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Author SHA1 Message Date
romanettandClaude Opus 5.5 9b034f8291 Enable nullable reference types centrally; migrate all unset and annotations-only projects (#4700)
# Description

Nullable reference types are now enabled once, in `common.props`, and
every project in the repository builds warning-clean with them.

**Configuration**
- `<Nullable>enable</Nullable>` lives in `common.props`. All per-project
`<Nullable>` settings are removed: 178 project files (enable,
annotations, and the `disable` in the three Aot test projects).
- 419 per-file `#nullable enable`/`restore` directives and the 4
`#nullable disable` directives are removed.
- Kept on purpose:
- The 5 `<auto-generated>` schema files (`UANodeSet.cs`, `UA Type
Dictionary.cs`, `OPCBinarySchema.cs`, `SecuredApplication.cs`,
`PInvokeHelper.cs`) keep `#nullable enable`. The compiler ignores the
project setting in generated code, so the directive is required there.
- `tests/Opc.Ua.Interop.LegacyPeer` keeps `disable`. It builds against
the 1.5.378 packages and does not import the repository props.
- `docs/DeveloperGuide.md` and `.github/copilot-instructions.md` now
describe the central setting.

**Migration** (the 43 unset and 13 annotations-only projects, roughly
10k diagnostics)
- **Production code: annotated at the declarations.** Covers
`tools/Opc.Ua.SourceGeneration.Core`, `src/Opc.Ua.Lds.Server` and the
LDS sample.
- Members, parameters and returns are nullable where null actually
flows.
- Null-check helpers carry `[NotNullWhen]` (`IsNull`, `IsValidXmlName`,
`IsMethodTypeDesign`).
- `CoreUtils.Format`, `Utils.Format`, `ITemplateWriter.WriteLine` take
`params object?[]`. `Template.AddReplacement` takes `string?` (rendering
already skips null replacements).
- `IRegisteredServerStore.RegisterAsync` returns
`Task<RegistrationEntry?>`: it returns null when a registration is
removed.
- Dereferences backed by an invariant (for example, the validated model)
use `!`, so runtime behaviour is unchanged.
- **Behavioural changes in production code** (small, deliberate):
- `NodeSetToModelDesign` throws `InvalidOperationException` when the
file is not a NodeSet. Before, it threw a NullReferenceException on the
next line.
- `ModelDesignValidator` starts its lookup tables empty instead of null.
A redundant `if (m_nodes == null) return;` guard is gone.
- **Test code: minimal annotations.**
  - `?` on values that can be null, `!` where the test asserts non-null.
  - `= null!` for fixture members assigned in SetUp.
- `TryGetStructure<T>(out T? x)` where the inferred `T?` broke the
`IEncodeable` constraint.
- A few redundant `== null` checks on structs (`NodeId`, `ArrayOf<T>`)
folded into the adjacent `IsNull`/`Count` checks.

**Notes for reviewers**
- The diff is large (~1,500 files) but almost entirely mechanical: `?`,
`!` and directive removal. The non-annotation changes are listed above.
- Known follow-up, not done here:
`IModelDesign.Namespaces/TargetNamespace/NamespaceUris` stay
non-nullable even though the validator returns null before it loads a
dictionary. Making them nullable would ripple through every generator
call site.

## Related Issues

- Fixes #4439

## 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.
- [ ] I have addressed **all** PR feedback received.

The "no new warnings" box covers net10.0 and net48: full non-incremental
builds of `UA.slnx`, `tools/SourceGeneration.slnx`,
`tools/MigrationAnalyzer.slnx` and the Aot test projects finished with 0
warnings and 0 errors under the repository's warnings-as-errors
settings. net9.0 and net8.0 also had no nullable diagnostics, but they
were not rebuilt after the final fixes. Tests have not been run locally
yet.

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 08:48:13 +02:00
romanettandClaude Opus 5.5 5572107ab8 Push Model compliance: UpdateCertificate issuer check, TrustList audit events, NoConfiguration state, DefaultHttpsGroup (#4684)
# Description

Fixes found by a manual run of the OPC 10000-12 *Push Model for Global
Certificate and TrustList Management* test plan (183 test cases,
TC0–TC182) against the Reference Server. After these changes no test
case fails; the remaining non-pass verdicts are test-plan expectations
that contradict Part 12/Part 4/Part 20 (documented in the run report).

### Server behaviour changes

- **UpdateCertificate requires the issuer in the TrustList**
(`ConfigurationNodeManager.PushValidation.cs`). The validator classifies
an incomplete chain as suppressible; OPC 10000-4 Table 100 does not ("An
error during the chain creation may not be suppressed") and §7.10.5
requires the issuers to already be in the group's TrustList. A
certificate of an unknown CA is now rejected with
`Bad_CertificateChainIncomplete`. Expiry / host-name errors stay ignored
as §7.10.5 requires.
- **TrustList audit events reach the Server Object.**
`TrustListUpdateRequested`/`TrustListUpdated` were reported on the
TrustList node (`EventNotifier=0`, not linked to the Server), so no
client could receive them. `TrustList.SetAuditEventServer` routes them
through `IAuditEventServer`; wired for the Push TrustLists and the GDS
CertificateGroup TrustLists. New `AuditEvents` overloads keep the
node-based ones.
- **Duplicate AddCertificate** no longer makes the following
ApplyChanges fail with a bare `Bad` (store refused the second copy); the
commit is idempotent and its rollback keeps the pre-existing
certificate.
- **CloseAndUpdate validates CRLs** (incl. CRL-only updates): every CRL
must be signed by a CA of the new TrustList (§7.8.2.5). Previously an
unknown/forged CRL passed CloseAndUpdate and only failed ApplyChanges.
- **X.509 v1 certificates are rejected** by
CloseAndUpdate/AddCertificate/UpdateCertificate (OPC 10000-6 §6.2.2; new
`X509Utils.IsX509Version3`).
- **Application setup state (Annex G.2):** new
`StandardServer.StartupServerState` (virtual); the DI host returns
`NoConfiguration` when `ServerConfigurationOptions.InApplicationSetup ==
true`. `IsRunning` and `NodeManagerLifecycle` treat `NoConfiguration` as
operational. The Reference Server `--provision` mode starts in
`NoConfiguration` and exposes `InApplicationSetup=TRUE`.
- **DefaultHttpsGroup:** the group is only created when Https stores are
configured — the Reference Server config had none, so its
`opc.https`/`opc.wss` endpoints used the RSA application certificate
with an empty TLS trust list and the Https certificate could not be
pushed. The sample config now declares
`HttpsIssuerCertificates`/`TrustedHttpsCertificates` and an
`HttpsCertificateType` certificate (new `CertificateTypeString` value
`Https`). An Https certificate is assigned to DefaultHttpsGroup only (no
longer also listed in DefaultApplicationGroup). Fixed
`AddSecurityConfigurationHttpsStore`, which built the trusted Https
store path from the store *type*.
- Minor: AddCertificate logs a warning when it adds a CA without a CRL
while `RejectUnknownRevocationStatus` is enabled; UpdateCertificate
refused for an insufficient SecureChannel raises
`CertificateUpdateRequestedAuditEvent` with Status=false.

### Kept on purpose
- PEM certificates are accepted (converted to DER).
- `Bad_NotWritable` when opening an already open TrustList (OPC 10000-20
§4.2.2) and for AddCertificate while a read handle is open (§7.8.2.6).
- No validation rules for DefaultUserTokenGroup / DefaultHttpsGroup
TrustLists (Part 12 defines them only for ApplicationCertificateType
groups).

### Notes for reviewers
- Existing tests in `ConfigurationNodeManagerPushTests` and
`PushCertificateRequestRegressionTests` signed pushed certificates with
CAs that were not in the TrustList; they now trust their CA first
(behaviour change above).
- Adding the Https certificate to
`Quickstarts.ReferenceServer.Config.xml` gives the Reference Server's
opc.https/opc.wss endpoints their own TLS certificate.

### Tests
-
`tests/Opc.Ua.Server.Tests/Configuration/PushComplianceRegressionTests.cs`
— duplicate add/rollback, PEM, v1/v3, CRL issuer/forged/CRL-only, audit
routing.
- `tests/Opc.Ua.Server.Tests/ApplicationSetupServerStateTests.cs` —
NoConfiguration startup state.
- `tests/Opc.Ua.Gds.Tests/PushComplianceTests.cs` — end-to-end over a
secure channel: TrustList transaction lifecycle, open-handle rules,
masked reads, duplicate/PEM add, unknown CRL issuer, unknown certificate
issuer, cross-Session CSR key, nonce rules, RemoveCertificate chain/CRL
handling. Mutation-checked: reverting the issuer, duplicate-add and CRL
fixes makes the corresponding tests fail.
- Additional cases in `PushCertificateRequestRegressionTests`,
`CertificateIdentifierTests`, `ApplicationConfigurationBuilderTests`.

Local runs (net10.0): Opc.Ua.Gds.Tests 1257 passed / 0 failed / 56
skipped; Opc.Ua.Server.Tests push/TrustList/audit/lifecycle subset 1209
passed; Core and Configuration test classes passed. net48 build of the
affected test projects succeeds; `dotnet format whitespace` clean.

## Related Issues

- None (findings from a manual Push Model compliance run).

## 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.
- [ ] 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>
2026-10-06 18:48:02 +00:00
romanettandClaude Opus 5.5 7212607f16 OPC UA Part 3 compliance: permissions, Write semantics, NodeManagement, NodeSet DataTypes, locales (#4675)
# Description

Fixes the High and Medium findings of an OPC UA Part 3 (OPC 10000-3,
Address Space Model) compliance audit. Each finding was checked against
the full spec text (Parts 3, 4, 5, 6, 14 and 18) before it was fixed.
Every fix comes with regression tests that fail without it.

### Role permissions (Part 3 §8.55, Part 4 §5.12.2.2)
- The type-hierarchy exemption in
`MasterNodeManager.ValidateRolePermissions` /
`ValidateAccessRestrictions` now covers only Browse, Read and
ReadRolePermissions. Type nodes stay visible to generic clients, which
was the intent of #3705; every other permission bit is now enforced on
them.
- `ReceiveEvents` is enforced on the EventType node. The standard
NodeSet grants it on `AuditEventType` and its subtypes only to
SecurityAdmin, so only SecurityAdmin sessions now receive audit events.
- Call checks the `Call` permission and AccessRestrictions on the Object
as well as on the Method.
- When a Call's `methodId` is the Method declaration of the ObjectType,
the Object's Method with the same BrowseName is permission-checked and
invoked. The declaration is used only if the Object has no such Method.
This applies to `AsyncCustomNodeManager`, `CustomNodeManager2` and the
sample node manager.

### Write service (Part 3 §5.6.2, §8.40, §8.57; Part 4 §5.11.4)
- The synchronous `OnWriteValue` path (fluent `OnWrite`) checks DataType
and ValueRank first (`Bad_TypeMismatch`). After an IndexRange write it
merges the slice into the cached value instead of replacing it.
- StatusWrite / TimestampWrite are enforced (`Bad_WriteNotSupported`).
- Undefined enumeration values and invalid OptionSet writes return
`Bad_OutOfRange`. OptionSet writes merge only the valid bits into the
stored value.
- New `ReportPropertyValueChanged` / `ReportSemanticChange` let server
code raise SemanticChangeEvents for changes it makes itself.
- Required follow-up (Part 14 §6.2.11.1): if an external target rejects
a timestamp, the PubSub subscriber's TargetVariables writer retries
without it.

### NodeManagement and Call arguments (Part 3 §5.5.2, §5.7.3, §6.4.2;
Part 4 §5.8, §5.12.2)
- AddNodes creates the Mandatory InstanceDeclarations of the
TypeDefinition and rejects abstract or Interface types
(`Bad_TypeDefinitionInvalid`).
- AddReferences, DeleteReferences and DeleteNodes bump NodeVersion and
raise GeneralModelChangeEvents.
- Clients may omit trailing optional input arguments
(`HasOptionalInputArgumentDescription`).

### NodeSet DataTypes (Part 3 §5.8.3, §8.48; Part 6 Annex F.12)
- `UANodeSet.Import` completes structure definitions with the base
type's fields (base fields first). It creates definitions for structures
without fields and sets `DefaultEncodingId`.
`StructureDefinition.FirstExplicitFieldIndex` marks the subtype's own
fields.
- `DataTypeState` no longer mutates the stored definition on read.

### Locales (Part 3 §5.2.5, §8.5; Part 4 §5.4)
- Read, Browse and data change notifications return the translation that
best matches the session's LocaleIds, or all translations for `mul`. The
selection lives in the server dispatcher and is built on
`ResourceManager`: the new `TranslateValue` calls the overridable
`Translate`.
- Locale ids are matched case-insensitively, and fallback translations
carry their real locale.

### Client complex types (Part 6 §5.1.7)
- The Reflection.Emit builder encodes only `IsOptional` subtyped fields
as ExtensionObject. It also supports OptionSet subtypes: an unsupported
type is skipped instead of aborting the whole load.
- `TypeInfo.GetXmlName` uses the data type's XML name for dynamic
structures and OptionSets (the XML body element was `<Structure>`). Both
builders now produce identical XML.

## Behaviour changes
All are documented in `docs/MigrationGuide.md`.
- **Audit events:** only SecurityAdmin receives them. The CTT "Auditing
Connections" unit needs a SecurityAdmin user (e.g. sysadmin);
`AuditingOperationTests` was updated.
- **Write timestamps and status:** clients writing a SourceTimestamp or
a non-Good StatusCode get `Bad_WriteNotSupported` unless the Variable
has StatusWrite/TimestampWrite. No variable in `src/` sets these bits.
- **AddNodes:** it rejects abstract types (including `BaseVariableType`
and `BaseEventType`), and new instances now come with child nodes.
- **Call:** the Object needs the Call permission. The Object's own
Method runs even when the call names the type declaration.

## Not included
- Low-severity findings: missing validation on optional services and
author-side NodeSet rules.
- LocalizedText nested inside structures or Variant arrays, and in
HistoryRead or Call outputs.

## Testing
net10.0, Debug, one suite at a time on the merged branch. All suites
below pass:

| Suite | Passed |
|---|---|
| Types | 11430 |
| Core.Encoders | 2947 |
| Core.Schema | 179 |
| Core.Security | 558 |
| Client | 2761 |
| Server | 8210 |
| InformationModel | 1080 |
| Features | 145 |
| History | 536 |
| Di | 455 |
| Machinery | 167 |
| Robotics | 661 |
| Robotics.Intent | 22 |
| Pumps | 75 |
| Scales | 122 |
| Positioning | 69 |
| ISA95 | 144 |
| Vision | 484 |
| PubSub | 1490 |
| PubSub.Adapter | 151 |
| PubSub.Server | 177 |
| Redundancy.Server | 856 |
| Lds | 173 |
| Configuration | 241 |
| WotCon | 1496 |

- **Client.ComplexTypes:** one test wrote a SourceTimestamp to a
variable without TimestampWrite. It is fixed in this PR, and the suite
has not been re-run since.
- **Core:** 6068 passed, 1 failure in
`ActivityTraceFlags_Metrics_ShouldRecordMetricsOnly`. That telemetry
test passed when re-run alone, so it looks flaky.
- **Still running:** Sessions, Subscriptions (Classic, Durable,
standard) and Interop. Results will follow on this PR.
- `UA.slnx` builds with 0 errors for net10.0 and net48, with no new
analyzer warnings in changed files.

## Related Issues

- Part 3 compliance audit (no tracking issue)

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-05 12:43:59 +00:00
romanettandClaude Opus 5.5 cce2004fdd CTT: keep GeneratesEvent off Object instances and Views off non-hierarchical references; classify Deadband Err-006 as CTT defect (#4667)
# Description

Three findings from the 2026-10-03 CTT run with the patched 1.05.513
scripts. Two are server/model defects and are fixed here. The third is a
CTT script defect, recorded as C56 in `plans/ctt-issues.md`.

## 1. Monitored Items Deadband Filter `Err-006.js`: CTT defect (C56, no
server change)

The script modifies a MonitoredItem on the first static numeric scalar
(a plain BaseDataVariable with no EURange) to use a PercentDeadband. It
accepts only `Good` or `Bad_MonitoredItemFilterUnsupported`. Since #4629
the server returns `Bad_DeadbandFilterInvalid`, and that is the code the
spec defines for this case:

- OPC 10000-8 §7.2: PercentDeadband "applies only to AnalogItems with an
EURange Property".
- OPC 10000-8 §7.3.2 Table 61: `Bad_DeadbandFilterInvalid` is returned
when "a PercentDeadband is not supported, since an EURange is not
configured".

CreateMonitoredItems and ModifyMonitoredItems both go through
`ValidateMonitoringFilterAsync` and return the same code. Monitor Basic
`Err-022.js` already accepts `Bad_FilterNotAllowed` for non-analog
items, so the scripts disagree with each other here.

Draft Mantis note (not filed yet):

> **Monitored Items Deadband Filter Err-006.js rejects
Bad_DeadbandFilterInvalid for a PercentDeadband on a node without
EURange**
> Err-006.js picks the first node of `/Server Test/NodeIds/Static/All
Profiles/Scalar/NumericSettings`, which is normally a BaseDataVariable
without an EURange. It then calls ModifyMonitoredItems with a
PercentDeadband (10 %) and accepts only Good or
Bad_MonitoredItemFilterUnsupported. OPC 10000-8 §7.2 limits
PercentDeadband to AnalogItems with an EURange. §7.3.2 Table 61 defines
Bad_DeadbandFilterInvalid for "a PercentDeadband is not supported, since
an EURange is not configured", so a compliant server fails this test.
Monitor Basic Err-022.js already accepts Bad_FilterNotAllowed for the
non-analog fallback.
> Proposed fix: add StatusCode.BadDeadbandFilterInvalid (and, consistent
with Err-022.js, StatusCode.BadFilterNotAllowed) to the
ExpectedAndAcceptedResults of the ModifyMonitoredItems call.

## 2. GeneratesEvent on Objects (Base Info Core Structure 2 `001.js`):
source generator defect

The CTT reported `ns=9;i=234` (the `<ServiceName>` placeholder of
AuthorizationServicesFolderType) and
`ns=9;s=AuthorizationServices/Default` as Objects that are the source of
GeneratesEvent references. OPC 10000-3 §7.15 says: "The SourceNode of
References of this type shall be an ObjectType, a VariableType or a
Method".

`OpcUaGdsModel.xml` declares both references
(AccessTokenRequested/Issued audit events) correctly, on
`AuthorizationServiceType`. The source generator copied the type's own
non-hierarchical references onto every Object or Variable built from the
type: onto instance declarations (the placeholder) and into
`CreateInstanceOf<Type>`, which `AuthorizationServiceState` initialises
from, and that is how the `Default` service gets them. UA-ModelCompiler
does the same thing, so the official `Opc.Ua.Gds.NodeSet2.xml` in
UA-Nodeset has the same two references on `ns=1;i=234`.

Fix:
- `TranslateReferences` now marks references declared on a type
(`HierarchyReference.DefinedOnType`, which already existed but was never
set).
- `NodeStateGenerator.GetReferences` drops forward GeneratesEvent
references (including subtypes such as AlwaysGeneratesEvent) for Object
and Variable nodes when the reference came from the type.
- ObjectTypes, VariableTypes and Methods keep these references. For
example, the RegisterApplication methods and the Acknowledge/AddComment
methods of the alarm types are unchanged.
- References that a model declares explicitly on an instance are emitted
as before.

## 3. View targeted by HasCause/HasEffect (Base Info Core Structure 2
`001.js`): sample model defect

#4485 added `Views_Operations HasCause/HasEffect Views_Engineering` so
that View Minimum Continuation Point 01 `012.js` and View Basic 2
`018.js` have at least two references to View nodes on the configured
View (`/Server Test/NodeIds/NodeClasses/View` = `Views_Operations`). OPC
10000-3 §5.4 says Views "can be the SourceNode of any hierarchical
Reference. They shall not be the SourceNode of any NonHierarchical
Reference."

`Views_Operations` now Organizes `Views_Engineering` and a new View,
`Views_Maintenance`, which organizes `DataAccess`. This keeps two
View-class references and adds no loops (ContainsNoLoops stays true).

## Tests
-
`NodeStateGeneratorTests.TypeGeneratesEventReferencesAreNotCopiedToObjectInstances`:
covers the type, the placeholder, the instance, `CreateInstanceOf`,
Methods and an explicit instance reference. It fails without the fix.
- `ReferenceServerTest.SampleViewsHaveNoNonHierarchicalReferencesAsync`.
The existing `NodeClassSampleNodesReferenceTheirOwnNodeClassAsync` still
passes.
- Results with net10.0:
  - SourceGeneration.Core.Tests: 4267 passed, 0 failed
  - InformationModel.Tests: 1078 passed, 0 failed
  - Di.Tests, including RobotOpenUsdE2e: 438 passed, 0 failed
  - OpenUsd.Tests: 921 passed, 0 failed
  - Server.Tests `ReferenceServerTest`: 56 passed, 0 failed
- `UA.slnx` builds with net10.0. The changed test projects build with
net48.

## CTT (patched 1.05.513 scripts, compared with the 2026-10-03 patched
baseline)

| Part | Change |
| --- | --- |
| p02-base-info | Base Info Core Structure 2 `001.js`: Error → Skipped.
The GeneratesEvent and View errors are gone; the remaining skips are the
CTT's own "type not defined within the test-script" notes. No other
change. |
| p03-base-view-method | No change. View Basic 2 `018.js` and View
Minimum Continuation Point 01 `012.js` still pass. |
| p13-monitored-items | Deadband `Err-006.js` still Error (C56). With
the script fix it passes. Monitor Basic `007.js` gave a
response-timestamp delay warning (>200 ms) caused by machine load; it
also appears in the 2026-09-29 base run. |

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-05 05:50:30 +00:00
romanettandClaude Opus 5.5 4c1c3fd244 Aggregates: fix remaining CTT aggregate server defects and seed Bad data for the CTT (#4655)
Fixes the remaining CTT Aggregate failures of the reference server that
are server defects or missing test data, using the patched CTT 1.05.513
scripts (all known Mantis defects fixed) as the oracle.

## Server fixes (`src/Opc.Ua.Server`)

- **Real-valued bounds for TimeAverage/TimeAverage2/Total/Total2.**
`SlopedInterpolate` converted every interpolated bound to the raw data
type, so on Int32 nodes these Double aggregates used rounded bounds
(ramp 0..23.8: 11.9034 instead of 11.9). The conversion (Part 4 §7.7.3)
is now only applied for aggregates that return the raw data type
(Interpolative, Start/EndBound, DeltaBounds, Minimum2/Maximum2/Range2,
ActualTime2); `AverageAggregateCalculator` keeps the real bound (Part 13
§3.1.8, Table 50).
- **Non-numeric values are interpolated stepped.** Boolean, String and
other non-numeric values cannot be interpolated with a sloped line (Part
13 §5.4.2.3, Table 50). The calculator now uses stepped interpolation
for them whatever the Stepped property says: a String EndBound between
"23" and "24" is "23" (was "23.8"), a Boolean bound between false and
true is false, and Boolean DurationInState no longer counts the region
before the first value as true.
- **TreatUncertainAsBad = false in Average and Count.** Both used only
strictly Good values for the result but counted Uncertain values as Good
for the status. They now include Uncertain values when
TreatUncertainAsBad is false (Part 13 §4.2.1.2), like StandardDeviation
and NumberOfTransitions already did.
- **Interpolative honors TreatUncertainAsBad for a raw value at the
interval start**, as the calculator already did for the raw values
around a bound.
- **NumberOfTransitions**: a Bad result carries no aggregate bits, like
Count.
- **Processed reads get the bounding values they need**
(`HistorianDispatcher`). The raw read only returned the raw value at or
beyond each end of the request. When that value is Bad (or Uncertain
with TreatUncertainAsBad), the interpolated bound needs the nearest Good
value further out, so an interval starting on a Bad value returned
`BadNoData` and the next interval lost its first region. The dispatcher
now reads outwards to the nearest Good values (reusing the ReadAtTime
bound search), only when the end value is not Good.

## Reference server test data and CTT template

- Every scalar history node also gets 400 values at a fixed date
(`2026-01-01T00:00:00Z`) with a block of five Bad values, laid out for
the CTT's Bad-data search (`HAAggregateHelper.GetBadData`).
StartOfArchive is the fixed date. The values relative to the server
start are unchanged.
- `samples/UAReferenceServer.ctt.xml`: all ten
`.../Aggregates/StartOfBadData*` settings point at the block
(`2026-01-01T00:25:01.234Z`), and `RequestedNodeId` is enabled with
namespace 2 (needs the C34 fix).
- `plans/ctt-issues.md` / `plans/ctt-testing.md`: updated configuration
notes, the oracle differences, U4, and new U5 (TreatUncertainAsBad =
false). Also documents a CTT defect: the Bad-data search's "reverse"
read sends EndTime = 0001-01-01 (null), which a server reads forward.

## CTT results (p06 Aggregates, 1267 test cases)

| | Error cases |
| --- | --- |
| Before (patched scripts, origin/master) | 253 |
| This PR, patched scripts | 125 |
| This PR, patched scripts + proposed Int32 oracle corrections for
TimeAverage/Total(2) and Range2 | 51 |

The 125 include 78 TimeAverage/TimeAverage2/Total/Total2 and 4 Range2
test cases on Int32 nodes where the server now returns the Part 13 value
but the patched oracle still truncates the bounds. The remaining 51 are
spec questions: U4 (DeltaBounds, 9; TimeAverage2/Total2 with an
Uncertain value after the start bound, 8) and U5 (TreatUncertainAsBad =
false, 34). p07 Historical Access: no change (0 errors).

## Tests

- New `AggregateBoundDataTypeTests` (real bounds on Int32, Interpolative
still rounds, Boolean/String stepped bounds, Boolean DurationInState,
Average with TreatUncertainAsBad).
- `AggregateCttRegressionTests`: direct and live (dispatcher) interval
starting on a Bad value, Interpolative with TreatUncertainAsBad,
NumberOfTransitions Bad result; the Count test now expects Uncertain
values to be counted with TreatUncertainAsBad = false.
- `AggregateCalculatorCoverageTests`: an Uncertain raw value at the
start with TreatUncertainAsBad is interpolated over.
- `Opc.Ua.Server.Tests` and `Opc.Ua.History.Tests` pass on net10.0;
net48 builds.

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-04 19:04:17 +02:00
efad0ddeff Server subscriptions: fix spec defects in Subscription/MonitoredItem handling found by audit (#4629)
# Description

Fixes defects found in a spec-grounded audit of the server
**Subscription / MonitoredItem** implementation
(`src/Opc.Ua.Server/Subscription/**`, `NodeManager/MonitoredItem/**`,
`EventManager`, monitored-item service dispatch and filter validation).
Each behaviour change was checked against OPC 10000-4 (§5.13, §5.14,
§7.21, §7.22), Part 5 (subscription diagnostics) and Part 9
(ConditionRefresh). Every fix has a regression test.

The audit found 56 defects (1 Critical, 3 High, 20 Medium, 32 Low). A
follow-up max-effort code review of the fix branch found 27 more issues,
mostly introduced by the first round of fixes. All but one are fixed
here.

### Most important fixes
- **Critical — remote hang:** an `AggregateFilter` with
`processingInterval = NaN` was not revised, and `AggregateCalculator`
looped forever while holding the node-manager lock, so one
CreateMonitoredItems request blocked the node manager. Non-finite, ≤0
and sub-tick intervals are now revised (Part 4 §5.13.2.1), and the
calculator rejects them as a backstop.
- **Monitored-item limits:** new
`ServerConfiguration.MaxMonitoredItemCount` /
`MaxMonitoredItemsPerSubscription`; Bad_TooManyMonitoredItems is
returned when a limit is hit, and ServerCapabilities now report the
limits. Both default to `0` (no limit), so existing behaviour is
unchanged.
- **Sampling groups:** a client could get one dedicated thread per
distinct sampling interval above 1 h; intervals above the last rate
group are now rounded, and the loop is async. An item could also end up
in two sampling groups and keep being sampled after it was deleted.
- **Subscription state machine** (Part 4 §5.14.1.2):
- the lifetime counter resets while a Publish is queued and counts
otherwise;
  - the lifetime and keep-alive stay within `MaxSubscriptionLifetime`;
  - LatePublishRequestCount is counted once per entry into LATE;
- messages held while publishing is disabled are no longer sent, and are
not offered by Transfer/Republish either;
- ConditionRefresh returns Bad_RefreshInProgress for any refresh already
queued or running on the subscription.
- **Triggering** (Part 4 §5.13.1.6):
- linked items are triggered by an item still draining a backlog, by the
first value after re-enable, and by an item created Disabled;
  - links are persisted for durable subscriptions;
- Disabled/Sampling items follow the publish rules in the shared
pipeline, so custom `IMonitoredItem` implementations follow them too.
- **Queues** (Part 4 §5.13.1.5, §7.21):
  - no duplicate value after a queue-size increase;
- EventQueueOverflow events are placed where the events were lost,
including on queue shrink;
  - the duplicate-event check scans the newest entries;
- EventQueueOverflowCount and MonitoringQueueOverflowCount are
maintained correctly;
- changing select clauses rebuilds queued events in the new layout, and
is safe on durable queues and on failure.
- **Filters:**
- per-clause EventFilterResult instead of rejecting the whole item (Part
4 §7.22.3);
- corrected status codes: Bad_DeadbandFilterInvalid,
Bad_MonitoredItemFilterInvalid, Bad_EventFilterInvalid,
Bad_MonitoringModeInvalid, Bad_TimestampsToReturnInvalid;
- aggregate filter in subscriptions: processing interval at least 2× the
revised sampling interval, revised StartTime on the requested grid,
ServerTimestamp = end of interval (Part 4 §7.22.4).
- **Lifecycle and races:**
- expired subscriptions are always cleaned up, even when the session
closes during cleanup;
  - Create/Transfer racing CloseSession returns Bad_SessionClosed;
  - session diagnostics counts no longer drift;
  - a large but valid Publish TimeoutHint no longer fails the request;
- a ready subscription is served by queued Publish requests instead of
going Late;
  - restored persisted state is validated.
- **Access:** a value change notification is checked against each
subscriber's UserAccessLevel, not the writer's.
- **Redundancy / durable store:**
  - the first-unsent sequence number is mirrored;
  - sequence numbers are no longer reused after a second failover;
- triggering links are stored (definition format 6, written only when
links exist, so older replicas can still read link-less subscriptions).

### Behaviour changes reviewers should know
- With the default config, publishing intervals above
`MaxSubscriptionLifetime / 3` (1,200,000 ms) are revised down, so
lifetime ≥ 3×keep-alive fits the configured maximum.
- The revised keep-alive is capped at a third of the max lifetime.
- Idle subscriptions expire after exactly MaxLifetimeCount cycles
without a queued Publish.
- A partly invalid EventFilter select list is accepted with per-clause
errors. The public `EventFilter.Validate` keeps Status Good if at least
one clause is valid; callers that cannot return per-clause results must
also check the new `EventFilter.Result.HasSelectClauseErrors`. There is
a migration note in `docs/migrate/2.0.x/sessions-subscriptions.md`.
- Aggregate processing intervals may be revised higher (≥ 2× sampling
interval); aggregate ServerTimestamp is now the interval end.
- Sampling intervals above 3,600,000 ms are rounded to multiples of
900,000 ms (default rate groups).

### Public API
Additive only:
- `ServerConfiguration.MaxMonitoredItemCount` and
`MaxMonitoredItemsPerSubscription`;
- `EventFilter.Result.HasSelectClauseErrors`;
- `IStoredSubscriptionTriggering`,
`ISubscriptionRetransmissionSendStateStore`,
`SubscriptionRetransmissionState.FirstUnsentSequenceNumber` (optional
store capabilities, detected with `as`);
- new `EventQueueHandler` constructor overloads.

### Known open items (not in this PR)
- **Part 4 §5.13.2.1:** CreateMonitoredItems should create an item even
when the user lacks Read permission and report the error in Publish.
This is not done: the create-time RolePermissions check is the only role
check on the initial value, so following the spec would leak values
until every node manager re-checks per sample.
- **Sampling loop:** it runs on thread-pool threads; node managers with
blocking synchronous reads should not use sampling groups heavily. The
alternative, a dedicated thread per group, was the thread-exhaustion
issue fixed here.
- **Restarts:** a pending QueueSize-1 value and a pending overflow flag
are not kept across a restart; that needs persistence interface
extensions.
- **Limit defaults:** decide whether the new limits should get finite
defaults (currently 0 = unlimited).

## Related Issues

- No tracking issue; the findings come from an internal audit of the
server subscription code.

## 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.
- [ ] 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.

### Local verification (net10.0, all green)
| Suite | Passed | Failed |
|---|---|---|
| Opc.Ua.Server.Tests | 7963 | 0 |
| Opc.Ua.Subscriptions.Tests | 643 | 0 |
| Opc.Ua.Subscriptions.Classic.Tests | 57 | 0 |
| Opc.Ua.Subscriptions.Durable.Tests | 36 | 0 |
| Opc.Ua.Redundancy.Server.Tests | 847 | 0 |
| Opc.Ua.Core.Tests (filter tests) | 283 | 0 |

net48 build of `Opc.Ua.Server.Tests`: 0 errors. net48 tests and the full
UA.slnx were not run locally.

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: Marc Schier <marcschier@users.noreply.github.com>
2026-10-03 05:43:16 +02:00
romanettandClaude Opus 5.5 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
romanettandClaude Opus 5.5 a0d569d756 Fix Server and GDS audit findings, review findings and spec-conformance gaps (#4571)
## Summary

Fixes the findings of a bug audit of `Opc.Ua.Server`,
`Opc.Ua.Gds.Server` and `Opc.Ua.Gds.Client`. Rebased on master after
#4516.

What went in:
- **Audit:** 93 findings, each checked against the OPC UA specification.
- **Code review of those fixes:** 35 further findings.
- **Spec grounding of every fix commit:** 18 conformance gaps, now
closed.

Commits are one per finding, named `Fix <ID>`, `Fix review <ID>` or `Fix
spec gap <name>`. The IDs refer to the audit report (S = Server areas,
G1 = GDS server, G2 = GDS client).

Validation:
- Each finding was traced in code and checked against OPC 10000 (parts
3, 4, 5, 9, 11, 12, 13, 18, 20).
- Every fix commit was checked against the spec text again afterwards: 0
non-conformant, remaining gaps fixed.
- Regression tests were added for most fixes.
- Suites run on net10.0 before the rebase: Server, GDS, History,
Configuration, Features, Core.Security, DI, Redundancy, LDS,
InformationModel, PubSub.Server, Client, Sessions and the three
Subscriptions suites, all green. The same suites on the rebased branch
are still running; results will be posted as a comment.

## Behaviour and user-facing changes

### Secure defaults
- **`Historize()` / `HistorianBuilder`** grant HistoryRead only. History
writes need an explicit `historyAccessLevel: HistoryRead |
HistoryWrite`.
- **File-system mount:**
- Anonymous sessions can no longer create, delete, move or open files
for writing (`Bad_UserAccessDenied`).
  - UserWritable and UserExecutable now reflect the user.
- `AllowAnonymousWrite` restores the old behaviour; the ReferenceServer
sample turns it on.
- **Default PKI root** for the hosted server, hosted GDS, hosted LDS and
`OpcUaApplicationConfigurationProvider`:
- Moved from the shared temp directory to `{LocalApplicationData}/OPC
Foundation/{ApplicationName}/pki`, and startup fails if no per-user
directory exists.
- When certificate stores of an earlier version still exist under temp,
a warning names both paths. Existing deployments that relied on the
default get a new application certificate (and the hosted GDS a new CA)
unless `PkiRoot` is set to the old path.
- **GDS:**
  - `GdsServerOptions.AutoApprove` defaults to `false`.
- The default KeyCredential store grants no roles unless
`AuthorizeRoles` allows them.
- Certificate requests (StartSigningRequest, StartNewKeyPairRequest,
FinishRequest) need an encrypted channel.
- **Hosted server anonymous logins:**
- Anonymous is rejected (`Bad_IdentityTokenRejected`) when the default
authenticator options disable it.
- A custom `AddIdentityAuthenticator<T>()` on its own no longer disables
anonymous.
- With anonymous disabled and no configured token policies, the endpoint
advertises the authenticators' token types instead of Anonymous.
- **Runtime-added roles:** their properties and methods need
SecurityAdmin over an encrypted channel, like the well-known roles.
- **Disabled users:** users disabled through Part 18 UserManagement can
no longer log in through `RegisterDefaultAuthenticators(IUserDatabase)`.

### GDS server (Part 12)
- **Certificate requests:**
- FinishRequest / ReadRequest with another application's RequestId
returns `Bad_InvalidArgument`.
  - Every Start*Request returns a new RequestId.
- A CSR without the ApplicationUri is rejected
(`Bad_CertificateUriInvalid`).
- An abstract or unsupported certificate type is rejected at Start
(`Bad_InvalidArgument`).
- **Private-key password:** no longer persisted in the JSON applications
database. A password saved by an earlier version is read into memory
once and dropped on the next save.
- **CheckRevocationStatus:** validates offline against the GDS's own
trust lists and CRLs. It returns Good for good GDS-issued certificates
and `Bad_CertificateInvalid` for input that is not a certificate.
- **Certificate-group trust lists:**
- Writes need CertificateAuthorityAdmin; SecurityAdmin and application
admins are read-only.
  - Writes are validated with the Part 4 certificate validation.
- **AuthorizationService:**
- The legacy RequestAccessToken applies `AccessControl` and issues the
token for the session identity.
- StartRequestToken passes the session identity to every identity-aware
provider.
  - Unknown ResourceIds return `Bad_NotFound`.
- Expired token requests and refresh tokens are pruned, with at most 10
000 pending requests (`Bad_TooManyOperations`).
- **KeyCredential:** requests with PublicKey + SecurityPolicyUri are
rejected with `Bad_SecurityPolicyRejected` (secret encryption is not
implemented); a PublicKey without SecurityPolicyUri is rejected with
`Bad_InvalidArgument`.
- **Audit events:** access-token audit events no longer contain the
password or token data.
- **RegisterTickets / UnregisterTickets:** need the RegistrarAdmin role
when called from a session.
- **Managed application nodes:** moved from namespace 0 to their own
namespace (`ManagedApplicationsNamespaceUri`); the NodeId is the
ApplicationUri, and the mandatory child properties exist.
- **Hosted GDS:**
- New `GdsServerOptions.CertificateGroups`
(`GdsCertificateGroupOptions`), bindable from configuration.
  - The mandatory DefaultApplicationGroup is always present.
  - The default CA subject uses the resolved application name.
- **JSON applications database:**
- A corrupt file throws instead of being silently replaced by an empty
database.
- Saves are atomic and write in place on bind mounts; on net8+ builds
they also follow symlinks and keep the Unix file mode.
  - Issued certificates and trust-list links survive a reload.

### GDS client
- **Trust-list download:**
  - Reads until an empty chunk (Part 20 short reads).
- A size-limit rejection of the final end-of-file read, as sent by
released servers, counts as end of file.
- **Default certificate group:** a null group means
DefaultApplicationGroup, and vendor groups in other namespaces are no
longer mistaken for well-known groups.
- **Status codes and errors:**
  - Missing directory proxies report `Bad_ServerNotConnected`.
- Short or wrongly typed method outputs throw `BadUnexpectedError` /
`BadTypeMismatch`.
- **GdsAccessTokenProvider:** no longer caches a failed client task, and
one caller's cancellation no longer fails other callers.

### Trust lists, push and ConfigurationFile (Part 12 / Part 20)
- **AddCertificate:**
  - `IsTrustedCertificate=false` returns `Bad_CertificateInvalid`.
- Added certificates are validated (Part 4), and a certificate revoked
by a current CRL returns `Bad_CertificateRevoked`.
- **CloseAndUpdate:** validates the uploaded list against its own
certificates and CRLs, not the stores it replaces. Validation failures
are no longer recorded in the server's Rejected store.
- **RemoveCertificate:** removing a trusted or issuer CA that other
certificates still need returns `Bad_CertificateChainIncomplete`.
- **Handles:**
  - Several read handles may be open at once.
- Any open while a write handle exists returns `Bad_NotReadable` /
`Bad_NotWritable`.
  - A write open while any handle is open returns `Bad_NotWritable`.
  - Handles of closed sessions are released.
  - Idle handles close after ActivityTimeout (default 60 s).
- **Status codes:**
- Read clamps to the remaining bytes and no longer enforces the size
limit.
  - Oversized Write / AddCertificate returns `Bad_RequestTooLarge`.
  - Unsupported open modes return `Bad_NotSupported`.
- **ConfigurationFile.CloseAndUpdate:**
  - Empty Targets return `Bad_InvalidArgument`.
- The ConfigurationUpdatedAuditEvent is raised with the configuration
owner as source.
- With the new `IApplicationConfigurationFileTargetProvider`, providers
receive the Targets, a bad target returns Uncertain with per-target
results, and session-interrupting updates are applied after
RestartDelayTime.
- **Default namespace permissions:** namespaces registered after the
first permission lookup now get their NamespaceMetadata default
RolePermissions and AccessRestrictions (no stale negative cache).

### Sessions, identity and roles (Part 18)
- **Session timeouts:** a failure closing one timed-out session no
longer stops the session-timeout monitor.
- **ChangePassword:** an empty old password returns
`Bad_IdentityTokenInvalid`.
- **Removing or disabling a user:** closes only that user's
UserName-token sessions.
- **Role configuration changes:** roles granted by an `ImpersonateUser`
mapping are kept.
- **X509Subject rules:** a certificate subject value containing a quote
never matches an X509Subject rule.
- **`ImpersonateUser` callback:** no longer runs under the global
session lock.
- **Session diagnostics:** LocaleIds are kept as the client sent them,
while null LocaleIds are ignored for translation.

### Subscriptions and monitored items (Part 4)
- **Acknowledgements:** a failing acknowledgement returns a per-entry
Bad status instead of failing the whole Publish.
- **`DiscardedMessageCount`:** counts messages dropped from the
retransmission queue and unsent overflow messages.
- **Durable subscriptions:** transferring a restored anonymous
subscription works (no NullReferenceException).
- **Transferred subscriptions:** sampling and permission checks use the
item's current owner session.
- **Access denied:** a monitored item whose user may no longer read the
attribute gets a `Bad_UserAccessDenied` notification instead of going
silent. Non-Value attributes need Browse permission (RolePermissions
needs ReadRolePermissions), and User* attributes are evaluated per
subscriber.
- **ModifyMonitoredItems:** a SamplingInterval of -1 uses the
subscription's publishing interval.
- **AggregateFilter priming:** needs HistoryRead / ReadHistory
permission and is bounded (100 000 values, bounded page size).
- **Resource leak:** event monitored items no longer leak a consumer
task per create/delete cycle.

### Node management services (Part 3 / Part 4)
- **Reference types:** AddNodes, AddReferences, DeleteReferences and
Browse reject ids that are not ReferenceTypes with
`Bad_ReferenceTypeIdInvalid`. AddNodes, AddReferences and
DeleteReferences also reject abstract ReferenceTypes; Browse still
accepts them (e.g. `HierarchicalReferences` with includeSubtypes).
- **Concurrent AddNodes:** duplicate BrowseNames under one parent get
`Bad_BrowseNameDuplicated`.
- **TranslateBrowsePathsToNodeIds:**
- Requires Browse permission on intermediate nodes and final targets
(RolePermissions and AccessRestrictions).
  - A long RelativePath no longer rejects the whole request.
- **SemanticChangeEvent:**
- Raised once per actual change of a semantic property, whether or not
it is monitored.
  - Also raised for properties with the SemanticChange access-level bit.
  - Reports the owning node's TypeDefinition as AffectedType.
- **Localized diagnostics:** operation-level text is translated when
OperationLocalizedText is requested.

### History and aggregates (Part 11 / Part 13)
- **DeleteRawModified:** an unspecified or reversed range returns
`Bad_InvalidTimestampArgument`, and StartTime == EndTime deletes the
value at StartTime for every provider.
- **ReadAtTime fallback:** reads only the values around each requested
time. A time whose bound is not found within the search limit returns
`Bad_BoundNotSupported` instead of failing the request.
- **ReadProcessed:** a ProcessingInterval shorter than one tick returns
`Bad_AggregateInvalidInputs`.
- **Delta / DeltaBounds:** widen to the next larger signed type when the
result does not fit the source type (e.g. a decreasing unsigned counter,
or an Int16 overflow).
- **Range / Range2:** return the source data type.

### Alarms and fluent API (Part 9)
- **Suppression:** an alarm stays suppressed while any suppression group
is active, and re-evaluation without a state change does not move
TransitionTime.
- **`MonitorVariable(variable)`:** sets SourceNode, SourceName and
InputNode to the variable and makes it a ConditionSource (HasCondition
to the alarm, HasEventSource from the object).
- **Fluent input/output arguments:** InputArguments / OutputArguments
added through the fluent API to a registered method are readable.
- **Root notifiers:** a failed root-notifier registration no longer
leaves an orphaned event worker.
- **State-machine handlers:** exceptions are logged at Error.

### File system (Part 20)
- **Delete / MoveOrCopy:**
  - Only act on direct children of the directory.
- A NodeId whose kind does not match the entry returns `Bad_NotFound` (a
file NodeId can no longer delete a directory).
- Copying a directory into its own subtree returns
`Bad_InvalidArgument`.
- **Locking:**
- An open file, or a directory containing one, cannot be deleted or
moved (`Bad_InvalidState`).
  - The check is atomic with opens.
- While a Delete or Move runs, read opens get `Bad_NotReadable` and
write opens `Bad_InvalidState`.
- **Open:**
- Reserved mode bits or EraseExisting without Write return
`Bad_InvalidArgument`.
  - Read+Write returns `Bad_NotSupported`.
  - Read while a writer is open returns `Bad_NotReadable`.
- **Client `FileSystemErrors`:** maps `Bad_NotReadable` to
`IOException`.
- **RuntimeNodeSet:** well-formed NodeSets with a stray `Model` element,
or two models in one file where one requires the other, now load.

### Server core, hosting and lifecycle
- **`SessionEstablishmentQueueLimit` > 0:**
CreateSession/ActivateSession now queue for a permit. The permit is
acquired before the request is registered, and a waiting handshake
releases its worker through the request-parking policy.
- **Node manager lifecycle:**
  - Add, reload and remove no longer wait for parked Publish requests.
- A Migrate reload racing with CreateMonitoredItems no longer blocks
later lifecycle operations.
  - Late items on retired or removed managers get `Bad_NodeIdUnknown`.
- **HistoryUpdate:** a batch mixing data and event details is bounded by
both limits.
- **Server stop/start:** stopping the server disposes the configuration
watcher and certificate subscription; starting recreates them.
- **Monitored-item queue factory:** a factory supplied by the caller or
the DI container is no longer disposed by the server.
- **Audit events:** each certificate validation error raises its own
AuditCertificate event. A failed OpenSecureChannel without a service
result is audited as failed.

## New public API (additive)
- `IQueuedSessionEstablishmentLimiter`
- `StandardServer.OwnsMonitoredItemQueueFactory` (protected virtual)
- `DefaultPkiRoot.Get` (Opc.Ua.Configuration)
- `TrustList.SetCertificateValidation`
- `NamespaceMetadataRegistry.Invalidate`
- `IApplicationConfigurationFileTargetProvider` and
`ApplicationConfigurationUpdatePlan`
- `GdsServerOptions.CertificateGroups` / `GdsCertificateGroupOptions`
- `InMemoryKeyCredentialRequestStore.AuthorizeRoles`
-
`DefaultManagedApplicationsNodeManager.ManagedApplicationsNamespaceUri`
- `AuthorizationServiceManager.RequestAccessTokenAsync(...,
IUserIdentity?, ...)`
- `AllowAnonymousWrite` on the file-system node manager and its factory
- `IFileSystemHost.TryBeginMutation` / `EndMutation`, replacing
`HasOpenHandles`

## Not fixed / known limitations
- **KeyCredential:** secret encryption with the client's PublicKey
(requests needing it are rejected).
- **CSR SAN restriction:** restricting subject / SAN values copied from
a CSR (CA policy).
- **Ticket signatures:** ticket signature verification (needs a
trusted-signer configuration).
- **FileType Read+Write open:** needs a read/write stream contract in
`IFileSystemProvider`.
- **Custom `IUserDatabase` implementations:** the disabled-user check
still scans all users per login. The built-in stores do a single lookup.
- **64-bit Delta precision:** limited by the calculator's double
arithmetic.

## Tests with changed expectations
Existing tests were updated where they asserted the old behaviour:
- File-system status codes
- Trust-list handle eviction
- `DiscardedMessageCount`
- Localized diagnostics bits
- Delta on unsigned sources
- SourceNode of fluent alarms
- ReferenceServer transfer permission test (now expects
`Bad_UserAccessDenied` notifications)
- `UserDeactivationShutdownReviewTests` (the revoked session is a
UserName login)

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-09-29 07:26:05 +02:00
romanettandClaude Opus 5 d6356766c5 Resolve the open CTT findings: aggregate fixes, de-DE ApplicationName and CTT configuration (#4545)
# Description

Resolves the open items of `plans/ctt-issues.md` (*Needs clarification*,
*Open server findings*, *CTT project configuration notes*). Each item
was checked against the OPC 10000 spec text. A server change was made
only where the server was wrong, and every server change has a
regression test. CTT script and oracle defects are filed in Mantis
instead.

### Server changes (`Opc.Ua.Server`)

- **NumberOfTransitions honours TreatUncertainAsBad.**
- Part 13 §5.4.3.24 does not count Bad values. §4.2.1.2 makes Uncertain
values "equivalent to Bad" when TreatUncertainAsBad is True, and the
aggregate definition doesn't override that.
- Uncertain values are therefore no longer counted, and no longer used
as the previous value, when the setting is True. The now unused
`TimeSlice.NonBadEarlyBound` is removed.
- **DurationInStateZero/NonZero status follows the variable's
interpolation.**
- §5.4.3.2.2: "A region is Uncertain if a region ends in a Bad or
Uncertain value and SlopedInterpolation is used."
- The calculator always built stepped status regions. So on a sloped
variable, the last region stayed Good while TimeAverage2 and Total2 over
the same interval were already Uncertain.
  - The duration value doesn't change.
- **AnnotationCount returns `Bad_NoData` and sets Partial.**
- Table 68 requires `Bad_NoData` for intervals before the start or after
the end of data. §5.3.3.2 requires the Partial bit for incomplete
intervals.
- `HistorianDispatcher` now derives the start and end of data from the
raw history (read with bounds) plus the annotation timestamps. It passes
them to a new `CalculateAnnotationCounts` overload; the old overload is
unchanged.
- Three existing dispatcher tests change their expectations. For
example, a node without any data now returns `Bad_NoData` instead of
Good zeros.

### Reference server sample and CTT configuration

- **`de-DE` ApplicationName.** The server advertises `de-DE` in
LocaleIdArray, but FindServers and GetEndpoints always returned the
en-US name. The sample now keys the ApplicationName and registers en-US
and de-DE translations (Part 4 §5.5.2.2 / §5.5.4.2 localeIds).
- **Subscription limit.** `Max Supported Subscriptions` in
`samples/UAReferenceServer.ctt.xml` and `MaxSubscriptionCount` in
`Ctt.ReferenceServer.Config.xml` go from 100 to 200. Subscription
Publish Min 05 `003.js` needs 190 subscriptions.
- **Alarm Cycle Time.** The CTT template's Alarm Cycle Time is 30 s. At
60 s it equalled `RequestedSessionTimeout`, so a Limit/Level CU that
starts a run finds its session expired (C40).

### Tests only

- **AddNodes duplicate BrowseName test:**
`AddNodeAsync_DuplicateBrowseNameUnderParent_ReturnsBadBrowseNameDuplicatedAsync`
never ran. Its items had no TypeDefinition, so its `Assume` always made
it inconclusive. The finding it belongs to (AddNodes after a rename
returning `BadNodeIdExists`) was already fixed by #4477.
- **RequestHandle echo:** a new test covers the ServiceFault for an
oversized argument in a chunked request (already fixed by #4488).
- **Value-based status:** a new test covers the aggregate status with
TreatUncertainAsBad = false (already fixed by #4503).

### Not changed

- **GDS QueryApplications/QueryServers still return records with
ServerCapability `NA`.** OPC 10000-12 §6.5.10/§6.5.11 says they "shall
not", but the CTT GDS scripts expect those records. Implementing the
exclusion turned 40 GDS test cases from pass to error, so it waits for
the script fix ([Mantis
11458](https://mantis.opcfoundation.org/view.php?id=11458)).
- **Idle SecureChannels are still closed after `ChannelLifetime`.**
Keeping them open would be security relevant. The CTT configuration's
`ChannelLifetime` of 120000 (#4502) covers the CTT case.

### Mantis issues filed

| Id | Issue |
| --- | --- |
| C51 | [11458](https://mantis.opcfoundation.org/view.php?id=11458) GDS
scripts expect NA records in query results |
| C52 | [11459](https://mantis.opcfoundation.org/view.php?id=11459) A &
C Refresh scripts leak subscriptions on the shared alarm session |
| C53 | [11460](https://mantis.opcfoundation.org/view.php?id=11460)
`StartThreadPublish.js` defaults misspelled properties |
| U2 | [11461](https://mantis.opcfoundation.org/view.php?id=11461)
Minimum2 oracle on reverse reads |
| U4 | [11462](https://mantis.opcfoundation.org/view.php?id=11462) Part
13 clarification: TreatUncertainAsBad and simple bounds (DeltaBounds) |

The A & C `BadSubscriptionIdInvalid` failures (Refresh, Refresh2,
Shelving) come from CPU load: with other processes at 100 % CPU, all
subscriptions of the CTT alarm session expire within one second. This
happens with and without this PR (3 of 3 loaded runs, 0 of 2 idle runs).

### CTT verification

CTT 1.05.06, scripts 1.05.513, compared at test-case level against a
build of the starting commit:

| Group | Before | After |
| --- | --- | --- |
| Aggregates | 4,562 error messages | 4,186. NumberOfTransitions: 12
test cases go from error to pass. AnnotationCount
`005-01.js`/`005-02.js` pass. NumberOfTransitions
`003-02.js`/`004-02.js` now fail because of C1 ([Mantis
11420](https://mantis.opcfoundation.org/view.php?id=11420)): they
request TreatUncertainAsBad = false, but the harness makes the server
use its default of true. |
| Discovery | 10 warnings | 0. Find Servers Filter `003.js`/`006.js` and
Get Endpoints `002.js` pass. |
| Subscription | – | Publish Min 05 `003.js` goes from warning to pass.
|
| Historical Access, GDS, Node Management | – | no new failures |

`plans/ctt-issues.md` is updated: resolved items leave the open
sections, and the new Mantis issues are recorded.

## Related Issues

- Related to #4479 (CTT configuration notes)
- Follows #4502

## 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.
- [ ] 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.

Tests run locally on net10.0 after merging master:

| Project | Filter | Passed |
| --- | --- | --- |
| `Opc.Ua.Server.Tests` | Aggregate, Historian, NodeManagement, Publish,
Subscription | 1,419 |
| `Opc.Ua.Core.Tests` | TcpServerChannelBuffer | 65 |
| `Opc.Ua.History.Tests` | Aggregate, Annotation | 67 |
| `Opc.Ua.Sessions.Tests` | discovery locale tests | 8 |

Before the merge, the whole `Opc.Ua.Sessions.Tests` ClientTest fixture
passed (372 passed, 0 failed).

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-25 12:30:25 +02:00
Marc SchierandCopilot 138086863b Fix audit findings and review regressions across the OPC UA stack (#4503)
## Scope

Audit fixes and review follow-ups across the OPC UA Core, Client,
Server, transport, and redundancy components. This includes implemented
Tier 1, Tier 2, and Tier 3 work; it does not claim that every item in
the 244-finding audit backlog is complete.

The review batch fixes mandatory full-key record protection and owned
plaintext buffers; transactional pending-certificate claims;
shared-channel nonce and certificate ownership; discovery and
token-policy validation; reconnect/callback ordering without changing
unbounded buffering defaults; server permissions, filters,
monitored-item lifetime, and alarm topology; historian paging,
retention, and annotations; atomic user/password metadata; and canonical
file identities with bounded alias and role refresh workers.

## Review-batch verification at `ab686ccae`

The following results come from fresh test builds using `dotnet test`,
`--no-restore`, `-m:1`, and an explicit `CustomTestTarget`. They replace
the earlier description's library-build/`--no-build` totals, which did
not establish the state of the merged test sources.

| Scope | Target | Passed | Skipped |
|---|---|---:|---:|
| Core review regressions | net10.0 | 827 | 0 |
| Client and lifecycle regressions | net10.0 | 630 | 0 |
| Server review regressions | net10.0 | 1970 | 0 |
| Redundancy Server / Client / PubSub | net10.0 | 276 / 10 / 11 | 0 |
| Sessions / file-and-alias / streaming / HTTPS-WSS integration |
net10.0 | 8 / 21 / 30 / 20 | 0 |
| Core review regressions | net48 | 786 | 39 |
| Client recovery and policy regressions | net48 | 54 | 0 |
| Server ownership, aliases, queues, and user-state regressions | net48
| 137 | 0 |

Every listed run exited successfully. The 39 net48 skips are existing
platform/capability cases. New key-agreement tests assert
unavailable-policy behavior on unsupported targets rather than adding
skips or pretending those targets performed an unsupported handshake.
Additional exact node/permission/filter/alarm checks passed 13 Core and
46 Server cases.

The PR-scoped formatter verification covers 26 projects and 389
non-generated C# files. A Roslyn syntax audit covers 53 changed
interfaces and 263 members, with no missing
parameter/type-parameter/return contracts and a 120-column limit for
their declarations and documentation. No full-solution,
all-target-framework, or NativeAOT matrix is claimed from these local
runs; the new CI run must establish its own result.

## CI follow-up at `e1bc3ac3b`

The follow-up fixes the failures reported by Azure build 18400. TLS
certificates retain configured DNS names, including mixed-case URI
schemes, without relaxing hostname validation. Reverse-WSS fixtures use
the DNS identity in the client certificate. Reconnect completion is
published only after cycle cleanup, so a subsequent reconnect cannot
join an old completed cycle and retain old certificates.

Certificate-alarm roots now support event subscriptions. The pump sample
has one continuous notifier path, with no duplicate shortcut. Historian
and aggregate fixtures share the provider's retention clock. Alarm
collection lets the server expire idle Publish requests rather than
canceling only the client wait. The corrected server, WoT, and
managed-session fixtures exercise valid requests and initialized
lifecycle contracts. Downlevel crypto tests preserve real credential and
key-ownership assertions without enabling unsupported raw-ECDH policies
or adding skips.

Fresh local evidence after integration includes:

| Scope | Target | Passed | Skipped |
|---|---|---:|---:|
| Client lifecycle / channel ownership / builder fixtures | net10.0 and
net48, each | 96 / 103 / 123 | 0 |
| Combined server lifecycle, events, aggregates, crypto, and contracts |
net48 | 358 | 0 |
| Full lifecycle plus certificate-alarm and aggregate fixtures | net10.0
| 116 | 0 |
| Final server-contract and history-routing delta | net10.0 and net48,
each | 84 | 0 |
| Subscription / XRegistry / WoT event regressions | net10.0 | 7 / 2 / 3
| 0 |
| Full Sessions project | net10.0 | 780 | 379 |
| Full ComplexTypes project / downlevel resolver fixtures | net10.0 /
net48 | 2854 / 15 | 0 |
| Full WoT project / downlevel structured-write fixtures | net10.0 /
net48 | 1496 / 27 | 0 |
| TLS domain-name regressions | net10.0 and net48, each | 21 | 0 |

All listed runs exited 0. The Sessions skips come from existing endpoint
and policy capability guards; they are not counted as passes. No skip
was added. Worker validation also covered full DI (426 passes), full
History (540 passes, 21 existing skips), 38 exact downlevel
event/history failures, and 60 repeated certificate-rotation race cases.
The final crypto fixtures passed 73 cases on each target with the
unchanged leak detector; a temporary premature-disposal mutation made
all three borrower tests fail and was then removed.

All 29 C# files in this follow-up pass included-file formatting at info
severity across 12 projects. The complete PR interface audit now covers
54 interfaces and 271 members with zero missing contracts or line-width
findings. No full-solution or NativeAOT matrix is claimed. New-head CI
has started and remains authoritative for the remote result.

## Test-result gate follow-up at `4b6e1203a`

Azure build 18401 reported the net48 Client job as successful despite a
test-host crash after only 264 passing tests. Its old evaluator counted
per-test failures but ignored the failed run verdict. This was a partial
run, not a benign exit after the suite had completed.

The shared result evaluator now rejects aborted, errored, incomplete,
malformed, or inconsistent TRX reports. Each file must describe a
completed run, so a passing file cannot mask another file's failure. It
retains support for completed runs followed by a benign nonzero host
exit, existing skipped-result conventions, and no-TRX MTP jobs.

All 78 regression cases pass after integration using Windows PowerShell
5.1. Real completed Sessions and Client reports also pass. The
process-test fixture follows the existing NET10_0-only tools-test
pattern; its net48 build is not counted as a test run. Formatting passes
for the added test file.

The Client host crash itself has not reproduced locally. The isolated
fixture passed 59 tests, and two fresh full fast-CI selections each
completed with 2,392 passes and three existing skips, including a run
with crash collection enabled. The CI merge tree is identical to the
tested source tree. No speculative runtime change was made, and the
original partial CI run is not claimed as a full-suite pass. Azure build
18402 has now completed the full net48 Client run: 2,392 passed, three
existing console skips, and a successful test-host exit. The corrected
evaluator independently validated outcome=Completed. Across the matrix,
119 test-project jobs succeeded; Sessions net10.0 was canceled when the
remote provider deprovisioned its runner, so the overall Azure pipeline
was canceled. That cancellation is not claimed as a code failure or a
successful run. CodeQL and three Docker image jobs were still running at
the latest check. The migration discovery failure remains separate.

## Documentation follow-up at `57ed02bea`

The environment blocker has been removed by the maintainer. The three
bundled migration references now exactly match the canonical documents
after deterministic link rewriting; all 15 bundled documents pass
`validate-migration-plugin.ps1`. The canonical migration prose was not
rewritten. `FileSystemClient.md` now documents that extended Windows
roots preserve literal trailing-dot names, completing the filesystem
review follow-up.

The filesystem thread has been replied to and resolved after
publication. The review pass now has 108 of 110 threads resolved. The
two explanation-only threads remain open as requested; no unfinished
change request is being represented as resolved.

## Cross-platform follow-up at `0d9d936a8`

With migration discovery restored, the Linux and macOS test matrix
exposed two stale durable-subscription expectations. The expected value
83,442 encoded the old 32-bit overflow when converting 3,600 hours to
milliseconds. The existing overflow-safe server correctly returns
14,400,000 lifetime intervals at a 900 ms publishing interval. Only
those two expected constants changed; production behavior,
negotiated-hour checks, and all other assertions remain unchanged.

The exact local lifetime selection reproduced both failures before the
correction. The full durable suite now passes 36 cases with 11 existing
skips on each of net10.0 and net48. All four lifetime cases executed and
passed on both targets, and included-file info-severity formatting
passes.

## Session shutdown follow-up at `8daf7f091`

A late net48 Sessions failure exposed a shutdown race. Canceling an
in-flight keepalive read can produce a transport
`ServiceResultException`. The retiring worker treated its own
cancellation as proof that the peer was unavailable, so `CloseAsync` or
`DisposeAsync` could skip the server-side `CloseSession` request. The
worker now ignores that service error only when its own token is
canceled; genuine peer errors still update liveness.

The full integration fixture reproduced the original error-code
mismatch. Four deterministic mock-transport cases then produced three
failures and one passing genuine-error control before the fix. They
verify successful close, returned server error, asynchronous disposal,
and unchanged behavior for a real keepalive failure. Fresh related runs
pass 75 client and 101 integration cases on each of net48 and net10.0,
with no skips. Ten repetitions of the formerly flaky full net48 fixture
pass all 1,010 cases. All three changed files pass info-severity
formatting, and temporary diagnostic instrumentation was removed.

## Atomic listener snapshot follow-up at `82dc22b5d`

Ubuntu Core CI exposed an unsafe formatter rewrite in TCP listener
disposal: `ConcurrentDictionary.ToArray()` had become a collection
spread. A concurrent channel removal between the spread's count and copy
operations could leave a default entry, causing a null dereference
during disposal. The listener now uses the dictionary's atomic `Values`
snapshot and disposes those channels outside the listener lock.

Deterministic regressions close zero, one, or all channels at the copy
boundary. Before the fix, the one/all-removal cases reproduced the exact
null dereference; the unchanged-count control passed. All 23
admission/listener cases now pass on net10.0 and net48, and the full
fast Core net10.0 suite passes 5,267 cases with 88 existing platform
skips. Both changed files pass info-severity formatting. A bounded audit
of the formatter's other snapshot rewrites found no further verified
unsafe concurrent-registry copies.

## Shutdown-test observation follow-up at `58403ee8b`

The net48 shutdown-order test raced its own observation: it read
`m_publishWorkerTask` after starting shutdown, which can legitimately
drain the worker and clear that field immediately. The test now captures
the worker before shutdown starts and confirms it is initially running.
It still requires the worker to finish while shutdown remains blocked by
the held manager semaphore. Production behavior is unchanged.

A temporary scheduling perturbation reproduced the exact null-field
failure. The corrected capture passed 100 perturbed iterations; both the
temporary repeat and yield were then removed. The final 126
subscription/lifecycle cases pass on each of net48 and net10.0, and
formatting passes. A complete local Sessions net10.0 run also passed 780
cases with 379 existing capability skips in 7m20s after the earlier
keepalive correction.

## Retirement and alias-startup follow-up at `1a048ff39`

The shadow-generation test now observes its documented asynchronous
cleanup through the existing bounded helper. Removing the replacement
does not join a background drain that already claimed the retired
generation. The test still checks live-registration removal immediately
and requires the old node to disappear; no timeout or production
lifecycle behavior changed. All 81 lifecycle cases pass on each of
net10.0 and net48.

Initial alias-node materialization now retries one timed-out, read-only
snapshot query before creating nodes for that root. The retry is logged
through source-generated logging. Each query retains the original shared
100 ms deadline; repeated timeouts, other errors, and cancellation still
abort startup. Client searches and live refresh do not gain this
immediate retry. Fault-injection tests cover success after one timeout,
a persistent timeout, a different store failure, and cancellation. All
187 related alias/hosting cases and the original certificate-rotation
integration case pass on each target; the positive test records exactly
one retry warning. The alias documentation now accurately describes the
shared request budget.

All changed C# files pass formatter checks, and the complete
54-interface/271-member documentation audit passes. Fresh CI is running
on `1a048ff39`; the previous completed matrix exposed only the two
failures corrected in this batch and their dependent summaries.

## Sample endpoint allocation follow-up at `d08a94925`

The strong-cluster test harness allocated OPC UA and Raft endpoints in
separate released-port batches. Uniqueness was enforced only inside each
batch, so the same OS-assigned port could appear in both protocol
groups. The harness now requests one distinct batch for both groups and
splits it before launching any replicas.

Deterministic one- and three-replica allocation cases reproduced
overlapping groups with the old plan and pass with the corrected plan.
The complete 17-case short-haul sample suite passes without skips; all
failover, historian-continuation, and service assertions remain
unchanged. Both changed files pass info-severity formatting. This
prevents intra-cluster self-collisions but does not claim to reserve
released ports against unrelated external processes.

## Code-review follow-up at `085fd9636`

A review of the complete branch diff found five defects this PR
introduced. All are now fixed, each in its own commit.

`RelatedTo`'s recursive-to-iterative rewrite defaulted the optional
`includeTypeDefinitionSubtypes` and `includeReferenceTypeSubtypes`
operands to `false`. Part 4 §7.7.4 specifies both default to `true`, so
a filter that omitted them silently stopped matching subtypes.
Dynamically created key-credential nodes derived their namespace from
the containing folder, which is the standard `i=18155` node in namespace
0 — the namespace reserved for the OPC UA standard address space; they
now resolve the server-owned namespace and fail with `BadInternalError`
rather than guessing index 1. The retained audience-less
`CreateTokenData` overload produced tokens that verification always
rejects, so it is now `[Obsolete]` and throws instead. A failed
reference to a remote parent left the new node registered with a
one-sided inverse reference, and is now rolled back. An existing `.pfx`
is restricted before it is rewritten, rather than after its new key
bytes are on disk.

One further reported finding was rejected after investigation.
`JwksIssuerKeyResolver` deliberately does not dispose retired key
snapshots: `RetiredKeysAreCollectibleWhileResolverRemainsAliveAsync`
proves the resolver retains no retired snapshot, and
`ReturnedKeysSurviveRepeatedRefreshAndResolverDisposalAsync` requires
already-returned keys to keep verifying across refreshes and resolver
disposal. Adding disposal would have broken that tested contract, so the
exploratory change was reverted.

Validated on net10.0 and net48: 256 Core and 633 Server cases pass, with
one pre-existing net48 skip. The build reports zero compiler and
analyzer diagnostics, all eight included-file info-format checks pass,
the contract audit covers 58 interfaces and 310 members with no
findings, and the 15 bundled migration documents validate. All 122
review threads are resolved; the key-credential namespace thread was
reopened to retract an earlier incorrect answer and then resolved
against the real fix.
## Review-body follow-up at `da0d59cfb`

The re-review at `8daf7f091 + 82dc22b5d` listed four items in its
summary that had no inline thread of their own, so they had not been
picked up. All four are now fixed.

Both event-dispatch permission gates had been tightened from not-Bad to
`IsGood`, which silently dropped events whose permission verdict is
Uncertain; the data-change path in the same file still treated Uncertain
as deliverable, so the two had diverged. `EventSourceRegistry` only
cleared `ConsecutiveFailures` when a source was deactivated, so a source
that had backed off to the 30-second cap kept that delay for the rest of
the process even after starting successfully.
`UserNameIdentityTokenHandler` built a temporary issuer chain whose
`Add` calls take independent certificate references, and never released
them.

The fourth was the receiver-side sequence rollover, which the reviewer
had correctly re-flagged as still open despite its thread being
resolved. `m_sequenceRollover` was set permanently, so the second legal
wrap on a long-lived channel was rejected and faulted the channel along
with the transport-reconnect OPN. OPC 10000-6 does not cap a
SecureChannel at one wrap. The flag is now cleared once an accepted
number has traversed the normal range, which keeps rejecting a replayed
low number that never left the rollover window.

Validated on net10.0 and net48: 636 / 593 Core cases and 135 / 134
Server cases pass, including the new
`UaSCBinaryChannelSequenceRolloverTests` and the Uncertain-permission
delivery cases. The build reports zero compiler and analyzer diagnostics
and the changed files pass included-file info-format checks on both
targets.

The previous head `085fd9636` was fully green: 279 checks passed and
Azure build 18414 succeeded with 137 of 137 jobs, after the platform
automatically retried a job whose NuGet tool download had hit a
transient TLS error.
## Reported issues #4508 and #4509 at `6ad1ecf16`

**#4508 (V2 subscription recreate deadlocks against a faulted transport)
was not yet fixed and is now closed by `bac260a06`.** Both drain sites
the report identifies were still unbounded. A publish worker that
started its request before the quiesce parks inside the service call on
the channel ready gate while holding an active publish request; the
recreate that would make the channel ready is the very operation
awaiting the drain, so the wait never ends.

The drain now cancels in-flight attempts through a per-attempt token
linked to the worker token. An aborted worker rolls its acknowledgements
back, releases the request and returns to the paused park instead of
terminating, so it resumes when the caller leaves the quiesce. Publish
ingress stays quiesced for the caller's operation, so
`DropPendingForSubscription` keeps the guarantee the report asks to
preserve and no blind timeout is added. The new regression parks a
worker on a cancellable gate that never completes on its own: it
reproduces the hang for the full 30-second budget before the change and
passes after it.

**#4509 (identity provider fails the initial connect) was already fixed
for its primary symptom.** `HandleConnectAsync` materializes the
provider's identity through `CreateIdentitySelectionContext` before the
first `CreateAsync`, so Anonymous is no longer substituted against a
UserName-only endpoint. `6ad1ecf16` adds the two remaining details from
the report: the enabled-policy set now includes the negotiated channel
policy, so a client cannot reject the policy it already accepted as
`NotEnabledByClient`; and when discovery has not populated the
endpoint's token policies the connect keeps the configured identity so
the attempt fails at the transport layer for the reconnect policy to
retry, instead of failing at the identity layer.

Validated on net10.0 and net48: 477 / 473 client session and
subscription cases pass, the build is free of compiler and analyzer
diagnostics, and the changed files pass included-file info-format checks
on both targets. The full `Opc.Ua.Sessions.Tests` suite also passes
locally on net10.0 with 782 passed and 379 pre-existing capability
skips.

GitHub checks are green on this head: Build and Test .NET 10.0, Docker
Sample Images CI, and NuGet Publish all succeeded. Azure build 18417
completed 134 of its 135 jobs successfully; its net10.0 Sessions job was
cancelled by the hosted-agent provider ("Received request to
deprovision"), the same infrastructure flake that hit build 18409
earlier on a head predating these changes. That job is not claimed as
passing, and the local full-suite run above covers the same project. The
previous head `da0d59cfb` completed Azure build 18415 with every job
succeeded.
## Review follow-up at `a08f0c12b`

Eleven new review threads arrived, nearly all documentation. Before
acting on each "this is new in 2.0" remark I checked the API against
`master378` rather than assuming, because a genuine 1.5 API still needs
its migration entry.

`ManagedSession`'s server-redundancy refresh had two hard-coded
two-second bounds. The new `ServerRedundancyOptions` exposes
`RefreshTimeout` for the metadata read and `PeerDiscoveryTimeout` for
each peer lookup, defaults both to the previous two seconds, validates
that a bound is positive or `Timeout.InfiniteTimeSpan`, and flows
through `ManagedSessionOptions`, `ManagedSession.CreateAsync`, the
fluent builder, and `DefaultServerRedundancyHandler`.

`AsyncCustomNodeManager` and `KeyCredentialBridgeAuthenticator` are both
absent from `master378`, so their obsolete members had no compatibility
constraint and are removed rather than carried:
`AsyncCustomNodeManager.ReadInitialValue`, the audience-less
`CreateTokenData` that only threw, and the audience-less `CreateProof`
that produced a proof no server accepts.
`CustomNodeManager2.ReadInitialValue` and the `MonitoredNode2` migration
section are genuine 1.5 APIs and are untouched.

The documentation now states master's behaviour instead of the delta
from 1.5.378, with each moved item already covered under
`docs/migrate/2.0.x/`. `IHistorianAnnotationProvider` is described by
its annotation-time key rather than as "legacy" — it is new in 2.0, so
the label implied a compatibility constraint that does not exist. The
KeyCredential bridge payload's `"version"` field is explained as a
vendor-extension format version with no OPC UA counterpart, and its
version-1 upgrade narrative is gone. `CertificateManager.md`'s migration
walkthrough is replaced by the resolver API it targets.
`NodeManagers.md`, `Sessions.md`, `AsyncServerSupport.md`,
`Certificates.md`, and `Profiles.md` no longer announce features
relative to 1.5. `Benchmarks.md`, `WhatsNewIn2.0.md`,
`DeveloperGuide.md`, and `docs/migrate/` keep their 1.5.378 references,
which are their subject.

CI then exposed a defect this batch introduced: five fixtures resolve
`ManagedSession`'s private constructor by its exact positional parameter
types, so the added parameter compiled cleanly but made `GetConstructor`
return `null` at run time. `7df1d5c40` updates every site;
`Redundancy.Client` passes 126 of 126 and the affected client fixtures
112 of 112.

The BouncyCastle question is answered and tracked in #4510:
`Opc.Ua.Core` already project-references `Opc.Ua.Security.Certificates`,
which already carries the conditional BouncyCastle reference, so the
raw-ECDH polyfill belongs there rather than as a new Core dependency.
The `IUserDatabase` metadata question is addressed to another maintainer
and is deliberately left open.

## Reported issue #4509 follow-up at `5d4d13d63`

The reporter verified `6ad1ecf16` and found one case still failing,
correctly. The empty-token-policies branch kept the configured identity
so a server that is down surfaces a transport failure rather than an
identity error. A provider-only configuration has no configured
identity, so it kept `null`: `OpenCoreAsync` turned that into Anonymous
and `OpenValidateIdentity` rejected it with `BadIdentityTokenInvalid`,
silently ignoring the configured provider.

The branch now requires a configured identity to defer to. Without one
the provider is consulted, so its own `BadIdentityTokenRejected` names
the offered and rejected policy set instead. Two regression tests cover
both configurations; the first fails against the previous behaviour by
reaching the session factory with a `null` identity, which is the exact
step that produced the reported error. That branch had shipped without a
test, which is why the case was missed.

## Review and CI status at `5d4d13d63`

**All actionable review threads are resolved: 132 of 133.** The single
open thread is a question the reviewer addressed to another maintainer
about moving user metadata into `IUserDatabase`; it is left open for
them rather than resolved silently. Every resolved thread carries a
reply naming its fix commit.

**Latest-head CI is green on `5d4d13d63`: 279 checks passed, zero
failed, zero pending**, with one conditional signed-package publishing
job skipped. Local validation for this batch: the full
`Opc.Ua.Client.Tests` suite passes 2,430 of 2,430 on net10.0,
`Opc.Ua.Redundancy.Client.Tests` 126 of 126, and `Opc.Ua.Server.Tests`
590 of 590 for the affected selections. Both net10.0 and net48 build
clean for `Opc.Ua.Client`, `Opc.Ua.Server`, and the changed test
projects, and all changed files pass included-file info-severity
formatting on both targets.

The PR remains open; no merge was performed. As stated at the top, this
does not claim that every item in the 244-finding audit backlog is
complete.
## Latest CI follow-up at `b6f2dfa43`

Azure build 18442 exposed a net48 compile regression in the Kafka
adapter: `RuntimeHelpers.GetUninitializedObject` is unavailable on .NET
Framework. Commit `2cf1e0eed` now uses normal `ProducerMessage`
construction on `NETFRAMEWORK` while retaining reflection-based
construction for modern targets that can load a different Dekaf runtime
asset. The exact net48 CI selection passes 92 of 92 tests, and the
netstandard2.1 adapter guard selection passes 11 of 11.

After merging the latest `master`, GitHub Actions run 35643592139 is
green. The initial Ubuntu Core.Schema job built successfully and passed
160 of 160 tests, then hit an external 403 while finalizing its
test-result artifact; its failed-job rerun completed successfully. Azure
build 18451 was canceled when its remote provider deprovisioned the
net10.0 Sessions runner (`Received request to deprovision: The request
was cancelled by the remote provider`). Azure attached no test task log
or source error, and the canceled parent left that child check stale as
in-progress. No source workaround, test skip, or check relaxation was
made for either infrastructure failure.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 68f26810-22b8-476f-abcd-0a8c82d6e208
2026-09-22 09:10:58 +02:00
Marc Schier fa8d45f2cf Fix server/core validation, lifecycle and protocol regressions (#4477)
# Description

**Server/core audit fixes with regression tests. Latest review-fix
validation, merge validation and earlier acceptance results are
distinguished below.**

This addresses a 95-finding server/core report. Every finding was
reviewed with
the OPC UA specification knowledge base or, where the standard does not
prescribe a C# implementation, the corresponding ownership/configuration
contract. Incorrect or withdrawn subclaims remain qualified rather than
being
presented as additional fixes.

The original checkpoint covers session identity/certificate validation
and
revocation; certificate/key ownership and transactional updates; TCP
reconnect,
receive/admission and buffer lifetime; HTTP quotas; subscription
admission,
durability and pooled payloads; file-operation lifecycle; historian
aggregates;
fluent/state-machine behavior; and related utilities. It includes
targeted
regressions and directly related documentation.

The approved acceptance cleanup is separate in the commit history:

| Cleanup | Verified result |
| --- | --- |
| Invalid identity-policy and KeyCredential fixture inputs | Fixtures
explicitly advertise Username and use its generated policy ID.
Credential persistence uses valid clear mode inside the existing
encrypted admin context. Original permission, lockout and negative
encryption assertions remain. |
| Native GDS lifetime and concurrent connection failures | Retain
ApplicationInstance until client teardown. A deterministic native
reproducer proved the test-only channel cap of 10 was exhausted;
removing that override restores the existing bounded default of 1000. No
global serialization or production quota change. |
| Stress certificate ownership and close accounting | Balance two helper
references and the fake transport's server-certificate ownership.
Replace the invalid event-count bound with exactly-once physical
disposal, opens = closes, zero active entries and one logical entry
lifetime. |
| Participant deadlines | Use the injected TimeProvider with the
existing cross-framework WaitAsync overload. Tests pin one tick before,
exact expiry, terminal notification, recovery and timely completion. |
| Reproducibility and platform assertions | Preserve canonical WoT
bytes/hashes, explicit display-culture contracts and exact
numeric-vector assertions. Accept Apple's CryptographicException subtype
without weakening disposal balance. |
| Missing user-signature proof | Reject null/empty proofs before OS
crypto. Return BadUserSignatureInvalid per Part 4, 5.7.3.3. None-policy
and valid-signature controls remain. A CI-only test nullable-context
error was corrected without changing production behavior. |
| Durable sample restore and shared test storage | Dequeue waits for
actual batch residency instead of treating failed restore completion as
success, and restored files close before deletion. Five deterministic
regressions failed before the fix. The two fixtures that clear the
shared batch directory are isolated; all original 3,000-item assertions
remain unchanged. |

## Latest review follow-up

Commit `828856850219518970e8e2f580b8f94b3c1fc748` fixes the deferred
robotics
disposal reported in the latest review.
`RobotIntentNodeManager.DisposeAsync`
now joins a shared controller-host drain and then explicitly awaits base
node-manager disposal. A controller's bounded shutdown wait may defer
its
cleanup, but no longer lets the node-manager override finish early.
Concurrent
callers, including an asynchronous call after synchronous `Dispose`,
cannot
bypass the drain after the host list has been detached.

Synchronous disposal remains nonblocking for deferred work. Deferred
initialization failures are logged and retained, and base cleanup
failures
propagate to asynchronous callers. The existing controller-level bounded
disposal contract is unchanged; the node-manager contract is documented
in
`docs/Robotics.md`.

| Regression requirement | Evidence |
| --- | --- |
| Wait for deferred hosts; preserve synchronous compatibility and
concurrent joins | `NodeManagerAsyncDisposalWaitsForDeferredHostsAsync`:
four cases covering both entry-point orders and zero/positive host
shutdown waits. All four failed before the fix. |
| Wait through base cleanup and observe failures |
`NodeManagerDisposalWaitsForBaseCleanupAndReportsItsFailureAsync`: four
cases hold the actual base-resource semaphore, verify pending callers
after the host finishes, then check success or the same propagated
exception and exactly-once cleanup. |

The focused `IntentHostingCoverageTests` and
`IntentControllerHostTests.Dispose`
selection passed **30/30 on net10.0 and 30/30 on net48**, with no
failures or
skips. The final net10 solution build passed with zero errors and only
the four
previously documented CA2249 warnings in unchanged fuzz-test code. No
new
warnings, analyzer suppressions, dependencies, or weakened assertions
were added.
The review thread received a commit-specific reply and was explicitly
resolved.

This verification is scoped to the robotics feedback; the earlier full
Subscriptions-run limitation remains recorded in the merge section
below.


## Documentation review follow-up (2026-09-14)

Commit `f9a9686fcc5d3cfd19cbbc8c2d826e20f5c7e72f` addresses the six
follow-up
threads on documentation and implementation rationale. Each has an
in-thread
reply citing the commit and an explicit resolution.

Multiline XML documentation now covers the declarations introduced or
modified
throughout the entire PR, including internal contracts, samples, tests,
and
public members of related private helpers. A syntax-aware inventory
checked
**2,031 declarations across all 256 PR C# paths with zero documentation
gaps**.
A supplementary check also covers **75 previously unchanged public
members**
of private helpers involved in the changed code. Token comparison across
the
conditional-compilation branches proves this follow-up changes **no
executable
C# or test assertions**. Project-file changes are rationale comments
only.

The implementation questions are documented at their source:

| Question | Resolution |
| --- | --- |
| Certificate assembly friendship | Server Push configuration reuses the
internal explicit-subject CSR helper with the existing key; no public
crypto API was added. |
| Core.Types assembly friendship | Server builders use internal
transition callbacks/revision guards; Server.Tests checks the revision
deterministically without creating a public compatibility contract. |
| Always-single-reader notifications | One dequeuer preserves event
order; optional concurrency fans out within one event and joins before
the next event. |
| Asynchronous disposal completion | `DisposeAsync` already joins the
completion published after admitted operations and all cleanup attempts.
The compatibility `Dispose` remains nonblocking to avoid deadlocking an
admitted callback against its own drain. |

The requested detailed review disposition follows. It distinguishes
actual
fixes from confirmed policies and incorrect subclaims rather than
counting every
comment as a new runtime change.


### Detailed disposition of review 5191795284

The [SDK
review](https://github.com/OPCFoundation/UA-.NETStandard/pull/4477#pullrequestreview-5191795284)
was submitted against `1c4a9df6c`, before the subsequent merge and
feedback fixes.
Its **15 inline threads** have each received an action-specific reply
and an
explicit resolution. A fresh GraphQL query verified those replies and
resolution
states; the fixes in `b8a59990f` remain ancestors of the current branch.

| Review concern | Action and disposition | Concrete regression evidence
|
| --- | --- | --- |
| Injected certificate-store providers bypassed | **Fixed.**
Registration, configuration snapshots, and validation use the injected
providers. Explicit custom types remain authoritative; the built-in
Directory catch-all is deferred so native X509 paths and later custom
providers are not captured. Failed store opens dispose the created
store. | `InjectedProviderResolvesRegisteredAndConfiguredTrustStores`
covers default-provider ordering and both registration paths; provider
validation/open-failure cases and the unchanged
`TrustedCertificateInjectedViaIndependentX509StoreIsObservedAsync` cover
real use and independent-store visibility. |
| Unguarded timer-thread leadership callbacks | **Fixed.** Each
subscriber's exception is logged independently and cannot suppress
subsequent subscribers or fail lease operations. `IsLeader` reads the
deadline without invoking application callbacks. |
`ThrowingLeadershipSubscriberDoesNotFailAcquireOrDisposeAsync`,
`ExpiryNotifiesOtherSubscribersWhenOneThrowsAsync`, and
`IsLeaderDoesNotDispatchExpiryNotificationsAsync` were all demonstrated
failing before the fix. |
| Legacy pending-key provider accepts an unfinishable regenerated CSR |
**Fixed by explicit capability validation.** A provider implementing
only `IPendingCertificateKeyStore` receives `BadNotSupported` before key
generation or persistence when regeneration is requested. Existing-key
CSR/update remains supported. Regeneration requires matching-only
consumption; no unsafe destructive probing was introduced. |
`LegacyPendingProviderRejectsRegenerationBeforeCreatingOrSavingAKeyAsync`
checks no key or store mutation;
`LegacyPendingProviderCompletesExistingKeySigningAndUpdateAsync` proves
the supported flow completes. |
| Shutdown waits behind user deactivation | **Fixed.** Accepted
deactivations drain before the master's lifecycle gate is taken.
Configuration retains its binding until the shared drain completes,
including concurrent shutdown callers and direct master disposal. | Four
cases of `ShutdownDrainsDeactivationOutsideTheSessionClosingGateAsync`
exercise real configuration/binding/ServerInternalData/master reentry,
retained address space, exact session/subscription closure, and no
production cancellation shortcut. |
| Subclass cleanup runs under the operation-lifetime lock | **Fixed.**
Cleanup starts outside that lock. A pre-published completion joins all
disposers, and only the active asynchronous teardown context may use
guarded helpers. Captured contexts lose that privilege when the callback
exits. |
`SynchronousOwnedCleanupLetsSamplingWorkerReachClosedAdmissionAsync`,
`DisposeCoreCanUseGuardedMembersWithoutReopeningCallerAdmissionAsync`,
captured-context rejection, and exact cleanup-failure/ownership
assertions cover both synchronous and suspended cleanup. |
| Discovery requestId-zero chunk read after pool return | **Fixed by the
earlier merge.** Discovery validation precedes `SaveIntermediateChunk`;
no read occurs after that path can return the buffer. The ordering is
retained. | `DiscoveryChannelReadsTheFirstChunkBeforeItIsReturnedAsync`
uses a poisoning pool and the requestId-zero path. |
| T1.8 OPN cleanup misses post-decryption throws | **Fixed by the
earlier merge and pinned with new regressions.** Both sequence rejection
and certificate mismatch release the decrypted body and input ownership.
| `OpenSecureChannelRejectionAfterDecryptionReturnsEveryRentalAsync`
checks the exact audit status and pool conservation. Omitting either
corresponding release in an isolated snapshot made its case fail; no
mutation remains. |
| T1.2 mount-root protection depends on the provider | **Fixed at the
host boundary.** Separator-only aliases resolve to the protected root.
Traversal, empty/whitespace segments, backslashes, and drive/stream
qualifiers are rejected before arbitrary providers are invoked. Valid
nested paths and root destinations remain supported. | A deliberately
permissive provider is used by
`NonCanonicalObjectPathsCannotDeleteMoveOrCopyAsync` and invalid-target
cases; exact zero-call checks are paired with legitimate
nested-path/root-destination controls. |
| Inline trusted/issuer entries now face CRL checks | **Intentional
strict behavior, documented and tested.** A configured backing store
with strict unknown-status rejection requires current revocation
information. Explicit-only lists without a store retain their no-store
behavior. Actual revocation cannot be suppressed; a matching store
entry's policy takes precedence. |
`InlineIssuerWithStoreHonorsStrictUnknownRevocationPolicyAsync`,
`InlineIssuerRevocationIsNeverSuppressedAsync`, store-precedence cases,
and explicit-only controls preserve the missing-information versus
actual-revocation distinction in Part 4 6.1.3. |
| RSA minimum applied to unspecified ECC identifiers | **Fixed at the
application-certificate check.** The RSA minimum is compared only with
an actual RSA public key. An unspecified ECC identity is not replaced
simply because its key size is below an RSA threshold. |
`SilentCertificateCheckPreservesUnspecifiedEccIdentityAsync` checks DER,
thumbprint, store contents, and private-key retention; explicit RSA and
HTTPS minimum controls remain. |
| Failed directory refresh wedges corrective mutations | **Fixed.**
Recoverable automatic pre-refresh failures are logged and leave
reconciliation pending, but do not block corrective provider mutations.
Explicit refresh errors, capacity admission, caller cancellation, and
actual provider denials remain enforced. |
`CorrectiveDeleteRecoversAfterPersistentOverLimitRefreshFailureAsync`
converges an externally over-limit directory back to its exact allowed
contents. Capacity, cancellation/token, and six refresh-error controls
check negative paths. |
| Timed-transition rejection logs at 10 Hz | **Fixed.** Repeated
`(state, revision, status)` warnings are deduplicated without changing
the retry cadence. A different status or state entry permits another
warning. | `RepeatedTimedRejectionLogsOnceAndRecoversAsync` checks one
warning over eleven rejections and success on the next attempt.
Status-change and same/different-state reentry controls pin reset
behavior. |
| Bad unsubscribe strands retired-generation bookkeeping | **Fixed.**
Retired all-event bookkeeping completes even when unsubscribe reports
Bad; the first Bad is still returned to the caller. | Good and
BadCommunicationError cases of
`RetiredAllEventsDeletionCompletesBookkeepingAndReleasesGenerationAsync`
check event/snapshot removal, generation release, and exactly one
unsubscribe without finalization replay. |
| CSR subject parsing and fallback | **Fixed for existing and
regenerated keys.** Omitted subjects fall back to the actual stored
certificate. Regeneration resolves the public certificate's subject
before creating a key. Malformed or unresolvable subjects return
`BadInvalidArgument` before pending-key mutation. | Store-only fallback,
real-generator null/empty cases, and missing-subject/malformed-DN
controls verify the signed CSR, matching fresh pending key, unchanged
active identity, and no destructive side effects. |
| Committed RemoveUser change reported as failed | **Fixed for
RemoveUser and ModifyUser.** Accepted cleanup is still awaited and close
failures remain logged, but cannot replace the committed mutation
result. Precommit failures retain their original result and side
effects. |
`CommittedUserChangeKeepsResultAndPublishedUsersWhenCloseFailsAsync`
checks published Users, Good result, logging, and continued closes.
`FailedUserChangeKeepsPublishedUsersAndDoesNotCloseSessionsAsync` checks
BadNotFound with no publication or close. |
| Alleged pooled decoded-request aliasing | **No runtime redesign
needed; reviewer rebuttal confirmed.** The decoder copies the relevant
input data. Misleading ownership comments were corrected rather than
introducing a new dispatch model. |
`DecodedRequestRetainsValuesAfterInputBuffersAreReturnedAsync` checks
the exact decoded NodeId and ByteString after returned arrays are
poisoned. |

The current documentation-only follow-up rechecked **104 Core, 473
Server, and
4 Configuration cases** covering these concerns: **581 passed, zero
failed or
skipped**. The final net10 solution build also passed with **zero
warnings and
errors**. The complete earlier Core/Server/Configuration and net48
results remain
listed separately rather than being presented as rerun current-head
acceptance.

## Earlier review follow-up

Commit `b8a59990fe2e8e967a12ffd5d9158beed7831143` addresses all 19
review
threads. Each thread has an in-thread reply naming this commit and was
explicitly
resolved after verification; the final paginated query found 19 resolved
and
zero unresolved threads.

The follow-up fixes injected certificate-store selection (including
default
provider ordering and native X509 paths), actual-RSA minimum
enforcement, and
CSR capability/subject validation before key mutation. Node-manager
teardown
uses simpler scoped ownership and drains accepted user revocation
outside the
master gate; committed user results and retired-event cleanup remain
correct
when cleanup reports failure. File mutations can recover after failed
refresh
without bypassing capacity or cancellation, provider paths protect mount
roots,
and repeated timed rejections no longer flood logs. Leadership
subscriber
failures are isolated without callbacks from `IsLeader`.

Regressions also pin the already-merged OPN/discovery buffer fixes and
prove
decoded request values do not borrow returned input buffers. The strict
inline
issuer revocation policy is documented and tested, not weakened.
Existing tests
were changed only for the reviewed behavior: the incorrect
committed-user result
was corrected, and inline-issuer/root-alias controls were expanded.

### Review-fix validation

| Suite | Scope | Framework | Passed | Existing TRX NotExecuted |
| --- | --- | --- | ---: | ---: |
| Core | Complete project | net10.0 | 4,970 | 88 |
| Server | Complete project | net10.0 | 6,414 | 69 |
| Configuration | Complete project | net10.0 | 231 | 0 |
| Core | Certificate, lease and buffer compatibility slice | net48 | 153
| 0 |
| Server | Reviewed lifecycle, user, file, timer and CSR compatibility
slice | net48 | 692 | 0 |
| Configuration | Complete project | net48 | 231 | 0 |
| CSR provider regressions | Final portable-mock follow-up | net10.0 |
11 | 0 |

All runs exited successfully with normal concurrency and leak detection.
The Server console reports 5 skips; its TRX additionally records
existing
assumption/explicit cases, hence the 69-record count above. The
Framework build
caught two modern-only `ValueTask.CompletedTask` usages in new mock
setup; only
those expressions changed to the equivalent portable
`default(ValueTask)`.
The complete modern suites precede that test-only correction; all
production
files remained byte-identical, and the corrected fixture passed on both
targets.

The final net10 solution build succeeded with 0 errors and the same 4
CA2249
warnings in unchanged fuzz-test code. Diff checks and changed-line
whitespace
checks are clean; whole-file formatting still identifies 10 unchanged
baseline
lines, which were not reformatted outside the feedback scope. The
committed
35-file tree was hash-verified against the validation inputs.

This is the review-feedback verification scope, not a rerun or sign-off
of the
historical complete platform/native/soak acceptance campaign below.


## Latest upstream merge

Merge `9d9bf679f317164c5b2b90924cd3cdc27a86d451` integrates `master`
through `162fc5ebb` (#4486),
including the AddNodes child-name index, shared certificate-error
reporting,
CTT sample-data corrections, and the accompanying regressions and
documentation.

The CreateSession conflict preserves this branch's certificate
ownership,
required certificate, application-URI, and channel-certificate checks.
The
validation result now retains nested errors through `ThrowIfInvalid`,
allowing
the upstream shared reporting helper to mask trust, policy, and
revocation
failures consistently without losing audit detail.

The new indexed AddNodes regression initially attempted to reuse a
deterministic
NodeId after renaming its existing node. Renaming frees the BrowseName,
not that
NodeId. `IndexedBrowseNameReusePreservesExistingNodeIdentityAsync` now
proves
both contracts: the derived-ID collision leaves the original node
intact, then
a fresh explicitly requested ID can reuse the old name while the new
name
remains protected against duplicates. No production identity rule was
relaxed.
The incoming seeded random-index test uses the existing `UnsecureRandom`
wrapper
with the same seed and sequence; no new analyzer suppression was added.

| Local merge validation | Framework | Passed | Existing exclusions |
| --- | --- | ---: | ---: |
| Core, complete project | net10.0 | 5,081 | 88 |
| NodeState / BaseInstanceState | net10.0 | 579 | 0 |
| Server node management, certificate and session-security selection |
net10.0 | 112 | 0 |
| InformationModel node-management services | net10.0 | 29 | 1 |
| NodeState / BaseInstanceState | net48 | 578 | 0 |
| Core certificate validation, error reporting and TCP buffers | net48 |
111 | 0 |
| Server node management, certificate and session-security selection |
net48 | 112 | 0 |

All selected runs exited successfully at normal concurrency: **6,602
passing
test executions**. Modified test assemblies were explicitly rebuilt, and
the
combined name/identity regression was verified by name in both net10 and
net48
results. No skips or weakened assertions were introduced.

The final `dotnet build UA.slnx -c Release --no-restore -m:1` with
`CustomTestTarget=net10.0` succeeded with **zero warnings and zero
errors**.
The resolved source and adjusted tests pass whitespace verification, and
their
source hashes match the validation inputs.

This is merge-specific verification. Earlier review results and the
previously
reported incomplete full Subscriptions runs below remain scoped to their
own
commits; they were not reopened or relabeled as passing by this
operation.

## Previous upstream merge (2026-09-15 morning)

Merge `c4694e20ab089c555af233642042133ff3a03ac8` integrates `master`
through `484d6c887`, retaining
#4481's shared Like parser/GDS query fixes, #4488's RequestHandle
recovery in
ServiceFaults, and #4487's expired-session and durable-transfer
corrections.

Three conflict resolutions preserve both sides:

- Alias searches now use the shared `LikePattern` implementation,
including
upstream malformed-list validation. A timeout overload retains this
branch's
100 ms per-alias deadline and `BadTimeout` reporting without keeping a
second
wildcard translator. The shared matcher's original unlimited overload
remains
unchanged for existing GDS/ContentFilter callers. New regressions cover
bounded prefix/list scans, reuse after timeout, and the alias service
result.
- Expired activation closes outside the session-manager gate using
upstream's
once-only timeout claim, audit, and diagnostic accounting. This branch's
  original-channel and security-policy checks remain in place.
- TCP buffer tests retain this branch's ownership, poisoning-pool and
post-decryption checks alongside the upstream RequestHandle/fault
overload
  tests; neither set was discarded.

The upstream HTTPS binary behavior is intentionally retained: a decoder
`ServiceResultException` produces HTTP 200 with an OPC UA ServiceFault
carrying
the decoder status, response timestamp, and recoverable RequestHandle,
rather
than the previous HTTP 500 text response. Other exceptions retain their
existing HTTP error handling.

| Local validation | Framework | Passed | TRX NotExecuted |
| --- | --- | ---: | ---: |
| Core, complete project | net10.0 | 5,054 | 88 |
| Sessions, complete project | net10.0 | 780 | 610 |
| Server aliases, expiry/security and subscriptions | net10.0 | 288 | 0
|
| GDS database, paging and live directory calls | net10.0 | 263 | 0 |
| Shared Like patterns and bounded evaluation | net10.0 | 109 | 0 |
| Subscriptions transfer/durability/service selection | net10.0 | 23 | 1
|
| HTTPS WebApi, complete project | net10.0 | 346 | 0 |
| InformationModel aliases | net10.0 | 54 | 5 |
| Shared Like patterns and bounded evaluation | net48 | 109 | 0 |
| Core fault handles, TCP/HTTPS and filters | net48 | 268 | 0 |
| Server aliases, expiry/security and subscriptions | net48 | 288 | 0 |

These selected runs exited successfully with normal test concurrency:
**7,582 passing test executions**. Sessions' console reports 379 skips;
the
TRX also contains conditional/assumption exclusions, so the table uses
the
actual 610 NotExecuted records. No skips or weakened assertions were
added.
The new `EvaluationTimeoutBoundsWorkAndPreservesPatternReuse` and
`SharedPatternTimeoutRemainsAnAliasServiceError` tests passed on both
targets.

**Validation limitation:** two unfiltered Subscriptions runs did not
produce
a final result and were stopped, including a retry with a hang guard.
They
are not counted as passing. The isolated failover fixture passed 2/2,
and the
transfer/durability/service selection above passed. The stall's cause
was not
established; no unrelated code or test was changed to conceal it.

The final `dotnet build UA.slnx -c Release --no-restore -m:1` with
`CustomTestTarget=net10.0` succeeded with **0 warnings and 0 errors**.
Whitespace verification passed for all hand-reconciled files, and staged
source hashes match the validation inputs.

These are merge-specific checks, not a new full platform/native/soak
acceptance
sign-off. Earlier review and acceptance evidence below remains dated to
its
own commit.

## Previous upstream merge (2026-09-14)

Merge `c3e09553e4d1509502d4ba751960d58491bea2cf` integrates `master`
through `6313e38a0` (#4478),
including the CTT-driven Part 13 aggregate corrections and FindAlias
argument
validation. The upstream tests and CTT documentation are retained.

The single conflict in `AliasNameWildcardMatcher` is reconciled through
the
branch's shared regex compiler: upstream malformed-pattern rejection and
`IsValidPattern` coexist with OPC UA character escaping,
whole-string/newline
matching, the 100 ms timeout, and service-level error reporting. The
upstream
ReferenceTypeFilter checks and chronological aggregate behavior are
preserved.

Local merge verification:

| Suite / selection | Framework | Passed | Existing skips |
| --- | --- | ---: | ---: |
| Server aliases, aggregates and historian | net10.0 | 1,011 | 0 |
| Server aliases, aggregates and historian | net48 | 1,011 | 0 |
| InformationModel aliases | net10.0 | 54 | 5 |
| Features aliases | net10.0 | 11 | 0 |
| Client aliases | net10.0 | 28 | 0 |
| History aggregate/historical-access consumers | net10.0 | 265 | 0 |

All selected tests passed at normal concurrency. The final net10
solution
build passed with 0 errors and 0 warnings.
The resolved file's whitespace check and the staged diff check passed.
These
are merge-specific checks, not a new full platform/native/soak
acceptance claim.

## Previous upstream merges

Integrates `master` through `8e874d073`, including the Client, Types,
Core and
source-generator audit fixes in #4471, #4473, #4474 and #4475, plus the
event queue-size revision from #4480. The merge commits are `150ea0439`
(26 conflict resolutions) and `a0e17c07c` (the base update that arrived
during
validation).

The overlapping fixes are reconciled rather than replacing either
branch:

- **Rejected-certificate retention follows this branch, as explicitly
requested:**
zero means unlimited history; negative values disable new storage while
preserving existing backend trimming behavior (Directory clears prior
history;
shared key/value leaves it intact). The processor and manager policy are
not
  redefined, and documentation/tests describe the distinction.
- Preserve owned certificate snapshots and borrowed validation-core
lifetimes
  alongside upstream cache invalidation, store-first CRL checks and
  `BadCertificateRevocationUnknown` for unsupported revocation lookup.
- Combine exactly-once chunk ownership, receive-loop cancellation,
stale-epoch
rejection and detach-before-adoption with upstream
signature-before-padding
  verification and secret cleanup.
- Preserve pooled `HttpClient` per-request configuration together with
bounded
response reads and deadlines that remain active through body
consumption.
Regression cases exercise already-used clients and both timeout
precedence cases.
- Retain the binary-compatible channel-key constructor and normalize
omitted
profiles; preserve exact profile filtering and upstream binary-first
HTTPS/WSS
  endpoint ordering.
- Preserve monotonic lease expiry and stale-confirmation fencing while
adding
ordered, non-reentrant leadership notifications outside the state lock.

## Validation

Local validation of the conflict-resolution merge:

| Suite | Framework | Passed | Existing skips |
| --- | --- | ---: | ---: |
| Core | net10.0 | 4,940 | 88 |
| Client | net10.0 | 2,278 | 0 |
| Server | net10.0 | 6,088 | 5 |
| Types | net10.0 | 10,394 | 1 |
| SourceGeneration.Core | net10.0 | 3,940 | 8 |
| SourceGeneration | net10.0 | 185 | 0 |
| Core | net48 | 4,855 | 104 |

After the subsequent four-file #4480 update, the related Server slice
passed
811 tests with 5 existing skips, the real durable queue-size cases
passed 6/6,
and EventManager's 21 cases passed again after analyzer-only
expected-array
cleanup. The final `dotnet build UA.slnx -c Release` with
`CustomTestTarget=net10.0`
succeeded: 0 errors and 4 pre-existing CA2249 warnings in unchanged
fuzz-test
code. Whitespace verification passed for the resolved files and the
follow-up.

Merge-specific proof includes
`RequestTimeoutRemainsActiveWhileReadingTheOpenApiBodyAsync` on
already-used
shared clients with either the request or HttpClient timeout shorter,
the
existing ownership/expiry regressions from both branches, and both
branches'
retention tests adjusted only to the explicitly chosen zero/negative
contract.

Earlier acceptance at `1c4a9df6c` passed hosted Linux/macOS CI, CodeQL,
image
builds and the canonical coverage gate (87.15% line, 77.27% branch,
92.14% patch).
Both Framework project matrices, all three Windows native suites (183
cases),
and the unfiltered net10 stress project (230 cases, including full
60-minute
chaos and 30-minute memory soaks) also passed. Those are **pre-merge
results**,
not a claim that the full framework/platform/native/soak matrix has been
rerun
on this merge. The previous acceptance workflow remains separate from
this
review-feedback operation.

Security checks, meaningful assertions, leak detection, default native
concurrency, full soak durations and coverage thresholds remain intact.
The user-set ready-for-review state is unchanged. No architectural or
complete
merged-head acceptance sign-off is claimed.

## Related Issues

- Fixes #4476

## 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.
2026-09-16 04:42:09 +00:00
2415503ab9 Close CTT skips in the reference server sample address space, diagnostics EnabledFlag and project settings (#4485)
Closes #4479

The CTT skipped a number of reference-server test cases because the
sample address space, the diagnostics EnabledFlag or the CTT project
settings did not provide what the scripts need. This PR fixes the sample
data and the server behaviour behind those skips, updates
`samples/UAReferenceServer.ctt.xml`, and records the CTT script defects
that the newly running cases expose.

## Changes

### Sample address space (`ReferenceServer.NodeSet2.xml`,
`ReferenceNodeManager`)

| # | Skip | Fix |
| --- | --- | --- |
| 1 | Base Info Engineering Units `004.js`: ArrayItemType
`EngineeringUnits` have an empty NamespaceUri | UNECE `mV` (12890)
EUInformation, and the axis definitions use `s` (5457219) instead of
UnitId 0. |
| 2 | Data Access PercentDeadband `006/016/017`:
`DataAccess_AnalogType_Float` EURange 0..0 | EURange 0..100 like the
other analog items. |
| 3 | Attribute Read `033.js` (19 nodes): second dimension of 3 | All
`Scalar_Static_Arrays2D_*` are 5x5 (generated values; the Variant matrix
holds scalar Int32 elements). The code-seeded Integer/Number/UInteger
matrices are 5x5 too. |
| 4 | View Minimum Continuation Point 01 `012.js`, View Basic 2
`018.js`: Method/View nodes need two references of their own NodeClass |
`Methods_Void` HasCause/HasEffect to two methods, `Views_Operations`
HasCause/HasEffect to `Views_Engineering`. |
| 5 | Base Info Server Capabilities 2 `002.js`: no node without
MinimumSamplingInterval | `DataAccess_DataItem_String` reports
`Bad_AttributeIdInvalid` for the optional attribute (Part 3 §5.6.2). A
DA item is used because Address Space WriteMask writes every attribute
of the static scalars back. |
| 6 | Historical Access Read Raw `Err-025.js`: no non-historizing Static
Scalar | New `Scalar_Static_NonHistorizing_Boolean` (HistoryRead access,
Historizing = false). See the historian change below. |
| 10 | Address Space Atomicity `001.js`: no NonatomicRead node found |
New `AccessRights_AccessAll_NonatomicReadWrite`. The script examines
only the first 10000 variables sorted by NodeId string; the 5000 mass
variables sort before `Scalar_Static_NonatomicReadWrite`. |

### Server library

- **Diagnostics EnabledFlag (item 7, Base Info Diagnostics
`018-1/2/3`).** `Server.ServerDiagnostics.EnabledFlag` is writable for
SecurityAdmin or ConfigureAdmin over SignAndEncrypt (UserAccessLevel
hook, asynchronous write handler); other users get
`Bad_UserAccessDenied`. Transitions are serialized, including the node
removal. Disabling returns `Bad_NotReadable` for
ServerDiagnosticsSummary, its children and the diagnostics arrays, and
removes the session and subscription diagnostics nodes (Part 5 §6.3.3).
The server keeps the registrations: enabling restores the nodes of the
live sessions and subscriptions with the same NodeIds (sessions created
while disabled included) and resets the arrays to Good. Counters stay
cumulative (required by `018-1.js`). Subscriptions created while
diagnostics are disabled still get no diagnostics node.
- `DiagnosticsNodeManager.IsDiagnosticsStructureNode` had an inverted
NodeId check, so monitored diagnostics nodes never started the scan
timer; `OnMonitoringModeChangedAsync` counted every node and replaced a
running timer. Both fixed.
- **Non-historized nodes (item 6).** `HistorianDispatcher` raw/modified,
processed and at-time reads ask the resolved provider
`IsHistorizingAsync` and return `Bad_HistoryOperationUnsupported` for a
node it does not historize, instead of the empty result the in-memory
historian gave for any node.
- **Browse order (item 8).** `ReferenceDictionary.Find` returned
references of a type from hash-based target maps, so a Browse filtered
by ReferenceType returned references in a different order than an
unfiltered Browse. It now returns them in insertion order (no extra
allocation; a single match keeps the fast path). View Basic 2 `015.js`
compares both lists by index. The characterization test in
`NodeStateReferenceStorageTests` is updated accordingly.

### CTT project settings (`samples/UAReferenceServer.ctt.xml`)

| Setting | Old | New |
| --- | --- | --- |
| `/Server Test/NodeIds/Static/All Profiles/Scalar/Bool` |
`ns=2;s=Scalar_Static_Boolean` |
`ns=2;s=Scalar_Static_NonHistorizing_Boolean` |
| `/Server Test/NodeIds/References/Has References of a ReferenceType and
SubType` | `ns=2;s=References_HasReferenceTypeAndSubType` | `i=2253` |
| `/Server Test/NodeIds/NodeClasses/Object` | `ns=2;s=Scalar` | `i=2253`
|

`References_HasReferenceTypeAndSubType` loses its
HasComponent/HasOrderedComponent references in the source generator;
that is tracked in #4484 and not changed here. The Server object has
HasComponent and HasAddIn references.

### Decisions

- **Item 11, Attribute Write StatusCode & Timestamp `003/006/008`
(writing ServerTimestamp): unchanged.** The stack rejects writes that
contain a ServerTimestamp (`NodeState`/`BaseVariableState`), which Part
4 §5.11.4.2 allows (`Bad_WriteNotSupported`); the CTT reports it as "Not
Supported", not as an error. Side finding, not changed: the
StatusWrite/TimestampWrite AccessLevel bits are not enforced.
- **Item 6:** Part 4 §5.11.3.4 (Table 52) specifies
`Bad_HistoryOperationUnsupported`; `Err-025.js` accepts only
`Bad_NotSupported`, so the case now runs and reports that as an error.
Recorded as a CTT defect in `plans/ctt-issues.md`.
- **Item 12:** removed the stale Historical Access `Err-012.js` entry
(fixed by #4026).

`plans/ctt-issues.md` adds C32 (`Err-025.js` status code), C33
(Atomicity `001.js`: 10000 cap, operator precedence, substring matching
of `UaNodesToIgnore`) and C34 (View Basic 2 `015.js` index comparison),
and replaces the Err-025/Err-012 configuration notes with the new
settings and the EnabledFlag access requirement. Monitor Basic `039.js`
is already C17. The run procedure in `plans/ctt-testing.md` is
unchanged.

## Verification

CTT 1.05.06, scripts 1.05.513, `ConsoleReferenceServer --ctt -a`, fresh
server per conformance unit/group. "master" = 5362ec5e5 with the
unchanged project settings.

**Targeted CUs (skips before → after):** Attribute Read `033` Pass; Base
Info Diagnostics `018-2`, `018-3` Pass, `018-1` Warning (*"Session
diagnostics not available"* for the session the script creates while
diagnostics are disabled); Base Info Engineering Units `001`
Inconclusive→Pass, `004` Pass; Base Info Server Capabilities 2 `002`
Pass; Data Access PercentDeadband `016`, `017` Warning→Pass; View Basic
2 `005`, `015`, `016`, `018`, `020` Pass; View Minimum Continuation
Point 01 `010`, `011` Pass, `012` Warning→Pass; Address Space Atomicity
`001` Pass; Monitor Value Change V2 `042` Error→Pass; Historical Access
Read Raw `Err-025` runs (CTT status-code defect above); `013` fails on a
varying number of results per run (1–12, also 11 on master), the
documented continuation-point defect #16. Unchanged: Monitor Basic `039`
(CTT script error), Monitor Value Change V2 `020` skip
(`Arrays/ByteString` elements shorter than 4 bytes, not part of #4479),
Historical Access Delete Value all pass.

**Saved selection (1,882 cases) per group, errors:** Address Space Model
0 → 0, Aggregates 4558 → 4558 and Base Information 19 → 19 (identical
messages) measured master (5362ec5e5) → this PR; after merging master
(#4478) and the review fixes, Aggregates 4210 and Base Information 19;
Attribute Services, Base Services, Data Access, Method Services and View
Services 0 errors with this PR (0 in the recorded baseline).

**Tests** (net10.0): Opc.Ua.Types.Tests 10395 passed,
Opc.Ua.Server.Tests 5561 passed, Opc.Ua.InformationModel.Tests 1082
passed, Opc.Ua.History.Tests 519 passed, Opc.Ua.Client.Tests 2266
passed; no failures. New regression tests: `ReferenceServerTests`
(units/ranges, 5x5 matrices, missing MinimumSamplingInterval,
non-historizing HistoryRead, NodeClass references, Server object
reference subtypes, both nonatomic nodes),
`DiagnosticsNodeManagerTests.SetDiagnosticsEnabledAsync_Toggle_HidesAndRestoresDiagnosticsAsync`,
`BaseInfoEnabledFlagToggleTests` (admin-only write, Bad_NotReadable
while disabled, restore after enable),
`ReferenceTableTests.FindReturnsReferencesInInsertionOrder`.

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Co-authored-by: romanett <7413710+romanett@users.noreply.github.com>
2026-09-15 16:59:04 +00:00
93559d06d3 Fix sample A&C refresh and alarm timing found by slow CTT Alarms and Conditions runs (#4482)
## Why the CTT *Alarms and Conditions* group was so slow

I measured every A&C CU with a fresh `ConsoleReferenceServer --ctt` (CTT
1.05.06, scripts 1.05.513), read the per-test `ResultNode` timestamps,
and added `addLog` timing/counter instrumentation to a copy of the CTT
project.

| Cause | Effect |
| --- | --- |
| **CertificateExpiration** opens a modal dialog in `initialize.js`
("adjust the clock on the server"), and it also appears in `--hidden`
runs | The CTT never exits. This is why the whole group "did not finish
in 40 minutes". |
| **Limit/Level CUs:** `initialize.js` idles the CU session for one
Alarm Cycle Time (60 s) during the initial capture.
`RequestedSessionTimeout` is also 60 s. | The server correctly closes
the session. `LimitHelper` then gets `BadSessionIdInvalid` for its 5
filter subscriptions, and Test_003–006 each run 180 s, about 14 min per
CU. |
| Alarm `Test_002` never gives the AcknowledgeableCondition type a
result | Always runs 3 × cycle (180 s). |
| Enable `Test_003` needs every alarm type to go active within cycle/10
| Timed out in 6 of 7 runs, because boolean and analog alarms changed
state on different ticks. |
| Enable `Err_004` answers each event with Disable/Disable/Enable |
Feedback burst, after which the CTT alarm thread sometimes returns no
events. Details below. |
| Comment `Test_001`–`004` compare against
`CallHelper.ServerTimeOfCall`, which the CTT never sets (`0001-01-01`) |
Every comment event counts as unrelated, and the tests skip after 3
retries. The server's events carry the expected comment. |

Measured CU by CU, the group took **about 87 min plus the hang**. With
the fixes below, running the whole group in one CTT process without
CertificateExpiration takes **18:45** at Alarm Cycle Time 30. The per-CU
table is in `plans/ctt-testing.md` §6.

## Server changes

- **Refresh one subscription per request, not one per Call**
(`AlarmNodeManager.CallAsync`). The sample answered every
ConditionRefresh/ConditionRefresh2 after the first one in a Call with
`Bad_RefreshInProgress`, even for other subscriptions, and never
forwarded them. So CTT Refresh `Err_004` (10 subscriptions per Call)
only ever refreshed one of them. The check is now keyed by
SubscriptionId and MonitoredItemId.
- Regression tests:
`AlarmsAndConditionsRefreshTests.ConditionRefresh[2]OfDifferentSubscriptionsInOneCallSucceedsAsync`.
Both fail without the fix.
- **Boolean alarm source now uses the analog source's steps and limits**
(`AlarmController`, `ConditionTypeHolder.GetSeverity`). OffNormal,
Discrete and SystemOffNormal alarms now change state on the same tick as
the limit alarms (5 per second, 70/90/30/10), and the shortest state
still lasts 4 s.
- With this, Enable `Test_003` passed in 4 s instead of a timeout.
Confirm `Test_001` for the boolean types also stopped failing in both
group runs.
- Test:
`AlarmControllerTests.BooleanAndAnalogSourcesChangeStateOnTheSameStep`
(fails without the change).
- **Alarm controllers step on shared interval boundaries**
(`AlarmController.SetNextInterval`). Scheduling relative to the last
step let the two controllers drift up to one 100 ms simulation tick
apart, so the boolean events sometimes landed in a later publish and
Enable `Test_003` still timed out in 3 of 5 runs. With shared boundaries
it passed in 6 of 6 runs.
- Test:
`AlarmControllerTests.ControllersScheduleTheirStepsOnSharedIntervalBoundaries`.

I did not make the simulation faster. Acknowledge, Confirm and Comment
tests call methods with the EventId of the event they just received, and
a shorter state would make them race the next transition.

## Not reproduced / not a server defect

- **Refresh `Err_004` `BadSubscriptionIdInvalid` cascade.** In the
original run the alarm-thread session's subscriptions (15.5 s lifetime)
were gone after the script's 30 s wait. Nine further CTT runs passed all
28 Refresh/Refresh2 cases. An in-process replay with a sequential
publisher kept every subscription; that replay is what exposed the
refresh defect above.
- **Enable event stall (C43) is inside the CTT.** A server build that
logs every returned notification message showed that during a stall the
server sent 435 and 420 events to the two CTT event items in 173
messages, and the CTT acknowledged all of them, while its alarm-thread
buffers returned nothing. It only happens after `Err_004`'s
Disable/Enable feedback burst, in 8 of 28 runs.

## Docs

- `plans/ctt-testing.md`: new §6 *Alarms and Conditions*, covering the
recommended run, where the time goes, how to instrument a run and the
expected result. Also a note that a hidden CTT run can block on dialogs,
so always use a timeout.
- `plans/ctt-issues.md`: the A&C "open server findings" are replaced
with these results, and there are new CTT script defects C39–C44 plus
configuration notes (Shelving chattering alarms, Alarm Cycle Time vs
session timeout).

## Tests

- `Opc.Ua.History.Tests` A&C + AlarmClient: 155 passed.
- `Opc.Ua.Server.Tests` `AlarmControllerTests` /
`QuickstartsServerUtilitiesTests`: 4 passed.
- CTT whole-group runs (27 CUs, 128 cases): 18:45 at cycle 30 and 29:23
at cycle 60 on this branch; 23:43 and 24:21 with only the refresh fix.
The spread comes from the Enable stall (C43).

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2026-09-15 14:44:36 +00:00
162fc5ebb3 Fix AddNodes scaling and OpenSecureChannel revocation errors found by CTT Monitored Item, Node Management and security runs (#4486)
# Description

Findings from running the CTT conformance groups **Monitored Item
Services**, **Node Management Services**, **Security General** and
**Security User Token** against `ConsoleReferenceServer --ctt` (CTT
1.05.06, scripts 1.05.513). The security groups ran **without `-a`**,
against an isolated server PKI built from the CTT's `copyToServer`
folders, so the negative certificate tests are meaningful.

## Server fixes

### AddNodes below one parent was quadratic (Node Management Delete Node
`Err-002.js`)

The CTT adds 15,000 variables below `ns=2;s=CTT` in batches of 5,000 and
warned that AddNodes responses took 400–800 ms. For every added node the
server searched all children of the parent twice: once in the BrowseName
duplicate check in `AsyncCustomNodeManager.AddNodeCoreAsync`, which also
copied the children list, and once in the NodeVersion lookup of
`FilterChangesByNodeVersion`.

- `NodeState.FindChild` now searches children lists with ≥ 64 entries
through a BrowseName index kept in a `ConditionalWeakTable`, so nodes
with few children get no extra field.
- It keeps first-match semantics and is maintained by
`AddChild`/`RemoveChild`.
- It is dropped on replacement and invalidated when a child is renamed
or moves to another parent.
- Lists whose children point at another parent (clones) are still
searched linearly.
- The duplicate check uses `FindChild` instead of copying the list.

| 5,000-node AddNodes batch (in-process, Debug) | 1st | 2nd | 3rd |
| --- | --- | --- | --- |
| before | 769 ms | 2,083 ms | 4,011 ms |
| after | 141 ms | 166 ms | 172 ms |

In the CTT, AddNodes of 5,000 items now answers in 51–72 ms and the
warning is gone.

### OpenSecureChannel leaked revocation errors (Security Certificate
Validation `002.js`)

Part 4 §6.1.3, Table 106:
- For the revocation check (`Bad_CertificateRevoked`,
`Bad_CertificateIssuerRevoked`), `Bad_SecurityChecksFailed` **shall** be
reported to the client.
- For a missing revocation list (`Bad_CertificateRevocationUnknown`,
`Bad_CertificateIssuerRevocationUnknown`), it **should** be.

`TcpServerChannel` masked only `Bad_CertificateRevoked`, and
`StandardServer.OnApplicationCertificateError` (CreateSession) had its
own list that missed `Bad_CertificatePolicyCheckFailed`. Both now use
one helper, `CertificateErrorReporting` in Opc.Ua.Core, which also
inspects the nested errors of the certificate validator (both paths now
throw the validation result with `ThrowIfInvalid`). Only validity
period, host name, URI and usage errors keep their own code, and audit
events still carry the specific result. The CTT warning is gone.

### Sample data

- **Monitor Value Change V2 `020.js`** skipped because
`Scalar_Static_Arrays_ByteString` had a 1-byte and a 3-byte element. The
script checks every element, and the simulation only padded elements
0–2. The seed value now has no element shorter than four bytes, and the
simulation pads every element.
- **Monitor Value Change V2 `042.js`** got 18 of 19 notifications. The
missing item is the Float matrix: its element [1,1] was
`-1.03179664E+33`, where adding 1 is below Float precision, so the value
really did not change. The server did not drop a notification. The
element is now `-1031.79664`.

## CTT results after the fixes

| Group | Result |
| --- | --- |
| Monitored Item Services (208) | Monitor Value Change V2 44/44.
Remaining: Monitor Basic `039.js` (C17, missing include), `038.js`
warning (C32), and 1–2 sporadic timestamp-tolerance warnings that move
between test cases from run to run. |
| Node Management Services (15) | Only Add Node `Err-008.js` (Mantis
11266). |
| Security General (314) | Certificate Validation: 23 pass, 24 not
implemented, 3 not-applicable skips. None CreateSession/ActivateSession:
all pass. The other 50 CUs are *Not Implemented* in scripts 1.05.513. |
| Security User Token (66) | Anonymous `002.js` (C35) and User Name
Password 2 `015.js` (C36) fail because of CTT defects. X509: 18/18
automated cases pass. |

## CTT defects documented (`plans/ctt-issues.md`)

- **C32** `038.js` compares a RevisedSamplingInterval of 0 with a
project setting instead of the node's MinimumSamplingInterval or the
server's MinSupportedSampleRate.
- **C33** `020.js` requires every ByteString element to be ≥ 4 bytes,
but its message says elements 0–2.
- **C34** `RequestedNewNodeId()` always sends `ns=1`, regardless of
`RequestedNodeId_Namespace`, so client NodeIds can't be enabled.
- **C35** Security User Anonymous picks the `opc.wss` endpoint, which
the CTT cannot open (`BadNotSupported`).
- **C36** `UaEndpointDescription.FindTokenType` rewrites the cached
endpoints' token policies, so `015.js` reports PolicyIds as reused. The
server's GetEndpoints output was verified compliant (PolicyIds unique
per configuration, Mantis 11258).
- Evidence added to **C9** (042.js) and **issue 17** (015.js).

`plans/ctt-testing.md` gains how to run the Monitored Item/Node
Management groups and a recommended setup for the security groups:
isolated PKI from `copyToServer`, no `-a`, PKI restore per part, and
waiting for `Server started`. Other findings recorded there:
- the Create/DeleteMonitoredItems timing warnings are jitter;
- `LoginNameAccessDenied` is not a real user;
- `samples\UAReferenceServer.ctt.xml` needs no change (enabling
`RequestedNodeId` breaks six Add Node cases because of C34).

**Note:** `plans/ctt-testing.md` and the refreshed `plans/ctt-issues.md`
are introduced by #4482. The plans files here are based on #4482's
versions, and new entries start at C32 because #4481 uses C19–C31.
Please merge after #4482 (or rebase the plans files onto it).

## Tests

- `NodeStateChildNameIndexTests` (Opc.Ua.Types.Tests): index semantics
(duplicates, remove, rename, replace, re-parent, clone, shrink/grow,
2,000 random operations against a linear search). Also a scan guard:
5,000 misses against 50,000 children take 97 ms with the index and 7,083
ms with it disabled.
-
`AsyncCustomNodeManagerNodeManagementTests.AddNodeAsync_DuplicateBrowseNameUnderParentWithManyChildren…`
- `TcpServerChannelCertificateErrorTests` (Opc.Ua.Core.Tests): masked vs
reported certificate errors.
- Opc.Ua.Server.Tests 5,553 passed, Opc.Ua.Core.Security.Tests 556
passed, Opc.Ua.Core.Tests (Security + Stack) 3,561 passed,
InformationModel NodeManagement 26 passed (net10.0).
- Opc.Ua.Types.Tests 10,404 passed and 1 failed:
`WotSpecFixtureManifestTests.EveryEmbeddedExampleMatchesItsRecordedHash`.
That test hashes WoT assets which are `eol=lf` in the index but CRLF in
this worktree's checkout; no WoT file is touched by this PR.

## Checklist

- [x] I have signed the CLA and read the CONTRIBUTING doc.
- [x] I have added tests that prove my fix is effective or that my
feature works.
- [x] I have added all necessary documentation.
- [ ] I ran all tests locally using UA.slnx against .NET Framework and
.NET 10 (net10.0 suites listed above only).

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2026-09-15 10:08:30 +00:00
romanettandClaude Opus 5 36f51cb49d Add per-type, resource-owning node behaviors to the fluent builder (#4441)
# Description

The fluent builder resolves exactly **one node per call**.
`NodeFromTypeId` is exact-type-only and throws `BadBrowseNameDuplicated`
the moment two instances match, and handlers land in single-occupant
`NodeState` slots — a second handler for an occupied slot is an error by
design.

So the fluent surface cannot express four things:

- **fan-out** over the instances of a type,
- **subtype matching**, so a registration for `AnalogItemType` also
covers a user's derived type,
- **composition** of two behaviors on one node,
- **teardown** for a behavior that *owns* something — a semaphore, a
file handle, a store, a timer.

Three hand-rolled registries already work around exactly this —
`EventSourceRegistry` (730 lines), `MonitoredSourceRegistry` (998),
`SimulationRegistry` (328) — each with its own register → activate →
reconcile → deactivate → dispose loop and its own failure policy,
written three times because the slot model had no lifecycle to hang them
on.

This PR adds that lifecycle and moves the registries onto it.

## The new surface

Ten public members. A registration returns an `IAsyncDisposable` that
the node manager owns:

```csharp
builder.AttachToType<AlarmConditionState>(
    ObjectTypeIds.AlarmConditionType,
    async (alarm, ctx, ct) =>
    {
        MySubscription sub = await Source.SubscribeAsync(alarm, ctx.Lifetime).ConfigureAwait(false);
        return sub;                       // released on teardown, in reverse order
    });
```

- `AttachToType<TState>(NodeId, attach, NodeAttachOptions?)` — one
behavior per matching instance, subtypes included by default.
- `Attach<TState>(attach)` on a node builder — one behavior on an
already-resolved node.
- `Attach(attach)` on the manager builder — manager-scoped, owns no
node.
- `AcquireWhileMonitored<TValue>(acquire)` — acquire on the first
subscriber, release on the last **and at shutdown**.
- `INodeAttachContext`, `NodeAttachOptions`, and `protected
ActivateNodeBehaviorsAsync` on `FluentNodeManagerBase`.

**Guarantees.** Behaviors activate deepest node first, and on one node
from the base-registered behavior to the derived-registered one;
manager-scoped behaviors run last, so they can drive what the node
behaviors prepared. Any failure — including cancellation — unwinds every
lease recorded so far in **exact reverse order**, and aggregates cleanup
failures *with* the original rather than replacing it.

**The engine stays internal.** Its vocabulary is not worth freezing into
public API, and `INodeAttachContext` + `IAsyncDisposable` is the whole
contract a caller needs.

Two deliberate decisions worth a reviewer's attention:

- **Method nodes are excluded from type matching.** `MethodState`
aliases `MethodDeclarationId` onto `TypeDefinitionId`, so without an
explicit filter every method node would match a registration for its
declaration — a surprise nobody asked for. Method behavior stays on the
call handler. Pinned by a test.
- **A CLR type mismatch throws `BadTypeMismatch`**, naming node,
expected and actual type, rather than silently skipping the instance. A
whole set of alarms quietly getting no behavior is worse than a startup
failure.

`Dispose(bool)` is **signal-only**. Real release belongs in
`DeleteAddressSpaceAsync`, which `MasterNodeManager.ShutdownAsync`
invokes before it disposes managers on every production path — including
the synchronous one, where `StandardServer.Dispose` blocks on
`DisposeAsyncCore` → `StopAsync` → `ShutdownAsync` first. Blocking in
`Dispose(bool)` would sit under a sync-over-async dispose and
`MasterNodeManager`'s semaphore `Wait`.

## The registry migrations

**`SimulationRegistry` — release moved, plus two latent bugs.**
`Dispose` cancelled the loops then blocked up to five seconds draining
them, from a synchronous dispose. Release now runs on the async teardown
path and `Dispose` only trips the token. Loops are driven from the
server `TimeProvider` instead of `PeriodicTimer`/`Stopwatch`, so they
are testable on a fake clock rather than with sleeps. Fixed alongside:
the running loop enumerated the handler list **by reference** while a
late `OnTick` could still mutate it (handlers are now snapshotted, and a
late `OnTick` is rejected rather than silently dropped); and a handler
throwing `OperationCanceledException` for its own reasons killed the
whole loop in silence.

**`EventSourceRegistry` — ownership only; the reconcile loop stays.** It
cannot collapse: `OnSubscribeToEventsAsync` runs while the
monitored-item semaphore is held and `AddRootNotifierAsync` re-enters
`SubscribeToEventsAsync`, so awaiting anything lease-shaped from that
hook would self-deadlock. What moves is ownership of the two side
effects nothing reversed — the `EventNotifier` bit ORed into the
notifier, and the root-notifier registration. A node that *already*
carried the flag is not ours to clear, so only what registration
actually changed is recorded and undone.

**`MonitoredSourceRegistry` — ownership only, and the real leak.**
Rerouting teardown to `DisposeAsync` turned out to be necessary but
**not sufficient**: that method only clears the item map, cancels the
worker and disposes the lock, while the last-subscriber handler runs
*solely* from the reconcile path's `Deactivate` arm — which server
shutdown never reaches, because subscriptions dispose their items
locally without deleting them. Anything acquired on the first subscriber
therefore outlived the server. `ReleaseAsync` now runs those handlers
for still-active sources, and `AcquireWhileMonitored` is the demand verb
over the pair, with a test that proves release at shutdown with a live
subscription.

**Alarms.** Attaching an alarm enabled the condition, promoted the whole
notifier chain and registered a root notifier, with no inverse anywhere.
`RegisterAlarmEventSource` now reports what it changed and an
`AlarmRelease` behavior undoes it. While wiring that up: the parent's
`EventNotifier` was being promoted **twice** — once directly and once
inside `RegisterAlarmEventSource` — which left the reversible path with
nothing recorded. The redundant promotion is gone.

Alarms still work on managers that never opted into the fluent surface;
those simply get no automatic release, exactly as before, rather than a
hard failure.

## What this deliberately does not do

**Registry and alarm *setup* stays where it is.** Only release moved.
`NodeManagerBuilder.Seal()` is synchronous and is called from sites that
never call `CompleteConfigureAsync` — `Isa95NodeManager.cs:1046` seals
from inside `private void ConfigureStatusEvents()` — so making behavior
activation the sole setup path would silently disable simulations, event
sources and alarms in ISA-95, Pump, Generator and RuntimeNodeSet.

That same synchrony is what forced the `OnAddressSpaceReadyAsync` hook
in #4434 (*"`Configure` is a `partial void` and cannot await"*), which
`Opc.Ua.Di.Server/DiNodeManager.cs` had already invented privately. **A
separate PR making the fluent configure path async is planned to land
first**; after it, setup can move onto activation here and both copies
of that workaround can go.

Also out of scope: incremental attach on runtime node add and release on
node removal (the ledger needs real synchronisation first), and the
Quickstart `AlarmNodeManager` port that would give the alarm work
end-to-end coverage.

## Related Issues

No tracking issue yet — this came out of a design review of an earlier
behavior-activation prototype, which was rejected for being unreachable
from any application and hooked into a loading path rather than the node
manager. Happy to open one and link it if maintainers want the ADR on
file before review.

## 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. *(XML doc comments on
every new public member, including why method nodes are excluded and why
`Dispose` is signal-only. No `docs/` page — say the word if one is
wanted.)*
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed. *(net10.0
only — see Validation. Not run against .NET Framework locally.)*
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

## Validation

net10.0:

- `UA.slnx` builds clean, 0 errors.
- `Opc.Ua.Server.Tests`: **4,984 passed, 0 failed**, 5 skipped.
- 23 new tests:
- **17 on the behavior surface** — child-first ordering,
base-before-derived on one node, exact-reverse unwind, fan-out over
three instances, subtype vs exact-type matching, zero-match diagnostics,
declined instances, mid-activation rollback, lifetime-token ordering,
second-pass unwind order, drained registrations, method-node exclusion,
alarm release, `Publish` release, `Dispose` tripping an activated
behavior's lifetime, and the two aggregation contracts (several release
failures all surface and do not stop the remaining releases; a rollback
that itself fails does not hide the activation failure that triggered
it).
- **4 on the simulation lifecycle** — fake-clock ticking, teardown
awaiting an in-flight tick, non-blocking `Dispose`, late-handler
rejection.
- **2 on `AcquireWhileMonitored`** — release on the last subscriber, and
release at shutdown with a live subscription.
- No new analyzer warnings.

Not run locally: .NET Framework targets, and suites outside
`Opc.Ua.Server.Tests`.

**On the advisory coverage gate.** The first report put patch coverage
at 47.65%, listing whole files as uncovered that these tests exercise
directly — `NodeBehaviorRegistry.cs` end to end, for instance. That
report is assembled from whichever legs published Cobertura fragments,
and the `Server` leg had not. It did point at three paths that genuinely
had no test, all now covered: `EventSourceRegistry.ReleaseAsync`,
`SignalShutdown` (reachable only via `Dispose` on a manager whose
behaviors actually activated), and the two failure-aggregation paths.

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-09 10:42:10 +02:00
romanettandClaude Opus 5 105508bcbd Mint runtime NodeIds through a single DefaultNodeIdFactory (#4433)
# Description

Nodes created at runtime now get their NodeIds from a single
`DefaultNodeIdFactory` rather than from a `New` override per
NodeManager.
The factory derives a deterministic identifier from a canonical,
length-prefixed browse path, which is injective where the classic
`{parent}_{child}` concatenation was not — `A_B` + `C` and `A` + `B_C`
both produced `A_B_C` — and it also records the parent's identifier type
and qualifies cross-namespace segments by URI, so identifiers no longer
shift with namespace-table ordering.

A NodeManager selects its style declaratively instead of writing
assignment code:

```csharp
NodeIdFactory = NodeIdFactory.WithMode(NodeIdAssignmentMode.Counter);
```

`NodeIdAssignmentMode` offers `String` (the canonical path verbatim, the
default), `Numeric` / `Guid` / `Opaque` (that path through SHA-256),
`Counter` (sequential, for nodes whose browse paths repeat — per-session
diagnostics, inference jobs, rediscovered assets) and `None`. The
counter
starts above `0x40000000`, out of reach of any authored model, so a
long-running server cannot walk a runtime instance onto a type node.

`New` overrides are gone from every NodeManager the stack ships except
two whose identifiers are a domain scheme rather than an assignment
policy: `FileSystemNodeManager`, whose NodeIds encode the file path they
resolve back to, and `RoboticsNodeManager`, whose build coordinator
reserves identifiers across managers with ownership tracking.

**Namespace rule.** Every identifier is minted into the NodeManager's
own
namespace. Neither the parent's namespace nor the browse name's is
consulted: a parent can belong to a companion-specification model whose
NodeIds are fixed by its NodeSet (`DeviceSet` in the DI namespace), and
a
browse name only names the type that declared the child. NodeManagers
whose instance namespace is not their first one rebase with
`WithDefaultNamespaceIndex`.

**Types vs instances.** An authored NodeId on a node that stands on its
own is kept. A node hanging off a parent is re-minted, because it
reached
the factory through `AssignNodeIds` walking a subtree copied from a type
declaration. Keeping those would alias every instance onto the type's
own
nodes, and the predefined-node index takes the last writer, so the type
would quietly become an instance rather than the clash being reported.

New `ISystemContext.CreateInstance(...)` builds an instance of a
generated
type and rebases its subtree through `AssignInstanceNodeId` — the path
the
generated `CreateInstanceOf<Type>` helpers already took. The AI
NodeManager was the one place calling `NodeState.Create` directly, so
its
roots kept the NodeId their state object is born with (the type's own);
it now uses the shared path.

## Breaking changes

- `IAsyncNodeManager` extends `INodeIdFactory` and gains `AddNode` and
  `AddRootNotifier`. This lets the fluent surface mint and register
  through the interface instead of type-testing for
  `AsyncCustomNodeManager` and silently falling back to a concatenated
  identifier when the test failed — that fallback was itself a source of
  divergent NodeIds.
- `AsyncNodeManagerAdapter` delegates `New` to the wrapped NodeManager,
so
**`CustomNodeManager2` behaves exactly as before**: it mints nothing and
  a node keeps whatever NodeId it already has. Servers built on it are
  unaffected.

## Notes for reviewers

- `docs/NodeIdAssignment.md` is new and describes the whole mechanism:
the
  factory contract, identifier formats, type declarations vs instances,
  the generated helpers and their parameters, per-NodeManager behaviour,
  and an inventory of every member involved.
- The three commits are independently revertible.
- Two pieces that look redundant are deliberately kept, with the
reasoning
  recorded in the doc: `assignInstanceNodeIds` (it *suppresses* minting,
  where the rebase rule *forces* it) and the generator's
  `NodeId.Equals(TypeNodeIdConstant)` guard (it distinguishes a
  caller-assigned NodeId from a declaration's).
- Fluent builder tests previously passed only because of the removed
  fallback; they now run against a real `DefaultNodeIdFactory` through a
  shared `FluentTestNodeManager` helper.

## Related Issues

_No tracking issue yet._

## Checklist

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

> Test runs were on **net10.0 only** — .NET Framework was not exercised
> locally. Suites run green on an idle machine: Server 4950/4955, GDS
> 1116/1170, WotCon 1225/1225, Vision 484/485, DI 424/424, AI 174/174,
> ISA95 136/136, Positioning 69/69, RobotIntent 22/22. One unrelated
> pre-existing failure remains in `Opc.Ua.Types.Tests`
> (`EveryEmbeddedExampleMatchesItsRecordedHash`) — a WoT fixture checked
> out with CRLF, fixed by
> `git add --renormalize tests/Opc.Ua.Types.Tests/Wot/Assets`.

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-08 14:37:19 +00:00
Marc SchierandCopilot 7411654c8d Complete OPC UA Part 11 Historical Access (#4390)
# Description

Completes the OPC UA Part 11 Historical Access work requested by #4387
and
the historian framework integration requested by #4400.

The conformance/evidence catalog covers all 37 released UACore 1.05
Historical Access profiles: 15 Server facets and 22 Client facets,
together
with the standard aggregate functions and their conformance units.
Server
facets are advertised only when the resolved providers expose their
required
interfaces and capabilities.

## Server and provider support

- Completes raw, modified, at-time, processed, annotation, structured,
and event history.
- Dispatches best-effort, bulk, and transactional updates with aligned
statuses, old values, diagnostics, and rollback state.
- Supports mixed history-update detail types and batched
structured/annotation operations.
- Uses composite identities and exclusive cursors for same-timestamp
structured, modified, and event values.
- Captures live data and events, installs historical configuration
objects, and emits typed audit payloads.
- Derives aggregate monitoring filters from per-node historian
capabilities and rejects unsupported processed aggregates before
provider dispatch.
- Supports tri-state `Historizing`: set, clear, or preserve
provider-owned state.

## Client support

- Exposes modified values together with `ModificationInfo`.
- Adds event-history reads and event insert/replace/update/delete
operations.
- Adds structured and annotation batching with strict response
validation.
- Shares continuation handling and release-on-abandon across read
families.
- Accepts inherited standard event fields rooted at event subtypes.

## Review hardening

- Registers DI-selected historians before node-manager reconciliation
and capability publication, while preserving provider ownership.
- Uses committed Raft read barriers for linearizable `TryGetAsync` and
`ScanAsync`.
- Keeps claimed continuation state immutable until a fresh successor is
saved, restoring the original after transient failures.
- Uses exact-incarnation compare-and-delete so delayed cleanup cannot
remove a restored same-ID continuation.
- Cleans up indeterminate initial and replacement saves, and propagates
shutdown cancellation through cleanup resolution.
- Preserves legacy continuation envelopes/cursors and distinct
annotation parent/property identities.
- Deletes every structured entry at a requested timestamp and uses the
complete modified-history ordering tuple.
- Shares native/fallback at-time and AnnotationCount calculations,
including reverse endpoints and cross-framework fractional intervals.
- Primes modified aggregate items before buffered live delivery and
deduplicates history/live overlap using provider-specific identities.
- Keeps committed Modify results successful while reporting priming
failures
  through the monitored item's notification queue.
- Keeps protected-notification state live-only for queues larger than
one.
Queue size one retains the newest notification without pinning errors or
transferring priority during resizing. Durable restore retains ordinary
definitions, last values/errors, and raw queues without recreating
priority.
- Isolates aggregate calculation, modification preparation, and
historical/live
handoff in `AggregationFilterHandler`, retaining existing
provider/factory
wiring and supported past-start behavior. The larger-queue protection
policy
  is unchanged pending the open review discussion.
- Uses one `IMonitoringFilter` owner for protocol filters or the
aggregation
handler, eliminating parallel effective-filter storage and retaining the
current definition during preparation. The original client filter stays
distinct.
- Integrates current master, retaining custom monitored-item creation
decisions and per-node history callbacks.

## Redundant-server alignment and samples

- Adds a protected shared historian with immutable segments, manifest
CAS publication, writer fencing, and restart recovery.
- Persists portable continuation state before exposing it to clients and
transfers ownership during mirrored-session takeover.
- Rejects eventual-consistency and active/active multi-writer historian
configurations rather than silently degrading.
- ReferenceServer and ConsoleReferenceClient demonstrate discovery,
paging, raw/modified/at-time/processed reads, annotation/structured
CRUD, event capture, and event CRUD.
- RedundantServer and RedundantClient demonstrate active/passive
history, continuation recovery after replica termination, and
post-promotion writes.
- Updates Historical Access, High Availability, profile, migration, and
sample documentation.

## Compatibility

- New 2.0 collection boundaries use `ArrayOf<T>` and public byte
payloads use `ByteString`.
- Removes the legacy public virtual
`SamplingGroupManager.CreateMonitoredItem` /
`ModifyMonitoredItem` entry points and protected creation factory, as
agreed
  in review. Migration guidance points to the monitored-item manager and
  construction-decision APIs.
- Retains established persisted formats and current write layouts.
Retired interim
notification-state formats (sample v2 / shared v4) are rejected, as
agreed in review.
- Keeps the historian integration compatible with .NET Framework and
NativeAOT.

## Validation

### Latest CI source repair

`73c619435` forwards the existing cancellation token at both
predefined-node
creation calls in the PR-added History event fixture. The merged
lifecycle
overload exposed these two CA2016 errors, which blocked History jobs,
the
solution build matrix, and CodeQL on GitHub and Azure. The exact
compiler
failure was reproduced locally; the repaired fixture passes 4/4
integration
cases on net10.0 and 4/4 on net48 with clean scoped diagnostics. No
assertions,
tests, coverage thresholds, or CI configuration were weakened.

The repaired History jobs on Linux/macOS and all four Azure solution
builds
now pass. The Windows all-TFM GitHub job instead lost its hosted
runner's
connection; no build log was recoverable, and GitHub recorded a
runner-loss
annotation rather than a compiler/test diagnostic. One unchanged retry
was
requested. Remaining checks are monitored with
`gh pr checks --watch --fail-fast --interval 30`; CI is not yet reported
as green.

### Latest base integration

`bd52e5fea` merges upstream `master` at `da7412c42`. The lifecycle
conflict
retains upstream's shared cancellation-aware registration helper and the
historian behavior. The hosted-historian fixture forwards its existing
token
to the new lifecycle overload. GDS project renames and all three AOT
test
hosts are retained, with their project references resolving after the
merge.

| Integrated scope | net10.0 | net48 |
| --- | --- | --- |
| Server lifecycle, fluent authoring/import, historian, monitored-item
and hosting regressions | 732 passed | 732 passed |
| NodeState lifecycle regressions | 216 passed | 216 passed |
| Automatically merged Raft client fixtures | 28 passed | 28 passed |

No selected tests failed or were skipped. The manually resolved files
pass
scoped formatting/analyzer checks. One CA1861 warning remains in the
incoming
`NodeSetImportIntegrationTests.cs`; that file is byte-identical to
upstream
master and was not rewritten or suppressed during integration.

### Latest feedback follow-up

`102954eaa` replaces split filter references with the shared
`IMonitoringFilter`
contract implemented by protocol filters and `AggregationFilterHandler`.
Targeted server regressions pass **103/103 on net10.0 and 103/103 on
net48**;
scoped formatting/analyzers are clean, and the updated XML-documentation
inventory has zero gaps across 188 non-generated PR C# files.

`93c5b5db8` renames `AggregationFilterHandler`, makes it the owner of
the
server-revised aggregate filter while preserving the original client
filter,
and removes the retired interim notification-state readers. Server
regressions
pass **101/101** and shared-store regressions **64/64**, on both net10.0
and
net48, with no failures or skips. Runtime-file formatting/analyzers are
clean.

`5ccf45630` completes the public/internal XML-documentation sweep. The
Roslyn
inventory finds zero undocumented eligible declarations across all 186
non-generated PR C# files; the 110-file documentation slice changes only
XML
comments and spacing. `f17765475` applies the three requested Markdown
edits.

### Earlier feedback follow-ups

`a53950737` removes single-slot notification pinning and extracts
aggregate
implementation from MonitoredItem. Targeted sampling, aggregate
modification,
history/live handoff, queue/lifecycle, restore, and serialization cases
pass
**101/101 on net10.0 and 101/101 on net48**, without failures or skips.
Scoped formatting/analyzers are clean; the focused review found no
significant
issues. The final formatted monitored-item fixtures also pass 45/45 on
net48.

The preceding `b21555568` removes the legacy sampling API bridge and
durable
notification-priority state. Its targeted Server cases passed 97/97 and
shared
subscription-store cases passed 64/64 on each framework. The broader
evidence
below remains pinned to its original tested commit, not attributed to
these
follow-ups.

### Earlier integrated-implementation validation

Validated implementation commit: **`3efae597f`**. The following commit,
`f6dbefb1c`, only adds two explanatory comment lines for the final
standards
review; it changes no executable code.

| Scope | net10.0 | net48 |
| --- | --- | --- |
| Server | 5,187 passed; 56 skipped | Affected surface: 2,160 passed; 1
reproduced baseline failure; 56 skipped |
| Client | 2,202 passed; 2 skipped | 2,204 passed; 5 skipped |
| History integration | 519 passed; 21 skipped | 519 passed; 21 skipped
|
| Redundancy server | 641 passed | 641 passed |
| Redundancy client | 124 passed | 124 passed |
| Core shared-store regression suite | 23 passed | 23 passed |

All six affected samples passed non-incremental Release/net10.0 builds
with
zero warnings and errors: ConsoleReferenceClient,
ConsoleReferenceServer,
RedundantServer, RedundantClient, MinimalBoilerServer, and
PumpDeviceIntegrationServer.

The published self-contained win-x64 NativeAOT executable is 116,924,928
bytes and has no CLR header or managed runtime dependency. Direct
execution
passed **HistoryAotTests 3/3** and **RaftAotTests 2/2**.

Final standards and specification reviews found no confirmed outstanding
high/medium functional gaps or hard standards violations. The remaining
constructor-purpose clarification is addressed in `f6dbefb1c`.

### Reproduced baseline exceptions

The net48 hosted-startup timeout also reproduces in a pristine worktree
at
the previous PR head, `24cf1416d`, in

`RegisterPostStartRegistriesWiresHistorianAndAliasStoresOnPlainServerAsync`,
with the same subsequent certificate-leak assertion. The corresponding
renamed case fails before startup in the reviewed branch as well. This
is
reported separately from the net48 affected-surface results, not counted
as
a passing full Server suite. The net48 matrix selected the historian,
aggregate, monitored-item, fluent, and continuation surfaces and
excluded
the Hosting namespace.

`DurableDataValueQueueVerifyReferenceBatchingAsync` failed at item 1000
in
the net48 affected-surface run and passed its single isolated rerun. The
same
failure at the same assertion reproduces on pristine `849e16acc`; the
test,
sample queue, queue factory, and batch persistor are unchanged. The
original
failure remains in the table rather than being erased by the rerun.

### CI source repairs

- `4be7eb8f7` keeps diagnostics/configuration managers out of
distributed
address-space replication. Those managers inherit the source interface,
but their live server state and redundancy metadata must remain
replica-local.
  The ownership regression passes on net10.0 and net48, and all nine
  redundancy sample CI tests pass locally.
- `d17f467b3` completes the sample startup repair: core managers are
also
replica-local; the startup banner no longer advertises readiness before
initialization; the producer starts after distributed services; and
native
Raft startup no longer forces disruptive extra elections. The full
sample
suite passed 9/9, with initialized `RedundancySupport=Hot`, and focused
  Raft/address-space regressions passed 8/8 and 3/3.
- `81b0b72be` moves the unchanged distributed-historian NativeAOT
scenario
into a smaller, always-run companion executable to bound Apple's linker
input. All 137 AOT tests remain present; the moved test and helpers are
  unchanged. GitHub and Azure publish/run both native executables, with
separate result directories where they share a job. The companion passed
actual Windows NativeAOT execution. Linux and Intel macOS CI passed both
  executables, but this split alone did not fix ARM64 macOS linking.
The remaining historian graph is rooted by ReferenceServer startup, not
just the relocated test. No test exclusion or speculative linker setting
  was added to conceal it.
- `8a5842913` isolates the independent MCP test graph into an always-run
native host. The existing MCP source and assembly leak hooks are linked
  unchanged, and evaluated compiler inputs prove exactly one owner for
  every test source: 133 main + 3 MCP + 1 historian = 137 declarations.
All three hosts run on every AOT platform. The main Windows native
object
is 9.35% smaller; both changed publishes had zero diagnostics. MCP
passed
  3/3; the identical main executable passed 133/133 on one unfiltered
followup after two initial endpoint-discovery connection failures, which
  remain recorded in the local evidence.
- The previous Intel macOS job successfully published and executed its
native
tests, then failed on artifact-upload DNS (`ENOTFOUND`). No upload gate,
  shared environment setting, or cache configuration was disabled.

The first repair round also encountered the unrelated
`MetricsAreEmittedForChannelLifetimeAsync` timing failure on macOS Core.
Neither that test nor channel-manager code is changed by this PR, and
its
assertions remain intact. It passed unchanged on the final repair head.

On `d17f467b3`, the Linux and macOS redundancy sample jobs pass; the
remaining
failure was ARM64 Apple's `too many large addends` assertion. The
verified
upstream relocation-anchor fix (dotnet/runtime#124721, backport
dotnet/runtime#132171) is not present in the shipping ILCompiler
10.0.11.
An experimental multi-module probe failed and was rejected, not added to
CI.
On `8a5842913`,

[`aot-macos-latest`](https://github.com/OPCFoundation/UA-.NETStandard/actions/runs/34102158680/job/101678934057)
successfully publishes and executes all three native hosts on ARM64:
136 main runtime cases, 1 historian case, and 3 MCP cases, with no
skips.
The previous Apple linker blocker is resolved. Linux NativeAOT also
passes.
No assertion, test, shared environment setting, cache, or required gate
was
weakened.

The same CI run reports a separate macOS Sessions teardown failure: all
662 executed tests pass, but the global leak assertion detects one
undisposed certificate. The MCP partition changes no runtime, Sessions,
or
test-fixture code. A single unchanged diagnostic rerun is queued once
GitHub
permits rerunning that job; the failure is not suppressed or counted as
green.
Other CI checks are still pending.

## Related issues

- Fixes #4387
- Fixes #4400

## Checklist

- [ ] I have signed the CLA and read the contributing guide.
- [x] I have added regression tests and directly related documentation.
- [x] I have retained working reference and redundant-server sample
wiring.
- [x] Final validation and review evidence is complete, including the
baseline exceptions above.
- [ ] All required CI checks pass; the fail-fast rerun for `73c619435`
is pending.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 9dbd9527-d818-47a0-984c-fbb1472d3d6b
2026-09-08 11:32:23 +02:00
romanettandClaude Opus 5 1af191ec26 Drop the .Common suffix from the three GDS projects (#4438)
# Description

Every other companion specification in the stack ships as `<Family>`,
`<Family>.Client` and `<Family>.Server` — `Opc.Ua.Di`, `Opc.Ua.ISA95`,
`Opc.Ua.Positioning`, `Opc.Ua.Robotics`, `Opc.Ua.Vision`,
`Opc.Ua.WotCon`, `Opc.Ua.XRegistry`, and `Opc.Ua.Lds.Server` without a
family package. GDS was the one exception, carrying a `.Common` suffix
that named nothing.

| Before | After |
| --- | --- |
| `src/Opc.Ua.Gds.Common` | `src/Opc.Ua.Gds` |
| `src/Opc.Ua.Gds.Client.Common` | `src/Opc.Ua.Gds.Client` |
| `src/Opc.Ua.Gds.Server.Common` | `src/Opc.Ua.Gds.Server` |

## No source changes were needed

`RootNamespace` was already the final name in all three projects — the
namespaces have always been `Opc.Ua.Gds`, `Opc.Ua.Gds.Client` and
`Opc.Ua.Gds.Server`, and only `AssemblyName` and `PackageId` disagreed.
Nothing that compiles against these assemblies changes a `using`
directive; the diff outside the moves is entirely ids, paths and prose.

Directories were moved with `git mv`, and every one of the 73 file moves
is detected as a rename at 100% similarity (bar the handful that also
had a name in their text), so `git log --follow` and blame survive.

## Consumer impact

The package ids change, which is visible to anyone consuming the NuGet
packages:

| 1.5.378 package | 2.0 package |
| --- | --- |
| `OPCFoundation.NetStandard.Opc.Ua.Gds.Common` |
`OPCFoundation.NetStandard.Opc.Ua.Gds` |
| `OPCFoundation.NetStandard.Opc.Ua.Gds.Client.Common` |
`OPCFoundation.NetStandard.Opc.Ua.Gds.Client` |
| `OPCFoundation.NetStandard.Opc.Ua.Gds.Server.Common` |
`OPCFoundation.NetStandard.Opc.Ua.Gds.Server` |

`docs/migrate/2.0.x/packages.md` gains a renamed-packages section — it
is the document that undertakes to cover NuGet renames, and had no GDS
entry — and the migration skill's package table gains the two rows a
1.5.378 consumer needs. That is the only hand-written content in this
PR; everything else is mechanical.

Assembly names follow the package ids, so the section also notes that
binding redirects, trimming descriptors and signing manifests naming the
files directly have to be updated.

## Build infrastructure

Everything naming the projects or their output moves with them:

- `UA.slnx` and `tools/MigrationAnalyzer.slnx` (both re-sorted — the
project lists are alphabetical, and `Gds` now sorts before
`Gds.Client`).
- `.azurepipelines/expected-packages.txt` — 3 ids, also re-sorted for
the same reason.
- `.azurepipelines/signlistDebug.txt` and `signlistRelease.txt` — 18
paths each. Their internal ordering is left alone: that group was
already unsorted, and reordering a signing manifest is diff noise.
- `samples/Reference/ConsoleReferenceServer/Dockerfile`, the two
metapackage nuspecs, the analyzer nuspec's package dependencies, and 8
`.csproj` references across tests, samples and tools.

`preview-pack.slnx` is generated from `UA.slnx` by `generate-slnx.ps1`,
so there is nothing static to edit. Nothing under `.github/workflows`,
and no `.ps1`/`.yml` in `.azurepipelines`, names these projects.

The migration analyzer's shim tree mirrors the source project layout by
its own documented convention, so `Gds.Client.Common/` becomes
`Gds.Client/` and its readme table follows.

## Deliberately not changed

Prose naming past work: `plans/23` still records that its deferral
happened during the "GDS Client.Common modernization", which is the name
that effort had. File *paths* in the same document were updated.

## Validation

`net10.0`:

- `UA.slnx`: 0 errors. 14 warnings, all pre-existing
CA1861/CA1850/CA1307 in `XRegistry`, `Types.Tests` and `WotCon.Tests` —
none in anything this PR touches.
- Assemblies build as `Opc.Ua.Gds.dll`, `Opc.Ua.Gds.Client.dll`,
`Opc.Ua.Gds.Server.dll`, with no `*.Common.dll` produced anywhere.
- `Opc.Ua.Gds.Tests`: 1,116 passed, 0 failed, 54 skipped.
- `Opc.Ua.MigrationAnalyzer.Core.Tests`: 10 passed, 3 skipped.
- A repo-wide grep for the old names returns only the intentional old →
new mappings in the migration docs.

## Checklist

- [x] Existing tests pass
- [x] No new tests — this is a rename with no behaviour change
- [x] Consumer-visible package rename documented in the migration guide

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-07 20:08:54 +02:00
romanettandClaude Opus 5 3543d7cf6c Report Executable/UserExecutable for state machine causes (#4368)
# Description

A Part 16 cause is a Method, and whether it may fire depends on the
state the machine is in. Part 3 defines `Executable` / `UserExecutable`
as exactly that question, and Part 4 has `Call` refuse a non-executable
Method with `Bad_NotExecutable`. `FiniteStateMachineState` already knows
the answer — `IsCausePermitted(context, causeId, checkUserAccessRights)`
— but nothing outside alarm shelving connected the two. Across the
library, `OnReadExecutable` was assigned in exactly three places, all in
`AlarmConditionState`. Everywhere else a cause method kept the `true`
its node was constructed with, so a client could not tell which causes
currently apply and found out only by calling one and being refused with
`Bad_NotSupported` from `DoCause`.

## What changed

**`StateMachineBuilder.WithCause`** now answers both attributes from
`IsCausePermitted` alongside installing the call handler — on the
unified builder (via the dispatcher's `InstallCauseMethod`) and on the
`Opc.Ua.Server.Fluent` surface reached through
`INodeBuilder.AsStateMachine()`, which had the identical gap.
`Executable` ignores user rights; `UserExecutable` also runs the
machine's `OnCheckUserPermission` callback.

Per the issue's note about servers that deliberately keep methods
executable and answer at call time, both overloads take
`reportExecutable: false` to opt out.

**`ProgramStateMachineState`** wires its own `Start` / `Suspend` /
`Resume` / `Halt` / `Reset` in `OnAfterCreate`, so a Program server no
longer repeats the boilerplate the class already shipped handlers for.
The Boiler quickstart's copy of it is deleted rather than left as an
example.

**Generator-emitted `*StateMachineState` subclasses** are left alone.
The generator emits no Part 16 `StateTable` / `TransitionTable` /
`CauseMappings` overrides — the same gap that makes the DI
software-update dispatcher write `CurrentState` directly instead of
going through `SetState` (see `docs/SoftwareUpdate.md`) — so there is
nothing to derive executability from. A vendor machine from a NodeSet
gets its causes through `StateMachineBuilder.For(...).WithCause(...)`,
which the first change covers. Worth revisiting if the generator gains
table emission.

## Notes for reviewers

Two details behind the `ProgramStateMachineState` change:

- The five methods are `OptionalPlaceholder` on
`ProgramStateMachineType`, so the generated class has no typed
properties for them. They are matched on browse name **without** the
namespace index, because a subtype that redeclares them puts them in its
own namespace — the Boiler model uses `1:Start`, not `0:Start`.
- `NodeState.Create` rebuilds the child list from the type template, so
a method added by hand before it is gone by the time `OnAfterCreate`
runs. `WireCauseMethods(ISystemContext)` is public for that case.

**Behaviour change worth flagging:** a `WithCause` against a machine
whose `CauseMappings` lack that cause now reports the method
non-executable where it previously reported executable. Such a call was
already failing with `Bad_NotSupported` inside `DoCause`, so it fails
earlier with the code Part 4 specifies rather than newly failing — but
it is visible to clients that read the attribute.

## Related Issues

- Fixes #4363

## 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.

### Tests

New: `StateMachineBuilderCauseExecutableTests` (definition mode, the
opt-out, `OnCheckUserPermission` affecting `UserExecutable` only,
suspended machines) and `ProgramStateMachineStateTests`, plus two cases
added to the existing fluent-builder fixture. All read through
`MethodState.ReadAttribute`, so a handler that is installed but never
consulted fails the test.

Run locally on **net10.0**: `Opc.Ua.Server.Tests` (4797),
`Opc.Ua.Core.Tests` (4374), `Opc.Ua.Di.Tests`, `Opc.Ua.Features.Tests`,
`Opc.Ua.Robotics.Intent.Tests` and the Boiler AOT tests all pass;
`UA.slnx` builds with no new warnings. The .NET Framework legs were not
run locally — leaving that checklist box to CI.

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-01 18:31:36 +02:00
651beaee1e Fully support AliasNames in ConsoleReferenceServer (#4012) (#4321)
# Description

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

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

### SDK — `Opc.Ua.Server`

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

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

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

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

### Reference server

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

## Note for reviewers — the reserved NodeIds

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

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

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

## Related Issues

- Fixes #4012

## Checklist

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

### Tests

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

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

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: romanett <7413710+romanett@users.noreply.github.com>
Co-authored-by: marcschier <11168470+marcschier@users.noreply.github.com>
2026-08-29 18:05:42 +00:00
romanettandCopilot App d547747e22 Generate ReferenceNodeManager address space from a NodeSet2 model (#4220)
# Description

The CTT/compliance `ReferenceNodeManager` built its ~6,000 node address
space entirely in imperative C#. This PR migrates it to a
source-generated `[NodeManager]` partial driven by an exported NodeSet2
model (`ReferenceServer.NodeSet2.xml`), mirroring the
`MinimalBoilerServer` sample and completing the goal of issue #4204.

The address space is now materialized from the model by the source
generator. The large orchestration body was kept but converted from
create-based to **find-instead-of-create**: each `Create*` primitive now
looks up the model-materialized node via `FindPredefinedNode<T>` and
re-applies runtime values, DataAccess metadata, and write handlers,
rather than constructing nodes from scratch. This keeps the
deterministic value seeding and behavior wiring intact while the
structure comes from the model.

## Notable details for reviewers

- **Idempotent reference wiring.** The mesh references in the
`References` folder are already present in the model, so the historic
manual `AddReference` calls would throw on duplicates. Added a small
`AddReferenceIfMissing` helper so those calls are safe.
- **Non-string NodeIds.** The `NodeIds` folder assigns numeric / GUID /
opaque NodeIds. The model exports those nodes with their final ids, so
find-by-string-path no longer works; added `CreateVariableById(NodeId)`
to locate them by their real id.
- **Generator bug fix (worth a careful look).**
`ModelDesignExtensions.GetValueRankAsCode` reconstructed `ValueRank` as
`dimensions.Length + 1`, so a node with `ArrayDimensions="3,3"` was
emitted as `ValueRank = 3`. This affected **any** NodeSet2 with a fixed
multi-dimensional array (rank-3 matrices, `BadTypeMismatch` on
whole-matrix writes, wrong decoded dimensions). Corrected to
`dimensions.Length` and updated the unit tests that had codified the
off-by-one.

## Validation

- `ReferenceServerTest`: 44/44 on net10.0 and net48
- `Opc.Ua.SourceGeneration.Core.Tests`: pass on
net8.0/net9.0/net10.0/net48
- Integration on net10.0: ComplexTypes, Client, History, Sessions,
Subscriptions all pass
- Clean build, no new analyzer warnings

## Related Issues

- Fixes #4204

## Checklist

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

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

---------

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>
2026-08-15 05:22:31 -07:00
Marc SchierandCopilot 1cca744b5c Retire the last exposed locks: node, browser, server diagnostics and application properties (#4222)
Closes #4201. Closes #4202. Closes #4203. Closes #4215. Closes #4216.

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

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

---

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

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

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

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

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

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

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

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

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

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

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

## 3. Analyzer numbering

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

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

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

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


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

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

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

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

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

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

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

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

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

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

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

## Note for the reviewer

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

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: e9c13dd0-a6e3-4ad2-8ad6-1c3fe6323041
Copilot-Session: b3c0e146-5b9e-4d08-a0f6-db3f940484b1
Copilot-Session: d18f87e9-2484-44ce-98ce-463ba6cf5f63
Copilot-Session: 0ee22c1d-c319-4257-bf78-a5a077a1824a
2026-08-11 22:14:10 +02:00
0edfe237a6 Bound in-memory historian retention (#4234)
# Description

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

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

## Related Issues

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

## Checklist

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

---------

Co-authored-by: Marc Schier <marcschier@users.noreply.github.com>
Co-authored-by: Marc Schier <marcschier@hotmail.com>
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-08-11 08:14:10 +02:00
Marc SchierandCopilot 9375a2431b Retire the IServerInternal bind mutators and freeze the bind phase (#4197)
## Stacked on #4193

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

Closes #4184.

## What this does

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

## The audit changed the shape of the work

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

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

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

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

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

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

## Measurement

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

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

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

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

## Commits

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

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

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

Purely additive. `ReferenceServer` moves onto the override.

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

### `cbcfda47` Remove `SetIdentityRegistry`

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

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

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

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

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

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

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

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

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

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

## Tests

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

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

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

## Docs

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

## Net effect across #4193 and this PR

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

## Reviewer questions

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

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: e9c13dd0-a6e3-4ad2-8ad6-1c3fe6323041
Copilot-Session: b3c0e146-5b9e-4d08-a0f6-db3f940484b1
Copilot-Session: d18f87e9-2484-44ce-98ce-463ba6cf5f63
2026-08-11 00:27:45 +02:00
Marc SchierandCopilot e73e71184d [WotCon] Add OPC UA WoT Connectivity 1.1 with the Types, source generation, Server and xRegistry work it builds on (#4128)
## Summary

Adds OPC UA WoT Connectivity 1.1 to the stack, together with the Types,
source generation, Server and xRegistry work it is built on. This branch
is the merge point for the fourteen-PR stack that replaced integration
PR #4093; every constituent PR was reviewed and approved separately and
is listed below.

414 files changed, +108,936 / -3,199. Roughly 46k added lines of product
code, 57k of tests, plus samples, tools and documentation.

## Types

- Complete `ExtensionObject` raw-body decoding for binary, XML and JSON
bodies by resolving the concrete type through the message context's
encodeable factory, and simplify the `Variant` structure helpers by
delegating to it (#4128).
- Add `IAtomicFileReplace` as an optional `IFileSystem` capability so
existing external implementations keep working, with atomic publish for
`LocalFileSystem` via `File.Replace`/`File.Move` and for
`VirtualFileSystem` by re-keying the in-memory entry (#4128).
- Add lossless conversion between WoT documents and NodeSet2
(`Opc.Ua.Wot.WotNodeSetConverter`). A byte-exact `uav:nodeSet` envelope
is preserved when requested, the structured `uav:nodes` projection is
used when the readable vocabulary is incomplete, and NodeSet2 is
otherwise synthesized from readable WoT terms. Unmapped JSON members
survive a round trip as pointer-addressed residue (#4131).

## Source generation

- Improve the NodeSet to ModelDesign conversion and the generated node
state (#4132).
- Generate OPC UA models directly from WoT Thing Description files
(#4134).

## Server

- Add live NodeManager shadow and immediate reload. A reload
materializes a new generation beside the active one and switches
atomically; the superseded generation is retired gracefully so existing
MonitoredItems keep being served until they drain, or immediately when
the caller asks for it. Includes the request admission and drain
machinery that lets an orderly shutdown wait for admitted requests
instead of tearing down underneath them (#4147).
- Make subscription transfer between sessions transactional, so a failed
transfer leaves neither session holding a partially moved subscription
(#4150).

## xRegistry

- Allow clients to use explicit registry roots rather than assuming a
well-known location (#4130).

## WoT Connectivity

- Add the WoT Connectivity 1.1 information model: a registry-first
revision layered on the abstract xRegistry base model, incorporating the
complete published OPC 10100-1 v1.02 surface as deprecated nodes in the
same namespace so existing 1.02 clients keep working (#4139).
- Add the protocol binding abstractions and planners that compile WoT
forms into executable plans (#4140).
- Add the HTTP, Modbus, OPC UA and MQTT binding executors (#4144).
- Add the registry and its stores, including document versioning,
validation, dependency resolution and refresh (#4146).
- Add the registry client (#4142).
- Materialize WoT Thing Descriptions into the server address space,
deriving types from Thing Models and instances from Thing Descriptions
(#4154).
- Restore the WoT asset registry bridge so the deprecated 1.02 asset
surface is backed by the registry (#4171).
- Add the WoT Connectivity samples and complete the documentation
(#4156), and restore the remaining coverage and docs (#4172).

## New projects

`src/Opc.Ua.WotCon.Bindings`, `src/Opc.Ua.WotCon.Bindings.Mqtt`,
`tests/Opc.Ua.WotCon.Bindings.Tests`,
`tests/Opc.Ua.WotCon.Samples.Tests`, and the `samples/WotCon`
AggregationServer, AggregationClient and FlatTagServer samples.

## Constituent pull requests

Merged into this branch top-down, each independently approved:

| PR | Title |
| --- | --- |
| #4128 | [Types] Complete ExtensionObject decoding and add an atomic
file replace capability |
| #4131 | [Types] Add lossless conversion between WoT documents and
NodeSet2 |
| #4132 | [SourceGeneration] Improve NodeSet to ModelDesign conversion
and generated node state |
| #4134 | [SourceGeneration] Generate OPC UA models from WoT Thing
Description files |
| #4147 | [Server] Add live NodeManager shadow and immediate reload |
| #4150 | [Server] Make subscription transfer between sessions
transactional |
| #4130 | [XRegistry] Allow clients to use explicit registry roots |
| #4139 | [WotCon] Add the WoT Connectivity 1.1 information model |
| #4140 | [WotCon] Add the WoT protocol binding abstractions and
planners |
| #4144 | [WotCon] Add the HTTP, Modbus, OPC UA and MQTT binding
executors |
| #4146 | [WotCon] Add the WoT Connectivity registry and its stores |
| #4142 | [WotCon] Add the WoT Connectivity registry client |
| #4154 | [WotCon] Materialize WoT Thing Descriptions into the server
address space |
| #4156 | [WotCon] Add the WoT Connectivity samples and complete the
documentation |
| #4171 | Restore WoT asset registry bridge |
| #4172 | Restore WoT coverage and docs |

Supersedes #4093.

## Follow-up

The WoT Connectivity and WoT Binding drafts have moved to 1.1-draft2
since this work was authored. Aligning with that revision - the removed
group vocabulary, the new projection/View construct, the remaining model
vocabulary terms and the two new portable-identity validation rules - is
tracked separately and will follow in its own pull request.

## Validation

Built for every target framework with zero warnings and zero errors, and
validated at the tip of the stack with `Opc.Ua.WotCon.Tests` at 999
passed / 0 failed and `Opc.Ua.Server.Tests` at 4024 passed / 0 failed.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 9e6a5abf-3299-4cd1-9855-010fedbf0ad8
2026-08-05 10:14:15 +02:00
Marc Schier 275c3800b5 [Server] Add live NodeManager lifecycle support (#4094)
# Description

Adds supported live add, reload, and remove lifecycle operations for
NodeManager instances on a running server.

The change introduces a DI-backed `INodeManagerLifecycle` service with
direct `StandardServer` access, generation-aware registration handles,
copy-on-write routing, transactional prepare/commit/rollback, runtime
NodeSet convenience APIs, append-only namespace updates, model and
semantic change notifications, additive-compatible complex type priming,
and complete teardown behavior.

Lifecycle publication is coordinated with requests, sessions,
subscriptions, monitored items, continuation points, and shutdown so
retired managers cannot remain reachable or be disposed while still in
use. Compatible monitored items transfer to replacement generations
without a transient bad status. Removed or incompatible Nodes publish
`BadNodeIdUnknown` as required by OPC UA Part 4 section 5.8.4.1, retain
their MonitoredItem identity, and automatically recover when a
compatible Node with the same NodeId returns.

Registration is documented end to end in the new
[docs/NodeManagerRegistration.md](docs/NodeManagerRegistration.md),
which covers compile-time, startup, and runtime registration together
with the guarantees for MonitoredItems, Browse continuation points,
namespace indexes, DataTypes, and change notifications.
## Review feedback addressed

Interface surface reduced, as requested:

- `INodeManagerMonitoredItemTracker` folded into
`ISubscriptionMonitoredItemLifecycle`.
- `INodeManagerMutationCoordinator` and the asynchronous MonitoredItem
recovery entry point folded into `IDynamicNodeManagerHost`.
- `ISessionClosingRegistry` folded into `IServerInternal`, then replaced
by `ISession.IsClosing`.
- `ISubscriptionDeletionRegistry` folded into `ISubscriptionManager`,
then removed entirely.
- `INodeManagerContinuationPointTracker` folded into `ISession`.
- The synchronous recovery entry point kept on its own
`ISyncNodeManagerMonitoredItemRecovery`, because `AddPredefinedNode`
cannot await; it still routes through the asynchronous
`INodeManagerMonitoredItemLifecycle` that `AsyncNodeManagerAdapter`
exposes.
- `IMonitoredItemLifecycle` renamed to `IDetachableMonitoredItem`.

Reach into the Subscription area reduced to the minimum the feature
needs:

- The lifecycle feature itself leaves `SubscriptionManager` almost
untouched: two guards that reject a request from a Session that is
closing, on `CreateSubscription` and on `TransferSubscriptions`, because
it would create state that is about to be torn down. The deletion claim
registry, the session closing gates, the closed-session bookkeeping and
the deletion restore paths introduced by earlier revisions are gone.
Transferring a subscription away from a session that is closing stays
allowed, since that is the recovery path the service exists for; the
race that exposed is fixed by serialising source-queue closure with the
transfer rather than by rejecting it.
- Queueing is disabled again for a MonitoredItem with `QueueSize <= 1`,
as before this PR. Without a queue the Client is served the last sampled
value, so the missing-Node notification simply becomes that value;
losing values is expected for a MonitoredItem without queuing.
- What remains of the notification is one `DataValue` plus one bool in
`DataChangeQueueHandler`, mirroring the existing overflow pair, which
stops it being the value discarded when a configured queue is full.
- `MonitoredItem` keeps its original publish path, its original queue
creation and restore paths, its original triggering behaviour, and no
per-epoch bookkeeping.
- `IStoredMonitoredItem` carries `IsDeleted` and `IsDetached`, so a
restored item reports the state it was stored with rather than one
inferred from the last value's StatusCode.

Other feedback:

- Documented `HostedNodeManagerLifecycle`, `IDynamicNodeManagerHost`,
`NodeManagerRoutingTable`, and the `RequestManager` validation and
request scopes.
- Renamed `ValidateMonitoredItemAsync` to `CanAttachMonitoredItemAsync`
and `RestoreMonitoredItemAsync` to `RecoverMonitoredItemAsync`, so the
lifecycle API no longer collides with the durable Subscription
`RestoreMonitoredItem` path used at server startup.
- Removed the `CustomNodeManager2` dependency from the synchronous
MonitoredItem recovery path.
- `DataChangeQueueHandler` is back to the two constructors 1.5.378
shipped, each taking an optional `TimeProvider`.
- Session closing is a one-way latch, and the Session is removed even
when teardown throws.
- Documented what a custom NodeManager has to implement to take part in
live lifecycle operations, and which NodeManager implements
`INodeManagerReloadParticipant` today.

## Fixes found during review

- The guard that stops a NodeManager lifecycle operation being started
from inside a service handler never fired. It was backed by an
`AsyncLocal` written inside `async ValidateRequestAsync`, which is
invisible to the caller that awaited it, so a lifecycle call from a
NodeManager callback waited for its own request and held the lifecycle
semaphore forever. The mark is now applied by the service dispatcher,
and the drain is bounded so no path can wedge the lifecycle permanently.
- `ValidateRequestAsync` is no longer virtual. An override that rejected
a request after calling `base` left it registered forever; subclasses
now use `OnRequestValidatedAsync`, whose failures complete the request.
- A MonitoredItem deleted and disposed while a reload was handing it to
the replacement NodeManager could be attached anyway. The item now
reserves itself for the hand-over and the transition takes it back if it
was disposed meanwhile.
- The Overflow bit is recorded and applied when the value is published,
as the surrounding design does, rather than written into the value at
enqueue time.
- MonitoredItem cleanup for a Subscription being deleted no longer
passes null entries to `DeleteMonitoredItemsAsync`.
- Browse continuation points of a retired NodeManager are persisted and
disposed outside the Session lock.

## Open review discussions

Three threads are open, replied to and awaiting reviewer decisions:
separating service-call dispatch from NodeManager handling in
`MasterNodeManager` (tracked as #4098), the request-scoping shape in
`StandardServer`, and how much of the async MonitoredItem service
implementation should stay in `Subscription`.

Issue #4102 records a specification ambiguity found while implementing
the missing-Node notification: Part 4 §5.8.4.1 makes it mandatory, but
the protected over-capacity queue entry §5.13.1.5 defines applies to
`EventQueueOverflowEventType` only, so the specification does not say
how it survives a full queue.

## Validation

- Full `Opc.Ua.Server.Tests` on net10.0: 3,768 passed, 5 skipped.
- Lifecycle, MonitoredItem, Subscription and continuation point suites:
185 passed on net10.0 and 75 on net48.
- Server builds complete with zero warnings or errors.
- Two failures are pre-existing and unrelated:
`DurableDataValueQueueVerifyReferenceBatchingAsync` (flaky
`BatchPersistor` file contention, passes in isolation on net10.0 and
net48) and
`ConfigureApplicationBuildsSharedClientAndServerConfigurationAsync`
(fails on a clean tree with these changes stashed).

## Related Issues

- Fixes #3993
- Follow-up tracked in #4098
2026-07-28 16:06:28 +02:00
Marc Schier 39991bfea1 Harden managed subscription recreation and reapply (#4065)
## Summary

- Makes managed subscription recreation generation-safe by quiescing
publish ingress, draining in-flight requests, retiring queued messages
and acknowledgements from the old server-side generation, then
recreating monitored items as one serialized operation.
- Exposes `RecreateAsync` on `ISubscription`, rejects recreate/dispose
reentrancy from notification callbacks, preserves the active generation
when server-side deletion fails, and coordinates disposal with an
in-flight recreate.
- Aggregates logical subscription recovery state across partitions and
adds pending/reapply APIs so monitored items can be deterministically
re-created after model or configuration changes.
- Initializes the Quickstarts Boiler logger with `NullLogger` so
simulation updates remain safe before a logger is assigned.
- Keeps the new logical recovery test compatible with net48.

## Review follow-up

- Documents the `RecreateAsync` callback-reentrancy and disposal
exceptions on the public interface.
- Extends generation-retirement coverage with a 1,024-message stale
burst and verifies that only ordered current-generation callbacks are
delivered.
- Proves manager disposal cancels a cancellation-aware operation holding
publish quiescence and waits for the gate to release safely.
- No runtime timeout or blanket channel drain was added: the quiesced
production delegate is internal and cancellation-aware, while
unconditional draining could discard or reorder current-generation
messages arriving through direct ingress.

## Validation

Current head: `edb4a75145c8b03bd03da15eb71327e3bffda091`.

Review follow-up validation on the current head:

- `Opc.Ua.Client` and `Quickstarts.Servers` build successfully for
net472, net48, netstandard2.1, net8.0, net9.0, and net10.0.
- focused `SubscriptionTests` and `SubscriptionManagerTests`: 72 passed
on net10.0 and 72 passed on net48.

The runtime implementation is unchanged from
`7b944ac68616e2d6c0595957c65179f86e78a637`, which passed:

- net10.0 `Opc.Ua.Client.Tests`: 1,974 passed.
- net10.0 `Opc.Ua.Sessions.Tests`: 738 passed, 379 skipped.
- net10.0 `Opc.Ua.Subscriptions.Tests`: 601 passed, 6 skipped.
- focused net48 managed-subscription tests: 122 passed.
- win-x64 Native-AOT publish succeeded; subscription, monitored-item,
and Boiler AOT cohorts: 14 passed.
2026-07-23 09:54:26 +02:00
537b10c8b3 Fix History User Access Levels and add CTT coverage nodes (#4026)
# Description

Improve Reference Server coverage for OPC UA Compliance Test Tool
scenarios and document the latest CTT findings.

## Reference Server coverage

- Historize the configured AccessRights nodes and seed them with the
same deterministic mixed-quality history as the other test nodes while
preserving their access controls.
- Add a historian node that intentionally does not support
ServerTimestamp.
- Add a SelectionListType String instance whose Selections property is
String[] as required by Part 5, with localized descriptions and
RestrictToList enforcement.
- Add an EUR CurrencyUnit property and verify its structured value and
binary encoding.
- Add a node with explicit read/write base access bits plus
NonatomicRead and NonatomicWrite AccessLevelEx flags.
- Ensure the first ByteString array elements meet the CTT minimum-length
prerequisite.

## Latest CTT findings

- Confirm run-23 A&C residuals are CTT re-entrant Read and
branch-unaware Retain checks rather than server regressions.
- Confirm NumberOfTransitions includes Uncertain values as required by
Part 13.
- Document the CTT CurrencyUnit decoder dropping a correctly encoded
Exponent.

## Related Issues

- Follow-up to #3960 and #4002.

## 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.
- [x] I have addressed **all** PR feedback received.

Focused affected tests pass on .NET 10 and .NET Framework 4.8.

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: Marc Schier <marcschier@hotmail.com>
2026-07-21 13:52:12 +02:00
Marc SchierandCopilot 3c4661d2bf Protect certificate and identity secrets in MCP and durable samples (OPC 10000-4 security) (#4043)
## Failure

MCP auto-accept mutated the shared application certificate manager and
accepted
every certificate error, so one permissive connection could affect
concurrent or
later strict sessions. The durable-subscription sample also serialized
complete
user identity tokens, including user-name passwords and issued bearer
tokens.

## Fix

- Isolate auto-accept certificate managers/configurations per connection
and keep
  their lifetime with the managed session.
- Auto-accept only `BadCertificateUntrusted`; retain strict validation
for all
  other certificate errors and shared sessions.
- Version the durable store and reject the previous unsafe format.
- Remove user-name passwords before persistence and reject issued-token
  subscriptions rather than storing bearer credentials.
- Add focused tools tests plus solution, project, and
durable-subscription docs.

## Reference

- OPC 10000-4 Session identity-token and application-certificate
security.
- Split from #4021.

## Tests

- `Opc.Ua.Tools.Tests` Release: 7 passed on net10.0; 4 passed on net48.
- `Quickstarts.Servers` Release builds passed on net10.0 and net48 with
zero warnings/errors.
- `Opc.Ua.Mcp` Release net10.0 build passed with zero warnings/errors.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-07-21 11:26:25 +02:00
Marc Schier 20d9d65a64 Fix generated configuration namespace resolution (#4019)
# Description

Fix source-generated configuration types whose explicit namespace
references constants emitted by the same generator pass. Roslyn cannot
resolve those constants while `[DataType]` attributes are analyzed, so
the generated XML codec silently fell back to `urn:memorybuffer` /
`urn:testdata` while the shipped configuration uses the model namespace
URIs.

This change:

- adds `MODELGEN021` to fail when an explicitly supplied
`[DataType.Namespace]` expression cannot be resolved;
- uses compile-time-available model namespace URIs for the MemoryBuffer
and TestData configuration types;
- restores production-shaped XML fixtures and exercises the
`UpdateExtension<T>()` / `ParseExtension<T>()` path;
- documents the source-generator namespace requirement and migration
guidance.

Targeted validation passed:

- `TypeGeneratorTests`: 17 tests on `net10.0` and `net48`;
- `ConfigurationRoundTripTests`: 4 tests on `net10.0` and `net48`.

## Related Issues

- Fixes #4014

## 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.
2026-07-18 20:15:49 +02:00
84fa8e8906 CTT follow-up: monitored items, alarms, codecs, history, and model validation (#4002)
# Description

Follow-up to #3978 based on the latest OPC UA CTT aggregate, matrix,
Historical Access, Attribute, and Node Management runs.

## Aggregate run 16

- Ignore synthetic `BadBoundNotFound` raw-bound markers when feeding
aggregate calculators.
- Add direct and live historian regression coverage.

## Multi-dimensional Variant matrices

- Fix `Variant.Copy()` so rank-2 Variant matrices preserve their payload
and dimensions.
- Enforce valid Variant matrix dimensions consistently across Binary,
JSON, XML stream, and XML parser codecs.
- Encoders return `BadEncodingError`; decoders return `BadDecodingError`
for malformed matrix dimensions.
- Add cross-codec valid/null/empty/malformed tests and a batched
ReferenceServer Read regression.
- Correct the previous CTT issue attribution: the invalid
`Scalar_Static_Arrays2D_Variant` server encoding poisoned the batched
CTT Read.

## Node Management AddNodes

- Return `BadNodeIdRejected` for unsupported requested-NodeId
namespaces.
- Validate hierarchical ReferenceType source/target NodeClass
constraints.
- Document run-18 confirmation that all remaining 15 AddNodes errors are
CTT project/script configuration issues.

## Historical Access and Attribute Services run 18

- Reject whitespace in `NumericRange` syntax with
`BadIndexRangeInvalid`.
- Add HistoryRead tests for operation-level invalid syntax and
per-DataValue `BadIndexRangeNoData`.
- Document CTT defects:
- `012.js` expects `BadIndexRangeNoData` at the operation level instead
of on returned DataValues;
  - `Err-012.js` uses a non-historizing node for an access-denied test;
- generic Attribute array helpers omit NodeId[] and StatusCode[]
conversion paths.

## Base Information model validation run 19

- Run the CTT main session as `sysadmin` over Basic256Sha256
SignAndEncrypt so SecurityAdmin RolePermissions and EncryptionRequired
restrictions are both satisfied without weakening the server model.
- Preserve predefined well-known NodeIds while making generated dynamic
type and optional-child factories allocate compatible per-instance
NodeIds, remap internal references, and update references from the
owning subtree.
- Materialize dynamic RoleType properties through generated helpers and
keep role-child string NodeIds disjoint from numeric RoleManager root
IDs.
- Add net48/net10 regressions for generator output, NodeId
allocation/reference remapping, DI mandatory children, dynamic roles,
and low-privilege versus SecurityAdmin Browse visibility.
- Document CTT defects for permission-unaware mandatory-child
validation, the UA 1.04 reference model used against a UA 1.05 server,
stale ServerDiagnostics cache, and the `ConformanceUnits` scalar/array
mismatch.
## Related Issues

- Follow-up to #3960 and #3978.

## Checklist

- [x] I have signed the CLA and read the CONTRIBUTING document.
- [x] Tests prove the fixes and improve coverage.
- [x] Required CTT documentation is updated.
- [x] Focused builds/tests introduce no warnings.
- [x] Affected tests pass on .NET Framework and .NET 10.
- [ ] CI and CodeQL are green.
- [ ] All PR feedback is addressed.



## Latest CTT full run and A&C run 20

- Fix Monitor Value Change V2 `036.js`: an ambiguous
`DataValue(StatusCode)` call encoded `BadIndexRangeNoData` as a Good
value.
- Prove all 19 configured matrix monitored items notify when the
selected value actually changes; document the independent `042.js`
script defects.
- Rebase dynamic `CertificateExpired` / `TrustListOutOfDate` alarm roots
and descendants, restore standard type declarations and ModellingRules,
and expose the cross-node-manager references.
- Deliver method-triggered events to every authorized Session, fixing
the two-Session Confirm scenario.
- Preserve locale-only `LocalizedText` values consistently across
Binary, JSON, and XML and align Acknowledge/Confirm comment behavior and
tests.
- Document the remaining proven CTT defects for TransactionDiagnostics,
SemanticChange, History `013`, PolicyId scope, A&C, durable
subscriptions, and Subscription Minimum events.

## Base synchronization

Merged `master` through `007cfaf90` (`#4010`, repository layout
consolidation) and retained the matrix regression tests at their new
`tests/` locations.

## Latest validation

- Focused merged-tree tests pass on net10 and net48.
- `Opc.Ua.Server` and `Quickstarts.Servers` Release builds complete with
0 warnings and 0 errors on net10 and net48.
- The existing
`DisableEnableViaTypeAndInstanceMethodNoEventsDuringDisabledAsync`
timing test took its documented inconclusive timeout path after the
layout merge; no test failure was reported.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Co-authored-by: Copilot <198982749+Copilot@users.noreply.github.com>
Co-authored-by: romanett <romanett98@gmail.com>
2026-07-18 05:01:03 +02:00
Marc Schier 8538f531e7 Update paths for the consolidated repository layout 2026-07-16 06:26:05 +02:00
Marc Schier 7cec2d614d Move repository files to the consolidated layout 2026-07-16 06:25:54 +02:00