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Marc Schier e78d36ce4b Client/server transfer, WSS, and hosting fixes (#4802) 
# Description

Layer 2 of the upstream non-UaLens extraction, with core/types
prerequisite #4801 (`marcschier-extract-core-and-types`). The initial
extraction commit `86ff10d3994f132f7343a929abdae209bc2e69b7` started
from `8881e096fb5e4eaa36f3c13f8caa57733373bd19` and copied exactly 13
client/server paths from #4462 at frozen head
`390c4a7a51b71da40caec2d22ef74518bbe670ce`, using its original base
`5b03e9afa492cdb36049ee52ae844f630f89d8db`. Those initial blobs were
source-identical; the core/types layer was not duplicated or rewritten.

- Add bounded temporary-file copying with byte/request limits, session
ownership checks, and independent bounded cleanup.
- Refresh revised monitored-item parameters after snapshot transfer and
notify the target handler after successful handle synchronization.
- Apply WSS opening deadlines while preserving caller cancellation, and
cover the wire envelope and request timeout behavior.
- Make hosted server presets honor role configuration without replacing
an explicitly registered role manager; include the corresponding tests
and documentation.

**Review follow-up:** commit `a5c8fe0884ad3346106529deba71d93c5df20a9a`
intentionally corrects three defects in the extracted bounded-copy
implementation. It captures one `SessionRequestContext` for managed
transfers, calls the standard `FileType.Close` declaration without
metadata discovery, and retains valid generation handles before
rejecting non-Good status or malformed metadata. Read/Close remain
strictly validated, and transfer/cleanup failures remain independently
visible. The follow-up also adds 21 direct-client regression cases and
updates `docs/FileSystemClient.md`, bringing this PR to 15 changed
paths. The current bounded-copy implementation is therefore
intentionally no longer identical to the frozen source.

No UaLens projects/UI, AMB or Machinery implementations, samples,
CI/native renderer changes, release changes, or generic infrastructure
files are included. The follow-up does not merge/rebase a lower or upper
stack layer.

**Current review-fix validation:** normal analyzers and
warnings-as-errors remained enabled, using the existing SDK **10.0.401**
without changing `global.json`, installing an SDK, or adding
suppressions. The final file-system and session-context selection passed
**241 tests on net10.0 and 241 tests on net48**, with **0 failed and 0
skipped** on each. Both selections include all 21 new regressions.
Before the production fix, the first 20-case regression suite had 13
failures and 7 passes, reproducing the lost cleanup, cancellation,
session-recreation and Close-discovery defects. An additional
deterministic recovery-gate race case was then added and passed on both
frameworks. Informational-severity formatting/style/analyzer checks
passed for the changed C# files.

| Review requirement | Direct regression evidence |
| --- | --- |
| Pin the managed generation through copying and cleanup |
`CopyRejectsRecreatedManagedGenerationAsync`,
`CopyRejectsRecoveryBetweenGenerationAndReadDispatchAsync` |
| Preserve a generation response that returns after cancellation |
`ManagedCopyClosesHandleReturnedAfterCancellationAsync` with immediate
and delayed responses through a real managed transport lease |
| Do not spend the Close deadline discovering metadata |
`CopyUsesDeclarationCloseWithoutDiscoveryAsync` for ordinary and managed
sessions |
| Retain valid handles before rejecting generation status/metadata |
`CopyClosesHandleBeforeRejectingGenerationStatusAsync`,
`CopyClosesHandleFromMalformedGenerationResponseAsync` |
| Preserve error semantics and strict Read/Close validation |
`CopyRejectsGenerationWithoutInventingHandleAsync`,
`CopyPreservesGenerationAndCleanupFailuresAsync`,
`CopyKeepsReadAndCloseStatusValidationAsync` |

<details>
<summary>Exact review-fix validation commands and results</summary>

Commands ran from this layer's repository root. The following variables
expand the actual executable, filters and results paths. Console logs
and TRX reports were retained in the session artifacts.

```powershell
$dotnet = 'D:\git\UA-.NETStandard_master\TestResults\ualens-528-deep-repro\sdk\dotnet.exe'
$env:DOTNET_ROOT = 'D:\git\UA-.NETStandard_master\TestResults\ualens-528-deep-repro\sdk'
$env:DOTNET_ROOT_X64 = $env:DOTNET_ROOT
$env:DOTNET_CLI_TELEMETRY_OPTOUT = '1'
$client = 'tests\Opc.Ua.Client.Tests\Opc.Ua.Client.Tests.csproj'
$filter = 'FullyQualifiedName~Opc.Ua.Client.Tests.FileSystem|FullyQualifiedName~Opc.Ua.Client.Tests.SessionContexts'
$r10 = 'C:\Users\mschier\.copilot\session-state\9b51b89f-b5ed-4ed7-a097-cca67efe7b0e\files\feedback-net10'
$r48 = 'C:\Users\mschier\.copilot\session-state\9b51b89f-b5ed-4ed7-a097-cca67efe7b0e\files\feedback-net48'

# Before modifying production code, after the new tests compiled:
& $dotnet test $client --no-restore -c Release -f net10.0 -p:CustomTestTarget=net10.0 --filter 'FullyQualifiedName~TemporaryFileTransferClientBoundedReadTests' --logger 'trx;LogFileName=bounded-copy-feedback-red.trx' --results-directory $r10 --verbosity quiet
# Expected regression failure: Passed: 7, Failed: 13, Skipped: 0.

# After the production fix, before adding the explicit queued-recovery case:
& $dotnet test $client --no-restore -c Release -f net10.0 -p:CustomTestTarget=net10.0 --filter 'FullyQualifiedName~TemporaryFileTransferClientBoundedReadTests' --logger 'trx;LogFileName=bounded-copy-feedback-green.trx' --results-directory $r10 --verbosity quiet
# Passed: 20, Failed: 0, Skipped: 0.

# Final complete affected selections, including all 21 new cases:
& $dotnet test $client --no-restore -c Release -f net48 -p:CustomTestTarget=net48 --filter $filter --logger 'trx;LogFileName=file-system-context-feedback-final.trx' --results-directory $r48 --verbosity quiet
# Passed: 241, Failed: 0, Skipped: 0.

& $dotnet test $client -c Release -f net10.0 -p:CustomTestTarget=net10.0 --filter $filter --logger 'trx;LogFileName=file-system-context-feedback-final.trx' --results-directory $r10 --verbosity quiet
# Passed: 241, Failed: 0, Skipped: 0.

$sourceFile = 'D:\git\copilot-worktrees\UA-wot-d3-final\marcschier-improved-invention\src\Opc.Ua.Client\FileSystem\TemporaryFileTransferClient.BoundedRead.cs'
$testFile = 'D:\git\copilot-worktrees\UA-wot-d3-final\marcschier-improved-invention\tests\Opc.Ua.Client.Tests\FileSystem\TemporaryFileTransferClientBoundedReadTests.cs'
$env:CustomTestTarget = 'net48'
& $dotnet format 'src\Opc.Ua.Client\Opc.Ua.Client.csproj' --include $sourceFile --no-restore --verify-no-changes --severity info --verbosity quiet
# Passed, exit 0.
$env:CustomTestTarget = 'net10.0'
& $dotnet format $client --include $testFile --no-restore --verify-no-changes --severity info --verbosity quiet
# Passed, exit 0.

git diff --check
# Passed. CRLF, final newlines and the 120-column C# limit were also checked.
```

Initial no-restore test attempts after switching frameworks exited
without executing tests and were not counted as passes. Diagnostic
`dotnet build ... --no-restore` runs reported `NETSDK1005` for the
missing framework assets; normal restore was then allowed.
Test-authoring compile errors were corrected before recording the red
run, without suppressions. Intermediate broader selections passed
240/240 on each framework before the queued-recovery case increased the
final count to 241.

</details>

**Initial-extraction validation (commit
`86ff10d3994f132f7343a929abdae209bc2e69b7`):** these results are
historical, not a claim that the broader initial selections were rerun
after the review fix. The server test assembly was built as a dependency
of the client project before its `--no-build` runs.

| Initial targeted scope | net10.0 | net48 |
| --- | --- | --- |
| Client subscriptions and file system | Passed: 546, Failed: 0,
Skipped: 0 | Passed: 542, Failed: 0, Skipped: 0 |
| Hosted roles, identity, composition, fluent APIs and builder coverage
| Passed: 164, Failed: 0, Skipped: 0 | Passed: 164, Failed: 0, Skipped:
0 |
| WebAPI WSS transport | Passed: 37, Failed: 0, Skipped: 0 | Not
supported: the repository excludes this .NET 8+ test project on net48 |
| V2 transfer and snapshot integration | Passed: 6, Failed: 0, Skipped:
0 | Passed: 6, Failed: 0, Skipped: 0 |

The first broader net48 hosting run had **9 startup timeouts and
certificate leaks** (155 passed). A single startup case reproduced the
failure. With only a shorter `NUnit.WorkDirectory`, the isolated case
and then all 164 hosting cases passed, with certificate leak tracking
enabled and no teardown leaks. This is consistent with the fixture's
documented .NET Framework PKI path-length constraint; no source or
diagnostic suppression was changed. Both failed runs and successful
reruns are recorded below.

**Deferred coverage:** the broader domain-level
`MachineryResultTransferTests*.cs` fixtures remain in Machinery layer
#4804. They were not imported or run here. This review follow-up adds
direct-client coverage for the three defects instead. The Machinery
owner has been informed that the old expectations for failed Close
discovery and zero cleanup after a returned non-Good generation response
must be reconciled when the lower fixes are propagated.

**Not run:** complete `UA.slnx` suites on net48/net10.0, a coverage
measurement, CI/CodeQL completion, native/fuzz qualifications, or
package publishing. This remains a draft pending full-stack integration
and CI evidence.

<details>
<summary>Initial-extraction validation command arguments and
outcomes</summary>

All commands ran from this layer's repository root. Variables below
expand the executable, project paths, filters and results directories
used by the actual commands; test output was also retained in
session-local log files.

```powershell
$dotnet = 'D:\git\UA-.NETStandard_master\TestResults\ualens-528-deep-repro\sdk\dotnet.exe'
$env:DOTNET_ROOT = 'D:\git\UA-.NETStandard_master\TestResults\ualens-528-deep-repro\sdk'
$env:DOTNET_ROOT_X64 = $env:DOTNET_ROOT
$env:DOTNET_CLI_TELEMETRY_OPTOUT = '1'
$r10 = 'C:\Users\mschier\.copilot\session-state\9b51b89f-b5ed-4ed7-a097-cca67efe7b0e\files\validation-net10'
$r48 = 'C:\Users\mschier\.copilot\session-state\9b51b89f-b5ed-4ed7-a097-cca67efe7b0e\files\validation-net48'
$client = 'tests\Opc.Ua.Client.Tests\Opc.Ua.Client.Tests.csproj'
$server = 'tests\Opc.Ua.Server.Tests\Opc.Ua.Server.Tests.csproj'
$webapi = 'tests\Opc.Ua.Bindings.Https.WebApi.Tests\Opc.Ua.Bindings.Https.WebApi.Tests.csproj'
$subscriptions = 'tests\Opc.Ua.Subscriptions.Tests\Opc.Ua.Subscriptions.Tests.csproj'
$clientFilter = 'FullyQualifiedName~Opc.Ua.Client.Subscriptions|FullyQualifiedName~Opc.Ua.Client.Tests.FileSystem'
$serverFilter = 'FullyQualifiedName~HostedRolePresetTests|FullyQualifiedName~IdentityHostingTests|FullyQualifiedName~ServerFluentApiHostingTests|FullyQualifiedName~ServerCompositionHostingTests|FullyQualifiedName~OpcUaServerBuilderExtensionsCoverageTests'
$subscriptionFilter = 'FullyQualifiedName~Opc.Ua.Subscriptions.Tests.TransferSubscriptionTests|FullyQualifiedName~Opc.Ua.Subscriptions.Tests.SubscriptionSnapshotTests'

& $dotnet --version
# Passed: 10.0.401.

& $dotnet test $client --no-restore -c Release -f net10.0 -p:CustomTestTarget=net10.0 --filter $clientFilter --logger 'trx;LogFileName=client-net10.trx' --results-directory $r10 --verbosity quiet
# Exit 0 but no tests executed: missing restore metadata. NOT counted as validation.

& $dotnet build $client --no-restore -c Release -f net10.0 -p:CustomTestTarget=net10.0 --verbosity quiet
# Failed: NETSDK1004, missing obj\project.assets.json. Normal restore was then allowed in test commands.

& $dotnet test $client -c Release -f net10.0 -p:CustomTestTarget=net10.0 --filter $clientFilter --logger 'trx;LogFileName=client-net10.trx' --results-directory $r10 --verbosity quiet
# Passed: 546, Failed: 0, Skipped: 0.

& $dotnet test $server --no-build --no-restore -c Release -f net10.0 -p:CustomTestTarget=net10.0 --filter $serverFilter --logger 'trx;LogFileName=server-net10.trx' --results-directory $r10 --verbosity quiet
# Passed: 164, Failed: 0, Skipped: 0.

& $dotnet test $webapi -c Release -f net10.0 -p:CustomTestTarget=net10.0 --filter 'FullyQualifiedName~WebApiWssTransportChannelTests' --logger 'trx;LogFileName=webapi-net10.trx' --results-directory $r10 --verbosity quiet
# Passed: 37, Failed: 0, Skipped: 0.

& $dotnet test $client -c Release -f net48 -p:CustomTestTarget=net48 --filter $clientFilter --logger 'trx;LogFileName=client-net48.trx' --results-directory $r48 --verbosity quiet
# Passed: 542, Failed: 0, Skipped: 0.

& $dotnet test $server --no-build --no-restore -c Release -f net48 -p:CustomTestTarget=net48 --filter $serverFilter --logger 'trx;LogFileName=server-net48.trx' --results-directory $r48 --verbosity quiet
# Failed: Passed: 155, Failed: 9, Skipped: 0; startup timeouts and 9 undisposed certificates at teardown.

& $dotnet test $subscriptions -c Release -f net48 -p:CustomTestTarget=net48 --filter $subscriptionFilter --logger 'trx;LogFileName=subscriptions-net48.trx' --results-directory $r48 --verbosity quiet
# Passed: 6, Failed: 0, Skipped: 0.

& $dotnet test $subscriptions -c Release -f net10.0 -p:CustomTestTarget=net10.0 --filter $subscriptionFilter --logger 'trx;LogFileName=subscriptions-net10.trx' --results-directory $r10 --verbosity quiet
# Passed: 6, Failed: 0, Skipped: 0.

& $dotnet msbuild $webapi -p:CustomTestTarget=net48 -p:TargetFramework=net48 -getProperty:TargetFramework,RestrictForLegacyTfm,_RestrictedToLegacyTfm,IsTestProject,EnableDefaultCompileItems
# Passed: net48 / true / true / false / false. Confirms the net48 project is an empty non-test shell.

# Each following diagnostic invocation had certificate allocation tracking enabled.
$env:OPCUA_CERTIFICATE_LEAK_TRACKING = '1'

& $dotnet test $server --no-build --no-restore -c Release -f net48 -p:CustomTestTarget=net48 --filter 'FullyQualifiedName~HostedRolePresetTests' --logger 'trx;LogFileName=hosted-role-net48.trx' --results-directory $r48 --verbosity quiet
# Passed: 10, Failed: 0, Skipped: 0.

& $dotnet test $server --no-build --no-restore -c Release -f net48 -p:CustomTestTarget=net48 --filter 'FullyQualifiedName~ServerFluentApiHostingTests.AddServerWithCustomServerStartsCustomServerAsync' --logger 'trx;LogFileName=hosting-startup-net48.trx' --results-directory $r48 --verbosity quiet
# Failed: Passed: 0, Failed: 1, Skipped: 0; 30-second startup timeout and one certificate leak.

# A fresh, dedicated short working directory was created for the following two runs.
& $dotnet test $server --no-build --no-restore -c Release -f net48 -p:CustomTestTarget=net48 --filter 'FullyQualifiedName~ServerFluentApiHostingTests.AddServerWithCustomServerStartsCustomServerAsync' --logger 'trx;LogFileName=hosting-startup-net48-shortpath.trx' --results-directory $r48 --verbosity quiet -- 'NUnit.WorkDirectory=D:\Temp\opc-l2-6caf4556'
# Passed: 1, Failed: 0, Skipped: 0; no certificate leak.

& $dotnet test $server --no-build --no-restore -c Release -f net48 -p:CustomTestTarget=net48 --filter $serverFilter --logger 'trx;LogFileName=server-net48-shortpath.trx' --results-directory $r48 --verbosity quiet -- 'NUnit.WorkDirectory=D:\Temp\opc-l2-6caf4556'
# Passed: 164, Failed: 0, Skipped: 0; no certificate leak or assembly-level teardown error.
# The dedicated short working directory and its generated PKI contents were removed afterward.
```

TRX inspection confirmed all initially added client (3), WSS (4), and
hosted-role (10) regression cases executed on supported frameworks. The
initial 13-path set and source blobs were verified before the extraction
commit. A separate mistyped SDK availability probe
(`uals-528-deep-repro` instead of `ualens-528-deep-repro`) failed before
launching any process; all actual builds/tests used the correct verified
SDK above.

</details>

## Related Issues

Related to #4461; extracted from source PR #4462. Neither is closed by
this PR. Prerequisite: #4801, the core/types layer.

_If this is a relatively large or complex change, a design must have
been discussed in the related tracking issue and signed off (which
becomes the Architectural Decision Record (ADR))._

## 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.
- [x] I have addressed **all** PR feedback received.
 2026-10-15 19:29:42 +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
Copilot 37b552254e Recover transferred notifications immediately after a subscription transfer (#4500) 
# Description

The V2 (managed) subscription engine republishes retransmission-queue
entries only while gap-walking sequence numbers in
`MessageProcessor.ProcessMessageCoreAsync`, which requires a *new data
message* to arrive. `Subscription.TryCompleteTransferAsync` merely
stored the `AvailableSequenceNumbers` returned by
`TransferSubscriptions`, so a subscription that stayed quiet — or that
only emitted keep-alives, which deliberately do not advance the data
dedup gate — never recovered the notifications the previous session left
behind. The V2 engine therefore did not deliver the classic
`RepublishAfterTransfer` guarantee that `docs/Subscriptions.md` claimed
it did implicitly.

Changes:

- **`MessageProcessor.RecoverTransferredMessagesAsync` (new,
protected)** — republishes every sequence number reported available by
`TransferSubscriptions`, oldest-first with wrap-aware ordering (Part 4
§7.30.5), serialized on the message dispatch gate and marked as dispatch
context. Afterwards it advances `LastDataSequenceNumberProcessed` /
`LastSequenceNumberProcessed` past the whole set — the server already
sent those messages, so the next publish must not be treated as the
first message after create — and clears the recovered entries from
`AvailableInRetransmissionQueue`. Empty input short-circuits before
taking the gate.
- **`Subscription.TryCompleteTransferAsync`** — calls the recovery after
releasing the state lock, so a notification handler may re-enter the
subscription. The transfer has already succeeded at that point, so
recovery errors are logged
(`SubscriptionFailedToRecoverTransferredMessages`) rather than reported
as a failed transfer; caller-requested cancellation still propagates.
- **Docs** — the `s.RepublishAfterTransfer` row in the classic→V2
mapping table now describes the actual (always-on, transfer-driven)
behavior.
- **Tests** — `MessageProcessorTests`: ordered recovery with no
subsequent publish and no duplicate republish afterwards, empty-input
no-op, ordering across the `uint.MaxValue → 1` wrap, and a failed
republish that still advances the gate.

Notes for review:
- The helper takes `IReadOnlyList<uint>` rather than `ArrayOf<uint>` to
match the surrounding transfer surface
(`IManagedSubscription.TryCompleteTransferAsync`,
`MessageProcessor.OnPublishReceivedAsync`, the internal
`AvailableInRetransmissionQueue` field); wrapping only this member would
add conversions without changing public API.
- Unlike classic, only *consecutive* top-of-queue entries are not
special-cased — the whole available set is recovered, matching the
existing V2 first-message-after-create path.

## Related Issues

The managed engine's transfer path did not recover pending notifications
on quiet subscriptions; see the classic-engine counterpart discussion
referenced in the issue.

## Checklist

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

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

<!-- START COPILOT CODING AGENT SUFFIX -->

- Fixes #4498

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: marcschier <11168470+marcschier@users.noreply.github.com>
 2026-09-18 09:12:40 +02:00
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 7d5f7a7076 Add shared stack APIs and fixes used by UaLens (#4464) 
# Description

Extract shared stack, regression-test, sample and documentation changes
from draft #4462 into a separate prerequisite PR. The PR now contains
**19 shared paths**: the original eighteen extracted files plus a
focused user-management regression file added during review. It does not
include UaLens source, desktop dependencies, solution registrations or
application documentation.

## Changes

- Correct the V2 ConditionRefresh target and response validation. Bound
disposal-time remote subscription deletion with an independent
five-second TimeProvider-backed cancellation deadline, allowing local
cleanup after a server outage. This is a per-delete limit, not a global
application shutdown deadline.
- Preserve configured PubSub writer message/header settings, canonical
numeric JSON publisher matching, and flattened DataValue
quality/timestamps.
- Add asynchronous user-management client wrappers over the generated
standard proxy, and set file/directory method declaration IDs needed by
typed client workflows.
- Enable AI client NativeAOT compatibility and add focused AI client
regressions.
- Enable the ConsoleReferenceServer file-system node manager and
configure 1 ms publishing/sampling demonstrations. These sample defaults
do not promise hard real-time delivery.
- Document the subscription and PubSub behavior. Make the new
subscription/PubSub regression helpers portable to .NET Framework
without weakening their assertions.

## Review follow-up

Commit `812297ce1` aligns both public `ListUsersAsync` signatures with
`ValueTask<ArrayOf<UserManagementUser>>`. The implementation constructs
its result directly from an owned snapshot array, without an
intermediate list.

Five focused cases pass on **net10.0 and net48**:
`ListUsersReturnsArrayOfSnapshotsAsync` checks both interface and
concrete entry points and preserves snapshot order, values and flags;
`ListUsersReturnsEmptyArrayAsync` covers typed-empty and missing values;
`ListUsersPreservesBadReadStatusAsync` checks the exact server failure
status.

All **eight single-line XML summaries** were converted to multi-line
form. A complete scan of the fourteen changed C# files, including the
new test, finds zero remaining single-line summaries. Scoped
whitespace/line-ending verification passes.

The sole UaLens caller was adapted separately in draft #4462
(`4caf69f33`). A fresh combined dependency-graph build and all **924
UaLens net10.0 tests** pass with both changes. Each of the three review
threads received an action-taken reply and was resolved only after the
fixes were pushed and verified.

## Split boundary

The branch originated at `a45105375`; the subsequent master merge
`f209f3804` incorporates upstream `4633aa7a3`. The original shared
changes and review regression remain separate from the app. Draft #4462
retains `tools\Opc.Ua.Lens`, `tests\Opc.Ua.Lens.Tests`, and its six
solution/package/documentation integration files.

**Merge this prerequisite before the UaLens draft.** The draft consumes
the extracted APIs. Published history is preserved; neither PR has been
merged automatically.

## Initial split validation

The following results describe the initial split validation at
`fa7199afa`; current review-specific validation is recorded above.

| Scope | net10.0 | net48 |
|---|---:|---:|
| Client subscription/file-system tests | 168 passed | 168 passed |
| Server file-system/user-management tests | 244 passed | 244 passed |
| PubSub writer/reader regressions | 34 passed | 34 passed |
| ConsoleReferenceServer build | Passed | Passed |

The corrected portable regression helpers were rechecked on net10.0
after the net48 fixes. The combined UaLens application also passed its
924-case net10.0 suite before extraction.

**Focused NativeAOT: 16 passed, zero failed/skipped.** A session-local
TUnit runner linked the exact committed `AIClientAotTests.cs` and
referenced the real AI client project. It published without warnings or
suppressions and executed as a genuine Windows native binary with no CLR
header.

The canonical `Opc.Ua.Aot.Tests` project was blocked by pre-existing
CS8632 nullable-annotation errors in unchanged upstream
`SchemaAotTests.cs` (lines 82, 127, 129 and 132). Its existing nullable
configuration and all upstream tests were preserved; the focused result
is not a claim that the full AOT test project builds.

The net48 hosting selection uses a short NUnit WorkDirectory: the
existing fixture builds long PKI paths that otherwise exceed the
platform's path limit. The original full selection passed without test
exclusions, source changes or increased timeouts.

Scoped builds reported inherited warnings in unchanged upstream files:
CA1508 in `ReferenceBuilderExtensions.cs`, CA1861 in
`NodeSetImportIntegrationTests.cs`, and net48 CA1823 in
`DefaultNodeIdFactory.cs`. They were not suppressed or folded into this
split. Full-solution, coverage and CI/CodeQL gates remain unasserted.

## Related Issues

- Tracking/design review: #4461.
- Prerequisite extracted from draft #4462.

## Checklist

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

Tests and scoped results are documented above; measured coverage,
inherited-warning qualification, CLA status, full-solution results and
CI completion are not asserted by these checkboxes.

---------

Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>
 2026-09-09 19:22:06 +00:00
Copilot d525bc3f28 Bound reconnect cleanup and organize samples by domain (#4276) 
# Description

This PR fixes bounded ManagedSession reconnect cleanup and reorganizes
the sample applications into domain-focused folders.

## Reconnect cleanup

- Bounds reconnect integration cleanup with independent 30-second close
and dispose limits.
- Sends `CloseSession` through the awaited transport request path during
`Session.DisposeAsync`.
- Preserves explicit `Session.CloseAsync` behavior that waits for or
cancels outstanding publish requests.
- Covers the disposal request path with a regression test.

## Sample organization

- `samples/OpenUsd`: `GeneratorServer`, `SiteCompositionServer`
- `samples/Redundancy`: `RedundantClient`, `RedundantServer`,
`RedundantPubSub`
- `samples/Isa95`: `MinimalIsa95Server`
- `samples/MinimalApi`: `MinimalBoilerServer`, `MinimalCalcServer`,
`MinimalClient`
- `samples/DI`: `PumpDeviceIntegrationServer`
- `samples/Lds`: `ConsoleLdsServer`
- `samples/Reference`: `ConsoleReferenceClient`,
`ConsoleReferenceServer`
- `samples/PubSub`: `ConsoleReferencePubSubClient`

`UA.slnx` now exposes the same requested domain groups. Project
references, tests, runtime sample probes, CI workflows, Dockerfiles,
Compose files, helper scripts, and documentation were updated to the new
paths. `samples/Robotics/MinimalRobotServer` remains under `Robotics`.

## Validation

- `dotnet build UA.slnx`
- 3 Redundancy short-haul sample tests
- 70 DI sample tests
- 914 OpenUSD tests
- 1 WotCon model-materialization test
- 137 AOT tests
- `docker compose config` for all 6 moved Redundancy Compose files

## Related Issues

- Fixes #4273

## Checklist

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

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: marcschier <11168470+marcschier@users.noreply.github.com>
Co-authored-by: Marc Schier <mschier@microsoft.com>
Co-authored-by: Marc Schier <marcschier@users.noreply.github.com>
Copilot-Session: a2c2838f-74ae-4997-a1d4-50574d9e0636
 2026-08-21 04:35:47 +00:00
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