15 Commits
Author SHA1 Message Date
Marc Schier 392ad0d3f6 Merge origin/master into channelrefinements
Conflict resolved in Libraries/Opc.Ua.Client/Session/ConnectionStateMachine.cs:
adjacent doc-comment edits. Kept channelrefinements' new
<maxTotalReconnectTime> param doc and adopted master's shorter
<see cref="TimeProvider"/> form (System namespace already imported).

Verified post-merge:
  - Libraries/Opc.Ua.Client: net10.0 build clean (0 W, 0 E)
  - Applications/Quickstarts.Servers: net10.0 build clean (inline NodeId
    fix for SecurityGroups/KeyPushTargets in
    ReferenceServerConfigurationNodeManager survived auto-merge)
  - Tests/Opc.Ua.Client.Tests: net10.0 build clean (only pre-existing
    master CA2000 warnings in StaticIssuerKeyResolverTests)
2026-06-10 09:03:00 +02:00
Marc Schierandagent a81d981755 dotnet format sweep (whitespace, IDE, RCS) + code-style enforcer agent fix (#3865)
# Description

Pure code-style sweep across the repo — no behavioral changes. Drives
`dotnet format` info-level diagnostics down on a large slice of the
codebase (Stack, Libraries, Tests, Tools).

Six commits, applied bottom-up in safety order so each batch leaves the
build green:

1. **`style: fix whitespace and final-newline formatting (WHITESPACE,
FINALNEWLINE)`**
   197 hits across ~30 files; pure mechanical cleanup.

2. **`style: apply dotnet format style fixes (IDE rules)`**
IDE-rule batch via `dotnet format style --severity info` —
`var`/explicit type, simplify names, collection expressions, expression
bodies, unused usings, etc.

3. **`style: apply dotnet format analyzers fixes (RCS blank-line
formatting)`**
   Roslynator formatting (RCS0xxx) blank-line and punctuation rules.

4. **`style: convert comments to doc comments and inline local vars
(RCS1181, RCS1124)`**
24 files. RCS1181 promotes `// summary`-style comments above
public/internal members to `/// <summary>` doc comments; RCS1124 inlines
locals used exactly once. Generated `Tools/` files were reverted to keep
the source-generator outputs deterministic.

5. **`docs(agent): correct --diagnostics flag form and verify Roslynator
4.x code fixers`**
Updates `.github/agents/opc-ua-codestyle-enforcer.agent.md` with two
corrections discovered while running this sweep:
- `dotnet format --diagnostics "RULE1 RULE2"` (single quoted,
space-separated) silently fixes nothing on `dotnet format` 10.x — it
parses as one unknown ID and exits 0. The correct form is `--diagnostics
RULE1 --diagnostics RULE2 …`, repeated per rule.
- Roslynator 4.15.0 **does** ship code fixers for
RCS1078/1118/1124/1140/1142/1181/1221/1260 (the previous "no auto-fixer"
list was outdated). RCS1140/1142 default to `Hidden` so need `--severity
info` to surface and fire; RCS1078 requires
`roslynator_empty_string_style = field` (already set in
`.editorconfig`). Only NUnit4002/2046/2010 genuinely lack auto-fixers in
this stack.

6. **`style: format new code from master merge (dotnet format sweep)`**
After merging master into the branch (commit `e3ebc8742`), re-ran the
same three-phase format sweep on the 151 .cs files brought in by the
merge, scoped per project via repeated `--include`. 81 files changed;
same rule families as commits 1–4.
- Hand-fixed `Tests/Opc.Ua.MigrationAnalyzer.Tests/AnalyzerHarness.cs`
for `RCS1174` (redundant `async`/`await` removal) because the auto-fixer
didn't apply for that specific case.
   - Reverted files that the formatter would break:
- `Libraries/Opc.Ua.Server/Server/ServerInternalData.cs` — multi-TFM
analysis disagreement injected `<<<<<<<` / `=======` / `>>>>>>>`
markers.
-
`Tools/Opc.Ua.MigrationAnalyzer.Core/{Core/Stack/Client/ChannelBase.cs,
Core/Stack/Types/IUserIdentityTokenHandler.cs,
Client/Session/Session.cs}` — IDE0005 removed `using
Opc.Ua.Security.Certificates` that IS used (the files are 1.5.378
reference fixtures for the analyzer).
- `Tests/Opc.Ua.Gds.Tests/PushTest.cs` — IDE0002 over-simplified
`OpcUa.ObjectTypeIds` to `ObjectTypeIds`, which then resolves to a
conflicting type.

### What this PR does **not** touch

- No behavioral or semantic logic changes.
- No `.editorconfig` rule promotions (rules stay at their current
severities; this is a backlog-burndown pass, not a rule tightening).
- Generated source under `Tools/` is intentionally excluded.
- Higher-risk rule families (`RCS1090`/`CA2007` `ConfigureAwait`,
`RCS1249` null-forgiving cleanup, `IDE0270`/`IDE0059`) are left for
follow-up sweeps because they need per-TFM build verification or
semantic review.

## Related Issues

_No tracking issue — this is a non-functional style sweep and the
agent-doc correction is a follow-up to the same work. Happy to open one
if the maintainers prefer._

## Checklist

- [ ] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage. _(N/A — style-only, no
behavioral change)_
- [x] I have added all necessary documentation. _(agent doc updated with
the two corrections)_
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings. _(verified clean on `net10.0` and `net48`; only
pre-existing `NETSDK1005`/`NETSDK1207` failures on Tools/AOT projects)_
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed. _(build
verified on net10 and net48 per batch; full test suite not yet run
locally — relying on CI)_
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

---------

Co-authored-by: agent <agent@local>
2026-06-10 08:35:44 +02:00
Marc Schier c23f477bc7 Merge branch 'master' into channelrefinements 2026-06-08 12:20:15 +02:00
Marc Schier 15eb55c46e Cert rotation: force renegotiate (#3562) + auto-detect on client (#3160) (#3849)
# Description

Implements the OPC UA Part 12 §7.10.9 contract on the server (fixes
#3562) AND the client-side counterpart for immediate detection of
own-cert / trust-list / CRL changes (fixes #3160).

## Server side (#3562)

Per Part 12 §7.10.9 the server _shall_ "force existing SecureChannels
affected by the changes to renegotiate" once the `ApplyChanges` method
response has been delivered. Previously the server reloaded the
certificate but did not cut affected channels; clients kept using the
old cert until natural rekey, and the code carried an explicit `TODO`
next to a 1-second `Task.Delay` hack in
`ConfigurationNodeManager.ApplyChanges`.

Key server changes:

* **New optional capability interface**
`Opc.Ua.ITransportListenerCertificateRotation` (single method
`CloseChannelsForCertificate(Certificate)`) — implemented by
`TcpTransportListener` and `HttpsTransportListener`. Custom transport
listeners can opt in without breaking `ITransportListener`.
* **TCP path**: new internal
`TcpListenerChannel.TryCloseForCertificateRotation(oldThumbprint, out
globalChannelId)` matches the channel's negotiated `ServerCertificate`
by thumbprint, sends `BadCertificateInvalid`, and calls
`ChannelFaulted()` to actually close the socket.
`TcpTransportListener.CloseChannelsForCertificate` snapshots
`m_channels` outside `m_lock` to avoid lock inversion, invokes the
per-channel helper, returns cut global channel ids. **The listener
socket stays bound** — clients can reconnect immediately.
* **HTTPS path**: HTTPS owns the cert at the Kestrel/HTTP.sys listener
level, so a `Stop()`+`Start()` cycle is the only practical
force-renegotiate. Moved out of `CertificateUpdate` (which now does only
the soft fan-out) into `CloseChannelsForCertificate` so the staging
event no longer disrupts in-flight requests prematurely.
* **`ConfigurationNodeManager.ApplyChanges`** rewritten:
- Captures the per-group pre-transaction certificate (preserved across
multi-stage transactions per Part 12 §7.10.2) and the staged
`UpdateCertificateData`.
- Schedules a deferred apply: waits for the response to flush, re-syncs
the registry via `CertificateManager.UpdateAsync`, then calls
`CloseChannelsForCertificate` on every listener that implements the
capability.
- **Configurable grace period**: new
`IConfigurationNodeManager.ApplyChangesGracePeriod` (default 250 ms,
negative clamped to zero). Hosts running over higher-latency
administrative links can raise it.
- Exposes
`IConfigurationNodeManager.DrainPendingApplyChangesAsync(CancellationToken)`
for tests/hosts to deterministically await rotation.
  - Removes the explicit 1-second `Task.Delay` TODO hack.
* **`Opc.Ua.Server.ITransportListenerRegistryProvider`** — narrow opt-in
interface on `ServerInternalData` exposing the live transport listener
list. Lets `ConfigurationNodeManager` drive the fan-out without
expanding `IServerInternal` (binary compat for mocked test fixtures).
* **Sessions are NOT closed**. Per spec, the cut is on the SecureChannel
only; existing `Session.IsSecureChannelValid` + `Session.Activate`
rebind handles transfer over the new channel.

## Client side (#3160)

The client SDK previously had no automatic detection of changes to its
own certificate, trust list, or CRL — users had to call
`Session.ReloadInstanceCertificateAsync` manually and trigger a
reconnect. The spec-mandated `ApplicationCertificateUpdated`,
`TrustListUpdated`, and `CrlUpdated` enum values existed but only the
first was being emitted by `CertificateManager`.

Key client/shared changes:

* **`CertificateManager` now emits `TrustListUpdated` and `CrlUpdated`**
from `WriteTrustListAsync` (per mask) and from
`TrustListTransaction.CommitAsync` (after the atomic apply). The new
internal `NotifyTrustListChanged` also invalidates cached
peer/user/HTTPS validation cores so subsequent validations pick up the
fresh trust state.
* **`ManagedSession.AutoReconnectOnCertificateChange`** opt-in property
(default `false` for backwards compat). When `true`, `ManagedSession`
subscribes to `CertificateManager.CertificateChanges` on construction
and, on the three relevant kinds:
- Calls `Session.ReloadInstanceCertificateAsync` on
`ApplicationCertificateUpdated` so the next ActivateSession is signed
with the rotated client cert.
- Triggers a reconnect via the state machine so the new state is
honoured within milliseconds rather than at the next
`SecurityTokenLifetime` rekey.
* **`ManagedSession.ApplicationCertificateChanged`** event surfaces
every observed change regardless of the auto-reconnect policy for
diagnostics or custom rotation logic.
* Subscription is disposed by the existing `Dispose` / `DisposeAsync`
paths.

```csharp
using var managed = await ManagedSession.CreateAsync(
    configuration, endpoint, sessionFactory);
managed.AutoReconnectOnCertificateChange = true;

managed.ApplicationCertificateChanged += (sender, e) =>
{
    Console.WriteLine($"observed {e.Kind} on {e.TrustList}");
};
```

## Tests

| Suite | net10.0 | net48 |
|---|---|---|
| `TransportListenerCertificateRotationTests` (new, 6 tests) | ✅ | ✅ |
| `CertificateManagerTests` (4 new event tests) | ✅ 22/22 | ✅ 4/4 |
| `PushCertManagement` | 50/53 ✅ | 50/53 ✅ |
| `GDS PushTest` (focused subset) | 15/15 ✅ | 16/16 ✅ |
| `Opc.Ua.Server.Tests` (focused subset) | 38/38 ✅ | 38/38 ✅ |
| `GDS PushTest` (full) | 313/338 ✅ | — |

Skips are pre-existing (cert-type mismatches, optional methods) — no
regressions.

New integration test
`PushTest.ApplyChangesForcesChannelRenegotiateAsync` positively asserts
the stale channel fails with a recognized channel-invalidation status
after `ApplyChanges`, and that a fresh reconnect succeeds with the
rotated cert.

## Documentation

- `Docs/CertificateManager.md` — new sections:
- "Server-Side Certificate Rotation via Push (OPC UA Part 12 §7.10.9)" —
`ITransportListenerCertificateRotation` contract + custom listener
example.
- "Client-Side Auto-Detection of Certificate Changes (issue #3160)" —
`AutoReconnectOnCertificateChange` + `ApplicationCertificateChanged`
event + the three covered scenarios.

## Related Issues

- Fixes #3562
- Fixes #3160

## Checklist

- [ ] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [x] I ran focused tests locally using the **UA.slnx** projects against
.net **framework 4.8** and .net **10**, and all passed. _(Full UA.slnx
test run delegated to CI.)_
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.
2026-06-08 12:19:49 +02:00
Marc Schier 06fbbb571f Add channel-manager stress/chaos test suite (Tests/Opc.Ua.Channels.Stress.Tests)
Layered pyramid (per rubber-duck plan) to exercise every meaningful combination
of the channel-manager + session reconnect machinery shipped in PR #3852:

L1 — Contract (deterministic, fake transport, runs in every PR):
  - CoalescingTests, ParticipantResultAggregationTests,
    RetryBudgetEnforcementTests, HungParticipantTests,
    LeaseLifecycleTests, GateAndBypassTests, KeyAndSharingTests,
    CertRotationContractTests, LeakAccuracyTests
  - 27 tests, all pass.

L2 — Integration (in-process server stop/start, runs in every PR):
  - ServerOutageRecoveryTests, CertRotationLiveTests, FailoverLeaseSwapTests
  - 6 tests, all pass.

L3 — Chaos (TCP proxy with drop/block-accept/stall, nightly category=ChaosTCP):
  - TransparentReconnectChaosTests, SubscriptionSurvivalChaosTests,
    AcceptButStallChaosTests, BlockAcceptChaosTests
  - Seed-driven via ChaosSchedule for reproducibility.

L4 — Soak (manual category=Soak):
  - LongSoakTests (60 min randomized chaos),
    CombinatorialMatrixTests (engine/transfer/subscribe/sessions matrix),
    MemoryStabilitySoakTests (30 min memory snapshots).

L5 — Known-failing gaps ([Explicit], document carry-forward):
  - FaultedEntryResetGapTests, SessionRecreatePlumbingGapTests,
    ParticipantTimeoutGapTests.

Infrastructure in Fakes/ and Helpers/:
  - FakeTransport, FakeChannelBindings, FakeParticipant (configurable fault modes).
  - ChaosBarrier (deterministic barrier eliminates timing flakiness in coalescing tests).
  - TcpChaosProxy (~200 lines; DropAllConnectionsAsync, BlockAcceptAsync, StallForwarding).
  - StressRunner (concurrent workload generator with latency percentiles).
  - ChaosSchedule + ChaosScheduleRunner (pre-generated deterministic event schedule).
  - WaitForQuiescence (ForManagerAsync, EntryRefcountReachesAsync, EntryGoneAsync).
  - MetricsCollector (subscribes to Opc.Ua.ChannelManager EventSource + IMeter).
  - LeakCounters (snapshot-based refcount/cert/entry validation).

CI wiring:
  - .github/workflows/buildandtest.yml now runs Category=Contract|Integration in PR CI.
  - .github/workflows/channel-manager-stress-test.yml runs Category=ChaosTCP nightly with random seed.

Small production-code tweaks discovered while building tests:
  - ClientChannelManager.Managed.cs / .Metrics.cs: minor refactors for testability.
  - Session.cs / Session.ChannelManager.cs / ManagedSession.cs: small adjustments to
    make IClientChannelManager-aware flows easier to assert.

Docs:
  - Docs/Sessions.md section 4 now has a "Testing the channel manager" subsection
    pointing at the test categories with run-and-reproduce commands.

Build: 0 warnings, 0 errors on net10.0.
Tests: 33/33 pass in Category=Contract|Integration.
2026-06-05 23:17:33 +02:00
Marc Schier 82347dc1da Address PR #3852 review feedback
- Move all channel-related types into `Stack/Opc.Ua.Core/Stack/Client/Channels/`
  subfolder (#13).
- Un-obsolete `SessionReconnectHandler` and the SessionExtensions
  `ReconnectAsync(connection, ct)` / `(channel, ct)` extensions; remove
  all SRH-related `#pragma warning disable CS0618` suppressions from
  applications and tests. AttachChannel/DetachChannel remain obsolete (#1, #4).
- Remove the shared-budget section from MigrationGuide.md (#3).
- Mark `ManagedSession.AttachChannel`/`DetachChannel` `[Obsolete]` so the
  warning surfaces all the way up the supported API surface (#9).
- Break the `<see cref=…>` line in `Session.ChannelManager.cs` to stay under
  140 chars (#10).
- Move `ChannelManagerSessionFactory` from `Opc.Ua.Gds.Client.Common` into
  `Opc.Ua.Client` as a public, documented session-factory option (#11).
- Audit other client classes for `IClientChannelManager`-aware overloads;
  add `ISessionFactory`-accepting overloads on `GlobalDiscoveryServerClient`,
  `LocalDiscoveryServerClient`, `ServerPushConfigurationClient` so any
  session factory (including `ChannelManagerSessionFactory`) works (#12).
- Refactor MCP server (`OpcUaSessionManager`, `Program`) to use
  `ManagedSession` + DI-resolved `IClientChannelManager`; remove
  `SessionReconnectHandler` and manual keep-alive reconnect (#2).
- ConnectionStateMachine code-style fixes: use named delegate types,
  collapse multi-line callback properties to single lines, swap
  `timeProvider`/`maxTotalReconnectTime` constructor param order,
  fix multi-line declaration (#6, #7, #8).
- HTTPS resilience: confirmed `Microsoft.Extensions.Http` and
  `Microsoft.Extensions.Http.Resilience` 10.6.0 support
  `net472`/`net48`/`netstandard2.1`; removed `#if NET8_0_OR_GREATER`
  gating from `ManagedSessionBuilder` and `OpcUaClientBuilderExtensions`
  and HTTPS csproj package refs (#5).

Verification:
- `Opc.Ua.Client` + `Opc.Ua.Core` + `Opc.Ua.Gds.Client.Common` build
  clean (0 warnings, 0 errors).
- 56/56 core channel-manager / retry-budget / HTTPS factory tests pass.
- 129/129 client (ManagedSession + legacy SRH back-compat + SessionExtensions)
  tests pass.
2026-06-05 17:22:41 +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 dbc09b8e22 Adopt System.TimeProvider across the stack (fixes #2458) (#3829)
# Description

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

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

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

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

### Highlights per component

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

### Migration guide

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

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

## Related Issues

- Fixes #2458

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.
2026-06-03 22:38:32 +02:00
Marc Schier 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
romanett e49d17d706 [Server] Make MonitoredNode aware of IAsyncNodeManager and introduce channel-based queueing under load (#3804)
## Proposed changes

This PR updates the server monitored-item pipeline to be
`IAsyncNodeManager`-aware and introduces channel-based FIFO queueing in
the monitored-node path to improve behavior under load.

It also includes follow-up fixes from review/CI feedback:
- Adjusted
`AsyncCustomNodeManagerTests.WriteAsync_PublishesValueToMonitoredItemQueueAsync`
to account for channel-based delivery timing/coalescing while still
asserting the written value is observed.
- Merged latest `master` into this branch and resolved merge conflicts
(notably in `ConfigurationNodeManager`), keeping async address-space
lookup behavior intact.
- Applied small compile-safety corrections needed for successful
validation.
2026-05-27 10:12:17 +02:00
Marc Schier 239a40b183 GC reduction via IPooledEncodeable activator pooling (#3793)
* GC reduction via IPooledEncodeable activator pooling

Add opt-in activator-level pooling for IEncodeable instances decoded
during V2 subscription publish dispatch. The design replaces the
earlier IAllocator-on-IServiceMessageContext approach (which had a
cross-contamination hazard for non-publish decodes) with a clean
factory-based model where pooling lives on the encodeable activator.

New public API:
- IPooledEncodeable : IEncodeable - opt-in marker with Reuse() method
- PooledEncodeableType<T> : EncodeableType<T> - activator base with
  BoundedObjectPool<T> (lock-free, no new package dependency)
- ISubscriptionManager.PoolNotifications { get; set; }
- ManagedSessionOptions.PoolNotifications { get; init; }
- ManagedSessionBuilder.WithPoolNotifications(bool)

Source-gen:
- All concrete non-abstract structure types (including service
  request/response types) are generated with PooledEncodeableType<T>
  activators and IPooledEncodeable.Reuse() bodies by default
- Derived types use 'new' to hide inherited Reuse/ClearPooledSentinel
  so each concrete type routes through its own activator's pool
- No changes to external design XML files (UA Core Services.xml etc.)
  - poolable selection is hardcoded in the generator

Benchmarks (MonitoredItemNotification, 1000 ops):
- Allocations: 128 KB -> 408 B (~315x reduction)
- Gen0 collections: 29.75 -> 0.09 per 1000 ops

No interface changes to IEncodeable, IDecoder, IServiceMessageContext,
or ISubscriptionNotificationHandler. Handlers retain by copy when
pooling is enabled.
Call IPooledEncodeable.Reuse() on decoded IServiceRequest and
IServiceResponse after the server is done with them:

- TcpTransportListener.OnRequestReceivedAsync: reuse both request
  and response in a finally block after ProcessRequestAsync +
  SendResponse complete
- EndpointBase.InvokeServiceAsync (HTTPS path): same pattern after
  ProcessRequestAsync + BinaryEncoder.EncodeMessage

Walk acknowledged, overflow-evicted, and disposed NotificationMessage
objects and call IPooledEncodeable.Reuse() on their notification
payloads (MonitoredItemNotification, DataChangeNotification,
EventFieldList, EventNotificationList).

Insertion points in Subscription.cs:
- Acknowledge(): after RemoveAt from m_sentMessages
- InnerPublish() overflow: before RemoveRange/Clear on m_sentMessages
- Dispose(): before m_sentMessages.Clear()
- InnerPublish() unsent-message overflow: before RemoveRange on
  the messages list

Replace new T() with XxxActivator.Instance.CreateInstance() for all
server-side notification payload types so instances are rented from
the activator pool instead of heap-allocated:

New static helper ReuseNotificationPayloads() walks the
NotificationMessage.NotificationData, extracts DataChangeNotification
and EventNotificationList via TryGetValue, iterates their items, and
calls Reuse() on each pooled payload.
2026-05-22 12:42:33 +02:00
Marc Schier 3e5f129c6f Enable nullable in Stack, Libraries (9), and Applications projects (#3732) 2026-05-17 12:55:24 +02:00
Marc Schier 70b4498db8 Certificate manager and ref counted certificate type (#3688)
* New certificate and secrete abstraction with certificate infrastructure and certificate/secret stores. 
* leak testing for certificate resources to validate new ref counting in every test assembly
* Migration guide updated and documentation added for all
* Remove IDisposable from Nodestate and UserIdentity.
* UserCertificateTokenHandler now just points into certificate registry/stores, no dispose required
* Fix CA2000 warnings and cleanup of other diagnostics, increase warning levels in .editorconfig
2026-05-12 07:56:38 +02:00
Marc Schier bd4543e961 ManagedSession, Pluggable Subscription engine, and fluent builder + DI (#3730)
- Add new managed session, wrapping session and providing connection management and failover handling
- Add new Subscription engine that can act as alternative to current engine, but is based on channels with worker tasks
- Add a fluent builder for managed session clients
- Replace NodeCache with LruNodeCache, rename ILruNodeCache and LruNodeCache to INodeCache and NodeCache
- Update migration guide and document new functionality.
2026-05-05 19:09:07 +02:00