5 Commits

Author SHA1 Message Date
Marc Schier 2be0f5c4d5 [docs] Document the secure-by-default DI HttpClient fallback and the channel-manager diagnostics surface contract
Docs/Sessions.md:
  - New subsection "HTTPS factory + OPC UA cert validation:
    secure-by-default fallback" under § 4. Explains the two
    HttpsTransportChannel construction paths, why the factory is
    bypassed when a CertificateValidator is configured, the one-time
    LogWarning, and how a consumer can keep both Polly resilience AND
    OPC UA cert validation by registering the named HttpClient with
    ConfigurePrimaryHttpMessageHandler that wires OPC UA validation
    in themselves.
  - New subsection "Diagnostics surface contract — what tags and
    EventSource fields carry". Codifies what is allowed on Activity
    tags / EventSource events (StatusCode, SymbolicId, LocalizedText
    only) vs what stays in local ILogger.LogDebug (AdditionalInfo,
    inner exception data). Includes the bounded metric tag set with
    enumerated outcome / reason values, the correct
    transient-failure spelling, and a callout that the participant
    tag carries the full per-instance ID (cardinality is bounded by
    live participant count, but workloads with churn should rewrite
    the suffix at the OTel processor).

Docs/DependencyInjection.md:
  - "Channel manager" section adds a security trade-off callout
    pointing operators to the new Sessions.md HTTPS-secure-fallback
    section.
2026-06-11 10:48:45 +02:00
Marc Schier 36d67b3d3a [Client] Central channel manager with shared, ref-counted transport channels (#3288)
Introduces `IClientChannelManager` as the central registry for client-side
transport channels. Sessions and discovery clients now share ref-counted
managed channels per (endpoint, reverse-connect identity); reconnect is
coalesced and notified to attached participants via a new
`IReconnectParticipant` callback interface; service calls are gated by a
three-state lifecycle (`TransportReconnecting` -> `TransportConnectedSessionReactivating`
-> `Ready`) until reactivation completes.

New types in `Stack/Opc.Ua.Core/Stack/Client/`:
- `ManagedChannelKey`, `ChannelState`, `ChannelStateChange`, `ParticipantReconnectResult`
- `IReconnectParticipant`, `IManagedTransportChannel`, `IClientChannelManager`
- `IChannelReconnectPolicy` + `ExponentialBackoffChannelReconnectPolicy`
- `IRetryBudget` + `RetryBudget` (shared retry deadline across the two layers)
- `ClientChannelManager.Managed/Entry/Lease/Metrics/Diagnostics/CertRotation.cs`
  partials with refcount, coalesced reconnect, IMeter instruments, ActivitySource
  + EventSource, and automatic ReconnectAllAsync on certificate rotation.

Session integration (Libraries/Opc.Ua.Client):
- `Session.CreateAsync(IClientChannelManager, ...)` overload constructs a
  Session that shares its channel with co-located participants.
- `Session` implements `IReconnectParticipant`; reactivation handler
  distinguishes Reactivated / RequiresSessionRecreate / TransientFailure /
  FatalForParticipant / FatalForChannel.
- `Session.ReconnectAsync(ct)` automatically delegates to the channel
  manager when wired.
- `Session.RecreateInPlaceAsync` swaps managed-channel leases for
  failover-to-different-endpoint; same-key recreates delegate to manager
  reconnect; explicit channel/connection callers retain legacy behavior.
- KA failure routes through `IClientChannelManager.ReconnectAsync(channel)`.

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

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

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

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

Obsoletions (functional, `[Obsolete]` with guidance):
- `IClientBase.AttachChannel`/`DetachChannel`
- `SessionReconnectHandler`
- `SessionExtensions.ReconnectAsync(connection, ct)` and `(channel, ct)`
  legacy overloads

Tests (~70 new unit + 4 live-server integration fixtures):
- Core: `ClientChannelManagerManagedTests`, `ClientChannelManagerCertRotationTests`,
  `RetryBudgetTests`, `OpcUaHttpClientFactoryTests` (56/56 pass).
- Client: `ManagedSession*Tests` updated (129/129 pass) + back-compat
  suites pass with `#pragma warning disable CS0618`.
- Sessions integration: `ChannelManagerSharing/TransparentReconnect/SessionLifecycle/CertRotation`
  (6 pass, 2 skipped with documented blockers for faulted-entry reset and
  RequiresSessionRecreate end-to-end plumbing).

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

Docs:
- `Docs/Sessions.md` new section 4 documents the channel manager,
  three-state gating, two-level retry with shared `IRetryBudget`, and
  HTTPS resilience layering.
- `Docs/MigrationGuide.md` migration recipes for the four obsoleted API
  groups.
- `Docs/DependencyInjection.md` channel-manager and HTTPS factory
  registration.
2026-06-05 15:37:23 +02:00
Marc Schier 0000513cde Pluggable user-identity provider model (#3807)
# Description

Introduces a pluggable user-identity provider model covering all OPC UA
Part 6 §6.5 mechanisms (Anonymous, UserName, X509, IssuedToken/JWT) on
both client and server, with full
`Microsoft.Extensions.DependencyInjection` integration, plus the Part 12
§9 `AuthorizationService` two-phase token-request flow **including
refresh-token rotation**, the Part 12 §8 KeyCredential Push model, and a
clean provider model for OPC 10000-12 §7.2 `ApplicationSelfAdmin`. The
work is split across phase-by-phase commits so it can be reviewed
independently; nothing here changes wire-level behaviour or forces
existing applications to migrate.

### Documentation

All under `Docs/`:

- `IdentityProviders.md` — full developer guide: three-layer model,
recipes, configuration reference, "what gets auto-wired" matrix, JWS
algorithm table, identity-augmenters section, **"Implementing your own
provider"** how-to subsections for Entra / OIDC / Windows / AspNetCore
(sibling files merged in per review feedback).
- `DependencyInjection.md` — `Identity` sections with `appsettings.json`
examples, identity-extension matrix, `WithAuthorizationService` +
`WithKeyCredentialPush` + `AddIdentityAugmenter` extensions documented.
- `RoleBasedUserManagement.md` — claim-criteria callout describing
`IIdentityClaims` probe surface.
- `AuthorizationService.md` — Architecture diagram +
`IAccessTokenProvider` conceptual narrative restored from master; modern
`StartRequestToken` / `FinishRequestToken` flow leads; refresh-token
recipe added.
- `KeyCredentialService.md` — Push model + Pull vs Push vs Bridge
decision matrix + Hybrid (Push + Pull) section; explicit experimental
warning for the bridge.
- `GDS.md` — KeyCredential Push, `StartRequestToken`,
`GdsApplicationSelfAdminProvider`, **shipped Refresh-token support with
rotation policy and audit semantics** all documented.
- `MigrationGuide.md` — User Identity Providers section listing
`[Obsolete]` markers + mechanical recipes; SelfAdmin migration via
`IIdentityAugmenter`; `EnableRefreshTokens` default note.
- `README.md` index entries.

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [x] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [x] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [x] I have addressed **all** PR feedback received.
2026-06-02 01:14:54 +02:00
Marc Schier 01d7162313 Part 9 Alarms & Conditions: complete server + client implementation (#3805)
Complete implementation of **OPC UA Part 9 ΓÇö Alarms & Conditions** for
both server and client, **OPC UA Part 16 ΓÇö State Machines** (generic
extensible client + server API), and the supporting infrastructure
(source-generated event records, source-generated ObjectType proxies,
`IAsyncEnumerable` streaming subscriptions, address-space model change
tracking, per-node `INodeCache` invalidation, unified DI integration).

### Server-side (Part 9 complete)

- **`AlarmConditionState`** ΓÇö every Part 9 method wired automatically
in `OnAfterCreate`: `Silence`, `Suppress`/`Suppress2`,
`Unsuppress`/`Unsuppress2`, `RemoveFromService`/`RemoveFromService2`,
`PlaceInService`/`PlaceInService2`, `Reset`/`Reset2`,
`GetGroupMemberships`. Each method generates the spec-mandated audit
event and supports an optional veto-delegate hook.
- **Latched alarms** ΓÇö `ActiveState` reflects real process state;
`LatchedState` persists until explicit `Reset` (with full precondition
validation).
- **Re-alarming** ΓÇö
`ProcessReAlarm`/`ResetReAlarmRepeatCount`/`IsReAlarmEnabled` helpers
(opt-in, no hidden timer).
- **Audible alarms** ΓÇö `UpdateAudibleState` for
`AudibleEnabled`/`AudibleSound`/`SilenceState` lifecycle.
- **Suppression + groups** ΓÇö `AlarmGroup`, `AlarmSuppressionEngine`
(with first-in-group), `AlarmRateTracker` (for `AlarmMetricsType`).
- **Spec-compliance fixes** ΓÇö `SuppressedOrShelved` now includes
`OutOfServiceState`; `GetRetainState` includes `LatchedState`;
`EffectiveDisplayName` composition includes `OutOfServiceState` +
`LatchedState`.

### Client-side Part 9 API

- **`AlarmClient`** ΓÇö typed Part 9 operations. Each method delegates
to the matching source-generated `*TypeClient` proxy
(`ConditionTypeClient`, `AcknowledgeableConditionTypeClient`,
`AlarmConditionTypeClient`, `DialogConditionTypeClient`,
`ShelvedStateMachineTypeClient`) ΓÇö one source of truth for every
method NodeId.
- **Interface hierarchy** — `IConditionOperations` →
`IAcknowledgeableConditionOperations` → `IAlarmOperations` +
`IDialogConditionOperations`.
- **Source-generated event records** ΓÇö new `EventRecordGenerator`
(alongside `ObjectTypeProxyGenerator`) emits `{Type}TypeRecord` per OPC
UA event type: `ConditionTypeRecord` →
`AcknowledgeableConditionTypeRecord` → `AlarmConditionTypeRecord` →
`LimitAlarmTypeRecord`/`ExclusiveLimitAlarmTypeRecord`/… all the way
to vendor subtypes. **Vendor alarm types get records automatically.**
- **`AlarmEventDecoder`** ΓÇö decodes `EventNotification.Fields` into
the most-specific generated record.
- **`AlarmEventFilterBuilder`** ΓÇö fluent builder for Part 9
`EventFilter`s.
- **`ISession.GetAlarmClient(telemetry)`** convenience extension.

### Part 16 state machines (generic, extensible)

- **Client**: extension methods on the source-generated
`StateMachineTypeClient` / `FiniteStateMachineTypeClient` ΓÇö
`GetCurrentStateAsync`, `ObserveFiniteTransitionsAsync`
(`IAsyncEnumerable<FiniteStateSnapshot>`), `WaitForStateAsync`,
`GetAvailableStatesAsync` / `GetAvailableTransitionsAsync`. **Vendor
proxies inherit the API automatically** through the generated
inheritance chain.
- **Server**: `StateMachineBuilder` (fluent: `AddState` /
`AddTransition` / `OnCause` / validation) +
`FluentFiniteStateMachineState` ΓÇö declare a Part 16 state machine
without subclassing the abstract base.
- **Alarms alignment**: `AlarmClient.GetShelvingStateAsync` /
`ObserveShelvingTransitionsAsync` surface the API for every alarm's
`ShelvingState` child.

### IAsyncEnumerable streaming subscription

- **`IStreamingSubscription`** with
`SubscribeDataChangesAsync`/`SubscribeEventsAsync` returning
`IAsyncEnumerable<T>` (Channel-backed).
- **`ManagedSession.DefaultStreaming`** ΓÇö lazy shared subscription;
disposed with the session.
- **Helpers** ΓÇö `TakeUntilAsync`, `WithTimeoutAsync`, `TakeAsync`,
`BufferedAsync` for state-machine waits and bounded observation windows.
- **`AlarmStreamExtensions`** ΓÇö
`SubscribeAlarmsAsync`/`SubscribeConditionsAsync`/`SubscribeDialogsAsync`
returning the source-generated record types.

### Address-space model change tracking

- **Server**: `RaiseGeneralModelChangeEvent` on both `CustomNodeManager`
and `AsyncCustomNodeManager`; `ModelChangeAggregator` (in
`Opc.Ua.Server.NodeManager`, used by every node manager) batches changes
per service call; **auto-emit** from `CreateNode`/`DeleteNode` (opt-out
via `ModelChangeEmissionEnabled = false`).
- **Client**: `IModelChangeTracker` subscribes to
`BaseModelChangeEventType` via the streaming subscription, decodes
`ModelChangeStructureDataType` payloads, invalidates the `INodeCache`
per-node.
- **`INodeCache.InvalidateNode(NodeId)`** ΓÇö new interface member (true
per-node eviction in `NodeCache`).
- **`ManagedSession.EnableModelChangeTrackingAsync()`** +
`ManagedSessionOptions.ModelChangeTracking` +
`ManagedSessionBuilder.WithModelChangeTracking()` fluent method.

### Dependency Injection integration

- **`services.AddOpcUa().AddClient(...).AddAlarms()`** ΓÇö registers
`AlarmClientFactory` so DI-hosted apps can resolve a Part 9 client per
session without `new`-ing one manually.
- Cross-link added to the unified DI surface (`AddServer` / `AddClient`
/ `AddComplexTypes` / `AddGdsServer` / `AddLdsServer` /
`AddWotConServer`).

### Quickstart server modernization

- `Quickstarts.Servers/Alarms/AlarmNodeManager.cs` ported to
`AsyncCustomNodeManager` and demonstrates the new `AlarmGroup` +
`AlarmSuppressionEngine` end-to-end via a writable `MaintenanceMode`
boolean that suppresses every member alarm.

### Documentation

- New: `Docs/AlarmsAndConditions.md`, `Docs/StreamingSubscription.md`,
`Docs/ModelChangeTracking.md`, `Docs/StateMachines.md` ΓÇö full
developer guides.
- Updated: `Docs/DependencyInjection.md` (`AddAlarms()` row + section),
`Docs/README.md` index, `Docs/MigrationGuide.md` (Part 9 / Part 16 /
model change tracking sections covering behavior changes + breaking API
surface).
- Sample: `Applications/ConsoleReferenceClient/AlarmClientSample.cs`.
2026-05-29 23:24:53 +02:00
Marc Schier f3928db05b Add unified Microsoft.Extensions DI surface across OPC UA libraries (#3803)
Introduces a consistent `Microsoft.Extensions.DependencyInjection`
surface across the OPC UA libraries. Every consumer starts from a single
root entry point and chains feature-specific extension methods on a
unified builder. PubSub is intentionally excluded per the original
scope.

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

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

### What ships

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

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

### Design highlights

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

### Removed pre-release DI surface

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

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

### csproj audit

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

### Tests

50 new tests in eight projects:

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

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

### AOT

`dotnet publish Tests/Opc.Ua.Aot.Tests -c Release -r win-x64
--self-contained` reports zero `IL2026` / `IL3050` / `IL2104` warnings
from the new DI surface. All generic registrations carry
`[DynamicallyAccessedMembers(PublicConstructors)]`. AOT consumers stick
to the `Action<TOptions>` overload exclusively; the new
`Tests/Opc.Ua.Aot.Tests/HostingAotTests.cs` smoke fixture exercises this
end-to-end.
2026-05-25 20:24:53 +02:00