4 Commits

Author	SHA1	Message	Date
Marc Schier	c4e0721a29	Add a documentation learning path and fix issues found while verifying it (#4555) ... ## Summary ### Documentation - Stage the documentation index as a learning path: a first application, independent client, server, and PubSub paths, then data and services, companion models, production, advanced integration, and draft or experimental capabilities. - Add Getting started (repository samples or NuGet packages), OPC UA concepts, Your first information model, and a production readiness checklist. - Add Native AOT application publishing, a first PubSub publisher and subscriber exchange, and the UDP transport options. - Add or expand contents navigation throughout `docs/`, and keep contributor documentation separate. - Correct outdated SDK examples and capability guidance, consolidate repeated explanations into canonical guides, and repair local links and heading structure. - Rewrite What's New in 2.0 as a concise feature overview with short linked details; keep migration instructions in the Migration Guide. - Expand the feature catalogue with specification IDs, GDS, LDS, the OPC 10000-21 onboarding registrar, ISA-95, xRegistry, OpenUSD, and sample-local models; distinguish draft status, explain crypto pluggability, and bring performance guidance forward. - Address review feedback on wording, active monitored items during shadow reload, and the `Samples.md` filename and references. - Regenerate the `opcua-v20-migration` plugin's bundled copy of the migration guides so it matches the edited `docs/migrate/2.0.x` guides. - Merge the latest `master`, preserving upstream resource-isolation guidance within the task-based documentation index. - Retain deferred Lingity findings where appropriate; this PR does not claim that every document meets the Lingity score thresholds. ### Fixes found while verifying the guides Each fix has regression tests that fail without it. - **Client:** V2 subscriptions compared their lifetime with the operation timeout instead of the session timeout, and logged a spurious warning. `ISubscriptionEngineContext`, which is new in 2.0, gains a `SessionTimeout` property; implementations must add it. - **PubSub:** a subscriber now registers the `DataSetMetaData` configured on its readers (OPC 10000-14 6.2.9.4), and the UADP decoder decodes DataSetMessages that carry no ConfigurationVersion. Before, a secured subscriber of the reference sample received no DataSets. - **Source generator:** a ModelDesign method that declares its arguments inline, without a method type, produced code that did not compile; it now uses `MethodState`. The generated code of existing models is unchanged. - **MinimalClient sample:** waits for its first data-change notification before it disconnects. ### Known issues, not addressed here - UDP multicast: the publisher does not send on the interface that the subscriber joins, and `MulticastLoopback` defaults to false. The PubSub guide uses unicast for the exchange on one computer. - The UDP metadata announcement is sent unsecured on secured writer groups; a secured subscriber drops it with a warning. - A server does not start in globalization-invariant mode, because `ResourceManager` creates `CultureInfo("en-US")`. The Native AOT guide cautions against the mode. ## Validation - `git diff --check` and `./.azurepipelines/validate-migration-plugin.ps1` (15 bundled migration docs validated, plugin manifests synchronized). - Local Markdown links, anchors, file-link casing, and contents lists checked across all 87 documents under `docs/`. The index links every top-level guide and every target of the previous index. - Both Getting started routes, Your first information model, the PubSub exchange, and the Native AOT publish of the Getting started client and server were run as documented. The NuGet route and the tutorial use the public `2.0.0-preview.5` packages. - The changed libraries build for all target frameworks in Release without warnings. - Tests on .NET 10: Opc.Ua.SourceGeneration.Tests 199 passed; Opc.Ua.SourceGeneration.Core.Tests 3,977 passed, 8 skipped; Opc.Ua.Server.Tests `Fluent` category 621 passed; Opc.Ua.Client.Tests subscription-engine tests 70 passed; Opc.Ua.PubSub.Tests 1,374 passed, 2 skipped; PubSub fuzz replay 145 passed. The new and affected tests also pass on .NET Framework 4.8. - Earlier merge validation: 174 resource-isolation tests passed on .NET 10. - The full solution suite was not run locally. Review and validation artifacts are maintained outside the repository. --------- Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>	2026-09-28 19:19:39 +00:00
Marc Schier	fa8d45f2cf	Fix server/core validation, lifecycle and protocol regressions (#4477) ... # Description **Server/core audit fixes with regression tests. Latest review-fix validation, merge validation and earlier acceptance results are distinguished below.** This addresses a 95-finding server/core report. Every finding was reviewed with the OPC UA specification knowledge base or, where the standard does not prescribe a C# implementation, the corresponding ownership/configuration contract. Incorrect or withdrawn subclaims remain qualified rather than being presented as additional fixes. The original checkpoint covers session identity/certificate validation and revocation; certificate/key ownership and transactional updates; TCP reconnect, receive/admission and buffer lifetime; HTTP quotas; subscription admission, durability and pooled payloads; file-operation lifecycle; historian aggregates; fluent/state-machine behavior; and related utilities. It includes targeted regressions and directly related documentation. The approved acceptance cleanup is separate in the commit history: | Cleanup | Verified result | | --- | --- | | Invalid identity-policy and KeyCredential fixture inputs | Fixtures explicitly advertise Username and use its generated policy ID. Credential persistence uses valid clear mode inside the existing encrypted admin context. Original permission, lockout and negative encryption assertions remain. | | Native GDS lifetime and concurrent connection failures | Retain ApplicationInstance until client teardown. A deterministic native reproducer proved the test-only channel cap of 10 was exhausted; removing that override restores the existing bounded default of 1000. No global serialization or production quota change. | | Stress certificate ownership and close accounting | Balance two helper references and the fake transport's server-certificate ownership. Replace the invalid event-count bound with exactly-once physical disposal, opens = closes, zero active entries and one logical entry lifetime. | | Participant deadlines | Use the injected TimeProvider with the existing cross-framework WaitAsync overload. Tests pin one tick before, exact expiry, terminal notification, recovery and timely completion. | | Reproducibility and platform assertions | Preserve canonical WoT bytes/hashes, explicit display-culture contracts and exact numeric-vector assertions. Accept Apple's CryptographicException subtype without weakening disposal balance. | | Missing user-signature proof | Reject null/empty proofs before OS crypto. Return BadUserSignatureInvalid per Part 4, 5.7.3.3. None-policy and valid-signature controls remain. A CI-only test nullable-context error was corrected without changing production behavior. | | Durable sample restore and shared test storage | Dequeue waits for actual batch residency instead of treating failed restore completion as success, and restored files close before deletion. Five deterministic regressions failed before the fix. The two fixtures that clear the shared batch directory are isolated; all original 3,000-item assertions remain unchanged. | ## Latest review follow-up Commit `828856850219518970e8e2f580b8f94b3c1fc748` fixes the deferred robotics disposal reported in the latest review. `RobotIntentNodeManager.DisposeAsync` now joins a shared controller-host drain and then explicitly awaits base node-manager disposal. A controller's bounded shutdown wait may defer its cleanup, but no longer lets the node-manager override finish early. Concurrent callers, including an asynchronous call after synchronous `Dispose`, cannot bypass the drain after the host list has been detached. Synchronous disposal remains nonblocking for deferred work. Deferred initialization failures are logged and retained, and base cleanup failures propagate to asynchronous callers. The existing controller-level bounded disposal contract is unchanged; the node-manager contract is documented in `docs/Robotics.md`. | Regression requirement | Evidence | | --- | --- | | Wait for deferred hosts; preserve synchronous compatibility and concurrent joins | `NodeManagerAsyncDisposalWaitsForDeferredHostsAsync`: four cases covering both entry-point orders and zero/positive host shutdown waits. All four failed before the fix. | | Wait through base cleanup and observe failures | `NodeManagerDisposalWaitsForBaseCleanupAndReportsItsFailureAsync`: four cases hold the actual base-resource semaphore, verify pending callers after the host finishes, then check success or the same propagated exception and exactly-once cleanup. | The focused `IntentHostingCoverageTests` and `IntentControllerHostTests.Dispose` selection passed **30/30 on net10.0 and 30/30 on net48**, with no failures or skips. The final net10 solution build passed with zero errors and only the four previously documented CA2249 warnings in unchanged fuzz-test code. No new warnings, analyzer suppressions, dependencies, or weakened assertions were added. The review thread received a commit-specific reply and was explicitly resolved. This verification is scoped to the robotics feedback; the earlier full Subscriptions-run limitation remains recorded in the merge section below. ## Documentation review follow-up (2026-09-14) Commit `f9a9686fcc5d3cfd19cbbc8c2d826e20f5c7e72f` addresses the six follow-up threads on documentation and implementation rationale. Each has an in-thread reply citing the commit and an explicit resolution. Multiline XML documentation now covers the declarations introduced or modified throughout the entire PR, including internal contracts, samples, tests, and public members of related private helpers. A syntax-aware inventory checked **2,031 declarations across all 256 PR C# paths with zero documentation gaps**. A supplementary check also covers **75 previously unchanged public members** of private helpers involved in the changed code. Token comparison across the conditional-compilation branches proves this follow-up changes **no executable C# or test assertions**. Project-file changes are rationale comments only. The implementation questions are documented at their source: | Question | Resolution | | --- | --- | | Certificate assembly friendship | Server Push configuration reuses the internal explicit-subject CSR helper with the existing key; no public crypto API was added. | | Core.Types assembly friendship | Server builders use internal transition callbacks/revision guards; Server.Tests checks the revision deterministically without creating a public compatibility contract. | | Always-single-reader notifications | One dequeuer preserves event order; optional concurrency fans out within one event and joins before the next event. | | Asynchronous disposal completion | `DisposeAsync` already joins the completion published after admitted operations and all cleanup attempts. The compatibility `Dispose` remains nonblocking to avoid deadlocking an admitted callback against its own drain. | The requested detailed review disposition follows. It distinguishes actual fixes from confirmed policies and incorrect subclaims rather than counting every comment as a new runtime change. ### Detailed disposition of review 5191795284 The [SDK review](https://github.com/OPCFoundation/UA-.NETStandard/pull/4477#pullrequestreview-5191795284) was submitted against `1c4a9df6c`, before the subsequent merge and feedback fixes. Its **15 inline threads** have each received an action-specific reply and an explicit resolution. A fresh GraphQL query verified those replies and resolution states; the fixes in `b8a59990f` remain ancestors of the current branch. | Review concern | Action and disposition | Concrete regression evidence | | --- | --- | --- | | Injected certificate-store providers bypassed | **Fixed.** Registration, configuration snapshots, and validation use the injected providers. Explicit custom types remain authoritative; the built-in Directory catch-all is deferred so native X509 paths and later custom providers are not captured. Failed store opens dispose the created store. | `InjectedProviderResolvesRegisteredAndConfiguredTrustStores` covers default-provider ordering and both registration paths; provider validation/open-failure cases and the unchanged `TrustedCertificateInjectedViaIndependentX509StoreIsObservedAsync` cover real use and independent-store visibility. | | Unguarded timer-thread leadership callbacks | **Fixed.** Each subscriber's exception is logged independently and cannot suppress subsequent subscribers or fail lease operations. `IsLeader` reads the deadline without invoking application callbacks. | `ThrowingLeadershipSubscriberDoesNotFailAcquireOrDisposeAsync`, `ExpiryNotifiesOtherSubscribersWhenOneThrowsAsync`, and `IsLeaderDoesNotDispatchExpiryNotificationsAsync` were all demonstrated failing before the fix. | | Legacy pending-key provider accepts an unfinishable regenerated CSR | **Fixed by explicit capability validation.** A provider implementing only `IPendingCertificateKeyStore` receives `BadNotSupported` before key generation or persistence when regeneration is requested. Existing-key CSR/update remains supported. Regeneration requires matching-only consumption; no unsafe destructive probing was introduced. | `LegacyPendingProviderRejectsRegenerationBeforeCreatingOrSavingAKeyAsync` checks no key or store mutation; `LegacyPendingProviderCompletesExistingKeySigningAndUpdateAsync` proves the supported flow completes. | | Shutdown waits behind user deactivation | **Fixed.** Accepted deactivations drain before the master's lifecycle gate is taken. Configuration retains its binding until the shared drain completes, including concurrent shutdown callers and direct master disposal. | Four cases of `ShutdownDrainsDeactivationOutsideTheSessionClosingGateAsync` exercise real configuration/binding/ServerInternalData/master reentry, retained address space, exact session/subscription closure, and no production cancellation shortcut. | | Subclass cleanup runs under the operation-lifetime lock | **Fixed.** Cleanup starts outside that lock. A pre-published completion joins all disposers, and only the active asynchronous teardown context may use guarded helpers. Captured contexts lose that privilege when the callback exits. | `SynchronousOwnedCleanupLetsSamplingWorkerReachClosedAdmissionAsync`, `DisposeCoreCanUseGuardedMembersWithoutReopeningCallerAdmissionAsync`, captured-context rejection, and exact cleanup-failure/ownership assertions cover both synchronous and suspended cleanup. | | Discovery requestId-zero chunk read after pool return | **Fixed by the earlier merge.** Discovery validation precedes `SaveIntermediateChunk`; no read occurs after that path can return the buffer. The ordering is retained. | `DiscoveryChannelReadsTheFirstChunkBeforeItIsReturnedAsync` uses a poisoning pool and the requestId-zero path. | | T1.8 OPN cleanup misses post-decryption throws | **Fixed by the earlier merge and pinned with new regressions.** Both sequence rejection and certificate mismatch release the decrypted body and input ownership. | `OpenSecureChannelRejectionAfterDecryptionReturnsEveryRentalAsync` checks the exact audit status and pool conservation. Omitting either corresponding release in an isolated snapshot made its case fail; no mutation remains. | | T1.2 mount-root protection depends on the provider | **Fixed at the host boundary.** Separator-only aliases resolve to the protected root. Traversal, empty/whitespace segments, backslashes, and drive/stream qualifiers are rejected before arbitrary providers are invoked. Valid nested paths and root destinations remain supported. | A deliberately permissive provider is used by `NonCanonicalObjectPathsCannotDeleteMoveOrCopyAsync` and invalid-target cases; exact zero-call checks are paired with legitimate nested-path/root-destination controls. | | Inline trusted/issuer entries now face CRL checks | **Intentional strict behavior, documented and tested.** A configured backing store with strict unknown-status rejection requires current revocation information. Explicit-only lists without a store retain their no-store behavior. Actual revocation cannot be suppressed; a matching store entry's policy takes precedence. | `InlineIssuerWithStoreHonorsStrictUnknownRevocationPolicyAsync`, `InlineIssuerRevocationIsNeverSuppressedAsync`, store-precedence cases, and explicit-only controls preserve the missing-information versus actual-revocation distinction in Part 4 6.1.3. | | RSA minimum applied to unspecified ECC identifiers | **Fixed at the application-certificate check.** The RSA minimum is compared only with an actual RSA public key. An unspecified ECC identity is not replaced simply because its key size is below an RSA threshold. | `SilentCertificateCheckPreservesUnspecifiedEccIdentityAsync` checks DER, thumbprint, store contents, and private-key retention; explicit RSA and HTTPS minimum controls remain. | | Failed directory refresh wedges corrective mutations | **Fixed.** Recoverable automatic pre-refresh failures are logged and leave reconciliation pending, but do not block corrective provider mutations. Explicit refresh errors, capacity admission, caller cancellation, and actual provider denials remain enforced. | `CorrectiveDeleteRecoversAfterPersistentOverLimitRefreshFailureAsync` converges an externally over-limit directory back to its exact allowed contents. Capacity, cancellation/token, and six refresh-error controls check negative paths. | | Timed-transition rejection logs at 10 Hz | **Fixed.** Repeated `(state, revision, status)` warnings are deduplicated without changing the retry cadence. A different status or state entry permits another warning. | `RepeatedTimedRejectionLogsOnceAndRecoversAsync` checks one warning over eleven rejections and success on the next attempt. Status-change and same/different-state reentry controls pin reset behavior. | | Bad unsubscribe strands retired-generation bookkeeping | **Fixed.** Retired all-event bookkeeping completes even when unsubscribe reports Bad; the first Bad is still returned to the caller. | Good and BadCommunicationError cases of `RetiredAllEventsDeletionCompletesBookkeepingAndReleasesGenerationAsync` check event/snapshot removal, generation release, and exactly one unsubscribe without finalization replay. | | CSR subject parsing and fallback | **Fixed for existing and regenerated keys.** Omitted subjects fall back to the actual stored certificate. Regeneration resolves the public certificate's subject before creating a key. Malformed or unresolvable subjects return `BadInvalidArgument` before pending-key mutation. | Store-only fallback, real-generator null/empty cases, and missing-subject/malformed-DN controls verify the signed CSR, matching fresh pending key, unchanged active identity, and no destructive side effects. | | Committed RemoveUser change reported as failed | **Fixed for RemoveUser and ModifyUser.** Accepted cleanup is still awaited and close failures remain logged, but cannot replace the committed mutation result. Precommit failures retain their original result and side effects. | `CommittedUserChangeKeepsResultAndPublishedUsersWhenCloseFailsAsync` checks published Users, Good result, logging, and continued closes. `FailedUserChangeKeepsPublishedUsersAndDoesNotCloseSessionsAsync` checks BadNotFound with no publication or close. | | Alleged pooled decoded-request aliasing | **No runtime redesign needed; reviewer rebuttal confirmed.** The decoder copies the relevant input data. Misleading ownership comments were corrected rather than introducing a new dispatch model. | `DecodedRequestRetainsValuesAfterInputBuffersAreReturnedAsync` checks the exact decoded NodeId and ByteString after returned arrays are poisoned. | The current documentation-only follow-up rechecked **104 Core, 473 Server, and 4 Configuration cases** covering these concerns: **581 passed, zero failed or skipped**. The final net10 solution build also passed with **zero warnings and errors**. The complete earlier Core/Server/Configuration and net48 results remain listed separately rather than being presented as rerun current-head acceptance. ## Earlier review follow-up Commit `b8a59990fe2e8e967a12ffd5d9158beed7831143` addresses all 19 review threads. Each thread has an in-thread reply naming this commit and was explicitly resolved after verification; the final paginated query found 19 resolved and zero unresolved threads. The follow-up fixes injected certificate-store selection (including default provider ordering and native X509 paths), actual-RSA minimum enforcement, and CSR capability/subject validation before key mutation. Node-manager teardown uses simpler scoped ownership and drains accepted user revocation outside the master gate; committed user results and retired-event cleanup remain correct when cleanup reports failure. File mutations can recover after failed refresh without bypassing capacity or cancellation, provider paths protect mount roots, and repeated timed rejections no longer flood logs. Leadership subscriber failures are isolated without callbacks from `IsLeader`. Regressions also pin the already-merged OPN/discovery buffer fixes and prove decoded request values do not borrow returned input buffers. The strict inline issuer revocation policy is documented and tested, not weakened. Existing tests were changed only for the reviewed behavior: the incorrect committed-user result was corrected, and inline-issuer/root-alias controls were expanded. ### Review-fix validation | Suite | Scope | Framework | Passed | Existing TRX NotExecuted | | --- | --- | --- | ---: | ---: | | Core | Complete project | net10.0 | 4,970 | 88 | | Server | Complete project | net10.0 | 6,414 | 69 | | Configuration | Complete project | net10.0 | 231 | 0 | | Core | Certificate, lease and buffer compatibility slice | net48 | 153 | 0 | | Server | Reviewed lifecycle, user, file, timer and CSR compatibility slice | net48 | 692 | 0 | | Configuration | Complete project | net48 | 231 | 0 | | CSR provider regressions | Final portable-mock follow-up | net10.0 | 11 | 0 | All runs exited successfully with normal concurrency and leak detection. The Server console reports 5 skips; its TRX additionally records existing assumption/explicit cases, hence the 69-record count above. The Framework build caught two modern-only `ValueTask.CompletedTask` usages in new mock setup; only those expressions changed to the equivalent portable `default(ValueTask)`. The complete modern suites precede that test-only correction; all production files remained byte-identical, and the corrected fixture passed on both targets. The final net10 solution build succeeded with 0 errors and the same 4 CA2249 warnings in unchanged fuzz-test code. Diff checks and changed-line whitespace checks are clean; whole-file formatting still identifies 10 unchanged baseline lines, which were not reformatted outside the feedback scope. The committed 35-file tree was hash-verified against the validation inputs. This is the review-feedback verification scope, not a rerun or sign-off of the historical complete platform/native/soak acceptance campaign below. ## Latest upstream merge Merge `9d9bf679f317164c5b2b90924cd3cdc27a86d451` integrates `master` through `162fc5ebb` (#4486), including the AddNodes child-name index, shared certificate-error reporting, CTT sample-data corrections, and the accompanying regressions and documentation. The CreateSession conflict preserves this branch's certificate ownership, required certificate, application-URI, and channel-certificate checks. The validation result now retains nested errors through `ThrowIfInvalid`, allowing the upstream shared reporting helper to mask trust, policy, and revocation failures consistently without losing audit detail. The new indexed AddNodes regression initially attempted to reuse a deterministic NodeId after renaming its existing node. Renaming frees the BrowseName, not that NodeId. `IndexedBrowseNameReusePreservesExistingNodeIdentityAsync` now proves both contracts: the derived-ID collision leaves the original node intact, then a fresh explicitly requested ID can reuse the old name while the new name remains protected against duplicates. No production identity rule was relaxed. The incoming seeded random-index test uses the existing `UnsecureRandom` wrapper with the same seed and sequence; no new analyzer suppression was added. | Local merge validation | Framework | Passed | Existing exclusions | | --- | --- | ---: | ---: | | Core, complete project | net10.0 | 5,081 | 88 | | NodeState / BaseInstanceState | net10.0 | 579 | 0 | | Server node management, certificate and session-security selection | net10.0 | 112 | 0 | | InformationModel node-management services | net10.0 | 29 | 1 | | NodeState / BaseInstanceState | net48 | 578 | 0 | | Core certificate validation, error reporting and TCP buffers | net48 | 111 | 0 | | Server node management, certificate and session-security selection | net48 | 112 | 0 | All selected runs exited successfully at normal concurrency: **6,602 passing test executions**. Modified test assemblies were explicitly rebuilt, and the combined name/identity regression was verified by name in both net10 and net48 results. No skips or weakened assertions were introduced. The final `dotnet build UA.slnx -c Release --no-restore -m:1` with `CustomTestTarget=net10.0` succeeded with **zero warnings and zero errors**. The resolved source and adjusted tests pass whitespace verification, and their source hashes match the validation inputs. This is merge-specific verification. Earlier review results and the previously reported incomplete full Subscriptions runs below remain scoped to their own commits; they were not reopened or relabeled as passing by this operation. ## Previous upstream merge (2026-09-15 morning) Merge `c4694e20ab089c555af233642042133ff3a03ac8` integrates `master` through `484d6c887`, retaining #4481's shared Like parser/GDS query fixes, #4488's RequestHandle recovery in ServiceFaults, and #4487's expired-session and durable-transfer corrections. Three conflict resolutions preserve both sides: - Alias searches now use the shared `LikePattern` implementation, including upstream malformed-list validation. A timeout overload retains this branch's 100 ms per-alias deadline and `BadTimeout` reporting without keeping a second wildcard translator. The shared matcher's original unlimited overload remains unchanged for existing GDS/ContentFilter callers. New regressions cover bounded prefix/list scans, reuse after timeout, and the alias service result. - Expired activation closes outside the session-manager gate using upstream's once-only timeout claim, audit, and diagnostic accounting. This branch's original-channel and security-policy checks remain in place. - TCP buffer tests retain this branch's ownership, poisoning-pool and post-decryption checks alongside the upstream RequestHandle/fault overload tests; neither set was discarded. The upstream HTTPS binary behavior is intentionally retained: a decoder `ServiceResultException` produces HTTP 200 with an OPC UA ServiceFault carrying the decoder status, response timestamp, and recoverable RequestHandle, rather than the previous HTTP 500 text response. Other exceptions retain their existing HTTP error handling. | Local validation | Framework | Passed | TRX NotExecuted | | --- | --- | ---: | ---: | | Core, complete project | net10.0 | 5,054 | 88 | | Sessions, complete project | net10.0 | 780 | 610 | | Server aliases, expiry/security and subscriptions | net10.0 | 288 | 0 | | GDS database, paging and live directory calls | net10.0 | 263 | 0 | | Shared Like patterns and bounded evaluation | net10.0 | 109 | 0 | | Subscriptions transfer/durability/service selection | net10.0 | 23 | 1 | | HTTPS WebApi, complete project | net10.0 | 346 | 0 | | InformationModel aliases | net10.0 | 54 | 5 | | Shared Like patterns and bounded evaluation | net48 | 109 | 0 | | Core fault handles, TCP/HTTPS and filters | net48 | 268 | 0 | | Server aliases, expiry/security and subscriptions | net48 | 288 | 0 | These selected runs exited successfully with normal test concurrency: **7,582 passing test executions**. Sessions' console reports 379 skips; the TRX also contains conditional/assumption exclusions, so the table uses the actual 610 NotExecuted records. No skips or weakened assertions were added. The new `EvaluationTimeoutBoundsWorkAndPreservesPatternReuse` and `SharedPatternTimeoutRemainsAnAliasServiceError` tests passed on both targets. **Validation limitation:** two unfiltered Subscriptions runs did not produce a final result and were stopped, including a retry with a hang guard. They are not counted as passing. The isolated failover fixture passed 2/2, and the transfer/durability/service selection above passed. The stall's cause was not established; no unrelated code or test was changed to conceal it. The final `dotnet build UA.slnx -c Release --no-restore -m:1` with `CustomTestTarget=net10.0` succeeded with **0 warnings and 0 errors**. Whitespace verification passed for all hand-reconciled files, and staged source hashes match the validation inputs. These are merge-specific checks, not a new full platform/native/soak acceptance sign-off. Earlier review and acceptance evidence below remains dated to its own commit. ## Previous upstream merge (2026-09-14) Merge `c3e09553e4d1509502d4ba751960d58491bea2cf` integrates `master` through `6313e38a0` (#4478), including the CTT-driven Part 13 aggregate corrections and FindAlias argument validation. The upstream tests and CTT documentation are retained. The single conflict in `AliasNameWildcardMatcher` is reconciled through the branch's shared regex compiler: upstream malformed-pattern rejection and `IsValidPattern` coexist with OPC UA character escaping, whole-string/newline matching, the 100 ms timeout, and service-level error reporting. The upstream ReferenceTypeFilter checks and chronological aggregate behavior are preserved. Local merge verification: | Suite / selection | Framework | Passed | Existing skips | | --- | --- | ---: | ---: | | Server aliases, aggregates and historian | net10.0 | 1,011 | 0 | | Server aliases, aggregates and historian | net48 | 1,011 | 0 | | InformationModel aliases | net10.0 | 54 | 5 | | Features aliases | net10.0 | 11 | 0 | | Client aliases | net10.0 | 28 | 0 | | History aggregate/historical-access consumers | net10.0 | 265 | 0 | All selected tests passed at normal concurrency. The final net10 solution build passed with 0 errors and 0 warnings. The resolved file's whitespace check and the staged diff check passed. These are merge-specific checks, not a new full platform/native/soak acceptance claim. ## Previous upstream merges Integrates `master` through `8e874d073`, including the Client, Types, Core and source-generator audit fixes in #4471, #4473, #4474 and #4475, plus the event queue-size revision from #4480. The merge commits are `150ea0439` (26 conflict resolutions) and `a0e17c07c` (the base update that arrived during validation). The overlapping fixes are reconciled rather than replacing either branch: - **Rejected-certificate retention follows this branch, as explicitly requested:** zero means unlimited history; negative values disable new storage while preserving existing backend trimming behavior (Directory clears prior history; shared key/value leaves it intact). The processor and manager policy are not redefined, and documentation/tests describe the distinction. - Preserve owned certificate snapshots and borrowed validation-core lifetimes alongside upstream cache invalidation, store-first CRL checks and `BadCertificateRevocationUnknown` for unsupported revocation lookup. - Combine exactly-once chunk ownership, receive-loop cancellation, stale-epoch rejection and detach-before-adoption with upstream signature-before-padding verification and secret cleanup. - Preserve pooled `HttpClient` per-request configuration together with bounded response reads and deadlines that remain active through body consumption. Regression cases exercise already-used clients and both timeout precedence cases. - Retain the binary-compatible channel-key constructor and normalize omitted profiles; preserve exact profile filtering and upstream binary-first HTTPS/WSS endpoint ordering. - Preserve monotonic lease expiry and stale-confirmation fencing while adding ordered, non-reentrant leadership notifications outside the state lock. ## Validation Local validation of the conflict-resolution merge: | Suite | Framework | Passed | Existing skips | | --- | --- | ---: | ---: | | Core | net10.0 | 4,940 | 88 | | Client | net10.0 | 2,278 | 0 | | Server | net10.0 | 6,088 | 5 | | Types | net10.0 | 10,394 | 1 | | SourceGeneration.Core | net10.0 | 3,940 | 8 | | SourceGeneration | net10.0 | 185 | 0 | | Core | net48 | 4,855 | 104 | After the subsequent four-file #4480 update, the related Server slice passed 811 tests with 5 existing skips, the real durable queue-size cases passed 6/6, and EventManager's 21 cases passed again after analyzer-only expected-array cleanup. The final `dotnet build UA.slnx -c Release` with `CustomTestTarget=net10.0` succeeded: 0 errors and 4 pre-existing CA2249 warnings in unchanged fuzz-test code. Whitespace verification passed for the resolved files and the follow-up. Merge-specific proof includes `RequestTimeoutRemainsActiveWhileReadingTheOpenApiBodyAsync` on already-used shared clients with either the request or HttpClient timeout shorter, the existing ownership/expiry regressions from both branches, and both branches' retention tests adjusted only to the explicitly chosen zero/negative contract. Earlier acceptance at `1c4a9df6c` passed hosted Linux/macOS CI, CodeQL, image builds and the canonical coverage gate (87.15% line, 77.27% branch, 92.14% patch). Both Framework project matrices, all three Windows native suites (183 cases), and the unfiltered net10 stress project (230 cases, including full 60-minute chaos and 30-minute memory soaks) also passed. Those are **pre-merge results**, not a claim that the full framework/platform/native/soak matrix has been rerun on this merge. The previous acceptance workflow remains separate from this review-feedback operation. Security checks, meaningful assertions, leak detection, default native concurrency, full soak durations and coverage thresholds remain intact. The user-set ready-for-review state is unchanged. No architectural or complete merged-head acceptance sign-off is claimed. ## Related Issues - Fixes #4476 ## Checklist - [ ] I have signed the [CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf) and read the [CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md) doc. - [x] I have added tests that prove my fix is effective or that my feature works and increased code coverage. - [x] I have added all necessary documentation. - [x] I have verified that my changes do not introduce (new) build or analyzer warnings. - [ ] I ran **all** tests locally using the **UA.slnx** solution against at least .net **framework** and .net **10**, and all passed. - [ ] I fixed **all** failing and flaky tests in the CI pipelines and **all** CodeQL warnings. - [x] I have addressed **all** PR feedback received.	2026-09-16 04:42:09 +00:00
Marc Schier	4633aa7a34	Harden HA address-space hydration and replica-consistent NodeIds (#4445) ... # Description Follow-up to #4390 for distributed address-space ownership, authoritative hydration, and replica-consistent wire NodeIds. Tracks #4444. Identity implementation: `a78d59067` (Server policy/lifecycle/adapter seam) and `07faf5cfd` (replica identity module, runtime wiring, examples and proofs). ## Replica identity - `UseReplicaNodeIdentity` / `ReplicaNodeIdFactory` reserve fixed shared namespace indexes before node-manager construction and reuse `DefaultNodeIdFactory`. ApplicationUri and built-in diagnostics/configuration remain local. - Replicated startup requires an explicit identity contract. Namespace layout, deterministic mode, replica-set identity and writer policy must agree. Standard factory views, replacement and registration preserve the policy. - Active/passive writer-assigned identities are replicated unchanged. Independent creation requires stable keys or explicit IDs. Live IDs and retained tombstones are reserved before writer allocation; no network/storage call runs in `New`. - Protected store descriptors use strong routing, including customized hybrid prefixes. Unknown legacy state and empty eventual scans cannot authorize automatic adoption. Verified-new hybrid provisioning is explicit. - Active/active frames compare the descriptor before CRDT merge. Rejected frames are not reported as applied; incompatible admission remains at ServiceLevel 0 through the standard service-level wiring. - Shared metadata validation covers type definitions, data types, references, permissions, NodeId/ExpandedNodeId/QualifiedName values, arrays/matrices, DataValues and encodeable structures/arguments, without reflection. - Runtime preparation hydrates retained IDs before replacement routes publish. Rebinding keeps the existing store/election or gossip transport/map and attaches to the new node-manager sources. Normal node-manager mutations, including AddNodes, reach the cached local-address-space adapter. - WoT materialization retains the stable configured factory. Samples expose genuinely factory-created nodes and a client `--identity` failover workflow. ## Preserved HA repairs The published `d99995003` and `79da74f14` fixes remain in place: - Shared linearizable sequence/lease coordination; no pretend CAS on CRDT and no private counter substituted for shared coordination. - Strict authoritative record decoding, protected pending reservations, safe snapshot publication and required delta retention. - Accepted topology state controls authoritative membership; stale deletion cannot remove a newer incarnation. - Independent subtree attachment tracking and correct disposal of the final snapshot task. - Values wait for their topology, and parent tombstone horizons prevent older descendant values crossing incarnations. A new deterministic regression also covers writer hydration preparation: temporary reconciliation removals must remain inbound application, not be recaptured as new shared deletion records. ## Validation ### Review feedback fixes `3a682155b` addresses the active-node notification, WoT namespace-index bounds, and retired-manager XML documentation feedback. The address-space adapter now notifies listeners with the registered active node, and both WoT managers reject missing/out-of-range namespace indexes before ownership is established. Targeted feedback validation passes on net10.0 and net48: 8 address-space adapter cases and 74 WoT cases per framework, plus 17 hydration/gossip/live-client integration cases on net10.0. The wrong-instance notification and missing namespace regressions were reproduced before the fixes. ### Identity implementation evidence | Selected scope | net10.0 | net48 | | --- | --- | --- | | HA repair, identity, metadata, peer admission and real-client identity/reload fixtures | 215 passed | 215 passed | | Factory, fluent authoring/import, NodeManagement and address-space adapter fixtures | 213 passed | 213 passed | | WoT node-manager fixtures | 68 passed | 68 passed | - Real UA-TCP clients compare full NodeIds/reference targets across independent servers in all four deterministic modes, with different manager/creation order and local allocations. Saved IDs work after endpoint failover and restart. - Real AddNodes-created IDs remain readable through successive live manager replacements in both replication modes, including nodes created after a reload. - Two process-level cases start three sample replicas, kill the serving process, verify a different serving ServerArray URI, and reuse cached factory-generated IDs for Read and CreateMonitoredItems without remapping or rebrowsing. - The identity/hydration scenario runs from the actual published win-x64 NativeAOT executable in the existing historian companion host. - The focused writer-recapture regression was observed failing without its fix, then passing. The real reload scenario was additionally repeated while diagnosing that race. - Changed-file formatting/style/analyzers were applied. Existing CA1508, CA1823, CA1861 and CA1850 warnings in untouched upstream files were not suppressed. The selected checks above do not replace full-solution CI, coverage gates or maintainer review, and do not claim that the entire solution or every native platform was run. #4444 remains the tracking issue. ## Contract and consistency limits Fixed identity does not make eventual payload reads linearizable. Hybrid views remain non-destructive, use explicit tombstones, and do not infer empty-store bootstrap or partition completion from absence. Compacted snapshots require authoritative storage. Failed/uncertain reservations require reconciliation. There is no automatic namespace-slot allocation, persistent logical-key mapping database, live renumbering, legacy-store wipe/adoption, or new hash algorithm. Opaque shared structures require a registered codec so their namespace-bearing fields can be validated. Application callbacks are still application-owned. ## Related issues - Tracks #4444. - Follow-up to #4390. - Builds on the merged NodeId factory (#4433), configure/seal (#4442) and lifecycle/import (#4427) integration at `aedd3f738`. ## Checklist - [ ] I have signed the CLA and read CONTRIBUTING. - [x] Added targeted regression and integration tests. - [x] Updated directly related API, HA, migration and sample documentation. - [x] Ran scoped formatting and the targeted framework checks listed above. - [ ] Full UA.slnx matrix and coverage gates completed. - [ ] All CI and maintainer review completed. --------- Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> Copilot-Session: 9dbd9527-d818-47a0-984c-fbb1472d3d6b	2026-09-09 13:26:45 +02:00
romanett	105508bcbd	Mint runtime NodeIds through a single DefaultNodeIdFactory (#4433) ... # Description Nodes created at runtime now get their NodeIds from a single `DefaultNodeIdFactory` rather than from a `New` override per NodeManager. The factory derives a deterministic identifier from a canonical, length-prefixed browse path, which is injective where the classic `{parent}_{child}` concatenation was not — `A_B` + `C` and `A` + `B_C` both produced `A_B_C` — and it also records the parent's identifier type and qualifies cross-namespace segments by URI, so identifiers no longer shift with namespace-table ordering. A NodeManager selects its style declaratively instead of writing assignment code: ```csharp NodeIdFactory = NodeIdFactory.WithMode(NodeIdAssignmentMode.Counter); ``` `NodeIdAssignmentMode` offers `String` (the canonical path verbatim, the default), `Numeric` / `Guid` / `Opaque` (that path through SHA-256), `Counter` (sequential, for nodes whose browse paths repeat — per-session diagnostics, inference jobs, rediscovered assets) and `None`. The counter starts above `0x40000000`, out of reach of any authored model, so a long-running server cannot walk a runtime instance onto a type node. `New` overrides are gone from every NodeManager the stack ships except two whose identifiers are a domain scheme rather than an assignment policy: `FileSystemNodeManager`, whose NodeIds encode the file path they resolve back to, and `RoboticsNodeManager`, whose build coordinator reserves identifiers across managers with ownership tracking. **Namespace rule.** Every identifier is minted into the NodeManager's own namespace. Neither the parent's namespace nor the browse name's is consulted: a parent can belong to a companion-specification model whose NodeIds are fixed by its NodeSet (`DeviceSet` in the DI namespace), and a browse name only names the type that declared the child. NodeManagers whose instance namespace is not their first one rebase with `WithDefaultNamespaceIndex`. **Types vs instances.** An authored NodeId on a node that stands on its own is kept. A node hanging off a parent is re-minted, because it reached the factory through `AssignNodeIds` walking a subtree copied from a type declaration. Keeping those would alias every instance onto the type's own nodes, and the predefined-node index takes the last writer, so the type would quietly become an instance rather than the clash being reported. New `ISystemContext.CreateInstance(...)` builds an instance of a generated type and rebases its subtree through `AssignInstanceNodeId` — the path the generated `CreateInstanceOf<Type>` helpers already took. The AI NodeManager was the one place calling `NodeState.Create` directly, so its roots kept the NodeId their state object is born with (the type's own); it now uses the shared path. ## Breaking changes - `IAsyncNodeManager` extends `INodeIdFactory` and gains `AddNode` and `AddRootNotifier`. This lets the fluent surface mint and register through the interface instead of type-testing for `AsyncCustomNodeManager` and silently falling back to a concatenated identifier when the test failed — that fallback was itself a source of divergent NodeIds. - `AsyncNodeManagerAdapter` delegates `New` to the wrapped NodeManager, so **`CustomNodeManager2` behaves exactly as before**: it mints nothing and a node keeps whatever NodeId it already has. Servers built on it are unaffected. ## Notes for reviewers - `docs/NodeIdAssignment.md` is new and describes the whole mechanism: the factory contract, identifier formats, type declarations vs instances, the generated helpers and their parameters, per-NodeManager behaviour, and an inventory of every member involved. - The three commits are independently revertible. - Two pieces that look redundant are deliberately kept, with the reasoning recorded in the doc: `assignInstanceNodeIds` (it *suppresses* minting, where the rebase rule *forces* it) and the generator's `NodeId.Equals(TypeNodeIdConstant)` guard (it distinguishes a caller-assigned NodeId from a declaration's). - Fluent builder tests previously passed only because of the removed fallback; they now run against a real `DefaultNodeIdFactory` through a shared `FluentTestNodeManager` helper. ## Related Issues _No tracking issue yet._ ## Checklist - [ ] I have signed the [CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf) and read the [CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md) doc. - [x] I have added tests that prove my fix is effective or that my feature works and increased code coverage. - [x] I have added all necessary documentation. - [x] I have verified that my changes do not introduce (new) build or analyzer warnings. - [ ] I ran **all** tests locally using the **UA.slnx** solution against at least .net **framework** and .net **10**, and all passed. - [ ] I fixed **all** failing and flaky tests in the CI pipelines and **all** CodeQL warnings. - [ ] I have addressed **all** PR feedback received. > Test runs were on **net10.0 only** — .NET Framework was not exercised > locally. Suites run green on an idle machine: Server 4950/4955, GDS > 1116/1170, WotCon 1225/1225, Vision 484/485, DI 424/424, AI 174/174, > ISA95 136/136, Positioning 69/69, RobotIntent 22/22. One unrelated > pre-existing failure remains in `Opc.Ua.Types.Tests` > (`EveryEmbeddedExampleMatchesItsRecordedHash`) — a WoT fixture checked > out with CRLF, fixed by > `git add --renormalize tests/Opc.Ua.Types.Tests/Wot/Assets`. 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Opus 5 <noreply@anthropic.com>	2026-09-08 14:37:19 +00:00