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romanettandClaude Opus 5.5 a0d569d756 Fix Server and GDS audit findings, review findings and spec-conformance gaps (#4571)
## Summary

Fixes the findings of a bug audit of `Opc.Ua.Server`,
`Opc.Ua.Gds.Server` and `Opc.Ua.Gds.Client`. Rebased on master after
#4516.

What went in:
- **Audit:** 93 findings, each checked against the OPC UA specification.
- **Code review of those fixes:** 35 further findings.
- **Spec grounding of every fix commit:** 18 conformance gaps, now
closed.

Commits are one per finding, named `Fix <ID>`, `Fix review <ID>` or `Fix
spec gap <name>`. The IDs refer to the audit report (S = Server areas,
G1 = GDS server, G2 = GDS client).

Validation:
- Each finding was traced in code and checked against OPC 10000 (parts
3, 4, 5, 9, 11, 12, 13, 18, 20).
- Every fix commit was checked against the spec text again afterwards: 0
non-conformant, remaining gaps fixed.
- Regression tests were added for most fixes.
- Suites run on net10.0 before the rebase: Server, GDS, History,
Configuration, Features, Core.Security, DI, Redundancy, LDS,
InformationModel, PubSub.Server, Client, Sessions and the three
Subscriptions suites, all green. The same suites on the rebased branch
are still running; results will be posted as a comment.

## Behaviour and user-facing changes

### Secure defaults
- **`Historize()` / `HistorianBuilder`** grant HistoryRead only. History
writes need an explicit `historyAccessLevel: HistoryRead |
HistoryWrite`.
- **File-system mount:**
- Anonymous sessions can no longer create, delete, move or open files
for writing (`Bad_UserAccessDenied`).
  - UserWritable and UserExecutable now reflect the user.
- `AllowAnonymousWrite` restores the old behaviour; the ReferenceServer
sample turns it on.
- **Default PKI root** for the hosted server, hosted GDS, hosted LDS and
`OpcUaApplicationConfigurationProvider`:
- Moved from the shared temp directory to `{LocalApplicationData}/OPC
Foundation/{ApplicationName}/pki`, and startup fails if no per-user
directory exists.
- When certificate stores of an earlier version still exist under temp,
a warning names both paths. Existing deployments that relied on the
default get a new application certificate (and the hosted GDS a new CA)
unless `PkiRoot` is set to the old path.
- **GDS:**
  - `GdsServerOptions.AutoApprove` defaults to `false`.
- The default KeyCredential store grants no roles unless
`AuthorizeRoles` allows them.
- Certificate requests (StartSigningRequest, StartNewKeyPairRequest,
FinishRequest) need an encrypted channel.
- **Hosted server anonymous logins:**
- Anonymous is rejected (`Bad_IdentityTokenRejected`) when the default
authenticator options disable it.
- A custom `AddIdentityAuthenticator<T>()` on its own no longer disables
anonymous.
- With anonymous disabled and no configured token policies, the endpoint
advertises the authenticators' token types instead of Anonymous.
- **Runtime-added roles:** their properties and methods need
SecurityAdmin over an encrypted channel, like the well-known roles.
- **Disabled users:** users disabled through Part 18 UserManagement can
no longer log in through `RegisterDefaultAuthenticators(IUserDatabase)`.

### GDS server (Part 12)
- **Certificate requests:**
- FinishRequest / ReadRequest with another application's RequestId
returns `Bad_InvalidArgument`.
  - Every Start*Request returns a new RequestId.
- A CSR without the ApplicationUri is rejected
(`Bad_CertificateUriInvalid`).
- An abstract or unsupported certificate type is rejected at Start
(`Bad_InvalidArgument`).
- **Private-key password:** no longer persisted in the JSON applications
database. A password saved by an earlier version is read into memory
once and dropped on the next save.
- **CheckRevocationStatus:** validates offline against the GDS's own
trust lists and CRLs. It returns Good for good GDS-issued certificates
and `Bad_CertificateInvalid` for input that is not a certificate.
- **Certificate-group trust lists:**
- Writes need CertificateAuthorityAdmin; SecurityAdmin and application
admins are read-only.
  - Writes are validated with the Part 4 certificate validation.
- **AuthorizationService:**
- The legacy RequestAccessToken applies `AccessControl` and issues the
token for the session identity.
- StartRequestToken passes the session identity to every identity-aware
provider.
  - Unknown ResourceIds return `Bad_NotFound`.
- Expired token requests and refresh tokens are pruned, with at most 10
000 pending requests (`Bad_TooManyOperations`).
- **KeyCredential:** requests with PublicKey + SecurityPolicyUri are
rejected with `Bad_SecurityPolicyRejected` (secret encryption is not
implemented); a PublicKey without SecurityPolicyUri is rejected with
`Bad_InvalidArgument`.
- **Audit events:** access-token audit events no longer contain the
password or token data.
- **RegisterTickets / UnregisterTickets:** need the RegistrarAdmin role
when called from a session.
- **Managed application nodes:** moved from namespace 0 to their own
namespace (`ManagedApplicationsNamespaceUri`); the NodeId is the
ApplicationUri, and the mandatory child properties exist.
- **Hosted GDS:**
- New `GdsServerOptions.CertificateGroups`
(`GdsCertificateGroupOptions`), bindable from configuration.
  - The mandatory DefaultApplicationGroup is always present.
  - The default CA subject uses the resolved application name.
- **JSON applications database:**
- A corrupt file throws instead of being silently replaced by an empty
database.
- Saves are atomic and write in place on bind mounts; on net8+ builds
they also follow symlinks and keep the Unix file mode.
  - Issued certificates and trust-list links survive a reload.

### GDS client
- **Trust-list download:**
  - Reads until an empty chunk (Part 20 short reads).
- A size-limit rejection of the final end-of-file read, as sent by
released servers, counts as end of file.
- **Default certificate group:** a null group means
DefaultApplicationGroup, and vendor groups in other namespaces are no
longer mistaken for well-known groups.
- **Status codes and errors:**
  - Missing directory proxies report `Bad_ServerNotConnected`.
- Short or wrongly typed method outputs throw `BadUnexpectedError` /
`BadTypeMismatch`.
- **GdsAccessTokenProvider:** no longer caches a failed client task, and
one caller's cancellation no longer fails other callers.

### Trust lists, push and ConfigurationFile (Part 12 / Part 20)
- **AddCertificate:**
  - `IsTrustedCertificate=false` returns `Bad_CertificateInvalid`.
- Added certificates are validated (Part 4), and a certificate revoked
by a current CRL returns `Bad_CertificateRevoked`.
- **CloseAndUpdate:** validates the uploaded list against its own
certificates and CRLs, not the stores it replaces. Validation failures
are no longer recorded in the server's Rejected store.
- **RemoveCertificate:** removing a trusted or issuer CA that other
certificates still need returns `Bad_CertificateChainIncomplete`.
- **Handles:**
  - Several read handles may be open at once.
- Any open while a write handle exists returns `Bad_NotReadable` /
`Bad_NotWritable`.
  - A write open while any handle is open returns `Bad_NotWritable`.
  - Handles of closed sessions are released.
  - Idle handles close after ActivityTimeout (default 60 s).
- **Status codes:**
- Read clamps to the remaining bytes and no longer enforces the size
limit.
  - Oversized Write / AddCertificate returns `Bad_RequestTooLarge`.
  - Unsupported open modes return `Bad_NotSupported`.
- **ConfigurationFile.CloseAndUpdate:**
  - Empty Targets return `Bad_InvalidArgument`.
- The ConfigurationUpdatedAuditEvent is raised with the configuration
owner as source.
- With the new `IApplicationConfigurationFileTargetProvider`, providers
receive the Targets, a bad target returns Uncertain with per-target
results, and session-interrupting updates are applied after
RestartDelayTime.
- **Default namespace permissions:** namespaces registered after the
first permission lookup now get their NamespaceMetadata default
RolePermissions and AccessRestrictions (no stale negative cache).

### Sessions, identity and roles (Part 18)
- **Session timeouts:** a failure closing one timed-out session no
longer stops the session-timeout monitor.
- **ChangePassword:** an empty old password returns
`Bad_IdentityTokenInvalid`.
- **Removing or disabling a user:** closes only that user's
UserName-token sessions.
- **Role configuration changes:** roles granted by an `ImpersonateUser`
mapping are kept.
- **X509Subject rules:** a certificate subject value containing a quote
never matches an X509Subject rule.
- **`ImpersonateUser` callback:** no longer runs under the global
session lock.
- **Session diagnostics:** LocaleIds are kept as the client sent them,
while null LocaleIds are ignored for translation.

### Subscriptions and monitored items (Part 4)
- **Acknowledgements:** a failing acknowledgement returns a per-entry
Bad status instead of failing the whole Publish.
- **`DiscardedMessageCount`:** counts messages dropped from the
retransmission queue and unsent overflow messages.
- **Durable subscriptions:** transferring a restored anonymous
subscription works (no NullReferenceException).
- **Transferred subscriptions:** sampling and permission checks use the
item's current owner session.
- **Access denied:** a monitored item whose user may no longer read the
attribute gets a `Bad_UserAccessDenied` notification instead of going
silent. Non-Value attributes need Browse permission (RolePermissions
needs ReadRolePermissions), and User* attributes are evaluated per
subscriber.
- **ModifyMonitoredItems:** a SamplingInterval of -1 uses the
subscription's publishing interval.
- **AggregateFilter priming:** needs HistoryRead / ReadHistory
permission and is bounded (100 000 values, bounded page size).
- **Resource leak:** event monitored items no longer leak a consumer
task per create/delete cycle.

### Node management services (Part 3 / Part 4)
- **Reference types:** AddNodes, AddReferences, DeleteReferences and
Browse reject ids that are not ReferenceTypes with
`Bad_ReferenceTypeIdInvalid`. AddNodes, AddReferences and
DeleteReferences also reject abstract ReferenceTypes; Browse still
accepts them (e.g. `HierarchicalReferences` with includeSubtypes).
- **Concurrent AddNodes:** duplicate BrowseNames under one parent get
`Bad_BrowseNameDuplicated`.
- **TranslateBrowsePathsToNodeIds:**
- Requires Browse permission on intermediate nodes and final targets
(RolePermissions and AccessRestrictions).
  - A long RelativePath no longer rejects the whole request.
- **SemanticChangeEvent:**
- Raised once per actual change of a semantic property, whether or not
it is monitored.
  - Also raised for properties with the SemanticChange access-level bit.
  - Reports the owning node's TypeDefinition as AffectedType.
- **Localized diagnostics:** operation-level text is translated when
OperationLocalizedText is requested.

### History and aggregates (Part 11 / Part 13)
- **DeleteRawModified:** an unspecified or reversed range returns
`Bad_InvalidTimestampArgument`, and StartTime == EndTime deletes the
value at StartTime for every provider.
- **ReadAtTime fallback:** reads only the values around each requested
time. A time whose bound is not found within the search limit returns
`Bad_BoundNotSupported` instead of failing the request.
- **ReadProcessed:** a ProcessingInterval shorter than one tick returns
`Bad_AggregateInvalidInputs`.
- **Delta / DeltaBounds:** widen to the next larger signed type when the
result does not fit the source type (e.g. a decreasing unsigned counter,
or an Int16 overflow).
- **Range / Range2:** return the source data type.

### Alarms and fluent API (Part 9)
- **Suppression:** an alarm stays suppressed while any suppression group
is active, and re-evaluation without a state change does not move
TransitionTime.
- **`MonitorVariable(variable)`:** sets SourceNode, SourceName and
InputNode to the variable and makes it a ConditionSource (HasCondition
to the alarm, HasEventSource from the object).
- **Fluent input/output arguments:** InputArguments / OutputArguments
added through the fluent API to a registered method are readable.
- **Root notifiers:** a failed root-notifier registration no longer
leaves an orphaned event worker.
- **State-machine handlers:** exceptions are logged at Error.

### File system (Part 20)
- **Delete / MoveOrCopy:**
  - Only act on direct children of the directory.
- A NodeId whose kind does not match the entry returns `Bad_NotFound` (a
file NodeId can no longer delete a directory).
- Copying a directory into its own subtree returns
`Bad_InvalidArgument`.
- **Locking:**
- An open file, or a directory containing one, cannot be deleted or
moved (`Bad_InvalidState`).
  - The check is atomic with opens.
- While a Delete or Move runs, read opens get `Bad_NotReadable` and
write opens `Bad_InvalidState`.
- **Open:**
- Reserved mode bits or EraseExisting without Write return
`Bad_InvalidArgument`.
  - Read+Write returns `Bad_NotSupported`.
  - Read while a writer is open returns `Bad_NotReadable`.
- **Client `FileSystemErrors`:** maps `Bad_NotReadable` to
`IOException`.
- **RuntimeNodeSet:** well-formed NodeSets with a stray `Model` element,
or two models in one file where one requires the other, now load.

### Server core, hosting and lifecycle
- **`SessionEstablishmentQueueLimit` > 0:**
CreateSession/ActivateSession now queue for a permit. The permit is
acquired before the request is registered, and a waiting handshake
releases its worker through the request-parking policy.
- **Node manager lifecycle:**
  - Add, reload and remove no longer wait for parked Publish requests.
- A Migrate reload racing with CreateMonitoredItems no longer blocks
later lifecycle operations.
  - Late items on retired or removed managers get `Bad_NodeIdUnknown`.
- **HistoryUpdate:** a batch mixing data and event details is bounded by
both limits.
- **Server stop/start:** stopping the server disposes the configuration
watcher and certificate subscription; starting recreates them.
- **Monitored-item queue factory:** a factory supplied by the caller or
the DI container is no longer disposed by the server.
- **Audit events:** each certificate validation error raises its own
AuditCertificate event. A failed OpenSecureChannel without a service
result is audited as failed.

## New public API (additive)
- `IQueuedSessionEstablishmentLimiter`
- `StandardServer.OwnsMonitoredItemQueueFactory` (protected virtual)
- `DefaultPkiRoot.Get` (Opc.Ua.Configuration)
- `TrustList.SetCertificateValidation`
- `NamespaceMetadataRegistry.Invalidate`
- `IApplicationConfigurationFileTargetProvider` and
`ApplicationConfigurationUpdatePlan`
- `GdsServerOptions.CertificateGroups` / `GdsCertificateGroupOptions`
- `InMemoryKeyCredentialRequestStore.AuthorizeRoles`
-
`DefaultManagedApplicationsNodeManager.ManagedApplicationsNamespaceUri`
- `AuthorizationServiceManager.RequestAccessTokenAsync(...,
IUserIdentity?, ...)`
- `AllowAnonymousWrite` on the file-system node manager and its factory
- `IFileSystemHost.TryBeginMutation` / `EndMutation`, replacing
`HasOpenHandles`

## Not fixed / known limitations
- **KeyCredential:** secret encryption with the client's PublicKey
(requests needing it are rejected).
- **CSR SAN restriction:** restricting subject / SAN values copied from
a CSR (CA policy).
- **Ticket signatures:** ticket signature verification (needs a
trusted-signer configuration).
- **FileType Read+Write open:** needs a read/write stream contract in
`IFileSystemProvider`.
- **Custom `IUserDatabase` implementations:** the disabled-user check
still scans all users per login. The built-in stores do a single lookup.
- **64-bit Delta precision:** limited by the calculator's double
arithmetic.

## Tests with changed expectations
Existing tests were updated where they asserted the old behaviour:
- File-system status codes
- Trust-list handle eviction
- `DiscardedMessageCount`
- Localized diagnostics bits
- Delta on unsigned sources
- SourceNode of fluent alarms
- ReferenceServer transfer permission test (now expects
`Bad_UserAccessDenied` notifications)
- `UserDeactivationShutdownReviewTests` (the revoked session is a
UserName login)

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-09-29 07:26:05 +02:00
Marc SchierandCopilot c4e0721a29 Add a documentation learning path and fix issues found while verifying it (#4555)
## Summary

### Documentation
- Stage the documentation index as a learning path: a first application,
independent client, server, and PubSub paths, then data and services,
companion models, production, advanced integration, and draft or
experimental capabilities.
- Add Getting started (repository samples or NuGet packages), OPC UA
concepts, Your first information model, and a production readiness
checklist.
- Add Native AOT application publishing, a first PubSub publisher and
subscriber exchange, and the UDP transport options.
- Add or expand contents navigation throughout `docs/`, and keep
contributor documentation separate.
- Correct outdated SDK examples and capability guidance, consolidate
repeated explanations into canonical guides, and repair local links and
heading structure.
- Rewrite What's New in 2.0 as a concise feature overview with short
linked details; keep migration instructions in the Migration Guide.
- Expand the feature catalogue with specification IDs, GDS, LDS, the OPC
10000-21 onboarding registrar, ISA-95, xRegistry, OpenUSD, and
sample-local models; distinguish draft status, explain crypto
pluggability, and bring performance guidance forward.
- Address review feedback on wording, active monitored items during
shadow reload, and the `Samples.md` filename and references.
- Regenerate the `opcua-v20-migration` plugin's bundled copy of the
migration guides so it matches the edited `docs/migrate/2.0.x` guides.
- Merge the latest `master`, preserving upstream resource-isolation
guidance within the task-based documentation index.
- Retain deferred Lingity findings where appropriate; this PR does not
claim that every document meets the Lingity score thresholds.

### Fixes found while verifying the guides
Each fix has regression tests that fail without it.
- **Client:** V2 subscriptions compared their lifetime with the
operation timeout instead of the session timeout, and logged a spurious
warning. `ISubscriptionEngineContext`, which is new in 2.0, gains a
`SessionTimeout` property; implementations must add it.
- **PubSub:** a subscriber now registers the `DataSetMetaData`
configured on its readers (OPC 10000-14 6.2.9.4), and the UADP decoder
decodes DataSetMessages that carry no ConfigurationVersion. Before, a
secured subscriber of the reference sample received no DataSets.
- **Source generator:** a ModelDesign method that declares its arguments
inline, without a method type, produced code that did not compile; it
now uses `MethodState`. The generated code of existing models is
unchanged.
- **MinimalClient sample:** waits for its first data-change notification
before it disconnects.

### Known issues, not addressed here
- UDP multicast: the publisher does not send on the interface that the
subscriber joins, and `MulticastLoopback` defaults to false. The PubSub
guide uses unicast for the exchange on one computer.
- The UDP metadata announcement is sent unsecured on secured writer
groups; a secured subscriber drops it with a warning.
- A server does not start in globalization-invariant mode, because
`ResourceManager` creates `CultureInfo("en-US")`. The Native AOT guide
cautions against the mode.

## Validation
- `git diff --check` and
`./.azurepipelines/validate-migration-plugin.ps1` (15 bundled migration
docs validated, plugin manifests synchronized).
- Local Markdown links, anchors, file-link casing, and contents lists
checked across all 87 documents under `docs/`. The index links every
top-level guide and every target of the previous index.
- Both Getting started routes, Your first information model, the PubSub
exchange, and the Native AOT publish of the Getting started client and
server were run as documented. The NuGet route and the tutorial use the
public `2.0.0-preview.5` packages.
- The changed libraries build for all target frameworks in Release
without warnings.
- Tests on .NET 10: Opc.Ua.SourceGeneration.Tests 199 passed;
Opc.Ua.SourceGeneration.Core.Tests 3,977 passed, 8 skipped;
Opc.Ua.Server.Tests `Fluent` category 621 passed; Opc.Ua.Client.Tests
subscription-engine tests 70 passed; Opc.Ua.PubSub.Tests 1,374 passed, 2
skipped; PubSub fuzz replay 145 passed. The new and affected tests also
pass on .NET Framework 4.8.
- Earlier merge validation: 174 resource-isolation tests passed on .NET
10.
- The full solution suite was not run locally.

Review and validation artifacts are maintained outside the repository.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-09-28 19:19:39 +00:00
romanettandClaude Opus 5 d6356766c5 Resolve the open CTT findings: aggregate fixes, de-DE ApplicationName and CTT configuration (#4545)
# Description

Resolves the open items of `plans/ctt-issues.md` (*Needs clarification*,
*Open server findings*, *CTT project configuration notes*). Each item
was checked against the OPC 10000 spec text. A server change was made
only where the server was wrong, and every server change has a
regression test. CTT script and oracle defects are filed in Mantis
instead.

### Server changes (`Opc.Ua.Server`)

- **NumberOfTransitions honours TreatUncertainAsBad.**
- Part 13 §5.4.3.24 does not count Bad values. §4.2.1.2 makes Uncertain
values "equivalent to Bad" when TreatUncertainAsBad is True, and the
aggregate definition doesn't override that.
- Uncertain values are therefore no longer counted, and no longer used
as the previous value, when the setting is True. The now unused
`TimeSlice.NonBadEarlyBound` is removed.
- **DurationInStateZero/NonZero status follows the variable's
interpolation.**
- §5.4.3.2.2: "A region is Uncertain if a region ends in a Bad or
Uncertain value and SlopedInterpolation is used."
- The calculator always built stepped status regions. So on a sloped
variable, the last region stayed Good while TimeAverage2 and Total2 over
the same interval were already Uncertain.
  - The duration value doesn't change.
- **AnnotationCount returns `Bad_NoData` and sets Partial.**
- Table 68 requires `Bad_NoData` for intervals before the start or after
the end of data. §5.3.3.2 requires the Partial bit for incomplete
intervals.
- `HistorianDispatcher` now derives the start and end of data from the
raw history (read with bounds) plus the annotation timestamps. It passes
them to a new `CalculateAnnotationCounts` overload; the old overload is
unchanged.
- Three existing dispatcher tests change their expectations. For
example, a node without any data now returns `Bad_NoData` instead of
Good zeros.

### Reference server sample and CTT configuration

- **`de-DE` ApplicationName.** The server advertises `de-DE` in
LocaleIdArray, but FindServers and GetEndpoints always returned the
en-US name. The sample now keys the ApplicationName and registers en-US
and de-DE translations (Part 4 §5.5.2.2 / §5.5.4.2 localeIds).
- **Subscription limit.** `Max Supported Subscriptions` in
`samples/UAReferenceServer.ctt.xml` and `MaxSubscriptionCount` in
`Ctt.ReferenceServer.Config.xml` go from 100 to 200. Subscription
Publish Min 05 `003.js` needs 190 subscriptions.
- **Alarm Cycle Time.** The CTT template's Alarm Cycle Time is 30 s. At
60 s it equalled `RequestedSessionTimeout`, so a Limit/Level CU that
starts a run finds its session expired (C40).

### Tests only

- **AddNodes duplicate BrowseName test:**
`AddNodeAsync_DuplicateBrowseNameUnderParent_ReturnsBadBrowseNameDuplicatedAsync`
never ran. Its items had no TypeDefinition, so its `Assume` always made
it inconclusive. The finding it belongs to (AddNodes after a rename
returning `BadNodeIdExists`) was already fixed by #4477.
- **RequestHandle echo:** a new test covers the ServiceFault for an
oversized argument in a chunked request (already fixed by #4488).
- **Value-based status:** a new test covers the aggregate status with
TreatUncertainAsBad = false (already fixed by #4503).

### Not changed

- **GDS QueryApplications/QueryServers still return records with
ServerCapability `NA`.** OPC 10000-12 §6.5.10/§6.5.11 says they "shall
not", but the CTT GDS scripts expect those records. Implementing the
exclusion turned 40 GDS test cases from pass to error, so it waits for
the script fix ([Mantis
11458](https://mantis.opcfoundation.org/view.php?id=11458)).
- **Idle SecureChannels are still closed after `ChannelLifetime`.**
Keeping them open would be security relevant. The CTT configuration's
`ChannelLifetime` of 120000 (#4502) covers the CTT case.

### Mantis issues filed

| Id | Issue |
| --- | --- |
| C51 | [11458](https://mantis.opcfoundation.org/view.php?id=11458) GDS
scripts expect NA records in query results |
| C52 | [11459](https://mantis.opcfoundation.org/view.php?id=11459) A &
C Refresh scripts leak subscriptions on the shared alarm session |
| C53 | [11460](https://mantis.opcfoundation.org/view.php?id=11460)
`StartThreadPublish.js` defaults misspelled properties |
| U2 | [11461](https://mantis.opcfoundation.org/view.php?id=11461)
Minimum2 oracle on reverse reads |
| U4 | [11462](https://mantis.opcfoundation.org/view.php?id=11462) Part
13 clarification: TreatUncertainAsBad and simple bounds (DeltaBounds) |

The A & C `BadSubscriptionIdInvalid` failures (Refresh, Refresh2,
Shelving) come from CPU load: with other processes at 100 % CPU, all
subscriptions of the CTT alarm session expire within one second. This
happens with and without this PR (3 of 3 loaded runs, 0 of 2 idle runs).

### CTT verification

CTT 1.05.06, scripts 1.05.513, compared at test-case level against a
build of the starting commit:

| Group | Before | After |
| --- | --- | --- |
| Aggregates | 4,562 error messages | 4,186. NumberOfTransitions: 12
test cases go from error to pass. AnnotationCount
`005-01.js`/`005-02.js` pass. NumberOfTransitions
`003-02.js`/`004-02.js` now fail because of C1 ([Mantis
11420](https://mantis.opcfoundation.org/view.php?id=11420)): they
request TreatUncertainAsBad = false, but the harness makes the server
use its default of true. |
| Discovery | 10 warnings | 0. Find Servers Filter `003.js`/`006.js` and
Get Endpoints `002.js` pass. |
| Subscription | – | Publish Min 05 `003.js` goes from warning to pass.
|
| Historical Access, GDS, Node Management | – | no new failures |

`plans/ctt-issues.md` is updated: resolved items leave the open
sections, and the new Mantis issues are recorded.

## Related Issues

- Related to #4479 (CTT configuration notes)
- Follows #4502

## 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.
- [ ] 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 run locally on net10.0 after merging master:

| Project | Filter | Passed |
| --- | --- | --- |
| `Opc.Ua.Server.Tests` | Aggregate, Historian, NodeManagement, Publish,
Subscription | 1,419 |
| `Opc.Ua.Core.Tests` | TcpServerChannelBuffer | 65 |
| `Opc.Ua.History.Tests` | Aggregate, Annotation | 67 |
| `Opc.Ua.Sessions.Tests` | discovery locale tests | 8 |

Before the merge, the whole `Opc.Ua.Sessions.Tests` ClientTest fixture
passed (372 passed, 0 failed).

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-25 12:30:25 +02:00
romanettandClaude Opus 5.5 96c5ef1623 Run the fluent configure pipeline in FluentNodeManagerBase (#4537) (#4538)
## Proposed changes

Closes #4537. The configure pipeline now lives in
`FluentNodeManagerBase`, so a hand-written fluent node manager only
overrides `ConfigureAsync` and no longer writes
`CreateAddressSpaceAsync` itself.

`FluentNodeManagerBase.CreateAddressSpaceAsync` now:
1. loads the predefined nodes (as `AsyncCustomNodeManager` did before),
2. creates a builder for `NamespaceIndex` with `CreateFluentBuilder`,
3. awaits `ConfigureAsync(builder, ct)`,
4. runs `RegisterAuthoredNodesAsync` and then `CompleteConfigureAsync`,
5. finishes with `SealConfigurationAsync`, which seals the builder,
replays `NotifyNodeAdded`, then activates behaviors and simulations.

### Breaking change (2.0)
Some managers need a different order, for example a post-setup runner
before sealing, a builder for another namespace, or work after sealing.
They must stop calling `base.CreateAddressSpaceAsync`, because that
would now run a second, empty pipeline and seal the manager-owned
registries too early. These managers now call
`LoadPredefinedNodesAsync(SystemContext, externalReferences, ct)` and
keep driving their own pipeline:
- the source-generated `NodeManager` template (the ordering test in
`NodeManagerGeneratorTests` is updated)
- `DiNodeManager`, `Isa95NodeManager`, `PositioningNodeManager`,
`RobotIntentNodeManager`, `VisionNodeManager`
- `samples/OpenUsd/SiteCompositionServer/SiteNodeManager`

These now use the base pipeline:
- `samples/FluentApi/BasicFluentApiServer/BasicFluentNodeManager`
becomes a single `ConfigureAsync` override. Before this change it never
sealed its builder.
- the hosting `FluentNodeManager` (from `AddNodeManager(namespaceUri,
build)`) becomes a `ConfigureAsync` override. It now seals through
`SealConfigurationAsync`, so `OnNodeAdded` handlers wired in the build
delegate fire. Before, it called `builder.SealAsync()` directly and they
did not.

Docs (`NodeManagers.md`, `DeviceIntegration.md`) are updated.
`NodeManagers.md` gets a short hand-written `ConfigureAsync` example.

## Types of changes

- [x] Breaking change (fix or feature that would cause existing
functionality to change)
- [x] Enhancement (non-breaking change which adds functionality)

## Checklist

- [x] I have read the CONTRIBUTING doc.
- [x] I have signed the CLA.
- [x] I ran tests locally with my changes, all passed.
- [x] I fixed all failing tests in the CI pipelines.
- [x] I fixed all introduced issues with CodeQL and LGTM.
- [x] I have added tests that prove my fix is effective or that my
feature works.
- [x] I have added necessary documentation (if appropriate).

## Tests

New `FluentNodeManagerBasePipelineTests`: nodes authored in
`ConfigureAsync` get registered, the Objects-folder reference is
mirrored into `externalReferences`, `OnNodeAdded` fires once, and the
builder is sealed afterwards.

Local run on net10.0, all passing:
- Opc.Ua.Server.Tests (Fluent/Hosting/StateMachine/RuntimeNodeSet
filter): 1286
- Opc.Ua.SourceGeneration.Core.Tests (NodeManager filter): 40
- Opc.Ua.Di.Tests 426, ISA95 136, Positioning 69, Robotics 636,
Robotics.Intent 22, Vision 484 (+1 skipped), Vision.Intent 14, OpenUsd
921

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-09-25 07:48:29 +02:00
romanettandClaude Opus 5 13f96fd4ba Raise ChannelLifetime for the CTT reference server and record the full CTT run of the merged CTT PRs (#4502)
# Description

Findings of a full CTT run (23 parts, 3,752 test cases, CTT 1.05.06 /
scripts 1.05.513) against the merge of #4477, #4482, #4485 and #4486,
which are all on master now, plus the CTT defects filed in Mantis.

No server code changes: the PR changes only the CTT configuration of the
reference server sample and the `plans/` documentation.

## CTT configuration: raise `ChannelLifetime` to 120 s

CTT Security None `007.js` and Security Basic256Sha256 `005.js` failed
(also on master): they keep SecureChannels without a Session idle for
about 51 s (60 s token, stretched by the CTT's CloseSession delay, C50)
and expect the newest one to close with Good.
`TcpTransportListener.DetectInactiveChannels` had already closed it
after `ChannelLifetime` (30 s) without traffic
(`CloseSecureChannel().Result received BadInvalidState`).


`samples/Reference/ConsoleReferenceServer/Ctt.ReferenceServer.Config.xml`
now sets `ChannelLifetime` to 120000. The default of 30000 and the
server's inactivity cleanup are unchanged.

An earlier revision of this PR changed the inactivity cleanup instead,
keeping idle Session-less channels open until their token expired (Part
4 §5.6.2.1). That change was withdrawn because it lets an
unauthenticated client hold a channel for up to the
`SecurityTokenLifetime` (one hour by default) instead of 30 s. The
difference to Part 4 §5.6.2.1 is recorded as an open server finding in
`plans/ctt-issues.md`.

Validated on 2026-09-24 with the reverted code and the new configuration
(full run, compared with the run of 2026-09-22 at test-case level):

- Security None `007.js` passes and Security Basic256Sha256 `005.js` has
only the C50 CloseSession delay warnings (both failed with 30 s).
- All other parts have the same error signatures as before; the
remaining differences are *"Response Timestamp shows a delay"* warnings
from a loaded machine (a back-to-back Session Services run with 30 s and
120 s on an idle machine is identical).
- A & C Refresh2 `Err_003.js`/`Err_004.js` and Shelving `initialize.js`
report `BadSubscriptionIdInvalid` in today's runs with both 30 s and 120
s on the same build, so they are unrelated to the configuration (both
passed again in a run on the idle machine with 120 s).

## Mantis

32 CTT defects filed on 2026-09-24 (11420–11454, script issues in *CTT
UA Scripts*, native aggregate oracle issues in *CTT UA Binary*); 12
drafts were already covered by existing reports (including GDS issues
11406–11413 by node-opcua and 11102 for the `opc.https`/`opc.wss`
endpoint selection); 5 are held back for further investigation.
`plans/ctt-issues.md` links every entry.

## CTT documentation (`plans/ctt-issues.md`, `plans/ctt-testing.md`)

- `ctt-issues.md` lists every failing CTT test case with a short
abstract and its Mantis issue; the details live in Mantis. It keeps the
defects not filed yet, the open questions (U1–U4), the open server
findings and the CTT project configuration notes, and no longer lists
findings the server has fixed.
- Notable CTT findings of this run: the aggregate oracle lacks the Part
13 Uncertain status and Calculated bit rules that #4477 implements
(C48/C49, 24 test cases); the CloseSession "delay in excess of 600ms"
warnings are a CTT client artifact (C50: the server answers in 2–5 ms,
the CTT stops the Session's SessionThread between stamping and sending);
the CTT's `FindTokenType` rewrites its cached endpoints, so Security
User Name Password 2 `015.js` reports duplicate PolicyIds (C36); A & C
Comment passes or skips depending on the date (C39).
- Open server finding: AddNodes after a child rename returns
`BadNodeIdExists` (#4477 × #4486 interaction, not covered by the CTT).
- `ctt-testing.md` is a runbook for agents: setup, headless runs,
selection generation, reading and comparing results, triage, recipes per
conformance group (A & C, Session/Subscription, Monitored Items,
security groups with an isolated PKI) and a full partitioned run of
every group (about 80 minutes). It points to `ctt-issues.md` for the
failures to expect.

## Related Issues

- Follow-up to #4477, #4482, #4485, #4486

## 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.
- [ ] I have addressed **all** PR feedback received.

Validated locally with a full partitioned CTT run of the Release net10.0
reference server (reverted code, `ChannelLifetime` 120000).

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-24 21:52:44 +02:00
FlatschaandMarc Schier 490d15cb20 Add support for adding input/output arguments to methods using fluent api (#4519)
# Description

Added extensions for adding arguments to method in fluent api style
Added BasicFluentApiServer project to samples

## Related Issues

Add support for adding input/output arguments to methods using fluent
api #4518

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [x] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] 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: Marc Schier <marcschier@users.noreply.github.com>
2026-09-24 14:27:53 +02:00
Marc SchierandCopilot Autofix powered by AI e9313ef957 Only use GitHub action for CI and nightly, establish release-branch-only package publication (#4513)
## Description

Two related changes to how the 2.0 line is built and shipped.

### 1. Release-branch-only package publication

- `master` produces development previews only.
- Stable packages can only be built from a canonical
`release/<major>.<minor>` branch and are promoted manually from the
exact signed candidate artifact.
- Core packages use explicit `major.minor.patch` versions (`2.0.0`,
`2.0.1`, then `2.1.0`); git height never changes a stable package patch.
- XRegistry, WoT Connectivity, Vision, Robotics, Redundancy,
Positioning, OpenUSD, ISA95, AI, DI, the relevant MCP extensions, and
OpenUSD connector tools remain `-preview.N` while following the core
numeric version.
- nuget.org receives only non-`.Debug` package IDs; GitHub Packages
retains the complete signed Release/Debug candidate.
- `docs/ReleaseProcess.md` is a reproducible runbook for developers and
agents, with each step stating its completion evidence.

Promotion is source-bound and byte-checked: `release.yml` checks out
nothing until the candidate SHA is known, and
`assert-published-packages-match.ps1` proves that any version already on
a feed holds *this* candidate's content before `--skip-duplicate` is
allowed to skip it. Canonical release-branch naming is matched
case-sensitively with no leading zeroes, and `version.json`'s
`publicReleaseRefSpec`, both policy helpers and the copy `release.yml`
inlines are pinned to one expression by tests.

### 2. PR CI moved to GitHub-hosted runners

- `.github/workflows/buildandtest.yml` (**CI**) now owns pull-request
validation outright, covering the Windows Debug/Release net48 + net10.0
solution builds and fast tests that only Azure Pipelines ran, alongside
the existing Linux/macOS, all-target and NativeAOT legs. `build-and-test
summary` remains the stable required check name.
- `.github/workflows/nightly.yml` is a new **manual-only**
(`workflow_dispatch`) full-scope workflow covering the Azure nightly
workload: all solutions x seven target profiles x Debug/Release, the
net472/netstandard profiles, Windows + Linux NativeAOT, and the
long-running and durable tiers.
- Shared deterministic discovery/batching lives in
`.github/scripts/get-ci-matrix.ps1` with a local composite action, so
both entry points expand the same workload manifest instead of
duplicating a large embedded script.
- `azure-pipelines.yml` is set to `pr: none`.
- The standalone pump sample image workflow is folded into the
consolidated **Images CI** workflow, which now builds all ten images and
publishes an `images summary` rollup suitable as a required check.

## Related Issues

No related issue provided.

## 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.

## Validation

- `Opc.Ua.Tools.Tests` full `net10.0` suite: **959 passed, 1 skipped, 0
failed**.
- Version/package-policy regression subset
(`PackageVersionPolicyTests`): **60 passed, 0 failed**.
- GitHub Actions **CI** run 35719807620: **149/149 jobs green** on
GitHub-hosted runners.
- Canonical release-branch rule verified against the pinned nbgv 3.7.115
by building throwaway branches: `release/2.0`, `release/0.9`,
`release/10.42` -> `PublicRelease=True`; `release/02.0`, `release/2.00`,
`Release/2.0` -> `False`.
- Package identity gate verified against a live nuget.org package:
served packages carry a repository `.signature.p7s`, so equality is
decided on content excluding that part. Re-signing and zip reordering
produce an identical digest; a one-byte content change does not.
- Synthetic Release-only, Debug-only, combined, preview, duplicate,
orphaned-symbol, mismatched-root and accidental-stable-family package
sets exercise the shared validator.
- Stable-release rehearsal in an isolated `release/2.0` clone:
`Opc.Ua.Di` packed as `2.0.0-preview.6` depending on stable Core
`2.0.0`; `Opc.Ua.Di.Client` likewise against stable Client `2.0.0`.
- All workflow YAML, `version.json`, the package-policy PowerShell
scripts and the internal release-runbook anchors parse.

## Known validation limits

- Full `UA.slnx` `net48` and `net10.0` local validation remains blocked
by pre-existing `NETSDK1005` and dependency-version failures in
unmodified fuzz/sample projects; the corresponding checklist items
intentionally stay open.
- The TRX-driven test verdict added for the intermittent at-exit host
stall is proven by `CiTestVerdictTests`; the stall itself has not
recurred since.
- `nightly.yml` has not yet been run against a full-scope Azure run for
tuple-level parity — see below.

## Operational follow-up

This remains a preparation PR targeting `master`. It does **not**
authorize a release.

Release sequence:

1. Merge this PR.
2. Create canonical `release/2.0`, advance `master` to
`2.1.0-preview.{height}`, and open a separate `2.0.0` version PR against
`release/2.0`.
3. Follow
[`docs/ReleaseProcess.md`](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/docs/ReleaseProcess.md)
for candidate dry-run, environment approval, promotion, tag/release
finalization, and next-patch preview setup.

CI migration steps still needing administrator access are tracked in
[`docs/DeveloperGuide.md#migration-status`](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/docs/DeveloperGuide.md#migration-status):
proving `nightly.yml` parity on a trusted SHA with the private fuzz
corpus provisioned, turning off definition 14's service-side PR
override, retiring the Azure full-scope schedules and push trigger, and
retiring the duplicate `azure-pipelines-preview.yml` publisher.

> **Before cutting `release/2.0`:** the `Release` ruleset requires the
Azure context for *every* `refs/heads/release/*`, but a new 2.x branch
inherits `pr: none`, so that context would never report and would block
every PR into the new line. Exclude the new ref from that ruleset, or
add a 2.x ruleset requiring `build-and-test summary`, as part of
creating the branch.

---------

Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>
2026-09-23 15:47:43 +00:00
Marc SchierandCopilot 138086863b Fix audit findings and review regressions across the OPC UA stack (#4503)
## Scope

Audit fixes and review follow-ups across the OPC UA Core, Client,
Server, transport, and redundancy components. This includes implemented
Tier 1, Tier 2, and Tier 3 work; it does not claim that every item in
the 244-finding audit backlog is complete.

The review batch fixes mandatory full-key record protection and owned
plaintext buffers; transactional pending-certificate claims;
shared-channel nonce and certificate ownership; discovery and
token-policy validation; reconnect/callback ordering without changing
unbounded buffering defaults; server permissions, filters,
monitored-item lifetime, and alarm topology; historian paging,
retention, and annotations; atomic user/password metadata; and canonical
file identities with bounded alias and role refresh workers.

## Review-batch verification at `ab686ccae`

The following results come from fresh test builds using `dotnet test`,
`--no-restore`, `-m:1`, and an explicit `CustomTestTarget`. They replace
the earlier description's library-build/`--no-build` totals, which did
not establish the state of the merged test sources.

| Scope | Target | Passed | Skipped |
|---|---|---:|---:|
| Core review regressions | net10.0 | 827 | 0 |
| Client and lifecycle regressions | net10.0 | 630 | 0 |
| Server review regressions | net10.0 | 1970 | 0 |
| Redundancy Server / Client / PubSub | net10.0 | 276 / 10 / 11 | 0 |
| Sessions / file-and-alias / streaming / HTTPS-WSS integration |
net10.0 | 8 / 21 / 30 / 20 | 0 |
| Core review regressions | net48 | 786 | 39 |
| Client recovery and policy regressions | net48 | 54 | 0 |
| Server ownership, aliases, queues, and user-state regressions | net48
| 137 | 0 |

Every listed run exited successfully. The 39 net48 skips are existing
platform/capability cases. New key-agreement tests assert
unavailable-policy behavior on unsupported targets rather than adding
skips or pretending those targets performed an unsupported handshake.
Additional exact node/permission/filter/alarm checks passed 13 Core and
46 Server cases.

The PR-scoped formatter verification covers 26 projects and 389
non-generated C# files. A Roslyn syntax audit covers 53 changed
interfaces and 263 members, with no missing
parameter/type-parameter/return contracts and a 120-column limit for
their declarations and documentation. No full-solution,
all-target-framework, or NativeAOT matrix is claimed from these local
runs; the new CI run must establish its own result.

## CI follow-up at `e1bc3ac3b`

The follow-up fixes the failures reported by Azure build 18400. TLS
certificates retain configured DNS names, including mixed-case URI
schemes, without relaxing hostname validation. Reverse-WSS fixtures use
the DNS identity in the client certificate. Reconnect completion is
published only after cycle cleanup, so a subsequent reconnect cannot
join an old completed cycle and retain old certificates.

Certificate-alarm roots now support event subscriptions. The pump sample
has one continuous notifier path, with no duplicate shortcut. Historian
and aggregate fixtures share the provider's retention clock. Alarm
collection lets the server expire idle Publish requests rather than
canceling only the client wait. The corrected server, WoT, and
managed-session fixtures exercise valid requests and initialized
lifecycle contracts. Downlevel crypto tests preserve real credential and
key-ownership assertions without enabling unsupported raw-ECDH policies
or adding skips.

Fresh local evidence after integration includes:

| Scope | Target | Passed | Skipped |
|---|---|---:|---:|
| Client lifecycle / channel ownership / builder fixtures | net10.0 and
net48, each | 96 / 103 / 123 | 0 |
| Combined server lifecycle, events, aggregates, crypto, and contracts |
net48 | 358 | 0 |
| Full lifecycle plus certificate-alarm and aggregate fixtures | net10.0
| 116 | 0 |
| Final server-contract and history-routing delta | net10.0 and net48,
each | 84 | 0 |
| Subscription / XRegistry / WoT event regressions | net10.0 | 7 / 2 / 3
| 0 |
| Full Sessions project | net10.0 | 780 | 379 |
| Full ComplexTypes project / downlevel resolver fixtures | net10.0 /
net48 | 2854 / 15 | 0 |
| Full WoT project / downlevel structured-write fixtures | net10.0 /
net48 | 1496 / 27 | 0 |
| TLS domain-name regressions | net10.0 and net48, each | 21 | 0 |

All listed runs exited 0. The Sessions skips come from existing endpoint
and policy capability guards; they are not counted as passes. No skip
was added. Worker validation also covered full DI (426 passes), full
History (540 passes, 21 existing skips), 38 exact downlevel
event/history failures, and 60 repeated certificate-rotation race cases.
The final crypto fixtures passed 73 cases on each target with the
unchanged leak detector; a temporary premature-disposal mutation made
all three borrower tests fail and was then removed.

All 29 C# files in this follow-up pass included-file formatting at info
severity across 12 projects. The complete PR interface audit now covers
54 interfaces and 271 members with zero missing contracts or line-width
findings. No full-solution or NativeAOT matrix is claimed. New-head CI
has started and remains authoritative for the remote result.

## Test-result gate follow-up at `4b6e1203a`

Azure build 18401 reported the net48 Client job as successful despite a
test-host crash after only 264 passing tests. Its old evaluator counted
per-test failures but ignored the failed run verdict. This was a partial
run, not a benign exit after the suite had completed.

The shared result evaluator now rejects aborted, errored, incomplete,
malformed, or inconsistent TRX reports. Each file must describe a
completed run, so a passing file cannot mask another file's failure. It
retains support for completed runs followed by a benign nonzero host
exit, existing skipped-result conventions, and no-TRX MTP jobs.

All 78 regression cases pass after integration using Windows PowerShell
5.1. Real completed Sessions and Client reports also pass. The
process-test fixture follows the existing NET10_0-only tools-test
pattern; its net48 build is not counted as a test run. Formatting passes
for the added test file.

The Client host crash itself has not reproduced locally. The isolated
fixture passed 59 tests, and two fresh full fast-CI selections each
completed with 2,392 passes and three existing skips, including a run
with crash collection enabled. The CI merge tree is identical to the
tested source tree. No speculative runtime change was made, and the
original partial CI run is not claimed as a full-suite pass. Azure build
18402 has now completed the full net48 Client run: 2,392 passed, three
existing console skips, and a successful test-host exit. The corrected
evaluator independently validated outcome=Completed. Across the matrix,
119 test-project jobs succeeded; Sessions net10.0 was canceled when the
remote provider deprovisioned its runner, so the overall Azure pipeline
was canceled. That cancellation is not claimed as a code failure or a
successful run. CodeQL and three Docker image jobs were still running at
the latest check. The migration discovery failure remains separate.

## Documentation follow-up at `57ed02bea`

The environment blocker has been removed by the maintainer. The three
bundled migration references now exactly match the canonical documents
after deterministic link rewriting; all 15 bundled documents pass
`validate-migration-plugin.ps1`. The canonical migration prose was not
rewritten. `FileSystemClient.md` now documents that extended Windows
roots preserve literal trailing-dot names, completing the filesystem
review follow-up.

The filesystem thread has been replied to and resolved after
publication. The review pass now has 108 of 110 threads resolved. The
two explanation-only threads remain open as requested; no unfinished
change request is being represented as resolved.

## Cross-platform follow-up at `0d9d936a8`

With migration discovery restored, the Linux and macOS test matrix
exposed two stale durable-subscription expectations. The expected value
83,442 encoded the old 32-bit overflow when converting 3,600 hours to
milliseconds. The existing overflow-safe server correctly returns
14,400,000 lifetime intervals at a 900 ms publishing interval. Only
those two expected constants changed; production behavior,
negotiated-hour checks, and all other assertions remain unchanged.

The exact local lifetime selection reproduced both failures before the
correction. The full durable suite now passes 36 cases with 11 existing
skips on each of net10.0 and net48. All four lifetime cases executed and
passed on both targets, and included-file info-severity formatting
passes.

## Session shutdown follow-up at `8daf7f091`

A late net48 Sessions failure exposed a shutdown race. Canceling an
in-flight keepalive read can produce a transport
`ServiceResultException`. The retiring worker treated its own
cancellation as proof that the peer was unavailable, so `CloseAsync` or
`DisposeAsync` could skip the server-side `CloseSession` request. The
worker now ignores that service error only when its own token is
canceled; genuine peer errors still update liveness.

The full integration fixture reproduced the original error-code
mismatch. Four deterministic mock-transport cases then produced three
failures and one passing genuine-error control before the fix. They
verify successful close, returned server error, asynchronous disposal,
and unchanged behavior for a real keepalive failure. Fresh related runs
pass 75 client and 101 integration cases on each of net48 and net10.0,
with no skips. Ten repetitions of the formerly flaky full net48 fixture
pass all 1,010 cases. All three changed files pass info-severity
formatting, and temporary diagnostic instrumentation was removed.

## Atomic listener snapshot follow-up at `82dc22b5d`

Ubuntu Core CI exposed an unsafe formatter rewrite in TCP listener
disposal: `ConcurrentDictionary.ToArray()` had become a collection
spread. A concurrent channel removal between the spread's count and copy
operations could leave a default entry, causing a null dereference
during disposal. The listener now uses the dictionary's atomic `Values`
snapshot and disposes those channels outside the listener lock.

Deterministic regressions close zero, one, or all channels at the copy
boundary. Before the fix, the one/all-removal cases reproduced the exact
null dereference; the unchanged-count control passed. All 23
admission/listener cases now pass on net10.0 and net48, and the full
fast Core net10.0 suite passes 5,267 cases with 88 existing platform
skips. Both changed files pass info-severity formatting. A bounded audit
of the formatter's other snapshot rewrites found no further verified
unsafe concurrent-registry copies.

## Shutdown-test observation follow-up at `58403ee8b`

The net48 shutdown-order test raced its own observation: it read
`m_publishWorkerTask` after starting shutdown, which can legitimately
drain the worker and clear that field immediately. The test now captures
the worker before shutdown starts and confirms it is initially running.
It still requires the worker to finish while shutdown remains blocked by
the held manager semaphore. Production behavior is unchanged.

A temporary scheduling perturbation reproduced the exact null-field
failure. The corrected capture passed 100 perturbed iterations; both the
temporary repeat and yield were then removed. The final 126
subscription/lifecycle cases pass on each of net48 and net10.0, and
formatting passes. A complete local Sessions net10.0 run also passed 780
cases with 379 existing capability skips in 7m20s after the earlier
keepalive correction.

## Retirement and alias-startup follow-up at `1a048ff39`

The shadow-generation test now observes its documented asynchronous
cleanup through the existing bounded helper. Removing the replacement
does not join a background drain that already claimed the retired
generation. The test still checks live-registration removal immediately
and requires the old node to disappear; no timeout or production
lifecycle behavior changed. All 81 lifecycle cases pass on each of
net10.0 and net48.

Initial alias-node materialization now retries one timed-out, read-only
snapshot query before creating nodes for that root. The retry is logged
through source-generated logging. Each query retains the original shared
100 ms deadline; repeated timeouts, other errors, and cancellation still
abort startup. Client searches and live refresh do not gain this
immediate retry. Fault-injection tests cover success after one timeout,
a persistent timeout, a different store failure, and cancellation. All
187 related alias/hosting cases and the original certificate-rotation
integration case pass on each target; the positive test records exactly
one retry warning. The alias documentation now accurately describes the
shared request budget.

All changed C# files pass formatter checks, and the complete
54-interface/271-member documentation audit passes. Fresh CI is running
on `1a048ff39`; the previous completed matrix exposed only the two
failures corrected in this batch and their dependent summaries.

## Sample endpoint allocation follow-up at `d08a94925`

The strong-cluster test harness allocated OPC UA and Raft endpoints in
separate released-port batches. Uniqueness was enforced only inside each
batch, so the same OS-assigned port could appear in both protocol
groups. The harness now requests one distinct batch for both groups and
splits it before launching any replicas.

Deterministic one- and three-replica allocation cases reproduced
overlapping groups with the old plan and pass with the corrected plan.
The complete 17-case short-haul sample suite passes without skips; all
failover, historian-continuation, and service assertions remain
unchanged. Both changed files pass info-severity formatting. This
prevents intra-cluster self-collisions but does not claim to reserve
released ports against unrelated external processes.

## Code-review follow-up at `085fd9636`

A review of the complete branch diff found five defects this PR
introduced. All are now fixed, each in its own commit.

`RelatedTo`'s recursive-to-iterative rewrite defaulted the optional
`includeTypeDefinitionSubtypes` and `includeReferenceTypeSubtypes`
operands to `false`. Part 4 §7.7.4 specifies both default to `true`, so
a filter that omitted them silently stopped matching subtypes.
Dynamically created key-credential nodes derived their namespace from
the containing folder, which is the standard `i=18155` node in namespace
0 — the namespace reserved for the OPC UA standard address space; they
now resolve the server-owned namespace and fail with `BadInternalError`
rather than guessing index 1. The retained audience-less
`CreateTokenData` overload produced tokens that verification always
rejects, so it is now `[Obsolete]` and throws instead. A failed
reference to a remote parent left the new node registered with a
one-sided inverse reference, and is now rolled back. An existing `.pfx`
is restricted before it is rewritten, rather than after its new key
bytes are on disk.

One further reported finding was rejected after investigation.
`JwksIssuerKeyResolver` deliberately does not dispose retired key
snapshots: `RetiredKeysAreCollectibleWhileResolverRemainsAliveAsync`
proves the resolver retains no retired snapshot, and
`ReturnedKeysSurviveRepeatedRefreshAndResolverDisposalAsync` requires
already-returned keys to keep verifying across refreshes and resolver
disposal. Adding disposal would have broken that tested contract, so the
exploratory change was reverted.

Validated on net10.0 and net48: 256 Core and 633 Server cases pass, with
one pre-existing net48 skip. The build reports zero compiler and
analyzer diagnostics, all eight included-file info-format checks pass,
the contract audit covers 58 interfaces and 310 members with no
findings, and the 15 bundled migration documents validate. All 122
review threads are resolved; the key-credential namespace thread was
reopened to retract an earlier incorrect answer and then resolved
against the real fix.
## Review-body follow-up at `da0d59cfb`

The re-review at `8daf7f091 + 82dc22b5d` listed four items in its
summary that had no inline thread of their own, so they had not been
picked up. All four are now fixed.

Both event-dispatch permission gates had been tightened from not-Bad to
`IsGood`, which silently dropped events whose permission verdict is
Uncertain; the data-change path in the same file still treated Uncertain
as deliverable, so the two had diverged. `EventSourceRegistry` only
cleared `ConsecutiveFailures` when a source was deactivated, so a source
that had backed off to the 30-second cap kept that delay for the rest of
the process even after starting successfully.
`UserNameIdentityTokenHandler` built a temporary issuer chain whose
`Add` calls take independent certificate references, and never released
them.

The fourth was the receiver-side sequence rollover, which the reviewer
had correctly re-flagged as still open despite its thread being
resolved. `m_sequenceRollover` was set permanently, so the second legal
wrap on a long-lived channel was rejected and faulted the channel along
with the transport-reconnect OPN. OPC 10000-6 does not cap a
SecureChannel at one wrap. The flag is now cleared once an accepted
number has traversed the normal range, which keeps rejecting a replayed
low number that never left the rollover window.

Validated on net10.0 and net48: 636 / 593 Core cases and 135 / 134
Server cases pass, including the new
`UaSCBinaryChannelSequenceRolloverTests` and the Uncertain-permission
delivery cases. The build reports zero compiler and analyzer diagnostics
and the changed files pass included-file info-format checks on both
targets.

The previous head `085fd9636` was fully green: 279 checks passed and
Azure build 18414 succeeded with 137 of 137 jobs, after the platform
automatically retried a job whose NuGet tool download had hit a
transient TLS error.
## Reported issues #4508 and #4509 at `6ad1ecf16`

**#4508 (V2 subscription recreate deadlocks against a faulted transport)
was not yet fixed and is now closed by `bac260a06`.** Both drain sites
the report identifies were still unbounded. A publish worker that
started its request before the quiesce parks inside the service call on
the channel ready gate while holding an active publish request; the
recreate that would make the channel ready is the very operation
awaiting the drain, so the wait never ends.

The drain now cancels in-flight attempts through a per-attempt token
linked to the worker token. An aborted worker rolls its acknowledgements
back, releases the request and returns to the paused park instead of
terminating, so it resumes when the caller leaves the quiesce. Publish
ingress stays quiesced for the caller's operation, so
`DropPendingForSubscription` keeps the guarantee the report asks to
preserve and no blind timeout is added. The new regression parks a
worker on a cancellable gate that never completes on its own: it
reproduces the hang for the full 30-second budget before the change and
passes after it.

**#4509 (identity provider fails the initial connect) was already fixed
for its primary symptom.** `HandleConnectAsync` materializes the
provider's identity through `CreateIdentitySelectionContext` before the
first `CreateAsync`, so Anonymous is no longer substituted against a
UserName-only endpoint. `6ad1ecf16` adds the two remaining details from
the report: the enabled-policy set now includes the negotiated channel
policy, so a client cannot reject the policy it already accepted as
`NotEnabledByClient`; and when discovery has not populated the
endpoint's token policies the connect keeps the configured identity so
the attempt fails at the transport layer for the reconnect policy to
retry, instead of failing at the identity layer.

Validated on net10.0 and net48: 477 / 473 client session and
subscription cases pass, the build is free of compiler and analyzer
diagnostics, and the changed files pass included-file info-format checks
on both targets. The full `Opc.Ua.Sessions.Tests` suite also passes
locally on net10.0 with 782 passed and 379 pre-existing capability
skips.

GitHub checks are green on this head: Build and Test .NET 10.0, Docker
Sample Images CI, and NuGet Publish all succeeded. Azure build 18417
completed 134 of its 135 jobs successfully; its net10.0 Sessions job was
cancelled by the hosted-agent provider ("Received request to
deprovision"), the same infrastructure flake that hit build 18409
earlier on a head predating these changes. That job is not claimed as
passing, and the local full-suite run above covers the same project. The
previous head `da0d59cfb` completed Azure build 18415 with every job
succeeded.
## Review follow-up at `a08f0c12b`

Eleven new review threads arrived, nearly all documentation. Before
acting on each "this is new in 2.0" remark I checked the API against
`master378` rather than assuming, because a genuine 1.5 API still needs
its migration entry.

`ManagedSession`'s server-redundancy refresh had two hard-coded
two-second bounds. The new `ServerRedundancyOptions` exposes
`RefreshTimeout` for the metadata read and `PeerDiscoveryTimeout` for
each peer lookup, defaults both to the previous two seconds, validates
that a bound is positive or `Timeout.InfiniteTimeSpan`, and flows
through `ManagedSessionOptions`, `ManagedSession.CreateAsync`, the
fluent builder, and `DefaultServerRedundancyHandler`.

`AsyncCustomNodeManager` and `KeyCredentialBridgeAuthenticator` are both
absent from `master378`, so their obsolete members had no compatibility
constraint and are removed rather than carried:
`AsyncCustomNodeManager.ReadInitialValue`, the audience-less
`CreateTokenData` that only threw, and the audience-less `CreateProof`
that produced a proof no server accepts.
`CustomNodeManager2.ReadInitialValue` and the `MonitoredNode2` migration
section are genuine 1.5 APIs and are untouched.

The documentation now states master's behaviour instead of the delta
from 1.5.378, with each moved item already covered under
`docs/migrate/2.0.x/`. `IHistorianAnnotationProvider` is described by
its annotation-time key rather than as "legacy" — it is new in 2.0, so
the label implied a compatibility constraint that does not exist. The
KeyCredential bridge payload's `"version"` field is explained as a
vendor-extension format version with no OPC UA counterpart, and its
version-1 upgrade narrative is gone. `CertificateManager.md`'s migration
walkthrough is replaced by the resolver API it targets.
`NodeManagers.md`, `Sessions.md`, `AsyncServerSupport.md`,
`Certificates.md`, and `Profiles.md` no longer announce features
relative to 1.5. `Benchmarks.md`, `WhatsNewIn2.0.md`,
`DeveloperGuide.md`, and `docs/migrate/` keep their 1.5.378 references,
which are their subject.

CI then exposed a defect this batch introduced: five fixtures resolve
`ManagedSession`'s private constructor by its exact positional parameter
types, so the added parameter compiled cleanly but made `GetConstructor`
return `null` at run time. `7df1d5c40` updates every site;
`Redundancy.Client` passes 126 of 126 and the affected client fixtures
112 of 112.

The BouncyCastle question is answered and tracked in #4510:
`Opc.Ua.Core` already project-references `Opc.Ua.Security.Certificates`,
which already carries the conditional BouncyCastle reference, so the
raw-ECDH polyfill belongs there rather than as a new Core dependency.
The `IUserDatabase` metadata question is addressed to another maintainer
and is deliberately left open.

## Reported issue #4509 follow-up at `5d4d13d63`

The reporter verified `6ad1ecf16` and found one case still failing,
correctly. The empty-token-policies branch kept the configured identity
so a server that is down surfaces a transport failure rather than an
identity error. A provider-only configuration has no configured
identity, so it kept `null`: `OpenCoreAsync` turned that into Anonymous
and `OpenValidateIdentity` rejected it with `BadIdentityTokenInvalid`,
silently ignoring the configured provider.

The branch now requires a configured identity to defer to. Without one
the provider is consulted, so its own `BadIdentityTokenRejected` names
the offered and rejected policy set instead. Two regression tests cover
both configurations; the first fails against the previous behaviour by
reaching the session factory with a `null` identity, which is the exact
step that produced the reported error. That branch had shipped without a
test, which is why the case was missed.

## Review and CI status at `5d4d13d63`

**All actionable review threads are resolved: 132 of 133.** The single
open thread is a question the reviewer addressed to another maintainer
about moving user metadata into `IUserDatabase`; it is left open for
them rather than resolved silently. Every resolved thread carries a
reply naming its fix commit.

**Latest-head CI is green on `5d4d13d63`: 279 checks passed, zero
failed, zero pending**, with one conditional signed-package publishing
job skipped. Local validation for this batch: the full
`Opc.Ua.Client.Tests` suite passes 2,430 of 2,430 on net10.0,
`Opc.Ua.Redundancy.Client.Tests` 126 of 126, and `Opc.Ua.Server.Tests`
590 of 590 for the affected selections. Both net10.0 and net48 build
clean for `Opc.Ua.Client`, `Opc.Ua.Server`, and the changed test
projects, and all changed files pass included-file info-severity
formatting on both targets.

The PR remains open; no merge was performed. As stated at the top, this
does not claim that every item in the 244-finding audit backlog is
complete.
## Latest CI follow-up at `b6f2dfa43`

Azure build 18442 exposed a net48 compile regression in the Kafka
adapter: `RuntimeHelpers.GetUninitializedObject` is unavailable on .NET
Framework. Commit `2cf1e0eed` now uses normal `ProducerMessage`
construction on `NETFRAMEWORK` while retaining reflection-based
construction for modern targets that can load a different Dekaf runtime
asset. The exact net48 CI selection passes 92 of 92 tests, and the
netstandard2.1 adapter guard selection passes 11 of 11.

After merging the latest `master`, GitHub Actions run 35643592139 is
green. The initial Ubuntu Core.Schema job built successfully and passed
160 of 160 tests, then hit an external 403 while finalizing its
test-result artifact; its failed-job rerun completed successfully. Azure
build 18451 was canceled when its remote provider deprovisioned the
net10.0 Sessions runner (`Received request to deprovision: The request
was cancelled by the remote provider`). Azure attached no test task log
or source error, and the canceled parent left that child check stale as
in-progress. No source workaround, test skip, or check relaxation was
made for either infrastructure failure.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 68f26810-22b8-476f-abcd-0a8c82d6e208
2026-09-22 09:10:58 +02:00
Marc Schier 331a71ac2c Fix AI model version and inference argument handling (#4512)
## Summary
- Derive the AI server''s advertised specification version from
generated NodeSet metadata (new source-generated `ModelVersions.Target`
constant), so `AINodeManager.SpecificationVersion` can no longer drift
from the shipped model.
- Preserve inference parameters through inline, asynchronous, fallback,
and oversized-transfer execution instead of silently discarding them.
- Reject unsupported `PayloadUri` input explicitly with
`BadNotSupported` before any backend call, job creation, or transfer
allocation.
- Apply the supported `temperature` / `max_tokens` / `top_p` parameters
in both built-in backends via a shared parser.

Fixes #4505
Fixes #4506

## Review follow-ups (f8754f618)
- REST backend: a JSON body field is dropped only when its matching call
parameter was actually supplied, so an explicit `temperature` no longer
erases payload-supplied `max_tokens` / `top_p`.
- Call parameters accept every built-in integer encoding (`Int64`,
`UInt64`, `Int16`, `UInt16`, `Byte`, `SByte`) and booleans, instead of
failing the whole `Invoke` when a client encodes `max_tokens` as
`Int64`.
- A null `String` Variant is rejected rather than inserted into the
non-nullable backend parameter dictionary.
- The invariant-formatting regression now runs under a comma-decimal
culture so it genuinely discriminates.

## Testing
- `dotnet test tests\Opc.Ua.AI.Tests\Opc.Ua.AI.Tests.csproj -f net10.0
--no-restore` — 186 passed, 0 failed
- `dotnet test
tests\Opc.Ua.SourceGeneration.Core.Tests\Opc.Ua.SourceGeneration.Core.Tests.csproj
-f net10.0 --no-restore` — 3962 passed, 8 skipped
- `dotnet format whitespace --verify-no-changes` clean on the changed
files; build emits no warnings.
2026-09-21 17:35:46 +00:00
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
2415503ab9 Close CTT skips in the reference server sample address space, diagnostics EnabledFlag and project settings (#4485)
Closes #4479

The CTT skipped a number of reference-server test cases because the
sample address space, the diagnostics EnabledFlag or the CTT project
settings did not provide what the scripts need. This PR fixes the sample
data and the server behaviour behind those skips, updates
`samples/UAReferenceServer.ctt.xml`, and records the CTT script defects
that the newly running cases expose.

## Changes

### Sample address space (`ReferenceServer.NodeSet2.xml`,
`ReferenceNodeManager`)

| # | Skip | Fix |
| --- | --- | --- |
| 1 | Base Info Engineering Units `004.js`: ArrayItemType
`EngineeringUnits` have an empty NamespaceUri | UNECE `mV` (12890)
EUInformation, and the axis definitions use `s` (5457219) instead of
UnitId 0. |
| 2 | Data Access PercentDeadband `006/016/017`:
`DataAccess_AnalogType_Float` EURange 0..0 | EURange 0..100 like the
other analog items. |
| 3 | Attribute Read `033.js` (19 nodes): second dimension of 3 | All
`Scalar_Static_Arrays2D_*` are 5x5 (generated values; the Variant matrix
holds scalar Int32 elements). The code-seeded Integer/Number/UInteger
matrices are 5x5 too. |
| 4 | View Minimum Continuation Point 01 `012.js`, View Basic 2
`018.js`: Method/View nodes need two references of their own NodeClass |
`Methods_Void` HasCause/HasEffect to two methods, `Views_Operations`
HasCause/HasEffect to `Views_Engineering`. |
| 5 | Base Info Server Capabilities 2 `002.js`: no node without
MinimumSamplingInterval | `DataAccess_DataItem_String` reports
`Bad_AttributeIdInvalid` for the optional attribute (Part 3 §5.6.2). A
DA item is used because Address Space WriteMask writes every attribute
of the static scalars back. |
| 6 | Historical Access Read Raw `Err-025.js`: no non-historizing Static
Scalar | New `Scalar_Static_NonHistorizing_Boolean` (HistoryRead access,
Historizing = false). See the historian change below. |
| 10 | Address Space Atomicity `001.js`: no NonatomicRead node found |
New `AccessRights_AccessAll_NonatomicReadWrite`. The script examines
only the first 10000 variables sorted by NodeId string; the 5000 mass
variables sort before `Scalar_Static_NonatomicReadWrite`. |

### Server library

- **Diagnostics EnabledFlag (item 7, Base Info Diagnostics
`018-1/2/3`).** `Server.ServerDiagnostics.EnabledFlag` is writable for
SecurityAdmin or ConfigureAdmin over SignAndEncrypt (UserAccessLevel
hook, asynchronous write handler); other users get
`Bad_UserAccessDenied`. Transitions are serialized, including the node
removal. Disabling returns `Bad_NotReadable` for
ServerDiagnosticsSummary, its children and the diagnostics arrays, and
removes the session and subscription diagnostics nodes (Part 5 §6.3.3).
The server keeps the registrations: enabling restores the nodes of the
live sessions and subscriptions with the same NodeIds (sessions created
while disabled included) and resets the arrays to Good. Counters stay
cumulative (required by `018-1.js`). Subscriptions created while
diagnostics are disabled still get no diagnostics node.
- `DiagnosticsNodeManager.IsDiagnosticsStructureNode` had an inverted
NodeId check, so monitored diagnostics nodes never started the scan
timer; `OnMonitoringModeChangedAsync` counted every node and replaced a
running timer. Both fixed.
- **Non-historized nodes (item 6).** `HistorianDispatcher` raw/modified,
processed and at-time reads ask the resolved provider
`IsHistorizingAsync` and return `Bad_HistoryOperationUnsupported` for a
node it does not historize, instead of the empty result the in-memory
historian gave for any node.
- **Browse order (item 8).** `ReferenceDictionary.Find` returned
references of a type from hash-based target maps, so a Browse filtered
by ReferenceType returned references in a different order than an
unfiltered Browse. It now returns them in insertion order (no extra
allocation; a single match keeps the fast path). View Basic 2 `015.js`
compares both lists by index. The characterization test in
`NodeStateReferenceStorageTests` is updated accordingly.

### CTT project settings (`samples/UAReferenceServer.ctt.xml`)

| Setting | Old | New |
| --- | --- | --- |
| `/Server Test/NodeIds/Static/All Profiles/Scalar/Bool` |
`ns=2;s=Scalar_Static_Boolean` |
`ns=2;s=Scalar_Static_NonHistorizing_Boolean` |
| `/Server Test/NodeIds/References/Has References of a ReferenceType and
SubType` | `ns=2;s=References_HasReferenceTypeAndSubType` | `i=2253` |
| `/Server Test/NodeIds/NodeClasses/Object` | `ns=2;s=Scalar` | `i=2253`
|

`References_HasReferenceTypeAndSubType` loses its
HasComponent/HasOrderedComponent references in the source generator;
that is tracked in #4484 and not changed here. The Server object has
HasComponent and HasAddIn references.

### Decisions

- **Item 11, Attribute Write StatusCode & Timestamp `003/006/008`
(writing ServerTimestamp): unchanged.** The stack rejects writes that
contain a ServerTimestamp (`NodeState`/`BaseVariableState`), which Part
4 §5.11.4.2 allows (`Bad_WriteNotSupported`); the CTT reports it as "Not
Supported", not as an error. Side finding, not changed: the
StatusWrite/TimestampWrite AccessLevel bits are not enforced.
- **Item 6:** Part 4 §5.11.3.4 (Table 52) specifies
`Bad_HistoryOperationUnsupported`; `Err-025.js` accepts only
`Bad_NotSupported`, so the case now runs and reports that as an error.
Recorded as a CTT defect in `plans/ctt-issues.md`.
- **Item 12:** removed the stale Historical Access `Err-012.js` entry
(fixed by #4026).

`plans/ctt-issues.md` adds C32 (`Err-025.js` status code), C33
(Atomicity `001.js`: 10000 cap, operator precedence, substring matching
of `UaNodesToIgnore`) and C34 (View Basic 2 `015.js` index comparison),
and replaces the Err-025/Err-012 configuration notes with the new
settings and the EnabledFlag access requirement. Monitor Basic `039.js`
is already C17. The run procedure in `plans/ctt-testing.md` is
unchanged.

## Verification

CTT 1.05.06, scripts 1.05.513, `ConsoleReferenceServer --ctt -a`, fresh
server per conformance unit/group. "master" = 5362ec5e5 with the
unchanged project settings.

**Targeted CUs (skips before → after):** Attribute Read `033` Pass; Base
Info Diagnostics `018-2`, `018-3` Pass, `018-1` Warning (*"Session
diagnostics not available"* for the session the script creates while
diagnostics are disabled); Base Info Engineering Units `001`
Inconclusive→Pass, `004` Pass; Base Info Server Capabilities 2 `002`
Pass; Data Access PercentDeadband `016`, `017` Warning→Pass; View Basic
2 `005`, `015`, `016`, `018`, `020` Pass; View Minimum Continuation
Point 01 `010`, `011` Pass, `012` Warning→Pass; Address Space Atomicity
`001` Pass; Monitor Value Change V2 `042` Error→Pass; Historical Access
Read Raw `Err-025` runs (CTT status-code defect above); `013` fails on a
varying number of results per run (1–12, also 11 on master), the
documented continuation-point defect #16. Unchanged: Monitor Basic `039`
(CTT script error), Monitor Value Change V2 `020` skip
(`Arrays/ByteString` elements shorter than 4 bytes, not part of #4479),
Historical Access Delete Value all pass.

**Saved selection (1,882 cases) per group, errors:** Address Space Model
0 → 0, Aggregates 4558 → 4558 and Base Information 19 → 19 (identical
messages) measured master (5362ec5e5) → this PR; after merging master
(#4478) and the review fixes, Aggregates 4210 and Base Information 19;
Attribute Services, Base Services, Data Access, Method Services and View
Services 0 errors with this PR (0 in the recorded baseline).

**Tests** (net10.0): Opc.Ua.Types.Tests 10395 passed,
Opc.Ua.Server.Tests 5561 passed, Opc.Ua.InformationModel.Tests 1082
passed, Opc.Ua.History.Tests 519 passed, Opc.Ua.Client.Tests 2266
passed; no failures. New regression tests: `ReferenceServerTests`
(units/ranges, 5x5 matrices, missing MinimumSamplingInterval,
non-historizing HistoryRead, NodeClass references, Server object
reference subtypes, both nonatomic nodes),
`DiagnosticsNodeManagerTests.SetDiagnosticsEnabledAsync_Toggle_HidesAndRestoresDiagnosticsAsync`,
`BaseInfoEnabledFlagToggleTests` (admin-only write, Bad_NotReadable
while disabled, restore after enable),
`ReferenceTableTests.FindReturnsReferencesInInsertionOrder`.

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: romanett <7413710+romanett@users.noreply.github.com>
2026-09-15 16:59:04 +00:00
93559d06d3 Fix sample A&C refresh and alarm timing found by slow CTT Alarms and Conditions runs (#4482)
## Why the CTT *Alarms and Conditions* group was so slow

I measured every A&C CU with a fresh `ConsoleReferenceServer --ctt` (CTT
1.05.06, scripts 1.05.513), read the per-test `ResultNode` timestamps,
and added `addLog` timing/counter instrumentation to a copy of the CTT
project.

| Cause | Effect |
| --- | --- |
| **CertificateExpiration** opens a modal dialog in `initialize.js`
("adjust the clock on the server"), and it also appears in `--hidden`
runs | The CTT never exits. This is why the whole group "did not finish
in 40 minutes". |
| **Limit/Level CUs:** `initialize.js` idles the CU session for one
Alarm Cycle Time (60 s) during the initial capture.
`RequestedSessionTimeout` is also 60 s. | The server correctly closes
the session. `LimitHelper` then gets `BadSessionIdInvalid` for its 5
filter subscriptions, and Test_003–006 each run 180 s, about 14 min per
CU. |
| Alarm `Test_002` never gives the AcknowledgeableCondition type a
result | Always runs 3 × cycle (180 s). |
| Enable `Test_003` needs every alarm type to go active within cycle/10
| Timed out in 6 of 7 runs, because boolean and analog alarms changed
state on different ticks. |
| Enable `Err_004` answers each event with Disable/Disable/Enable |
Feedback burst, after which the CTT alarm thread sometimes returns no
events. Details below. |
| Comment `Test_001`–`004` compare against
`CallHelper.ServerTimeOfCall`, which the CTT never sets (`0001-01-01`) |
Every comment event counts as unrelated, and the tests skip after 3
retries. The server's events carry the expected comment. |

Measured CU by CU, the group took **about 87 min plus the hang**. With
the fixes below, running the whole group in one CTT process without
CertificateExpiration takes **18:45** at Alarm Cycle Time 30. The per-CU
table is in `plans/ctt-testing.md` §6.

## Server changes

- **Refresh one subscription per request, not one per Call**
(`AlarmNodeManager.CallAsync`). The sample answered every
ConditionRefresh/ConditionRefresh2 after the first one in a Call with
`Bad_RefreshInProgress`, even for other subscriptions, and never
forwarded them. So CTT Refresh `Err_004` (10 subscriptions per Call)
only ever refreshed one of them. The check is now keyed by
SubscriptionId and MonitoredItemId.
- Regression tests:
`AlarmsAndConditionsRefreshTests.ConditionRefresh[2]OfDifferentSubscriptionsInOneCallSucceedsAsync`.
Both fail without the fix.
- **Boolean alarm source now uses the analog source's steps and limits**
(`AlarmController`, `ConditionTypeHolder.GetSeverity`). OffNormal,
Discrete and SystemOffNormal alarms now change state on the same tick as
the limit alarms (5 per second, 70/90/30/10), and the shortest state
still lasts 4 s.
- With this, Enable `Test_003` passed in 4 s instead of a timeout.
Confirm `Test_001` for the boolean types also stopped failing in both
group runs.
- Test:
`AlarmControllerTests.BooleanAndAnalogSourcesChangeStateOnTheSameStep`
(fails without the change).
- **Alarm controllers step on shared interval boundaries**
(`AlarmController.SetNextInterval`). Scheduling relative to the last
step let the two controllers drift up to one 100 ms simulation tick
apart, so the boolean events sometimes landed in a later publish and
Enable `Test_003` still timed out in 3 of 5 runs. With shared boundaries
it passed in 6 of 6 runs.
- Test:
`AlarmControllerTests.ControllersScheduleTheirStepsOnSharedIntervalBoundaries`.

I did not make the simulation faster. Acknowledge, Confirm and Comment
tests call methods with the EventId of the event they just received, and
a shorter state would make them race the next transition.

## Not reproduced / not a server defect

- **Refresh `Err_004` `BadSubscriptionIdInvalid` cascade.** In the
original run the alarm-thread session's subscriptions (15.5 s lifetime)
were gone after the script's 30 s wait. Nine further CTT runs passed all
28 Refresh/Refresh2 cases. An in-process replay with a sequential
publisher kept every subscription; that replay is what exposed the
refresh defect above.
- **Enable event stall (C43) is inside the CTT.** A server build that
logs every returned notification message showed that during a stall the
server sent 435 and 420 events to the two CTT event items in 173
messages, and the CTT acknowledged all of them, while its alarm-thread
buffers returned nothing. It only happens after `Err_004`'s
Disable/Enable feedback burst, in 8 of 28 runs.

## Docs

- `plans/ctt-testing.md`: new §6 *Alarms and Conditions*, covering the
recommended run, where the time goes, how to instrument a run and the
expected result. Also a note that a hidden CTT run can block on dialogs,
so always use a timeout.
- `plans/ctt-issues.md`: the A&C "open server findings" are replaced
with these results, and there are new CTT script defects C39–C44 plus
configuration notes (Shelving chattering alarms, Alarm Cycle Time vs
session timeout).

## Tests

- `Opc.Ua.History.Tests` A&C + AlarmClient: 155 passed.
- `Opc.Ua.Server.Tests` `AlarmControllerTests` /
`QuickstartsServerUtilitiesTests`: 4 passed.
- CTT whole-group runs (27 CUs, 128 cases): 18:45 at cycle 30 and 29:23
at cycle 60 on this branch; 23:43 and 24:21 with only the refresh fix.
The spread comes from the Enable stall (C43).

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---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: romanett <7413710+romanett@users.noreply.github.com>
2026-09-15 14:44:36 +00:00
162fc5ebb3 Fix AddNodes scaling and OpenSecureChannel revocation errors found by CTT Monitored Item, Node Management and security runs (#4486)
# Description

Findings from running the CTT conformance groups **Monitored Item
Services**, **Node Management Services**, **Security General** and
**Security User Token** against `ConsoleReferenceServer --ctt` (CTT
1.05.06, scripts 1.05.513). The security groups ran **without `-a`**,
against an isolated server PKI built from the CTT's `copyToServer`
folders, so the negative certificate tests are meaningful.

## Server fixes

### AddNodes below one parent was quadratic (Node Management Delete Node
`Err-002.js`)

The CTT adds 15,000 variables below `ns=2;s=CTT` in batches of 5,000 and
warned that AddNodes responses took 400–800 ms. For every added node the
server searched all children of the parent twice: once in the BrowseName
duplicate check in `AsyncCustomNodeManager.AddNodeCoreAsync`, which also
copied the children list, and once in the NodeVersion lookup of
`FilterChangesByNodeVersion`.

- `NodeState.FindChild` now searches children lists with ≥ 64 entries
through a BrowseName index kept in a `ConditionalWeakTable`, so nodes
with few children get no extra field.
- It keeps first-match semantics and is maintained by
`AddChild`/`RemoveChild`.
- It is dropped on replacement and invalidated when a child is renamed
or moves to another parent.
- Lists whose children point at another parent (clones) are still
searched linearly.
- The duplicate check uses `FindChild` instead of copying the list.

| 5,000-node AddNodes batch (in-process, Debug) | 1st | 2nd | 3rd |
| --- | --- | --- | --- |
| before | 769 ms | 2,083 ms | 4,011 ms |
| after | 141 ms | 166 ms | 172 ms |

In the CTT, AddNodes of 5,000 items now answers in 51–72 ms and the
warning is gone.

### OpenSecureChannel leaked revocation errors (Security Certificate
Validation `002.js`)

Part 4 §6.1.3, Table 106:
- For the revocation check (`Bad_CertificateRevoked`,
`Bad_CertificateIssuerRevoked`), `Bad_SecurityChecksFailed` **shall** be
reported to the client.
- For a missing revocation list (`Bad_CertificateRevocationUnknown`,
`Bad_CertificateIssuerRevocationUnknown`), it **should** be.

`TcpServerChannel` masked only `Bad_CertificateRevoked`, and
`StandardServer.OnApplicationCertificateError` (CreateSession) had its
own list that missed `Bad_CertificatePolicyCheckFailed`. Both now use
one helper, `CertificateErrorReporting` in Opc.Ua.Core, which also
inspects the nested errors of the certificate validator (both paths now
throw the validation result with `ThrowIfInvalid`). Only validity
period, host name, URI and usage errors keep their own code, and audit
events still carry the specific result. The CTT warning is gone.

### Sample data

- **Monitor Value Change V2 `020.js`** skipped because
`Scalar_Static_Arrays_ByteString` had a 1-byte and a 3-byte element. The
script checks every element, and the simulation only padded elements
0–2. The seed value now has no element shorter than four bytes, and the
simulation pads every element.
- **Monitor Value Change V2 `042.js`** got 18 of 19 notifications. The
missing item is the Float matrix: its element [1,1] was
`-1.03179664E+33`, where adding 1 is below Float precision, so the value
really did not change. The server did not drop a notification. The
element is now `-1031.79664`.

## CTT results after the fixes

| Group | Result |
| --- | --- |
| Monitored Item Services (208) | Monitor Value Change V2 44/44.
Remaining: Monitor Basic `039.js` (C17, missing include), `038.js`
warning (C32), and 1–2 sporadic timestamp-tolerance warnings that move
between test cases from run to run. |
| Node Management Services (15) | Only Add Node `Err-008.js` (Mantis
11266). |
| Security General (314) | Certificate Validation: 23 pass, 24 not
implemented, 3 not-applicable skips. None CreateSession/ActivateSession:
all pass. The other 50 CUs are *Not Implemented* in scripts 1.05.513. |
| Security User Token (66) | Anonymous `002.js` (C35) and User Name
Password 2 `015.js` (C36) fail because of CTT defects. X509: 18/18
automated cases pass. |

## CTT defects documented (`plans/ctt-issues.md`)

- **C32** `038.js` compares a RevisedSamplingInterval of 0 with a
project setting instead of the node's MinimumSamplingInterval or the
server's MinSupportedSampleRate.
- **C33** `020.js` requires every ByteString element to be ≥ 4 bytes,
but its message says elements 0–2.
- **C34** `RequestedNewNodeId()` always sends `ns=1`, regardless of
`RequestedNodeId_Namespace`, so client NodeIds can't be enabled.
- **C35** Security User Anonymous picks the `opc.wss` endpoint, which
the CTT cannot open (`BadNotSupported`).
- **C36** `UaEndpointDescription.FindTokenType` rewrites the cached
endpoints' token policies, so `015.js` reports PolicyIds as reused. The
server's GetEndpoints output was verified compliant (PolicyIds unique
per configuration, Mantis 11258).
- Evidence added to **C9** (042.js) and **issue 17** (015.js).

`plans/ctt-testing.md` gains how to run the Monitored Item/Node
Management groups and a recommended setup for the security groups:
isolated PKI from `copyToServer`, no `-a`, PKI restore per part, and
waiting for `Server started`. Other findings recorded there:
- the Create/DeleteMonitoredItems timing warnings are jitter;
- `LoginNameAccessDenied` is not a real user;
- `samples\UAReferenceServer.ctt.xml` needs no change (enabling
`RequestedNodeId` breaks six Add Node cases because of C34).

**Note:** `plans/ctt-testing.md` and the refreshed `plans/ctt-issues.md`
are introduced by #4482. The plans files here are based on #4482's
versions, and new entries start at C32 because #4481 uses C19–C31.
Please merge after #4482 (or rebase the plans files onto it).

## Tests

- `NodeStateChildNameIndexTests` (Opc.Ua.Types.Tests): index semantics
(duplicates, remove, rename, replace, re-parent, clone, shrink/grow,
2,000 random operations against a linear search). Also a scan guard:
5,000 misses against 50,000 children take 97 ms with the index and 7,083
ms with it disabled.
-
`AsyncCustomNodeManagerNodeManagementTests.AddNodeAsync_DuplicateBrowseNameUnderParentWithManyChildren…`
- `TcpServerChannelCertificateErrorTests` (Opc.Ua.Core.Tests): masked vs
reported certificate errors.
- Opc.Ua.Server.Tests 5,553 passed, Opc.Ua.Core.Security.Tests 556
passed, Opc.Ua.Core.Tests (Security + Stack) 3,561 passed,
InformationModel NodeManagement 26 passed (net10.0).
- Opc.Ua.Types.Tests 10,404 passed and 1 failed:
`WotSpecFixtureManifestTests.EveryEmbeddedExampleMatchesItsRecordedHash`.
That test hashes WoT assets which are `eol=lf` in the index but CRLF in
this worktree's checkout; no WoT file is touched by this PR.

## Checklist

- [x] I have signed the CLA and read the CONTRIBUTING doc.
- [x] I have added tests that prove my fix is effective or that my
feature works.
- [x] I have added all necessary documentation.
- [ ] I ran all tests locally using UA.slnx against .NET Framework and
.NET 10 (net10.0 suites listed above only).

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---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: romanett <7413710+romanett@users.noreply.github.com>
2026-09-15 10:08:30 +00:00
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.

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Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-14 08:22:28 +02:00
romanettandClaude Opus 5 a05a360550 Adopt the fluent builder's node-creation surface in the remaining hand-rolled node managers (#4460)
Closes #4429.

PR #4428 added the node-creation surface to `INodeManagerBuilder`. This
picks up the remaining candidates that needed a base-class change first,
and reports on the two that turn out not to be candidates at all.

## Converted

**`samples/WotCon/FlatTagServer/FlatTagNodeManager.cs`** — now derives
from `FluentNodeManagerBase`. The private `CreateObject` /
`CreateVariable` / `CreateMethod` helpers are gone, along with every
`pumpNodeId + ".Operational.Measurements.MassFlow"` concatenation; nodes
are staged with `AddObject` / `AddVariable<T>` / `AddMethod` and the
hand-maintained `externalReferences[ObjectsFolder]` entry is replaced by
`CompleteConfigureAsync`.

The `EventNotifier` bits and `AddRootNotifierAsync(pump)` are kept
verbatim — the pump is the notifier an aggregating server subscribes to,
and OPC 10000-3 only delivers the supervision conditions to a client
that can reach one.

`SupervisionSignal` loses its `namespaceIndex` and `tagPath` parameters
and derives both from the supervision Object it hangs off, so the signal
follows wherever that Object was staged.

**`samples/Redundancy/RedundantServer/HaSampleNodeManager.cs`** — same
shape. The `Counter` still reaches `EnableDistributedValueParticipation`
through `INodeBuilder.Node`. The variables keep their `Organizes`
reference type, which the fluent default would otherwise have made
`HasComponent`.

**`samples/DI/PumpDeviceIntegrationServer/OpenUsdComposition.cs`** —
both `AddPredefinedNodeAsync` sites stage on the builder now, threaded
through `ConfigureAsync`; `DiNodeManager.CreateAddressSpaceAsync`
already calls `RegisterAuthoredNodesAsync` between `ConfigureAsync` and
the reverse-reference pass, so no new plumbing was needed. Both methods
became synchronous. The NodeIds are unchanged because the hand
`SystemContext.NodeIdFactory.New(...)` calls and
`AssignInstanceChildNodeIds` were already doing exactly what staging
does.

`CreateRepresentedComponent` is left alone: it sits on
`CreatePumpAsync`, a public runtime API, and so is out of scope for the
same reason as the DI device builders.

## NodeIds are part of two samples' contracts

The issue expected the staged path to mint through the manager's
`INodeIdFactory`, and it does — but for two of these samples the
identifiers are a published contract, not an implementation detail:

- the aggregating client's checked-in Thing Descriptions under
`samples/WotCon/AggregationClient/Documents/` spell out
`nsu=…SourceA;s=Pump1.Identification.Manufacturer`;
- `samples/Redundancy/RedundantClient/Program.cs` addresses `new
NodeId("Counter", ns)` directly.

Both managers therefore override `New` for those nodes instead of taking
the default factory's derived identifier, which satisfies the acceptance
criterion that each manager keeps its current address-space shape.
FlatTag mints the full dotted browse path; the HA sample mints the bare
browse name, but only for the sample folder and its direct children.

Two things are worth knowing for anyone writing such an override.

**It has to keep an identifier the caller already chose.**
`DefaultNodeIdFactory.New` returns `node.NodeId` unchanged when it is
non-null and in the manager's own namespace. Without that same guard,
`NodeState.Create(context, nodeId, …, assignNodeIds: true)` sets the
explicit id and then `AssignNodeIds` overwrites it from the factory —
which silently moved `…SupervisionProcessFluid.Cavitation.Alarm` to
`…SupervisionProcessFluid.CavitationAlarm` and broke five alarm tests
until the guard was added.

**It has to be narrow.** A browse name is unique only among its
siblings. The HA override originally named every node the manager
minted, and the historian hangs an `HA Configuration` object off each
node it historizes — so the Counter's and the HistoryEvents' one both
landed on `ns=2;s=HA Configuration` and the strong active/passive
replicas refused to start. It is now limited to the nodes the redundant
client actually spells out.

## Merge with master

Merged `origin/master` (`0e600c0f0`). The one conflict was in
`HaSampleNodeManager.CreateAddressSpaceAsync`, where #4445 added
`AddFactoryAssignedNodes` next to the `HistoryEvents` object this branch
had converted. Both are kept, and the factory-assigned subtree stays
hand-built and unstaged on purpose: it exists to show what an identity
minted straight through `NodeIdFactory` looks like beside the sample's
named ones. It is attached once the folder has been staged, so those
identifiers survive untouched and the subtree is still registered as
part of the folder's. Its parent's identifier is `s=HighAvailability` on
both sides, so the ids it mints are unchanged from master.

## Not candidates

**`src/Opc.Ua.PubSub.Server/PubSubNodeManager.cs`** is out for the
issue's own DI-device-builder reasoning. All three of its build paths
are reachable from runtime Method calls — `OnAddDataSetFolder` and
`OnRemoveDataSetFolder` → `RebuildConfigurationAddressSpaceAsync`,
`OnAddPushTarget` / `OnRemovePushTarget` →
`RebuildKeyPushTargetAddressSpaceAsync`, `OnGetSecurityGroup` /
`OnAddSecurityGroup` / `OnRemoveSecurityGroup` →
`RebuildSecurityGroupAddressSpaceAsync` — plus `ConfigurationChanged`.
Each removes its previous roots and rebuilds them, and `Add*` throws
`BadInvalidState` once `RegisterAuthoredNodesAsync` has run.
Independently of that, its parents (`PublishSubscribe`,
`PublishedDataSets`, `SecurityGroups`, `KeyPushTargets`) are owned by
the diagnostics node manager, so `AttachToParent` would reject them as
`BadNodeIdUnknown`.


**`src/Opc.Ua.OpenUsd.Server/Scene/UsdSceneMaterializer.Properties.cs`**
— the issue asked whether a builder is reachable at those call sites. It
is not. `MaterializeUsdStage` is a public, documented `ISystemContext`
extension (`docs/OpenUsd.md`, the package README) whose only input is
the context; it returns a detached subtree for the caller to register.
It already mints through `context.RequireNodeIdFactory()`, which is the
same factory the staged path uses, so there is nothing to gain and a
public signature to break.

## Verification

Run against the merged tree:

- `Opc.Ua.Di.Tests` — 425/425 pass (covers `PumpOpenUsdE2eTests`,
`PumpHostedReferenceTests`).
- `Opc.Ua.Redundancy.Samples.Tests` — 14/14 pass, including both
variants of master's new
`FactoryAssignedNodeIdsSurviveActiveReplicaFailureAsync` and
`StrongHistorianContinuationsSurviveActiveReplicaFailureAsync`.
- `Opc.Ua.WotCon.Samples.Tests` — 25 pass, 4 fail. The same 4 fail on a
clean baseline worktree
(`CompanionTypeDefinitionsMatchNativePumpServerAsync`,
`WotPumpInstanceMatchesNativePumpSubsetAsync`,
`RealSamplesAggregateSubscribeAndReplaceGenerationAsync`,
`RealSamplesRouteManagementAndConditionActionsToEachSourceAsync` — all
`BadConfigurationError` out of the aggregation client). Pre-existing,
unrelated to this change.
- All three sample projects build with 0 warnings and 0 errors.

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Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-10 12:11:55 +00:00
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
romanettandClaude Opus 5 36f51cb49d Add per-type, resource-owning node behaviors to the fluent builder (#4441)
# Description

The fluent builder resolves exactly **one node per call**.
`NodeFromTypeId` is exact-type-only and throws `BadBrowseNameDuplicated`
the moment two instances match, and handlers land in single-occupant
`NodeState` slots — a second handler for an occupied slot is an error by
design.

So the fluent surface cannot express four things:

- **fan-out** over the instances of a type,
- **subtype matching**, so a registration for `AnalogItemType` also
covers a user's derived type,
- **composition** of two behaviors on one node,
- **teardown** for a behavior that *owns* something — a semaphore, a
file handle, a store, a timer.

Three hand-rolled registries already work around exactly this —
`EventSourceRegistry` (730 lines), `MonitoredSourceRegistry` (998),
`SimulationRegistry` (328) — each with its own register → activate →
reconcile → deactivate → dispose loop and its own failure policy,
written three times because the slot model had no lifecycle to hang them
on.

This PR adds that lifecycle and moves the registries onto it.

## The new surface

Ten public members. A registration returns an `IAsyncDisposable` that
the node manager owns:

```csharp
builder.AttachToType<AlarmConditionState>(
    ObjectTypeIds.AlarmConditionType,
    async (alarm, ctx, ct) =>
    {
        MySubscription sub = await Source.SubscribeAsync(alarm, ctx.Lifetime).ConfigureAwait(false);
        return sub;                       // released on teardown, in reverse order
    });
```

- `AttachToType<TState>(NodeId, attach, NodeAttachOptions?)` — one
behavior per matching instance, subtypes included by default.
- `Attach<TState>(attach)` on a node builder — one behavior on an
already-resolved node.
- `Attach(attach)` on the manager builder — manager-scoped, owns no
node.
- `AcquireWhileMonitored<TValue>(acquire)` — acquire on the first
subscriber, release on the last **and at shutdown**.
- `INodeAttachContext`, `NodeAttachOptions`, and `protected
ActivateNodeBehaviorsAsync` on `FluentNodeManagerBase`.

**Guarantees.** Behaviors activate deepest node first, and on one node
from the base-registered behavior to the derived-registered one;
manager-scoped behaviors run last, so they can drive what the node
behaviors prepared. Any failure — including cancellation — unwinds every
lease recorded so far in **exact reverse order**, and aggregates cleanup
failures *with* the original rather than replacing it.

**The engine stays internal.** Its vocabulary is not worth freezing into
public API, and `INodeAttachContext` + `IAsyncDisposable` is the whole
contract a caller needs.

Two deliberate decisions worth a reviewer's attention:

- **Method nodes are excluded from type matching.** `MethodState`
aliases `MethodDeclarationId` onto `TypeDefinitionId`, so without an
explicit filter every method node would match a registration for its
declaration — a surprise nobody asked for. Method behavior stays on the
call handler. Pinned by a test.
- **A CLR type mismatch throws `BadTypeMismatch`**, naming node,
expected and actual type, rather than silently skipping the instance. A
whole set of alarms quietly getting no behavior is worse than a startup
failure.

`Dispose(bool)` is **signal-only**. Real release belongs in
`DeleteAddressSpaceAsync`, which `MasterNodeManager.ShutdownAsync`
invokes before it disposes managers on every production path — including
the synchronous one, where `StandardServer.Dispose` blocks on
`DisposeAsyncCore` → `StopAsync` → `ShutdownAsync` first. Blocking in
`Dispose(bool)` would sit under a sync-over-async dispose and
`MasterNodeManager`'s semaphore `Wait`.

## The registry migrations

**`SimulationRegistry` — release moved, plus two latent bugs.**
`Dispose` cancelled the loops then blocked up to five seconds draining
them, from a synchronous dispose. Release now runs on the async teardown
path and `Dispose` only trips the token. Loops are driven from the
server `TimeProvider` instead of `PeriodicTimer`/`Stopwatch`, so they
are testable on a fake clock rather than with sleeps. Fixed alongside:
the running loop enumerated the handler list **by reference** while a
late `OnTick` could still mutate it (handlers are now snapshotted, and a
late `OnTick` is rejected rather than silently dropped); and a handler
throwing `OperationCanceledException` for its own reasons killed the
whole loop in silence.

**`EventSourceRegistry` — ownership only; the reconcile loop stays.** It
cannot collapse: `OnSubscribeToEventsAsync` runs while the
monitored-item semaphore is held and `AddRootNotifierAsync` re-enters
`SubscribeToEventsAsync`, so awaiting anything lease-shaped from that
hook would self-deadlock. What moves is ownership of the two side
effects nothing reversed — the `EventNotifier` bit ORed into the
notifier, and the root-notifier registration. A node that *already*
carried the flag is not ours to clear, so only what registration
actually changed is recorded and undone.

**`MonitoredSourceRegistry` — ownership only, and the real leak.**
Rerouting teardown to `DisposeAsync` turned out to be necessary but
**not sufficient**: that method only clears the item map, cancels the
worker and disposes the lock, while the last-subscriber handler runs
*solely* from the reconcile path's `Deactivate` arm — which server
shutdown never reaches, because subscriptions dispose their items
locally without deleting them. Anything acquired on the first subscriber
therefore outlived the server. `ReleaseAsync` now runs those handlers
for still-active sources, and `AcquireWhileMonitored` is the demand verb
over the pair, with a test that proves release at shutdown with a live
subscription.

**Alarms.** Attaching an alarm enabled the condition, promoted the whole
notifier chain and registered a root notifier, with no inverse anywhere.
`RegisterAlarmEventSource` now reports what it changed and an
`AlarmRelease` behavior undoes it. While wiring that up: the parent's
`EventNotifier` was being promoted **twice** — once directly and once
inside `RegisterAlarmEventSource` — which left the reversible path with
nothing recorded. The redundant promotion is gone.

Alarms still work on managers that never opted into the fluent surface;
those simply get no automatic release, exactly as before, rather than a
hard failure.

## What this deliberately does not do

**Registry and alarm *setup* stays where it is.** Only release moved.
`NodeManagerBuilder.Seal()` is synchronous and is called from sites that
never call `CompleteConfigureAsync` — `Isa95NodeManager.cs:1046` seals
from inside `private void ConfigureStatusEvents()` — so making behavior
activation the sole setup path would silently disable simulations, event
sources and alarms in ISA-95, Pump, Generator and RuntimeNodeSet.

That same synchrony is what forced the `OnAddressSpaceReadyAsync` hook
in #4434 (*"`Configure` is a `partial void` and cannot await"*), which
`Opc.Ua.Di.Server/DiNodeManager.cs` had already invented privately. **A
separate PR making the fluent configure path async is planned to land
first**; after it, setup can move onto activation here and both copies
of that workaround can go.

Also out of scope: incremental attach on runtime node add and release on
node removal (the ledger needs real synchronisation first), and the
Quickstart `AlarmNodeManager` port that would give the alarm work
end-to-end coverage.

## Related Issues

No tracking issue yet — this came out of a design review of an earlier
behavior-activation prototype, which was rejected for being unreachable
from any application and hooked into a loading path rather than the node
manager. Happy to open one and link it if maintainers want the ADR on
file before review.

## 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. *(XML doc comments on
every new public member, including why method nodes are excluded and why
`Dispose` is signal-only. No `docs/` page — say the word if one is
wanted.)*
- [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 — see Validation. Not run against .NET Framework locally.)*
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

## Validation

net10.0:

- `UA.slnx` builds clean, 0 errors.
- `Opc.Ua.Server.Tests`: **4,984 passed, 0 failed**, 5 skipped.
- 23 new tests:
- **17 on the behavior surface** — child-first ordering,
base-before-derived on one node, exact-reverse unwind, fan-out over
three instances, subtype vs exact-type matching, zero-match diagnostics,
declined instances, mid-activation rollback, lifetime-token ordering,
second-pass unwind order, drained registrations, method-node exclusion,
alarm release, `Publish` release, `Dispose` tripping an activated
behavior's lifetime, and the two aggregation contracts (several release
failures all surface and do not stop the remaining releases; a rollback
that itself fails does not hide the activation failure that triggered
it).
- **4 on the simulation lifecycle** — fake-clock ticking, teardown
awaiting an in-flight tick, non-blocking `Dispose`, late-handler
rejection.
- **2 on `AcquireWhileMonitored`** — release on the last subscriber, and
release at shutdown with a live subscription.
- No new analyzer warnings.

Not run locally: .NET Framework targets, and suites outside
`Opc.Ua.Server.Tests`.

**On the advisory coverage gate.** The first report put patch coverage
at 47.65%, listing whole files as uncovered that these tests exercise
directly — `NodeBehaviorRegistry.cs` end to end, for instance. That
report is assembled from whichever legs published Cobertura fragments,
and the `Server` leg had not. It did point at three paths that genuinely
had no test, all now covered: `EventSourceRegistry.ReleaseAsync`,
`SignalShutdown` (reachable only via `Dispose` on a manager whose
behaviors actually activated), and the two failure-aggregation paths.

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-09 10:42:10 +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 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 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
90840b3e48 Register HTTPS/WSS transport bindings in ConsoleReferenceServer (#4436)
## Description

The refserver container fails to start with `No OPC UA transport
listener is registered for endpoint scheme 'opc.https'`.
`StandardServer` now validates that every scheme configured in
`BaseAddresses` has a registered transport binding, but
`ConsoleReferenceServer`'s config files
(`Quickstarts.ReferenceServer.Config.xml`,
`Ctt.ReferenceServer.Config.xml`) list `opc.https`/`opc.wss` base
addresses while the sample never registered those bindings on the server
— it relied on the `opc.tcp`-only default.

### Fix
- `UAServer<T>.CreateServerWithTransportBindings()`: shared helper (used
by both `Create()` and `StartAsync()`'s lazy-creation fallback) that
assigns `Server.TransportBindings` before start, so both call sites
can't drift out of sync.
- `CreateTransportBindings()`: builds the registry by reusing the
existing production DI extensions
(`AddOpcUa().AddOpcTcpTransport().AddHttpsTransport().AddWssTransport()`)
via a small `ServiceCollection`, instead of duplicating
factory-registration logic.

### Lifecycle
- The backing `ServiceProvider` is kept alive in `m_transportServices`
for the life of the registry (not disposed immediately after resolving
it, which would invalidate factories relying on DI-owned services) and
is disposed in `StopAsync()` once the server has stopped.
- `CreateTransportBindings()` disposes any stale provider before
building a new one, guarding against repeated `Create()`/`StartAsync()`
calls without an intervening `StopAsync()`.

```csharp
Server = CreateServerWithTransportBindings();
// ...
private ITransportBindingRegistry CreateTransportBindings()
{
    m_transportServices?.Dispose();
    var services = new ServiceCollection();
    services.AddOpcUa().AddOpcTcpTransport().AddHttpsTransport().AddWssTransport();
    m_transportServices = services.BuildServiceProvider();
    return m_transportServices.GetRequiredService<ITransportBindingRegistry>();
}
```

## 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.
- [ ] 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.
- [ ] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

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

- Fixes #4435

---------

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: Marc Schier <marcschier@users.noreply.github.com>
2026-09-08 05:57:05 +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 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 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
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
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 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
651beaee1e Fully support AliasNames in ConsoleReferenceServer (#4012) (#4321)
# Description

The CTT AliasName conformance units skip or fail against the
ConsoleReferenceServer. `AliasName Base` skips with *"No instance of
AliasNameType has been found in the address space"*; `Category Tags`,
`Category Topics` and `Hierarchy` fail. Part 17 support landed in #3779,
but aliases live only inside the `IAliasNameStore` — nothing is
browsable, no `AliasNameCategoryType` is nested under another, and the
Topics aliases point at the Server object rather than at a
`PublishedDataSetType` instance.

Part 17 §6.2 clients — the CTT among them — discover aliases by
browsing, not only by calling `FindAlias`. This PR materializes the
store contents as real nodes and fills the three gaps.

### SDK — `Opc.Ua.Server`

* **`DiagnosticsNodeManager.MaterializeRegisteredAliasNameNodesAsync`**
(new, opt-in) walks every registered `IAliasNameStore` and creates one
`AliasNameType` instance per alias — BrowseName carrying the alias name,
`AliasFor` references to its targets, and the inverse `HasAlias`
reference on each local target (via `externalReferences`, since targets
usually live in another node manager) — plus an `AliasNameCategoryType`
instance for every store category the standard NodeSet does not already
ship. Categories whose NodeId belongs to another node manager are
skipped, so an `AliasNameNodeManager` that also registers its store with
the server-wide registry does not get its NodeIds claimed twice.

Opt-in: servers that only need the well-known `FindAlias` to answer from
their store pay nothing. The nodes are a snapshot taken at address-space
creation — later mutations change what `FindAlias` returns but do not
add or remove nodes.

* **Optional Part 17 methods on the well-known categories.** The same
pass instantiates whatever a category declares through
`AliasNameCapabilities`: `FindAliasVerbose` (§6.3.3),
`AddAliasesToCategory` (§6.3.4), `DeleteAliasesFromCategory` (§6.3.5)
and `LastChange` (§6.3.1). Mutations require a `SecurityAdmin` caller on
a `SignAndEncrypt` channel; the gate previously private to
`AliasNameNodeManager` moved to `AliasNameMethodDispatcher` so both
paths share one implementation.

* **`LastChange`** is now tracked per category rather than only for the
standard `Aliases` node, and the duplicated seeding logic collapsed into
one helper.

### Reference server

* A nested **`Devices`** category under `TagVariables` holds
`Pump1_Status` and `Heater_Power`. `FindAlias` on `TagVariables` still
returns all six names through subtree recursion, while `FindAlias` on
`Devices` returns exactly two — which is what the Hierarchy unit checks.
* `ReferenceServerConfigurationNodeManager` creates three
**`PublishedDataSet` instances** under `PublishedDataSets` (`i=17371`)
and the Topics aliases now target them, satisfying the *"is a Dataset"*
check. These are address-space instances only — no PubSub runtime is
added, and the CTT only inspects the target's type definition.

## Note for reviewers — the reserved NodeIds

The optional children are created at the NodeIds the OPC Foundation
reserves for them (`Aliases.FindAliasVerbose` = `i=24054`,
`TagVariables.LastChange` = `i=32854`, …). Those identifiers are
allocated in `StandardTypes.csv` but are **not** declared in the
ModelDesign and **not** present in the published NodeSet, because the
standard address space does not instantiate optional children. The
source generator therefore emits no parent-to-instance mapping and no
`MethodIds` constants for them, so
`DiagnosticsNodeManager.ReservedChildIds` supplies the nine method ids
and the two missing `LastChange` ids explicitly, each traceable to its
registry row. The 18 argument-property ids do have generated
`VariableIds` constants and are referenced through those.

I deliberately did **not** "fix" this by declaring the children in
`tools/Opc.Ua.SourceGeneration.Core/Design/StandardTypes.xml`: that file
is a verbatim copy of upstream
`UA-ModelCompiler/Design.v105/StandardTypes.xml` (the only differences
today are upstream being newer), so a local edit is lost on the next
sync and the NodeIds would silently revert to factory-minted ones.
`docs/AliasNames.md` records this.

Worth raising upstream separately: `StandardTypes.csv` allocates
`Aliases_FindAliasVerbose` and siblings while the ModelDesign never
declares those children, so the ModelCompiler cannot emit ids it has
itself reserved. If that is ever reconciled, `ReservedChildIds` becomes
redundant and deletes cleanly.

## Related Issues

- Fixes #4012

## 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. — **not
done: verified on net8.0 only** (Server 4710, InformationModel 1099,
Core 4443, plus the client and features alias suites; AOT build clean).
Needs a run against net framework and net10 before this leaves draft.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

### Tests

`tests/Opc.Ua.InformationModel.Tests/Aliasname*Tests.cs` mirror the four
CTT conformance units and no longer `Assert.Ignore` where the CTT
reported failures — the alias suite is 37 tests with no skips. New
`AliasnameOptionalMethodsTests` covers the optional methods, their
reserved NodeIds, the anonymous-caller denial, an add/find/delete round
trip and `LastChange` advancing on mutation.

One pre-existing test changed premise:
`EnumerateSubCategoriesAsyncOnLeafReturnsEmptyAsync` asserted that
`TagVariables` has no sub-categories, which this PR deliberately makes
false. It now targets `Topics` (still a leaf) and a new test guards the
nesting.

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
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: marcschier <11168470+marcschier@users.noreply.github.com>
2026-08-29 18:05:42 +00:00
Marc SchierandCopilot cef83550cb OPC UA Vision: a vision-guided bin-picking demo an LLM agent can see and drive (#4235)
# Description

Implements **OPC UA — Vision** and uses it to build the demo the
companion specifications were drafted for: an eye-in-hand camera watches
a bin of parts, a language model *looks at the frame*, decides which
part matches the instruction, and commands the robot through Robot
Intent — with the OpenUSD viewer showing the arm move and the bin empty
out.

> **Draft, and stacked.**
[#4195](https://github.com/OPCFoundation/UA-.NETStandard/pull/4195) has
merged and master is merged in, so what is left on top of `master` is
the Vision work plus the unmerged `marcschier/ai-model-management`
branch, which the demo needs for the model/dataset/deployment
provenance. Review the Vision commits; the AI Model Management work
lands with its own PR.

## What is here

**The specification, implemented.** `Opc.Ua.Vision` is generated from
the spec's own `Opc.Ua.Vision.NodeSet2.xml`, vendored byte-identically
(SHA-256 `79C592C6…`, verified against a fresh download and stored
LF-preserved like the Robot Intent NodeSet). `Opc.Ua.Vision.Server`
builds the §4.2 discovery object, sensors, the coordinate-frame tree,
calibrations, media endpoints, inference pipelines and the §9 feedback
methods, with rendering and inference behind injectable providers.
`Opc.Ua.Vision.Client` is built on the generated ObjectType proxies and
composes transforms across the frame tree, which is what turns a
detection in camera coordinates into a pose a robot can act on.

**Two perception paths behind one contract**, which is exactly what
`InferenceLocationEnum` is for. `OnServer` is a deterministic detector
derived from the stage's ground truth — no model, no network, no GPU, so
CI can exercise the whole loop. `EdgeOffServer` is the agent: it sees
the frame over MCP and calls `SubmitDetections`, and the Server
publishes results it did not compute. A client reads
`DetectionResultType` identically either way.

**The agent's eyes.** `tools/Opc.Ua.Mcp.Vision` adds 22 `vision_*`
tools, which with the four shared connection tools makes the `vision`
profile 26; `vision_get_frame` returns the camera image as an MCP
`ImageContentBlock`, so the model looks at pixels rather than reading a
description of them. Tool profiles now compose — `--profile
vision,robotics` yields 62 tools — so one agent can both see and act
without dragging in the full 136-tool catalogue.

**The cell.** `samples/Robotics/BinPickingCell` follows the spec's own
Robotics-Vision Addendum: the `world → robot_base → flange →
gripper_tcp` frame tree with `camera_eih` on the flange, the `HandEye`
extrinsics and the `Intrinsics612x512` intrinsics — the addendum's
2448×2048 calibration scaled to the 4×4-binned grid the camera actually
delivers. `samples/Robotics/BinPickingClient` hosts the composed MCP
catalogue and optionally the viewer.

**Documentation.** `docs/Vision.md` (~800 lines) covers the model,
hosting, the build context, every topology builder, both perception
paths, feedback, the MCP profile and the limitations; linked from
`docs/README.md`, with the profile table in `docs/McpServer.md` and
READMEs for both samples.

## Evidence, not assertions

Each of these was measured on a running system rather than assumed:

| Claim | Evidence |
|---|---|
| The camera sees the bin | 612×512 frame with the bin and all five
parts in view — red `(212,47,47)`, green `(61,193,71)`, blue
`(54,85,218)`, yellow `(215,196,58)`, orange `(209,119,55)` |
| An agent can act on what it sees | Over MCP, `vision_get_frame`
returns a 612×512 PNG that decodes from base64 to 1,254,051 bytes, the
descriptor beside the detections says 612×512, and all five
`BoundingBox2D` centres land **inside** the frame on the pixel colour
their own detection claims |
| The geometry is right | A detection composed `camera_eih → world`
lands on the authored position, residual **0.0000 m** — on both the
on-server and off-server paths |
| The detector tracks the world | Placing a part drops the next scan
from 5 detections to 4, with that part absent |
| The robot obeys the agent | Scripted run took command authority and
completed a pick and a place, both `Succeeded` |
| Tool catalogues are honest | Counted from a running server: vision 26,
robotics 40, `vision,robotics` 62, full 136, **zero duplicates** |
| Every node is browsable by NodeId | Eight representative NodeIds —
both folders, a pipeline, a frame, the sensor, its Calibrations folder,
the HandEye calibration, the Media folder — all `Good` |

That tool-count check matters because the profile tests collapse names
into a `HashSet` and *cannot see* a duplicate registration — so the new
tests count registrations, not names.

## Things that were wrong, and are not now

Writing the tests found three defects of one kind — code that answered
instead of refusing. A zero-norm quaternion was silently rewritten to
identity, so a caller with an all-zero orientation got a confident wrong
grasp pose. `SubmitCorrection` rewrote a null `ResultId` to empty and
called the sink anyway. A bad `StageIdentifier` **killed the host
process** inside native `UsdStage.Open`, via an exception .NET cannot
catch. All three now refuse loudly and are pinned by tests.

**Nodes that existed but could not be reached.** The node manager
indexes the Vision root before configurators run, so everything the
fluent builder grafted on afterwards — both folders, the pipelines with
their Results and Feedback, the frames, the sensors with their optics,
calibrations and media endpoints — was never added to the index.
Browsing *forward from a parent* worked, because that walks
`NodeState.Children` in memory; browsing any of those nodes *by its own
NodeId* returned `BadNodeIdUnknown`, which is how an ordinary client and
the MCP discovery tools navigate. Registration is now deferred and
flushed after each configurator. The first fix covered only the DI path
and left the documented non-DI fallback broken in exactly the same way,
so `ConfigureVisionAsync` now exists and registers what it builds.

That defect survived a green suite because every test browsed children.
The new tests assert by NodeId, and were checked against the broken code
— with the flush removed, they fail.

**Every Method was uncallable.** The Server passed 426 unit tests while
not one of its Methods could be invoked over a real session —
`RunInference` returned `Bad_TooManyArguments`, and so did every other
Method that takes arguments, which is all of them but `StartContinuous`
and `Stop`. Three independent faults, each sufficient on its own: the
Method nodes were never created (they are Optional children, and the
dispatcher guards every attachment with a null check, so it silently
attached nothing); nothing declared the arguments, so the stack
concluded none were expected; and `MethodDeclarationId` pointed at a
synthesised NodeId rather than the NodeSet declaration a client calls
with, so the lookup missed the instance Method entirely. The builder now
creates the Methods, the `Results` folder and the `Feedback` object when
a provider or sink is configured, declares every signature, and names
the right declaration.

Unit tests could not have caught this: they invoke the handler delegates
directly and never go through `MethodState.Call`. It took an end-to-end
test over a real session. Relatedly, children created by the generated
`CreateOrReplace` helpers carry no `ReferenceTypeId`, so nothing could
reach them — fixed once in the build context rather than at the several
dozen call sites.
**And one where I was wrong.** Earlier in this branch I reversed my own
agents' decision and made `SubmitDetections` accept an empty detection
set, reasoning that "I looked and the bin is empty" is a correct
observation and refusing it forces a correct agent to invent a
detection. The reasoning is sound; it is also an argument *against* the
specification rather than an implementation of it. §9.5 is normative and
explicit — its StatusCode table lists `Bad_InvalidArgument` for
"`Detections` empty; or `SubmitCorrection` supplies both or neither
corrected array".

Worse, **none of §9.5's argument rules were enforced anywhere** — the
dispatcher forwarded every submission straight to the feedback sink, so
conformance depended on whichever sink a host installed. They are Server
obligations, so they now live in the dispatcher, ahead of the sink,
proven by strict mocks that would throw if the sink were consulted. The
usability problem is real and does not go away by conforming, so it is
raised where it can be fixed:
[opcua-drafts#70](https://github.com/marcschier/opcua-drafts/issues/70).

## Tracking the updated drafts

The Vision, Robot Intent and AI Model Management NodeSets on
`opcua-drafts` `main` have moved, partly because of feedback this branch
raised. All three are re-vendored byte-identically — verified by
comparing git blob hashes against the upstream files rather than by eye
— and the implementations follow.

**Two statements that were previously inexpressible now have a wire
representation.** `SubmitDetections` takes `SceneIsEmpty` and
`SubmitCorrection` takes `RetractAll`, so an agent can report "I
examined this frame and there is nothing in it" — the terminating
condition of the bin-picking task — and can retract a false positive by
correcting a result down to nothing. Both are checked in both
directions, because the flag is exactly what separates a deliberate
empty observation from a lost payload: an empty array without the flag
is refused, and the flag with an array attached is refused as two
contradictory claims about one frame. Implemented in the dispatcher, the
client, the MCP tools the agent drives, and the sample cell.

Also absorbed: `LampType` and `LightingMode` became enums (§66),
`ProfileName` became `DefaultProfileName` on the endpoint (distinct from
the `ProfileName` a caller passes to `GetStreamEndpoint`, which keeps
its name), AI `Invoke`/`InvokeAsync` gained `PayloadUri` under the same
exactly-one rule, and AI `ListModels` gained a `ContinuationPoint` —
because `MaxResults` alone puts everything past the bound permanently
out of reach.

**OpenUSD is on `0.9.0-alpha`**, verified on the running cell rather
than by restore alone: D3D12 backend, 612×512 frame, the bin and all
five parts in view and detected — the same result `0.8.0-alpha`
produced.

The one local workaround that survives is `VisionMethodArguments`, and
its reason has changed rather than gone away: the builder materialises
these Methods as Optional children through `CreateOrReplace`, which
constructs the state object directly and never runs the generated
factory that now carries the signatures. Checked rather than assumed —
removing the declarations fails five of the eight
`VisionMethodSurfaceTests`.

## Review feedback

Three threads, all addressed in `0fe2803a3`:

- **The AI Model Management work is now a library family, not a
sample.** `src/Opc.Ua.AI` (model), `.Inference` (`IInferenceBackend` and
backends), `.Server` (node manager) and `.Client` (discovery, reads,
calls, artefact transfer), in the same shape as the Robotics and Vision
families; the samples become `samples/AI/ModelManagementServer` and
`ModelManagementClient`. The client library needed real work rather than
relocation: its browsing surface was `private` inside the sample's
scenario runner, so moving the file alone would have produced a library
nobody could call.
- **No cloud-vendor SDK is referenced anywhere.** Inference goes through
`Microsoft.Extensions.AI` — an `IChatClient` is implemented by hosted
services and on-device runtimes alike, which is exactly the property
clause 8.1 asserts. `Azure.Identity` is gone: workload identity is not
an Azure feature, every platform projects a token into a file and each
SDK reads that file behind its own API, so the resolver reads it
directly. The comment claiming `Microsoft.Extensions.AI` would force a
`System.Text.Json` bump was stale — it pins 10.0.10, which this
repository already centralises on.
- **`BinPickingCell` and `BinPickingClient` moved into
`samples/Robotics/`**, which is where they belonged: the cell was
already linking the arm, its kinematics and both USD assets out of
`IntentEnabledRobot`.

## Upstream

Work that belonged elsewhere went elsewhere rather than being worked
around locally:

- **`openusd-dotnet`
[#13](https://github.com/marcschier/openusd-dotnet/pull/13)** — merged
and shipped in `0.8.0-alpha`. `SilkFrameCapture.Capture` rendered only
the first capture of a session and silently returned a blank frame for
every one after it. Also filed
[#14](https://github.com/marcschier/openusd-dotnet/issues/14) (no
camera-by-prim API) and
[#15](https://github.com/marcschier/openusd-dotnet/issues/15) (skipped
tests reported as passed — which fooled me for several runs). Both are
fixed; this branch takes `0.8.0-alpha` and deletes two workarounds,
including 143 lines of hand-rolled projection maths.
- **`opcua-drafts`
[#66](https://github.com/marcschier/opcua-drafts/issues/66)–[#69](https://github.com/marcschier/opcua-drafts/issues/69)**
— a close read of the spec produced 22 candidate ambiguities; 12 were
discarded as misreadings with clause citations and the remaining 10
filed. One is concrete: five members exist in the NodeId CSV that no
clause documents.
- **`opcua-drafts`
[#70](https://github.com/marcschier/opcua-drafts/issues/70)** — §9.5
could not express an empty observation or a false-positive retraction.
**Adopted**, with the explicit-flag resolution argued for:
`SubmitDetections` gained `SceneIsEmpty`, `SubmitCorrection` gained
`RetractAll`, and the corrected-array rule relaxed from *exactly one* to
*at most one*.
- **`opcua-drafts`
[#71](https://github.com/marcschier/opcua-drafts/issues/71)** — the
Vision NodeSet browse-named all 13 `InputArguments` / `OutputArguments`
Properties in the Vision namespace rather than the base namespace, so a
stack could not find them and every Method in the specification was
uncallable. **Fixed**; this branch now tracks the corrected artefact.

## The defect underneath it all

The end-to-end suite was removed earlier in this branch because nine of
its
fourteen tests failed on one symptom: a client could not open a
pipeline's
`Feedback` object or enumerate its `Results`, even though browsing the
same
parent listed both. Restoring it meant explaining that, and the
explanation
was not in Vision.

`RelativePathElement` initialised **`IsInverse` to `true`**. A caller
that
sets a `ReferenceTypeId` and a `TargetName` — which reads as *"the child
reached by this Reference"* — was therefore asking the Server for the
**inverse** Reference, and got `Bad_NoMatch` with nothing in the request
to
suggest why.

`ObjectTypeClient.ResolveChildNodeIdAsync` is such a caller, and it is
what
**every source-generated Optional-child accessor in the stack** is built
on
— the accessor whose own documentation cites
`AlarmConditionTypeClient.GetShelvingStateAsync`
as an example. Vision is merely where it surfaced, because Vision puts
two
Optional children on the path an off-Server agent must take. The sibling
helper in `StateMachineTypeClientExtensions` already set `IsInverse =
false`
by hand, which is the shape of a trap rather than a default.

The default is now forward, `ResolveChildNodeIdAsync` says so
explicitly,
and the existing test that had recorded `true` as *expected* now pins
`false` with the reasoning. Of the forty `RelativePathElement`
construction
sites in the tree, that accessor was **the only one relying on the
default at
all** — every deliberate caller already set it.

Two further defects were found underneath it, both real and both fixed:

- The generated `CreateOrReplace` helpers construct a child state object
directly and leave **`TypeDefinitionId`** unset as well as
`ReferenceTypeId`.
A child referenced by nothing cannot be browsed; one with no type
definition
is a malformed Object that a client filtering by type silently skips —
which
  is exactly what `EnumerateResultsAsync` does. Normalisation moved to
`VisionNodeManager`, so it also covers the case the builder cannot see:
a
result published **at runtime** by an inference provider, long after the
address space was built. That path produced results a client could list
but
  not read.
- `Opc.Ua.AI` shipped without an `AssemblyInfo`, so the solution built
with
  six `CA1014` warnings.

I had initially "fixed" this in the Vision client with Browse-based
fallbacks,
on the strength of a probe that appeared to show
`TranslateBrowsePathsToNodeIds`
failing even for `Server → ServerStatus`. That probe was wrong: it used
an
unqualified `ReferenceTypeIds`, which inside a `Opc.Ua.Vision.*`
namespace
binds to *Vision's* `ReferenceTypeIds` and yields a nonsense NodeId.
Chasing
that to the end is what turned up the real cause. **The fallbacks are
gone** —
they would have hidden a stack-wide bug behind a Vision-shaped
workaround, and
one of them matched on browse name while ignoring the namespace index.

`tests/Opc.Ua.Vision.Intent.Tests` is restored and back in `UA.slnx`,
passing
**14/14** on its own merit rather than through a client-side workaround.
A
registration test now pins the pipeline's `Feedback` and `Results`
children,
which nothing covered before.

## Running it, and what that found

The demo's premise is that a language model **looks at the bin and
reasons
about what it sees**. Running it end to end showed it could not, for
reasons
no test covered, because every one of them lived between components.

**The sample did not compile.** Two `CS8604` nullable errors with
`TreatWarningsAsErrors`, so neither the cell server nor the demo could
be
started at all. Worth recording that my first explanation was wrong: CI
*does*
build this project - the Linux leg's `net10.0` pass compiles it,
log-confirmed -
so this is not a coverage gap in the workflow, and no workflow change
was made.

**`Pick` and `Place` never moved the arm.** They were a delay plus a
gripper
action, so the operations reported `Succeeded` while nothing travelled.
They now
solve IK once and interpolate in joint space. **And the parts never
moved**: the
arm swung but the bin stayed full, because nothing tied the held object
to the
world state. The connector now creates 11 monitored items where it
created 6,
and a scripted run delivers `SeqNo=151` across 10 messages where it
delivered
`SeqNo=3` across 1.

**The frame was smuggled through a string field.** The media provider
put a
base64 *data URI* of the PNG into `VisionImageReferenceDataType.Uri` - a
field
meant to be a *reference*, while the bytes were already returned in the
inline
`ByteString`. Every response therefore shipped the image twice, and a
1,311,400-byte PNG became a 1,748,536-character string against a
`MaxStringLength` of 65,535: **26.7x over**. That is why raising
`MaxByteStringLength`, `MaxArrayLength` and `MaxMessageSize` never
helped - none
of them govern a `String`. Separately the MCP tool assigned raw bytes
where
`ImageContentBlock` requires base64, so the wire carried
`"data":"�PNG..."` -
every non-UTF-8 byte replaced by U+FFFD, destroying the image and
inflating the
response to 6.8 MB.

**The camera was aimed at nothing.** The arm's home pose, the flange
scan pose
the Vision model declared and the joint angles in the USD stage were
three
independent claims about where the camera was, and they disagreed - the
declared
flange orientation pointed the view 86 degrees away from the projection
camera.
Solving them as one thing exposed two further constraints that are easy
to miss:
the camera has to sit off the tool axis or it photographs its own
gripper, and
the IK branch has to be elbow-back or a link parks under the camera and
fills the
frame with the arm's own upper arm. A third was a regression this branch
introduced and `Opc.Ua.Robotics.Tests` caught - aiming a straight-down
camera
from a point on the base's own X-Z plane puts the wrist on the J4/J6
singularity, so every motion away from home fails to solve. A 15-degree
camera
roll, free because the camera still looks straight down, gets 25 degrees
clear,
which is the margin the poses before this branch had.

**The frame and the detections were different images.** The sensor
declared
2448x2048, the clip endpoint 1280x1024, and the renderer produced
640x512 - not
even the same aspect ratio. The ground-truth detector projects through
the
declared intrinsics, so its boxes lived in 2448x2048 space while an
agent was
handed a 640x512 picture: *"pick the red cube you can see"* arrived with
coordinates that pointed off the image. Everything now agrees at
612x512, an
exact 4x4 bin of the native sensor with the intrinsics scaled to match;
the
native size stays in the model and serial number, where it describes the
hardware rather than the image.

**`LatestClip` was created and never written**, so it reported
`Bad_NoDataAvailable` for the life of the Server and a consumer
following the
model - read the published frame, call the method only if there is none
- never
got a frame. The dispatcher now publishes a clip it has just encoded,
for every
Vision server rather than this sample alone.

One genuine API gap turned up on the way: `OpcUaServerOptions` exposes
`MaxByteStringLength`, `MaxArrayLength` and `MaxMessageSize` and **no
`MaxStringLength`**, so a Server that legitimately needs a long string
could not
raise the limit through the hosting API at all. Added, with tests. It is
not the
fix for anything above - that was a design bug - but the missing knob
was real.

## Not finished

- **Two projects sit below the repository's 80% line coverage.**
`Opc.Ua.Vision.OpenUsd` is at 71.1% — what is left only executes with a
real OpenUSD stage and plugin tree, which is not on every build agent.
`Opc.Ua.AI.Inference` is now at **86.7%**, up from 12.9%: the code this
branch *wrote* is covered by 25 tests, and `RestChatCompletionsBackend`
— previously the whole of the shortfall — is covered by 18 more against
a stubbed `HttpMessageHandler`, exercising success, refusal, throttling,
retry-after, timeout and cancellation without a network. Everything else
clears the bar — `Opc.Ua.Vision.Server` 92.1%, `Opc.Ua.AI` 91.4%,
`.Vision.Client` 88.1%, `Opc.Ua.Vision` 85.7%, `Opc.Ua.AI.Server` 80.1%,
all measured with coverlet. The CI coverage gate reports itself as
advisory and non-blocking.
- **`SamplesCollected` is not counted here, and `docs/Vision.md` now
says so.** Section 9.4 requires a Server to count a negative example
(`SceneIsEmpty` / `RetractAll` carrying a `GroundTruthLabel`) exactly as
it counts one carrying geometry. `VisionNodeManager` does not, and
structurally cannot: `SamplesCollected` is a property of
`LearningJobType`, which the *AI Model Management* companion defines,
and Vision reaches the job through a `NodeId` value rather than a
Reference **precisely so this model takes no dependency on the model
that defines it**. What the Server does guarantee is that the negative
example survives the hop intact — both flags are carried verbatim to
`IVisionFeedbackSink` — so a host that binds a learning job has
everything it needs to satisfy the clause on the counter it owns. Stated
in the limitations rather than left implied.

## Related Issues

Was stacked on #4195, now merged. No tracking issue yet for the Vision
implementation itself — happy to open one if you would like the design
recorded as an ADR before this goes further.

## 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. — *Types 8562, Server 4072,
Client 2123, InformationModel 1063, Robotics 540, Tools 466, Vision 442,
AI 74 and the restored Vision+Intent end-to-end suite 14/14, all green
on net10.0. Only `.OpenUsd` (71.1%) is below the 80% bar — see Not
finished.*
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings. — *`dotnet build UA.slnx -c Release`: 0 errors, 0
warnings.*
- [x] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed. — *net48:
Types 8555, Client 2126, Vision 385 green. Two net48 Server tests fail
(`CreateUserManagementSeamBindsTheModelToTheServerAsync`, and
`DurableDataValueQueueVerifyReferenceBatchingAsync` only under parallel
load); both were confirmed **pre-existing** by re-running them with the
`IsInverse` change reverted, which fails identically.*
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings. — *The net48 build legs failed because the
restored end-to-end project used `ValueTask.FromResult` /
`string.Create`, which do not exist on .NET Framework; fixed in
`fb57522da` and verified building on every TFM.
`DisposeDrainsHeldConnectionCallbackBeforeListenerDisposal` failed once
on the Ubuntu Client leg — a 13 ms timing-sensitive reverse-connect
disposal test that passes locally 2123/2123 and touches no browse
paths.*
- [ ] I have addressed **all** PR feedback received.
## Typed Vision-guided Robotics MCP workflows

The branch now also makes the demo workflow first-class in the Full MCP
profile:

- replaces stringified Robotics intent and mission inputs with typed
request schemas and exact name-or-NodeId selectors;
- adds bounded operation/mission paging, stable step-to-operation
identity, retained mission discovery, and `robotics_wait_mission`;
- makes `vision_run_inference` return bounded typed detection,
inspection, or segmentation summaries in one call;
- adds same-session `robotics_vision_pick` to select a detection and
submit Pick or Pick/Place work without implicitly taking authority,
retrying, cancelling, or waiting; and
- starts Publish workers for classic subscriptions so an independently
launched OpenUSD viewer receives live robot and part updates.

The migration guide documents the intentionally breaking MCP
request-schema changes.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 1dab1302-19c5-4a9b-a50c-d97d389713aa
Copilot-Session: a248a589-9a20-4372-868e-5d347e57001b
Copilot-Session: 99d1ab42-f83a-41ab-bf3e-85bf81fadace
Copilot-Session: bcbc8ac9-5abd-42a8-8bac-e10533790e2e
2026-08-29 19:34:15 +02:00
e61ad4b306 Fully support sub-state machines in the fluent state-machine builder (#4322)
# Description

Part 16 §B.3 places `HasSubStateMachine` on the parent **state** node,
but the fluent builder attached it to the state-machine **root** because
`FluentFiniteStateMachineState` never materialized state nodes at all.
Investigating #3821 showed the gap was wider than the reference
placement:

1. **No state nodes existed.** The NodeId written into `CurrentState/Id`
— `new NodeId(stateId, ElementNamespaceIndex)` — was **dangling**: no
node with that id was in the address space.
2. **`AvailableStates` was never populated**, so
`GetAvailableStatesAsync` returned empty against a fluent-built server.
3. **The whole client discovery chain was therefore dead.**
`ObserveEffectiveStateAsync` enumerates `AvailableStates` and browses
`HasSubStateMachine` from each state node — it found nothing. The client
side was already spec-correct; only the server deviated.
4. **`HasSubStateMachine` is non-hierarchical** (a subtype of
`NonHierarchicalReferences`, `i=32`). Using it as the sub-SM's
`BaseInstanceState.ReferenceTypeId` left the sub-SM unreachable from a
hierarchical browse of the machine.

## What changed

**Element nodes are materialized.** Definition-mode machines now create
one `StateType` node per declared state and one `TransitionType` node
per declared transition — each a `HasComponent` child carrying
`StateNumber` / `TransitionNumber`, with the §B.4 `FromState` /
`ToState` / `HasEffect` references and `HasCause` added by `WithCause`.
`AvailableStates`, `AvailableTransitions` and `LastTransition` are
populated, so `CurrentState/Id` and `LastTransition/Id` resolve to real,
browsable nodes. NodeIds are per-instance, so several machines built
from one definition coexist.

**`HasSubStateMachine` moved to the state node**, with the inverse
`SubStateMachineOf`, and the sub-SM is attached as a `HasComponent`
child (fixing 4).

**Core gains element-id mapping hooks.** `GetCurrentStateId` /
`UpdateStateVariable` / `UpdateTransitionVariable` hard-coded the
numeric form and were non-virtual, so a subclass could not redirect
them. They now route through `public virtual` `GetStateNodeId` /
`GetStateId` / `GetTransitionNodeId` / `GetTransitionId`, whose defaults
reproduce the previous `(elementId, ElementNamespaceIndex)` convention
**exactly** — every stack-shipped and generator-emitted machine is
unaffected, and there is a regression test asserting that.

**Generated machines report their model namespace.** The generator now
emits an `ElementNamespaceUri` override on `FiniteStateMachineType`
subtypes, taken from the nearest type that actually *declares* state
children — a subtype that only adds behaviour inherits its elements, and
their namespace, from its base.

**Ordering and validation fixes.** `WithSubStateMachine` and
`WithInitialState` are now order-independent (previously, attaching a
sub-SM before setting the initial state left the child suspended until
the parent left and re-entered the state — silently).
`WithSubStateMachine` validates `parentStateId`, and the builder rejects
duplicate element browse names, since element NodeIds are now derived
from them.

## A defect this surfaced

Code that assembles nodes with the generated `CreateInstanceOf<Type>`
factories never calls `NodeState.CreateAsPredefinedNode`, so
`OnBeforeCreate` / `OnAfterCreate` are skipped for the entire subtree —
and `OnAfterCreate` is the only place a state machine resolves its
element namespace. It is also where `ConditionState` binds its `Enable`
/ `Disable` / `AddComment` handlers and `AlarmConditionState` binds the
shelving methods, so the impact is broader than state machines.

This PR fixes only the two call sites it depends on — DI's
`SoftwareUpdateFacetWiring` and Robotics' `RoboticsOperationBuilder`.
**The repository-wide audit is deliberately left out of scope and
tracked in #4320** (24 files call these factories; none completed the
lifecycle).

The Robotics regression had no test coverage at all, so an assertion on
`CurrentState/Id` was added and verified to fail without the fix.

## Breaking changes

- Sub-state machines are **no longer browsable from the state-machine
root**. Callers passing a machine's `ObjectId` to
`GetSubStateMachineAsync` must pass a state NodeId instead — from
`GetAvailableStatesAsync` or a snapshot's `CurrentStateId`.
- `CurrentState/Id` for fluent machines changes from the numeric form to
the materialized node's id. Code reading a numeric id out of it should
call `FiniteStateMachineState.GetStateId` rather than parsing the
identifier.
- Generated machines qualify `CurrentState/Id` / `LastTransition/Id`
with their companion-spec namespace instead of the OPC UA one.

Documented in `docs/WhatsNewIn2.0.md` and `docs/StateMachines.md`.

## Notes for reviewers

- Adding `virtual` to the `FiniteStateMachineState` members is a binary
(not source) breaking change — assumed acceptable on the 2.0 line, but
worth confirming against the compatibility policy.
- Address-space cost is one node plus one property per declared state
and transition, per machine instance; called out in the docs for servers
instantiating many machines.
- `AvailableTransitions` is modelled as a `HasComponent`
`BaseDataVariable` (matching the standard NodeSet and what the client's
browse path expects), not a Property.

## Related Issues

- Fixes #3821
- Surfaced #4320 (node create lifecycle audit — not addressed here)

## 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 (net10.0)

| Suite | Result |
|---|---|
| `Opc.Ua.Server.Tests` (full) | 4734 passed, 5 skipped |
| `Opc.Ua.SourceGeneration.Core.Tests` | 3780 passed |
| `Opc.Ua.SourceGeneration.Tests` | 132 passed |
| `Opc.Ua.SourceGeneration.Stack.Tests` | 94 passed |
| `Opc.Ua.Types.Tests` | 8763 passed |
| `Opc.Ua.Robotics.Tests` | 540 passed |
| `Opc.Ua.Robotics.Intent.Tests` | 22 passed |
| `Opc.Ua.Di.Tests` | 424 passed |
| `Opc.Ua.ISA95.Tests` | 136 passed |
| `Opc.Ua.Aas.Tests` | 670 passed |
| `Opc.Ua.Positioning.Tests` | 69 passed |
| `Opc.Ua.Client.Tests` (StateMachines) | 36 passed |

Only net10.0 was run locally; the .NET Framework leg is left to CI,
hence the unchecked box above.

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: marcschier <11168470+marcschier@users.noreply.github.com>
2026-08-29 13:33:16 +00:00
Marc Schier 06ae192084 Fix CI failures tracked by #4299 (#4308)
## Summary
- stabilize the History, authentication lockout, Robotics, redundancy,
and DI tests reported in #4301-#4305
- fix the closed-transport buffered-write completion deadlock that hung
`ConnectMultipleSessionsAsync`
- add macOS crash diagnostics for #4306 and retain evidence for
root-cause analysis
- run macOS tests and NativeAOT in GitHub Actions pull requests, using
supported Intel and ARM64 runners, while keeping every Azure macOS
definition disabled by default
- move all remaining source-level `InternalsVisibleTo` declarations into
project files so signed OpenUSD builds receive the repository public key

## Local validation
- MCP PubSub: 29 passed
- History focused tests: 3 passed
- Sessions lockout: 3 passed
- Sessions multiple-session regression: 3 passed
- deterministic binary client channel tests: 22 passed
- Robotics runtime: 34 passed
- Redundancy focused tests: 4 passed
- OpenUSD net10.0: 914 passed
- affected OpenUSD projects build on net10.0 and net48

Refs #4299, #4300, #4306

Fixes #4301
Fixes #4302
Fixes #4303
Fixes #4304
Fixes #4305

---------

Copilot-Session: 7cb486de-8b4c-43c5-a900-e7d2e0ad04a8
2026-08-22 19:30:19 +00:00
de3476d332 Remove HTTPS binding dependency from server packages (#4297)
# Description

`Opc.Ua.Server` and `Opc.Ua.Gds.Server.Common` depended directly on
`Opc.Ua.Bindings.Https`, which pulled ASP.NET Core into server
applications
even when optional HTTPS-based transports were not used.

- Remove the HTTPS binding project references from Server and GDS
entirely.
- Add a Core-owned `IOpcUaTransportBuilder` contract for builders that
support
  transport registration.
- Move the type-preserving HTTPS, WSS, Kestrel OPC TCP, and Web API
fluent
  extensions into `Opc.Ua.Bindings.Https`.
- Remove the repository-wide `NoHttps` / `NOHTTPS` build switch.
- Keep ConsoleReferenceServer HTTPS/WSS support through an explicit
binding
  reference and the ASP.NET Core container runtime.
- Document that applications must reference the optional binding package
  directly.

## Validation

- Built `Opc.Ua.Bindings.Https` in Release for all target frameworks.
- Built Server and GDS for .NET 10 and .NET Framework 4.8.
- Built ConsoleReferenceServer and PumpDeviceIntegrationServer for .NET
10.
- Passed 65 HTTPS binding dependency-injection tests.
- Passed focused Server and GDS transport-builder tests.
- Verified refreshed Server/GDS restore assets and output manifests
contain no
  `Opc.Ua.Bindings.Https` dependency.

## Related Issues

Fixes #4296

## 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.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce build or analyzer
warnings.
- [ ] I ran all tests locally using the `UA.slnx` solution against .NET
Framework and .NET 10.
- [ ] I fixed all failing and flaky tests in the CI pipelines and all
CodeQL warnings.
- [x] I have addressed all PR feedback received.

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: marcschier <11168470+marcschier@users.noreply.github.com>
Co-authored-by: Marc Schier <mschier@microsoft.com>
Co-authored-by: romanett <7413710+romanett@users.noreply.github.com>
Copilot-Session: 41b98d43-8bb8-4587-8f3b-9532544dd582
2026-08-21 07:29:18 -07:00
d525bc3f28 Bound reconnect cleanup and organize samples by domain (#4276)
# Description

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

## Reconnect cleanup

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

## Sample organization

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

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

## Validation

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

## Related Issues

- Fixes #4273

## Checklist

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

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: marcschier <11168470+marcschier@users.noreply.github.com>
Co-authored-by: Marc Schier <mschier@microsoft.com>
Co-authored-by: Marc Schier <marcschier@users.noreply.github.com>
Copilot-Session: a2c2838f-74ae-4997-a1d4-50574d9e0636
2026-08-21 04:35:47 +00:00
Marc SchierandCopilot 397db603db Add OPC UA for Asset Administration Shell: the published OPC 30270 and v3 draft (#4244)
# Description

Implements the **Asset Administration Shell** companion specifications
on top of `marcschier/wot-type-binding`, in two halves that a Server
chooses between:

* **AAS V3** — the
[draft](https://github.com/marcschier/opcua-drafts/tree/main/companion-specs/AAS)
(`http://opcfoundation.org/UA/I4AAS/v3/`), all sixteen conformance
units: the metamodel, the registry built on the abstract xRegistry base,
generational materialization, federation, packages with digest-bound
integrity, the Digital Product Passport vocabulary, and the Annex F
bridge to WoT Thing Descriptions.
* **AAS V2** — the published [OPC
30270](https://reference.opcfoundation.org/specs/OPC-30270/full)
(`http://opcfoundation.org/UA/I4AAS/`), which maps the AAS V2.0.1
metamodel: object model, ingestion of XML, JSON and AASX,
materialization, server and client.

The two are different metamodel generations rather than two revisions of
one model — V2 keeps `Asset` as a first-class Identifiable,
`identification.idType`, Views and ordered collections, none of which
survive into V3 — so they are **alternatives**. A Server hosts one or
the other; this is documented rather than enforced at startup. Each is
named for the generation it maps (`Opc.Ua.Aas.V2`, `Opc.Ua.Aas.V3`,
`AddAasV2Server`, `AddAasV3Server`), and what genuinely serves both
carries no marker and sits at the root of `Opc.Ua.Aas`: the
deterministic NodeId encoding and idShortPath conventions,
`AasOptional<T>`, the digest rule, the materialization diagnostics, the
AASX container walk, and the value and operation providers, which are
keyed on `NodeId` and `Variant` and so carry no version at all.

## What is in here

**New libraries**: `Opc.Ua.Aas`, `Opc.Ua.Aas.Server`,
`Opc.Ua.Aas.Client`, `Opc.Ua.Aas.WoT`, plus `samples/Aas` and
`docs/Aas.md`.

**Enabling changes to existing code**, each needed by the above:

* The OPC UA `Decimal` DataType added to `Opc.Ua.Types`, with its Part 6
§5.1.10 wire encoding. `BinaryDecoder` gained one internal member,
`TryReadRemainingBodyBytes`, because a trailing field with no
self-describing length cannot otherwise be read; `Decimal.Decode` is its
only caller. Part 6 Table 3 types the unscaled `Value` as an
**OctetString whose byte count is `Length` − 2**, not a length-prefixed
`ByteString`, so it carries no length of its own —
`DecimalEncodingTests` pins the body byte-for-byte against that mistake,
and against the `Length ≤ 2` values the same table calls invalid.
* The xRegistry projection engine extracted into
`Opc.Ua.XRegistry.Server` and `Opc.Ua.WotCon.Server` migrated onto it
(−848/+387 lines), with the WoT Connectivity tests passing **unedited**.
* Two source-generator fixes, both of which made a model impossible to
build (see below).

## Defects found and fixed along the way

Running the stack end to end, rather than trusting per-area test suites,
surfaced defects that no unit test caught. The ones worth a maintainer's
attention:

* **The generator emitted non-terminating constructors.** A structure
field with no declared default was initialized with `new T()`, so a
self-referential DataType (`AASReferenceDataType.referredSemanticId`)
recursed until the stack overflowed and `AddOpcUaAas` could not load the
model at all. The test host *died* rather than failing. Only the field
that closes a cycle is now left null.
* **The generator omitted `new` on a redeclared placeholder.**
`AASOrderedSubmodelElementCollectionType` redeclares the
`SubmodelElement` slot of its base type, and the generated `Add` method
hid the base one without saying so, so the V2 model would not compile.
No existing model could have hit either defect — both are build
failures, so anything that builds today is unaffected.
* **The metamodel half had never worked outside its unit tests**: the
emitted NodeSet declared no reference-type aliases and was rejected by
the loader; the Mandatory `Invoke` Method was never emitted, because a
NodeSet is imported as written rather than instantiated from its type;
the runtime bound at the authored namespace index instead of the one the
Server assigns; and `MethodDeclarationId` was addressed in the wrong
namespace. Every materializer test inspected the in-memory object graph,
which cannot see whether the graph is loadable — two tests now import it
exactly as `RuntimeNodeSetNodeManager` does.
* **The client could not see any Property member.** It browsed
`HasComponent` with subtypes, but `HasProperty` is a sibling under
`Aggregates`, so reading a value failed and invoking failed argument
validation.
* **Every repeated registry write forked a duplicate group and
resource** instead of adding a version, because the identifier was
re-derived against a sibling set that already contained the entity
itself. This also made the persistence bounds unreachable.
* `.gitignore`'s `**/packages/*` silently swallowed the whole
package-integrity implementation and its tests, which would have
vanished on a fresh clone.

## Specification findings

Nine findings against the V3 draft are fixed in
[marcschier/opcua-drafts#75](https://github.com/marcschier/opcua-drafts/pull/75).
The substantive one: clause 6.1.5's absent-versus-empty rule was
**unsatisfiable** for five container fields that materialize as parent
components with no node of their own, which made `AAS-LosslessRoundTrip`
unachievable.

OPC 30270 contradicts itself twice. Both are recorded in
`AasV2ConformanceUnits.cs` and the documentation rather than smoothed
over: Table 83 spells the unit `I4AAS MultiLangaugeProperty` where Table
85 spells it correctly, and Table 85 lists an `I4AAS Security` unit that
Table 83 never defines. Table 84, which would assign profile URIs, is
empty, so `ServerProfileArray` gains no I4AAS entry.

## Known limitation

Calling an `Operation` **with arguments** answers `BadTooManyArguments`.
Method resolution works from both the instance NodeId and the
`MethodDeclarationId`, and the argument definitions are published, but
`NodeState.AddChild` does not route through `MethodState.FindChild`, so
a Method imported from a NodeSet leaves its typed `InputArguments` null.
Closing this means changing how the shared NodeSet import claims typed
children, which affects every consumer of runtime NodeSets and is out of
scope here. It is documented in `docs/Aas.md` §11, the conformance
matrix marks `AAS-OperationInvoke` partial rather than claiming it, and
`samples/Aas` exercises the path and reports the status rather than
working around it. V2 is unaffected — its `Operation` is an
OptionalPlaceholder with no declared arguments.

## Related Issues

- No tracking issue yet. Opening as a **draft** for design discussion
first, per the ADR guidance below; happy to open one and link it once
the shape is agreed.

## Checklist

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

### Verification

| Check | Result |
|---|---|
| AAS tests | **670 passed, 0 failed** on net472, net48, net8.0, net9.0,
net10.0 |
| Coverage | Client 80.8 %, Server 81.2 %, `Opc.Ua.Aas` 82.0 %, WoT 82.4
% — all above the 80 % gate |
| Libraries | `Opc.Ua.Aas`, `.Server`, `.Client`, `.WoT` build clean on
every target framework, zero warnings |
| Regression | `Opc.Ua.Types` 8677, `Opc.Ua.WotCon` 1094,
`Opc.Ua.XRegistry` 198, `Opc.Ua.Server` 4050 — all green |
| Sample | `samples/Aas` builds warning-free and runs end to end |
| Merge validation | Solution builds clean on net10.0 and net48; WoT
Types 504, WotCon 1111, AAS 670, XRegistry 198 tests passed |
| CI | All 99 checks green on `ff9298e44`; only the CLA signature status
is outstanding |

### Review pass

A full review against both specifications, and for API consistency and
correctness, produced twelve
fixes. Each one has a test that fails without it.

| Defect | Where | Why it mattered |
|---|---|---|
| V2 projection aborted on **every** `File` read from a document |
`AasV2EnvironmentRuntime` | The runtime bound `File/Value`
unconditionally, the materializer emitted it only with content, and the
builder throws `BadNotFound` for an unknown NodeId — aborting the whole
registration. No reader ever populates `AasFile.File`, so no AAS V2
document could be hosted at all. |
| `aas-suppl` anchored on the wrong part | `AasxPackageReaderCore`,
`AasxPackageWriter` | IDTA and the Package Explorer anchor it on the
environment part; we used the origin part. Every real `.aasx` returned
zero supplementary files, silently. Affects both halves. |
| Federation failed closed on pooled connections | `AasFederation` |
`ConnectCallback` fires only for new connections, so the second fetch to
an origin — and all of net472/net48/netstandard2.1 — failed with a
security-flavoured error. The peer is now validated *inside* the
callback, which makes reuse safe by construction. |
| Malformed `Decimal` escaped as `ArgumentOutOfRangeException` |
`BinaryDecoder` | A declared body shorter than `Scale` produced a
negative read length. Two of the three test cases had been passing for
the wrong reason. |
| V2 and V3 cross-wired their value providers |
`OpcUaAasServerBuilderExtensions` | Both registered `IAasValueProvider`;
whichever was added first served both AddressSpaces. V2 now has its own
contract, so co-hosting is harmless rather than silently wrong.
`EnvironmentFolder` was also bound and ignored on the V2 path. |
| Export filter skipped three nesting kinds | `AasEnvironmentExporter` |
Content under `Entity`, `AnnotatedRelationshipElement` and `Operation`
was exported unevaluated *and* stamped with a Digest presenting it as
complete (clause 6.5.10). List authorization paths also shifted after a
denial. |
| Concealment held at the Method but not in the projection |
`AasRegistryModel` | `GetSubmodel` answered `BadNotFound` while an
anonymous Browse revealed the node, its identifier, semanticId and
digest (clause 6.5.7). |
| File handles were unsynchronized and unowned | `AasElementFileManager`
| The async node manager holds no lock, so concurrent Calls raced a bare
`Dictionary`; sequential handles let any Session read, seek or commit
another's. Writes were also unbounded. |
| Projection host was unimplementable outside the stack |
`AasEnvironmentProjection` | The handle demanded a type with an internal
constructor — our own tests used
`FormatterServices.GetUninitializedObject` to get round it. Now mirrors
WotCon's interface-typed registration. |
| Embedded `FileType` omitted 7 of 10 Mandatory members |
`AasEnvironmentMaterializer` (V2) | OPC 10000-3 6.4.4 requires them all;
without `Size` and `OpenCount` a Client cannot size a read or detect an
abandoned handle. |
| Round-trip oracle ignored most of the model | `AasRoundTripComparer` |
`Blob`, `File`, `ReferenceElement` and `BasicEventElement` had no case
arm, so their fields compared equal by falling off the switch;
`valueType`, `semanticId`, `entityType` and `Key.type` were never read.
The clause 6.4 losslessness claim rested on it. |

Known, unchanged: calling an `Operation` with arguments answers
`BadTooManyArguments`, because
`NodeState.AddChild` does not route through `MethodState.FindChild`.
Documented in `docs/Aas.md` §11.

Not addressed in this pass, and worth a maintainer decision: OPC 30270
§9.2 says all NodeIds of
Nodes not defined in the companion specification **shall not** use the
standard namespaces, and
Table 87 marks a vendor-specific instance namespace Mandatory. Both
halves currently mint instances
in the companion namespace. Separating them touches NodeId minting, the
runtime and the client
together, so it is better done deliberately than folded into a review
pass.
This is a large change and touches shared code (`Opc.Ua.Types`, the
source generator, the xRegistry projection). It is deliberately a draft:
the enabling changes are separable if maintainers would prefer them
split into their own PRs. The latest `master` is merged into this branch
in `0dd0ff0e1`.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 9e6a5abf-3299-4cd1-9855-010fedbf0ad8
Copilot-Session: c3d88950-4a65-4ff6-87d2-1f545a875c9b
Copilot-Session: b8ab3763-b9bd-46ae-b0ef-045db26e5782
2026-08-18 08:11:47 -07:00
aad8350bc1 Pluggable symmetric cryptography, an awaitable asymmetric path, registrable security policies, and PubSub crypto offboarding (#4206, #4207, #4208, #4210) (#4232)
# Description

Closes the three crypto-offboarding follow-ups split out of #4192. Each
was recorded there as knowingly *not* done, with the reason and what
would justify revisiting it. Those conditions are met, and where one of
them turned out to be unachievable that is written down rather than
worked around.

The safety property throughout: **every seam is opt-in and null-checked,
and in the default software configuration the added code is observably
inert.** No interface dispatch on the per-message path, and the
asynchronous paths complete synchronously — so channel locking order,
buffer ownership and error sequencing are unchanged for a deployment
that configures nothing.

## #4207 — symmetric, key-derivation and RNG provider seams

`ISymmetricCryptoProvider`, `IKeyDerivationProvider` and
`ISecureRandomSource`, added on the terms #4207 set: only once a
concrete requirement arrived (a validated module that must perform
*every* operation, not just the asymmetric ones), behind a fast path,
with `SymmetricChannelCryptoBenchmarks` as the gate.

They are **facets discovered by type test**, not members of
`ICryptoProvider`, so providers written against the shipped interface
still compile. `PlatformCryptoProvider` implements all three, which
answers the "an interface nothing implements" objection recorded in the
issue.

`CryptoProviderFacets` returns `null` both when no registry is
configured *and* when resolution lands on the platform, because the
platform facets are the inline code. Resolution happens once, in
`CalculateSymmetricKeySizes`, and is held for the life of the channel.

`CryptoCompliance.GetUnservedOperationPurposes` closes the failure the
seam would otherwise introduce: a provider bound to `ChannelSymmetric`
without implementing the facet is silently replaced by the platform, so
a deployment could believe its validated module performed the
per-message cryptography while the platform did. Under `FipsOnly` that
now refuses to start.

## #4208 — the asymmetric path is awaitable

`RSA` and `ECDsa` are .NET's contracts and cannot be replaced without
making every ready-made hardware and cloud implementation unusable.
Instead an implementation may **also** declare `IAsyncRsaKey` /
`IAsyncEcdsaKey`, which the stack finds by type test.

Now asynchronous: the secure channel open and renew path, user identity
token signing and decryption, and session activation. A software key
declares neither facet, so those paths complete synchronously and
nothing about their ordering changes.

`ReadAsymmetricMessage` is refactored into shared helpers rather than
duplicated — adding an `await` was not worth two hundred cloned lines of
signature, padding and endpoint-selection logic. `AsymmetricMessage` /
`AsymmetricWriteResult` exist because an asynchronous method cannot have
`out` parameters.

The channel no longer serialises its state on a monitor. A monitor
cannot be held across an `await`, and a plain `SemaphoreSlim` was not an
option at the time: the code relied on re-entrancy in eight places
(`HandleIncomingMessage` holds the lock and calls `ForceChannelFault`,
which takes it again; `ForceReconnect` and `Shutdown` do the same).
`ChannelGate` replaces it at 32 sites and `DataLock` is `[Obsolete]`.
That reliance has since been removed as well — see [Removing the gate's
re-entrancy](#removing-the-gates-re-entrancy) below.

### Defects this surfaced, all fixed and regression-tested

**Detached work started inline.** Writes were started with `_ =
WriteBuffersAsync(...)`. An async method runs its prologue on the
caller's stack, so `LeaveInheritedContext` — which exists to stop
*detached* work inheriting the right to re-enter the gate — was
stripping the **caller's own** entitlement; when the send then completed
synchronously, the completion blocked on a gate that very thread was
holding. The client sent its OpenSecureChannel request and never
processed the response. Writes are now queued.

**A synchronous gate handle held across an `await`.** `Enter()` records
the acquiring thread so an inline completion callback can re-enter —
`ChannelAsyncOperation` invokes its callback both inline and detached.
That record is only sound while the holder is synchronously on that
thread; the token renewal path held it across an await, so a reused pool
thread was recognised as the holder.

**`SignAsync` rejected the policy that signs nothing.** It validated the
certificate before the algorithm, so `SecurityPolicies.None` — which
carries no certificate — threw where the synchronous `Sign` returns
`null`.

**`EnterAsync` lost the holder when contended** *(found in review)*. The
`AsyncLocal` recording ownership was written inside the awaiting method,
and .NET restores the caller's execution context when an async method
completes, so the write was discarded. The caller returned owning the
semaphore while `IsHeldByCurrentContext` reported `false` — and any
nested `Enter()` then blocked forever on a gate its own context held.
Reachable remotely: `HandleIncomingMessageAsync` → error path →
`ForceChannelFault`. The holder is now published from the caller's frame
before the wait, and only its depth is raised in the continuation.

**Queued writes lost their order** *(found in review)*. Sequence numbers
are assigned under the gate, but independently queued work items reach
the transport's FIFO send lock in arbitrary order, so a peer could
reject a chunk with `BadSequenceNumberInvalid`. Writes are now appended
to a chain: still off the caller's stack, but a write cannot start
before its predecessor finishes.

### Four more this surfaced in CI, on paths only the integration suites
reach

Queuing the writes to fix the deadlock above turned out to have moved
three implicit guarantees, and the gate had one more liveness bug. Each
was reproduced locally against a clean baseline before it was changed.

**A faulting channel's error message never reached the peer.** A
listener channel sends a UASC `Error` describing why it faulted and
closes the transport as its next statement. That worked only because the
write started on the caller's stack, so the bytes reached the socket
first; queued, the close discarded them and the client saw
`BadConnectionClosed` instead of the certificate status it was told to
expect. Nine `SecurityCertValidationTests` cases assert exactly that
status. The terminal error is written inline again, on a path that
touches the gate only to disclaim what it inherited and reports nothing
— a channel that is already faulted is owed nothing beyond its buffer.

**The certificate of a rejected sender leaked.** An asynchronous method
cannot have `out` parameters, so the asymmetric read returns a record
instead. That silently dropped an ownership guarantee: an `out`
parameter reaches the caller even when the method goes on to throw, so
the caller's `catch` disposed the sender certificate and reported it to
the audit. A return value does not — nine leaked certificates, one per
rejection case, which the leak detector fails the run on. The parsed
certificate is now handed to the caller before anything that can reject
the message, restoring both the disposal and the audit.

**The gate could strand its own permit.** It released only when the
holder's depth returned to zero, but that depth lives in an `AsyncLocal`
and is therefore shared with every context forked from the owner's — a
timer callback whose timer was created inside the region, for instance.
Such a context entering the gate raised the shared depth, so the owner's
own exit saw a non-zero depth and returned without releasing, and
nothing afterwards could: the nested exit is not the owner. Every later
entry on that channel blocked forever. `Opc.Ua.Features.Tests` hung
after its tests had finished, with a receive loop waiting on the gate
and the server unable to stop. The owner now releases when it leaves;
depth still gates re-entrancy, but liveness no longer depends on a count
another context can move.

**Write completion throttled the writer.** Reporting a completed write
sat inside the ordering chain, and the client channel implements that
callback by entering the gate — so every write queued behind a gate the
receive loop contends for on each incoming chunk. A session with fifty
subscriptions publishing continuously had its publish requests throttled
enough that the client kept topping them up past its own limit, which
`Subscriptions.Classic` asserts against. Completion is now reported off
the chain, which covers only what ordering actually requires.

### Still synchronous, and why

Certificate, certificate request and revocation list signing cannot be
made asynchronous at all: `X509SignatureGenerator.SignData` is invoked
by .NET's own builders. Service faults and the `Reconnect` override are
reached from synchronous call sites (`SendServiceFault` alone has eight)
and are left as they are behind scoped, commented suppressions. All
three are documented rather than left to be rediscovered.

## #4210 — PubSub

This one produced a finding rather than the API the issue asked for, and
the finding is the point:

> **With a standard Security Key Service the key necessarily exists in
process memory.** `GetSecurityKeys` (Part 14 §8.3.2) returns raw key
bytes over the wire, so the "key never leaves the device" property #4192
achieved for client and server **cannot** be achieved for PubSub through
the SKS pull profile. That is a property of the specification, not of
this stack.

A wrapped-key envelope would change what is on the wire and break
interoperability with third-party key services and publishers, so it was
rejected rather than built.

What is achievable is delivered: the per-message AES-CTR and HMAC route
through `ISymmetricCryptoProvider`, so a validated module performs them.
`IPubSubSecurityPolicy` is **not** modified — new members would break
every implementation of it; the provider is supplied through the policy
constructor. `PlatformSymmetricCryptoProvider` gained AES counter mode,
which the seam should have covered anyway since the algorithm enum names
it.

Key lifetime is also tightened: unpacking an SKS response copied key
material into intermediates that `ByteString.Create` then copied again,
leaving plain keys in the heap for the lifetime of the process. Those
are now zeroed.

### Two wiring gaps this depended on, both found in review

The registrations above were **inert**, so this section originally
claimed more than the code did:

- `CryptoProviderConfiguration` was applied nowhere outside tests, so
`AddCryptoProvider(configure)` never reached the registry in a real
host. The registry now applies every registered configuration when it is
first resolved — which also affects #4207's DI story.
- `PubSubSecurityWrapperResolver` selected
`PubSubAes256CtrPolicy.Instance`, the provider-less static singleton,
ignoring the provider-backed bundles registered for it. A `FipsOnly`
deployment therefore certified while the platform did the work. The
resolver now selects from the registered policies; the container and
`PubSubApplicationBuilder` both supply theirs.

A third, smaller one: `CryptoProviderBuilder.Use` published a
**policy-scoped** random source as the process-wide nonce source, so
`.For(purpose, policyUri).Use(hsm)` redirected nonce generation for
every other policy too. Only an unscoped binding does that now.

## #4206 — a provider can contribute a security policy

Added in review: the policy set was fixed at compile time, so a provider
could contribute key custody but not a *profile*. It is now table-driven
and open, and the blockers #4206 listed are gone.

```csharp
using IDisposable registration = SecurityPolicies.Register(
    new SecurityPolicyInfo("urn:vendor:SecurityPolicy#CustomProfile", "CustomProfile")
    {
        PlatformSupport = () => true,
        SupportedCertificateTypes = [ObjectTypeIds.RsaSha256ApplicationCertificateType],
        IsDefault = true
    });

services.AddOpcUa()
    .AddCryptoProvider(crypto => crypto
        .For(CryptoPurpose.ChannelSymmetric, "urn:vendor:SecurityPolicy#CustomProfile").Use(module))
    .AddSecurityPolicy(customPolicy);
```

- **The reflection is gone.** Four lookup tables were built by
reflecting over the fields of `SecurityPolicies` and
`SecurityPolicyInfo`. They are one explicit table now, which removes the
**last reflection in `Security/Constants`** — so this is a trimming and
Native AOT improvement as much as a feature.
- **`SecurityPolicyInfo` is constructible from another assembly** and
carries the metadata the helpers need, so `IsPlatformSupportedName`,
`GetDefaultUris`, `MapSecurityPolicyToCertificateTypes` and
`GetCurveFromCertificateTypeId` read that table instead of each being
hand-written. Adding a policy is one entry rather than five edits.
- **The dead `#if CURVE25519` conditional is deleted** from
`Security/Constants`.
- Registration is copy-on-write, so the read path stays lock-free.
Shadowing a built-in policy requires `replaceExisting: true` and is
reversible by disposing the registration.

`RegisterLightsUpCurvePoliciesFromOutsideCore` is the acceptance test
the issue asked for: it registers `ECC_curve25519` and `ECC_curve448`
from the test project and asserts they become discoverable through the
public API.

**Registering a policy makes it advertised and resolvable; it does not
supply the cryptography behind it.** For those two curve profiles the
in-tree key agreement is still behind a compile symbol no project
defines plus a BouncyCastle dependency, so a deployment lighting them up
provides the operations through a provider. That division is the point:
the policy set says *what* is offered, the provider says *who* performs
it.

## Removing the gate's re-entrancy

Folded in from #4242, which was merged into this branch.

`ChannelGate` was re-entrant, and that forced the design behind most of
the defects above. A holder that awaits releases its thread, so
ownership could not be tracked by thread identity — it had to live in an
`AsyncLocal<Holder?>`. A logical context is *inherited*, so anything
started while the gate was held inherited the right to re-enter and ran
inside the guarded region alongside whatever started it, unless it opted
out by hand via `LeaveInheritedContext()` at each of eight sites,
enforced by review alone. Five of the defects listed above trace to that
mechanism, including both CI hangs.

So the *requirement* was removed rather than the mechanism, and the
`AsyncLocal` then deleted itself. Every path that re-entered now calls a
lock-free `Core` method (`ForceChannelFaultCore`, `ShutdownCore`,
`ForceReconnectCore`, `CompleteConnectCore`), and three regions stopped
running foreign code under the lock: the `RequestReceived` dispatch is
deferred until the gate is released, `OnTransportError` no longer wraps
the `HandleSocketError` virtual, and the callback setters and
`EndpointDescription` publish a single reference with a volatile write
instead of locking — the last is load-bearing, because
`AsyncResultBase.OperationCompleted` invokes the reverse-hello callback
inline while the gate is held.

`ChannelGate` is now a `SemaphoreSlim(1,1)` behind a `Releaser`;
`Holder`, the thread-identity fallback, `LeaveInheritedContext`,
`IsHeldByCurrentContext` and all eight disclaimer calls are gone, with
the call shape at all 32 sites unchanged. `SaveIntermediateChunk`,
`GetSavedChunks` and `DoMessageLimitsExceeded` gained a `gateHeld`
argument, because the client reaches them both with and without the gate
and must pick the matching teardown — without it an oversized
`OpenSecureChannel` response deadlocked the receive loop against itself.

The remaining paths were not found by reading the code, since that is
what missed them originally. A temporary strict mode made every
re-entrant acquisition throw with its stack, the suite was run under it
until clean, and it was deleted with the re-entrancy it measured. It
caught two sites review had missed: the `EndpointDescription` **property
getter** taking the gate, and the `RequestReceived` dispatch to
application code happening inside the guarded region.

Two deliberate residuals are documented for reviewers: `Dispose` no
longer takes the gate (unavoidable — it is reached from `ChannelFaulted`
with the gate held, where the old re-entrant acquisition excluded
nothing anyway), and the deferred request dispatch builds
`SecureChannelContext` just after gate release rather than under it.

## Testing

New: the three seams and their platform implementations, facet discovery
and resolution precedence, `FipsOnly` refusing a provider that cannot
serve what it was bound to, AES counter mode (including a
non-block-aligned round trip and a check that the counter carries, since
one that did not would silently reuse key stream), `ChannelGate`
(exclusion, re-entrancy across an await, re-entrancy on a reused thread,
and the deadlocks above), the asynchronous channel paths, and the PubSub
policy provider.

Each review finding got a test that fails without its fix:

- `ContendedEntryStillRecordsTheHolderAsync` — established contention
deterministically, then re-entered; failed on the pre-fix gate. Removed
with the re-entrancy it covered; `ChannelGateTests` now asserts the
non-re-entrant contract instead.
- `SecureClientAndTcpListenerKeepChunkOrderUnderConcurrentRequestsAsync`
— 60 concurrent multi-chunk `SignAndEncrypt` requests over a real
loopback listener; failed 3 runs out of 3 with the previous dispatch,
passes 3 out of 3 with the chain.
-
`DependencyInjectionRoutesPubSubCryptoThroughTheRegisteredProviderAsync`
— builds a container, registers a counting provider, wraps a message and
asserts the provider actually performed the encryption and the
signature. This is the assertion the PubSub claim above now rests on.
- `PolicyScopedRandomBindingDoesNotEscapeItsPolicy`.

Two further assertions are the ones that would catch a silent defect: a
provider and the platform must produce **byte-identical** output — a
validated module that disagreed could not interoperate — and with a
software key the returned `ValueTask` must report
`IsCompletedSuccessfully`, which is what makes "ordering is unchanged"
checkable rather than merely asserted.

`SymmetricChannelCryptoBenchmarks` gains a provider-registered variant
beside the existing baseline, so the cost of the indirection is measured
rather than assumed.

Verified locally, every suite at or above its recorded baseline: `dotnet
build UA.slnx -c Release` **0 warnings, 0 errors on all six target
frameworks**; Core **4413** (net10.0); Core.Security **617**, with its
certificate-leak detector clean; PubSub **1350** plus PubSub.Diagnostics
**54** and PubSub.Udp **233**; Features **156**; Subscriptions.Classic
**32**; Server integration **4053**; Client integration **2123**;
MigrationAnalyzer **151** and MigrationAnalyzer.Core **13**. Zero
failures in each.

Core moved from 4388 to 4381 when the gate change landed — eight
re-entrancy tests were removed along with the behaviour they covered,
and one deadlock regression test added — and has since grown to 4413
with the registry isolation, provider-output and security-review tests.
`ChannelGateTests` was rewritten around the new contract — exclusion
across both entry modes, an uncontended asynchronous entry not
suspending, re-entry blocking by contract, and the property that used to
be the hazard: work started while the gate is held is excluded without
having to opt out.

Every CI failure this PR produced was reproduced locally, diagnosed
against a clean `origin/master` baseline in a second worktree, and fixed
at the source. Two hangs were found from `--blame-hang-timeout` dumps
read with `dotnet-dump`. One failure that looked like a candidate was
confirmed **not** to be: an intermittent `Opc.Ua.Aot.Tests` connect
failure, pre-existing on `origin/master` (5 of 8 baseline runs failed,
versus 3 of 14 here).

### The publish request overshoot

`Subscriptions.Classic.PublishRequestCountAsync` failed on the Windows
net10.0 leg with **207** outstanding publish requests against a cap of
`max(maxServerPublishRequest, subscriptions)` = 50. It failed in 2 of 6
pipeline builds on this branch, never on `master` in 13 sampled builds,
and never locally in 12 attempts including under deliberate CPU
contention.

The mechanism is a genuine race.
`ClassicSubscriptionEngine.QueueBeginPublish` was a **check-then-act**:
it read `GoodPublishRequestCount`, compared it against
`GetDesiredPublishRequestCount(false)`, and issued a publish if it was
below. It runs on every publish completion, so *n* completions that
overlap each read the same value, each conclude they are below the cap,
and each issue — overshooting by up to *n* per round. The read also
*lags*: a request only becomes visible to `GoodPublishRequestCount` once
`AsyncRequestStarted` has recorded it, which happens after the request
has already been sent.

That code is pre-existing and was untouched by this PR. What this PR
changed is how hard the race is hit: the server used to hold the channel
gate across request processing, which serialised every request on a
channel, so publish completions arrived one at a time. Dispatching
`RequestReceived` outside the gate — an intended improvement, since a
channel should not serialise on application request-processing time —
lets them complete concurrently.

Rather than change the publish pipeline blind, the race was first made
reproducible.
`ConcurrentPublishReEvaluationDoesNotExceedDesiredRequestCount` drives
64 barrier-released completions against a mocked context whose count
lags the send exactly the way the session's does. It issued **64
requests where 5 were desired** — the same defect the CI leg hit, now
deterministic and running in milliseconds.

The engine now tracks the requests it has in flight and reserves a slot
with a compare-exchange before sending, so the decision and the send are
one atomic step. The reservation is released when the request completes,
when the send is declined, or when it throws. The repro test then issues
at most the desired count.

`StartPublishing` is deliberately left **uncapped**. It is the recovery
valve that refills a pipeline whose requests are outstanding but no
longer expected to return, so gating it on the in-flight count would
remove the only path out of a stalled pipeline. An earlier revision of
this fix did gate it, and that is the one change here that could not be
justified on the evidence — it was reverted.

The assertion was **not** loosened, retried away, or marked flaky: it
caught a real throttling regression earlier in this PR and is worth
keeping sharp.

Validated: the repro test red before the fix and green after;
`Subscriptions.Classic` 32/32 **five** consecutive runs on net10.0 and
once on net48; `Opc.Ua.Client.Tests` 2124 on net10.0 across four
consecutive runs and 2127 on net48; `Opc.Ua.Subscriptions.Tests` 604
passed with this fix in place.

### The SSH.NET advisory that turned CI red repo-wide

Partway through this work every build job began failing with `NU1903:
Package 'SSH.NET' 2025.1.0 has a known high severity vulnerability`
([GHSA-q939-rpr3-3284](https://github.com/advisories/GHSA-q939-rpr3-3284),
`<= 2025.1.0` affected, first patched `2026.0.0`).

Nothing in the dependency graph changed — the advisory was published.
Build 17026 failed on it where build 17000, two hours earlier on an
identical graph, had passed every build job. SSH.NET is not referenced
anywhere in the repository; it arrives transitively through
`Testcontainers.Kafka`.

`master` landed the remediation independently while this was being
investigated (a central transitive pin to `2026.0.0`, which
`CentralPackageTransitivePinningEnabled` exists for). This branch
briefly carried its own identical pin, which made the merge commit hold
**two** `PackageVersion` entries for SSH.NET and fail restore with
`NU1506`. The duplicate is removed and `master` is merged, so the pin
now comes from one place only.

The audit was **not** suppressed: `NuGetAudit` stays enabled and
`NU1903` stays an error. Verified after the merge — `dotnet restore
UA.slnx` reports neither NU1903 nor NU1506, and `dotnet build UA.slnx -c
Release` is **0 warnings, 0 errors** with the audit live.

The remaining red check in build 17026 was not from this change either.
`aot-ubuntu-latest` is the intermittent `Opc.Ua.Aot.Tests` failure
already noted above — `ReconnectSessionAsync` timed out at 30s with 135
of 136 passing. It remains below the `origin/master` baseline rate (4 of
15 sampled here against 5 of 8 on the baseline), and the managed
reconnect paths are green throughout: `Opc.Ua.Client.Tests` 2124 across
four consecutive runs and `Opc.Ua.Subscriptions.Tests` 604.


## Documentation

`docs/CryptoProvider.md` gains sections on substituting the symmetric
primitives, using a key served over a network, and PubSub — including
what cannot be claimed and why, the scope rule for a random-source
binding, and how to supply a provider-backed policy outside the
container. `docs/MigrationGuide.md` covers the `[Obsolete]` channel
virtuals and `DataLock`, and the non-re-entrant gate's contract for
channel subclasses. `docs/WhatsNewIn2.0.md` is updated.
`plans/cryptooffboard.md` is deleted now that the work it planned has
landed.

## Note for reviewers

This touches the secure channel handshake, which is the most
security-critical code in the stack. Nine distinct concurrency and
lifetime defects were found and fixed in it during this work — three
during development, two in review, four from CI — so `ChannelGate`, the
write path and the certificate ownership across the new suspension
points deserve the closest reading.

Five of those nine traced to the gate's `AsyncLocal`, which is why the
re-entrancy was subsequently removed and the `AsyncLocal` deleted. The
wrapper/`Core` split and the two documented residuals in that section
are the parts most worth a second reading.

The #4206 work removes the last reflection from `Security/Constants` and
rewrites the policy lookup tables, so
`SecurityConfiguration.SupportedSecurityPolicies` and the endpoint set
it feeds are worth a second look: an earlier revision of it changed that
set and broke six server tests, which is now covered by
`SecurityConfigurationBuildsExpectedSupportedPolicySet`.

## Related Issues

- Fixes #4206
- Fixes #4207
- Fixes #4208
- Fixes #4210
- Follow-up #4250 — this PR makes the security policy set injectable,
but nothing in the stack resolves `ISecurityPolicyRegistry` from DI yet,
so every production path still lands on the `Default` fallback. #4250
tracks threading it through `Session` and `UaSCBinaryChannel`, which is
what makes the injection points already added here load-bearing.

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [x] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] 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>
Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: marcschier <11168470+marcschier@users.noreply.github.com>
Copilot-Session: 7a68ca72-83e8-496c-b2f5-3df4c718320b
Copilot-Session: 3f5ab76a-c0ba-4f47-87ac-54d1f4182c6b
2026-08-15 05:23:20 -07:00
romanettandCopilot App d547747e22 Generate ReferenceNodeManager address space from a NodeSet2 model (#4220)
# Description

The CTT/compliance `ReferenceNodeManager` built its ~6,000 node address
space entirely in imperative C#. This PR migrates it to a
source-generated `[NodeManager]` partial driven by an exported NodeSet2
model (`ReferenceServer.NodeSet2.xml`), mirroring the
`MinimalBoilerServer` sample and completing the goal of issue #4204.

The address space is now materialized from the model by the source
generator. The large orchestration body was kept but converted from
create-based to **find-instead-of-create**: each `Create*` primitive now
looks up the model-materialized node via `FindPredefinedNode<T>` and
re-applies runtime values, DataAccess metadata, and write handlers,
rather than constructing nodes from scratch. This keeps the
deterministic value seeding and behavior wiring intact while the
structure comes from the model.

## Notable details for reviewers

- **Idempotent reference wiring.** The mesh references in the
`References` folder are already present in the model, so the historic
manual `AddReference` calls would throw on duplicates. Added a small
`AddReferenceIfMissing` helper so those calls are safe.
- **Non-string NodeIds.** The `NodeIds` folder assigns numeric / GUID /
opaque NodeIds. The model exports those nodes with their final ids, so
find-by-string-path no longer works; added `CreateVariableById(NodeId)`
to locate them by their real id.
- **Generator bug fix (worth a careful look).**
`ModelDesignExtensions.GetValueRankAsCode` reconstructed `ValueRank` as
`dimensions.Length + 1`, so a node with `ArrayDimensions="3,3"` was
emitted as `ValueRank = 3`. This affected **any** NodeSet2 with a fixed
multi-dimensional array (rank-3 matrices, `BadTypeMismatch` on
whole-matrix writes, wrong decoded dimensions). Corrected to
`dimensions.Length` and updated the unit tests that had codified the
off-by-one.

## Validation

- `ReferenceServerTest`: 44/44 on net10.0 and net48
- `Opc.Ua.SourceGeneration.Core.Tests`: pass on
net8.0/net9.0/net10.0/net48
- Integration on net10.0: ComplexTypes, Client, History, Sessions,
Subscriptions all pass
- Clean build, no new analyzer warnings

## Related Issues

- Fixes #4204

## 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.
- [ ] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [x] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

---------

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>
2026-08-15 05:22:31 -07:00
Marc SchierandCopilot a7c776e8d4 Align the WoT implementation with spec: type binding, removed vocabulary, Alarms and Conditions (#4225)
# Description

Aligns the WoT implementation with the normative changes in the OPC UA
WoT
specification drafts that the stack had not picked up, and fixes the
defects
that alignment surfaced.

The driving artifact is

[OPCF-Members/spec-drafts#19](https://github.com/OPCF-Members/spec-drafts/pull/19),
*"bind a projected node to an already-loaded type, by name or by
NodeId"*, which
landed on the spec `main` after this repository last tracked it.

## 1. Bind a projected node to an existing type (Binding §5.2.1)

§5.2.1 lets a document state that the node it projects is an instance of
a type
that **already exists** — one a companion model defines and the Server
has
loaded, or one a sibling document of the same conversion defines — so a
converter binds to that type instead of defining a second type of the
same
shape.

The converter hardcoded `HasTypeDefinition` to `BaseObjectType`, so a
document
that named its type projected an **untyped** node: a client browsing for
the
companion type would not find it, and nothing said why.

Both forms are now implemented, resolved against the §5.1.5 **local
context** —
the other documents being converted together first, a loaded
AddressSpace as the
fallback. `IWotNodeResolver` supplies that context (is a namespace held;
what
does a qualified BrowseName match; what does an ExpandedNodeId
identify),
`WotCompositeNodeResolver` composes implementations in the specified
order, and
`NullWotNodeResolver` is the default that holds nothing. The converter
needed no
new async surface: the binding is resolved in a pre-resolve pass,
exactly as
Thing references already are, and the synchronous core consumes the
result.

The §5.2.1 table is honoured: a unique name binds; the link settles an
ambiguous
name; a name that resolves to nothing while the link resolves is
**invalid**
(that is a mistake in the name, not a shorthand for the identifier); two
forms
resolving to different Nodes are invalid; a resolved type of the wrong
NodeClass
is invalid. A binding naming a type the local context does not hold
**fails**
rather than falling back to `BaseObjectType` — a silently mistyped node
is worse
than a reported failure.

A compact name is told from ordinary `@type` annotation **by
namespace**, not by
whether the lookup succeeds, so `saref:TemperatureSensor` on a Server
that has
never heard of SAREF stays the annotation it always was.

The definitive form — a `ua:HasTypeDefinition` link whose
`href` is the ExpandedNodeId of the type. An ExpandedNodeId matches
exactly one
Node or none, so it needs no lookup.

A Node has exactly one `HasTypeDefinition`, so:

- two such links → `AmbiguousTypeBinding` (6019), and the root keeps the
default
  rather than being bound to a guess;
- a link with no usable identifier → `InvalidTypeBinding` (6020);
- no binding at all → the `BaseObjectType` default is unchanged.

## 2. Drop the six vocabulary terms `#19` removed

`#19` deleted `uav:capability`, `uav:componentModel`, `uav:reference`,
`uav:congruentType`, `uav:congruentTypeName` and `uav:nameNamespace`
from the
context, the JSON Schema and the ontology. A link now names its
ReferenceType
directly in `rel`, so the three link relations become `ua:HasInterface`,
`ua:HasComponent` and `ua:NonHierarchicalReferences`, and the
congruent-type
pair is superseded by the §5.2.1 type binding.

Their validation and mapping are removed; they are now ordinary residue
like any
other unrecognised term.

### A real gap this uncovered

The converter knew **eight** ReferenceTypes by name and had neither
`NonHierarchicalReferences` (`i=32`) nor `HasInterface` (`i=17603`) — so
the two
relations that *replace* `uav:reference` and `uav:capability` could not
resolve
at all. That includes example 02, which this repository vendors as a
golden
asset and which `#19` rewrote to use them. Both are now in the map.

`uav:congruentType` was also the only term that redirected one reference
to
another while resolving a link target, so `ResolveTargetNodeIdAsync` no
longer
needs a loop. It resolves once and reports an unresolved target; the
resolution
context is still entered and the bytes still counted, so the
per-conversion
document, depth and byte bounds are unchanged.

## 3. Reject an out-of-range event severity instead of clamping it

`uav:severity` had grown in this implementation without being a
specification
term. Rather than drop it, it is proposed upstream in

[OPCF-Members/spec-drafts#21](https://github.com/OPCF-Members/spec-drafts/pull/21),
which defines it with an explicit rule: the value **shall** be in the
OPC 10000-5
range 1..1000, and a consumer **shall not** silently clamp it.

The implementation clamped, so a document asking for severity 5000 was
accepted
and published as 1000 — the mistake was hidden while what the author
asked for
was changed. An affordance carrying an out-of-range severity is now
skipped,
with the reason logged, and its half-built event type and
`GeneratesEvent`
reference are removed.

### Defect found while making that change

The occurrence-time path read `ValidateSeverity(severity) ??
tag.Severity`.
Because `ValidateSeverity(null)` returns the 500 default, it **never**
fell back
to the affordance's authored severity: an occurrence reported without a
severity
published 500 rather than the authored 900. Build-time validation and
the
occurrence-time choice are now separate methods.

## 4. Vendored examples and honest coverage claims

Examples 21 and 22 were missing from the vendored golden assets.
Converting
example 22 is now the end-to-end check for §5.2.1 — the specification's
own
example rather than a fixture written to match the implementation.

`docs/WotBindings.md` claimed ten of the eleven conformance units and
silently
omitted **WoT-ConditionMapping**, and said "twenty worked examples". The
count
is corrected, and WoT-ConditionMapping is now **covered** — see §5
below.

## 5. Alarms and Conditions (Binding §13)

The last unclaimed conformance unit. A projected Condition event now
derives
from the ConditionType it names rather than from `BaseEventType`;
falling back
would lose the Condition state model entirely, leaving a Client unable
to tell
an alarm from an ordinary event.

The two forms follow the hint-plus-pin pattern of §5.3:
`uav:conditionTypeId`
is definitive and wins, `uav:conditionType` is a readable hint resolved
for the
four ConditionTypes §13.1 scopes. An unpinned name outside that set is
reported
rather than guessed.

Four conformance rules are enforced, each because breaking it yields a
document
a consumer can read but cannot act on:

| Rule | Section | Diagnostic |
| --- | --- | --- |
| A Condition event declares `EventId` in its `data` | 13.3 |
`ConditionEventIdMissing` |
| `uav:conditionAction` is inside its closed set | 13.2 |
`InvalidConditionAction` |
| `uav:actsOn` names a Condition event in the same document | 13.4 |
`InvalidConditionTarget` |
| `Acknowledge`/`Confirm`/`AddComment` declare an `EventId` input | 13.4
| `ConditionActionInputMissing` |

`Enable` and `Disable` act on the Condition instance rather than one
occurrence
and are deliberately exempt from the last rule, pinned by a negative
test.
Shelving, suppression, dialog conditions and `ConditionRefresh` stay out
of
scope, as §13.1 scopes the mapping.

## 6. The sibling half of the §5.1.5 local context

`SnapshotWotNodeResolver` indexes the registry snapshot a conversion
runs over
and is wired into `WotNodeSetDocumentConverter`, so a document naming a
type
another document in the same registry projects resolves with no
AddressSpace at
all. Only Thing Models are indexed: a Thing Model projects a
`UAObjectType` and
is a valid target, a Thing Description projects an instance and never
is.

Identity comes from the new public
`WotNodeSetConverter.TryDescribeProjectedType`,
which applies exactly the rules the conversion uses, so an index entry
and the
projected node cannot drift apart. Ambiguity is preserved rather than
resolved:
two siblings sharing a qualified name yield both matches so the caller
can
report it.

## Deliberately not in this PR

- **The AddressSpace-backed `IWotNodeResolver`.** The abstraction, the
composite, the null default and the sibling-document implementation ship
here; the AddressSpace-backed half needs a cached type-hierarchy walk
behind
a server `OperationContext` and follows separately. Until it exists a
host
gets the sibling context plus the null fallback, which reports a binding
as
  unresolved rather than mistyping it.
- **Two §5.2.1 obligations that need the address space**: not
duplicating a
  mandatory instance declaration of the resolved type, and rejecting
  disagreement with an instantiated Thing Model.
- **Connectivity §7.3 parent resolution.**

Each is tracked; none is faked here.

## Related Issues

There is no tracking issue: this came out of a
spec-versus-implementation audit
rather than a reported defect, and the driving artifacts are the two
upstream
spec PRs linked above. Happy to open one if maintainers prefer — the
§5.2.1
follow-up in particular is worth an ADR, since the local-context
resolver is a
new injectable provider spanning two assemblies.

## Checklist

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

### Verification detail

| | net10.0 | net48 |
|---|---|---|
| `Opc.Ua.Types.Tests` | 8573 / 8573 | 8555 / 8555 |
| `Opc.Ua.WotCon.Tests` | 1075 / 1075 | 1075 / 1075 |

Full `UA.slnx` build: **0 errors, 0 warnings** across all target
frameworks,
re-verified after `master` was merged into the branch.

Every new test was mutation-verified: the type-binding tests against
three
mutations (revert to the hardcoded default, drop the ambiguity check,
accept an
empty `href`), the severity tests against reinstating the clamp, and the
ReferenceType additions against removing them from the map. Each
mutation failed
the suite before the change was kept.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 9e6a5abf-3299-4cd1-9855-010fedbf0ad8
2026-08-14 07:55:33 -07:00
Marc SchierandCopilot fac30c45e6 Add MinSupportedSamplingInterval configuration and honor it when revising sampling intervals (#4243)
# Description

PR #4194 removed the unused
`ServerConfiguration.MinMetadataSamplingInterval` and left nothing in
its place. As a result there was no way to populate
`Server.ServerCapabilities.MinSupportedSampleRate` (`i=2272`) —
`ServerInternalData.CreateServerObjectAsync` hardcoded it to `0`.
Separately, the only clamp applied when revising a monitored item's
sampling interval was the per-node
`BaseVariableState.MinimumSamplingInterval`, which defaults to
`MinimumSamplingIntervals.Continuous` (`0`), so reference-server nodes
accepted any requested interval (e.g. 10 ms) unrevised — exactly what
was reported.

This adds a configuration entry **in the exact schema slot #4194
vacated** and enforces it as a lower bound.

## Configuration

- **`ServerConfiguration.MinSupportedSamplingInterval`** — `double`
(milliseconds), default `0`, `[DataTypeField(Order = 17)]`, i.e. between
`MaxNotificationsPerPublish` (16) and `AvailableSamplingRates` (18).
- `ApplicationConfiguration.xsd` — `<xs:element
name="MinSupportedSamplingInterval" type="xs:double" minOccurs="0" />`
in the same position the removed element occupied.
- Fluent API **`SetMinSupportedSamplingInterval(double)`** on
`IApplicationConfigurationBuilderServerOptions`, in the place
`SetMinMetadataSamplingInterval` was removed from.
- The element is added to the six config XML files #4194 touched
(reference / CTT / AOT / GDS use `0`; `test-server-full.xml` uses a
distinctive non-zero value for the round-trip test).

The address-space Property keeps its OPC UA spec name, so
`Server.ServerCapabilities.MinSupportedSampleRate` and
`VariableIds.Server_ServerCapabilities_MinSupportedSampleRate` are
unchanged.

```xml
<MaxNotificationsPerPublish>1000</MaxNotificationsPerPublish>
<MinSupportedSamplingInterval>2000</MinSupportedSamplingInterval>
<AvailableSamplingRates>
```

```csharp
application.Build(applicationUri, productUri)
    .AsServer([endpointUrl])
    .SetMinSupportedSamplingInterval(2000);
```

## Behavior

- `ServerInternalData` now publishes the configured value to
`Server.ServerCapabilities.MinSupportedSampleRate`.
- New `SubscriptionManager.CalculateRevisedSamplingInterval(...)` (two
overloads, alongside the existing `CalculateRevisedQueueSize`)
centralizes the revision rule and replaces the logic that was duplicated
across four call sites — the create and modify paths of
`AsyncCustomNodeManager` and `CustomNodeManager` — which now expose a
`MinSupportedSamplingInterval` property seeded from the configuration
(mirroring how `MaxQueueSize` is initialized).

The rule:

1. A requested interval below zero resolves to the *default sampling
interval*: the **publishing interval of the subscription** on create,
and the item's **current sampling interval** on modify. The modify case
preserves 1.5.378 behavior, so a `ModifyMonitoredItems` call that leaves
the sampling interval unspecified does not silently retune the item.
2. A node declaring `MinimumSamplingIntervals.Continuous` (`0`) for the
`Value` Attribute reports **by exception** and is **not** bound by the
server-wide minimum — the requested interval is returned unchanged.
3. Every other item is raised to `max(nodeMinimumSamplingInterval,
MinSupportedSamplingInterval)`. Attributes other than `Value`, nodes
declaring `MinimumSamplingIntervals.Indeterminate` (`-1`), and
non-Variable nodes are bound only by `MinSupportedSamplingInterval`.
4. `double.MaxValue` is capped to one year (pre-existing behavior, now
in one place).

Event monitored items do not sample and are unaffected.

**Backward compatible:** with the default of `0` the computation is
identical to the previous code for every input, including `Continuous`,
`Indeterminate`, positive node minimums, non-`Value` attributes and
`NaN`. No existing configuration or deployment changes behavior.

Node managers that implement `INodeManager` directly can call the new
public helper to apply the same rule.

## Related Issues

- Fixes #4191

The issue thread also asked whether
`Subscription.MaxNotificationsPerPublish` is revised by the server. It
is (`SubscriptionManager.CalculateMaxNotificationsPerPublish`), but it
was untested and is not observable from the `CreateSubscription`
response, which carries no revised field for that parameter. Four tests
were added that assert it through
`SubscriptionDiagnostics.MaxNotificationsPerPublish` on a privileged
session, covering create and modify, the above-limit, below-limit and
`0` (server default) cases.

## Tests

- **`SamplingIntervalRevisionTests`** (17 unit tests,
`Opc.Ua.Server.Tests`) — the full revision matrix: negative request
resolving to the default interval, the `Continuous` bypass,
`Indeterminate`, node minimum above *and* below the floor, a floor of
`0` being a no-op, non-`Value` attributes, non-Variable and null nodes,
and the `double.MaxValue` cap.
- **`MinSupportedSamplingIntervalTests`** (10 integration tests,
`Opc.Ua.Subscriptions.Tests`) — against a reference server configured
with a 500 ms floor: the capabilities node reflects the configuration; a
node declaring 100 ms is lifted to 500 ms;
`Scalar_Static_Arrays2D_LocalizedText` (1000 ms) wins over the floor;
`CurrentTime` (250 ms) is lifted; a `Continuous` node keeps its 10 ms; a
non-`Value` attribute is floored; `ModifyMonitoredItems` behaves the
same in both directions; event items are unaffected.
- Restored the configuration builder and round-trip test coverage that
#4194 deleted.
- `TestFixture` gained a `protected virtual void
ConfigureServer(ApplicationConfiguration)` hook so a derived fixture can
vary the server configuration before start. Default implementation is a
no-op, so no existing fixture changes behavior.

## Documentation

- `docs/Subscriptions.md` — new **Sampling interval revision** section
with the input table, the four-step rule (including both
negative-interval fallbacks), XML and fluent configuration examples, and
guidance for custom node managers.
- `docs/migrate/2.0.x/configuration.md` — new section documenting that
`MinMetadataSamplingInterval` was removed and
`MinSupportedSamplingInterval` added. Verified against `master378`: the
old setting defaulted to `1000` but was never read, and
`MinSupportedSampleRate` was hardcoded to `0` with no server-wide floor.
The guide therefore stresses that these are **two different settings,
not a rename** — consumers should drop the old element (a default of `0`
reproduces 1.5.378 exactly) and only opt into the new one deliberately,
since reusing the old value would silently introduce a sampling floor.

## Validation

- `dotnet build UA.slnx` — **0 warnings, 0 errors** across all TFMs.
- .NET 10: `Opc.Ua.Server.Tests` 4091 passed,
`Opc.Ua.Subscriptions.Tests` 619 passed (full suite including the new
fixture), `Opc.Ua.InformationModel.Tests` 1063 passed,
`Opc.Ua.Configuration.Tests` 221 passed, `Opc.Ua.Gds.Tests` 119 passed.
- .NET Framework 4.8: new unit tests (200 incl. sampling groups), new
integration tests (17) and configuration round-trip (135) all passed.
- `ConsoleReferenceServer` starts successfully with the updated
configuration file.

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [x] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] 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: 79f8090c-b2a3-409c-a5bf-56b6d2a35e70
2026-08-12 17:41:29 +00:00
Marc SchierandCopilot 6795073d2d Mount OpenUSD representations with HasAddIn (#4239)
# Description

Mount every `OpenUsdRepresentation` AddIn with `HasAddIn` rather than
plain
`HasComponent`.

- Correct the `IOpenUsdRepresentedType` placeholder in the OpenUSD
NodeSet.
- Route Pump, Minimal Robot, and Intent sample authoring through the
shared
  `CreateRepresentation` helper.
- Remove redundant representation subtree rebasing from sample call
sites.
- Add model, in-process sample, and over-the-wire regression coverage.
- Update the OpenUSD documentation and sample diagrams.

`HasAddIn` is a subtype of `HasComponent`, so the incorrect reference
still
browsed and rendered successfully but failed companion-model
conformance.

## Related Issues

No related issue.

## Validation

- `Opc.Ua.OpenUsd.Tests`: 914 passed on .NET 10.
- Pump and Minimal Robot sample builds completed without warnings.
- Pump and Robot `RepresentationsAreMountedWithHasAddInAsync` E2E tests
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>
Copilot-Session: 19119d71-e1bc-41c9-ba0d-2d1dea437167
2026-08-12 11:31:55 +02:00
Marc SchierandCopilot 1cca744b5c Retire the last exposed locks: node, browser, server diagnostics and application properties (#4222)
Closes #4201. Closes #4202. Closes #4203. Closes #4215. Closes #4216.

(#4215 and #4216 are @marcschier's originals from the #4188 review;
#4202 and #4201 are my later duplicates of the same two findings. All
four describe the two changes in section 1 and are closed together.)

**This PR now carries what was #4221 as well.** The two were a stack;
they have been unstacked and combined here, and #4221 is closed.
Everything below the "Read the server diagnostics" section is the work
that was previously reviewed as #4221.

---

## 1. The browse path guards itself, and the last node locks are gone

`AsyncCustomNodeManager` kept two `lock (source)` sites around
`CreateBrowser`, carrying a NOTE that browser creation was not
internally synchronized. `NodeBrowser` still handed its lock to derived
types through `protected Lock DataLock`.

`NodeState.CreateBrowser` now holds a browse lock across
`PopulateBrowser` and `OnPopulateBrowser`, so browser construction on a
node is serialized — which is what the external `lock (source)` was
actually providing, and what a handler that mutates the node during
population (the historian's lazy config installer) depends on. Both
`lock (source)` statements and the NOTE are gone.

**What that lock does not do**, stated plainly in the XML docs and in
`docs/NodeManagers.md` rather than over-promised: it is not an atomic
snapshot across the node's children, notifiers and references. Writers
take those collections' own locks, not the browse lock. The browser is a
point-in-time copy and each collection is read consistently, but the
combination is not a transaction.

No `lock` takes a `NodeState` as its sync root any more. That was the
last thing keeping `NodeState` from being documentably self-guarding, so
the other eleven went with it: `lock (activeNode)`, `lock (target)`,
`lock (source.Node)`, `lock (target.Node)`, `lock (notifier)`, `lock
(handle.Node)` in `AsyncCustomNodeManager`, and `lock (node)` in
`CustomNodeManager2`. Most were a check-then-act pair now served by
`NodeState.AddReferenceIfMissing`, which does the check and the insert
under the node's own lock.

`NodeBrowser.DataLock` is removed. A browser is **single-consumer**: it
belongs to whoever created it, and both server browse paths already
serialize on the owning side. The exposed lock only added an
inheritance-level locking contract that a derived browser could not
reason about.

## 2. Read the server diagnostics under the lock every writer takes

`OnUpdateDiagnostics` locked the diagnostics **payload** rather than the
lock every writer takes through `UpdateServerDiagnostics`, so the
snapshot a client reads from the `ServerDiagnostics` node was never
excluded from a concurrent writer.

Both halves matter, and the second is the one that is easy to miss:

```csharp
lock (m_diagnosticsLock)                                        // was: lock (ServerDiagnostics)
{
    value = Variant.FromStructure(ServerDiagnostics, copy: true);  // was: copy defaulted to false
}
```

`copy: true` is what makes it a snapshot. `FromStructure(value, copy:
false)` does `new ExtensionObject(value, copy)` — it wraps the **live**
structure without copying it, so the caller would read the fields long
after the lock was released and see them change underneath. Swapping the
lock alone would have looked like a fix while still excluding nothing.

## 3. Analyzer numbering

The browser rule is **UA0027**, not UA0025. This branch had
independently taken UA0025 for `NodeBrowser.DataLock` while #4188
published UA0025 for `ILocalNode.DataLock` and UA0026 for
`BaseVariableValue.Lock`. Master's are shipped, so they keep the
numbers:

| | UA0025 | UA0026 | UA0027 |
|---|---|---|---|
| master (#4188) | `ILocalNode.DataLock` | `BaseVariableValue.Lock` | —
|
| **this PR** | `ILocalNode.DataLock` | `BaseVariableValue.Lock` |
**`NodeBrowser.DataLock`** |

Both sides had written a different `UA0025Tests.cs`, which arrived as an
add/add conflict. They are now split: `UA0025Tests.cs` holds master's
`ILocalNode` tests, `UA0027Tests.cs` holds the `NodeBrowser` ones.

UA0024's help text also drops its reference to `ReadServerDiagnostics`,
which #4193 removed as unused, and names `ISession.ReadDiagnostics` /
`ISubscription.ReadDiagnostics` instead — those do still exist.


## 4. Two more locks reachable from outside their owner

**`ApplicationConfiguration.PropertiesLock` is removed.** It returned
the properties dictionary itself, so `lock
(configuration.PropertiesLock)` was `lock (configuration.Properties)` —
the lock *was* the data it guarded, the same shape as #4203.

It had exactly one production consumer
(`OAuth2CredentialCollection.Load`, a get-or-add with `ParseExtension`
called inside the lock), so it could not simply be deleted. `Properties`
is now a `ConcurrentDictionary` — same public type, every operation
atomic on its own — and the one multi-operation need gets a member of
its own:

```csharp
public T GetOrAddProperty<T>(string key, Func<T> valueFactory);
```

It deliberately does **not** invoke the factory under a lock, so
`ParseExtension` now runs outside any critical section. Holding a lock
across a caller-supplied callback is exactly the shape that produced the
attribute/diagnostics deadlock earlier in this work.

The two existing tests asserted only `PropertiesLock is not null`, so
they tested nothing but its presence. They are replaced by tests of the
contract: factory runs once for a missing key, not at all for a present
one, 32 concurrent callers all observe the same instance, null arguments
throw.

`PropertiesLock` ships in 1.5.378, so this is a breaking removal —
migration guide section plus analyzer **UA0028**.

**`SharedDefinitionCache` no longer hands out its lock.** Three sites in
`SharedKeyValueSubscriptionStore` took the nested cache's `Lock` to
operate on the cache's own dictionary. Both are private now, behind
`ReplaceAll` and `CloneWhere`.

`SnapshotCommitLock` stays exposed on purpose: it is a `SemaphoreSlim`
sequencing an async commit across `await` points, which
`System.Threading.Lock` cannot span, so folding it in would change
behaviour rather than hide a lock.
## Verification

Merged `master` (`0edfe237a`, including #4234) with no conflicts.

- `dotnet build UA.slnx` — 0 warnings, 0 errors
- `Opc.Ua.Server.Tests` — 4074 passed
- `Opc.Ua.Types.Tests` — 8501 passed
- `Opc.Ua.MigrationAnalyzer.Tests` — 151 passed on all five TFMs (138 →
151, the new ones being UA0027 and UA0028)
- `Opc.Ua.Core.Tests` — 4249 passed
- `Opc.Ua.Redundancy.Server.Tests` — 573 passed

## Note for the reviewer

@romanett — your approval was given when this PR's diff was the 7
diagnostics files, because it was measured against
`marcschier/node-browse-locks`. Now that the two are combined and the
base is `master`, the diff is 23 files, and the extra 16 are the
node/browser lock work that was #4221. GitHub kept the approval across
the retarget, but it did not cover that code, so please re-review rather
than let it ride.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: e9c13dd0-a6e3-4ad2-8ad6-1c3fe6323041
Copilot-Session: b3c0e146-5b9e-4d08-a0f6-db3f940484b1
Copilot-Session: d18f87e9-2484-44ce-98ce-463ba6cf5f63
Copilot-Session: 0ee22c1d-c319-4257-bf78-a5a077a1824a
2026-08-11 22:14:10 +02:00
466c5cb982 Robot intent follow-ups: multi-controller executors, spec fixes, and an MCP tool library (#4195)
Follow-ups to #4165, plus the work that followed from re-checking this
branch against the specification. Everything started as a defect found
by review or by probing the running code; the specification is unchanged
except where noted.

The TLS certificate lifetime fix (#4196) and the OpenUSD work (#4198)
were both merged into this branch. #4196 has since landed on master, so
it no longer appears in this diff. #4198 was closed in favour of this PR
and its content is here.

The MCP trim/AOT work (#4228), the `DataGenerator` null `NodeId` fix
(#4227) and the NodeSet external-parent import fix (#4229) have since
been merged in as well. All three are closed in favour of this PR and
their content is here, described under *Making the MCP libraries trim
and AOT clean*, *A generator that returned the value you opted out of*
and *A NodeSet parent that lived outside the import batch* below.

## A two-arm cell could not be built

`IntentExecution` carried no controller identity, and there was
effectively one `IIntentExecutor` per server. An executor handed an
execution therefore could not tell **which arm** it was for, so a cell
with two `IntentControllerType` instances — an ordinary configuration —
was not expressible through the builder or DI.

Both halves are addressed:

- `IntentExecution` now carries `ControllerId` (`NodeId`, the OPC UA
identity) and `ControllerName`, so one shared executor can discriminate;
- DI gained per-controller registration —
`AddRobotIntentExecutor<TExecutor>(controllerBrowseName)` and an
instance overload — so two genuinely different executors can coexist.

Resolution order is `WithExecutor` → per-controller DI registration →
the single DI executor → a build-time throw. There is still **no silent
fallback** to a rejecting executor; that was a Critical defect fixed in
#4165 and it stays fixed. `IIntentExecutor` is unchanged, so this is
purely additive.

## Declarations that were quietly untrue

- **`Accepts<T>` silently discarded a redeclaration.** Declaring an
intent type twice — say to narrow `cancelSupported` on the second call —
kept the first, wider declaration and said nothing. That is the same
class of defect as the capability-honesty problems #4165 fixed
(`PauseSupported` declaring a pause the host could not perform;
`Aborting` degrading silently to `Buffered`). Identical redeclarations
remain idempotent; conflicting ones now throw `BadInvalidArgument`.
- **`RI-Interop-40010` assumed Annex B item 3 rather than checking it.**
It now requires exact set equality between the OPC 40010
`TaskProgramName` values and the Robot Intent `ProgramType.ProgramId`
values. Both sides are readable from the address space without
commanding the robot, which is what makes the requirement structural
under §12.1.

## Two things the specification requires that this did not do

Re-checking the implementation against the merged draft revision turned
up two genuine violations. Both are fixed, and the NodeSet is untouched
by either.

- **Every graphed mission reported `Failed` on success.**
`MissionRules.SelectTransition` returned `null` for two different
situations — a graph *terminus*, which is the normal success path, and a
branch point whose conditions all evaluated false — and the caller
collapsed both into `Failed`/`NoTransition`. A three-way result
(`Terminus` / `Selected` / `NoConditionMatched`) separates them, so a
mission that runs to its end now completes. The failure reason surfaces
through the inherited Part 10 result container rather than a new member.
- **Facet URIs were never published.** An upstream `may` became a
`shall` in the revision this branch adopts.
`RobotIntentConformanceUris.Facets` held 31 URIs with **zero**
production references — the set existed but nothing emitted it. The
published set is now derived from `RobotIntentFacetCalculator`, the same
authority that already computed `SupportedFacets`, rather than from a
second hand-maintained list that could drift; a reflection test pins the
two together.

## An easy client mistake

`RequestAuthorityAsync` returns a lease the caller must remember to
inspect. Forgetting makes every later submission fail with
`ControlNotOwned` for reasons that are invisible at the call site.
`RequireAuthorityAsync` throws instead, and names the current owner.
`RequestAuthorityAsync` is untouched — inspecting and branching is
legitimate.

## Letting an agent drive the robot

New `tools/Opc.Ua.Mcp.Robotics` gives a language model the intent API as
MCP tools: 36 across discovery, monitoring, direct control and missions,
behind a `Robotics` tool profile, composable into any MCP host exactly
as the existing OPC UA tool packages are. The `IntentViewerClient`
sample hosts them behind `--mcp` (stdio by default, HTTP when `--view`,
since MCP stdio and the in-process viewer would otherwise share stdout),
and the sample gained a pallet scene so an agent can pick and stack
parts and watch the result in the OpenUSD viewer. All the scene logic is
server-side — no viewer or connector changes.

Four gaps in the client API had to be filled first, since the tools are
a thin layer over it and could not have been written honestly without
them: `ReadStateAsync`, `ListOperationsAsync`/`ListMissionsAsync`,
controller-level
`CancelIntent`/`CancelAll`/`Pause`/`Resume`/`Retry`/`ReleaseControl`,
and `WaitForCompletionAsync`.

The tools refuse rather than paper over: a refusal from the server is
returned with its `IntentFailureEnum` and never retried, and command
authority is never acquired as a side effect of a tool call.

**One defect this surfaced:** `--profile robotics` shipped 36 tools that
could not do anything. Every robotics tool resolves a named OPC UA
session and only the connection tools can open one, so with no `Connect`
in the catalogue the whole profile failed. A test had pinned the defect
in place, asserting the profile did *not* contain `Connect` on the line
below the `diagnostics` assertion requiring it. Each package now
declares its own requirement in its registration extension rather than
the host special-casing it, so an application embedding
`Opc.Ua.Mcp.Robotics` directly gets a usable catalogue without
reproducing the host's pairing. `Full` still takes the connection tools
from the core package, so they are never registered twice. The
replacement test states the invariant — a profile exposing
session-scoped tools must expose the tools that open a session — rather
than the instance.

## Making the MCP libraries trim and AOT clean

*Merged from #4228.*

`Opc.Ua.Mcp.Core` is now `IsAotCompatible` on `net10.0`, and the
reflection the analysers then reported is gone. Turning the analysers on
is the point: until now they were not running on these libraries at all
— including on the tool library this branch adds.

- **`OpcUaJsonHelper.Serialize`** went through `JsonSerializer` (IL2026
/ IL3050). The conversion helpers in that class already reduce every OPC
UA value to a closed set — `null`, the primitive scalars, `string`,
`Dictionary<string, object?>` and lists thereof — so the JSON is now
written directly with a `Utf8JsonWriter`.

Output is unchanged, and that is asserted rather than assumed:
`OpcUaJsonHelperTests.SerializeMatchesTheReflectionBasedSerializer`
compares the new writer byte for byte against `JsonSerializer` for every
shape the helpers emit, including all numeric widths, the
custom-formatted scalars, nested sequences and strings that force the
encoder to escape.

One deliberate contract change: arbitrary object graphs are no longer
accepted. Serializing them needs reflection, so `Serialize` now throws
`NotSupportedException` naming the type instead of silently stringifying
it. No call site in the repository passes anything outside the closed
set.

- **`McpSchemaFilters`** used `JsonSerializer.SerializeToElement` on a
`JsonObject`; it now parses the node's own text, which needs no
reflection.

`Opc.Ua.Mcp.Diagnostics` is deliberately **not** marked. It depends on
SharpPcap and on the reflective service-call dissection in
`Opc.Ua.Core.Diagnostics`, neither of which is trim safe — which is why
that package does not opt in either. Two improvements are kept
regardless: `PacketDecodeTools` serializes `DecodedServiceCall` through
a source-generated `JsonSerializerContext`, and
`PacketCaptureTools.ListInterfaces` now carries the
`RequiresUnreferencedCode` / `RequiresDynamicCode` annotations that
`NetworkInterfaceEnumerator.ListLocalInterfaces` already declares, so
the constraint is visible to callers instead of implicit. Nothing is
suppressed.

Marking an assembly `IsAotCompatible` only proves its own IL is clean;
it says nothing about whether the library still functions once
reflection is gone. So `Opc.Ua.Aot.Tests` references `Opc.Ua.Mcp.Core`
and exercises it with JSON reflection disabled, stating what is and is
not true today:

- tool **results** serialize without reflection — this would fail
outright if the `Utf8JsonWriter` change regressed;
- tool **registration** still requires reflection, because the MCP SDK
builds each tool's input schema by asking `JsonSchemaExporter` for a
`JsonTypeInfo` of every parameter type. Without a source-generated
context covering the tool signatures — and with the injected
`OpcUaSessionManager` being described rather than treated as a service —
that throws `NotSupportedException`.

The second test asserts the throw. It documents the remaining gap and
turns red the moment someone closes it, rather than leaving it to be
found in a published binary. The package README says the same thing in
prose.

**Two pre-existing issues this surfaced, both outside this PR:** pulling
`Opc.Ua.Mcp.Diagnostics` into an AOT publish reports `IL2046` / `IL3051`
on `NicCaptureSource.StartAsync`, which is annotated
`RequiresUnreferencedCode` / `RequiresDynamicCode` while the
`ICaptureSource.StartAsync` it implements is not, and `IL2075` on
`ServiceCallReassembler.GetCollectionCount` / `GetPropertyString`, which
call `Type.GetProperty` on the result of `GetType()`. Happy to file
these separately if useful.

## A generator that returned the value you opted out of

*Merged from #4227. Fixes #4226.*

`GetRandomNodeId(useBoundaryValues: false)` could still return
`NodeId.Null` — one of the boundary values the same method offers when
boundary values *are* requested. A caller that opted out should not
receive one, and `GetRandomExpandedNodeId` builds on it and inherited
the same behaviour.

The `IdType.Opaque` branch is the practical path:
`GetRandomByteString()` draws its length with
`NextInt32(MaxStringLength)`, which is inclusive of zero, and a
zero-length opaque identifier in namespace 0 satisfies `NodeId.IsNull`.
With three namespaces and `MaxStringLength` at 10 that is roughly **one
call in 130**. A numeric identifier of `0` in namespace 0 is null too,
at around one in four billion.

The draw is now repeated while the result is null and boundary values
were not requested. Guarding the result rather than the individual
branches covers every identifier type, including the numeric case,
rather than only the one that happens to be reachable today. The
`useBoundaryValues: true` path is untouched, so boundary values remain
available when they are asked for.

Four tests in `tests/Opc.Ua.Core.Tests/Types/DataGeneratorTests.cs` loop
20,000 draws, because at one call in 130 a single draw proves nothing.
Against the **unmodified** generator they fail on draw 93 and draw 1346.
Two of the four exist to keep the fix honest rather than to test the
bug: `GetRandomNodeIdStillProducesEveryIdentifierType` catches a "fix"
that simply stopped emitting opaque identifiers, which would satisfy the
null assertions while silently narrowing the generator, and
`GetRandomNodeIdWithBoundaryValuesStillYieldsThem` confirms the leak was
closed rather than the feature removed.

**How it was found:** an intermittent downstream test failure. A test
server initialising a static `NodeId`-valued variable via
`TestDataSystem.ReadValue` occasionally stored `NodeId.Null`; the
encoder correctly writes that as JSON `null`, and a consumer asserting a
value was present failed about one run in five — never reproducibly in
isolation. It only surfaced under load because `UnsecureRandom.Shared`
is a fixed-seed, process-global generator shared between `DataGenerator`
and OPC UA transport jitter, so the number of draws preceding
address-space initialisation depends on what else is running in the
process.

## A NodeSet parent that lived outside the import batch

*Merged from #4229.*

`UANodeSetHelpers.LinkParentChildRelationships` builds its lookup table
from **only the nodes in the current import batch**, links a child when
the parent is found — and then cleared `instance.Handle`
**unconditionally**, which is exactly where `Import` had stashed the
authored `ParentNodeId`. A node whose parent lives in another NodeSet,
or is owned by another NodeManager, therefore lost that parent
**silently** at import, and nothing downstream could recover it.
`RuntimeNodeSetNodeManager.CreateAddressSpaceAsync` already has a step
that wires references to external node managers; the parent link never
reached it.

Such a parent is now recorded rather than discarded, and exposed through
`UANodeSet.TryGetUnresolvedParentNodeId`. A parent that resolved
normally inside the batch is **not** recorded, so a caller does not
re-wire references that already exist. The record lives in a
`ConditionalWeakTable`, so it does not keep an imported node alive and
does not widen `NodeState` — whose `Handle` is a general-purpose slot a
caller may legitimately use for its own purposes, and so is not a safe
place to leave the value.

`RuntimeNodeSetNodeManager` consumes it to report the one case that
cannot be repaired automatically. In NodeSet2 the `ParentNodeId`
attribute is a *hint*; the authoritative edge is the entry under
`<References>`, which the reverse-reference pass already turns into an
external reference. A node that names an out-of-manager parent but
carries **no such Reference** materializes with no path from that
parent, and no ReferenceType can be inferred to synthesise one — so it
is reported as an authoring defect rather than guessed at or silently
accepted.

This is deliberately **not** a fix for a specific address-space symptom.
It removes a silent loss of authored information and gives callers the
means to act on it. Whether any particular orphaned-node report is
caused by this path, or by namespace-index translation elsewhere, still
needs separate diagnosis.

**Changed while merging.** As authored in #4229 the accessor was
`GetUnresolvedParentNodeId`, returning `NodeId?`. `NodeId` is a readonly
struct implementing `INullable`, so that was a `System.Nullable<NodeId>`
wrapped around a type that already carries its own null representation —
which this repository excludes in favour of an `IsNull` check, and it
asks for `TryGet` over casting on struct types. The tests
correspondingly asserted `Is.Null` against a struct, which the testing
rules also exclude. It is now `bool
TryGetUnresolvedParentNodeId(NodeState, out NodeId)`, yielding
`NodeId.Null` when there is no unresolved parent. The API is unshipped —
it arrives with this branch — so nothing depended on the previous shape.
Both tests were re-verified by mutation after the rewrite: disabling the
record in `LinkParentChildRelationships` still fails
`ImportKeepsAParentThatIsNotInTheSameBatch`.

## Dependencies

- **OpenUSD to `0.7.0-alpha`.** All 11 issues we filed upstream are
fixed, so the workarounds they justified are gone and the parts of the
pump and generator samples that were blocked on them are implemented.
- **ModelContextProtocol to `2.1.0`** across all five MCP tool libraries
and the executable. No code changes were needed — the surface we use is
unchanged in 2.x — but central package management required a cascade of
pins, each commented where it sits. Both transports were verified
against a running server rather than assumed. MCP 2.x is stateless (no
`initialize`, no `Mcp-Session-Id`); an OPC UA session is application
state addressed by a caller-supplied name, which fits that model but
does assume process affinity, and that assumption is now written down
rather than implied.

## Infrastructure

The `code coverage` gate was measuring nothing on this branch and
reporting success. It is fixed and now enforced, which immediately
exposed real gaps — most usefully `RoboticsIntentJson`, which parses
agent-supplied JSON (untrusted input from a language model) and had no
tests at all. It is now at full line coverage in CI. Patch coverage is
**90.20%** against a 75% floor.

The `netstandard2.1` build leg was also failing. The MCP projects build
as empty shells under a legacy `CustomTestTarget`, and the viewer sample
referenced them on the target framework alone, so it tried to resolve a
net10.0 shell from net8.0. The sample now derives MCP support from
whether those projects are actually being built.

## From review

A review pass over the branch found two real defects, both fixed.
`RoboticsIntentJson` parses JSON written by a language model, so every
malformed shape it can be handed is reachable input; it indexed pose
arrays without checking their length and enumerated properties without
checking their kind, so a short or wrongly-typed array escaped as
`IndexOutOfRangeException` or `InvalidOperationException` rather than
the argument error the tool descriptions promise the agent. Separately,
`IntentOperationHandle` treated a zero `QueuePosition` as "not observed"
and discarded it, so a handle kept reporting the last queued position
after the server had said the operation left the queue.

The pose validation immediately caught a latent test defect: the pallet
scenario interpolated doubles into JSON with the current culture, so
under a comma-decimal culture `[0.12, 0.16, 0.28]` became a six-element
array. It passed only because that submission is expected to be refused
for want of authority, so the wrong coordinates were never used.

A third review finding — that a default-constructed
`RobotIntentControllerState` hands out a null `NodeId` — was checked and
rejected: `NodeId`, `QualifiedName` and `LocalizedText` are readonly
structs here, so `default` is the null value and `IsNull` is `true`. The
tests asserting that invariant are kept.

A second review pass over the merged branch found two more, both fixed
and both about an error surfacing as the wrong kind of failure rather
than about a wrong result:

- **Malformed agent JSON did not arrive as an argument error.**
`RoboticsIntentJson` turns every *validation* failure into an
`ArgumentException` — a wrong root kind, a missing property, a short
pose array — but three `JsonDocument.Parse` calls and the NodeId parse
were unguarded. A syntax error escaped as `JsonException` and an
unparseable NodeId as `ServiceResultException`, which are the two shapes
a language model is most likely to produce. That is the same defect
class as the pose/kind checking above: a caller separating bad input
from a genuine fault had to know to catch three unrelated exception
types. Parsing now goes through one helper that reports a syntax error
as an `ArgumentException` naming the argument, keeping the
`JsonException` as the inner exception so the position is not lost, and
the NodeId goes through `NodeId.TryParse` rather than `Parse`,
collapsing its two failure modes into one.
`MalformedIntentJsonIsRejected` had asserted
`InstanceOf<JsonException>`, pinning the behaviour rather than the
intended contract; it now asserts `ArgumentException` like every
neighbouring test, and three tests cover the newly guarded paths.
- **`ConditionalWeakTable.Add` throws on a duplicate key.** Not
reachable today, but `TryGetUnresolvedParentNodeId` documents `Handle`
as a general-purpose slot a caller may use for its own purposes — and a
caller doing exactly that before re-importing into the same collection
would take a hard throw from inside the import pipeline. Removing first
makes the most recent import win. `AddOrUpdate` would say this more
directly but does not exist on `netstandard2.0`.

## Deliberately not fixed here

`FastenIntentDataType.Joint` is refused when the Server exposes no OPC
40450/40451 model, and a client cannot discover that before calling.
That is **not fixable in this repository**: §5.4.2 makes `Joint` the
defining mechanism while §11.3 says the parameters otherwise stand
alone, and `IntentCapabilityDataType` declares capabilities at
intent-type granularity with no member-level mechanism anywhere in the
model. It is a specification gap, raised as S4 on
[marcschier/opcua-drafts#60](https://github.com/marcschier/opcua-drafts/pull/60)
rather than worked around with a bespoke mechanism the spec does not
define.

## Validation

`dotnet build UA.slnx -c Release` on the merged branch — **0 errors, 0
warnings**, with the AOT analysers now running over `Opc.Ua.Mcp.Core`.

| Suite (net10.0) | Tests |
|---|---|
| `Opc.Ua.Core.Tests` | 4247 (86 skipped) |
| `Opc.Ua.Robotics.Tests` | 540 |
| `Opc.Ua.OpenUsd.Tests` | 909 |
| `Opc.Ua.Tools.Tests` | 419 |
| `Opc.Ua.Server.Tests` — `RuntimeNodeSet` | 94 |
| `Opc.Ua.Robotics.Intent.Tests` | 22 |
| `Opc.Ua.Aot.Tests` — `McpAotTests` | 3 |

0 failures. `Opc.Ua.Tools.Tests` rose from 409 to 419 with the
serializer-equivalence tests from #4228 and the malformed-JSON tests
from the second review pass, and `Opc.Ua.Core.Tests` covers the
`DataGenerator` tests from #4227 and the import tests from #4229.
`UANodeSetHelpers` also passes on **net48** (5/5). The MCP
agent-usability grader scores Core 100 / Full 100.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>
Copilot-Session: a248a589-9a20-4372-868e-5d347e57001b
Copilot-Session: 9e6a5abf-3299-4cd1-9855-010fedbf0ad8
Copilot-Session: a0718e8a-a158-45c5-929d-e1d6c0982431
2026-08-11 13:03:36 +02:00
0edfe237a6 Bound in-memory historian retention (#4234)
# Description

Bounds raw-data memory usage in `InMemoryHistorianProvider` with a
configurable source-timestamp retention window.

- Adds `RawDataRetentionPeriod`, defaulting to one hour; `TimeSpan.Zero`
restores unbounded retention.
- Keeps `MaxSamplesPerNode` as an additional hard cap, with both limits
enforced.
- Applies retention across bulk, best-effort, update-as-insert, and
transactional write paths.
- Refreshes the retained high-water timestamp after raw deletions so
later out-of-order inserts use the current archive contents.
- Explicitly keeps the ReferenceServer conformance historian unbounded
because it seeds a multi-hour archive and tests arbitrary historical
timestamps.
- Documents the default and configuration in `HistoricalAccess.md` and
the pump sample README.
- Adds regression coverage for defaults, custom and unbounded windows,
combined limits, bulk/atomic writes, out-of-order inserts, and both raw
deletion APIs.

## Related Issues

Addresses the multi-gigabyte memory growth observed when
`PumpDeviceIntegrationServer` runs continuously with its in-memory
historian enabled.

## Checklist

- [x] I have signed the CLA and read the CONTRIBUTING guide.
- [x] I have added tests that prove the fix is effective.
- [x] I have added the necessary documentation.
- [x] I have verified the targeted build and analyzer-enabled historian
test suite complete without warnings.
- [ ] I ran all tests locally using `UA.slnx` against .NET Framework and
.NET 10.
- [x] I have addressed all PR feedback received.

---------

Co-authored-by: Marc Schier <marcschier@users.noreply.github.com>
Co-authored-by: Marc Schier <marcschier@hotmail.com>
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-08-11 08:14:10 +02:00
Marc SchierandCopilot 9375a2431b Retire the IServerInternal bind mutators and freeze the bind phase (#4197)
## Stacked on #4193

Base is `marcschier/server-context`, which is itself based on #4188.
**Review #4188 and
#4193 first.** GitHub retargets each base automatically as the stack
merges.

Closes #4184.

## What this does

`IServerInternal` published twelve `Set*` binding methods plus
`CreateServerObjectAsync`,
so any holder of the interface could rewire a running server. This takes
them off the
interface and makes a late bind fail loudly.

## The audit changed the shape of the work

The plan this came from said "design a frozen bind phase". **One already
exists.**
`StandardServer` has a seventeen-method `Create*` factory seam, and
`DependencyInjectionStandardServer` overrides seven of those to resolve
from the container:

```csharp
protected override IRoleManager CreateRoleManager(IServerInternal server, ApplicationConfiguration configuration)
    => m_services.GetService<IRoleManager>() ?? base.CreateRoleManager(server, configuration);
```

`StandardServer` then carries each factory result into the datastore:

```csharp
ServerInternal.SetRoleManager(CreateRoleManager(m_serverInternal, configuration));
```

So an integrator already had two supported routes — override the
virtual, or register in
DI. `Set*` on the interface was a **third route that bypassed the
ordering**, and the only
one that let a caller rebind a running server.

The job was therefore to stop publishing plumbing, not to build a phase.

## Measurement

Every call site of the twelve mutators plus `CreateServerObjectAsync`:

| Area | Count | Where |
|---|---:|---|
| `Opc.Ua.Server` | **11** | `StandardServer.cs:3729–3844`, one
contiguous block |
| samples | **1** | `ReferenceServer.cs:219`, inside a
`CreateMasterNodeManager` override |
| tests | 20 | `ServerInternalDataTests` (18), `SubscriptionTests` (2) —
**all on the concrete `ServerInternalData`** |

`SetIdentityRegistry` had **zero** call sites anywhere.

The earlier estimate for this work was 268 files. That number counted
files *referencing*
`IServerInternal`, which this change never touches: the interface
survives and only the
mutators move off it.

## Commits

### `e719a88a` Add the missing `CreateUserManagement` factory seam

The one gap, and the reason this had to land first. User management was
the only subsystem
with **no factory seam** — the only way to populate
`IServerInternal.UserManagement` was
`SetUserManagement`, which is what `ReferenceServer` called from inside
a
`CreateMasterNodeManager` override. Removing the mutator without a
replacement would have
broken that scenario with no migration path.

The DI path at `OpcUaServerBuilderExtensions.cs:1178` builds a
`UserNamePasswordAuthenticator` from a registered `IUserManagement` — a
different thing
entirely that never reaches the Part 18 §5 model on the address space.

Purely additive. `ReferenceServer` moves onto the override.

The test covers the **override** seam rather than the DI seam
deliberately: registering an
`IUserManagement` in the container also switches on the
username/password authenticator, so
a DI-based test exercises two unrelated paths and fails for reasons
unrelated to binding.

### `cbcfda47` Remove `SetIdentityRegistry`

Zero call sites, despite a doc comment advertising it as the integrator
seam. The supported
route has always been
`ServerIdentityRegistryExtensions.RegisterDefaultAuthenticators`,
which *adds* authenticators to the default registry rather than
replacing it.
`IdentityRegistry` is read five times outside `Opc.Ua.Server`, so the
default is what every
consumer already uses.

**The analyzer confirmed the reading**: with the setter gone, `RCS1170`
fired on the
property — it is provably never reassigned after construction, so it is
now read-only.

### `ea0937a2` Take the bind mutators off `IServerInternal`

The mutators stay `public` on `ServerInternalData`, which owns the
state. Only the interface
loses them. The eleven call sites switch from the `ServerInternal`
property to the
`m_serverInternal` field, already typed `ServerInternalData?` — the same
one-token change
`GetStatus` and `EnterState` took in #4193.

**No test changed.** All twenty test call sites already used the
concrete type, which is the
clearest evidence these were never interface-level API.

`CS1574` found six doc comments across `IRoleManager`, `RoleManager`,
`IUserManagement`,
`UserManagement`, `IServerInternal` and `SessionManager` that pointed
integrators at the
mutators. They now point at the factory seam.

### `f3c4b9d3` Refuse to bind after the server has started

Each bind goes through a guard; `StandardServer` closes the phase once
the session manager
is in place. A late `Set*` throws
`ServiceResultException(BadInvalidState)` **naming the
operation** and pointing at the factory seam — otherwise the failure is
indistinguishable
from a configuration problem.

Rebinding *during* startup stays legal, which is what let both audit
hazards resolve with no
behaviour change:

- **`SetNodeManager` also binds three more managers**
(`DiagnosticsNodeManager`,
`ConfigurationNodeManager`, `CoreNodeManager`). Intentional — they are
reached through the
master node manager and have no independent lifetime — and now
documented rather than
  silent.
- **`SetSessionManager` unhooks the previous manager's handlers**, which
reads as
written-for-repeat-calls. Nothing rebinds it, but the freeze does not
make the path dead
either, since binding twice during startup is still allowed. Left as-is;
removing it is a
  separate question.

## Tests

Four new tests on the freeze: the refusal itself across four
representative mutators, that
the message names the operation, that rebinding stays legal until the
phase closes, and that
closing twice is harmless. Plus one hosted-server test for the
`CreateUserManagement` seam.

| Suite | net10.0 | net48 |
|---|---|---|
| `Opc.Ua.Server.Tests` | 4033 passed, 1 failed | 230 passed, 1 failed
(filtered) |
| `Opc.Ua.Redundancy.Server.Tests` | 573 passed | — |
| `Opc.Ua.Redundancy.Kubernetes.Tests` | 97 passed | n/a (net8/net10
only) |

The single failure is
`ConfigureApplicationBuildsSharedClientAndServerConfigurationAsync`, a
local certificate-store problem verified to reproduce unchanged at HEAD
with these changes
stashed. Not caused by this PR.

## Docs

`docs/MigrationGuide.md` gains a table mapping every removed mutator to
the `Create*`
override and the DI registration that replace it, plus the
`SetIdentityRegistry` removal
with its rationale.

## Net effect across #4193 and this PR

`IServerInternal` goes from ~460 lines to **~200**. It no longer
publishes locks, dead
members, or the ability to rewire a running server.

## Reviewer questions

- `CompleteBindPhase()` is public on `ServerInternalData` but
deliberately **not** on
`IServerInternal` — only the server owning the startup sequence should
decide when binding
  is over. Reasonable, or should it be `internal`?
- `SetSessionManager`'s unhook path is now unreachable in practice but
still legal during
startup. Leave it, or remove it and assert single-bind for that one
subsystem?

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: e9c13dd0-a6e3-4ad2-8ad6-1c3fe6323041
Copilot-Session: b3c0e146-5b9e-4d08-a0f6-db3f940484b1
Copilot-Session: d18f87e9-2484-44ce-98ce-463ba6cf5f63
2026-08-11 00:27:45 +02:00
Marc SchierandCopilot e05a820c91 Removal of the exposed diagnostics and node locks (#4188)
## What this is

Design analysis for `Opc.Ua.Server`, the two rounds of design
exploration behind it, and the first two implementation chunks it
recommends.

Draft: the analyses are ready to read, but the *conclusions* deserve
discussion before the larger phases proceed. Later chunks stack onto
this PR as they land.

| File | Kind | Lines |
|---|---|---:|
| `plans/NodeManagerAnalysis.md` | Evidence — the node-manager plugin
surface | 488 |
| `plans/ServerRuntimeAnalysis.md` | Evidence — the server runtime
cluster | 576 |
| `plans/ServerDesignExploration.md` | Design round 2 — delivery
strategy | 1,394 |
| `plans/ServerDesignExplorationAlt.md` | Design round 1 — four
interface designs | 2,119 |
| `src/Opc.Ua.Types/State/NodeState.cs` | **Code** — node self-guards
attributes | |
| `src/Opc.Ua.Types/State/BaseVariableState.cs` | **Code** — value
accessors take the lock | |
| `src/Opc.Ua.Server/NodeManager/AsyncCustomNodeManager.cs` | **Code** —
6 external locks removed | |
| `tests/…/NodeStateAttributeConcurrencyTests.cs` | **Code** —
concurrency safety net | 449 |

`docs/` is untouched — it holds shipped feature documentation, and none
of this is shipped API.

## The analyses

Counted mechanically over `src`, `samples` and `tests`; **every figure
is reproducible** from commands printed in each document.

**Node manager surface.** `AsyncCustomNodeManager` declares **93
`virtual`/`abstract` members** (80 distinct names). Across the
repository: **112 override sites, 25 distinct names ever overridden, 55
of 80 never**. Six carry nearly all real use. For scale,
`ReferenceNodeManager` is 6,373 lines and overrides **8**.

**Server runtime.** Seven findings, **two of which recommend no
change**. Findings 1–5 are filed as #4183–#4187. The headline is an
`object`-typed sync root published on three public interfaces and taken
in **88 `lock` statements across 7 files**, including a shipped sample.

**What is deliberately not flagged.** `IStandardServer` — 9 members over
5,575 lines, 16 of 37 virtuals used — is identified as the reference
shape to preserve. `IApplicationInstance` and the already-`[Obsolete]`
`Stop()` are examined and left alone.

## The design exploration

**Round 1** explored four alternative interfaces in parallel under the
current back-compat constraint. Its value is the convergence: four
designers who never saw each other's work independently arrived at a 6–9
member `IServerContext` replacing the 57-member locator, removal of the
`object` node-manager handle, elimination of the `Processed` protocol,
and `IHistorianProvider` as the pattern to copy.

**Round 2** re-runs it with back-compat lifted and asks how to deliver:
full rewrite versus side-by-side fork. **Both option designers
independently declined to recommend their own assignment.** Three
structural facts were verified:

1. **The fork line already sits at `IAsyncNodeManager`** — old and new
node managers can coexist with zero runtime changes, so a fork
duplicates ~10% of the assembly, not all of it.
2. **`[OpcUaShim]` cannot shim an inheritance surface** — honest
auto-fix ceiling for the authoring surface is **~10%**, against ~70% for
the shipped analyzers.
3. **A second lock leak exists** — `NodeState` takes `lock (this)` under
a `CA2002` suppression whose own comment documents the contract.

Recommendation: **neither pure option**, but a staged path reaching the
rewrite end state incrementally, gated on migrating the five
framework-internal node managers that today make it impossible for the
old base to ever freeze.

## Implementation: NodeState now guards its own attributes

This removes the prose-only contract in which `NodeState` took
`lock(this)` and every external caller was required to take
`lock(source)` on the node instance. The code already carried a TODO
describing exactly this fix and noting it required updating every
external site.

- The node self-guards rather than relying on callers.
`BaseVariableState` gains a **fully private** `System.Threading.Lock`
covering its value fields; `NodeState`'s other collections keep their
existing private locks.
- All **6** `lock(this)` sites and both `CA2002`/`RCS1059` suppressions
are gone.
- `Value`, `Timestamp` and `StatusCode` on `BaseVariableState` take the
lock too — without that, a direct property write raced an attribute read
once the external lock was gone.
- **6 of 9** external sites removed. Five were already redundant
(`GetReferences`, `GetChildren`, `ReferenceExists` and
`SetAreEventsMonitored` guard themselves; `FindMethod` reaches its state
via `GetChildren`); the sixth was an attribute read now covered by the
node's own lock.
- Attribute read/write deliberately take **no** node-wide lock: both
dispatch to caller-supplied handlers (`OnReadValue` and siblings) that
may take locks of their own, and holding a lock on the node across one
gives the node no fixed place in the lock order.
- **3 deliberately retained and annotated in code**: two `CreateBrowser`
calls, which are not internally synchronized (tracked in #4216), and one
in `CustomNodeManager`, whose class is slated for deletion so
refactoring its lock would be wasted work.

### No lock is exposed anywhere, to anyone

An earlier revision put the attribute lock on `NodeState` as `private
protected`, which still published a lock-sharing contract on the
inheritance surface. Review pushed back and it is gone:
`BaseVariableState` was the only user, so the lock moved there as a
plain `private readonly Lock`. There is no member for a derived type to
call, in this assembly or any other.

`BaseVariableValue` was the last public leak — it handed out the lock
guarding its value through a `public Lock` property, so any caller could
hold it across a call back into the stack. That property is removed:

- Derived value classes (what the source generator emits for every
structure variable) synchronize through a `protected EnterLock()` /
`ExitLock()` pair. Callback helpers were the first choice, but the
generated bodies pass `ref Variant` / `ref StatusCode` / `ref
DateTimeUtc`, and `ref` arguments cannot be captured by a lambda. The
lock *object* stays private either way.
- `NodeStateTemplates` emits the new form.
- `ServerInternalData`, the one cross-assembly caller, was reading the
lock back off a value it had itself constructed with that lock. It now
takes `m_diagnosticsLock` directly.

`NodeBrowser.DataLock` remains `protected` and is tracked in #4215: a
subclass extending `Next()` legitimately needs its enumeration state
atomic with the base browser's, so the fix needs a base-owned
acquisition rather than a deletion.

### Migration coverage for the removed lock members

None of the removed lock members get an `[Obsolete]` shim, and the
migration guide now says why: a shim would have to be `object`-typed to
keep old call sites compiling, and on .NET 9+ `lock (o)` on a
statically-`object` reference is `Monitor.Enter`, which does **not**
interlock with `Lock.Enter()`. It would compile, run, and silently
synchronize nothing — strictly worse than a compile error. Re-adding a
member to a downstream-implemented interface is also a break in its own
right on `net48` / `netstandard2.0`, where there are no default
interface methods.

Instead, every removed member has a named replacement on the migration
path:

| Rule | Covers | Replacement it names |
|---|---|---|
| `UA0024` | `IServerInternal` / `ISession` / `ISubscription`
`DiagnosticsLock`, `DiagnosticsWriteLock` |
`UpdateServerDiagnostics(...)` / `UpdateDiagnostics(...)`,
`ReadServerDiagnostics` / `ReadDiagnostics` |
| `UA0025` | `ILocalNode.DataLock`, `Node.DataLock` | a lock the caller
owns; the node guards its own state |
| `UA0026` | `BaseVariableValue.Lock` | a lock passed to the
`BaseVariableValue` constructor |

Each rule fires on sources still written against 1.5.378, where the
compiler only says a member is missing. `docs/MigrationGuide.md` gains a
section per removal with before/after.

### The tests earned their keep

The four concurrency tests were landed **first**, against the unmodified
code, because removing a synchronization contract cannot be verified by
the compiler and the existing `NodeStateHandlerConcurrencyTests` covers
a different concern (racing a handler assignment against a write, not
reader/writer exclusion). They now run with **no external locking**,
which is what demonstrates the node guards itself.

They caught two real problems, and one of them was mine:

- The `Value`/`StatusCode`/`Timestamp` setters bypassed the new lock — a
genuine race.
- One test asserted an invariant the design does not offer. Two property
setters are two lock acquisitions, so that pair was **never** atomic; it
only passed originally because the test held a lock across both. It now
uses a single attribute write carrying a whole `DataValue`, which
genuinely is atomic and is the path the server uses.

A third issue was found and fixed before it shipped: the reader loops
gated on `!writer.IsCompleted`, so a reader scheduled after the writer
finished performed zero reads — failing two runs in three on `net48`.
Converted to `do…while`; now five consecutive green runs.

**Verified:** `Stack.State` 116 passed on `net10.0` *and* `net48`; the
concurrency category green 5/5 consecutive on `net48`;
`Opc.Ua.Types.Tests` 8,456 passed; the server node-manager suite 1,205
passed, including `NodeManagerLifecycleTests` and
`AsyncCustomNodeManagerTests` which exercise the changed paths.

## Two corrections to my own published figures

Both were found while starting implementation, and both are recorded on
#4183.

**`ForceDiagnosticsScan()` was overstated.** The analysis claimed the
`DiagnosticsWriteLock` getter *"triggers a full address-space
diagnostics rescan"*. It is in fact a single flag assignment
(`DiagnosticsNodeManager.cs:700-703`) consumed by the read paths and the
periodic timer. The defect stands — a side-effecting property getter
with a racy write on a synchronisation path — but its cost was
misstated.

**The contract was 15 sites, not 19.** A naive search matched ten
comment and `#pragma` lines that *mention* `lock(source)` while
explaining it. The documents now carry a counting command that excludes
comment matches.

A third finding expanded scope the other way: the `object`-typed lock
leak is **repo-wide**, with ten such members across `Opc.Ua.Core`,
`Opc.Ua.Types` and `Opc.Ua.Server` — including `Node.DataLock => this`
and `ApplicationConfiguration.PropertiesLock => m_properties`, the same
defect class as `Subscription.DiagnosticsLock`.

## Caveats stated in the documents

- **Nothing in the designs is implemented or benchmarked.** Every
performance claim across all seven designs is a design intention, not a
measurement.
- The larger phases are a **major undertaking against a live plugin
API**; the documents say so rather than letting the neatness of the
proposals imply otherwise.
- The recommended sequencing puts low-risk, self-contained steps first
and notes they are **worth doing regardless** of which strategy is
eventually chosen.
- Round 2 notes the two option designers' cost estimates are **not
independent of their assignments**.

## Review guidance

The two analyses make factual claims checkable by running the included
commands. The design explorations are exploratory and need not be agreed
with to merge. The code change is small, test-backed, and independent of
which delivery strategy is eventually chosen.

Reasonable outcomes include merging as-is, merging only the analyses and
the lock fix, or disagreeing with the recommendation while keeping the
evidence.

---

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: e9c13dd0-a6e3-4ad2-8ad6-1c3fe6323041
Copilot-Session: d18f87e9-2484-44ce-98ce-463ba6cf5f63
2026-08-10 06:47:50 +02:00