Commit Graph

9 Commits

Author SHA1 Message Date
romanett d552634258 Enable ECC security policies on net48 via a BouncyCastle raw-ECDH polyfill (#4703)
Closes #4510.

## Summary

OPC UA Part 6 feeds the **raw** ECDH shared secret into HKDF. .NET
Framework only exposes `ECDiffieHellman.DeriveKeyMaterial`, which always
hashes it, so the ECC SecureChannel and user-token policies were
unavailable on `net48` (`SecurityPolicies.GetInfo` returned `null`).

This adds a BouncyCastle polyfill for just that primitive:

-
**`Opc.Ua.Security.Certificates/Org.BouncyCastle/EcdhRawAgreement.cs`**
(`net48` only): an internal `DeriveRawSecretAgreement(this
ECDiffieHellman, ECDiffieHellmanPublicKey)` extension using
`ECDHBasicAgreement`. It returns the X coordinate padded to the field
size, exactly like the .NET 8 BCL method. Keys stay CNG keys; ECDSA
signatures and HKDF stay on the platform — only the agreement step is
managed code. The point is validated (on curve, not infinity) and
mismatched curves are rejected.
- Because the extension mirrors the .NET 8 signature,
`Nonce.GenerateSecret` now has one code path on every target.
- `SupportsRawEccSecretAgreement()` is removed; the CBC-based ECC
policies (`ECC_nistP256`, `ECC_nistP384`, `ECC_brainpoolP256r1`,
`ECC_brainpoolP384r1`) are offered on every target (still subject to OS
curve support).
- BouncyCastle was already a `net48` dependency of
`Opc.Ua.Security.Certificates`; no new package. (Only `net48` is
downlevel now — `netstandard2.1`/`net472` from the issue text are no
longer targets.)

**Not in scope:** the `_AesGcm` / `_ChaChaPoly` ECC variants (and PubSub
DTLS) still need .NET 8 because .NET Framework has no AEAD ciphers —
follow-up stacked on this branch.

## Docs

`EccProfiles.md` (Known limitations), `migrate/2.0.x/certificates.md`,
`ProductionChecklist.md`, `Profiles.md`, `WhatsNewIn2.0.md`. Calls out
that on `net48` the agreement step does not run in a FIPS/validated
module.

## Tests (local)

| Suite | Result |
|---|---|
| `Opc.Ua.Core.Tests` full, net48 | 5956 passed, 0 failed |
| `EccInteropTests` net48 vs 1.5.378 peer (net8.0, native raw ECDH) | 26
passed; 28 skipped (AEAD + curve25519/448) — all four CBC curves, both
directions, UserName tokens, token renewal |
| `Opc.Ua.Sessions.Tests` ECC filter, net48 | 52 passed, 0 failed |
| Server `SessionCoverageTests`/`EphemeralNonce*`, Configuration builder
tests, net48 | all pass |
| Nonce/ECC/EncryptedSecret + session tests, net10.0 | all pass |

New tests: symmetric agreement on all four curves; on net48 an oracle
against CNG (`SHA256(raw) == DeriveKeyFromHash`); curve mismatch and
off-curve rejection. Tests that asserted the old net48 limitation were
updated.

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---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 21:52:44 +02:00
romanett 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.

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---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 08:48:13 +02:00
romanett d98eb6b28c Fix server session defects found by a spec-checked review of CreateSession, ActivateSession, session lifecycle and continuation points (#4632)
# Description

Fixes defects found by a spec-checked review of the server session
implementation: CreateSession, ActivateSession, the session lifecycle
(per-request validation, CloseSession, Cancel, timeout, shutdown) and
session continuation points. Each finding was checked against OPC
10000-4 (§5.7, §7.9, §7.32), OPC 10000-5 (session diagnostics and audit
events) and OPC 10000-6 §6.8.2.

There is one commit per finding, and each commit message cites the spec
section. A max-effort code review of the fixes then found 15 more
issues, mostly regressions the first round introduced; they are fixed in
the `revfix` merges.

## What changed

**CreateSession**
- At MaxSessionCount the oldest session that was never activated is
closed to make room (§5.7.2.1). Sessions that are activated, already
closing, or have an activation in flight are never evicted. The victim
is claimed atomically, so a late activation commit on it is rejected.
- `requestedSessionTimeout` NaN is revised. A malformed `endpointUrl` no
longer fails the call with Bad_UnexpectedError. `serverUri` is ignored,
as §5.7.2.2 requires.
- Unnamed sessions get distinct names.
- Session diagnostics now report `MaxResponseMessageSize` and
`ServerUri`, and `SessionSecurityDiagnostics.Encoding` uses the
specified names ("UA Binary", "XML", "JSON").
- AuditCreateSessionEvent carries SecureChannelId and the request
certificate, also on failure.
- Every rejected CreateSession is counted, and only once. A rejection
during server startup no longer turns into Bad_UnexpectedError.
- If an `OnApplicationCertificateError` override accepts an error, the
certificate is now kept and the remaining checks still run. A
certificate accepted this way does not grant TrustedApplication or
application-based roles.

**ActivateSession**
- EphemeralKey handling follows OPC 10000-6 §6.8.2:
- A key used to decrypt a UserName or IssuedToken secret is retired and
replaced in the same commit.
  - A key that was not used is kept, and nothing is returned.
- ECDHPolicyUri is honoured; an unsupported policy gets
Bad_SecurityPolicyRejected.
  - Request parameters are no longer echoed back.
- After the activation commits, a failure or cancellation no longer
faults the response, which would hide the new server nonce. Post-commit
callbacks run uncancellably.
- An activation that overlaps a session close or timeout fails with
Bad_SessionClosed instead of returning Good.
- The PolicyId of an AnonymousIdentityToken is validated.
- Status codes now follow §5.7.3.3:
- Bad_ApplicationSignatureInvalid for a mismatched client-signature
algorithm
- Bad_UserSignatureInvalid for a mismatched X509 user-token signature
algorithm
- Bad_IdentityTokenInvalid for an undecodable token or an unknown policy
- `ClientUserIdOfSession` keeps the user of the first activation.

**Lifecycle and requests**
- Requests on an expired or closing session are rejected with
Bad_SessionClosed (§5.7.2.1). A CloseSession on an expired session that
is not yet closing is still processed as the client's close and honours
`deleteSubscriptions`.
- Closing a session aborts its outstanding requests with
Bad_SessionClosed. A request that registers after that abort pass is
rejected too.
- Cancel completes the matching requests with
Bad_RequestCancelledByClient (§5.7.5.1). It also reaches requests still
waiting in the request queue, but only when both timestamps prove the
request was sent earlier.
- There is one AuditCancelEvent per Cancel call, carrying the client's
audit entry id and user.
- Every close path goes through a single close claim, so
SessionAbortCount, SessionTimeoutCount and the "Session/Terminated" and
"Session/Timeout" audits are each counted once.
- Teardown that started cannot be cancelled. Requests rejected by
session validation are counted.

**Continuation points**
- HistoryRead returns Bad_NoContinuationPoints instead of evicting
points of the same request (§7.9). Only the request that saved a point
pins it, so points from prior requests can still be freed.
- Points saved by a HistoryRead that faults are released.
- Session-less Browse and BrowseNext no longer dereference a null
session.

## Behaviour changes reviewers should know about
- At the session cap, CreateSession evicts a non-activated session
instead of returning Bad_TooManySessions. The eviction is counted in
SessionAbortCount.
- Clients see Bad_SessionClosed for requests on expired or closing
sessions, and Bad_RequestCancelledByClient for cancelled requests.
- `ActivateSessionProcessAdditionalParameters` is now called on every
successful activation, with or without an AdditionalHeader.
- If an `OnApplicationCertificateError` override returns instead of
throwing, CreateSession now accepts the certificate.
- Timeout and termination audits are now raised after the session
teardown.
- The only public API changes are additive overloads in `AuditEvents`
and `RequestManager`.

**Known partial fixes:**
- The session's `maxResponseMessageSize` is reported but not enforced;
only the channel limit applies.
- With overlapping ActivateSession calls on one session, an earlier
response can still carry a key that a later activation has already
replaced. Closing that fully needs a new `ISession` member.

## Related Issues

- The Redundancy.Server session-mirroring findings from the same review
are tracked separately in #4627.

## Tests
- Regression tests cover each finding. The new files are:
  - `CreateSessionSpecRegressionTests`
  - `ActivateSessionValidationRegressionTests`
  - `StandardServerActivateSessionRegressionTests`
  - `SessionLifecycleRegressionTests`
  - `SessionRequestAdmissionRegressionTests`
  - `HistoryReadContinuationDispatchTests`
  
  Existing test classes were extended too.
- Local results on net10.0:
  - `Opc.Ua.Server.Tests`: 7883 passed / 0 failed / 5 skipped
- `Opc.Ua.Sessions.Tests`: 790 passed / 0 failed / 379 skipped (same as
master)
- net48 Release build of `Opc.Ua.Server.Tests`: 0 errors / 0 warnings.

## 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>
2026-10-03 05:42:01 +02:00
romanett 61edaa1ed0 Remove netstandard2.1 and net472 target frameworks (#4624)
# Description

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

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

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

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

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

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

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

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

## Related Issues

- None

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-02 17:09:49 +02:00
romanett 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
Marc Schier 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 aad8350bc1 Pluggable symmetric cryptography, an awaitable asymmetric path, registrable security policies, and PubSub crypto offboarding (#4206, #4207, #4208, #4210) (#4232)
# Description

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

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

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

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

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

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

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

## #4208 — the asymmetric path is awaitable

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

### Still synchronous, and why

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

## #4210 — PubSub

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

## Removing the gate's re-entrancy

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

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

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

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

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

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

## Testing

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

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

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

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

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

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

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

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

### The publish request overshoot

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

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

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

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

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

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

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

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

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

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

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

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

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

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


## Documentation

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

## Note for reviewers

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

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

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

## Related Issues

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

## Checklist

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

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: marcschier <11168470+marcschier@users.noreply.github.com>
Copilot-Session: 7a68ca72-83e8-496c-b2f5-3df4c718320b
Copilot-Session: 3f5ab76a-c0ba-4f47-87ac-54d1f4182c6b
2026-08-15 05:23:20 -07:00
Marc Schier 5bc8a9d705 Reduce ISession: type the continuation points, delete the obsolete validate overload (#4199)
## Stacked on #4197

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

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

Closes #4187.

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

## The finding that changed the approach

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

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

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

## Measurement

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

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

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

**`ISession` is 38 → 32 members.**

## Commits

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

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

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

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

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

Two latent bugs fell out of typing it:

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

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

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

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

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

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

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

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

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

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

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

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

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

## Tests

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

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

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

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

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

## Docs

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

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

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

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

## Reviewer questions

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

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: e9c13dd0-a6e3-4ad2-8ad6-1c3fe6323041
2026-08-11 06:57:40 +02:00
Marc Schier 7cec2d614d Move repository files to the consolidated layout 2026-07-16 06:25:54 +02:00