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Marc Schier fde50c5700 Enforce ActivateSession transfer and reconnect security (OPC 10000-4 §5.7.3.1) (#4050)
# Description

This draft isolates the Session/ActivateSession, reconnect, and
distributed Session security work split from #4021.

### Failure

- `ActivateSession` could transfer a Session to a new SecureChannel
without consistently enforcing the original client certificate,
MessageSecurityMode, SecurityPolicy, and exact OPC `ClientUserId`
semantics.
- Missing or legacy distributed Session security state did not provide
enough information to validate transfer safely.
- Malformed or reused nonces, concurrent activation, and cancellation
could leave activation state inconsistent.
- Client reconnect could treat recoverable Session-loss/security
responses as fatal, reuse a Session after client-certificate rotation,
or report a managed channel ready before Session recreation completed.

### Fix

- Serialize activation, consume server nonces once, validate application
signatures and user tokens asynchronously, and enforce transfer
continuity against the original channel and authenticated identity.
- Persist versioned transfer-security state for distributed Sessions and
fail closed when certificate, identity, activation, or nonce state is
absent or invalid.
- Validate server signatures/nonces on the client, recreate Sessions for
certificate rotation and recoverable activation failures, and await
participant recreation before transitioning the managed channel to
`Ready`.
- Make the restart recovery integration test use bounded reconnect
cycles instead of a fixed startup delay.

### Specification

- OPC 10000-4 §5.7.2.2 — CreateSession signatures and nonces.
- OPC 10000-4 §5.7.3.1 — ActivateSession identity continuity and
SecureChannel transfer.
- OPC 10000-4 §6.1.8 — application nonce generation, validation, and
reuse requirements.

### Validation

- `git diff --check`
- Release `net10.0`: `Opc.Ua.Redundancy.Server.Tests` 567/567 plus the
targeted server Session, Subscription transfer, ClientUserId, client
reconnect and certificate rotation suites pass.
- Release `net48`: the same redundancy suite (567/567) and the targeted
Session/Subscription suites pass.
- Full `Opc.Ua.Server.Tests` run on `net10.0`: 3633/3634. The single
failure,
`ServerFluentApiHostingTests.ConfigureApplicationBuildsSharedClientAndServerConfigurationAsync`,
reproduces identically on the unmodified commit and is a local
certificate-store path issue rather than a regression.

These were targeted validation runs; no long-soak result is claimed.
2026-07-28 12:07:02 +02:00

406 lines
16 KiB
C#

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#nullable enable
using System;
using System.Collections.Generic;
using System.Text;
using Moq;
using NUnit.Framework;
using Opc.Ua.Security.Certificates;
namespace Opc.Ua.Server.Tests
{
/// <summary>
/// Unit tests for the ClientUserId derivation used to compare authenticated
/// Session owners during ActivateSession transfer and Subscription transfer
/// (OPC 10000-4 §5.7.3.1).
/// </summary>
[TestFixture]
[Category("Session")]
[Category("Security")]
[Parallelizable]
public sealed class ClientUserIdResolverTests
{
[Test]
public void ResolveRejectsNullArguments()
{
var anonymousToken = new AnonymousIdentityTokenHandler();
Assert.Multiple(() =>
{
Assert.That(
() => ClientUserIdResolver.Resolve(null!, new UserIdentity()),
Throws.TypeOf<ArgumentNullException>());
Assert.That(
() => ClientUserIdResolver.Resolve(anonymousToken, null!),
Throws.TypeOf<ArgumentNullException>());
});
}
[Test]
public void ResolveRejectsTokenTypeThatDoesNotDefineAClientUserId()
{
var handler = new Mock<IUserIdentityTokenHandler>();
handler.SetupGet(h => h.Token).Returns(new UserIdentityToken());
var identity = new UserIdentity();
ServiceResultException exception = Assert.Throws<ServiceResultException>(
() => ClientUserIdResolver.Resolve(handler.Object, identity))!;
Assert.That(exception.StatusCode, Is.EqualTo(StatusCodes.BadIdentityTokenInvalid));
}
[Test]
public void TryResolveReportsFailureInsteadOfThrowingForUnsupportedTokens()
{
var handler = new Mock<IUserIdentityTokenHandler>();
handler.SetupGet(h => h.Token).Returns(new UserIdentityToken());
bool resolved = ClientUserIdResolver.TryResolve(
handler.Object,
new UserIdentity(),
out string? clientUserId);
Assert.Multiple(() =>
{
Assert.That(resolved, Is.False);
Assert.That(clientUserId, Is.Null);
});
}
[Test]
public void TryResolveReportsSuccessAndNullClientUserIdForAnonymousTokens()
{
var anonymousToken = new AnonymousIdentityTokenHandler();
bool resolved = ClientUserIdResolver.TryResolve(
anonymousToken,
new UserIdentity(),
out string? clientUserId);
Assert.Multiple(() =>
{
Assert.That(resolved, Is.True);
Assert.That(clientUserId, Is.Null);
});
}
[Test]
public void ResolveRejectsX509TokenWithoutCertificateData()
{
var x509Token = new X509IdentityTokenHandler(new X509IdentityToken());
ServiceResultException exception = Assert.Throws<ServiceResultException>(
() => ClientUserIdResolver.Resolve(x509Token, new UserIdentity(x509Token)))!;
Assert.That(exception.StatusCode, Is.EqualTo(StatusCodes.BadIdentityTokenInvalid));
}
[Test]
public void ResolveUsesIssuedTokenClaimsWhenIssuerAndSubjectPropertiesAreUnset()
{
var issuedToken = new IssuedIdentityTokenHandler(new IssuedIdentityToken
{
PolicyId = Profiles.JwtUserToken
});
var identity = new JwtUserIdentity(
issuedToken,
new Dictionary<string, object?>
{
["iss"] = "https://claims.example/",
["sub"] = "claims-subject"
},
[],
[],
issuer: null,
subject: null);
Assert.That(
ClientUserIdResolver.Resolve(issuedToken, identity),
Is.EqualTo("https://claims.example/claims-subject"));
}
[Test]
public void ResolveRejectsIssuedTokenWhoseClaimsOmitTheSubject()
{
var issuedToken = new IssuedIdentityTokenHandler(new IssuedIdentityToken
{
PolicyId = Profiles.JwtUserToken
});
var identity = new JwtUserIdentity(
issuedToken,
new Dictionary<string, object?>
{
["iss"] = "https://claims.example/"
},
[],
[],
issuer: null,
subject: null);
ServiceResultException exception = Assert.Throws<ServiceResultException>(
() => ClientUserIdResolver.Resolve(issuedToken, identity))!;
Assert.That(exception.StatusCode, Is.EqualTo(StatusCodes.BadIdentityTokenInvalid));
}
[Test]
public void ResolveRejectsJwtWithoutDecryptedTokenData()
{
var jwtToken = new IssuedIdentityTokenHandler(Profiles.JwtUserToken, []);
ServiceResultException exception = Assert.Throws<ServiceResultException>(
() => ClientUserIdResolver.Resolve(jwtToken, new UserIdentity(jwtToken)))!;
Assert.That(exception.StatusCode, Is.EqualTo(StatusCodes.BadIdentityTokenInvalid));
}
[TestCase("\"not-an-object\"", TestName = "PayloadIsNotAJsonObject")]
[TestCase("{\"iss\":\"https://issuer.example/\"}", TestName = "PayloadOmitsSubject")]
[TestCase("{\"sub\":42}", TestName = "PayloadSubjectIsNotAString")]
[TestCase("{\"sub\":\"\"}", TestName = "PayloadSubjectIsEmpty")]
[TestCase("{\"sub\":\"owner\",\"iss\":42}", TestName = "PayloadIssuerIsNotAString")]
[TestCase("{\"sub\":", TestName = "PayloadIsMalformedJson")]
public void ResolveRejectsJwtPayloadWithoutStableOwner(string payloadJson)
{
var jwtToken = new IssuedIdentityTokenHandler(
Profiles.JwtUserToken,
CreateJwt(Base64UrlEncode(payloadJson)));
ServiceResultException exception = Assert.Throws<ServiceResultException>(
() => ClientUserIdResolver.Resolve(jwtToken, new UserIdentity(jwtToken)))!;
Assert.That(exception.StatusCode, Is.EqualTo(StatusCodes.BadIdentityTokenInvalid));
}
[Test]
public void ResolveRejectsJwtWhosePayloadIsNotValidBase64Url()
{
var jwtToken = new IssuedIdentityTokenHandler(
Profiles.JwtUserToken,
CreateJwt("@@@@"));
ServiceResultException exception = Assert.Throws<ServiceResultException>(
() => ClientUserIdResolver.Resolve(jwtToken, new UserIdentity(jwtToken)))!;
Assert.That(exception.StatusCode, Is.EqualTo(StatusCodes.BadIdentityTokenInvalid));
}
[Test]
public void ResolveDecodesJwtPayloadThatRequiresTwoPaddingCharacters()
{
// The payload is 13 bytes, so its unpadded Base64Url form has a length
// of 18 and the decoder has to append "==" before decoding it.
const string payload = "{\"sub\":\"abc\"}";
Assert.That(Base64UrlEncode(payload).Length % 4, Is.EqualTo(2));
var jwtToken = new IssuedIdentityTokenHandler(
Profiles.JwtUserToken,
CreateJwt(Base64UrlEncode(payload)));
Assert.That(
ClientUserIdResolver.Resolve(jwtToken, new UserIdentity(jwtToken)),
Is.EqualTo("abc"));
}
[Test]
public void ResolveDecodesJwtPayloadThatRequiresOnePaddingCharacter()
{
// The payload is 11 bytes, so its unpadded Base64Url form has a length
// of 15 and the decoder has to append a single "=" before decoding it.
const string payload = "{\"sub\":\"a\"}";
Assert.That(Base64UrlEncode(payload).Length % 4, Is.EqualTo(3));
var jwtToken = new IssuedIdentityTokenHandler(
Profiles.JwtUserToken,
CreateJwt(Base64UrlEncode(payload)));
Assert.That(
ClientUserIdResolver.Resolve(jwtToken, new UserIdentity(jwtToken)),
Is.EqualTo("a"));
}
/// <summary>
/// Builds a JWT whose payload segment is used verbatim, so that malformed
/// segments can be exercised.
/// </summary>
private static byte[] CreateJwt(string payloadSegment)
{
return Encoding.UTF8.GetBytes(
$"{Base64UrlEncode("{}")}.{payloadSegment}.signature");
}
[Test]
public void ContinuityKeyIsNullForAnonymousIdentities()
{
Assert.That(
ClientUserIdResolver.ResolveContinuityKey(
new AnonymousIdentityTokenHandler(),
new UserIdentity()),
Is.Null);
}
[Test]
public void ContinuityKeySeparatesIssuerFromSubject()
{
// "ab" + "c" and "a" + "bc" both describe the same fused diagnostic
// ClientUserId, so the continuity key has to keep them apart.
string? first = ResolveIssuedTokenContinuityKey("ab", "c");
string? second = ResolveIssuedTokenContinuityKey("a", "bc");
Assert.Multiple(() =>
{
Assert.That(first, Is.Not.Null);
Assert.That(second, Is.Not.Null);
Assert.That(first, Is.Not.EqualTo(second));
});
}
[Test]
public void ContinuityKeySeparatesAnAbsentIssuerFromAnEmptyIssuer()
{
string? absent = ResolveIssuedTokenContinuityKey(null, "abc");
string? empty = ResolveIssuedTokenContinuityKey(string.Empty, "abc");
Assert.That(absent, Is.Not.EqualTo(empty));
}
[Test]
public void ContinuityKeySeparatesTokenTypesSharingAnIdentifier()
{
// A user name may be spelled exactly like a certificate subject; the
// two are different principals and must not transfer to each other.
const string identifier = "CN=ClientUserIdResolverTests";
var userNameToken = new UserNameIdentityTokenHandler(identifier, [1, 2, 3]);
using Certificate certificate = DefaultCertificateFactory.Instance
.CreateCertificate(identifier)
.SetRSAKeySize(CertificateFactory.DefaultKeySize)
.CreateForRSA();
var x509Token = new X509IdentityTokenHandler(new X509IdentityToken
{
CertificateData = certificate.RawData.ToByteString()
});
string? userNameKey = ClientUserIdResolver.ResolveContinuityKey(
userNameToken,
new UserIdentity(userNameToken));
string? certificateKey = ClientUserIdResolver.ResolveContinuityKey(
x509Token,
new UserIdentity(x509Token));
Assert.Multiple(() =>
{
// The diagnostic ClientUserId is identical for both identities.
Assert.That(
ClientUserIdResolver.Resolve(userNameToken, new UserIdentity(userNameToken)),
Is.EqualTo(ClientUserIdResolver.Resolve(x509Token, new UserIdentity(x509Token))));
Assert.That(userNameKey, Is.Not.EqualTo(certificateKey));
});
}
[Test]
public void ResolveKeepsTheHumanReadableDiagnosticClientUserId()
{
// OPC 10000-5 reports ClientUserId for diagnostics, so it must stay
// readable even though the continuity key is an encoded form.
var userNameToken = new UserNameIdentityTokenHandler("alice", [1, 2, 3]);
Assert.Multiple(() =>
{
Assert.That(
ClientUserIdResolver.Resolve(userNameToken, new UserIdentity(userNameToken)),
Is.EqualTo("alice"));
Assert.That(
ResolveIssuedTokenDiagnosticId("https://issuer.example/", "subject-42"),
Is.EqualTo("https://issuer.example/subject-42"));
});
}
[Test]
public void TryResolveContinuityKeyReportsFailureForUnsupportedTokens()
{
var handler = new Mock<IUserIdentityTokenHandler>();
handler.SetupGet(h => h.Token).Returns(new UserIdentityToken());
bool resolved = ClientUserIdResolver.TryResolveContinuityKey(
handler.Object,
new UserIdentity(),
out string? continuityKey);
Assert.Multiple(() =>
{
Assert.That(resolved, Is.False);
Assert.That(continuityKey, Is.Null);
});
}
private static string? ResolveIssuedTokenContinuityKey(string? issuer, string subject)
{
(IssuedIdentityTokenHandler token, JwtUserIdentity identity) =
CreateIssuedIdentity(issuer, subject);
return ClientUserIdResolver.ResolveContinuityKey(token, identity);
}
private static string? ResolveIssuedTokenDiagnosticId(string? issuer, string subject)
{
(IssuedIdentityTokenHandler token, JwtUserIdentity identity) =
CreateIssuedIdentity(issuer, subject);
return ClientUserIdResolver.Resolve(token, identity);
}
private static (IssuedIdentityTokenHandler Token, JwtUserIdentity Identity) CreateIssuedIdentity(
string? issuer,
string subject)
{
var token = new IssuedIdentityTokenHandler(new IssuedIdentityToken
{
PolicyId = Profiles.JwtUserToken
});
var identity = new JwtUserIdentity(
token,
new Dictionary<string, object?>(),
[],
[],
issuer,
subject);
return (token, identity);
}
private static string Base64UrlEncode(string value)
{
return Convert.ToBase64String(Encoding.UTF8.GetBytes(value))
.TrimEnd('=')
.Replace('+', '-')
.Replace('/', '_');
}
}
}