7 Commits

Author SHA1 Message Date
Marc Schier 15d0ce7bd5 Implement OPC UA Part 10 Programs (#4789)
# Description

Implement OPC UA Part 10 Programs across `Opc.Ua.Core`/`Core.Types`,
`Opc.Ua.Server`, and `Opc.Ua.Client`, reusing the existing
state-machine, source-generation, node-management, auditing, and
streaming-subscription infrastructure.

- Add asynchronous provider-backed execution, standard controls,
internal/autonomous transitions, generation checks, and nested-state
activation/resumption.
- Add checked creation/adoption, vendor Create adapters, deletion,
recycling and instance limits, auto-delete, DI, and direct-construction
paths.
- Maintain ProgramDiagnostic2 and retained final results; publish
captured intermediate results and concrete transition/audit events with
access controls.
- Add generated SDK models/proxies, typed client discovery and reads,
event streams, and subscribe-before-call readiness handling.
- Add unit, connected client/server, generated Annex A-style model, and
NativeAOT coverage. Document usage and migration in `docs/Programs.md`
and related guides.

### Compatibility and design decisions

The linked Part 10 document is v1.05.00; namespace-zero definitions
remain aligned with 1.05.07. Documentation distinguishes normative
requirements from conflicting specification text and SDK conventions.

- Correct state numbers to Halted=11, Ready=12, Running=13,
Suspended=14. Generated subtypes retain inherited namespace-zero
state/transition identifiers.
- Managed Reset is Halted-to-Ready only. Preserve the existing low-level
Reset-from-Suspended behavior for compatibility.
- Preserve UInt32 limit types; use `UInt32.MaxValue` as a documented SDK
unlimited convention. RecycleCount overflow reports BadOutOfRange
without stopping unlimited execution.
- In-memory default with injectable providers. Durable recovery,
distributed execution/failover, and a production Annex A download engine
are excluded.

## Checklist

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

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

Tests and focused coverage evidence are above; the combined
tests/coverage checkbox remains open because a whole-repository coverage
increase has not been established. CLA status, CI/CodeQL results,
tracking-issue approval, and PR feedback are not asserted.
2026-10-15 09:19:25 +02:00
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 46fa7d364a Harden recovery, concurrency, and resource lifetimes across the OPC UA stack (#4516)
# Description

Bound managed-session recovery, preserve Publish workers and recovery
ownership, and address the client, server, transport, and certificate
audit findings and subsequent concurrency review. Also reduce the memory
retained by exhaustive session-test diagnostics.

## Recovery and Publish ownership

- Add `ManagedSessionOptions.ChannelReconnectTimeout` through direct
construction, the fluent builder, and DI. The automatic duration is
`max(3 * KeepAliveInterval, revised SessionTimeout, OperationTimeout)`,
sampled at cycle start. Positive overrides are supported;
`Timeout.InfiniteTimeSpan` explicitly opts out. Raw sessions retain
their unlimited default.
- Add `CreateReconnectBudget(TimeProvider)` as a required
`IReconnectParticipant` member, as agreed in review. Custom participants
implement it and may return null for no participant-specific bound.
- Enforce the earliest participant/caller deadline through transport
reconnect, activation/recreation, and subscription restoration. Late
callers can shorten an active cycle but cannot extend it.
- Cancel and unwind recovery, fence late responses, and release channel
recovery ownership before the existing `Faulted` event hands control to
the outer reconnect/failover policy. Preserve session recreate admission
through final Publish cleanup and keepalive suppression until shared
recovery is complete.
- Treat participant budget creation/evaluation failures, including
exceptions at the exact deadline, as terminal shared-recovery failures.
Notify participants before exposing `Faulted`, preserve the original
diagnostic, and never silently replace a finite budget with unlimited
recovery.
- Keep caller-supplied replacement channels, managed bindings, wrapper
event subscriptions, and recovery-owner identities consistent across
success, failure, and cancellation. Reject replacement during active
recovery and fence retired callbacks so they cannot clear newer
ownership or suppress later keepalive recovery.
- Retain eligible Publish workers through temporary
subscription-identifier clearing without retaining workers for
never-created or removed subscriptions. Preserve cancellation,
acknowledgement rollback, and drain-before-replacement ordering.
- Coordinate automatic subscription updates with session recovery:
cancel admitted updates, keep them paused across a failed-restoration
handoff, and retry only after explicit restoration completes. This
prevents competing CreateSubscription requests and updates against a
retiring session, while preserving manual recreation, transfer fallback,
and pending option changes.
- Exercise the real ManagedSession, V2 subscription engine, and channel
ready gate with scripted transports and an injected clock. Cover
transfer fallback, deadline handoff, late completions, and resumed
notification delivery.

## Audit and review corrections

- Correct certificate/trust-list transactions, change-pump lifetimes,
validation, peer revalidation, and reset/resource ownership.
- Harden node admission, attribute/range/dimension validation,
monitored-item sampling and lifecycle transitions, event fanout, and
server shutdown. Run lifecycle readiness and compensation outside shared
monitored-item admission, with stale-completion ownership checks.
- Close synchronous node-manager admission before teardown and retain
resources until admitted service, lifecycle, and asynchronous method
work returns. Dispose the monitored-item manager outside both locks,
reject late calls before they can reach it, and forward asynchronous
disposal through the adapter so the master awaits the same completion.
Preserve reentrant shutdown initiation, cancellation/failure unwinding,
and shared cleanup-failure reporting.
- Bound WSS pending-request retention using connection-local wire
handles while preserving caller-visible request handles and translating
Cancel targets. Safely ignore retired replies and drain admitted
send/close users before resource disposal.
- Clarify that the shared `ClientBase` caller-handle sequence is
distinct from the non-wrapping WSS wire allocator. Existing
exhaustion/reopen, late-reply, and Cancel-translation regressions verify
the connection-local contract; no allocator behavior was changed by this
clarification.
- Preserve virtual-node validation and resolver service errors instead
of converting them to cached misses. A mismatched NodeId reports
`BadNodeIdInvalid`; callback type mismatches and resolver service errors
keep their exact status. Per-item boundaries preserve unaffected reads,
writes, history operations, method calls, browse paths, and
monitored-item creation/restoration, including permission-validation
paths. Caller cancellation still propagates; stored-item validation
failures are logged without aborting later restores.
- Correct client file/role/state-machine/streaming APIs, node-cache
behavior, redundancy/failover ownership, and session
configuration/identity handling.
- Cancel each owned peer-discovery scope before disposing it, including
when the bounded wait wins a cancellation-delivery race. Keep late
results out of the endpoint cache and preserve single-flight lookup
ownership.
- Keep materialized alias Browse results synchronized with the live
store by default, preserving explicit startup-only opt-out. Apply
HistoryUpdate service results per value while retaining explicit
all-or-nothing provider APIs.
- Update the directly related feature documentation and add focused
positive, negative, concurrency, and ownership regressions.

## Latest review-feedback corrections

- Fence stale failed lease observations with a successful-confirmation
generation distinct from the revocation epoch. Snapshot it before each
store read, including failed-CAS revalidation, so an old failure cannot
revoke or reschedule a newer lease while fresh ownership loss still
revokes leadership. Preserve independent overlapping acquisitions,
expiry, disposal, and late-success protections.
- Isolate attributable WSS response-decoding errors to their request,
including retired handles. Keep admitted socket sends connection-owned
so caller timeout/cancellation cannot abort sibling requests; shutdown
still cancels and drains those sends.
- Restart keepalive and classic Publish replenishment after successful
session reuse. Retire V2 worker demand after intentional
deletion/disable without confusing that state with temporary recovery
resets.
- Browse virtual directories lazily across continuation pages without
the 1,024-entry snapshot cap. Preserve active-page cancellation, bounded
metadata retention, pushback, and exactly-once asynchronous cursor
cleanup.
- Apply certificate/CRL staging in last-operation order, preflight
required issuer storage before writes, select actual policy-compatible
RSA keys for None endpoints, frame certificate chains independently of
signature OIDs, and preserve admitted validation results during
rejected-writer shutdown.
- Preserve base asynchronous disposal when a legacy override omits its
base call; avoid double derived disposal in the adapter. Let genuinely
admitted nested work finish while rejecting stale captured contexts and
returning null from closed lookup APIs.
- Re-park recovered monitored items if AddNodes rolls back. Give event
compensation a fresh finite deadline, and preserve healthy
Browse/Translate siblings at every reference/path boundary while
retaining starting-node errors and caller cancellation.
- Give final reconnect notifications a live, bounded shutdown-linked
lifetime. Synchronize child state before parent lifecycle handlers
outside the parent transition lock.
- Document the accepted existing policies: direct reverse connections
are single-use without a ReverseConnectManager, and multi-node stream
capacity is shared rather than reserved per node.

The expanded readiness controls also exposed a real generation-handoff
race: an old source could finish draining after activation was deferred
but before readiness tasks were collected, causing the wanted
replacement to be omitted from the wait set. A deterministic test gates
that exact interval; the fix keeps the replacement in the readiness
wait. The original race passed 200 repetitions after the fix. A separate
control now awaits both producer readiness and iterator entry under the
same original deadline, rather than treating those independent signals
as equivalent. Temporary logging and repetition are removed.

## CI integration contracts

The History and Server CI failures exposed integration tests that still
asserted the behavior intentionally changed by the audit fixes. A
Windows WoT negative test raced its caller deadline against upstream
retries. A subsequent Ubuntu Client failure exposed a real
automatic-update versus explicit-restoration race:

- History insertion collisions now verify exact per-value statuses and
all persisted timestamps/values, including preservation of the existing
conflicting entry. Explicit atomic-provider rollback controls remain.
- Alias materialization tests wait for actual publication and verify the
added node plus forward/inverse `AliasFor` references, instead of racing
a startup-only snapshot expectation. Explicit refresh opt-out controls
remain.
- The unavailable-upstream WoT test uses an explicit finite retry policy
through existing DI configuration, preserving its original four-minute
guard and requiring a mapped-value service error before caller
cancellation. Production retry defaults remain unchanged.
- The Client fix retains the exact one-create and late-response
assertions. Three deterministic real-subscription/real-manager cases
cover paused creation, disposal while paused, and cancellation of an
admitted create followed by explicit restoration and a pending option
update. Both composed restoration-deadline cases also prove automatic
updates stay blocked at the outer handoff and resume after restoration.
- The merged-head net48 correction prevents lost peer-resolver
cancellation and distinguishes the harness's delayed initial `Connected`
event from actual outer recovery completion. A deterministic timer-order
test covers both cooperative and cancellation-ignoring resolvers,
cancellation before return, rejection of late cached results, and a
fresh subsequent lookup.
- The remaining CodeQL alert was a false content flow through
`ArrayOf.Count` into an integer-only trust-list summary. Projecting the
same count through `Span.Length` keeps cardinality distinct from
serialized contents without allocating, dropping diagnostics,
suppressing the rule, or dismissing the alert. Five log-contract cases
cover null/empty/nonempty results and mixed chain-capable/fallback
listeners, asserting the exact count, message, and structured
properties.
- Classic transfer acknowledges messages selected for asynchronous
Republish only after their responses arrive. The existing locked
replay-selection decision returns the immediate-acknowledgement subset
to Session, preserving the public transfer API, advertised availability,
and immediate acknowledgement of older gapped messages not selected for
replay. A callback changing `RepublishAfterTransfer` cannot change the
already-selected acknowledgement ownership.
- Transfer integration tests explicitly control acknowledged versus
retained origin messages. Exact assertions distinguish retained replay
from requested fresh initial values by sequence number, client handles,
values, status, and source timestamp. Atomic counters, observed
delivery/keepalive progress, and failure-safe session/file cleanup
replace timing assumptions and racy resets.
- Server lifecycle tests verify the documented independent five-second
compensation deadline rather than requiring a non-cancellable token.
They cancel the actual request, prove compensation and unrelated
monitored-item creation still proceed one tick before the deadline,
preserve the original failure and ownership assertions, and verify the
completed deadline is retired.
- Synchronous and asynchronous directory-browser tests require the exact
provider exception instead of an empty-directory success, then verify
the failed cursor is not enumerated again. These correct expectations
left behind by the intentional, documented provider-error propagation
change; production behavior is unchanged.

No tests were disabled, assertions loosened, coverage thresholds
lowered, or CI checks made optional. Existing platform exclusions and
Explicit debug variants remain.

## Related Issues

- Fixes #4514
- Fixes #4515
- Builds on merged #4503 and retains the #4508 publishing-drain
behavior.

## Validation

**Lease-election review correction
(`a13afa641182c70983e16bbcfebf507e666a45a5`):**

The correction is based on the existing upstream merge
`43079e2b851fe338a4082066f8d14abfdafb6e32`. Three deterministic
stale-verdict
cases fail on the original source and pass with separate confirmation
fencing.
Six new cases cover the initial foreign-owner verdict, failed-CAS
revalidation
in both invocation orders, and fresh ownership loss through both read
paths,
including revalidation begun after another successful confirmation.

| Target and configuration | Passed | Failed | Skipped |
| --- | ---: | ---: | ---: |
| net10.0 Debug | 120 | 0 | 0 |
| net48 Debug | 120 | 0 | 0 |

The selection is the full `Opc.Ua.Core.Tests.Redundancy` namespace,
including
all 38 `SharedStoreLeaseElectionTests` cases and the existing expiry,
clock
rollback, disposal, and overlapping-success regressions. New witnesses
are
`StaleForeignLeaseReadDoesNotRevokeNewerAcquisitionAsync`,
`StaleFailedRevalidationDoesNotRevokeNewerAcquisitionAsync`, and
`FreshForeignLeaseObservationRevokesLeadershipAsync`. They assert
resulting
leadership, exact transitions, independent progress, and the unchanged
expiry
boundary. Retaining the initial generation for the fallback read
independently
makes the fresh-loss-after-confirmation control fail; that mutation was
removed
before the final rebuilt runs.

The successful scoped command is
`dotnet test tests\Opc.Ua.Core.Tests\Opc.Ua.Core.Tests.csproj -c Debug
--no-restore --filter
"FullyQualifiedName~Opc.Ua.Core.Tests.Redundancy"`,
with `CustomTestTarget` and `-f` matching each row and that framework's
assets
restored. Both changed C# files pass formatting and analyzers through
informational severity on both frameworks. These are scoped results, not
a
full-solution test or measured coverage-delta claim. CI monitoring is
paused
for this feedback-only operation; no current-head CI success is claimed.

**Latest CI contract correction
(`1cd1f2047bb5b50c9bf300b1ff710b0b2e935a29`):**

All four failing Server shard 23 jobs in
[run
36120946740](https://github.com/OPCFoundation/UA-.NETStandard/actions/runs/36120946740)
reported the same six cases. Two local replays reproduced all six
failures.
The source changes and documentation from `cd43b831a` establish both
intentional
contracts: independent bounded event compensation and surfaced provider
errors.
Only the two test files are corrected; production code and CI policy are
unchanged.

| Target and configuration | Passed | Failed | Skipped |
| --- | ---: | ---: | ---: |
| net48 Debug | 113 | 0 | 0 |
| net10.0 Release, CI Coverlet settings | 113 | 0 | 0 |

The selection contains `MonitoredItemManagerLifecycleTests`,
`DirectoryObjectStateTests`, `DirectoryBrowserBoundedEnumerationTests`,
and

`EventCompensationReadinessHasFiniteDeadlineWithInfiniteSourceTimeoutAsync`.
Both changed files pass formatting and analyzers through informational
severity
on both frameworks. Independent mutations restoring a non-cancellable
compensation token and swallowing provider errors fail all four
lifecycle
cases and both browser cases, respectively. Both mutations were removed
before
the final passing runs and commit.

The scoped command is `dotnet test
tests\Opc.Ua.Server.Tests\Opc.Ua.Server.Tests.csproj`
with `CustomTestTarget` and `-f` set to the selected framework,
`--no-restore`, and
`--filter
"FullyQualifiedName~MonitoredItemManagerLifecycleTests|FullyQualifiedName~DirectoryObjectStateTests|FullyQualifiedName~DirectoryBrowserBoundedEnumerationTests|FullyQualifiedName~EventCompensationReadinessHasFiniteDeadlineWithInfiniteSourceTimeoutAsync"`.
The modern run additionally uses `-c Release /p:CollectCoverage=true
--collect "XPlat Code Coverage" --settings
tests\coverlet.runsettings.xml`.
These are scoped results, not a full-solution test or measured
coverage-delta claim.
Hosted checks for that commit were pending at publication. The fail-fast
CI
watch was stopped when the requested operation switched to review
feedback;
no current-head CI success is claimed.

**Earlier master merge (`8b15ea6ef9fc2214ac8ec886f373bb3846dd6d6f`, base
`b4136d8e9bab0df680f41d9ef985f519160534b1`):**

The `TcpListenerChannel` conflict preserves both lifetime
responsibilities:
disposal clears the retained peer-certificate chain and unregisters the
quota-scoped message-assembly scheduler. Both fields and all upstream
deadline
handling remain intact. The only additional manual source adjustment
adds the
parentheses required by the existing analyzer around the session-count
fallback.

Master advanced during validation. The initial transport merge
`80303c434ce813cf75aa7fe54a6a32fe2aeafc30` was retained, and the newer
base was
merged normally in `8b15ea6ef9fc2214ac8ec886f373bb3846dd6d6f`, without
rewriting
history. The additional recovery, fluent-pipeline, and test-framework
overlaps
were inspected; the branch's cancellation, validation-error, and
acknowledgement
ownership fixes remain alongside the upstream changes.

Full `UA.slnx` builds passed on net10.0 and net48 with **0 warnings and
0 errors**.
The final scoped tests rebuilt against the committed tree
`2074f8efcb61d8d9c6106e7d6f76ee941940e358`:

| Target | Passed | Failed | Skipped |
| --- | ---: | ---: | ---: |
| net10.0 | 2,653 | 0 | 0 |
| net48 | 2,529 | 0 | 7 |

The net48 skips are existing platform exclusions: six RSA_DH_AesGcm
nonce cases
and one ClientWebSocket certificate-validation case requiring .NET 7 or
later.
The selection covers transport cleanup, reassembly
budgets/deadlines/admission,
peer-chain ownership, server session binding, fluent lifecycles and
source
generation, reconnect and keepalive, transfer acknowledgements, Publish
queues,
and JSON encoding. Modern-.NET WSS transport and real-server integration
cases
also pass. The resolved file passed solution-relative formatting and
analyzer
verification through informational severity on both frameworks.

These are scoped test results, not unfiltered full-suite or
measured-coverage
claims. Hosted CI was not monitored or repaired as part of this
merge-only
operation.

Selected local results below are overlapping validation runs, not
distinct-test totals.

**Earlier review-feedback batch
(`cd43b831a8f11de3f7d65c3681712a61e3c669a5`):**
The final net10.0 scoped selection passed **471 tests, with no failures
or skips**.
The final net48 solution-root selection passed **439 tests, with no
failures and
one unchanged platform skip**
(`ValidateServerCertificateFallsBackToTlsPolicyErrors`,
which requires newer ClientWebSocket certificate-validation support).
Both full nonincremental solution builds completed with **0 warnings and
0 errors**,
and all **40 changed C# files** passed informational-level
formatting/analyzer
verification. Both frameworks validated the identical final tracked
diff.
The focused matrix covers every one of the 20 current review threads,
including
real mid-frame WSS cancellation, stale admission contexts, directory
continuation
ownership, multi-element Browse/Translate failures, and the readiness
drain race.
The net10.0 solution-root test command has a separate pre-existing
runner conflict:
three unrelated AOT projects reject the VSTest target under
Microsoft.Testing.Platform
2.4.0 and SDK 10. Per-project net10.0 results are recorded separately;
no runner
migration, test exclusion, assertion relaxation, or CI-policy change is
included.
These are bounded selections, not unfiltered full-suite or measured
coverage claims.
At publication of `cd43b831a`, hosted CI was not green: the
`OPCFoundation.UA-.NETStandard` check reported `ACTION_REQUIRED`,
AppVeyor reported
`FAILURE`, and the two signed-build jobs were in progress. No CI jobs
were rerun,
cancelled, approved, or repaired as part of that feedback-only
operation.

**Classic transfer correction
(`f425376fca045794122e19aaf9cafebc4a717d91`):**
The preceding head's
[macOS net10.0 shard
25/30](https://github.com/OPCFoundation/UA-.NETStandard/actions/runs/35980326299/job/107570512458)
failed
`TransferSubscriptionTest(DisconnectedRepublish).TransferSubscriptionAsync(True,False)`
at the static-node count assertion: expected 10, received 20. The trace
contains a successful,
explicitly requested republish of retained sequence 1 and a fresh
initial-value batch at sequence 3,
not duplicate dispatch of one response.

Controlled lost origin acknowledgements reproduced that incorrect test
expectation on both the
preceding PR head and exact master base
`a2539cb53dd1666cef856f33812d7a8830d68909`.
The maintainer explicitly authorized correcting this existing issue in
the PR. Retained replay
and requested initial values are independent, as specified by
[OPC UA Part 4,
TransferSubscriptions](https://reference.opcfoundation.org/specs/OPC-10000-4/5.14.7).
The reason that the original hosted run retained its particular origin
message remains unproved.

The expanded full-suite run then exposed a **real production race**, not
just a count assertion:
Session queued acknowledgements for all transferred available messages
before the asynchronous
Republish responses arrived. Publish could delete those messages first,
causing
`BadMessageNotAvailable`. A gated real-Session/classic-engine regression
failed both replay-enabled
cases on the original implementation while both no-replay controls
passed. The ownership fix
passes all 24 combinations of empty/consecutive/unsorted-gapped queues,
replay preference,
sequential delivery, and a reentrant preference change.

All 40 normal real-server transfer cases pass on both frameworks.
Independent mutations
suppressing actual replay and duplicating observed sequence records each
fail the intended
assertion; both mutations were removed. The full classic suite passes on
both frameworks.
Hosted CI was pending when that correction was published; the earlier
failed hosted job was not
rerun for a lucky pass.

**Local net48 caveat:** the full Client run timed out in the
pre-existing fake-clock test
`ReconnectAsyncSwapsFaultedLeaseEntryAsync`, which does not exercise
subscription transfer.
Its unchanged isolated replay passed, but that does not resolve the
full-suite timeout.
No unrelated code or assertions were changed, and a clean full Client
net48 run is not claimed.

| Scope | net10.0 | net48 |
| --- | --- | --- |
| Full Client.Tests after transfer acknowledgement correction | 2,549
passed | 2,552 passed, 1 timeout failure noted above, 1 existing
platform skip |
| Full classic-subscription project after transfer correction | 57
passed, including all 40 normal transfer cases | 57 passed, including
all 40 normal transfer cases |
| Gated transferred-message acknowledgement ownership | 24 passed,
included above | 24 passed, included above |
| Saved-session consumer of the shared subscription helper | 40 passed |
16 passed, 24 existing unsupported-security-policy skips |
| Audit regression matrix | 2,339 passed | 1,934 passed, 34 existing
skips |
| Full Client.Tests after review follow-ups | 2,520 passed | Focused
selections only |
| Full Client.Tests after CI recovery correction | 2,523 passed, CI
coverage collector | 2,527 passed, 1 existing platform skip |
| Latest merged-head recovery/redundancy selection | 139 passed | 139
passed |
| Full Client.Tests after merged-head net48 correction | Focused
selection above | 2,529 passed, 1 existing platform skip |
| Lifecycle and actual-dimension regressions | 146 passed | 146 passed |
| Focused recovery follow-ups | 7 passed | 7 passed |
| WSS-related fixtures | 93 passed | Not applicable |
| CI History integration corrections | 28 passed | 28 passed |
| CI alias, dispatcher, and explicit-atomic controls | 63 passed | 63
passed |
| Full WoT sample project with CI coverage collector | 29 passed | Not
applicable |
| Trust-list effects and count-only summary contract | 22 passed | 22
passed |
| Virtual-node feedback, node-manager, dispatcher, and lifecycle
selections | 661 passed, 63 existing not-executed cases; all 48
virtual-node cases passed | 661 passed, 63 existing not-executed cases;
all 48 virtual-node cases passed |
| WSS wire-handle exhaustion, late replies, and Cancel translation | 9
passed | Not applicable |
| Synchronous node-manager disposal and related service/lifecycle suites
| 1,037 passed, 64 not-executed cases from existing fixture assumptions;
all 93 sampling/disposal cases passed | 1,037 passed, 64 not-executed
cases from existing fixture assumptions; all 93 sampling/disposal cases
passed |

- Full solution builds passed on net10.0 and net48 during the audit
work. The subsequent full non-incremental net10.0 build also completed
with zero warnings/errors.
- Modified source/test formatting and analyzer checks passed through
informational severity.
- Original composed recovery regressions passed repeated runs on both
frameworks. Independent mutations removing Publish cancellation,
bypassing the recreate drain call, or ignoring ready-gate cancellation
each failed the intended assertion; all mutations were restored before
passing runs.
- The latest recovery correction passed 100 executions of each original
restoration-deadline scenario with unchanged assertions. Restoring
premature update admission independently made both strengthened handoff
cases fail; the correct retention behavior was restored afterward.
- Startup-event and cancellation-delivery timing probes reproduced the
subsequent net48 failures, then passed 100 executions of each of the
three scenarios with the fixes. All timing probes and repetition were
removed. The permanent timeout-order regression also went RED on the
original cancellation cleanup without sleeps or scheduling
amplification.
- Final post-format recovery/subscription/engine checks passed all 151
selected cases on net10.0. The first local full net48 attempt aborted in
`clr.dll` with native access violation `0xc0000005`; an
unchanged-assembly full diagnostic rerun passed as recorded above. That
native host crash has not been attributed or claimed fixed.
- A minimal replay with the same CodeQL CLI and query-pack versions
reproduced the custom-count alert and confirmed that the standard
span-length projection is clean while direct sensitive-value and
raw-identifier logging controls remain flagged. The source was already
logging only a count; no identifier or certificate disclosure was
established at the reported location.
- The virtual-node feedback regressions first reproduced five
error-preservation/cache failures; expanded service-dispatch cases
exposed two additional whole-batch failures before the
operation-boundary fixes. The final selections pass on both frameworks.
Genuine misses remain cached, successful results remain reusable, failed
validation allows same-cache retry, and request cancellation still stops
the batch.
- Three deterministic synchronous-manager disposal regressions
reproduced early resource release and lifecycle calls reaching a manager
during disposal. The fix passes direct and adapted calls, a
sampling-worker join after the last operation exits, reentrant shutdown,
cancellation and failure paths, repeated disposal, and exact rejection
across 39 service/lifecycle entry points both during drain and after
cleanup. The original outside-node-lock disposal regression remains and
now requires the worker to observe closed admission.
- Prior-head CI on `c985f8bded77a60449d9cd381c8a004d8590ccf6` completed
with **168 passing checks, one expected release-package-publication
skip, and no failures or pending checks**. All test shards, signed
builds, container builds, the coverage check, and the CodeQL PR check
passed. Hosted CodeQL analysis `1829262912` completed successfully and
marks count-flow alert 385 fixed. This is evidence for that head, not a
claim that subsequent review follow-ups have completed hosted CI.

### Session-test diagnostic memory

Complete browse listings are streamed to unique NUnit attachments rather
than retained in inline NUnit/VSTest output. Detached regression-test
results are cleaned up without deleting runner-collected attachments.

- Two covered session-suite runs each completed with 782 passed and 379
existing skips. Peak working set fell from 4.86 GiB to 2.44-2.78 GiB.
- TRX output shrank from 303.1 MiB to approximately 40.7 MiB, retaining
all 46 complete browse attachments.
- Seven output regressions cover exact content, empty/single/large
listings, disabled/enabled output, bounded inline summaries, and unique
filenames.

The separate Azure build-18452 VM deprovisioning cause remains unproved
without provider logs. The memory measurements do not establish its
cause.

Unfiltered local `UA.slnx` tests, including the long stress/soak suites,
have not been run on both frameworks. A local coverage delta was not
collected; builds and focused tests are not substitutes for those
claims.

## Checklist

- [ ] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [ ] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] All checks on the latest review-follow-up head have completed
successfully; prior-head CI passed as recorded above.
- [x] I have addressed **all** PR feedback received.

Tests have been added and pass as recorded above; the hosted coverage
check passed on the prior head identified above. The combined
tests/coverage-increase checkbox remains open because no local coverage
delta was measured.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 68f26810-22b8-476f-abcd-0a8c82d6e208
2026-09-25 14:59:34 +00:00
Marc Schier 8a10139b8c Fix OPC UA address-space compliance in the device integration stack (#4117)
# Description

A live OPC UA compliance audit of `samples/PumpDeviceIntegrationServer`
against the **OPC 40223 Pumps** and **OPC 10000-100 (DI)** companion
specifications found **13 address-space violations** plus a
serialization bug in the MCP tool. Every fix lands at its **root cause
in the shared stack** rather than as a workaround in the sample, so all
servers benefit.

The sample now exposes **N fully simulated pumps** (`--pumps N`) and
advertises the DI conformance facets it actually satisfies.

> This branch has been merged with `master` including **#4116** ("Add
simulation to PumpDeviceIntegrationServer and Event modelling"), which
independently reworked the same pump simulation and the same fluent
alarm builders. See [Relationship to #4116](#relationship-to-4116) below
for how the two were reconciled.

## Findings and fixes

| # | Finding | Root cause | Fix |
|---|---------|-----------|-----|
| 1 | `OverTempAlarm` created by the fluent API did not exist in the
address space | `AttachAlarm` attached the alarm with `AddChild` but
never indexed it into the node manager | Register the node; the same gap
existed in `AddObject`, `CreateInstance` and the state-machine creators
|
| 2 | Alarms were unsubscribable — `EventNotifier = 0` everywhere, no
`HasNotifier` from `Server` | No event-source wiring at all | Set
`HasCondition`, initialise
`SourceNode`/`SourceName`/`ConditionName`/`InputNode`, promote
`EventNotifier` up the ancestor chain, publish `HasNotifier` from the
`Server` object |
| 3 | Every instance NodeId was minted in the **DI standard namespace**
(`ns=4;s=5001_Pump #1`) | `DiNodeManager.New` inherited the parent's
namespace index | New `DiNodeManager.InstanceNamespaceIndex`; instances
move to the server's application namespace |
| 4 | `Server/Namespaces` described only 2 of 6 namespaces | The
NodeSet2 importer drops nodes parented to namespace 0, so companion-spec
metadata objects never reached the address space — and no route covered
the server's own namespace | New `NamespaceMetadataPublisher` walks the
`NamespaceArray` and fills version/publication date from
`ModelDependencyAttribute` |
| 5 | Vendor BrowseNames (`Diagnostics`, `LastError`, …) sat in the DI
namespace | Builders defaulted to the parent's namespace | Default to
the server namespace; **spec-defined BrowseNames are unchanged** |
| 6 | `AccessLevel="5"` from the Pumps NodeSet was reported as `1` | The
ModelDesign `AccessLevel` enum is not `[Flags]` and cannot represent
`CurrentRead \| HistoryRead` | Carry the verbatim NodeSet2 bitmask and
emit named `AccessLevels` constants |
| 7 | `Historizing = true` while `HistoryRead` returned
`BadHistoryOperationUnsupported` | Nothing reconciled the declared
history surface with the wired historians | Startup clears the
advertisement (including masking the attribute read callbacks) when no
provider resolves; the sample wires a real historian |
| 8 | Mandatory `ProductInstanceUri` unset | Sample omission | Populated
on every pump |
| 9 | Mandatory `TrueState`/`FalseState` empty on every supervision
boolean | Absent in the official NodeSet; a server must still populate
them | Populated on every pump |
| 10 | Machinery `Machines` folder empty (OPC 40001-1 §9.2 says
**shall**) | `TryAddToMachinesFolder` used `AddChild`, which
*re-parents* the device away from `DeviceSet` | Add the `Organizes`
reference instead |
| 11 | BrowseName contained a space and `#` | Sample naming | `Pump_1`
with the readable label in `DisplayName` |
| 12 | `Maintenance` group materialised but empty | Sample omission |
Populated |
| 13 | Uninitialised values reported `Good` | No initial-value status |
`BadWaitingForInitialData` until the first simulation tick |
| — | `ServerProfileArray` advertised only `StandardUA2017` |
`DiNodeManager` did not implement the existing `IConformanceContributor`
| Contribute DI 1.05 server facets computed at runtime from what is
actually wired, merged with `StandardUA2017` |
| — | MCP tool serialised boolean `false` and numeric `0` as JSON `null`
| `Variant.Null` is `default`, so `Variant.Equals` adopts the non-null
type and compares against the default value | Dispatch on `BuiltInType`
and use typed `TryGetValue` accessors instead of the prohibited
`AsBoxedObject` |

## Relationship to #4116

#4116 landed on `master` while this branch was in flight and targeted
overlapping ground. The merge is a **union of both intents**, not a
fast-forward:

- **`AlarmBuilderExtensions`** — kept both sides. #4116 contributes the
parent-must-be-an-Object guard, `SetEnableState`, and the
`HasEventSource` references; this branch contributes the `HasCondition`
reference, condition source initialisation, **registration of the alarm
with the node manager so it is browsable**, notifier promotion up the
whole ancestor chain, and root-notifier registration.
- **`SupervisionBuilderExtensions`** — took #4116's `SetAlarmActive`. It
is more spec-correct than this branch's version: it honours
`EnabledState`, resets Acked/Confirmed on activation, and computes
`Retain` per OPC 10000-9 so an unacknowledged Condition stays retained
after going inactive. This branch's null guard was kept so a malformed
alarm cannot dereference a missing `EnabledState`.
- **`PumpNodeManager.Configure.cs`** — took #4116's **push-based**
simulation (`RegisterPumpSimulation`, `CreatePumpSimulation`,
`IValueUpdater<T>`, `Initialize`/`Advance`/`Publish`, deterministic
per-pump phase offsets) as the structure, then folded in this branch's
compliance work: configurable pump count, Maintenance group,
`TrueState`/`FalseState`, historian wiring, per-pump mandatory
Identification values, and `BadWaitingForInitialData` until the first
tick.
- **README** — union, keeping #4116's address-space validation workflow
section.

Two test adjustments were needed, both because the merge legitimately
changed behaviour the tests pinned:

- `PumpHostedReferenceTests` now resolves pump NodeIds from the browse
result instead of hard-coding the DI namespace, and waits for the first
published value. `PumpCreatedAfterStartupJoinsTheLiveSimulationAsync`
was **added** to restore #4116's coverage that a pump created after
startup through `ConfigureDevicesFor` joins the live simulation.
- `FluentAlarmRegistrationIntegrationTests` no longer asserts that
`Retain` clears when an alarm goes inactive — that pinned this branch's
weaker semantics, and #4116's Part 9 behaviour is correct.

## Breaking change

Runtime-created DI device instance NodeIds move from the companion-spec
namespace to the server's application namespace, e.g.
`ns=<DI>;s=5001_Pump #1` becomes `ns=<application>;s=5001_Pump #1`. This
invalidates NodeIds cached by clients from earlier 2.0 previews. It is
**not** a model change — standard DI/Machinery/Pumps type NodeIds and
spec-defined BrowseNames are untouched.

Device integration hosting is new in 2.0, so there is nothing to migrate
from 1.5.378 and this is deliberately *not* in `docs/MigrationGuide.md`.
Anyone tracking 2.0 previews should rediscover devices by browsing
`DeviceSet` rather than persisting NodeIds, and resolve namespace
indexes from `NamespaceArray` per connection.

## Verification

Compliance is pinned by regression tests that assert **through the
server's service surface** (`BrowseAsync` / `ReadAsync` /
`HistoryReadAsync`), not by inspecting `NodeState` objects in memory.
That distinction mattered: three defects survived in-memory assertions
and were only caught through the read path — most subtly, `Historizing`
was cleared while `AccessLevel` still advertised `HistoryRead`, because
attribute read callbacks re-applied the NodeSet bits.

Post-merge on net10.0:

| Suite | Result |
|---|---|
| `Opc.Ua.Di.Tests` | 326 passed |
| `Opc.Ua.Server.Tests` | 3846 passed, 5 skipped |
| `Opc.Ua.Tools.Tests` | 288 passed |
| `Opc.Ua.History.Tests` | 506 passed, 27 skipped |
| `Opc.Ua.SourceGeneration.Core.Tests` | 3722 passed, 8 skipped |

The full solution was also built and tested on **net48** before the
merge.

Review feedback from `copilot-pull-request-reviewer` has been addressed
in commit `badad31dc`: the shared `ServerObjectState` lock was removed
(the forward `HasNotifier` edge is published through the owning node
manager instead), MCP array serialization now preserves element types,
and the pump option guards report the specific rejected option. The only
failure is
`ConfigureApplicationBuildsSharedClientAndServerConfigurationAsync`, a
pre-existing certificate-store issue that **passes when run in
isolation** and is unrelated to this change.

## Documentation

Updated `docs/DeviceIntegration.md`, `docs/MigrationGuide.md`,
`docs/HistoricalAccess.md`, `docs/DeveloperGuide.md`,
`docs/McpServer.md`, `docs/README.md`,
`samples/PumpDeviceIntegrationServer/README.md` and
`tools/Opc.Ua.Mcp/README.md`, and consolidated the four node-manager
documents into a single [`docs/NodeManagers.md`](docs/NodeManagers.md) —
overview, built-in managers (including `MasterNodeManager`), core vs
custom, registration, server address-space metadata, and source
generation — with a TOC and all inbound links repointed.

## Related Issues

No tracking issue exists for this work yet — it originated from an
ad-hoc compliance audit of the pump sample. Given the size of the change
and the runtime-breaking NodeId move, please open (or link) a tracking
issue so the design is recorded as an ADR before merging.

- Fixes #

## Checklist

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

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

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 0d50c3fc-58b1-4c99-85a4-1e32c88666d9
2026-07-30 16:04:18 +02:00
Marc Schier dd6a591ebe Enforce NodeManagement authorization and rollback (OPC 10000-4/18) (#4046)
## Summary

- Fixes missing `AddNode`, `DeleteNode`, `AddReference`, and
`RemoveReference` authorization before NodeManagement mutations.
- Enforces applicable namespace and Node `AccessRestrictions`.
- Distinguishes local targets from remote `targetServerUri`,
server-index, and namespace-URI targets.
- Validates both local reference endpoints and uses the actual
reciprocal `NodeClass` for cross-NodeManager mutations.
- Adds bounded, cancellation-safe compensation when reciprocal
add/delete mutations fail.

## Specification

- OPC 10000-4 §§5.8.2-5.8.3
- OPC 10000-18 role-based access control

This is split from #4021.

## Tests

Focused Release validation passed on both `net10.0` and `net48`:

- `dotnet build tests\Opc.Ua.Server.Tests\Opc.Ua.Server.Tests.csproj -c
Release -f <TFM> -p:CustomTestTarget=<TFM>`
- `dotnet test tests\Opc.Ua.Server.Tests\Opc.Ua.Server.Tests.csproj -c
Release -f <TFM> -p:CustomTestTarget=<TFM> --no-build --no-restore
--filter
FullyQualifiedName~Opc.Ua.Server.Tests.MasterNodeManagerNodeManagementTests`
- 55 tests passed per TFM, including
`AddNodesDeniedAddNodePermissionDoesNotMutateAsync`,
`AddNodesDeniedParentAddReferencePermissionDoesNotMutateAsync`,
`DeleteNodesDeniedDeleteNodePermissionDoesNotMutateAsync`,
`AddReferencesGrantedPermissionsMutateBothSidesAsync`,
`AddReferencesTargetServerUriSkipsLocalTargetProcessingAsync`,
`AddReferencesInverseFailureRollsBackSourceAsync`,
`AddReferencesCancellationUsesIndependentRollbackToken`,
`DeleteReferencesRemoteTargetSkipsReciprocalProcessingAsync`,
`DeleteReferencesInverseFailureRestoresSourceAsync`, and
`DeleteReferencesUnexpectedFailureRestoresSourceWithIndependentToken`.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-07-23 09:19:11 +02:00
Marc Schier 8538f531e7 Update paths for the consolidated repository layout 2026-07-16 06:26:05 +02:00
Marc Schier 7cec2d614d Move repository files to the consolidated layout 2026-07-16 06:25:54 +02:00