Commit Graph
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Author SHA1 Message Date
d7dd1b0369 Fix telemetry component assembly identification (#4490)
# Description

Telemetry extensions resolved meters and activity sources as
`Opc.Ua.Types`, with results dependent on helper inlining. This
prevented reliable attribution to the emitting component.

- **Existing telemetry contract**: Add `CreateMeter(Assembly)` and
`GetActivitySource(Assembly)` directly to `ITelemetryContext`. The
separate `IAssemblyTelemetryContext` interface has been removed.
- **Reliable component attribution**: Capture the caller assembly in
non-inlined `CreateMeter`, `GetActivitySource`, and `StartActivity`
extensions, then forward it to the existing telemetry context.
- **Call-site routing and fallback**: Keep non-null meter calls on
`telemetry.CreateMeter()`. Use explicit
`TelemetryExtensions.CreateMeter(telemetry)` for nullable-context
fallback. Preserve default meter/activity-source fallback when a context
returns null.
- **Coverage and documentation**: Cover caller-assembly naming,
direct-context and extension routing, activity creation, and null-result
fallback. Update diagnostics examples, OpenTelemetry filters, and
migration guidance.

**Compatibility:** Direct implementations of `ITelemetryContext` must
implement the two new assembly-aware members. `TelemetryContextBase`
supplies both. This interface addition is documented in the 2.0
migration guide; legacy implementer compatibility is not claimed.

## Local validation

The Release build and focused `TelemetryExtensionsTests` fixture pass on
both target frameworks:

| Target | Result |
| --- | --- |
| net10.0 | Passed: 6, Failed: 0, Skipped: 0 |
| net48 | Passed: 6, Failed: 0, Skipped: 0 |

Both builds emit existing CA5394 warnings in
`NodeStateChildNameIndexTests.cs`, which is unchanged by this PR. The
full solution test suite was not run during this feedback pass.

## Related Issues

## 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.

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

- Fixes #4483

---------

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 <marcschier@users.noreply.github.com>
2026-09-16 11:07:17 +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 9f14ddf5de Preserve non-child hierarchical references during NodeSet import (#4491)
# Description

Preserve forward and inverse same-namespace hierarchical references that
are not already represented by the NodeSet importer's parent/child
relationship. A reference is implicit only when both its endpoints and
its exact reference type match the selected ownership relationship;
additional links do not reparent their targets.

Also fix the generated-reference duplication that blocked the previous
attempt in #4473. Inherited and declared `NodeDesign` objects can differ
structurally while resolving to the same runtime reference.
Deduplicating by the emitted reference-type ID, direction, and target ID
prevents identical `AddReference` calls from throwing during
Robotics/OpenUSD startup.

- Add 21 importer/generator regression cases, including a minimized
recursive-placeholder reproduction of the startup failure.
- Strengthen the reference-server test to check the original missing
forward links, inverse counterparts, subtype filtering, and unchanged
ownership.
- Document ownership versus graph references in `docs/NodeManagers.md`.

## Validation

Confirmed the missing-reference cases fail before the importer fix, and
the minimized duplicate-reference case fails before the generator fix.
The original Robotics/OpenUSD fixture passed before the changes, failed
with the importer-only candidate, and passes with both fixes.

| Suite | net10.0 | net48 |
| --- | --- | --- |
| SourceGeneration.Core.Tests | 3,961 passed; 8 existing skips | 3,961
passed; 8 existing skips |
| SourceGeneration.Stack.Tests | 94 passed | 91 passed |
| SourceGeneration.Tests | 185 passed | 185 passed |
| Di.Tests, including all 17 RobotOpenUsdE2eTests | 425 passed | 425
passed |
| ReferenceServerTests | 45 passed | 45 passed |

Executed using `CustomTestTarget` with `dotnet test
tools/SourceGeneration.slnx`, the Di test project, and the
`ReferenceServerTests` filter in the Server test project. Scoped
whitespace/style checks and `git diff --check` also passed for the
changed code. Pre-existing analyzer diagnostics outside the changes were
left untouched.

The full `UA.slnx` test suite has not been run locally. CI and CodeQL
results remain pending.

## Related Issues

- Fixes #4484.
- Addresses the hierarchical-reference limitation deliberately deferred
in #4473.

## Checklist

- [ ] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.
2026-09-15 13:06:47 +00:00
romanettandClaude Opus 5 747f635518 Fix the Opc.Ua.Core defects from the server/core audit (#4475)
# Description

Fixes every `src/Opc.Ua.Core` item found by a twelve-reviewer audit of
`src/Opc.Ua.Server` + `src/Opc.Ua.Core` taken at 0e600c0f0, across all
three tiers of that report (security/data-loss/crash, confirmed
functional, and reviewer-traced). **The `src/Opc.Ua.Server` half of the
audit is deliberately out of scope here** and remains open.

## Security and resource safety

- **Explicitly configured trusted certificates were ignored.**
`CertificateTrustList.TrustedCertificates` (the `<TrustedCertificates>`
config element, `SecurityConfiguration.AddTrustedPeer`) never reached
the validator, so a peer trusted only that way was rejected with
`BadCertificateUntrusted`. The list now travels from configuration
through `TrustListEntry` into `TrustListState`, and is consulted both
when deciding trust and when completing a chain — OPC 10000-4 6.1.3:
"The list of trusted Certificates may contain a Certificate issued to
another Application or it may be a Certificate belonging to a CA". The
store is still consulted first, so a CA configured both ways keeps its
CRL check. Cached validation cores are evicted when a trust list is
re-registered, so a reconfiguration actually takes effect.
- **Unauthenticated receive-buffer leak.** `SaveIntermediateChunk` now
always takes ownership of the chunk: it either stores it or returns it
to the `BufferManager`. A server without a `None` endpoint gives every
TCP client a discovery-only channel, and each non-discovery request
leaked one `ReceiveBufferSize` buffer. Added `TakeSavedChunks` for the
"body already saved" case; passing the chunk again would have queued the
same buffer twice. A channel torn down while a multi-chunk message is
still arriving now releases what it had buffered, which nothing did
before.
- **Decrypted OpenSecureChannel buffers** are returned when verification
fails, including the sibling paths where the sequence-number or
certificate check rejects the message *after* the body was handed back.
- **RSA Diffie-Hellman peer values** are validated against `2 <= y <=
p-2` (RFC 7919 5.1), so the shared secret can no longer be forced to a
known constant by sending 0, 1 or p-1.
- **`RemovePadding` verified no padding at all** for channel messages:
the loop started at `data.Offset` and stopped at `paddingSize`, so on
any message with a header it ran zero times. The filler loop is
corrected — OPC 10000-6 6.7.2.5.1: "The value of each byte of the
padding is equal to PaddingSize" — and the signature is now checked
*before* the padding is inspected so the two failures cannot be told
apart.
- **Key material zeroing** on the ECC secret path: the plain text, the
derived key and IV, and the ECDH shared secret, on both sides. The
decrypt wipe covers the failure path too, which is the one that matters
— the body is decrypted in place before the signature is verified.
- **HTTPS responses** are read with `ResponseHeadersRead` and bounded by
`MaxMessageSize`, instead of the whole body being allocated before the
limit was applied.
- **`X509CertificateStore.IsRevokedAsync`** reports an unanswerable
revocation check as `BadCertificateRevocationUnknown` instead of
throwing. The throw surfaced as an unsuppressible
`BadCertificateInvalid` and failed every CA-issued certificate on Linux
and macOS. See reviewer note 2.
- **Certificate handle ownership**: `ClientChannelManager` AddRefs what
it hands to a transport that disposes it (and releases it again when the
channel never opens), `CertificateTrustList` releases the handle `Add`
took its own reference to, and `X509CertificateStore` disposes the
platform handles nothing else owns.

## Transport

- The receive loop is now **one atomically swapped epoch of (transport,
token)**, so a reconnect that binds a new socket to an existing channel
supersedes the old loop rather than racing it. Previously the supersede
path was unguarded and could start two readers on one socket, dispose an
in-use `CancellationTokenSource`, and leak one per reconnect.
- A **reconnect hand-over detaches the transport before closing
anything**, so the socket the adopted channel now answers on is not
closed underneath it. Previously the queued `OpenSecureChannelResponse`
failed with `BadConnectionClosed` and reconnect to a dropped channel
could never succeed.
- A blocked or unservable **accepted socket is closed** rather than left
open until process exit.
- An **invalid response sequence number reconnects the channel** instead
of throwing into a handler that did nothing, which left the pending
request hanging until timeout. OPC 10000-6 6.7.7 requires the receiver
to close the channel, and the same section requires the error to be
logged — which `HandleMessageProcessingError` now does instead of
discarding it silently.
- The **abort chunk** is encoded against the room the chunk has rather
than what it currently holds, so a short offending chunk can still carry
the error body (OPC 10000-6 6.7.3).

## Discovery and endpoints

- `GetEndpoints` no longer drops the HTTPS and WSS JSON/OpenAPI
endpoints, and no longer collapses them onto the binary one (the dedup
ignored `TransportProfileUri`). `profileUris` filtering matches them too
— OPC 10000-4 5.5.4.2 defines it as the "List of Transport Profile that
the returned Endpoints shall support", and a client asking for the JSON
profile previously got an empty list back. Results are ordered
deterministically with **binary first**, so a client that takes the
first endpoint that fits keeps getting the one it got before these twins
were published.

## Smaller confirmed defects

`FilterEvaluator.InList` returned after the first string operand;
`SelectedUserTokenPolicy` setter always ended at `-1`;
`Utils.UpdateExtension` could not delete; a lease holder never stepped
down while the shared store was unreachable *or hanging*;
`IsUriHttpRelatedScheme` never matched `http`;
`SessionLessServiceMessage` dropped a single `LocaleId`;
`GetRandomDouble` used `ToSingle` and typed variant arrays ignored the
requested `builtInType`; source-generated log calls never reached the
trace file.

## Related Issues

- No tracking issue was opened for this work; it derives from an audit
report rather than a filed issue. Happy to open one and link it if
maintainers prefer.

## Notes for reviewers

1. **`MaxRejectedCertificates` semantics.**
`ICertificateStore.AddRejectedAsync` documented "0 is unlimited", but
`DirectoryCertificateStore` wrote every certificate and then deleted all
of them at 0 (net effect: store nothing), and `CertificateManager`
clamped a negative value onto 0 and *depended* on that to implement
"clear the store". `SharedKeyValueCertificateStore` meanwhile treated 0
as genuinely unlimited, so the two store types did opposite things at
the same setting. This PR keeps the existing observable behaviour (0 or
less keeps no history and clears what is stored), removes the
write-then-delete-all churn, aligns the KV store, and corrects the
interface doc and `docs/DependencyInjection.md`. **The KV store is the
one place whose behaviour changes** relative to master.

2. **Revocation status where X509Store has no CRLs.** `IsRevokedAsync`
used to throw there, which surfaced as an unsuppressible
`BadCertificateInvalid` and failed every CA-issued certificate on Linux
and macOS - the outage the audit flagged. It now returns
`BadCertificateRevocationUnknown`, which is what the Windows branch of
the same method and a directory store without a CRL already return, and
the status `RejectUnknownRevocationStatus` decides on (OPC 10000-4
6.1.3, Find Revocation List). With the default policy the certificate is
accepted; an operator who opted into strict mode gets a rejection, as
before on master. An earlier revision returned `BadNotSupported`, which
the validator discards outright and which made revocation fail open even
in strict mode; review caught it.
3. **`ManagedChannelKey` gained a `TransportProfileUri`** property and
an optional trailing constructor parameter. Source-compatible, but it is
public API.

## 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.
- [ ] 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.

### Regression test coverage

Each of these fails against `master`'s source and passes with the fix.

| Fix | Test |
|---|---|
| Padding filler bytes were never verified |
`CryptoUtilsSymmetricPaddingTests` — forged filler rejected, plus a
round trip over every padding length |
| Padding removed before the signature was checked |
`CryptoUtilsSymmetricPaddingTests.SymmetricDecryptReportsSignatureFailureAheadOfPadding`
|
| RSA-DH peer value not range checked | `RsaDiffieHellmanPeerValueTests`
— 0, 1, p-1, p, above p, both range boundaries, group mismatch |
| A degenerate DH nonce threw instead of being rejected |
`UaSCBinaryChannelNonceTests` |
| `<TrustedCertificates>` never reached the validator |
`CertificateValidationCoreTests` (peer, issuer, and the negative
control),
`CertificateManagerTests.ExplicitlyTrustedPeerFromConfigurationIsAcceptedAsync`
|
| Cached validation cores survived a trust-list change |
`CertificateManagerTests` — registration after a failed validation, and
`UpdateAsync` onto a different store |
| `MaxRejectedCertificates` normalisation |
`CertificateManagerTests.MaxRejectedCertificatesNormalisesNegativeValues`
|
| `AddRejectedAsync` retention contract |
`RejectedCertificateRetentionTests` — both store types, at zero,
negative and a positive cap |
| PEM rewrite left the old tail behind |
`DirectoryCertificateStoreTests.DeleteFromAMultiCertificatePemFileTruncatesTheFileAsync`
|
| `IsRevokedAsync` threw where CRLs are unsupported |
`CertificateStoreTest.IsRevokedAsyncReportsNotSupportedWithoutCrlSupportAsync`
(runs on Linux/macOS, ignored on Windows) |
| ECC secret left in the caller's buffer |
`EncryptedSecretTests.EccDecryptWipesThePlainTextFromTheCallersBufferOnFailure`
|
| Trust-list read leaked a handle per entry |
`CertificateTrustListHandleTests` |
| A channel that never opened leaked its certificate |
`ClientChannelManagerHandleTests` |
| Chunk ownership, CLO double free, chunk-limit teardown |
`TcpServerChannelBufferTests` (4 new) |
| Receive loop did not follow a replaced transport |
`TcpServerChannelDeterministicTests` (3 new) |
| HTTPS body unbounded, failures unmapped |
`HttpsTransportChannelResponseTests` (5) |
| JSON/OpenAPI endpoints dropped, collapsed, or unordered |
`ServerBaseTransportProfileTests` (12) |
| Channel key ignored the transport profile |
`ClientChannelManagerManagedTests` (2 new) |
| `SelectedUserTokenPolicy` setter always ended at -1 |
`ConfiguredEndpointTests` (4 new) |
| `UpdateExtension` could not delete | `UtilsAdditionalTests` (3 new) |
| A single `LocaleId` was dropped | `SessionLessServiceMessageTests` (2
new) |
| `GetRandomDouble` / typed variant arrays | `DataGeneratorTests` (4
new) |
| `TraceLoggerProvider.IsEnabled` short-circuited every log call |
`TraceLoggerProviderTests` (3 new) |
| A leader never stepped down on an expired lease |
`SharedStoreLeaseElectionTests` (3 new) |
| `FilterEvaluator.InList`, `IsUriHttpRelatedScheme` | existing tests
corrected in the first commit |

**Not covered.** The reconnect hand-over ordering, the OpenSecureChannel
decrypted-buffer returns, the client-side bad-sequence reconnect, the
abort-chunk sizing and the listener closing a blocked socket all need a
two-socket reconnect or a full asymmetric OpenSecureChannel exchange,
which the deterministic channel harness does not model. They are
exercised by the integration suites but not asserted on directly.
## Spec conformance

Where a fix has a normative basis I checked it against the published
specification rather than only against the audit report:

| Change | Reference |
|---|---|
| Every padding filler byte is verified | OPC 10000-6 6.7.2.5.1 — "The
value of each byte of the padding is equal to PaddingSize". The loop
started at `data.Offset` and stopped at `paddingSize`, so on any message
with a header it ran zero times and no filler byte was ever checked. |
| Signature verified before the padding is inspected | OPC 10000-6
6.7.2.5.1 — the signature "includes the headers, all Message data, the
PaddingSize and the Padding"; 6.7.7 — the chunk "shall not be
interpreted until the Message is decrypted and the signature and
sequence number verified". |
| Message-processing errors are logged | OPC 10000-6 6.7.7 — "the
receiver shall log a Bad_SequenceNumberInvalid error", and stacks "shall
have a mechanism to log errors when invalid Messages are discarded". The
handler was an empty method. |
| A bad response sequence number reconnects the channel | OPC 10000-6
6.7.7 — "the receiver shall close the communication channel". It
previously threw into that empty handler and the pending request hung
until timeout. |
| The trust list's own certificates are honoured as peers **and** as
issuers | OPC 10000-4 6.1.3 — "The list of trusted Certificates may
contain a Certificate issued to another Application or it may be a
Certificate belonging to a CA". |
| The abort chunk is sized by the chunk's capacity | OPC 10000-6 6.7.3 —
the abort body is `Error` plus a `Reason` string, so a chunk shorter
than the error body could not carry it. |
| JSON/OpenAPI endpoints are published and match `profileUris` | OPC
10000-4 5.5.4.2 — `profileUris` is the "List of Transport Profile that
the returned Endpoints shall support"; a client asking for the JSON
profile previously got an empty list. |
| RSA-DH peer value restricted to `2 <= y <= p-2` | RFC 7919 5.1, which
the finite-field policies are built on. I found no OPC-specific wording
for this. |

One point where the spec argues against the current shape is called out
in reviewer note 2 below.

### Test runs

On **net10.0**, with `Opc.Ua.Core.Tests` and
`Opc.Ua.Security.Certificates.Tests` also run on **net48**. The
remaining suites were not run on the .NET Framework targets locally, so
that checklist box stays unchecked.

| Suite | Result |
|---|---|
| Opc.Ua.Core.Tests (net10.0) | 4630 passed, 0 failed, 88 skipped |
| Opc.Ua.Core.Tests (net48) | 4545 passed, 0 failed, 104 skipped |
| Opc.Ua.Core.Security.Tests | 556 passed, 0 failed |
| Opc.Ua.Security.Certificates.Tests (net10.0) | 355 passed, 0 failed |
| Opc.Ua.Security.Certificates.Tests (net48) | 353 passed, 0 failed |
| Opc.Ua.Configuration.Tests | 227 passed, 0 failed |
| Opc.Ua.Core.Encoders.Tests | 2929 passed, 0 failed |
| Opc.Ua.Bindings.Https.WebApi.Tests | 346 passed, 0 failed |
| Opc.Ua.Redundancy.Server.Tests | 783 passed, 0 failed |
| Opc.Ua.Client.Tests | 2217 passed, 0 failed |
| Opc.Ua.Server.Tests | 5552 passed, 0 failed |
| Opc.Ua.Sessions.Tests | 778 passed, 0 failed, 379 skipped |
| Opc.Ua.Gds.Tests | 1117 passed, 0 failed |

`Opc.Ua.Sessions.Tests` reports 379 skipped; that is identical to a
`master` baseline run in a separate worktree (security policies the
platform does not advertise), not a regression from this change.

`dotnet format whitespace --verify-no-changes` reports no violations in
any file this PR touches.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-14 08:22:41 +02:00
romanettandClaude Opus 5 ea93c86da2 Fix the Opc.Ua.Client defects reported by the client stack audit (#4471)
# Description

Fixes the 78 `Opc.Ua.Client` findings of a read-only bug audit of
`Opc.Ua.Client` / `Opc.Ua.Types` / `Opc.Ua.SourceGeneration` taken at
a05a36055, plus the regressions a subsequent review of those fixes
turned up. Every behavioural change was checked against the OPC UA
specification, and the citations are in the code comments.

## Session, reconnect and failover

- The reconnect `finally` re-acquired `m_reconnectLock` with the
caller's token, so a cancelled reconnect left the session stuck in
`Reconnecting` forever and every later reconnect failed. It now uses
`CancellationToken.None`.
- An in-place session recreate tore down subscriptions it should not
have: `transferred` is all-or-nothing, so a single failed transfer reset
and recreated the ones the server had just taken over, orphaning them on
the new session. `TransferSubscriptions` now reports the
per-subscription outcome and only the subscriptions the server did not
take over are recreated. A token-reuse failover keeps the same server
session, so nothing is transferred or reset there at all.
- In-place recreate only tears down the channel it created itself; a
caller-supplied channel or a channel-manager lease is left to its owner.
- `Snapshot(out SessionState)` went through the `SessionOptions` record
copy constructor, which drops every member declared on `SessionState`,
so the paired `Snapshot`/`Restore` API could not round-trip.
- The user-token policy override restored the policy URI on failure but
had already disposed the ECC ephemeral key the previous identity needs,
so the identity the rollback claims to preserve could no longer be
reactivated. The key is now parked and restored.
- `SetTriggering` batching sliced the remove list past its end when a
call had more adds than removes (Part 5 §6.3.11 bounds the *sum* of both
arrays, so an individual list may be shorter than the limit).
- The certificate-less `None` attempt dropped the request header, and
with it the ECDH ephemeral key that travels in `additionalHeader` (Part
4 §7.1/§7.15).
- `Session.Equals` compared a `ConfiguredEndpoint` against an
`EndpointDescription`, so a session did not equal a session on the same
endpoint.

## Managed session, pool and connection state machine

- `ManagedSession.Dispose()` blocked on the connection state machine's
worker, which raises `ConnectionStateChanged` synchronously — disposing
from that handler deadlocked permanently. The machine now recognises its
own flow and completes the teardown as the worker's continuation.
- `ManagedSessionFactory` dropped `updateBeforeConnect`, `connection`
and `reverseConnectManager` on all four `CreateAsync` overloads.
- The session pool ran its shared connect on no token at all, so once
the only caller gave up nothing could abort it and
`RemoveAsync`/`DisposeAsync` waited out the whole reconnect budget. Each
entry now owns the token that aborts its connect, and removal closes
*and* disposes the session.
- An explicit `engineFactory` was silently ignored for
`DefaultSessionFactory` subclasses, which quietly downgraded the session
to the classic subscription engine.

## Subscriptions

- Fixed a lock-order inversion between `m_subscriptionLock` and the
partition locks in `CompleteAsync` and `DisposeAsync`.
- `OwnsSubscriptionId` stopped at the first registered subscription
carrying the id — but in the very case it guards, the asker still holds
its own retired id, so the answer depended on `HashSet` enumeration
order and the delete could still tear down a sibling that had been
handed the recycled id.
- `MessageProcessor`'s republish gap walk was unbounded; it is now
bounded by the server's retransmission queue (Part 4 §5.14.5).
- A publish acknowledgement is sent even when a notification handler
throws — the ack means "the server may delete the message" (Part 4
§5.14.5.2), not "I processed it".
- Loaded monitored items did not raise the process-wide client-handle
counter, so a fresh process minted handles that collided with the loaded
ones; a transfer-restored item was also stamped `BadOperationAbandoned`
and left at the default monitoring mode.
- `AutoSetQueueSize` was not idempotent, so the queue size ratcheted up
on every subscription state change.
- The snapshot dropped the partition and recovery options entirely, and
clamped the sampling interval and the secondary-partition idle timeout
to zero — turning the Part 4 §7.21 "use the publishing interval"
sentinel and "never delete an idle partition" into something else.
- The state stream is positional OPC UA binary and the reader cannot
detect an absent field, so appending the partition options would have
mis-decoded every previously saved file. The stream now carries a format
version and the first format is decoded through a frozen copy of its
shape.

## Browse, node cache and the remaining clients

- Managed browse wrote a retry pass's status into whatever node happened
to sit at that offset in the caller's list, and retried
continuation-point errors without any bound. It now keeps the caller's
slot and gives up on passes that make no progress — a fixed pass cap
would cut short a large browse against a conforming server with a small
continuation-point quota.
- Continuation points are released when a consumer stops enumerating
early, as Part 4 §5.9.3.2 requires.
- The node cache reordered its batched results relative to the inputs,
which mispairs them for every consumer that matches positionally; its
supertype walks could also spin forever on a server whose `HasSubtype`
chain loops back on itself.
- A browse error was cached as "this node has no references"; it is now
surfaced to the direct caller, while the bulk and hierarchy walks treat
the node as having no references for that one operation without caching
it, so a single un-browsable node cannot fail a whole batch.
- `WebApiClient` mutated a caller-supplied (typically
`IHttpClientFactory`-pooled) `HttpClient`, which throws once that client
has sent its first request; those instances are configured per request
instead.
- `PathCache` was not thread-safe.

## Review follow-ups

The last two commits are the result of reviewing the audit fixes
themselves. Worth calling out: the `Task.WaitAsync(CancellationToken)`
polyfill in `Opc.Ua.Types` never checked `IsCompleted`, so an
already-finished task plus an already-cancelled token reported
cancellation on every pre-net8.0 target where the BCL overload returns
the result. It is now aligned with the BCL and pinned by a test.

## Related Issues

- No tracking issue; this PR is the result of a read-only audit of the
client stack.

## Checklist

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

### Verification

35 regression tests were added under
`tests/Opc.Ua.Client.Tests/AuditRegressions/` (category
`AuditRegression`), one per fixed defect where the defect is observable
at unit level; most were mutation-checked by reintroducing the bug and
confirming the test fails.

Locally on **net10.0**: `Opc.Ua.Client.Tests` 2252/2252,
`Opc.Ua.Client.ComplexTypes.Tests` 2773/2773,
`Opc.Ua.Bindings.Https.WebApi.Tests` 346/346, and all 23 library and
test projects that reference `Opc.Ua.Client` build clean.
`Opc.Ua.Client` also builds clean for **netstandard2.1**, the target
that actually compiles the `WaitAsync` polyfill. The full **UA.slnx**
solution and the .NET Framework targets have not been run locally — left
to CI.

One pre-existing failure in `Opc.Ua.Types.Tests` is unrelated to this
branch:
`WotSpecFixtureManifestTests.EveryEmbeddedExampleMatchesItsRecordedHash`
(embedded WoT fixture hashes) fails identically with these changes
reverted.

### Notes for reviewers

- Two review findings were deliberately left unfixed and are documented
in the code: `ManagedSession.CreateAsync` has to write the engine choice
onto a caller-supplied `DefaultSessionFactory` subclass (the only
alternative is changing the `ISessionFactory.Create` contract), and the
connection state machine's "am I on my own worker" flag is an
`AsyncLocal`, so it also flows into work a `StateChanged` handler
spawns. The previous behaviour in that second case was a hard deadlock.
- `Session.Dispose()`'s single `GetAwaiter().GetResult()` bridge to
`CloseAsync` is left as is: `Dispose(bool)` must be synchronous and
`DisposeAsync` already exists.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-14 08:22:28 +02:00
Marc Schier 2d9088119b Fix alias startup ordering and retained translation fallbacks (#4469)
# Description

Complete the two P2 follow-up fixes identified during review of #4456.

- Copy alias stores after application `IServerPreStartupTask`
registrations finish, but before address-space creation. This preserves
stores initialized asynchronously during startup, for both the default
DI server and compatible custom servers. Task ordering, once-only
execution, failure/cancellation behavior, and opt-in snapshot
materialization remain intact.
- Preserve the original `TranslationInfo` fallback locale, template,
key, and arguments while rendering the selected translation. Retained
values and service results can be translated for another session without
losing their original fallback.
- Keep selected templates unformatted until rendering, use the selected
locale for formatting, retain metadata through locale filtering, and
avoid double-formatting escaped braces during single-language
conversion.
- Add deterministic alias initialization and translation regressions,
extend native hosting coverage, and update the feature documentation.

Public signatures and `LocalizedText` struct layout are unchanged. No
dependencies, migration-guide changes, CI settings, or
coverage-threshold changes are introduced.

## Related Issues

- Related to #4410.
- Follow-up to the two P2 review findings in #4456.

## Validation

The new regressions failed before the relevant fixes and pass afterward.

| Scope | net10.0 | net48 |
| --- | --- | --- |
| Complete Types test project | 10,265 passed; 1 existing skip | 10,255
passed; 1 existing skip |
| Affected hosting, aliases, resources, and configuration tests | 561
passed | 561 passed |
| Existing real-session alias integration tests | 11 passed | 11 passed
|

- Built the affected libraries across all configured target frameworks
with **0 warnings and 0 errors**.
- Published and ran the actual Windows NativeAOT test executable: **7
HostingAotTests passed**, including initialized alias registries and
English-to-German-to-English fallback preservation. Local compilation
used `IlcSingleThreaded=true` after a parallel compiler attempt
exhausted host memory; repository settings are unchanged.
- Focused coverage: **28/29 changed executable production lines
(96.55%)**.
- Changed-file formatting and diff checks pass.

The results above are the stated local project/filtered runs, not a
complete local `UA.slnx` test run. Remote CI and CodeQL results are
pending.

## Checklist

- [ ] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.
2026-09-11 14:28:46 +02:00
0e600c0f0b Fix hosted-server DI composition gaps (#4456)
# Description

Complete the remaining hosted-server DI hooks so applications can
compose the regular server without subclassing `StandardServer` solely
for these extension points.

- Add `ConfigureServerProperties` and ordered, per-server
`ConfigureResources` callbacks. BuildInfo defaults come from the
effective application configuration; explicit property registrations
take precedence without mutating shared options.
- Add authenticator instance/validator-aware factory overloads and
generic/async-delegate startup tasks. Startup tasks are awaited in
registration order, and failures or cancellation clean up the server.
Host shutdown waits for execution cleanup before disposing injected
dependencies, including when its shutdown deadline expires.
- Add asynchronous and legacy node-manager factory instances plus
deferred, configuration-aware `ArrayOf<IAsyncNodeManagerFactory>`
registrations. Resolve factories after configuration and certificate
setup while preserving ownership and feature isolation.
- Register alias stores before address-space creation and add opt-in
standard `TagVariables`/`Topics` materialization. Existing
custom-category behavior is retained; browse nodes are startup snapshots
while queries and supported LastChange values remain live.
- Derive the default DI server from `ReverseConnectServer`, retaining DI
roles/session hooks and authoritative XML/stream configuration. Ignore
queued callbacks from stopped or superseded timers to prevent
reconnection or rearming after shutdown.
- Fix resource translation lookup/formatting exposed by the new
callbacks, retain existing constructor signatures and
direct/custom-server paths, and document the optional hosting APIs.

Adopting these hooks is optional; existing construction and
subclass-based customization remain supported. The migration guide is
unchanged.

No changes to UA-.NETStandard-Samples and no new dependencies.

## Related Issues

- Fixes #4410

## Validation

- Focused server hosting, aliases, reverse-connect, configuration, and
resource suites: **571 passed on net10.0 and 571 passed on net48**.
- Existing affected real-session alias integration fixtures: **11 passed
on each framework**.
- Real reverse-connect discovery, session creation, and BuildInfo reads
verified for options, XML-file, and stream configuration.
- Published and executed the Windows NativeAOT test binary: **7
HostingAotTests passed**.
- Final server-library build passed across all configured target
frameworks with **0 warnings and 0 errors**; no new diagnostics in
changed test files.
- Focused changed-line coverage: **336/338 executable production lines
(99.41%)**.
- Deterministic timer regressions failed before the shutdown fix and
pass afterward.
- CI shutdown follow-up: the unchanged
`UnavailableUpstreamEndpointFailsMappedReadAsync` scenario passes
locally, and **245 hosting tests pass on each of net10.0 and net48**,
including regressions for an expired host shutdown deadline and
already-canceled startup. The local net48 run uses a short NUnit work
directory to avoid Windows path-length limits.

## Azure build 18136 follow-up

- Await WoT browse reconciliation before upload, default-version, and
enable/disable handlers return. Three barrier-controlled regressions
reproduce the exact missing version metadata before the fix.
- Make the reconciliation test observe the actual corrective state frame
rather than require a new acknowledgement after a no-op reseed. The
corrected tests also verify value, status, timestamp, and quiescence;
production gossip behavior is unchanged.
- Drain redirected stdout/stderr when sample processes exit, replacing a
fixed grace delay that could lose the final success line. A controlled
real-process regression fails before the fix.
- Fix CA1508, CA1823, CA1850, CA2012, and CA1861 at their sources, and
correct unsupported legacy AOT declarations and the existing
stress-placeholder target. Modern test targets and AOT analysis remain
enabled.

Follow-up validation:

- Full **Release `UA.slnx` builds pass on net10.0 and net48 with 0
warnings and 0 errors**.
- Complete previously failing WoT net48 job: **1496 passed**. The
identical binary was run from a short local assembly path to avoid the
nested repair worktree exceeding Windows path-length limits.
- Complete previously failing Redundancy.Server net10.0 job: **783
passed**.
- All short-haul HA/process cases: **12 passed**, including both
original identity-failover topologies.
- Affected WoT lifecycle selection: **113 passed on Release net10.0**;
controlled replication selection: **15 passed on each framework**.
- No test assertions, timeouts, coverage thresholds, collector settings,
or CI failure gates were weakened. Existing legacy empty-project result
notices and auto-property coverage exclusions remain unchanged.

These are full solution builds plus the reported test scopes, not a full
local `UA.slnx` test run.

Remote validation at `77c1055f1adb1557c5bf99b70e76f4a0cd95ee94`: **all
265 PR checks passed**, including Azure build **18172**, GitHub Build
and Test, CodeQL, and Docker image checks.

## 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.
- [x] 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: romanett <romanett98@gmail.com>
Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>
2026-09-10 05:56:52 +02:00
Marc Schier f5ad124891 Additional fuzzing plus fixes for every defect the campaigns found (#4459)
# Description

Brings the stack's fuzz testing to parity with the fork
(`aio-opcua-sdk`), then fixes every defect the resulting campaigns
exposed.

The fork's fuzzing was used as the behavioural baseline: all **28
fork-local callbacks** and **13 OneFuzz registrations** are now
accounted for by an explicit mapping, not just by a larger target count.
The work extends the existing SharpFuzz/NUnit infrastructure rather than
introducing another framework.

### Coverage

- **84 continuous libFuzzer targets** and **81 AFL adapters** across
Encoders, Certificates, Network and PubSub.
- **PubSub area integrated** (Corpus/Tools/Tests siblings, solution
entries) — it previously had host source only and was absent from the
solution and replay infrastructure.
- Segmented binary adapters, binary-to-JSON and XML-to-JSON conversions,
standalone certificate loading, both chain-parser variants, CRL encoding
and canonical TBS round-trips.
- The 12 original fork message inputs are retained byte-identically
alongside richer deterministic generators; the three historical
crash/slow/timeout reproducers are unchanged (verified identical by
SHA-256).

### Production fixes found by fuzzing

These are real robustness and data-integrity bugs, each with a retained
regression input:

- `UadpBinaryReader.Advance` accepted attacker-controlled lengths on the
receive path. Declared payload sizes are now authoritative bounded
sections, with negative-count rejection and overflow-safe reassembly
arithmetic.
- PubSub JSON decoding leaked `InvalidOperationException` for invalid
UTF-8.
- `JsonEncoder.WriteExtensionObject` leaked
`System.Text.Json.JsonReaderException`.
- `JsonEncoder` silently emitted a lossy `{}` for an `ExtensionObject`
whose TypeId could not be represented in JSON.
- `JsonDecoder` wrapped a bodyless `ExtensionObject` envelope as a raw
JSON body instead of preserving `ExtensionObjectEncoding.None`.
- `Node.Encode` lost the null/empty collection distinction.
- Binary/XML Variant matrix dimensions are prevalidated rather than
relying on a caught `ArgumentException`.
- `X509CRL.ReadTime` pre-validates strict RFC 5280 whole-second Zulu
time forms.
- `Utils.ParseCertificateChainBlob` disposes correctly on partial-chain
failure.
- **`nodeid.dict` was unloadable by libFuzzer** (empty token, unescaped
quote). libFuzzer rejects the whole file on one bad line, so four parser
targets silently executed **zero** inputs. Fixed and now guarded by
dictionary validation.

### Infrastructure

- `fuzzing/fuzz-targets.json` manifest recording adapters, corpora,
dictionaries, oracles and fork-behaviour mappings, with
`validate-fuzz-manifest.ps1` and **27 negative controls**.
- Strict host/tools discovery and replay: `--list`, `--replay`, non-zero
exits on unknown targets, missing or empty corpora, and failed callbacks
(playback previously logged failures and returned success).
- A real process watchdog for the timeout/slow regressions — NUnit
`CancelAfter` cannot interrupt a synchronous fuzz callback.
- Runner scripts made non-destructive (unique work directories, no
generic `bin`/findings deletion) and corrected to the native driver's
single-`--target_arg` apphost contract.
- Opt-in `OneFuzz=true` class-library publication producing a
relocatable, **uninstrumented** drop, validated by exact callback
discovery, dependency closure, corpora and dictionaries.
- CI: fuzz replay matrix plus a public drop gate, triggered by corpus-,
dictionary- and script-only changes.

### Verification

| Gate | Result |
|---|---|
| Bounded campaigns, all 84 targets (1,000 inputs, seed 1) | 84/84,
84,000 executions, zero findings |
| OneFuzz drop | 84/84 published callbacks replayed, zero skips |
| Fuzz replay net10.0 / net8.0 / net9.0 | 9,470 passed each, 0 failed |
| Fuzz replay net48 | 8,996 passed, 0 failed (Network/PubSub are
modern-only) |
| `Opc.Ua.Types.Tests` / `Opc.Ua.Core.Tests` | 9,800 and 4,442 passed, 0
failed |
| Retained regression assets | 132 `crash-*` inputs replayed by every
target each run |

### Known gaps (deliberately not closed)

- **Fidelity is not enforced against the pipeline crash corpus.** The
differential binary-to-JSON targets assert both robustness (no unhandled
exception, expected of arbitrary bytes) and fidelity (a decoded value
re-encodes equivalently, a property of well formed values). The pipeline
supplies 22,293 blobs collected for the targets that existed before this
PR, none of which asserted fidelity; 522 of them violate it, and that
count did not move across two rounds of genuine fixes because each fix
only lets the mutator reach the next representability gap. Rather than
weaken the assertion, the two contracts are separated: fidelity failures
raise `EncodingFidelityException`; curated assets under `Assets/Repo`,
the curated `Testcases` corpus and every continuous libFuzzer campaign
stay strictly enforced, while externally supplied assets are gated on
robustness only and their fidelity findings are reported with counts and
bounded base64 reproducers.
- **Internal MSFT OneFuzz canary has not been run.** It needs an
owner-supplied ownership profile, pipeline authorisation and corpus
snapshot; none were available. The drop builds and validates locally and
records `serviceCanaryPerformed: false`. A build or upload is not a
successful worker run.
- **Legacy JSON wire forms are a partial mapping.** The fork accepts its
four original `TypeId`/`Body` messages; this stack rejects that retired
envelope (measured JSON-only control: fork `JsonEncoder` 630/1356 lines
vs 0/1007 here). Recorded as an explicit unresolved mapping rather than
an exemption. `LegacyNonReversible` is a RawData-derived profile and is
not counted as independent coverage.

## Related Issues

_No tracking issue was supplied for this work; happy to open one and
link it if maintainers prefer._

- Fixes #github-issue-number, ...

## Checklist

- [ ] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [x] I ran **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.

> Note on the checklist: the fuzz replay matrix, `Opc.Ua.Types.Tests`
and `Opc.Ua.Core.Tests` were run locally on **net48** and **net10.0**
(plus net8.0/net9.0) and all passed. CI and CodeQL results are not yet
available for this branch, so those boxes are left unchecked. The CLA
box is for the author to confirm.
2026-09-10 05:56:31 +02:00
Marc SchierandCopilot Autofix powered by AI 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
Marc SchierandCopilot 4633aa7a34 Harden HA address-space hydration and replica-consistent NodeIds (#4445)
# Description

Follow-up to #4390 for distributed address-space ownership,
authoritative
hydration, and replica-consistent wire NodeIds. Tracks #4444.

Identity implementation: `a78d59067` (Server policy/lifecycle/adapter
seam) and
`07faf5cfd` (replica identity module, runtime wiring, examples and
proofs).

## Replica identity

- `UseReplicaNodeIdentity` / `ReplicaNodeIdFactory` reserve fixed shared
namespace
indexes before node-manager construction and reuse
`DefaultNodeIdFactory`.
  ApplicationUri and built-in diagnostics/configuration remain local.
- Replicated startup requires an explicit identity contract. Namespace
layout,
  deterministic mode, replica-set identity and writer policy must agree.
Standard factory views, replacement and registration preserve the
policy.
- Active/passive writer-assigned identities are replicated unchanged.
Independent
creation requires stable keys or explicit IDs. Live IDs and retained
tombstones
are reserved before writer allocation; no network/storage call runs in
`New`.
- Protected store descriptors use strong routing, including customized
hybrid
prefixes. Unknown legacy state and empty eventual scans cannot authorize
  automatic adoption. Verified-new hybrid provisioning is explicit.
- Active/active frames compare the descriptor before CRDT merge.
Rejected frames
are not reported as applied; incompatible admission remains at
ServiceLevel 0
  through the standard service-level wiring.
- Shared metadata validation covers type definitions, data types,
references,
permissions, NodeId/ExpandedNodeId/QualifiedName values,
arrays/matrices,
  DataValues and encodeable structures/arguments, without reflection.
- Runtime preparation hydrates retained IDs before replacement routes
publish.
Rebinding keeps the existing store/election or gossip transport/map and
attaches
to the new node-manager sources. Normal node-manager mutations,
including
  AddNodes, reach the cached local-address-space adapter.
- WoT materialization retains the stable configured factory. Samples
expose
genuinely factory-created nodes and a client `--identity` failover
workflow.

## Preserved HA repairs

The published `d99995003` and `79da74f14` fixes remain in place:

- Shared linearizable sequence/lease coordination; no pretend CAS on
CRDT and no
  private counter substituted for shared coordination.
- Strict authoritative record decoding, protected pending reservations,
safe
  snapshot publication and required delta retention.
- Accepted topology state controls authoritative membership; stale
deletion
  cannot remove a newer incarnation.
- Independent subtree attachment tracking and correct disposal of the
final
  snapshot task.
- Values wait for their topology, and parent tombstone horizons prevent
older
  descendant values crossing incarnations.

A new deterministic regression also covers writer hydration preparation:
temporary reconciliation removals must remain inbound application, not
be
recaptured as new shared deletion records.

## Validation

### Review feedback fixes

`3a682155b` addresses the active-node notification, WoT namespace-index
bounds,
and retired-manager XML documentation feedback. The address-space
adapter now
notifies listeners with the registered active node, and both WoT
managers reject
missing/out-of-range namespace indexes before ownership is established.

Targeted feedback validation passes on net10.0 and net48: 8
address-space adapter
cases and 74 WoT cases per framework, plus 17
hydration/gossip/live-client
integration cases on net10.0. The wrong-instance notification and
missing
namespace regressions were reproduced before the fixes.

### Identity implementation evidence

| Selected scope | net10.0 | net48 |
| --- | --- | --- |
| HA repair, identity, metadata, peer admission and real-client
identity/reload fixtures | 215 passed | 215 passed |
| Factory, fluent authoring/import, NodeManagement and address-space
adapter fixtures | 213 passed | 213 passed |
| WoT node-manager fixtures | 68 passed | 68 passed |

- Real UA-TCP clients compare full NodeIds/reference targets across
independent
servers in all four deterministic modes, with different manager/creation
order
and local allocations. Saved IDs work after endpoint failover and
restart.
- Real AddNodes-created IDs remain readable through successive live
manager
replacements in both replication modes, including nodes created after a
reload.
- Two process-level cases start three sample replicas, kill the serving
process,
verify a different serving ServerArray URI, and reuse cached
factory-generated
  IDs for Read and CreateMonitoredItems without remapping or rebrowsing.
- The identity/hydration scenario runs from the actual published win-x64
NativeAOT
  executable in the existing historian companion host.
- The focused writer-recapture regression was observed failing without
its fix,
  then passing. The real reload scenario was additionally repeated while
  diagnosing that race.
- Changed-file formatting/style/analyzers were applied. Existing CA1508,
CA1823,
CA1861 and CA1850 warnings in untouched upstream files were not
suppressed.

The selected checks above do not replace full-solution CI, coverage
gates or
maintainer review, and do not claim that the entire solution or every
native
platform was run. #4444 remains the tracking issue.

## Contract and consistency limits

Fixed identity does not make eventual payload reads linearizable. Hybrid
views
remain non-destructive, use explicit tombstones, and do not infer
empty-store
bootstrap or partition completion from absence. Compacted snapshots
require
authoritative storage. Failed/uncertain reservations require
reconciliation.

There is no automatic namespace-slot allocation, persistent logical-key
mapping
database, live renumbering, legacy-store wipe/adoption, or new hash
algorithm.
Opaque shared structures require a registered codec so their
namespace-bearing
fields can be validated. Application callbacks are still
application-owned.

## Related issues

- Tracks #4444.
- Follow-up to #4390.
- Builds on the merged NodeId factory (#4433), configure/seal (#4442)
and
  lifecycle/import (#4427) integration at `aedd3f738`.

## Checklist

- [ ] I have signed the CLA and read CONTRIBUTING.
- [x] Added targeted regression and integration tests.
- [x] Updated directly related API, HA, migration and sample
documentation.
- [x] Ran scoped formatting and the targeted framework checks listed
above.
- [ ] Full UA.slnx matrix and coverage gates completed.
- [ ] All CI and maintainer review completed.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 9dbd9527-d818-47a0-984c-fbb1472d3d6b
2026-09-09 13:26:45 +02:00
ececea15c8 Reimplement the GDS ApplicationsNodeManager as a generated fluent node manager (#4434)
# Description

Builds on #4428, which is now merged; this branch is rebased onto
master.

The GDS `ApplicationsNodeManager` becomes a source-generated
`[NodeManager]`: the companion model, its loader and the fluent plumbing
are emitted, and what stays hand-written is the behaviour. Getting there
needed three things from the shared surface, which are the first two
commits.

## Commits

**1. Add the fluent hooks a hand-written manager needs at startup**

- `OnReadRolePermissions` / `OnReadUserRolePermissions` on the node
builder. Every other `NodeState` `On*` hook was already fluent; these
were not, and a server that grants access on something the static model
cannot express has to compute the permission set per request.
- `Node<TState>(TState)` returns a builder over a node the caller
already holds, for nodes materialised after `Configure` resolved its
graph.
- `OnAddressSpaceReadyAsync` on `FluentNodeManagerBase` — the one seam
between the address space existing and the wiring being applied, for
managers whose wiring depends on asynchronous setup. `Configure` is a
`partial void` and cannot await. `DiNodeManager` had already invented
the hook privately, so its declaration becomes an `override`.

**2. Let a `[NodeManager]` bind to a model a referenced assembly
supplies**

A model belongs to the assembly that emits its types, which leaves a
node manager for it homeless whenever that assembly cannot reference
`Opc.Ua.Server` — a model-only package shared with clients, for
instance. Binding was rejected twice over: the design was skipped before
the binding was matched (`MODELGEN010`), and fluent-accessors-only mode
refused to run alongside manager generation (`MODELGEN014`). The binding
is now matched before the skip decision, and a matched binding puts that
design into accessors-only mode. A design nothing binds to is still
skipped, so this cannot start duplicating types by accident.

The emitted manager also gains what a real manager needs:
`DefaultNamespaceUris()` plus a protected constructor taking a
replacement set; `GenerateDefaultConstructor=false` to suppress the
two-argument form; its own logger category; and the call to
`OnAddressSpaceReadyAsync`.

Generated fluent accessors also stop re-enabling nullable warnings — a
bare `#nullable enable` undid the shared header's `disable warnings`, so
any model with a structure-typed method argument reported CS8600 on
every generated `out T` in a project that builds warnings as errors.

**3. Reimplement the GDS `ApplicationsNodeManager` as a generated node
manager**

The design stays owned by `Opc.Ua.Gds.Common`; the server assembly only
binds a manager to it.

**NodeIds do not move.** `NamespaceIndexes[0]` must stay the application
record namespace — it is the one the application database, the
certificate request store and the base allocator mint ids in — so the
constructor passes the namespace order explicitly rather than adopting
the generated model-first default. A test pins both ends against a live
server.

Four overrides go, leaving `OnAddressSpaceReadyAsync` and
`Dispose(bool)` — no address-space overrides at all:

| Removed | Why it was unnecessary |
| --- | --- |
| `New` | The base allocator already mints into `NamespaceIndexes[0]`,
with a thread-safe counter. The override existed only because
`Create(assignNodeIds: true)` asks the factory with the declaration id
still set; `AssignInstanceNodeId` nulls it and re-asks, documented as
being there for exactly this allocator. |
| `AddBehaviourToPredefinedNodeAsync` | Its `AuthorizationServiceType`
branch re-wired a node that was already wired, and its
`KeyCredentialServiceType` branch had nothing to wire — the model ships
that folder empty. |
| `GetManagerHandleAsync`, `ValidateNodeAsync` | Verbatim
reimplementations of the base that also blocked the fluent base's
virtual-node support. |
| `DeleteAddressSpaceAsync` | A `// TBD` passthrough. |

Everything else — all sixteen directory methods with their
self-administration permissions, the certificate groups' concrete types
and trust-list flags, and the authorization service (created through
this PR's `Add` surface and wired in the same place) — is one
`Configure` pass.

**4. Bind the certificate groups from the `Configure` pass**

Acquiring a certificate group and binding it to its nodes are different
kinds of work: the first is I/O (`InitAsync` opens certificate stores
and creates CA certificates), the second only touches the address space.
Each now runs in the phase it belongs to, which puts the whole of the
wiring in one place.

Ownership no longer rides on the binding. A group joins
`m_ownedCertificateGroups` the moment it is constructed, before
`InitAsync` can throw, so a group that fails half way through is still
disposed — which the previous code could not manage, keying ownership
off a dictionary it filled only after initialization succeeded.

> Commit 3's message says this move is impossible and blames `PushTest`.
**That was a wrong diagnosis, and this commit supersedes it.** Two real
defects were hiding behind those failures:

- **`Create(..., NodeId.Null, ..., assignNodeIds: false)` does not null
the NodeId.** `NodeState.Create` overrides it only when handed a
non-null one, so a custom group node kept the namespace-0 id of its type
declaration. `AssignInstanceNodeId` hid this by re-asking the factory
with the id nulled; the builder validates instead, and rejected it. The
node is now created with an id in the manager's own namespace, as the
`Default` authorization service already was.
- **The custom certificate group node was not browseable.** It answered
`GetCertificateGroups` and `ReadNode`, but a type-filtered recursive
browse from the Objects folder never returned it — which OPC 10000-12
§7.8.2 requires of a certificate group. Staging the node through the
builder gives it the reference it was missing.

### Two `PushTest` methods change — please review these closely

The second defect had been masking what those tests actually did.
Selecting the group positionally, `groups[3]` resolved to the server's
**own `ServerConfiguration` group** while the custom one stayed
invisible, so `UpdateTrustListOfCustomGroupAsync` and
`AddRemoveCertOfCustomGroupAsync` were exercising a *transactional*
trust list under a custom-group name.

Browse results, before and after:

| # | Before (baseline) | After |
| --- | --- | --- |
| 0-2 | GDS Directory groups (`ns=3`) | GDS Directory groups (`ns=3`) |
| 3 | **`DefaultApplicationGroup` `i=14156`** — the server's own |
**`MyCustomGroup` `ns=2`** |
| 4 | — | `DefaultApplicationGroup` `i=14156` |

They now resolve the group by browse name — which asserts it is
browseable at all — and expect the immediate-apply semantics the GDS
actually gives the groups of its own `Directory`: `CloseAndUpdate`
writes the stores at once and reports `applyChangesRequired == false`,
so the `ApplyChanges` calls go away (they would return
`Bad_NothingToDo`). The read-back assertions are what prove the writes
landed, and they are unchanged.

This is a genuine loss of the *transactional* trust-list coverage those
two methods were accidentally providing — the server's own group is
still covered by the other `PushTest` methods, which target it
deliberately.

**5. Select `GetCertificates` results by type instead of by position**

`GetCertificatesAsync` checked entry zero of a parallel-array result.
Which entry that is depends on the order the server reports its
certificate types in, an empty result throws `IndexOutOfRange` rather
than failing an assertion, and a second type going missing or
unparseable would not be noticed. Every returned pair is now checked,
and a failure names the certificate type.

**6. Drop the `.Common` suffix from the three GDS projects**

Every other companion specification ships as `<Family>` /
`<Family>.Client` / `<Family>.Server` — Di, ISA95, Positioning,
Robotics, Vision, WotCon, XRegistry. GDS was the exception, with a
`.Common` suffix that named nothing.

| Before | After |
| --- | --- |
| `src/Opc.Ua.Gds.Common` | `src/Opc.Ua.Gds` |
| `src/Opc.Ua.Gds.Client.Common` | `src/Opc.Ua.Gds.Client` |
| `src/Opc.Ua.Gds.Server.Common` | `src/Opc.Ua.Gds.Server` |

**No source changes were needed.** `RootNamespace` was already the final
name in all three projects — the namespaces have always been
`Opc.Ua.Gds`, `Opc.Ua.Gds.Client` and `Opc.Ua.Gds.Server`, and only the
assembly and package ids disagreed. Nothing compiling against these
assemblies changes a `using`.

The package ids do change, which is consumer-visible, so
`docs/migrate/2.0.x/packages.md` gains a renamed-packages section — it
is the document that undertakes to cover NuGet renames — and the
migration skill's package table gains the two rows a 1.5.378 consumer
needs.

Build infrastructure that names the projects or their output moves with
them: both solution files, `expected-packages.txt` (re-sorted — it is
maintained alphabetically), both signing manifests, the reference-server
Dockerfile, the metapackage nuspecs, and the analyzer's package
dependencies. `preview-pack.slnx` is derived from `UA.slnx` and needs no
edit. The migration analyzer's shim tree mirrors the source layout by
its own documented convention, so `Gds.Client.Common/` becomes
`Gds.Client/`.

Prose naming past work is left alone — plan 23 still records that its
deferral happened during the "GDS Client.Common modernization", which is
the name that effort had.

## Validation

`net10.0`, on master + these four commits, from a clean GDS PKI:

- `UA.slnx`: 0 errors, 0 warnings in changed files (the solution's 30
pre-existing warning lines are CA1861/CA1850/CA1307 in `XRegistry`,
`Types.Tests` and `WotCon.Tests` — same rules and projects as the base).
- `Opc.Ua.Gds.Tests`: 1,117 passed, 0 failed, 54 skipped — identical to
the base branch.
- `Opc.Ua.Server.Tests`: 4,961 passed, 0 failed, 5 skipped (measured
before commit 4, which touches only the GDS assembly and its tests).
- `Opc.Ua.SourceGeneration.Tests`: 169 passed.
- `Opc.Ua.SourceGeneration.Core.Tests`, NodeManager/Generators/Fluent:
84 passed; `GenerateCode`: 21 passed, 4 skipped.
- `Opc.Ua.MigrationAnalyzer.Core.Tests`: 10 passed, 3 skipped.
- After the rename: assemblies build as `Opc.Ua.Gds.dll` / `.Client.dll`
/ `.Server.dll`, with no `*.Common.dll` produced anywhere.
- Commits 1-3 build standalone.
- `Opc.Ua.Gds.Server.Common` also builds for `net48` and
`netstandard2.1` (checked before the rebase onto #4428).

Not yet run: the full `Opc.Ua.SourceGeneration.Core.Tests` suite
(~3,800), and the older target frameworks since the rebase.

## Checklist

- [x] Existing tests pass
- [x] New tests cover the new surface (role permissions, resolved-node
builder, referenced-model binding, constructor/namespace control, GDS
namespace invariant, custom-group node namespace)
- [ ] Full Core.Tests sweep and net48/netstandard2.1 re-run after the
rebase

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>
2026-09-09 10:41:06 +02:00
romanettandClaude Fable 5.1 b6533cd0f0 Send the filtered retain trailing event with a client specific Retain = false (#4453)
# Description

When `SupportsFilteredRetain` is true and a condition drops out of a
client's where clause, the server sends one trailing event to that
client. Before this change the trailing event carried the condition's
real `Retain` value, typically `true`, so a spec-following client kept
an alarm on its display that it should have dropped. OPC 10000-9, 5.5.2
(Figure 11) and the "Retain sent" column of Table B.3 require that event
to be sent with a client specific `Retain = false`.

The value is per client and per filter, so it is applied inside the
monitored item:

* `CanSendFilteredAlarm` gains an `out bool overrideRetain` parameter
that is `true` only for the trailing out-of-scope event. The protected
signature is changed in place rather than overloaded.
* For that event the event fields are read through a new internal
`FilteredRetainTarget` decorator. It delegates everything to the
original `IFilterTarget` and returns `false` for a `Retain` value clause
the target actually resolves. A clause the type check rejects stays null
so the field list keeps its shape.
* The shared `InstanceStateSnapshot` that `ReportEvent` fans out to
every monitored item is never touched, so other subscriptions whose
filter the condition still passes keep receiving the server's real
value. The queued `EventFieldList` keeps the original instance as its
`Handle`, so reference-based duplicate detection and node manager handle
lookups are unaffected.

Behaviour was checked against the Part 9 text and Figure 11 through the
OPC UA reference: a state that passes the filter sends the event with
the server's `Retain`, a state that no longer passes but whose previous
state did sends once with `Retain = false`, anything else is not sent.
Rows 1, 2, 7 and 8 of Table B.3 all match. The separate question of
whether a condition should be tracked while `Retain` is already `false`
(row 9) stays with #4370 and is not changed here.

Tests added in `FilterRetainTests`:

* the step-5 event from the issue queued through two monitored items
sharing one snapshot: the out-of-scope client receives `Retain = false`,
the still-passing client receives `true`, and the snapshot itself still
reports `true`;
* the override applies to the single trailing event only and the server
value returns once the condition re-enters scope;
* an unresolvable `Retain` clause stays null;
* the existing 16-step Table B.3 test now also asserts the "Retain sent"
column for the trailing rows.

`docs/AlarmsAndConditions.md` documents the override under "Filtered
retain".

## Related Issues

- Fixes #4449

## Checklist

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

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-09 05:30:21 +00:00
romanettandClaude Fable 5.1 556c9cb797 Add an async iteration seam to NodeBrowser (#4450)
# Description

`NodeBrowser` was synchronous end to end, so a node manager whose browse
result depends on I/O had nowhere to `await`. The aggregation server
sample is the concrete case: its browser has to browse the aggregated
server, and the only way to write it was `Next() =>
NextAsync().GetAwaiter().GetResult()`, which holds a request worker for
the full remote round trip on every browse.

This is option (1) from the issue, the small non-breaking step:

- `INodeBrowser` and `NodeBrowser` gain `ValueTask<IReference?>
NextAsync(CancellationToken cancellationToken = default)`. The default
completes synchronously with the result of `Next()`, so every existing
browser that only overrides `Next()` keeps working unchanged (the
samples' `MemoryBufferBrowser` and the migration-analyzer test snippets
compile untouched).
- `AsyncCustomNodeManager.BrowseAsync` and `TranslateBrowsePathAsync`
iterate browsers through `NextAsync` with the request's cancellation
token. The loop bodies already awaited; only the iteration could not.
- `DirectoryBrowser` was the one browser the stack ships that blocked on
async I/O. It now awaits the file-system provider enumeration in
`NextAsync` and keeps `Next()` as the bridge for the remaining
synchronous consumers (`UANodeSetHelpers` export, `CustomNodeManager2`).
Cancellation now propagates instead of being reported as an empty
directory.
- The synchronous paths (`CustomNodeManager2`, `CoreNodeManager`
diagnostics, nodeset export) are unchanged on purpose; they have no
place to await.

**Not done, by design.** Browser creation stays synchronous.
`OnCreateBrowser` runs under the node's browse lock, so the documented
contract is that a browser fetches lazily on its first `NextAsync`. The
issue itself notes the async creation seam is not needed for the
aggregation case. `IAsyncEnumerable` (option 3) is not attempted.

**Compatibility note.** A type that implements `INodeBrowser` directly
without deriving from `NodeBrowser` has to add the member. Nothing in
this repo or the samples does that; derived browsers are unaffected.

**Docs** updated in `NodeManagers.md`, `AsyncServerSupport.md`,
`MigrationGuide.md` and `migrate/2.0.x/node-states.md`, with a was/now
example for a browser that previously bridged sync-over-async.

**Tests**
- `NodeBrowserTests` (new): default wrapper completes synchronously and
yields the same sequence as `Next()`, push-back through `NextAsync`, a
`Next`-only override observed through `NextAsync`, an awaited
`NextAsync` override with cancellation.
- `AsyncCustomNodeManagerTests`: a browser whose `Next()` throws is
driven entirely through `NextAsync` by browse, by the continuation-point
round trip (push-back on the async path), and by translate-path.
- `DirectoryObjectStateTests`: the async path of the directory browser,
including the throwing provider and cancellation.

Verified locally: `Opc.Ua.Server` builds on net10.0 and net48 with 0
errors; the browser-related server suites (1342 tests) and the new unit
tests pass on net10.0; `dotnet format whitespace --verify-no-changes` is
clean on the changed files.

## Related Issues

- Fixes #4415

## Checklist

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

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-08 19:56:53 +02:00
romanettandClaude Opus 5 105508bcbd Mint runtime NodeIds through a single DefaultNodeIdFactory (#4433)
# Description

Nodes created at runtime now get their NodeIds from a single
`DefaultNodeIdFactory` rather than from a `New` override per
NodeManager.
The factory derives a deterministic identifier from a canonical,
length-prefixed browse path, which is injective where the classic
`{parent}_{child}` concatenation was not — `A_B` + `C` and `A` + `B_C`
both produced `A_B_C` — and it also records the parent's identifier type
and qualifies cross-namespace segments by URI, so identifiers no longer
shift with namespace-table ordering.

A NodeManager selects its style declaratively instead of writing
assignment code:

```csharp
NodeIdFactory = NodeIdFactory.WithMode(NodeIdAssignmentMode.Counter);
```

`NodeIdAssignmentMode` offers `String` (the canonical path verbatim, the
default), `Numeric` / `Guid` / `Opaque` (that path through SHA-256),
`Counter` (sequential, for nodes whose browse paths repeat — per-session
diagnostics, inference jobs, rediscovered assets) and `None`. The
counter
starts above `0x40000000`, out of reach of any authored model, so a
long-running server cannot walk a runtime instance onto a type node.

`New` overrides are gone from every NodeManager the stack ships except
two whose identifiers are a domain scheme rather than an assignment
policy: `FileSystemNodeManager`, whose NodeIds encode the file path they
resolve back to, and `RoboticsNodeManager`, whose build coordinator
reserves identifiers across managers with ownership tracking.

**Namespace rule.** Every identifier is minted into the NodeManager's
own
namespace. Neither the parent's namespace nor the browse name's is
consulted: a parent can belong to a companion-specification model whose
NodeIds are fixed by its NodeSet (`DeviceSet` in the DI namespace), and
a
browse name only names the type that declared the child. NodeManagers
whose instance namespace is not their first one rebase with
`WithDefaultNamespaceIndex`.

**Types vs instances.** An authored NodeId on a node that stands on its
own is kept. A node hanging off a parent is re-minted, because it
reached
the factory through `AssignNodeIds` walking a subtree copied from a type
declaration. Keeping those would alias every instance onto the type's
own
nodes, and the predefined-node index takes the last writer, so the type
would quietly become an instance rather than the clash being reported.

New `ISystemContext.CreateInstance(...)` builds an instance of a
generated
type and rebases its subtree through `AssignInstanceNodeId` — the path
the
generated `CreateInstanceOf<Type>` helpers already took. The AI
NodeManager was the one place calling `NodeState.Create` directly, so
its
roots kept the NodeId their state object is born with (the type's own);
it now uses the shared path.

## Breaking changes

- `IAsyncNodeManager` extends `INodeIdFactory` and gains `AddNode` and
  `AddRootNotifier`. This lets the fluent surface mint and register
  through the interface instead of type-testing for
  `AsyncCustomNodeManager` and silently falling back to a concatenated
  identifier when the test failed — that fallback was itself a source of
  divergent NodeIds.
- `AsyncNodeManagerAdapter` delegates `New` to the wrapped NodeManager,
so
**`CustomNodeManager2` behaves exactly as before**: it mints nothing and
  a node keeps whatever NodeId it already has. Servers built on it are
  unaffected.

## Notes for reviewers

- `docs/NodeIdAssignment.md` is new and describes the whole mechanism:
the
  factory contract, identifier formats, type declarations vs instances,
  the generated helpers and their parameters, per-NodeManager behaviour,
  and an inventory of every member involved.
- The three commits are independently revertible.
- Two pieces that look redundant are deliberately kept, with the
reasoning
  recorded in the doc: `assignInstanceNodeIds` (it *suppresses* minting,
  where the rebase rule *forces* it) and the generator's
  `NodeId.Equals(TypeNodeIdConstant)` guard (it distinguishes a
  caller-assigned NodeId from a declaration's).
- Fluent builder tests previously passed only because of the removed
  fallback; they now run against a real `DefaultNodeIdFactory` through a
  shared `FluentTestNodeManager` helper.

## Related Issues

_No tracking issue yet._

## Checklist

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

> Test runs were on **net10.0 only** — .NET Framework was not exercised
> locally. Suites run green on an idle machine: Server 4950/4955, GDS
> 1116/1170, WotCon 1225/1225, Vision 484/485, DI 424/424, AI 174/174,
> ISA95 136/136, Positioning 69/69, RobotIntent 22/22. One unrelated
> pre-existing failure remains in `Opc.Ua.Types.Tests`
> (`EveryEmbeddedExampleMatchesItsRecordedHash`) — a WoT fixture checked
> out with CRLF, fixed by
> `git add --renormalize tests/Opc.Ua.Types.Tests/Wot/Assets`.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-08 14:37:19 +00:00
romanettandClaude Opus 5 668310f21f Make the fluent node manager's configure/seal path genuinely async (#4442)
# Description

The fluent node-manager pipeline had two synchronous chokepoints, and
two independent efforts have now hit both of them.

`Configure` is a `partial void`, so it cannot `await`. A manager whose
wiring depends on asynchronous setup had to invent a second hook outside
the pipeline, create its own builder there, and hand-roll
`CreateFluentBuilder(...).Configure(...).Seal()` inside it.

`Seal()` was synchronous, so nothing a registration staged during
`Configure` could be completed by awaiting. Registrations that needed to
await either blocked — `EventSourceRegistry` did
`.GetAwaiter().GetResult()` on the manager's root-notifier registration
— or could not be expressed at all.

## What changed

**`FluentNodeManagerBase.ConfigureAsync(INodeManagerBuilder,
CancellationToken)`** is the awaitable wiring seam. It runs once per
activation, with the manager's attached builder, immediately *before*
the synchronous `Configure` partial(s) — so instances it materialises
are in the address space by the time `Configure` wires callbacks against
them. The default implementation is a no-op.

It is a `virtual` method rather than a second `partial` declaration
because a partial method can be optional (`partial void`, no return
value) or awaitable (an extended partial method, which must be
implemented) — not both, and the generator would otherwise have to
detect which one the user declared. `partial void
Configure(INodeManagerBuilder)` keeps working unchanged; a manager uses
either hook or both.

**`NodeManagerBuilder.Seal()` becomes `SealAsync(CancellationToken)`.**
Sealing is now the single point where registrations that could not
finish inside `Configure` get their turn to await. Every seal site
awaits it, so a later change can move registry *setup* onto the same
seam.

**`DiNodeManager` now runs the standard pipeline itself** — create and
attach the builder, `await ConfigureAsync`,
`RegisterAuthoredNodesAsync`, `CompleteConfigureAsync`, the post-setup
runner, then `await builder.SealAsync` — instead of handing subclasses a
bare callback and leaving them to build and seal on their own. DI
subclasses gain node registration and the reverse-reference pass, which
they previously skipped.

Sealing deliberately comes **after** the post-setup runner. The fluent
registries are owned by the manager, not by a single builder, and
sealing starts them — so sealing first locks post-setup configurators
out of registering simulation loops of their own, which is exactly what
`AddRobotics`' configurators do. Sealing before the runner makes
`MinimalRobotServer` fail to start with *"Cannot add a simulation loop
after the registry has started"*. Worth knowing for follow-up work: with
several builders attached to one manager, the first seal freezes the
shared registry for all of them.

## Workarounds removed

- **`DiNodeManager.OnAddressSpaceReadyAsync`** — deleted. Its three
overriders (`RoboticsNodeManager`, and the `PumpNodeManager` /
`GeneratorNodeManager` samples) now override `ConfigureAsync` and no
longer hand-roll `CreateFluentBuilder(...).Configure(Configure).Seal()`.
- **`EventSourceRegistry`'s `.GetAwaiter().GetResult()`** on
`AddRootNotifierAsync` — gone. `Publish(..., RegisterAsRootNotifier:
true)` now stages the registration and `SealAsync` drains it, so the
wait happens on an awaited path. A source whose root-notifier
registration fails is rolled out of the registry before the failure
surfaces, and a registry disposed before its builder sealed drops what
it staged.
- **`Isa95NodeManager.ConfigureStatusEvents()`** — the synchronous
second builder pass is now
`ConfigureStatusEventsAsync(CancellationToken)`, awaited from
`CreateAddressSpaceAsync`. (`ConfigureCatalogChanges()` stays
synchronous: it starts a background task and never seals a builder, so
there was nothing to convert.)
- **`IRoboticsBuildContext.Seal()`** — now
`SealAsync(CancellationToken)`. These really were
`NodeManagerBuilder.Seal()` calls behind a same-named method. The state
transition still happens under the context lock; the builder's
asynchronous completion runs outside it, so no `await` is taken while
the lock is held.
- The Pump / Generator incremental registration callbacks
(`onRegistered`) changed from `Action<T>` to `Func<T, CancellationToken,
ValueTask>` so their per-instance builder pass can await its own seal.

No sync-over-async was introduced anywhere. `Dispose(bool)` is unchanged
and stays non-blocking; teardown remains in `DeleteAddressSpaceAsync`.

`NodeManagerBuilder.Seal()` and `IRoboticsBuildContext.Seal()` are
removed rather than kept as synchronous overloads. A synchronous seal
that silently skipped the asynchronous completion would reintroduce
exactly the failure mode this change exists to remove.

## Generator

`NodeManagerTemplates` emits, in order: predefined nodes load → `await
ConfigureAsync(__m_builder, cancellationToken)` →
`Configure(__m_builder)` and the typed `Configure` →
`RegisterAuthoredNodesAsync` → `CompleteConfigureAsync` → `await
SealConfigurationAsync(__m_builder, cancellationToken)`.

`NodeManagerGeneratorTests` asserts that order literally, and that
neither `__m_builder.Seal()` nor the synchronous
`SealConfiguration(__m_builder)` is emitted.

### Merging with #4432

#4432 landed on `master` while this was in review and reworked the same
seam from the other side: it split `Seal()` into `SealGraphAuthoring()`
+ `StartSimulations()` so a manager can replay `NotifyNodeAdded`
*between* the two halves — sealing first stops a lifecycle handler
authoring nodes nothing would register, starting the simulations last
stops a simulated value change preceding its own node''s `OnNodeAdded` —
and added `FluentNodeManagerBase.SealConfiguration(builder)` as the one
call the generator emits.

Both intents are kept. That split is precisely why the asynchronous
completion could not simply live inside `SealAsync`: a manager reaching
the seam through the split path would silently skip it, which is the
failure mode this PR exists to remove. So the asynchronous half became
its own step:

- `NodeManagerBuilder.CompleteSealAsync(ct)` drains the staged
root-notifier registrations, then starts the simulations.
`SealAsync(ct)` is `SealGraphAuthoring()` followed by it.
- #4432''s synchronous `StartSimulations()` is gone, folded into
`CompleteSealAsync`. It had exactly one production caller after the
merge, and leaving it standing would have kept a second, synchronous way
to activate a builder that skips the staged registrations — the very
hazard this PR removes. Activation is now one step with one entry point;
the *split* itself stays, because the replay has to sit between the
halves.
- `SealConfiguration` becomes `SealConfigurationAsync(builder, ct)`:
seal the graph, replay `NotifyNodeAdded`, then `CompleteSealAsync`.
Activation still happens last, so #4432''s ordering guarantee holds
unchanged.

## Consumers unblocked

- **#4434 ("Reimplement the GDS ApplicationsNodeManager as a generated
fluent node manager")** adds `OnAddressSpaceReadyAsync` to
`FluentNodeManagerBase` purely because, in its own words, *"`Configure`
is a `partial void` and cannot await"*. That hook is unnecessary once
`ConfigureAsync` exists — the GDS manager overrides `ConfigureAsync`
instead, and the ordering it wants (predefined nodes → async setup →
`Configure`) is what the generator now emits. #4434 has not merged yet,
so it can drop its addition rather than have it simplified afterwards.
- **Branch `romanett/fluent-node-behaviors`** moved
`SimulationRegistry`, `EventSourceRegistry`, `MonitoredSourceRegistry`
and the alarm wiring onto `AttachToType`/`Attach` for *release* only,
because activation ran from `CompleteConfigureAsync` and most managers
only called the synchronous `Seal()`. Every seal site now reaches
`SealAsync`, so registry and alarm *setup* can move onto behavior
activation too — the remaining half of that work.

## Tests

- New `DiNodeManagerConfigureAsyncTests` drives the real
`DiNodeManager.CreateAddressSpaceAsync` and asserts the hook runs once
with an attached builder, that nodes it stages are registered, that
their references to externally owned nodes are published, and that the
builder is sealed before `CreateAddressSpaceAsync` returns.
- `PublishTests` now pins the root-notifier deferral contract:
registration is staged during `Configure`, lands only on the seal, and
draining twice does not double-register.
- Every `Seal()` call site in the test suites became `await
...SealAsync()`, including the three #4432 added in
`NodeSetImportBuilderTests` and `SimulationBuilderExtensionsTests`.

## Related Issues

No tracking issue was opened for this; it is the shared prerequisite
extracted from #4434 and branch `romanett/fluent-node-behaviors`, both
of which had independently worked around the same synchrony. Happy to
open one if maintainers want the ADR trail.

## Checklist

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

### What was actually run locally

`UA.slnx` builds clean. Post-merge on **net10.0**: `Opc.Ua.Server.Tests`
5020/0 and `Opc.Ua.SourceGeneration.Core.Tests` 3813/0. Pre-merge the
same run plus `Opc.Ua.Di.Tests` 425/0, `Opc.Ua.Robotics.Tests` 627/0,
`Opc.Ua.ISA95.Tests` 136/0, `Opc.Ua.Positioning.Tests` and
`Opc.Ua.Robotics.Intent.Tests` were all green; `MinimalRobotServer` was
also started directly to confirm the hosted robotics path comes up.

Three caveats, so the unchecked box above is not a mystery: the full
suite was **not** run against .NET Framework locally;
`Opc.Ua.OpenUsd.Tests` has one pre-existing failure on this machine
(`StructuredCartesianCoordinatesAreAccepted` expects `"1.5"` and gets
`"1,5"` — a German-locale decimal separator, unrelated to this change);
and one pre-existing `CA1861` warning comes from
`NodeSetImportIntegrationTests.cs`, which is byte-identical to `master`
on this branch.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-08 12:01:56 +00:00
Marc SchierandCopilot be61d598a9 Fix startup NodeManager lifecycle and imported method arguments (#4427)
# Description

Make startup-composed application NodeManagers participate in the live
lifecycle and bind imported NodeSet2 Method argument properties to their
typed `MethodState` children.

This change:

- adopts application NodeManagers created before startup into
`INodeManagerLifecycle.Registrations` after server startup succeeds,
while keeping diagnostics, configuration, and core managers protected;
- retains per-manager startup external-reference ownership and exact
routing positions so reload, removal, rollback, overlapping namespaces,
synchronous adapters, and server restart preserve existing behavior;
counted immutable reference snapshots avoid quadratic startup matching;
- rejects duplicate factory output across active, unpublished, and
retired lifecycle generations without deleting or disposing the live
manager; callers can catch the public
`NodeManagerAlreadyRegisteredException`;
- binds valid namespace-zero `Argument[]` `PropertyType`
`InputArguments` and `OutputArguments` Variables to
`MethodState.InputArguments` and `MethodState.OutputArguments` from
either `HasProperty` direction, without requiring `ParentNodeId`,
including local namespace-URI reference targets;
- preserves authored metadata during NodeSet typed-child promotion
without changing the initialization behavior of unrelated generated
nodes;
- retains generic-import guards for custom and malformed signatures,
duplicate standard-signature validation, and upstream factory-driven
generated-slot replacement and reconciliation callbacks;
- updates lifecycle and Runtime NodeSet documentation and clarifies
`OnServerStartedAsync` timing for both `StartAsync` overloads, including
the unopened default host returned to the caller.

This is a focused follow-up to #4418. That PR preserves registrations
from multiple fluent builders, but does not change lifecycle ownership
or NodeSet child typing. The branch includes upstream `master` through
`da7412c42`, including #4396, #4432, #4437, #4438, and #4440.

The completed review fixes in `686d0561f` are included. The latest base
merge (`a29fc6ca8`) combines them with #4432's shared batch/fluent
importer and generated state factories. One iterative linker supports
available parent nodes, deferred parent side tables, application-owned
handles, and placeholder reconciliation while retaining reference-driven
Method argument binding and URI handling. Upstream cancellation, GDS
assembly renames, certificate leak scoping, and xRegistry changes are
preserved.

## Related Issues

- Fixes #4421
- Fixes #4422

## CI regression fix

`e1a4436f0` fixes the GDS failure reported on Ubuntu and macOS. Copying
permission metadata in general `NodeState` initialization applied
`SecurityAdmin`-only defaults to generated GDS custom certificate groups
and denied their existing GDS-admin Browse requests. Metadata
preservation is now confined to NodeSet typed-child promotion; imported
Method argument permissions remain intact, while unrelated generated
nodes retain their existing initialization behavior.

Local Release validation also exposed a 260-character certificate path
in the startup-failure test added by this PR. Its isolated PKI now uses
a short temporary path. No assertions, authorization checks, or CI gates
were weakened, and no pre-existing tests were changed.

## macOS ARM64 NativeAOT suspension

Per maintainer request, `a15971f32` suspends only the failing
`macos-latest` / `osx-arm64` NativeAOT matrix entry. Re-enabling it once
the compiler contains the runtime fix is tracked in #4443. Intel macOS,
Linux, and Windows NativeAOT coverage, managed macOS tests, and all
other CI gates remain enabled. This is an explicit coverage suspension,
not a claim that the underlying compiler/linker defect is fixed.

The macOS ARM64 NativeAOT job on `a29fc6ca8` fails during native linking
with
`ld: Assertion failed: (_addend == uniqueIndex && "too many large
addends")`.
Both attempts of [run
34191755950](https://github.com/OPCFoundation/UA-.NETStandard/actions/runs/34191755950)
hit the same assertion before the native test executable can run; the
build/test summary failure is downstream.

This matches the NativeAOT Mach-O relocation issue in
dotnet/runtime#119380, fixed by relocation-anchor emission in
dotnet/runtime#124721 and its .NET 10 backport dotnet/runtime#132171.
The failing `Microsoft.DotNet.ILCompiler` 10.0.11 package's nuspec
points to `dotnet/dotnet` commit
`e2f47b0110ed922f21a1522da67279133ce28f32` (July 23); its object writer
does not contain the anchor fix merged on August 12. Version 10.0.11 is
currently the latest stable package.

The base commit passed on the same runner image and SDK, so this is not
being dismissed as a generally broken runner or a test flake. The
precise PR-specific object-layout trigger has not been isolated. A
compiler containing the relocation fix is needed before restoring the
lane. No test code, assertions, coverage thresholds, or shared tooling
settings were changed.

## Validation

Latest base-merge validation on both `net10.0` and `net48`, Release:

- Import helpers and argument-binding regressions: 51 passed per
framework.
- Batch/fluent import, generated-state overlays, runtime/startup
lifecycle, cross-source references, routing, reference snapshots, and
node-authoring selection: 344 passed per framework.
- Merge-specific cases cover available Method parents with
forward/inverse and URI/index references while retaining an
application-owned `NodeId` handle.
- The unchanged upstream `NodeSetImportIntegrationTests.cs:210` CA1861
warning remains; no diagnostic suppression or unrelated cleanup was
added.

Release CI-fix validation on both `net10.0` and `net48`:

- `CustomCertificateGroupIntegrationTest`: 4 passed, including the
unchanged CI failure.
- `UANodeSetHelpersTests`: 8 passed, including imported security
metadata.
- `StartupRuntimeNodeSetLifecycleTests`: 5 passed.

Earlier Debug merge and review validation on both frameworks:

- Lifecycle, RuntimeNodeSet, fluent, and OperationContext selection
after merging `978e6d1af`: 638 passed per framework.
- Startup/transport-binding and RuntimeNodeSet integration selection
after merging `017856f4a`: 28 passed per framework.
- Public exception contract and duplicate-registration selection in
`fbf08428b`: 6 passed per framework.

Targeted test invocations rebuilt the affected projects successfully.
The full `UA.slnx` suite was not rerun locally.

## 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.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 2bb8a834-7695-4ae6-84cb-2471c76d1b12
2026-09-08 11:11:53 +00:00
Marc SchierandCopilot 7411654c8d Complete OPC UA Part 11 Historical Access (#4390)
# Description

Completes the OPC UA Part 11 Historical Access work requested by #4387
and
the historian framework integration requested by #4400.

The conformance/evidence catalog covers all 37 released UACore 1.05
Historical Access profiles: 15 Server facets and 22 Client facets,
together
with the standard aggregate functions and their conformance units.
Server
facets are advertised only when the resolved providers expose their
required
interfaces and capabilities.

## Server and provider support

- Completes raw, modified, at-time, processed, annotation, structured,
and event history.
- Dispatches best-effort, bulk, and transactional updates with aligned
statuses, old values, diagnostics, and rollback state.
- Supports mixed history-update detail types and batched
structured/annotation operations.
- Uses composite identities and exclusive cursors for same-timestamp
structured, modified, and event values.
- Captures live data and events, installs historical configuration
objects, and emits typed audit payloads.
- Derives aggregate monitoring filters from per-node historian
capabilities and rejects unsupported processed aggregates before
provider dispatch.
- Supports tri-state `Historizing`: set, clear, or preserve
provider-owned state.

## Client support

- Exposes modified values together with `ModificationInfo`.
- Adds event-history reads and event insert/replace/update/delete
operations.
- Adds structured and annotation batching with strict response
validation.
- Shares continuation handling and release-on-abandon across read
families.
- Accepts inherited standard event fields rooted at event subtypes.

## Review hardening

- Registers DI-selected historians before node-manager reconciliation
and capability publication, while preserving provider ownership.
- Uses committed Raft read barriers for linearizable `TryGetAsync` and
`ScanAsync`.
- Keeps claimed continuation state immutable until a fresh successor is
saved, restoring the original after transient failures.
- Uses exact-incarnation compare-and-delete so delayed cleanup cannot
remove a restored same-ID continuation.
- Cleans up indeterminate initial and replacement saves, and propagates
shutdown cancellation through cleanup resolution.
- Preserves legacy continuation envelopes/cursors and distinct
annotation parent/property identities.
- Deletes every structured entry at a requested timestamp and uses the
complete modified-history ordering tuple.
- Shares native/fallback at-time and AnnotationCount calculations,
including reverse endpoints and cross-framework fractional intervals.
- Primes modified aggregate items before buffered live delivery and
deduplicates history/live overlap using provider-specific identities.
- Keeps committed Modify results successful while reporting priming
failures
  through the monitored item's notification queue.
- Keeps protected-notification state live-only for queues larger than
one.
Queue size one retains the newest notification without pinning errors or
transferring priority during resizing. Durable restore retains ordinary
definitions, last values/errors, and raw queues without recreating
priority.
- Isolates aggregate calculation, modification preparation, and
historical/live
handoff in `AggregationFilterHandler`, retaining existing
provider/factory
wiring and supported past-start behavior. The larger-queue protection
policy
  is unchanged pending the open review discussion.
- Uses one `IMonitoringFilter` owner for protocol filters or the
aggregation
handler, eliminating parallel effective-filter storage and retaining the
current definition during preparation. The original client filter stays
distinct.
- Integrates current master, retaining custom monitored-item creation
decisions and per-node history callbacks.

## Redundant-server alignment and samples

- Adds a protected shared historian with immutable segments, manifest
CAS publication, writer fencing, and restart recovery.
- Persists portable continuation state before exposing it to clients and
transfers ownership during mirrored-session takeover.
- Rejects eventual-consistency and active/active multi-writer historian
configurations rather than silently degrading.
- ReferenceServer and ConsoleReferenceClient demonstrate discovery,
paging, raw/modified/at-time/processed reads, annotation/structured
CRUD, event capture, and event CRUD.
- RedundantServer and RedundantClient demonstrate active/passive
history, continuation recovery after replica termination, and
post-promotion writes.
- Updates Historical Access, High Availability, profile, migration, and
sample documentation.

## Compatibility

- New 2.0 collection boundaries use `ArrayOf<T>` and public byte
payloads use `ByteString`.
- Removes the legacy public virtual
`SamplingGroupManager.CreateMonitoredItem` /
`ModifyMonitoredItem` entry points and protected creation factory, as
agreed
  in review. Migration guidance points to the monitored-item manager and
  construction-decision APIs.
- Retains established persisted formats and current write layouts.
Retired interim
notification-state formats (sample v2 / shared v4) are rejected, as
agreed in review.
- Keeps the historian integration compatible with .NET Framework and
NativeAOT.

## Validation

### Latest CI source repair

`73c619435` forwards the existing cancellation token at both
predefined-node
creation calls in the PR-added History event fixture. The merged
lifecycle
overload exposed these two CA2016 errors, which blocked History jobs,
the
solution build matrix, and CodeQL on GitHub and Azure. The exact
compiler
failure was reproduced locally; the repaired fixture passes 4/4
integration
cases on net10.0 and 4/4 on net48 with clean scoped diagnostics. No
assertions,
tests, coverage thresholds, or CI configuration were weakened.

The repaired History jobs on Linux/macOS and all four Azure solution
builds
now pass. The Windows all-TFM GitHub job instead lost its hosted
runner's
connection; no build log was recoverable, and GitHub recorded a
runner-loss
annotation rather than a compiler/test diagnostic. One unchanged retry
was
requested. Remaining checks are monitored with
`gh pr checks --watch --fail-fast --interval 30`; CI is not yet reported
as green.

### Latest base integration

`bd52e5fea` merges upstream `master` at `da7412c42`. The lifecycle
conflict
retains upstream's shared cancellation-aware registration helper and the
historian behavior. The hosted-historian fixture forwards its existing
token
to the new lifecycle overload. GDS project renames and all three AOT
test
hosts are retained, with their project references resolving after the
merge.

| Integrated scope | net10.0 | net48 |
| --- | --- | --- |
| Server lifecycle, fluent authoring/import, historian, monitored-item
and hosting regressions | 732 passed | 732 passed |
| NodeState lifecycle regressions | 216 passed | 216 passed |
| Automatically merged Raft client fixtures | 28 passed | 28 passed |

No selected tests failed or were skipped. The manually resolved files
pass
scoped formatting/analyzer checks. One CA1861 warning remains in the
incoming
`NodeSetImportIntegrationTests.cs`; that file is byte-identical to
upstream
master and was not rewritten or suppressed during integration.

### Latest feedback follow-up

`102954eaa` replaces split filter references with the shared
`IMonitoringFilter`
contract implemented by protocol filters and `AggregationFilterHandler`.
Targeted server regressions pass **103/103 on net10.0 and 103/103 on
net48**;
scoped formatting/analyzers are clean, and the updated XML-documentation
inventory has zero gaps across 188 non-generated PR C# files.

`93c5b5db8` renames `AggregationFilterHandler`, makes it the owner of
the
server-revised aggregate filter while preserving the original client
filter,
and removes the retired interim notification-state readers. Server
regressions
pass **101/101** and shared-store regressions **64/64**, on both net10.0
and
net48, with no failures or skips. Runtime-file formatting/analyzers are
clean.

`5ccf45630` completes the public/internal XML-documentation sweep. The
Roslyn
inventory finds zero undocumented eligible declarations across all 186
non-generated PR C# files; the 110-file documentation slice changes only
XML
comments and spacing. `f17765475` applies the three requested Markdown
edits.

### Earlier feedback follow-ups

`a53950737` removes single-slot notification pinning and extracts
aggregate
implementation from MonitoredItem. Targeted sampling, aggregate
modification,
history/live handoff, queue/lifecycle, restore, and serialization cases
pass
**101/101 on net10.0 and 101/101 on net48**, without failures or skips.
Scoped formatting/analyzers are clean; the focused review found no
significant
issues. The final formatted monitored-item fixtures also pass 45/45 on
net48.

The preceding `b21555568` removes the legacy sampling API bridge and
durable
notification-priority state. Its targeted Server cases passed 97/97 and
shared
subscription-store cases passed 64/64 on each framework. The broader
evidence
below remains pinned to its original tested commit, not attributed to
these
follow-ups.

### Earlier integrated-implementation validation

Validated implementation commit: **`3efae597f`**. The following commit,
`f6dbefb1c`, only adds two explanatory comment lines for the final
standards
review; it changes no executable code.

| Scope | net10.0 | net48 |
| --- | --- | --- |
| Server | 5,187 passed; 56 skipped | Affected surface: 2,160 passed; 1
reproduced baseline failure; 56 skipped |
| Client | 2,202 passed; 2 skipped | 2,204 passed; 5 skipped |
| History integration | 519 passed; 21 skipped | 519 passed; 21 skipped
|
| Redundancy server | 641 passed | 641 passed |
| Redundancy client | 124 passed | 124 passed |
| Core shared-store regression suite | 23 passed | 23 passed |

All six affected samples passed non-incremental Release/net10.0 builds
with
zero warnings and errors: ConsoleReferenceClient,
ConsoleReferenceServer,
RedundantServer, RedundantClient, MinimalBoilerServer, and
PumpDeviceIntegrationServer.

The published self-contained win-x64 NativeAOT executable is 116,924,928
bytes and has no CLR header or managed runtime dependency. Direct
execution
passed **HistoryAotTests 3/3** and **RaftAotTests 2/2**.

Final standards and specification reviews found no confirmed outstanding
high/medium functional gaps or hard standards violations. The remaining
constructor-purpose clarification is addressed in `f6dbefb1c`.

### Reproduced baseline exceptions

The net48 hosted-startup timeout also reproduces in a pristine worktree
at
the previous PR head, `24cf1416d`, in

`RegisterPostStartRegistriesWiresHistorianAndAliasStoresOnPlainServerAsync`,
with the same subsequent certificate-leak assertion. The corresponding
renamed case fails before startup in the reviewed branch as well. This
is
reported separately from the net48 affected-surface results, not counted
as
a passing full Server suite. The net48 matrix selected the historian,
aggregate, monitored-item, fluent, and continuation surfaces and
excluded
the Hosting namespace.

`DurableDataValueQueueVerifyReferenceBatchingAsync` failed at item 1000
in
the net48 affected-surface run and passed its single isolated rerun. The
same
failure at the same assertion reproduces on pristine `849e16acc`; the
test,
sample queue, queue factory, and batch persistor are unchanged. The
original
failure remains in the table rather than being erased by the rerun.

### CI source repairs

- `4be7eb8f7` keeps diagnostics/configuration managers out of
distributed
address-space replication. Those managers inherit the source interface,
but their live server state and redundancy metadata must remain
replica-local.
  The ownership regression passes on net10.0 and net48, and all nine
  redundancy sample CI tests pass locally.
- `d17f467b3` completes the sample startup repair: core managers are
also
replica-local; the startup banner no longer advertises readiness before
initialization; the producer starts after distributed services; and
native
Raft startup no longer forces disruptive extra elections. The full
sample
suite passed 9/9, with initialized `RedundancySupport=Hot`, and focused
  Raft/address-space regressions passed 8/8 and 3/3.
- `81b0b72be` moves the unchanged distributed-historian NativeAOT
scenario
into a smaller, always-run companion executable to bound Apple's linker
input. All 137 AOT tests remain present; the moved test and helpers are
  unchanged. GitHub and Azure publish/run both native executables, with
separate result directories where they share a job. The companion passed
actual Windows NativeAOT execution. Linux and Intel macOS CI passed both
  executables, but this split alone did not fix ARM64 macOS linking.
The remaining historian graph is rooted by ReferenceServer startup, not
just the relocated test. No test exclusion or speculative linker setting
  was added to conceal it.
- `8a5842913` isolates the independent MCP test graph into an always-run
native host. The existing MCP source and assembly leak hooks are linked
  unchanged, and evaluated compiler inputs prove exactly one owner for
  every test source: 133 main + 3 MCP + 1 historian = 137 declarations.
All three hosts run on every AOT platform. The main Windows native
object
is 9.35% smaller; both changed publishes had zero diagnostics. MCP
passed
  3/3; the identical main executable passed 133/133 on one unfiltered
followup after two initial endpoint-discovery connection failures, which
  remain recorded in the local evidence.
- The previous Intel macOS job successfully published and executed its
native
tests, then failed on artifact-upload DNS (`ENOTFOUND`). No upload gate,
  shared environment setting, or cache configuration was disabled.

The first repair round also encountered the unrelated
`MetricsAreEmittedForChannelLifetimeAsync` timing failure on macOS Core.
Neither that test nor channel-manager code is changed by this PR, and
its
assertions remain intact. It passed unchanged on the final repair head.

On `d17f467b3`, the Linux and macOS redundancy sample jobs pass; the
remaining
failure was ARM64 Apple's `too many large addends` assertion. The
verified
upstream relocation-anchor fix (dotnet/runtime#124721, backport
dotnet/runtime#132171) is not present in the shipping ILCompiler
10.0.11.
An experimental multi-module probe failed and was rejected, not added to
CI.
On `8a5842913`,

[`aot-macos-latest`](https://github.com/OPCFoundation/UA-.NETStandard/actions/runs/34102158680/job/101678934057)
successfully publishes and executes all three native hosts on ARM64:
136 main runtime cases, 1 historian case, and 3 MCP cases, with no
skips.
The previous Apple linker blocker is resolved. Linux NativeAOT also
passes.
No assertion, test, shared environment setting, cache, or required gate
was
weakened.

The same CI run reports a separate macOS Sessions teardown failure: all
662 executed tests pass, but the global leak assertion detects one
undisposed certificate. The MCP partition changes no runtime, Sessions,
or
test-fixture code. A single unchanged diagnostic rerun is queued once
GitHub
permits rerunning that job; the failure is not suppressed or counted as
green.
Other CI checks are still pending.

## Related issues

- Fixes #4387
- Fixes #4400

## Checklist

- [ ] I have signed the CLA and read the contributing guide.
- [x] I have added regression tests and directly related documentation.
- [x] I have retained working reference and redundant-server sample
wiring.
- [x] Final validation and review evidence is complete, including the
baseline exceptions above.
- [ ] All required CI checks pass; the fail-fast rerun for `73c619435`
is pending.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 9dbd9527-d818-47a0-984c-fbb1472d3d6b
2026-09-08 11:32:23 +02:00
Marc SchierandCopilot da7412c429 Add native xRegistry events and distinct Resource versions (#4396)
## Summary

- support the xRegistry 0.6.0 distinct Resource/Version hierarchy:
  `Registry -> Group -> Resource -> Versions -> Version`
- instantiate stable logical Resource nodes separately from exact
Version nodes
  while preserving existing Version NodeIds
- delegate logical Resource FileType operations and Version-view
metadata to the
selected default Version with handle pinning and shared writer
reservations
- make Resource and Version delete behavior role-stable and use
`MetaEpoch` /
  `Epoch` respectively
- use stable Resource SourceNodes, exact Version SourceNodes and the
  `Server -> Registry -> Group -> Resource -> Version` notifier chain
- keep a model-metadata-gated client fallback for 0.5 flat Servers; 0.6
Servers
  expose no legacy aliases
- target `HasWoTProjection` at the real stable logical Resource node
- use `AsyncCustomNodeManager` for the registration, fast-path, and
federation managers,
  with awaited lifecycle, node mutations, event delivery, and cleanup
- handle startup rollback, reentrant deletion callbacks, undisclosed
file handles,
  and retryable cleanup without blocking unrelated file operations

## Authoritative dependencies

- companion specification: OPCF-Members/spec-drafts#32 at
  `d3399fca025025a73e5a6b599f850a81d985c060`
- OPC UA binding: xregistry/spec#568
- xRegistry event semantics: xregistry/spec#563, merged as
  `66ee31e47fbadff6ab982ae1516f7d9065e46b64`
- companion NodeSet SHA-256:
  `369f5f3f1814b333e4eeb52bfb4b6a730cdff372505a5f91a54c94f0016ac4cf`

## Review feedback

- keep the WoT Connectivity information-model designation at `1.1`;
draft revisions update the publication date without changing the model
version
- eliminate all 198 unique CA1861 diagnostics across 54 files and remove
seven obsolete project suppressions
- fix the analyzer-clean touched-path CA1307 and the hierarchy follow-up
CA1846/CA1851 diagnostics without dropping legacy-TFM compatibility

- recover the reconcile queue after callback faults/cancellation and
continue accepted pending changes
- remove migration guidance for the xRegistry managers, which are new in
2.0

## Compatibility

- public WoT Connectivity model designation remains `1.1`
- generated event-record ABI, constructors, options, NodeIds, and stored
documents remain compatible
- the generic xRegistry managers are new in 2.0 and implement
`IAsyncNodeManager`;
use `IAsyncNodeManagerFactory` and the async lifecycle hooks (see
`docs\XRegistry.md`)
- persistence schema and document blobs remain compatible unless noted
below

## Validation

- merge validation at `980422f76` with upstream `e8bec27d5`: 454
targeted WoT/materialization/model/registry cases and all 327 XRegistry
cases passed on both net10.0 and net48; all 29 net10 aggregation sample
cases passed
- feedback regressions at `308e8ba74`: 55 targeted queue and live
registry event/projection/lifecycle cases passed on each of net10.0 and
net48
- prior CI: all 266 checks passed at `6489a0908`; the unchanged Ubuntu
Core certificate-counter test and dependent jobs passed on the one-time
retry ([run 34117304035, attempt
2](https://github.com/OPCFoundation/UA-.NETStandard/actions/runs/34117304035/attempts/2))
- `Opc.Ua.XRegistry.Tests` — 327 passed on net10.0 and net48 for
migration commit `32c914aaf`
- `Opc.Ua.WotCon.Tests` net10.0 — 1348 passed
- `Opc.Ua.WotCon.Bindings.Tests` net10.0 — 683 passed
- `Opc.Ua.SourceGeneration.Core.Tests` net10.0 — 3807 passed, 8 skipped
- `Opc.Ua.SourceGeneration.Tests` net10.0 — 145 passed
- `Opc.Ua.SourceGeneration.Stack.Tests` net10.0 — 94 passed
- affected XRegistry and WoT client/server projects build successfully
- xRegistry NodeSet is byte-identical to the companion artifact
- repository-wide CA1861 inventory — 198 unique diagnostics across 54
files reduced to zero
- targeted changed-fixture validation — 1,098 passed, 3 skipped, 0
failed
- constrained full `UA.slnx` net10.0 Release build — CA1861 = 0
- `Opc.Ua.XRegistry.Client` net472 and netstandard2.1 builds — 0
warnings, 0 errors
- independent shared-array safety review — no significant issues
- `git diff --check`

The final review regressions cover concurrent reconcile/open, synthetic
logical
handle collisions across default switches, cross-session Close
isolation,
shared writer reservations, logical FileType property/change
propagation,
logical Labels delegation, role-fixed deletion, event sources,
model-version
gating, and stable `HasWoTProjection` targets.

The companion specification and protocol binding are reviewed in the
linked PRs above.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 5c79a1ed-6dab-4522-a9fc-6548caa78ad5
Copilot-Session: b605797f-a97a-4cd0-8f12-016d33c2fd88
Copilot-Session: 7ef369a5-2307-4f71-8a11-15af0e72f240
Copilot-Session: e716d455-8397-4d22-9c5a-398847ab7317
2026-09-08 04:46:40 +00:00
romanettandClaude Opus 5 30ed2390a8 Import NodeSet2 documents into a fluent node manager (#4432)
## What

`INodeManagerBuilder.Import(UANodeSet, INodeSetImportFactoryProvider?)`
lets a source-generated (or hand-written fluent) node manager overlay a
NodeSet2 document that is only known at runtime onto the model it was
generated from.

Every document imported during one `Configure` pass forms a single batch
that is linked **exactly once** after the pass. A node may therefore
declare a `ParentNodeId` that lives in another document of the batch, or
a node the manager already owns — which is what makes an overlay
possible. Imported nodes resolve through
`Node(...)`/`NodeFromTypeId(...)` immediately, so they can be wired in
the same pass; they are registered with the manager when
`CompleteConfigureAsync` runs.

### Public surface

- **+1 method**: `INodeManagerBuilder.Import(UANodeSet nodeSet,
INodeSetImportFactoryProvider? factoryProvider = null)`.
- **+3 contracts** in `Opc.Ua.Server.Nodes`:
`INodeSetImportFactoryProvider`, `INodeSetImportFactory`,
`NodeSetImportDiscriminator` (TypeDefinition / MethodDeclaration /
NodeId).
- In `Opc.Ua.Export`: a public `UANodeSet.Import` overload taking a
`NodeSetImportStateFactory`, and a public batch
`LinkParentChildRelationships(context, nodes,
NodeSetImportLinkOptions)`. These replace what would otherwise have been
an `InternalsVisibleTo("Opc.Ua.Server")` on `Opc.Ua.Types`.
- `NodeState.IsExplicitlyDefinedChild(context, child)` and `protected
DetachExplicitlyDefinedChild(child)`, used to tell a generated slot
apart from an ordinary child.

### Typed states, no reflection

The generator emits `{Model}NodeSetImportFactoryProvider` — one factory
per model type/declaration, each calling a concrete constructor for an
*empty* state — and makes the generated node manager implement
`INodeSetImportFactoryProvider` by delegating to it. So the builder
resolves the provider from the manager (`NodeManager as
INodeSetImportFactoryProvider`); `Import` also accepts one directly, and
the generated manager exposes `partial void
AddNodeSetImportFactories(List<INodeSetImportFactory>)` for dependency
models. An imported node of a generated type materializes as its
generated `*State` subclass with no type lookup, which keeps the path
NativeAOT-safe.

Because the factories create empty states, an imported instance carries
exactly the children its document declares.

### Reconciliation

When an imported child lands in a slot the generated parent declares
(same BrowseName), it replaces the generated placeholder: the displaced
node and every descendant the document does not carry over are removed
from the manager, and references to them are retargeted at the
replacement. Replacing a node the same `Configure` pass already wired is
rejected with `BadInvalidState` rather than silently dropping the
wiring, and sealing a builder with an unregistered import batch is
rejected too.

### Also

- `RuntimeNodeSetNodeManager` now uses the same importer: its documents
are one batch, so a node may declare a parent in another document of the
group regardless of parse order, and duplicate NodeIds across documents
are detected while parsing.
- Linking resolves an imported child's reference type from its own
inverse reference (previously always `HasComponent`/`HasProperty`).
- Method import keeps the document's `UserExecutable`; it previously
copied `Executable` into it. View import keeps `EventNotifier`.

## Tests

- `NodeSetImporterTests` (15) — discriminator selection, generic
fallbacks, field/value/reference fidelity against a generic import,
cross-document linking, typed replacement of inherited and argument
slots, deferred linking preserving an application `Handle`, duplicate
NodeIds, factory misuse.
- `NodeSetImportBuilderTests` (15) — staging and lookup before
registration, batch linking, attaching to an existing node, provider
resolution, placeholder replacement with reference retargeting,
configured-placeholder rejection, seal/completion guards.
- `NodeSetImportIntegrationTests` (5) — a generated `[NodeManager]`
overlaying its own model on a running server: typed states through the
generated provider, cross-document linking, placeholder replacement, and
browse through a session.
- `NodeManagerGeneratorTests` (+4) — the emitted provider and the
manager's delegation, including that no factory uses
`Activator.CreateInstance`/reflection.
- `NodeSetAotTests` (+1) — the public state-factory import under
NativeAOT.

Full `Opc.Ua.Server.Tests` (4946), `Opc.Ua.SourceGeneration.Core.Tests`
(3821), `Opc.Ua.SourceGeneration.Tests` (165) and `Opc.Ua.Types.Tests`
pass locally on net10.0.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-07 23:12:43 +00:00
romanettandClaude Opus 5 1aed93bd03 Make the predefined node create lifecycle cancellable (#4437)
# Description

Registration of predefined nodes could not be cancelled:
`CreateAsPredefinedNode` ran the whole create lifecycle without a token,
and a cancellation that landed inside `AddPredefinedNodeAsync` could
still leave the manager half-indexed.

**Cancellable create lifecycle.** Adds a
`NodeState.CreateAsPredefinedNode(ISystemContext, CancellationToken)`
overload. The token is threaded through the internal
`CallOnBeforeCreate` / `CreateInternal` / `CallOnAfterCreate` walk, is
checked between nodes and on each convergence pass, and is passed to
every `OnAfterCreate` override. Cancellation leaves the nodes already
completed in the created state, so a later call resumes only the
remaining ones. The existing single-argument overload is unchanged and
delegates with `default`.

**Shared registration helper.** `CustomNodeManager` and
`AsyncCustomNodeManager` each carried an identical private
`CompleteCreateLifecycleForRegistration`. Both are replaced by one
internal `NodeStateLifecycle.CompleteForRegistration`.
`AddPredefinedNodeAsync` now checks cancellation on entry, propagates it
into lifecycle completion, and checks again before
`IndexPredefinedNode`, so a cancelled registration cannot leave a node
indexed, half-created, or a behaviour replacement partially wired.

_(An earlier revision also added `RemoveExplicitlyDefinedChild`
overrides on `MethodState` and `BaseDataVariableState`. Those were
dropped in 45c6b3eb0: #4432 covers the same case inside
`CreateOrReplaceInputArguments` / `CreateOrReplaceOutputArguments` /
`CreateOrReplaceEnumStrings` by assigning the typed replacement
directly, so this PR no longer touches those files.)_

The three `<see cref="NodeState.CreateAsPredefinedNode"/>` references
(two in `src`, three occurrences in a generator template) are qualified
with the parameter list because the new overload makes the unqualified
form ambiguous (CS0419).

Public API added: one overload. No new virtual members.

## Related Issues

No tracking issue — this is a self-contained extraction from the
in-progress node-source lifecycle work, kept separate so the
cancellation semantics can be reviewed on their own.

## Testing

- `dotnet build UA.slnx -c Debug` — 0 errors, no new warnings.
- `dotnet format whitespace UA.slnx --verify-no-changes` on the changed
files — clean.
- net10.0: `Opc.Ua.Types.Tests` 9704 passed, `Opc.Ua.Server.Tests` 4965
passed, `Opc.Ua.SourceGeneration.Core.Tests` 3809 passed — 0 failures
(skips pre-existing).

New coverage: six `AsyncCustomNodeManagerTests` for the registration
cancellation seams (already-cancelled token, an already-created node not
being indexed, the helper's own check, cancellation raised from the
behaviour callback for both the replacement and same-instance paths, and
that removing a node neither deletes it nor repeats its create
lifecycle), three `NodeStateTests` for token propagation,
pre-cancellation and resumption between children.

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed. — ran the
three affected suites on net10.0 only; .NET Framework and the remaining
suites are left to CI.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-07 20:04:42 +00:00
romanettandClaude Opus 5 1af191ec26 Drop the .Common suffix from the three GDS projects (#4438)
# Description

Every other companion specification in the stack ships as `<Family>`,
`<Family>.Client` and `<Family>.Server` — `Opc.Ua.Di`, `Opc.Ua.ISA95`,
`Opc.Ua.Positioning`, `Opc.Ua.Robotics`, `Opc.Ua.Vision`,
`Opc.Ua.WotCon`, `Opc.Ua.XRegistry`, and `Opc.Ua.Lds.Server` without a
family package. GDS was the one exception, carrying a `.Common` suffix
that named nothing.

| Before | After |
| --- | --- |
| `src/Opc.Ua.Gds.Common` | `src/Opc.Ua.Gds` |
| `src/Opc.Ua.Gds.Client.Common` | `src/Opc.Ua.Gds.Client` |
| `src/Opc.Ua.Gds.Server.Common` | `src/Opc.Ua.Gds.Server` |

## No source changes were needed

`RootNamespace` was already the final name in all three projects — the
namespaces have always been `Opc.Ua.Gds`, `Opc.Ua.Gds.Client` and
`Opc.Ua.Gds.Server`, and only `AssemblyName` and `PackageId` disagreed.
Nothing that compiles against these assemblies changes a `using`
directive; the diff outside the moves is entirely ids, paths and prose.

Directories were moved with `git mv`, and every one of the 73 file moves
is detected as a rename at 100% similarity (bar the handful that also
had a name in their text), so `git log --follow` and blame survive.

## Consumer impact

The package ids change, which is visible to anyone consuming the NuGet
packages:

| 1.5.378 package | 2.0 package |
| --- | --- |
| `OPCFoundation.NetStandard.Opc.Ua.Gds.Common` |
`OPCFoundation.NetStandard.Opc.Ua.Gds` |
| `OPCFoundation.NetStandard.Opc.Ua.Gds.Client.Common` |
`OPCFoundation.NetStandard.Opc.Ua.Gds.Client` |
| `OPCFoundation.NetStandard.Opc.Ua.Gds.Server.Common` |
`OPCFoundation.NetStandard.Opc.Ua.Gds.Server` |

`docs/migrate/2.0.x/packages.md` gains a renamed-packages section — it
is the document that undertakes to cover NuGet renames, and had no GDS
entry — and the migration skill's package table gains the two rows a
1.5.378 consumer needs. That is the only hand-written content in this
PR; everything else is mechanical.

Assembly names follow the package ids, so the section also notes that
binding redirects, trimming descriptors and signing manifests naming the
files directly have to be updated.

## Build infrastructure

Everything naming the projects or their output moves with them:

- `UA.slnx` and `tools/MigrationAnalyzer.slnx` (both re-sorted — the
project lists are alphabetical, and `Gds` now sorts before
`Gds.Client`).
- `.azurepipelines/expected-packages.txt` — 3 ids, also re-sorted for
the same reason.
- `.azurepipelines/signlistDebug.txt` and `signlistRelease.txt` — 18
paths each. Their internal ordering is left alone: that group was
already unsorted, and reordering a signing manifest is diff noise.
- `samples/Reference/ConsoleReferenceServer/Dockerfile`, the two
metapackage nuspecs, the analyzer nuspec's package dependencies, and 8
`.csproj` references across tests, samples and tools.

`preview-pack.slnx` is generated from `UA.slnx` by `generate-slnx.ps1`,
so there is nothing static to edit. Nothing under `.github/workflows`,
and no `.ps1`/`.yml` in `.azurepipelines`, names these projects.

The migration analyzer's shim tree mirrors the source project layout by
its own documented convention, so `Gds.Client.Common/` becomes
`Gds.Client/` and its readme table follows.

## Deliberately not changed

Prose naming past work: `plans/23` still records that its deferral
happened during the "GDS Client.Common modernization", which is the name
that effort had. File *paths* in the same document were updated.

## Validation

`net10.0`:

- `UA.slnx`: 0 errors. 14 warnings, all pre-existing
CA1861/CA1850/CA1307 in `XRegistry`, `Types.Tests` and `WotCon.Tests` —
none in anything this PR touches.
- Assemblies build as `Opc.Ua.Gds.dll`, `Opc.Ua.Gds.Client.dll`,
`Opc.Ua.Gds.Server.dll`, with no `*.Common.dll` produced anywhere.
- `Opc.Ua.Gds.Tests`: 1,116 passed, 0 failed, 54 skipped.
- `Opc.Ua.MigrationAnalyzer.Core.Tests`: 10 passed, 3 skipped.
- A repo-wide grep for the old names returns only the intentional old →
new mappings in the migration docs.

## Checklist

- [x] Existing tests pass
- [x] No new tests — this is a rename with no behaviour change
- [x] Consumer-visible package rename documented in the migration guide

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-07 20:08:54 +02:00
Marc SchierandCopilot e8bec27d5d Complete WoT binding preservation and two-pump aggregation (#4431)
# Description

Complete WoT Binding preservation and the two-pump aggregation workflow
without implicit overlays or multi-source action fan-out.

- Add verified linked-document export and bounded partition merging.
Preserve complete source facts, reject contradictory archival content,
and retain usable readable content when a future native grammar is
unsupported.
- Wire local Methods and Condition events through the existing
injectable binding/runtime infrastructure. Keep local and upstream
identities distinct, translate namespace-bearing values, and bound
occurrence routes by source and generation.
- Wait for asynchronous event-producer readiness before completing
subscription creation, so the first alarm is not lost. Preserve
cancellation, teardown, and startup-failure reporting.
- Import runtime types in inheritance order and attach typed Method
argument Properties. Keep generated Double spelling deterministic across
supported frameworks and remove an AOT-unsafe registry validation
conversion.
- Generate both pumps and their asset/group projections. Expose fifteen
typed readings per pump, separate source-owned controls, and
acknowledge/confirm/reset workflows. Extend the demo script for managed
and NativeAOT execution, bounded failures, and exact-process cleanup.
- Synchronize current-state documentation and specification fixtures.
Compose fixture paths from platform-independent components and emit/pin
LF pump XML so byte-exact regeneration holds on Windows, Linux, and
macOS.
- Keep sample JSON readable with sorted members, two-space indentation,
and LF line endings. Normalize generated filenames to single hyphens
without changing registry resource IDs, document values, logical links,
or dependency ordering; the manifest maps resource IDs to their physical
filenames.

Most changed files are deterministic regenerations of checked-in sample
documents. The demo manifest contains 533 linked resources; the
aggregation server remains generic and has no Pump-specific compiled
model dependency.

No new alarm vocabulary, shelving/suppression/dialog/ConditionRefresh
transport mapping, Azure SDK changes, or complete Pump/OpenUSD parity is
introduced.

## Related Issues

Fixes #4430, which records the approved implementation scope, design
decisions, and acceptance criteria.

Follow-up to #4411. Specification fixtures are pinned to
[OPCF-Members/spec-drafts commit
82620d9](https://github.com/OPCF-Members/spec-drafts/commit/82620d9e313f35386dfc7477f7875cd47d2fd268),
associated with OPCF-Members/spec-drafts#35.

## Validation

- .NET 10 and .NET 8: complete affected converter/schema, WoT
Connectivity, and binding suites passed.
- .NET Framework 4.8: affected libraries, converter/generator, projected
runtime, readiness, and NodeSet-import compatibility runs passed. The
existing filesystem test exceeding the host's legacy path limit passed
through a temporary short-path alias, without changing its assertions.
- All 29 aggregation sample tests passed, including the independent
companion-model oracle.
- Managed/default-port and NativeAOT/alternate-port demo runs completed
with 533 documents, two pumps, thirty Good readings, and all four
pump/source control and alarm workflows.
- Timeout and duplicate-port failure paths were exercised; owned
processes and ports were released.
- Specification artifact/rule checks, byte-identical example mirroring,
statement-digest verification, and changed-file whitespace checks
passed.
- The [Build and Test .NET 10.0 workflow for
278b092](https://github.com/OPCFoundation/UA-.NETStandard/actions/runs/34095520510)
passed, including the previously failing Linux/macOS Types and WoT
Connectivity jobs. Portability fixes preserve the existing assertions
and add an explicit LF-output regression.
- After the readability changes in `dc61d032`, all 131 targeted
sample/projected-runtime cases passed on both .NET 10 and .NET Framework
4.8, and all 29 aggregation sample tests passed after rebuilding. All
539 JSON assets meet the formatting and filename rules; the 538 document
JSON values are unchanged, with only physical paths changing in the
manifest. Byte-exact regeneration assertions remain in place.

Local validation was scoped to affected projects rather than the entire
UA.slnx solution. Numeric coverage percentages and remaining CI gates
remain for CI; coverage thresholds were not changed. Existing unrelated
analyzer warnings were left unchanged.

## 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.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [x] I have addressed **all** PR feedback received.

Regression and integration tests are included and passed as described
above; the combined tests/coverage checkbox remains open because numeric
coverage was not measured locally.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 6a9f41b1-72f0-4c74-bd7f-26fa531e5738
2026-09-07 12:24:14 +00:00
romanettandClaude Opus 5 39602bccb1 Add node creation to the fluent node manager builder (#4428)
# Description

`INodeManagerBuilder` gains a node **creation** surface alongside its
existing lookup surface, so a `Configure` partial can fill a namespace
without a NodeSet or a ModelDesign.

Twelve new members, implemented as ordinary public members on
`NodeManagerBuilder` (new partial file
`NodeManagerBuilder.Authoring.cs`):

| Member | Creates |
| --- | --- |
| `AddFolder(name, parentId)` | a `FolderState` (`Organizes`) |
| `AddObject(name, parentId, typeDefinitionId)` | a `BaseObjectState` |
| `AddVariable<TValue>(name, parentId)` | a `BaseDataVariableState`
whose `DataType`/`ValueRank` come from `TValue` |
| `AddMethod(name, parentId)` | an executable `MethodState` |
| `Add<TState>(node, parentId)` | an already-constructed state of any
`NodeState` subclass |
| `Add<TState>(factory, parentId)` | a state built by a factory that
receives the resolved parent |
| `AddRoot<TState>(node)` | a root, with its existing references left
alone |
| `TryGetNode(nodeId, out node)` | lookup across
created-but-not-yet-registered nodes and predefined nodes |

Each `Add*` for a browse name takes a `string` (qualified with the
manager's default namespace) or a `QualifiedName` carrying an explicit
nonzero namespace index — eight overloads plus the four above.

```csharp
partial void Configure(INodeManagerBuilder builder)
{
    INodeBuilder<FolderState> machines = builder.AddFolder("Machines");

    builder.AddVariable<double>("Pressure", machines.Node.NodeId)
        .OnRead(() => m_sensor.Pressure);

    builder.AddMethod("Reset", machines.Node.NodeId)
        .OnCall(ResetAsync);
}
```

Three properties make this usable straight from `Configure`:

- **NodeIds are final before the builder comes back.** Every `Add*` runs
the node — and its whole subtree — through the manager's
`INodeIdFactory` before returning, so `OnRead`/`OnWrite` registrations,
which key off `NodeState.NodeId`, stay valid once the node is
registered.
- **Creation is staged, not immediate.** Created nodes are held until
the manager calls `RegisterAuthoredNodesAsync`. That is what lets a node
name a sibling created moments earlier, and it keeps the builder usable
before the manager has finished building its address space.
- **Custom state types stay typed.** `Add<TState>` returns
`INodeBuilder<TState>`, so a hand-written `NodeState` subclass keeps its
type through the fluent chain.

Staging also makes the builder's own lookups see created nodes: browse
paths, `NodeId`, `TypeDefinitionId` and `DataType` resolution all
consult the staged graph before falling back to the manager's predefined
nodes.

### Registration ordering

A new `protected
FluentNodeManagerBase.RegisterAuthoredNodesAsync(builder, ct)` hands the
staged roots to `AddPredefinedNodeAsync`. It runs **after** the
`Configure` delegates and **before** `CompleteConfigureAsync`, so the
reverse-reference pass sees the new nodes and mirrors their references
to externally owned nodes (typically the ns=0 `Objects` folder) into
`externalReferences`. Three call sites emit it in that position:

- the source-generated `CreateAddressSpaceAsync`
(`NodeManagerTemplates`)
- the hosting `FluentNodeManager` (`FluentNodeManagerFactory`)
- `RuntimeNodeSetNodeManager`, which additionally re-runs
`AddReverseReferencesAsync` because its first pass happens before
`Configure`

A builder that created nothing registers nothing, so the call is safe to
make unconditionally.

The surface is available to **every** fluent host — there is no opt-in
gate and no second builder interface. The generated typed builder
(`FluentBuilderGenerator`) forwards the new members like the rest of
`INodeManagerBuilder`.

### Supporting change

`AsyncCustomNodeManager.PrepareAuthoredNodeIdsForRegistration`
(internal) assigns an id to every node in a subtree that still lacks one
and pulls namespace-0 children into the root's namespace. It differs
from the existing `PrepareInstanceNodeIdsForRegistration`, which only
rebases a subtree that collides with a declaration. It is idempotent.

## Related Issues

- Follow-up tracked in #4429 (adopting this surface in the remaining
hand-rolled node managers, which each need a base-class change first).
- No tracking issue for the API itself yet; happy to open one if
maintainers would like the design recorded as an ADR before review.

## Notes for reviewers

Three judgement calls worth a look:

1. **Always-on rather than gated.** The feature is available to every
fluent host with no enable call. There is no `INodeSource`-style concept
here to withhold it from, so an always-on capability is the same
behaviour with one fewer state flag. Misuse is still rejected: `Add*`
after `Seal()` or after registration throws `BadInvalidState`, a NodeId
in a namespace the manager does not own throws `BadNodeIdInvalid`, and a
parent in one of the manager's *own* namespaces that was never created
throws `BadNodeIdUnknown`.
2. **Detaching from the external-parent proxy goes through
`AddChild`/`RemoveChild`.** The factory overload hands the factory an
identity-only proxy when the parent belongs to another node manager,
then has to drop the parent link the factory established.
`BaseInstanceState.Parent` has an `internal` setter scoped to
`Opc.Ua.Types`, so this pair is the only public route. Commented as such
at the call site. An alternative would be widening that setter or adding
`InternalsVisibleTo` — happy to switch if preferred.
3. **`PrepareNodeIds` does not re-walk per descendant.** The root pass
already covers the subtree, so per-child calls would be no-ops on a
quadratic walk; descendants are only namespace-validated.

One inherited behaviour the new tests pinned down:
`BaseObjectState(parent)` sets `ReferenceTypeId = HasComponent` in its
own constructor, so a node built via the factory overload lands under
the `Objects` folder with `HasComponent`, while the plain `AddObject`
path picks `Organizes`. That asymmetry predates this PR; flagging it in
case it is worth normalizing separately.

`Import(UANodeSet)` is deliberately **not** part of this change — it
belongs to NodeSet import rather than node creation.

## Test results

19 new tests in
`tests/Opc.Ua.Server.Tests/Fluent/NodeManagerBuilderAuthoringTests.cs`
cover NodeId assignment before return, parent-by-NodeId nesting, the
default Objects-folder placement and its inverse reference, custom state
types, both factory paths (authored parent and external-parent proxy),
`AddRoot` reference preservation, `TryGetNode`, id-keyed read handlers
firing on the registered instance, browse-path/NodeId visibility of
created nodes, and every rejection path listed above.

Run against **net10.0** (`-p:CustomTestTarget=net10.0`):

| Suite | Result |
| --- | --- |
| `Opc.Ua.Server.Tests` | 4926 passed, 0 failed, 5 skipped |
| `Opc.Ua.SourceGeneration.Core.Tests` | 3809 passed, 0 failed, 8
skipped |
| `Opc.Ua.SourceGeneration.Tests` | 165 passed, 0 failed |

`UA.slnx` builds with 0 errors and no new warnings.

## 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. (New `Creating nodes
from scratch — the Add* surface` section in `docs/NodeManagers.md`, plus
TOC entry.)
- [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. — **net10.0
only so far** (results above); .NET Framework has not been run locally
yet.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings. — pending first CI run.
- [ ] I have addressed **all** PR feedback received.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-07 07:53:38 +02:00
Marc SchierandCopilot 62658d1a44 Fix runtime schema resolution and direct construction (#4426)
# Description

Fix runtime schema resolution and provide a supported DI-free
construction path for generated data types.

- Resolve registered data types by local/index-form and namespace-URI
identifiers without using BrowseName as a namespace mapping.
- Preserve identifier kind in URI registry keys, so numeric zero and
empty GUID/string/ByteString identifiers remain distinct in nonzero
namespaces, including during replacement.
- Reconstruct typed identifiers during factory URI-to-index fallback
while retaining exact lookup precedence and
unknown-namespace/remote-server guards.
- Make the built-in JSON, XSD, and BSD generators public, stabilize
`EncodeableFactoryDefinitionSource`, and document generated
activator/factory usage.
- Keep the stable-API assertion effective across the
netstandard2.1/net8.0 polyfill boundary by inspecting attribute metadata
without referencing the ambiguous CLR type.
- Merge the latest `master` without dropping upstream changes.

## Related Issues

- Fixes #4423
- Fixes #4424

## Validation

- `Opc.Ua.Core.Schema.Tests`: 157/157 on `net10.0`
- `Opc.Ua.Core.Schema.Tests`: 157/157 on `net48`
- `Opc.Ua.Core.Schema.Tests`: 157/157 with
`CustomTestTarget=netstandard2.1` and its `net8.0` consumer
- Managed `SchemaAotTests`: 4/4
- NativeAOT Release publish and filtered `SchemaAotTests`: 4/4
- All three review reproductions pass against rebuilt assemblies.

## Checklist

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

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: b17fd166-fdef-4660-a9d5-97c0e69f1bd5
2026-09-06 19:17:49 +02:00
Marc Schier 02ea934a31 Complete fluent node manager extensibility (#4418)
# Description

Complete the fluent node-manager extensibility surface needed by dynamic
and externally backed address spaces.

This change:

- adds virtual node families with cheap NodeId ownership checks, async
materialization, per-operation caching, custom browsing, and
family-level callbacks;
- adds monitored-item pre-creation decisions, complete lifecycle hooks,
async batch hooks, stack-managed custom monitored items, and
subscription-gated polling;
- exposes the startup `ApplicationConfiguration` to generated manager
partials through `FluentNodeManagerBase`;
- fixes typed builder proxy support, concrete object wrapper types, and
fully-qualified generated model composition;
- reports unresolved `[NodeManager]` namespace expressions as
`MODELGEN035` instead of silently dropping them;
- documents the new APIs and compatibility behavior.

## Related Issues

- Fixes #4397
- Fixes #4398
- Fixes #4399
- Fixes #4403
- Fixes #4404
- Fixes #4405

## Validation

- `Opc.Ua.Server.Tests` on `net10.0`: 4,886 passed, 5 skipped.
- `Opc.Ua.SourceGeneration.Core.Tests` on `net10.0`: 3,807 passed, 8
skipped.
- `Opc.Ua.SourceGeneration.Tests` on `net10.0`: 164 passed.
- Runtime and generator regression selections passed on `net48`.
- Review-feedback validation: 376 fluent tests passed on `net10.0`; 22
focused tests passed on `net48`.
- The CI timing regression was repeated five times on `net48` and once
on `net10.0`.
- All 266 applicable GitHub Actions and Azure Pipelines checks,
including CodeQL and coverage, pass on `83c571423`.
- AppVeyor reports an immediate zero-duration no-run failure because
`appveyor.yml` whitelists only the `appveyor` branch; it did not execute
this PR.
- `UA.slnx` builds successfully for `net10.0`; affected project builds
are warning-free.
- The repository-wide `dotnet test UA.slnx` invocation is currently
blocked by the solution's mixed VSTest/Microsoft.Testing.Platform
configuration under the .NET 10 SDK, so the affected test projects were
run individually.

## 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.
- [x] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [x] I have addressed **all** PR feedback received.

---------

Copilot-Session: afaa67c9-fc97-4185-a785-edd54a937d95
2026-09-05 09:25:49 +02:00
Marc SchierandCopilot 90fc3cca2f Complete WoT Binding 1.1 alignment and conformance coverage (#4411)
# Description

Completes the UA-.NETStandard implementation of the final OPC UA WoT
Binding 1.1 semantics and aligns the WoT Connectivity 1.1 model with
xRegistry 0.4.0.

The change:

- retires `uav:isEvent` and `uav:severity` from current Binding output
while preserving unknown members through the generic converter's
ordinary residue mechanism;
- removes `uav:severity` from the asset Thing Description parser and
materializer, so document metadata cannot set occurrence severity;
- implements logical EventType definitions, ordered resolution
providers, explicit/default selection precedence, materialized member
paths, and the built-in `BaseEventType` fallback;
- adds deterministic portable identity and browse-path anchoring;
- populates bound type declarations instead of creating duplicate
siblings, including inherited and closed-content validation;
- resolves and validates `uav:externalSchema` without overriding
authoritative DataType definitions;
- hardens DataType dimensions, native projections, preservation
envelopes, URI transmission, projection limits, and delete-policy
handling;
- synchronizes the xRegistry and WoT Connectivity source-generation
inputs;
- pins all 27 specification examples, all 97 implementation-owned
normative requirements, and all 12 cross-language vector groups to the
final specification revision;
- adds `samples/WotCon/run-aggregation-demo.ps1` for a verified
one-command aggregation client/server round trip and replaces the README
topology sketch with Mermaid;
- normalizes redirected PowerShell diagnostic presentation in the
statement-digest test harness so its semantic assertions are stable on
Windows, Linux, and macOS.

WoT Connectivity remains model version `1.1`; draft iterations are
identified by release labels such as `1.1-draft5`.

**Specification dependency:** the evidence assets pin
`OPCF-Members/spec-drafts` `main` commit
`25db507121b503fd31c8816fbfae67a6822e813b`. The corresponding
specification follow-up is `OPCF-Members/spec-drafts#35`.

## Validation

- Latest GitHub/Azure CI: 266/266 checks passed.
- .NET 10 feedback-focused tests:
  - WoT Connectivity event/model/traceability: 72 passed
  - binding capability/traceability: 8 passed
  - coverage-gate tests: 25 passed
- Complete .NET 10 Tools project: 752 passed, 1 intentionally skipped.
- .NET Framework 4.8:
  - WoT Connectivity event/model/traceability: 72 passed
  - WotCon bindings build: 0 warnings, 0 errors
- NativeAOT build: 0 warnings, 0 errors.
- WoT aggregation demo: 16 documents uploaded and all 10 mapped values
read with Good status; exact processes and isolated PKI stores cleaned
up.
- Specification traceability: 402 normative statements mapped; all 97
implementation-owned statements have passing test evidence with zero
gaps.
- Shared conformance vectors: 12/12 groups execute.
- Final CI coverage:
  - project line coverage: 86.83% (floor 70%)
  - project branch coverage: 76.71% (floor 60%)
  - patch coverage: 100.00% (2,591/2,591 changed lines)
  - coverage gate passed

## Related Issues

Follow-up to #4375 and alignment with `OPCF-Members/spec-drafts#31` and
`OPCF-Members/spec-drafts#35`. No separate tracking issue was opened for
this follow-up.

## Checklist

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

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 6a9f41b1-72f0-4c74-bd7f-26fa531e5738
2026-09-04 23:36:18 +02:00
Marc Schier e7542b7f5f Fix generated structured defaults and dependency metadata (#4414)
# Description

Fix two source-generator paths that lost variable values or metadata:

- XML `ExtensionObject` defaults without a `TypeId` now resolve their
body through the encodeable factory's registered XML qualified name,
decode to the generated structure, and retain the XML encoding
identifier.
- The existing preview `ModelDependencyV1` payload now carries effective
child access and user-access values, minimum sampling interval,
historizing state, and serialized default-value XML across referenced
assemblies.

The dependency validator rehydrates this metadata before inherited
instance factories are generated. Explicit non-null extension-object
TypeIds remain authoritative, unknown XML bodies remain raw XML, and
explicit design files remain authoritative over referenced payloads.

## Related Issues

- Fixes #4401
- Fixes #4402

## Validation

- Focused decoder, payload, validator, and Roslyn producer/consumer
regressions on `net10.0` and `net48`
- `tools/SourceGeneration.slnx` Debug builds on `net10.0` and `net48`
- `tools/SourceGeneration.slnx` Release build on `net10.0`
- Scoped `UA.slnx` Debug build on `net10.0`

## 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.

---------

Copilot-Session: 66e6d342-d4a0-4d53-822b-524982c62f15
2026-09-04 12:42:32 +00:00
Marc SchierandCopilot 6e1131f30f Allow partial endpoint filters in RoleManager (#4413)
# Description

Align `RoleManager.AddEndpoint` validation with the Part 18 endpoint
comparison semantics already implemented by `EndpointTypeComparer`.

- Accept endpoint mapping rules when any `EndpointType` field is
non-default, including security-mode-only wildcard filters.
- Continue rejecting null and completely default endpoint rules.
- Preserve duplicate detection, removal, role-change notifications, and
the RoleType `AddEndpoint` method path.
- Document partial endpoint filters and their wildcard behavior.

## Related Issues

- Fixes #4412

## Validation

- `Opc.Ua.Server.Tests` `Roles` category on .NET 10: 171 passed.
- `Opc.Ua.Server.Tests` `Roles` category on .NET Framework 4.8: 171
passed.

## 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.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-09-04 10:54:31 +00:00
romanettandClaude Fable 5.1 676c6e9ea2 Split ConfigurationNodeManager by concern (#4381) (#4406)
# Description

`ConfigurationNodeManager` was a 5002-line class mixing OPC UA Part 12
push certificate management, Part 5 namespace metadata, §7.8.3
certificate alarms and address-space plumbing. This PR separates those
concerns without changing the public or protected API.

**Partial-class split by concern** (`src/Opc.Ua.Server/Configuration/`):
the core file keeps construction, address-space setup, access control,
transaction diagnostics and the shared state (1271 lines); the rest
moves verbatim into sibling files, each with a class summary naming its
concern and the shared fields it may touch, following the
`MasterNodeManager.*.cs` / `DiagnosticsNodeManager.AliasNames.cs`
pattern:

- `ConfigurationNodeManager.PushMethods.cs` – UpdateCertificate,
CreateSelfSignedCertificate, DeleteCertificate, CreateSigningRequest,
GetRejectedList, GetCertificates, KeyCredential push binding
- `ConfigurationNodeManager.CertificateSlots.cs` – slot
resolution/occupancy, staged slot replacement with rollback, issuer
import cleanup, rotation registration, endpoint-reference guards
- `ConfigurationNodeManager.ApplyChanges.cs` –
ApplyChanges/CancelChanges, deferred grace-period apply,
ResetToServerDefaults, shutdown drains
- `ConfigurationNodeManager.TrustMaterial.cs` – TrustList change effects
and the trust-material enforcement pump
- `ConfigurationNodeManager.CertificateAlarms.cs` and
`ConfigurationNodeManager.NamespaceMetadata.cs` – thin facades over the
new collaborators below

**Three collaborators extracted** for the areas that touch only their
own state (continuing the pattern of
`PushConfigurationTransactionCoordinator` /
`PushConfigurationTrustListEffectHandler`):

- `PushCertificateValidation` – the stateless validators
(certificate/issuer-chain and TrustList checks, subject and key-size
rules, endpoint-reference check, slot selection)
- `NamespaceMetadataRegistry` – URI/index cache, lazy creation and
default-permission tracking of `NamespaceMetadataState` nodes, reached
through a small `INamespaceMetadataHost` seam the manager implements
(same shape as `IAliasNameMaterializerHost`)
- `CertificateAlarmScheduler` – alarm instantiation, periodic
refresh/evaluation and start/stop lifecycle for the §7.8.3 alarms
- `ServerCertificateGroup` is promoted from a private nested class to an
internal top-level type so the collaborators can share it

Log messages that moved get their own `ServerEventIds` blocks
(`CertificateAlarmScheduler = 40`, `NamespaceMetadataRegistry = 570`);
the remaining `ConfigurationNodeManagerLog` ids are renumbered
contiguously.

**Why not separate node managers.** The infrastructure for a second ns=0
manager exists, but Part 12 push owns no nodes of its own; it binds
behaviour onto ns=0 nodes the diagnostics manager loads. A second
manager would break the index-0 assumptions in `MasterNodeManager`, the
diagnostics-to-configuration downcast in `ServerInternalData`,
`IMainNodeManagerFactory`, the ReferenceServer subclass and the test
harnesses that construct one manager, for no architectural gain.

**Reviewer notes**

- `git diff -M --color-moved=dimmed-zebra
--color-moved-ws=ignore-all-space` shows the satellite bodies as moves
rather than additions.
- Public/protected surface of `ConfigurationNodeManager` and
`IConfigurationNodeManager` is unchanged;
`ReferenceServerConfigurationNodeManager` is untouched. Only `internal`
members moved, and the four test files that called them were updated
(validation statics now on `PushCertificateValidation`, alarm internals
via `manager.AlarmScheduler`).
- Tests that reflect on `ConfigurationNodeManager` private members by
name keep working because the members stay on the partial class.
- New fixtures: `CertificateAlarmSchedulerTests`,
`NamespaceMetadataRegistryTests`.
- Verified locally: server project builds for all target frameworks with
0 warnings; configuration-related server tests (373) and GDS `PushTest`
(327) pass on net10.0; `dotnet format --verify-no-changes` is clean on
the touched files.

## Related Issues

- Fixes #4381

## Checklist

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

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-04 07:59:45 +00:00
Marc SchierandCopilot c4960b542d Fix typed instance child NodeIds during registration (#4395)
## Summary

- selectively repair typed instance subtrees during asynchronous
registration when null, foreign declaration, or type-colliding NodeIds
remain
- preserve caller-assigned IDs in manager-owned namespaces, well-known
namespace-zero roots, and standalone foreign nodes
- assign `CreateProgramStateMachine` child NodeIds at the fluent
creation point without changing generic synchronous registration
semantics
- add `ProgramStateMachineState` regressions proving `CurrentState`
descendants are manager-owned and reachable
- document the registration contract and synchronize the bundled
migration-plugin copy

## Relationship to #4389

This is a compatibility fix for the existing `AsyncCustomNodeManager`
and fluent state-machine paths and should land independently. The
node-source work in #4389 has been rebased over this change locally and
retains its cancellation-aware lifecycle ordering.

## Validation

| Scope | Result |
| --- | --- |
| Focused `net10.0` NodeId/fluent regressions | Passed |
| Focused `net48` NodeId/fluent regressions | Passed |
| Full `Opc.Ua.Server.Tests` `net10.0` | 4,862 passed, 5 skipped |
| `Opc.Ua.Client.ComplexTypes.Tests` `net10.0` / `net48` | 2,773 passed
on each |
| `Opc.Ua.Di.Tests` `net10.0` / `net48` | 424 passed on each |
| `Opc.Ua.InformationModel.Tests` `net10.0` / `net48` | 1,080 passed, 20
skipped on each |
| Migration plugin validation | 15 bundled docs synchronized |
| Full solution build `net10.0` | Succeeded |

## Related Issues

Fixes #4376

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 78e1a2f4-c8a5-4627-aa90-1f2993541ebe
2026-09-03 12:53:34 +02:00
Marc SchierandCopilot 4c973dc2e0 Remove the implicit fluent ReferenceServer root (#4394)
## Summary

- stop `AddNodeManager(namespaceUri, build)` from creating a hidden
`ReferenceServer` folder
- keep the named root as an internal opt-in used only by
`AddReferenceServer`
- centralize fluent node-manager factory registration so the interface
implementation and extension path cannot diverge
- add hosting coverage for the no-root default, explicit
callback-created roots, and the reference-server preset
- update hosting API documentation and examples to show explicit root
creation and placement

## Relationship to #4389

This is an independent hosting bug in `FluentNodeManagerFactory`; #4389
does not change that factory. Keeping it separate avoids expanding the
already large architectural PR. The node-source branch has been rebased
over this fix locally without reintroducing the implicit root.

## Validation

| Scope | Result |
| --- | --- |
| Focused hosting tests `net10.0` | 17 passed |
| Focused hosting tests `net48` | 17 passed |
| Full `Opc.Ua.Server.Tests` `net10.0` | 4,861 passed, 5 skipped |
| Full solution build `net10.0` | Succeeded |
| Full `Opc.Ua.Server.Tests` `net48` | 4,855 passed, 6 skipped before
the assembly-wide teardown reported four outstanding certificate
wrappers; the same teardown result reproduced on the independent #4376
branch |

## Related Issues

Fixes #4388

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-09-03 10:39:00 +02:00
Marc Schier fd7c88c136 Add federated OpenUSD site demo (#4393)
# Description

Adds a one-command federated OpenUSD site demo and fixes the composition
path
that previously produced an empty, overlapping, or poorly framed
viewport.

- Add
`samples/OpenUsd/SiteCompositionServer/run-site-composition-demo.ps1` to
  build and start the pump, generator, and site servers, wait for every
  endpoint, publish the connector and viewer side by side, launch the
  federated viewport, and clean up child processes and artifacts.
- Include every fetched root layer in the generated stage and prepare
  structural component composition before the retained renderer starts.
- Continue persisting structural changes while forwarding value-only
updates
  into the live viewport, avoiding renderer topology invalidation.
- Fold structured translation, rotation, and scale values into
`xformOp:transform` matrices in `UsdFileSink`, including time samples,
so
multiple pump and generator instances remain distinct when the stage is
  reopened.
- Preserve the latest prior transform components when independently
sampled
  translation, rotation, or scale history adds a new matrix sample.
- Reframe the site camera to show all three default pumps and both
generator
  sets.
- Move the detailed root sample catalog to `docs/samples.md` and replace
it
with a concise link to the platform-independent samples and companion
sample
  repository.

Validation performed:

- Ran the demo script through both its existing-viewer-bundle path and
its
  default side-by-side publish path on isolated ports.
- Ran the focused OpenUSD connector and file-sink tests: 30 passed.
- Ran the full `Opc.Ua.OpenUsd.Tests` project: 919 passed; the remaining
local
failure is the existing culture-sensitive decimal formatting assertion
on
  this host's `en-DE` culture.
- Ran the focused review-feedback file-sink tests: 19 passed.

## Related Issues

- Fixes #4392

## 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.

---------

Copilot-Session: 797ea461-49e2-4844-b6a4-54565a9469bd
2026-09-03 10:34:21 +02:00
f96ca6df0b Enforce trust-material changes on live channels regardless of origin (#4357)
## Proposed changes

When a CRL (or any other trust-material change) reaches the server,
connected clients whose certificates it revokes should be disconnected
immediately — not at their next security-token renewal (default lifetime
1 h). The `ApplyChanges` push path already ran the OPC 10000-12 §7.10.9
sweep, but three gaps kept a revoked client connected:

1. **The push path never invalidated the validator.** `TrustList` writes
certificates/CRLs directly to the stores;
`CertificateManager.NotifyTrustListChanged` (the only thing that drops
the cached validation cores) was never called. Freshness relied on the
directory store's `(name, length, mtime)` + 30 s cache heuristic, which
non-directory `ICertificateStore` implementations don't even guarantee.
Worse: with `SecurityConfiguration.UseValidatedCertificates = true`, the
thumbprint fast path returned **before the revocation check**, so a
pushed CRL was never enforced at all for a previously-seen client — not
at renewal, not even on a fresh channel.
2. **Out-of-band changes had no server-side consumer.**
`CertificateChangeKind.TrustListUpdated`/`CrlUpdated` (raised by
`WriteTrustListAsync`, `ITrustListTransaction` commits, HA shared-store
sync) were only observed by the client-side `ManagedSession`;
enforcement waited for the token renewal.
3. The legacy non-transactional `TrustList` (immediate apply,
`applyChangesRequired = false`) ran no effects at all.

### Changes

- `NotifyTrustListChanged` is now part of `ICertificateTrustListManager`
(public on `CertificateManager`). The `ApplyChanges` deferred apply
calls it for every committed scope after the response boundary and
**before** the §7.10.9 sweep, so the sweep provably observes the
committed stores. The legacy `TrustList` gets the same via an opt-in
`SetTrustListChangeNotifier`.
- The `UseValidatedCertificates` fast path in
`CertificateValidationCore` moved after the issuer walk: revocation is
always evaluated; a clean cache hit still skips the expensive chain
build (the performance intent is preserved, the security hole is not).
- New internal `CertificateChangePump<TState>`, extracted from
`ClientChannelManagerCertRotation` (which now runs on it, behavior
unchanged), coalesces `CertificateChanges` events.
`ConfigurationNodeManager` subscribes a scope-union pump so **any**
`TrustListUpdated`/`CrlUpdated` — whatever wrote the stores — triggers
the same `IPushConfigurationTrustListEffectHandler` fan-out. Self-raised
notifications are suppressed, so a push still runs exactly one sweep.
Session semantics are unchanged: peer revocation cuts only the
SecureChannel; only user-token-group changes close Sessions
(+Subscriptions).
- The per-group store identifiers preserve the configured `StoreType`
instead of re-inferring it from the path (fixes pushing through a
different store implementation than the validator reads for custom
providers, e.g. HA shared key-value stores).
- Integrated the caller-owned `CertificateStoreIdentifier.OpenStore`
contract from #4382: `TrustList` lazily holds its trusted/issuer store
instances for its lifetime, `ConfigurationNodeManager` owns its
rejected-store instance, and both node managers dispose the handlers
they own. This replaces the former interim identifier-cache cleanup
while keeping the shutdown leak gate clean.

### Behavior notes

- A server that previously kept revoked clients connected until token
renewal now cuts them as soon as an out-of-band CRL lands. Re-validation
failures fail open (a channel whose trust cannot be determined stays
open), and closed-channel counts are logged.
- Hosts using `UseValidatedCertificates` for throughput keep the
chain-build saving but lose a revocation-check skip they should never
have had.
- A bare file copied into a store directory raises no event and is still
only picked up at the next validation (bounded by the 30 s directory
cache for new channels).

### Tests

- `PushTest.PushedCrlDisconnectsRevokedClientAsync` — end-to-end: a
client with a CA-issued certificate connects, a CRL revoking it is
pushed via `CloseAndUpdate` + `ApplyChanges`, the server cuts its
channel right after the response and refuses its reconnects; the
unaffected admin client stays connected; trust material is restored
afterwards.
- `ConfigurationNodeManagerTrustListEffectsTests` — live-validator
enforcement after a pushed CRL, out-of-band pump dispatch per scope,
scope→effect mapping, store-type preservation.
-
`CertificateValidationCoreTests.ValidatedCertificateFastPathDoesNotSkipRevocationAsync`
— fails without the fast-path fix.
- `CertificateChangePumpTests` — coalescing, drain-until-empty, error
resilience, dispose semantics.
- `TrustListTests` — legacy notifier flags for
`CloseAndUpdate`/`AddCertificate`/`RemoveCertificate`.

Suites run locally (net10.0): GDS PushTest 314/314 (leak detector
clean), Server.Tests configuration/trust/push 416/416, Core.Tests
certificate/channel 556/556, Client.Tests 2161/2161; net48 build clean.

## Types of changes

- [x] Bugfix (non-breaking change which fixes an issue)
- [x] Enhancement (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality to change)
- [ ] Documentation Update (if none of the other choices apply)

## Checklist

- [x] I have read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf).
- [x] I ran tests locally with my changes.
- [x] I have added tests that prove my fix is effective or that my
feature works.
- [x] I have added necessary documentation (if appropriate).

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Marc <marcschier@hotmail.com>
Copilot-Session: d043dc7d-5c08-4084-96be-1f64e5466525
2026-09-02 12:12:55 +00:00
Marc SchierandCopilot c84c168585 Merge OpenUSD scene packages (#4384)
# Description

Merge the draft OpenUSD Scene Materialization projects into the existing
OpenUSD core and server
packages:

- move the scene companion model, document/value model, and `.usda`
conversion APIs into
  `Opc.Ua.OpenUsd`;
- move discovery, materialization, export, and Part 1 interop into
`Opc.Ua.OpenUsd.Server`;
- rename the CLR APIs to `Opc.Ua.OpenUsd.Scene`,
`Opc.Ua.OpenUsd.Scene.Conversion`, and
  `Opc.Ua.OpenUsd.Server.Scene`;
- remove the `Opc.Ua.OpenUsdScene` and `Opc.Ua.OpenUsdScene.Server`
projects and NuGet package IDs;
- update the connector, the consolidated OpenUSD test project, package
READMEs, and developer docs.

This is an intentional source- and binary-breaking cleanup for the draft
Scene packages. The OPC UA
Scene model URI, version, NodeIds, and wire behavior remain unchanged.

## Related Issues

- Fixes #4383

## Validation

- `UA.slnx` Release builds completed for `CustomTestTarget=net10.0` and
`CustomTestTarget=net48`.
- OpenUSD tests passed on net10.0 (915) and net48 (879), excluding the
existing host-culture
assertion; the isolated assertion passed under invariant globalization.
- The generated Release pack contains the expected 75 packages, emits
neither retired Scene
package, and passes
`.azurepipelines\validate-source-generator-packages.ps1`.
- The two surviving packages expose the new nested namespaces and
contain no retired package
  dependencies.

## 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.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-09-02 12:06:52 +00:00
Marc SchierandCopilot df44b460be Complete CreateInstanceOf node lifecycle during registration (#4360)
# Description

Generated `CreateInstanceOf<Type>` factories build typed node graphs and
assign
per-instance NodeIds, but intentionally leave the node create lifecycle
open.
Hand-written callers commonly registered those graphs without calling
`CreateAsPredefinedNode`, so `OnBeforeCreate`, `OnAfterCreate`, and
change-mask
clearing never ran.

This change:

- adds `NodeState.IsCreated` and makes lifecycle completion idempotent
per node;
- completes newly materialized children, including children created by
  `OnAfterCreate`;
- bounds late-child lifecycle convergence and fails explicitly if
callbacks
  keep adding uncreated nodes;
- completes uncreated nodes automatically before predefined-node
registration
  and behavior wiring in both async and legacy custom node managers;
- assigns/rebases async-node-manager NodeIds before lifecycle callbacks;
- emits a null-safe Debug diagnostic when registration performs
completion;
- documents the generated-factory lifecycle contract and migration
behavior;
- adds regressions for condition/alarm method binding,
finite-state-machine
  namespaces, Fluent state-node rebasing, behavior replacement, cloning,
deletion, late children, non-converging callbacks, and synchronous/async
  registration.

The tracked `src/` and `samples/` call-site audit covered 2,953 C#
files. No
additional ordering-sensitive call sites require explicit completion
beyond
the three existing DI/Robotics sites.

## Validation

- `dotnet build UA.slnx -c Release -p:CustomTestTarget=net10.0`: passed.
- `Opc.Ua.Server.Tests` net10.0: 4,811 passed, 5 skipped.
- `NodeStateTests` net10.0 and net48: 213 passed on each.
- Node-manager lifecycle and null-logger tests net48: 459 passed.
- Source-generation core tests net10.0 and net48: 3,802 passed, 8
skipped on
  each.
- DI, Robotics, ISA95, Positioning, Vision, Vision.Intent, and XRegistry
  suites passed on net10.0 and net48.
- Generated alarm lifecycle regression passed on net10.0 and net48.

The solution build reports six pre-existing CA warnings in untouched
files.
The OpenUSD suite has one pre-existing locale-sensitive failure in
`StructuredCartesianCoordinatesAreAccepted` (`1.5` expected versus `1,5`
under `en-DE`); all other OpenUSD tests passed on both tested
frameworks.

## Related Issues

- Fixes #4320

## 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.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 7ffdc400-0710-4a2e-a9d1-c0e1a9b3b81e
2026-09-02 13:08:49 +02:00
Marc SchierandCopilot b97fd8d4b5 Fix OPC 10000-21 onboarding interoperability (#4385)
# Description

Fix the four blockers that prevented the OPC 10000-21 onboarding
registrar and client from working end to end:

- generate every `ModelDesign` target independently, including multiple
models in one directory, while preserving stable identifier CSV matching
and cross-model dependencies;
- ship the generated `Opc.Ua.Onboarding` constants, node states,
encodeables, and typed clients from `Opc.Ua.Gds.Common`;
- correct the standard `EncodedTicket` datatype to derive from
`ByteString`;
- align the new 2.0 `OnboardingClient` API with the generated
`ArrayOf<ByteString>` / `ArrayOf<StatusCode>` contract;
- make `BindToTicketStore` fully asynchronous, cancellation-aware, and
assign the declared output slot instead of appending a second output;
- add generated-model, client fallback, server binding, and in-process
end-to-end regressions.

The change also adds `samples/Gds/OnboardingRegistrar`,
`samples/Gds/OnboardingClient`, and `run-onboarding-demo.ps1`. The demo
loads the generated GDS and Onboarding models, restricts ticket
administration to an ephemeral `RegistrarAdmin` user, proves anonymous
access is denied, and completes a secure register/unregister round trip.

The History CI follow-up rejects negative and non-finite
processed-history intervals before provider dispatch and enforces the
buffered aggregate output cap while calculator results are flushed. This
prevents malformed requests from running until the client timeout,
exhausting memory, delaying server teardown, and causing later
alarm-event tests to fail.

## Related Issues

- Fixes #4378
- Unblocks OPCFoundation/UA-.NETStandard-Samples#819
- Tracks the canonical model correction in OPCFoundation/UA-Nodeset#122

## Validation

- Full `net10.0` test projects:
  - `Opc.Ua.SourceGeneration.Core.Tests`: 3803 passed, 8 skipped
  - `Opc.Ua.SourceGeneration.Tests`: 143 passed
  - `Opc.Ua.Gds.Tests`: 1114 passed, 42 skipped
- `Opc.Ua.History.Tests` with the CI coverage settings: 506 passed, 27
skipped
- `HistorianDispatcher` tests: 88 passed on `net10.0`.
- Invalid processed-history interval regressions passed on `net10.0` and
`net48`.
- Focused onboarding/source-generation regressions passed on `net48`.
- `dotnet build UA.slnx -p:CustomTestTarget=net10.0 --no-restore`
succeeded; the reported analyzer warnings are pre-existing in unchanged
XRegistry/WoT files.
- Packed all three GDS packages and verified the packaged
`Opc.Ua.Gds.Common` assembly contains the generated Onboarding model
surface.
- `pwsh samples/Gds/run-onboarding-demo.ps1` verified anonymous denial
and the authenticated secure ticket lifecycle.

## 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.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 2d2c52c7-7040-4bd6-98de-aaf82ba7846b
2026-09-02 11:39:19 +02:00
029e4ce7f3 Fix ManagedSession.CloseAsync blocking during reconnect attempts (#4374)
- [x] `ConnectionStateMachine.RequestClose()` cancels the
connect/reconnect/failover attempt in flight (linked close token)
instead of only flagging the state
- [x] `WaitForClosedAsync` is released whenever the machine reaches
`Closed`, including through dispose
- [x] `ManagedSession.CloseAsync(timeout, closeChannel, ct)` honours
`timeout` (bounded wait, `BadTimeout` on expiry) and `closeChannel`, and
returns the real close status; `CloseAsync(ct)` now closes through the
same path
- [x] `Session.CloseAsync` publish drain waits only for the requests in
flight at close time, skips when no response can arrive, and no longer
issues `Cancel` round trips for already-completed requests
- [x] Unit tests: `ConnectionStateMachineTests` (close cancels reconnect
in flight, close during connect) and `ManagedSessionTests` (close
completes while a connect attempt is in flight)
- [x] `docs/Sessions.md` documents the close semantics
- [x] Validation: Opc.Ua.Client builds for all TFMs;
`Opc.Ua.Client.Tests` (2167 passed) and `Opc.Ua.Sessions.Tests` (775
passed) green on net10.0
- [ ] `Opc.Ua.Subscriptions.Tests` run was still in progress when time
ran out

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

- Fixes #4364

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: romanett <7413710+romanett@users.noreply.github.com>
Co-authored-by: romanett <romanett98@gmail.com>
2026-09-02 09:28:45 +00:00
romanettandClaude Fable 5 6e791517b5 Make CertificateStoreIdentifier a pure store description (#4382)
### Why

Follows up on the [review discussion in
#4357](https://github.com/OPCFoundation/UA-.NETStandard/pull/4357#discussion_r3903422013):
the rule in this codebase is *if you get handed an IDisposable, it is
your responsibility to dispose it*, but
`CertificateStoreIdentifier.OpenStore` handed every caller the **one**
store instance cached on the identifier. A caller honoring the rule
disposed shared state other holders of the same identifier were still
using (it only appeared to work because the store implementations
tolerate use after dispose), while a caller that only called `Close()`
left the cached instance — and its parsed-certificate cache — alive with
no owner, which is exactly what the certificate leak gates flag at suite
end.

### What

Of the two options discussed (caller-owned instance vs. a new
ref-counted wrapper type), this implements the simpler one, modeled on
the existing `CertificateIdentifier` / `Certificate` pair:

- `CertificateStoreIdentifier` is now a pure **description** of a store,
exactly like `CertificateIdentifier` is for a certificate. It caches
nothing and has no disposable-like lifecycle.
- `OpenStore` creates and opens a **new instance on every call**, which
the caller owns and must dispose — like a resolved `Certificate`. If
`Open` throws, the instance is disposed before the exception propagates.
- Components that access a store repeatedly keep their instance open for
as long as they need it instead of relying on identifier-level caching:
the certificate validator already does this via its per-core store cache
(`CertificateValidationCore.m_stores`), which now also disposes the
loser of its benign `GetOrAdd` race instead of leaking it.
- Call sites that relied on the shared cached instance by only calling
`Close()` now dispose the store they own:
`CertificateTrustList.GetCertificatesAsync`, `SecurityConfiguration`
store validation, both `X509Utils` store extensions, the server
`TrustList` store-update helpers and the rejected-certificate list read.
- New `CertificateStoreIdentifierOpenStoreTests` pin the ownership
contract (independent instance per call, disposing one instance does not
affect another, empty path returns null).

A ref-counted wrapper prototype was implemented and discarded: it forced
every short-lived identifier creation site (~20 in src, more in tests)
to release a hidden base reference, spreading the disposable-like
lifecycle the review objected to across the whole codebase instead of
removing it.

### Verified

Release, `net10.0`, with `OPCUA_CERTIFICATE_LEAK_TRACKING=1`:
- Opc.Ua.Core.Tests: 4376 passed
- Opc.Ua.Configuration.Tests: 227 passed
- Opc.Ua.Server.Tests: 4797 passed
- Opc.Ua.Gds.Tests: 1111 passed
- Opc.Ua.Client.Tests (full suite): 2164 passed
- Opc.Ua.Core.Security.Tests: 556 passed
- Opc.Ua.PubSub.Mqtt.Tests: 157 passed (its strict certificate
instance-count test passes unmodified under the new contract)
- Opc.Ua.Tools.Tests: 710 passed

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-09-02 10:43:13 +02:00
romanettandClaude Opus 5 ff68296fda Close the SupportsFilteredRetain gaps in the server implementation (#4377)
Fixes #4370.

`SupportsFilteredRetain` worked for the exact shape the unit tests
exercised, but was unreachable for other filter targets, wrong for
branches, and kept state that outlived the filter it was derived from.
This addresses all seven gaps from the issue.

### 1 — reachable only via `InstanceStateSnapshot`

`CanSendFilteredAlarm` now resolves the condition through a helper that
accepts either a snapshot's `Handle` or a `ConditionState` passed
directly. Anything else still degrades to plain `WhereClause.Evaluate`,
which is now stated in the XML docs instead of left implicit.

### 2 — the commented-out `Retain` guard

Behaviour is unchanged — that is a spec call — but the dead `if` is gone
and the open question is written up in place with a link to the issue,
so it is tracked somewhere more durable than a bare source comment.

### 3 — branches collide on the key

The key is now composed of ConditionId **and** BranchId, so a condition
and its branches no longer contend for one entry.

### 4 — branches never inherit the flag

`CreateBranch` copies `SupportsFilteredRetain` into the branch
explicitly.

### 5 — address-space wiring

I checked the spec before touching this. Part 9 §5.5.2 says the Property
*"is only provided on the ConditionType"*, and `i=32060` in the standard
nodeset accordingly carries no `HasModellingRule` — so the generator and
nodeset are right, and making it an instance child would be the
deviation.

Confirmed experimentally: flipping `StandardTypes.xml` to
`ModellingRule="Optional"` does generate the full property /
`GetChildren` / `FindChild` / `CopyTo` wiring, and its **only**
address-space effect is stamping `ModellingRule_Optional` onto `i=32060`
— which the standard nodeset does not have. That change is therefore not
made here.

The two halves are reconciled the other way instead: the C# property is
documented as the server-side per-condition switch that is deliberately
*not* an address-space child (clients read the flag from the type node,
which the generated address space already builds), with a test locking
that in. Since nothing walks it as a child, #4 is fixed by the explicit
copy rather than by `Initialize`.

### 6 — `ConditionRefresh` bypassed the bookkeeping

Fixed for free by 1. Refresh queues the raw `ConditionState`, which now
resolves, so refreshed conditions are evaluated against the where clause
and re-prime their entries. No new API was needed — the concern in the
issue about refresh mutating the set turns out to be benign: an entry
means "passed the where clause at the last evaluation", so a refresh of
an in-scope condition removes and re-adds the same key.

### 7 — never cleared, never persisted

`ModifyAttributes` discards the state when the where clause actually
changes (select clauses are ignored — they only shape the fields of an
event that is being sent anyway). Persistence added via
`IStoredMonitoredItem.FilteredRetainConditionIds` →
`StoredMonitoredItem` → `ToStorableMonitoredItem` / restore constructor,
plus encode/decode in `SharedKeyValueSubscriptionStore` behind a new
definition format version 3.

## Judgment calls worth a look

- **`SetMonitoringMode` deliberately keeps the state.** A disabled item
never reaches `CanSendFilteredAlarm` at all, so the entries still
describe what the client was last told, and the trailing event is owed
to it once reporting resumes. Documented rather than changed.
- **`IStoredMonitoredItem` gained a member**, which is source-breaking
for anyone with a custom subscription store. `TestStoredMonitoredItem`
in the test suite needed the same one-line addition.

## Tests

`tests/Opc.Ua.Server.Tests/FilterRetainTests.cs` grows from 16 to 26
tests, covering branches, `ConditionState` targets, filter modification
(both changed and unchanged where clause) and a durable round trip. Each
new test was verified to fail against the unfixed code by reverting the
corresponding change individually.

The suite also drops the reflection hazard the issue flagged: a
`TestableMonitoredItem` subclass exposes the protected method, so a
signature change now fails the build instead of the run. Its queue
factory is owned by the fixture rather than disposed inside the call
that hands it to the item.

## Verification

Full solution builds clean. `Opc.Ua.Server.Tests` (4801),
`Opc.Ua.Core.Tests` (4371), `Opc.Ua.Redundancy.Server.Tests` (573) and
`Opc.Ua.History.Tests` (506) all pass on net10.0.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-02 07:02:43 +02:00
Marc SchierandCopilot 8ce8c30c21 Default null GetCertificates group to DefaultApplicationGroup (#4380)
# Description

Make `ServerConfiguration.GetCertificates` interpret `NodeId.Null` as
the
`DefaultApplicationGroup`, matching the other PushManagement certificate
Methods.

- Centralize certificate-group defaulting and validation in
  `ConfigurationNodeManager`.
- Preserve `Bad_InvalidArgument` for unknown non-null group IDs and
retain the
  existing authorization ordering.
- Cover the behavior through direct server and public push-client tests.
- Document the null-group behavior and correct the OPC 10000-12
reference to
  §7.10.8.

## Related Issues

- Fixes #4379

## Validation

- `ConfigurationNodeManagerPushTests.GetCertificates*`: 5 passed on
`net10.0`
  and 5 passed on `net48`.
- `PushTest.GetCertificatesAsync` and
`PushTest.VerifyNoUserAccessAsync`: 26
  passed on `net10.0`; 10 passed and 16 unsupported ECC fixture variants
  skipped on `net48`.

## Checklist

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

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 4cd8e98c-7cbc-45bb-9ee8-2fdd7fd59e3c
2026-09-02 07:01:45 +02:00
Marc SchierandCopilot 81f200c9d2 Align WoT conversion and runtime with Binding 1.1 (#4375)
## Summary

Align the generic WoT/NodeSet converter, WoT Connectivity registry, and
runtime
binding implementation with the OPC UA WoT Binding 1.1 draft.

### Conversion and preservation

- fix the standard placeholder ModellingRule NodeIds;
- make every produced/restored NodeSet importable by completing required
aliases;
- support `ua:ComponentOf`, arbitrary companion ReferenceTypes,
BrowseNames,
  InverseNames, symmetric references, and exact direction;
- enforce the projection annotation allowlist and deterministic total
order;
- emit and consume Method argument schemas, EventType data, Alarms &
Conditions,
  event severity, engineering units/ranges, localization, ValueRank, and
  ArrayDimensions;
- preserve unsupported content through JSON residue/native projection
rather than
  silently dropping it;
- compare residue conflicts with RFC 8785 canonical equality while
retaining
  byte-exact residue digests;
- stamp generated documents with `uav:bindingVersion: "1.1"`.

### Runtime bindings

- resolve an EventType Thing Model referenced with `tm:ref`, recursively
derive
  its `data` fields as the baseline selection, and overlay explicit
  `uav:eventSelectClauses` that also reference EventType TMs;
- pre-resolve EventType links asynchronously through the bounded
sibling-document
  resolver before synchronous protocol planning;
- retain read compatibility with legacy implementation-specific
`uav:eventFields`;
- expose nested event `data` matching the TD while retaining the flat
transport
  field index for compatibility;
- apply minimum-security constraints through deterministic endpoint
selection and
  fail-closed session verification;
- use one Unicode code-point comparer for projection membership and
endpoint ties.

### Validation and fixtures

- add strict, profile-aware validation while keeping default parsing
permissive and
  residue-preserving;
- pin 27 normative examples byte-for-byte to the specification
repository, with an
  offline SHA-256 manifest and regeneration test;
- regenerate checked-in WoT documents with the final canonical writer
and binding
  version;
- document the generic converter separately from the legacy OPC 10100-1
asset path.

## Notable compatibility changes

- converted NodeSets may gain a completed `<Aliases>` table so standard
  ReferenceType names can be imported;
- previously inverted/dangling placeholder ModellingRules are corrected;
- generated documents gain binding-version, localization,
rank/dimension, and exact
  ReferenceType metadata;
- event data now has the nested shape described by the binding;
- the former NodeId-based `uav:typeDefinitionId` clause is removed;
event
  selections now use EventType-TM `tm:ref` links;
- `uav:eventFields` remains readable but new documents use
  `uav:eventSelectClauses`;
- unknown well-formed future revision/profile claims produce unsupported
warnings
  rather than strict rejection.

## Generated files

Most of the 621-file diff is deterministic regeneration: 517 checked-in
WoT
documents gain the binding version and final canonical spelling.
Regeneration was
run twice and is byte-idempotent.

## Validation

- `dotnet restore UA.slnx`;
- `dotnet build UA.slnx -c Release` across all configured TFMs;
- `Opc.Ua.Types.Tests`: 9,215 net10.0; 9,208 net48; 9,208 net472;
- `Opc.Ua.WotCon.Bindings.Tests`: 611 each on net10.0, net9.0, and
net8.0;
- `Opc.Ua.WotCon.Tests`: 1,136 net10.0;
- `Opc.Ua.WotCon.Samples.Tests`: 14 net10.0;
- NativeAOT test executable: 136/136;
- all 27 strict fixture conversion/import checks;
- formatting, analyzers, `git diff --check`, and regeneration
idempotence.

The full net48 run retains one unrelated existing MAX_PATH failure in

`FileWotRegistryStoreTests.MultiLevelDirectoryCreationSyncsEveryModifiedParentInOrder`.
Solution-wide stress runs also include an intentional 60-minute soak and
unrelated
locale-sensitive/flaky tests; all affected WoT projects and tests pass.

## Specification

Depends on OPCF-Members/spec-drafts#31.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 6a9f41b1-72f0-4c74-bd7f-26fa531e5738
2026-09-02 00:09:36 +00:00
romanettandClaude Opus 5 3543d7cf6c Report Executable/UserExecutable for state machine causes (#4368)
# Description

A Part 16 cause is a Method, and whether it may fire depends on the
state the machine is in. Part 3 defines `Executable` / `UserExecutable`
as exactly that question, and Part 4 has `Call` refuse a non-executable
Method with `Bad_NotExecutable`. `FiniteStateMachineState` already knows
the answer — `IsCausePermitted(context, causeId, checkUserAccessRights)`
— but nothing outside alarm shelving connected the two. Across the
library, `OnReadExecutable` was assigned in exactly three places, all in
`AlarmConditionState`. Everywhere else a cause method kept the `true`
its node was constructed with, so a client could not tell which causes
currently apply and found out only by calling one and being refused with
`Bad_NotSupported` from `DoCause`.

## What changed

**`StateMachineBuilder.WithCause`** now answers both attributes from
`IsCausePermitted` alongside installing the call handler — on the
unified builder (via the dispatcher's `InstallCauseMethod`) and on the
`Opc.Ua.Server.Fluent` surface reached through
`INodeBuilder.AsStateMachine()`, which had the identical gap.
`Executable` ignores user rights; `UserExecutable` also runs the
machine's `OnCheckUserPermission` callback.

Per the issue's note about servers that deliberately keep methods
executable and answer at call time, both overloads take
`reportExecutable: false` to opt out.

**`ProgramStateMachineState`** wires its own `Start` / `Suspend` /
`Resume` / `Halt` / `Reset` in `OnAfterCreate`, so a Program server no
longer repeats the boilerplate the class already shipped handlers for.
The Boiler quickstart's copy of it is deleted rather than left as an
example.

**Generator-emitted `*StateMachineState` subclasses** are left alone.
The generator emits no Part 16 `StateTable` / `TransitionTable` /
`CauseMappings` overrides — the same gap that makes the DI
software-update dispatcher write `CurrentState` directly instead of
going through `SetState` (see `docs/SoftwareUpdate.md`) — so there is
nothing to derive executability from. A vendor machine from a NodeSet
gets its causes through `StateMachineBuilder.For(...).WithCause(...)`,
which the first change covers. Worth revisiting if the generator gains
table emission.

## Notes for reviewers

Two details behind the `ProgramStateMachineState` change:

- The five methods are `OptionalPlaceholder` on
`ProgramStateMachineType`, so the generated class has no typed
properties for them. They are matched on browse name **without** the
namespace index, because a subtype that redeclares them puts them in its
own namespace — the Boiler model uses `1:Start`, not `0:Start`.
- `NodeState.Create` rebuilds the child list from the type template, so
a method added by hand before it is gone by the time `OnAfterCreate`
runs. `WireCauseMethods(ISystemContext)` is public for that case.

**Behaviour change worth flagging:** a `WithCause` against a machine
whose `CauseMappings` lack that cause now reports the method
non-executable where it previously reported executable. Such a call was
already failing with `Bad_NotSupported` inside `DoCause`, so it fails
earlier with the code Part 4 specifies rather than newly failing — but
it is visible to clients that read the attribute.

## Related Issues

- Fixes #4363

## Checklist

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

### Tests

New: `StateMachineBuilderCauseExecutableTests` (definition mode, the
opt-out, `OnCheckUserPermission` affecting `UserExecutable` only,
suspended machines) and `ProgramStateMachineStateTests`, plus two cases
added to the existing fluent-builder fixture. All read through
`MethodState.ReadAttribute`, so a handler that is installed but never
consulted fails the test.

Run locally on **net10.0**: `Opc.Ua.Server.Tests` (4797),
`Opc.Ua.Core.Tests` (4374), `Opc.Ua.Di.Tests`, `Opc.Ua.Features.Tests`,
`Opc.Ua.Robotics.Intent.Tests` and the Boiler AOT tests all pass;
`UA.slnx` builds with no new warnings. The .NET Framework legs were not
run locally — leaving that checklist box to CI.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-01 18:31:36 +02:00
Marc SchierandCopilot 7fe8b30cc3 Publish migration plugin marketplace and update NuGet dependencies (#4358)
# Description

- Replace the Azure DevOps continuous-preview feed with the GitHub
Packages
NuGet feed, including its classic PAT `read:packages` requirement, while
  retaining nuget.org for official public 2.0 preview releases.
- Document one-shot MCP execution with `dotnet tool exec` and `dnx`.
- Make this repository registerable as the `opcua-dotnet` Copilot
marketplace
  and package `opcua-v20-migration` as an installable plugin.
- Bundle the 15 thematic migration documents for offline plugin use and
add a
  CI check that keeps the bundle and marketplace metadata synchronized.
- Align the migration analyzer guidance with current master, including
the new
`UA0030` analyzer while retaining `UA0029` as a runtime-shim-only marker
with
  reserved diagnostic metadata.
- Restrict generated collection-shim type discovery to consumer source
declarations before the exact `System.<Type>` / `Opc.Ua.<Type>` metadata
  fallback, with regression coverage for dependency-only metadata.
- Update 52 unpinned NuGet package IDs across 60 central entries, plus
two
  schema-test overrides, while preserving documented compatibility and
  security pins.

## Related Issues

- Fixes #4330

## Validation

- `dotnet build UA.slnx -c Release --no-restore`: 0 warnings, 0 errors.
- Migration analyzer tests across net472, net48, net8.0, net9.0, and
net10.0:
  795 passed, 0 failed, 0 skipped.
- The migration plugin bundle, manifests, PowerShell, XML, links, and
isolated
  marketplace installation validate successfully.
- The direct and transitive NuGet vulnerability audit reports no known
  vulnerabilities.
- A full solution test run was completed before merging current master.
Its
remaining failures were existing locale, path-length, GPU, shared-state,
and
flaky integration failures. Persistent cases reproduced on the
pre-update
commit, while isolated reruns cleared the dependency-relevant Core, GDS,
  Sessions, Subscriptions, and durable-queue failures.

## 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.
- [ ] 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 <223556219+Copilot@users.noreply.github.com>
Copilot-Session: e0ecb0e9-e5ef-4b2f-9922-41a7d42b0372
2026-08-31 19:42:24 +00:00
Marc SchierandCopilot 4eccafbe2f Remove AAS projects and samples (#4359)
# Description

Remove the Asset Administration Shell projects and samples from the
mainline
repository while preserving the complete implementation and history on
the
`aas` branch.

This change:

- removes the `Opc.Ua.Aas`, `Opc.Ua.Aas.Client`, `Opc.Ua.Aas.Server`,
and
  `Opc.Ua.Aas.WoT` projects;
- removes the AAS test project, AOT coverage, sample, and documentation;
- removes AAS entries from `UA.slnx`, the expected package list, and
related
  build configuration;
- removes the now-unused `System.IO.Packaging` package version; and
- updates remaining documentation and comments so they no longer
advertise
  removed AAS functionality.

The preservation branch `aas` points to the original `master` commit
before
this removal.

## Related Issues

- None.

## Validation

- `dotnet restore UA.slnx`
- `dotnet build UA.slnx -c Release --no-restore`
- Repository-wide sweep for dangling AAS project, package, file, and
  documentation references

The full Release build completed with zero errors. It reported 31
existing
analyzer warnings in files unrelated to this change.

## 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. (Not applicable: this removes
a feature and its tests.)
- [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.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-08-31 17:08:04 +00:00
Marc SchierandCopilot 8d3eccd41c Fix concurrent channel reconnect certificate leaks (#4356)
# Description

Fix the intermittent one-certificate leak reported by the macOS Sessions
suite.

The leak had two concurrent ownership paths:

1. `ChannelEntry.OpenInitialAsync` could complete after a reconnect
cycle had already installed a
newer transport. The initial-open path overwrote `m_underlying`,
orphaning the reconnect
   transport and its certificate handles.
2. `UaSCUaBinaryTransportChannel.ReconnectAsync` did not dispose a newly
created inner channel when
`ConnectAsync` failed. Initial-open cleanup could also be skipped when
it reused the caller's
   already-cancelled token.

The fix keeps the transport installed first, closes and disposes the
losing candidate, disposes
failed reconnect candidates, and performs failed initial-open cleanup
independently of caller
cancellation.

This also adds opt-in Release allocation tracking for outstanding
`Certificate` handles. Set
`OPCUA_CERTIFICATE_LEAK_TRACKING=1` to include allocation stacks and
NUnit suite attribution in leak
failures. The contributor workflow is documented in
`docs/DeveloperGuide.md`.

## Tests and verification

- Added a deterministic `ChannelEntry` race test that orchestrates
concurrent initial open and
  reconnect, then verifies the losing transport is closed and disposed.
- Added deterministic UA-binary transport tests for failed reconnect
certificate cleanup and retry
  after a cancelled initial open.
- Pre-fix macOS diagnostic run reproduced 3 leaks in 15 full Sessions
runs:

https://github.com/OPCFoundation/UA-.NETStandard/actions/runs/33329288604
- Post-fix targeted macOS run passed 50/50 exact reproducer executions:

https://github.com/OPCFoundation/UA-.NETStandard/actions/runs/33334875967
- Post-fix full macOS run passed 15/15 complete Sessions suites:

https://github.com/OPCFoundation/UA-.NETStandard/actions/runs/33335718790
- Full local net10 Sessions suite passed: 775 passed, 379 skipped, 1,154
total.
- Focused ownership regressions passed on net10 and net48.
- `Opc.Ua.Core` built warning-free across all supported target
frameworks.
- Final branch Build/Test, CodeQL, and NuGet workflows passed.

The temporary reproduction workflow and trigger tags were removed after
verification.

## Related Issues

- Fixes #4338

## 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.
- [x] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-08-31 15:04:50 +02:00
romanettandClaude Fable 5 414957c88a Reduce ISubscription: internalize the publish pipeline, delete the dead members (#4349)
# Description

Reduces the server subscription API surface per the measurements from
issue #4185.

## ISubscription: 42 → 30 members (#4185)

A call-site census of the 11 "publish-pipeline protocol" members plus
`Publish` (all 68 `src/` projects, samples, tools, fuzzing, tests) found
**zero callers outside `Opc.Ua.Server`** and split the members three
ways:

- **Deleted (4):** `ItemReadyToPublish` and `ItemNotificationsAvailable`
were dead — zero callers repo-wide and implementation bodies commented
out since before 1.5.378 — the obsolete parameterless `SessionClosed()`
had zero callers, and `TransferSessionAsync` (the one-shot direct
transfer, which bypassed the reservation protecting a transfer against a
concurrently closing source session) lost its last caller once the
manager always uses the claim/prepare/commit protocol.
- **Internalized (8):** `PublishTimerExpired`, `Acknowledge`,
`PublishTimeout`, `SubscriptionTransferred`,
`AvailableSequenceNumbersForRetransmission`, `QueueOverflowHandler`,
`SessionClosed(ISession)` and `Publish` move to `internal interface
ISubscriptionPublishPipeline : ISubscription`, implemented
**explicitly** by `Subscription` (the
`ISubscriptionMonitoredItemLifecycle` shape) so they are unreachable
through the public concrete class too. `Publish` goes with them
deliberately — it is the same hazard class (consumes notifications,
advances sequence numbers) with the same single production caller.
- **Kept public (1):** `ResendData` drops out of the issue's list — its
only caller is the `Server_ResendData` UA-method handler in
`DiagnosticsNodeManager`, resolving via `TryGetSubscription` like
`GetMonitoredItems` does. It is service-facing, not pipeline.

## The pipeline contract is complete: SessionPublishQueue traffics only
in it

`SessionPublishQueue` becomes `internal sealed` (zero consumers outside
the assembly; `SentMessageQueue` already was) and works **solely with
`ISubscriptionPublishPipeline`** — no `ISubscription` and no concrete
`Subscription` anywhere in the file. To get there, the internal
transfer-claim protocol (`TryBeginTransfer`,
`PrepareSessionTransferAsync`, `CompleteTransfer`, `AbortTransfer`,
`TryRestoreSessionAfterFailedTransfer`) moved from `internal` methods on
the concrete class onto the internal interface, implemented explicitly.

That completes the contract, so `TransferSubscriptionsAsync` loses its
two-tier shape: the ~6 `subscription as Subscription` null-guard
branches and the degraded `TransferSessionAsync` fallback for
non-`Subscription` implementations are gone — one code path, always the
claim/prepare/commit/rollback protocol, and
`ISubscription.TransferSessionAsync` is deleted with it. Subscription
creation fails with `Bad_InternalError` when a `CreateSubscription`
override returns a type not derived from `Subscription`, instead of
publishing partially — such implementations were already second-class
(transfer required the concrete type before this change). This is the
headline behavior change for exotic extenders and is documented
prominently in `docs/migrate/2.0.x/sessions-subscriptions.md`.

The durable-subscription open question in the issue is answered **no**:
`Subscription/Persistence/` never references `ISubscription` (the store
deals in `IStoredSubscription` DTOs; restore constructs the concrete
type via `Subscription.RestoreAsync` inside the manager), so the
internalization cannot break a store implementer.

## #4186: measured, prototyped, and deliberately kept as-is

Body inspection showed only 4 of the 10 `ISubscriptionManager` wrappers
are pure lookup-and-delegate (`Republish`, `SetTriggering`,
`ModifyMonitoredItemsAsync`, `SetMonitoringModeAsync` — one caller
each); the other 6 carry logic with no `ISubscription` substitute. A
collapse of the four was implemented and then reverted on this branch:
it traded ten uniform id-addressed members for a mixed dispatch shape in
`StandardServer` without reducing what a reader must understand. **Every
subscription service keeps going through `ISubscriptionManager`**; the
wrapper bodies now resolve against the pipeline-typed registry. The
decision is recorded in `plans/ServerRuntimeAnalysis.md` (open question
5).

## Compatibility treatment

Removals are outright, per the documented no-`[Obsolete]`-shim policy
for these interfaces (`docs/MigrationGuide.md` — re-adding an interface
member would break every implementer; net48/netstandard2.0 have no
default interface methods). In its place:

- Migration analyzer **UA0030** (pipeline members +
`SessionPublishQueue`, distinguishing deleted no-ops from internalized
protocol), with tests, following the UA0024 syntax-based pattern. The
transfer-claim members were never public in 1.5.378, so they need no
migration story.
- `docs/MigrationGuide.md#ua0030` section with before/after code; the
`docs/migrate/2.0.x/sessions-subscriptions.md` section that told
implementers to *add* `SessionClosed(ISession)` is replaced with the
derive-from-`Subscription` story; the 2.0.x README symptom table routes
the rule.
- All 11 removed/internalized members existed in 1.5.378 (verified
against `master378`), so each is documented as a 2.0 break.

## Tests

Converted, not deleted. `Mock<ISubscription>` setups of pipeline members
become `Mock<ISubscriptionPublishPipeline>` — Moq proxies the internal
interface via a new `InternalsVisibleTo("DynamicProxyGenAssembly2")`
(keyless; the SDK appends `$(PublicKey)` under `SignAssembly`, and
signed pipelines do not run tests, matching the existing
`Opc.Ua.Redundancy.Kubernetes` precedent). A test-side extension shim
forwards the original member names (pipeline + transfer protocol) so the
direct call sites on concrete `Subscription` instances compile
unchanged. The transfer-race tests' typed reflection probes into
`m_abandonedSubscriptions` follow the field's new type.

- `Opc.Ua.Server.Tests` (net10.0): 4795 tests, 0 failures
- `Opc.Ua.Subscriptions.Tests`, `Opc.Ua.Subscriptions.Durable.Tests`,
`Opc.Ua.Subscriptions.Classic.Tests` (net10.0): green
- `Opc.Ua.MigrationAnalyzer.Tests`: green incl. the new UA0030 tests
- net48 gate: solution build green; subscription-area fixtures green
(the known pre-existing local hosting-test environment failures
reproduce identically on unmodified master)


## Related Issues

- Fixes #4185
- #4186 was measured and prototyped on this branch and deliberately
**not** taken (see the section above); the decision is recorded in
`plans/ServerRuntimeAnalysis.md`.

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed. _(net10
suites fully green locally; net48 build green and subscription-area
fixtures green — the remaining net48 hosting-test failures on my machine
reproduce identically on unmodified master.)_
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-31 10:53:51 +00:00
2bd4294863 [Server] Decouple service-call dispatch from MasterNodeManager lifecycle coordination (#4345)
# Description

Extracts OPC UA service-call dispatch out of `MasterNodeManager` into a
dedicated internal `NodeManagerServiceDispatcher`, separating it from
NodeManager lifecycle coordination as agreed in the #4094 review threads
(r3649968439 / r3649998212). The 7,668-line class becomes four files
with explicit, documented boundary contracts:

- **`NodeManagerServiceDispatcher.cs`** (new, internal sealed) — the
implementations of GetManagerHandle/Async, TranslateBrowsePaths,
Browse/BrowseNext, Read, Write, Call, HistoryRead/HistoryUpdate,
ConditionRefresh, all monitored-item operations
(create/restore/modify/transfer/delete/set-mode), and per-request
validation. Its constructor receives only the routing table, the server
context, and a logger. Lifecycle mutation state
(`m_dynamicMutationSemaphore`, `m_startupShutdownSemaphoreSlim`,
retired-generation collections, preparing-manager tracking) stays
`private` to `MasterNodeManager`, so the dispatcher cannot reach it —
the boundary is enforced by the compiler, not convention.
- **`MasterNodeManager.cs`** — now lifecycle coordination and shared
infrastructure only: startup/shutdown, session notifications, namespace
registration, all `IDynamicNodeManagerHost` /
`ISyncNodeManagerMonitoredItemRecovery` implementations, the
retired-generation notification-lease machinery, and
commit/replace/rollback helpers.
- **`MasterNodeManager.ServiceDispatch.cs`** (new partial) — the
unchanged public service surface. Every public virtual entry point,
protected helper, static validator, and obsolete wrapper keeps its exact
signature, virtual-ness, and XML docs, delegating to the dispatcher.
- **`MasterNodeManager.NodeManagement.cs`** (new partial) — the
AddNodes/DeleteNodes/AddReferences/DeleteReferences service family plus
NodeId-based reference plumbing. These sit between the two concerns by
design: they dispatch per item but serialize address-space mutation
against runtime lifecycle operations, and are the only service methods
allowed to take the dynamic-mutation semaphore.

The dispatcher's crossings back into `MasterNodeManager` are a small
audited set: internal dispatch resolves handles through the owner's
public virtual `GetManagerHandleAsync` (10 sites), so derived-class
overrides keep affecting internal routing exactly as before; event paths
consume the notification-dispatch lease accessors (5 sites, widened to
internal); retired-generation drain is signalled through a new one-line
internal helper instead of touching the observer field (2 sites); and
the browse continuation-point limit is read live per call (2 sites).

## Compatibility

- `IMasterNodeManager` is untouched; no public or protected member
changes signature or loses `virtual`.
- The `MasterNodeManagerWithLimits` test-framework subclass (overrides
`BrowseAsync`, uses `ValidatePermissionsAsync`, the per-item
`BrowseAsync`, `UpdateDiagnostics`, `Server`) passes unchanged.
- Reflection-dependent tests keep working:
`m_maxContinuationPointsPerBrowse` remains a private field on the type
and is read live on every call; `PreHydrateMonitoredItemQueuesAsync`
remains as a private delegating method.
- Reviewable API-surface deltas, both additive: six `protected static`
validators became `protected internal static` (same pattern as the
existing `ValidateRolePermissions`) so the dispatcher can call them, and
the three notification-lease nested types went `private` → `internal`.

Reviewing tip: `git diff --color-moved=dimmed-zebra` renders the two
move commits as almost entirely dimmed blocks; the non-move edits are
confined to the audited call sites above and the delegation stubs.
Grepping the dispatcher for
`IDynamicNodeManagerHost|m_dynamicMutationSemaphore|m_startupShutdownSemaphoreSlim|m_retiredGeneration|m_preparingNodeManagers`
matches only its own boundary-contract doc comment.

## Verification

- Full `UA.slnx` build with 0 errors; `Opc.Ua.Server` itself builds with
0 warnings.
- Full `Opc.Ua.Server.Tests` on net10.0: 4707 passed, 0 failed (5
pre-existing skips).
- Targeted: MasterNodeManager/Deterministic/NodeManagement 189/189;
NodeManagerLifecycle/MonitoredItemLifecycle/MonitoredItem 406/406;
`ContinuationPointInBatch` (subclass contract) 28/28.
- `docs/NodeManagers.md` documents the new internal split.

## Related Issues

- Fixes #4098

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [ ] I have added tests that prove my fix is effective or that my
feature works and increased code coverage. _(pure refactoring; behavior
is pinned by the existing MasterNodeManager, deterministic,
node-management, lifecycle, and monitored-item suites, which all pass
unchanged)_
- [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. _(full
server suite green on net10.0; .NET Framework run pending CI)_
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Marc Schier <marcschier@users.noreply.github.com>
2026-08-31 12:04:47 +02:00
romanettandClaude Opus 5 052576115d Fix ManagedSession.CreateAsync returning an unconnected session when the initial connect fails (#4350)
# Description

When the **initial** connect of a `ManagedSession` failed, `CreateAsync`
did not throw. It returned a session with no inner `Session` behind it,
so every subsequent member threw `BadNotConnected` and the real error —
`BadCertificateUntrusted` in the reported case — was swallowed.

**Mechanism.** A failed initial connect moves the state machine
`Connecting` → `Reconnecting`, which calls
`ManagedSession.HandleReconnectAsync`. That method skipped its entire
body when `m_session` was `null` — exactly the state after a failed
initial connect — and fell through to `return ServiceResult.Good`. The
state machine read that as a successful reconnect, transitioned to
`Connected`, released the `CreateAsync` waiter, and handed back a
session that was never connected. The logs show it plainly: a
"Reconnected" line immediately after "Reconnecting" with no service call
in between.

The terminal path was broken as well: once the reconnect policy **and**
the failover were exhausted the machine settled in `Disconnected` and
nothing ever set the connected event, so `WaitForConnectedAsync` — and
with it `CreateAsync` — waited forever rather than surfacing the
failure.

**Fix.**

- `ManagedSession.HandleReconnectAsync` reads the inner session once
under the service lock and, when there is none, runs a full connect
(`HandleConnectAsync`) instead of reporting success. The reconnect
policy now genuinely retries the initial connect.
- `ConnectionStateMachine` tracks the error of the last failed
connect/reconnect attempt and sets a new *settled* event when the
connect cycle ends — either by connecting or by giving up
(`Disconnected` after a failed failover, or `Closing`/`Closed`).
`WaitForConnectedAsync` waits on that and throws a
`ServiceResultException` carrying the last attempt's error when the
connection was abandoned. A failover failure only supplies that error if
no attempt recorded one, so the `BadNotSupported` returned by a failover
with no redundant server configured never masks the actual cause.

`CreateAsync` can no longer hand back a session that reports connected
with `m_session == null`.

## Behavior change worth reviewing

A permanently failing initial connect no longer returns instantly:
`CreateAsync` retries under the configured policy and throws only once
`MaxRetries` / `MaxTotalReconnectTime` and failover are exhausted
(default budget 5 minutes). Callers wanting fail-fast cap the policy or
pass a cancellation token — documented in `docs/Sessions.md`.

No status code is treated as non-retryable. Classifying e.g.
`BadCertificateUntrusted` as fatal would break the very scenario in the
issue, where the connect can start succeeding once an operator trusts
the certificate.

## Tests

-
`ConnectionStateMachineTests.WaitForConnectedAsyncThrowsOriginalErrorWhenConnectGivesUp`
— the original error survives the failover's `BadNotSupported`.
-
`ConnectionStateMachineTests.WaitForConnectedAsyncThrowsWhenClosedWhileConnecting`
— a close while connecting releases the waiter instead of hanging.
-
`ManagedSessionTests.CreateAsyncThrowsInitialConnectErrorInsteadOfReturningUnconnectedSession`
— asserts the original status propagates out of `CreateAsync` and that
the connect was attempted more than once.
-
`WssOpenApiIntegrationTests.ManagedSessionOverWssOpenApiBearerRejectedWhenNoBearerAuthRegistered`
relied on the old behavior (it asserted `Connected == false` on the
session returned by a failed connect). Rewritten to bound the retry
policy and assert that `ConnectAsync` throws; the fail-closed HTTP 401
property it guards is unchanged.

Suites run locally on net10.0, all green: `Opc.Ua.Client.Tests` (2155),
`Opc.Ua.Sessions.Tests` (775), `Opc.Ua.Gds.Tests` (1096),
`Opc.Ua.Client.ComplexTypes.Tests` (2773),
`Opc.Ua.Redundancy.Client.Tests` (122). No new build or analyzer
warnings.

## Related Issues

- Fixes #4347

## Checklist

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

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-08-31 12:02:02 +02:00
14fba2d120 Fix instance TypeDefinition across dependency ModelDesign boundaries (#4355)
# Description

The model source generator crashed with `MODELGEN003` /
`NullReferenceException` whenever a `ModelDesign` instantiated an
`ObjectType` (or `VariableType`) declared in a **dependency** design
file, as soon as that type had children. The sibling of #4332 on the
instance-declaration path: #4335 linked dependency *data types*, but an
*instance* whose `TypeDefinition` lives in another design still crashed
in `NodeStateGenerator` on the type's inherited children.

Root cause: dependency design files load with `validateDictionary:
false`, so `ValidateInstance` / `ValidateType` never ran on them and
their types' children kept `TypeDefinitionNode` / `DataTypeNode` at
`null`. When the target instance merged those children into its
hierarchy (`BuildInstanceHierarchy` re-walks the dependency type's
`Children.Items`), the null references were copied along, and
`GetNodeStateClassName` dereferenced them while building the node state
factory list.

Changes:

- A new best-effort `LinkDependencyInstances` pass in
`ModelDesignValidator` links dependency-design instances the way
`ValidateInstance` / `ValidateType` do for the target model: the
`TypeDefinitionNode` / `DataTypeNode` of the types' children and
standalone instances (recursively), variable `DataType` / `ValueRank`
inheritance from the variable type, `DefaultValue` decoding,
`VariableTypeDesign.DataTypeNode` restrictions, and method arguments —
including creation of the `InputArguments` / `OutputArguments` argument
properties so method children materialise into the target hierarchy
exactly like local ones. Resolution is best effort (unresolvable
references stay `null`) and NodeSet2 dependencies remain excluded,
consistent with `LinkDependencyDataTypes`.
- The pass runs alongside `LinkDependencyDataTypes`: for upstream
dependencies after all of them are loaded and before the target
validates (so the hierarchy merge picks up the links), and for
downstream dependencies after they load.
- `docs/ModelDependencies.md` documents the instance linking.

Tests (all verified to fail with the exact reported NRE stack before the
fix):

- `CrossModelInstanceTypeDefinitionTests` (Core, 4 tests): the issue's
minimal repro end to end; an equivalence test asserting the cross-model
instance emits the **identical node-state factory set** as a locally
declared type (this is the issue's stated expectation, and it drove the
method-argument-property part of the fix); the flipped
upstream/downstream ordering; and validator-level assertions that the
merged hierarchy carries linked `TypeDefinitionNode` / `DataTypeNode`
references, including the data type inherited from a dependency
`VariableType`.
- `CrossModelInstanceTypeDefinitionGeneratorTests` (Roslyn driver, 2
tests): the issue's csproj repro shape — both `AdditionalFiles`
orderings, asserting no diagnostics and that the combined generated
output of both models **compiles** (the instance factories reference the
dependency model's typed state classes).

Verified locally on net10.0: `Opc.Ua.SourceGeneration.Core.Tests` 3800
passed, `Opc.Ua.SourceGeneration.Tests` 141 passed,
`Opc.Ua.SourceGeneration.Stack.Tests` 94 passed; 0-warning Release build
of `Opc.Ua.SourceGeneration.Core` (all TFMs incl. netstandard2.0);
`dotnet format whitespace --verify-no-changes` clean.

This removes the last generator blocker for source generating the
instance model of the `Workshop/DataTypes` sample
(OPCFoundation/UA-.NETStandard-Samples#814): its `ParkingLot` /
`DriverOfTheMonth` are instances of types declared in the other design
file.

## Related Issues

- Fixes #4353

## Checklist

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

- [ ] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] 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.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Marc Schier <marcschier@users.noreply.github.com>
Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>
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Co-authored-by: marcschier <11168470+marcschier@users.noreply.github.com>
2026-08-31 09:47:08 +00:00
romanettandClaude Fable 5 24ba4855e6 Fix [DataType] generator Clone() dropping every inherited field of a derived structure (#4354)
# Description

The `[DataType]` source generator emitted a `Clone()` that created a
fresh instance and copied only the fields declared on the annotated type
itself, so every field inherited from an `IEncodeable` base was silently
dropped. Since the server clones node values while loading an address
space, a derived structure served by a node manager came back out of a
Read with its inherited fields empty, even though encode/decode was
correct.

This PR makes the `[DataType]` path emit the same
`MemberwiseClone`-based shape as the model-based generator:

```csharp
/// <inheritdoc/>
public override object Clone()
{
    return (DerivedStruct)this.MemberwiseClone();
}

/// <inheritdoc/>
public new object MemberwiseClone()
{
    DerivedStruct clone = (DerivedStruct)base.MemberwiseClone();
    // deep copy of the own reference-typed fields
    return clone;
}
```

`Clone()` delegates to a generated `public new object MemberwiseClone()`
that starts from `base.MemberwiseClone()` — a shallow copy of the whole
object, inherited fields included — and then deep copies the type's own
reference-typed fields (encodeables, `DataValue`, `Variant`,
`ExtensionObject`). Derived classes hide `MemberwiseClone` and chain
into the base implementation, so deep-copy semantics compose across the
hierarchy, including across assemblies into model-generated base types
(the `BicycleType` scenario that surfaced this). The two generator paths
now agree.

Because the clone now starts from a full shallow copy
(`base.MemberwiseClone()` for classes, `with { }` for records), the
per-field clone emitter only writes the deep-copy assignments; the
redundant per-field plain copies are gone. This also fixes a latent side
bug in the class path: init-only simple fields were silently dropped by
the fresh-instance clone as well.

Records were already correct (`with { }` carries every field) and are
unchanged in shape.

Tests:

- `GenerateClassCloneUsesMemberwiseClone` /
`GenerateDerivedClassCloneCarriesInheritedState` assert the emitted
shape for root and derived classes.
- `DerivedClassCloneKeepsInheritedFields` runs the exact repro from the
issue through the Roslyn driver, emits the assembly, and executes
`Clone()` at runtime to prove the inherited field survives (verified on
net10.0 and net48).

Verified locally: `Opc.Ua.SourceGeneration.Core.Tests` (3798 passed),
`Opc.Ua.SourceGeneration.Tests` (140 passed),
`Opc.Ua.SourceGeneration.Stack.Tests` (94 passed), and
`Opc.Ua.Client.Tests` (2161 passed, exercises the regenerated in-tree
`[DataType]` record types). The in-tree `[DataType]` consumers
(Opc.Ua.Client, both GDS common projects) regenerate and build without
warnings.

## Related Issues

- Fixes #4352

## 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.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-30 22:10:27 +00:00