Files
UA-.NETStandard/Libraries/Opc.Ua.Client/Subscription/SubscriptionManagerSerializer.cs
Marc Schier 87f253bb47 Support unbounded monitored items per subscription via automatic partitioning (#3869)
# Description

Adds **unbounded monitored items per subscription** to the V2
`ManagedSession` subscription engine via automatic, transparent
partitioning. Top-level public API and runtime semantics for callers
that stay under the server's `MaxMonitoredItemsPerSubscription` cap are
unchanged; callers that exceed the cap continue to succeed instead of
failing with `BadTooManyMonitoredItems`.

## Approach (OPC UA Part 4 1.05.07 conformant)

- The public `ISubscription` is now a `LogicalSubscription` that owns
one **primary** and zero-or-more **secondary** `Subscription`
partitions, each a real server-side subscription.
- `CompositeMonitoredItemCollection` aggregates the per-partition
`MonitoredItemCollection` views so `Items`, indexer access, and
enumeration look unsharded to the caller.
- `PartitionPlacementPolicy` decides the target partition at
`TryAddMonitoredItem` time:
- **`StrictAffinity`** — keep items tagged with the same `Affinity`
co-located until the partition fills, then split with a one-time
warning.
- **`BestEffortAffinity`** (default) — prefer co-location but spill
silently when the partition is full.
- No affinity → fall back to the least-loaded partition (or the
primary).
- `PartitionForwardingHandler` proxies notifications from secondary
partitions to the caller's handler with the **primary partition's**
`ISubscription` identity, so handler code never observes the split.
- **Durable subscriptions (Part 4 §5.13.9):** when `SetAsDurableAsync`
runs before any items are added, the wrapper records the intent and
installs an `OnAfterCreateAsync` hook on every existing partition. Each
newly-minted secondary inherits the hook so `SetSubscriptionDurable` is
invoked between `CreateSubscription` and `CreateMonitoredItems` — the
only order the standard allows.
- **Snapshot/restore** preserves the partition layout so reconnect and
failover restore items into the same partition they were created in,
with affinity tags intact.
- Secondary partitions that go idle (no items, no pending
`CreateMonitoredItems`) are deleted to release server resources.

## Performance

Hot-path dispatch goes through the primary partition unchanged for the
unsharded case (single-partition fast path); the forwarding handler only
allocates on the multi-partition path. The performance smoke test in
`Tests/Opc.Ua.Stress.Tests` shows no regression.

## New configuration

```csharp
session.AddSubscription(handler, new SubscriptionOptions
{
    MaxMonitoredItemsPerPartition = 5000,          // optional cap per server-side subscription
    PartitionPlacementPolicy =                      // optional placement policy
        PartitionPlacementPolicy.StrictAffinity
});

sub.TryAddMonitoredItem(
    name,
    nodeId,
    o => o with { Affinity = "machine-A" },         // optional co-location hint
    out _);
```

Defaults preserve pre-change behaviour (`MaxMonitoredItemsPerPartition =
uint.MaxValue`, `BestEffortAffinity`).

## New types (Libraries/Opc.Ua.Client/Subscription)

| File | Purpose |
| --- | --- |
| `CompositeMonitoredItemCollection.cs` | Aggregate collection view |
| `ILogicalSubscription.cs` / `IPartitionedSubscription.cs` | Internal
contracts used by tests and infrastructure |
| `LogicalSubscription.cs` | Wrapper that owns the partitions |
| `PartitionForwardingHandler.cs` | Notification proxy |
| `PartitionPlacementPolicy.cs` | Affinity-aware item placement |

Modified: `ISubscriptionNotificationHandler`, `MonitoredItemManager`,
`MonitoredItemOptions` (adds `Affinity`), `Subscription`,
`SubscriptionManager`, `SubscriptionOptions` (adds
`MaxMonitoredItemsPerPartition`, `PartitionPlacementPolicy`),
`SubscriptionManagerSerializer`, `MonitoredItemStateSnapshot`,
`SubscriptionStateSnapshot`, `ManagedSessionExtensions`.

## Documentation

- New: `Docs/UnboundedSubscriptions.md` — feature overview, affinity
semantics, snapshot/durable interaction.
- Cross-links added in `Docs/Sessions.md`, `Docs/MigrationGuide.md`,
`Docs/README.md`.

## Validation

| Suite | Result |
| --- | --- |
| Unit tests for new types — `Opc.Ua.Client.Tests.Subscription.*`
(net10.0 + net48) | **39 / 39** |
| All `Opc.Ua.Client.Subscriptions.*` unit tests (net48) | **152 / 152**
|
| Integration — `Opc.Ua.Subscriptions.Tests.UnboundedSubscriptionTests`
(net10.0 + net48) | **3 / 3** (1 durable-only skipped) |
| Integration — `Opc.Ua.Subscriptions.Durable.Tests.*V2Async` (net10.0)
| **6 / 6** (incl. new `DurableLifetimeAppliesToAllPartitionsV2Async`) |
| Adjacent — `Opc.Ua.Sessions.Tests` (net10.0) | **690 / 690** |
| Adjacent — `Opc.Ua.Subscriptions.Classic.Tests` (net10.0) | **32 /
32** |
| Adjacent — `Opc.Ua.Features.Tests` (net10.0) | **128 / 128** |
| Adjacent — `Opc.Ua.Stress.Tests` (net10.0) | **159 / 159** |
| NativeAOT smoke — `Opc.Ua.Aot.Tests.SubscriptionAotTests` (win-x64) |
**5 / 5** (incl. new `UnboundedSubscriptionWithCapAotAsync`) |

## Compatibility

- **No public type removed**, **no obsoletions added**.
- Public surface on `ISubscription` / `ManagedSession` unchanged.
- New options non-breaking by default (`MaxMonitoredItemsPerPartition =
uint.MaxValue` preserves prior behaviour; `BestEffortAffinity` matches
the closest analogue to the prior single-partition semantics).
- Classic V1 subscription engine unchanged.

## Related Issues

- _No tracking issue filed — please reference the appropriate one if any
exists._


## Security review

Scoped against Microsoft Service Tree
``59eec07a-6f20-42b9-b41b-d20e0a6322da`` (Azure Industrial IoT) using a
combination of the security-agent MCP (code-integrity, secrets-usage,
tls, policy-governance, ai-chat) and the ``security-review`` SAST
sub-agent on the PR diff. Bar: SDL secure-coding for a client library +
OPC UA Part 2 / Part 4 §5.5 / §5.13 spec.

Fixed in commit ``c6997689``:

| # | Sev | Title | Fix |
| --- | --- | --- | --- |
| 1 | CRITICAL | Unbounded partition fan-out under hostile server
(CWE-400/770) | Added ``SubscriptionOptions.MaxPartitionCount`` (default
``32``), enforced in ``PartitionPlacementPolicy``, surfaced as
``PlacementDecision.RejectMaxPartitionCountReached`` |
| 2 | HIGH | Snapshot ``LogicalGroupId`` option-consistency not
validated (CWE-502) | ``ValidateAndSortGroup`` now asserts all snapshots
in a group agree on every subscription-wide option |
| 3 | MEDIUM | Restore-path secondaries bypassed
``PartitionForwardingHandler`` (CWE-362) |
``AttachSecondaryPartitionAsync`` now reuses the wrapper's forwarding
handler when present |

Findings explicitly assessed and dismissed (sub-agent confirmed):
* Affinity-index growth — uses ``StringComparer.Ordinal`` (no
CVE-2022-29117 class); growth is application-controlled, not
attacker-controlled.
* Idle-timer race vs ``DisposeAsync`` — race exists; worst case is a
swallowed ``ObjectDisposedException``. No attacker trigger.
* Cross-wrapper notification routing — each ``Add`` allocates its own
forwarding handler; ``BindLogical`` rejects re-binding; no structural
path for crosstalk.
* OPC UA Part 4 §5.13.6 (``SetTriggering`` cross-partition) — enforced
by ``LogicalSubscription.SetTriggeringAsync``.
* OPC UA Part 4 §5.13.9 (durable hook ordering) — installed uniformly on
every minted partition.

Validation: ``Opc.Ua.Client`` builds clean on net10.0; 43 V2 unit tests
+ 3 unbounded integration tests + 6 V2 durable integration tests all
pass.
## 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.
2026-06-12 18:57:38 +02:00

282 lines
12 KiB
C#

/* ========================================================================
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*
* OPC Foundation MIT License 1.00
*
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*
* The above copyright notice and this permission notice shall be
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* HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY,
* WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING
* FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR
* OTHER DEALINGS IN THE SOFTWARE.
*
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* ======================================================================*/
using System;
using System.Collections.Generic;
using System.Globalization;
using System.IO;
using System.Threading;
using System.Threading.Tasks;
namespace Opc.Ua.Client.Subscriptions
{
/// <summary>
/// Save / Load support for the V2 <see cref="SubscriptionManager"/>.
/// </summary>
/// <remarks>
/// <para>
/// The on-wire format is the OPC UA <see cref="BinaryEncoder"/> format.
/// Each subscription is captured as a
/// <see cref="SubscriptionStateSnapshot"/> — an
/// <see cref="IEncodeable"/> emitted by the
/// <see cref="DataTypeAttribute"/> source generator — and written
/// directly via <see cref="IEncoder.WriteEncodeable{T}(string, T)"/>.
/// The reader instantiates <see cref="SubscriptionStateSnapshot"/>
/// statically by type (no <see cref="ExpandedNodeId"/> lookup is
/// required because the wire schema is implicit in the call site).
/// Future schema evolution is handled by adding new optional fields
/// to the snapshot record — they are encoded only when set and
/// recognized via <see cref="IDecoder.HasField(string)"/> by the
/// reader.
/// </para>
/// <para>
/// The stream still preserves the source session's namespace and
/// server URI tables so the snapshot is portable across sessions
/// whose tables index URIs at different positions; the loader
/// remaps those indices into the target session's tables before
/// decoding each snapshot's <c>NodeId</c> fields.
/// </para>
/// </remarks>
internal static class SubscriptionManagerSerializer
{
#pragma warning disable RCS1229 // Use async/await when necessary - this path is synchronous; ValueTask wraps work for future async I/O
public static ValueTask SaveAsync(
SubscriptionManager manager,
Stream stream,
IServiceMessageContext messageContext,
IEnumerable<ISubscription>? subscriptions,
CancellationToken ct = default)
#pragma warning restore RCS1229
{
ct.ThrowIfCancellationRequested();
if (manager == null)
{
throw new ArgumentNullException(nameof(manager));
}
if (stream == null)
{
throw new ArgumentNullException(nameof(stream));
}
if (messageContext == null)
{
throw new ArgumentNullException(nameof(messageContext));
}
// Capture a snapshot per selected subscription. Default =
// all subscriptions managed by this instance. The public
// surface is the LogicalSubscription wrapper, which may
// own multiple partitions — emit one snapshot per
// partition so a later LoadAsync can regroup via
// SubscriptionStateSnapshot.LogicalGroupId. The older
// concrete Subscription path is retained for tests /
// direct usage.
IEnumerable<ISubscription> selected =
subscriptions ?? manager.Items;
var snapshots = new List<SubscriptionStateSnapshot>();
foreach (ISubscription s in selected)
{
if (s is LogicalSubscription logical)
{
snapshots.AddRange(logical.SnapshotAllPartitions());
}
else if (s is Subscription concrete)
{
snapshots.Add(concrete.Snapshot());
}
}
using var encoder = new BinaryEncoder(stream, messageContext, true);
encoder.WriteStringArray(null, messageContext.NamespaceUris.ToArrayOf());
encoder.WriteStringArray(null, messageContext.ServerUris.ToArrayOf());
encoder.WriteInt32(null, snapshots.Count);
foreach (SubscriptionStateSnapshot snapshot in snapshots)
{
// Write the snapshot directly as an IEncodeable.
// Schema identity is statically encoded by the call site
// (we always read back a SubscriptionStateSnapshot); schema
// evolution is handled by adding new optional fields with
// CanOmitFields-aware encoding.
encoder.WriteEncodeable(null, snapshot);
}
return default;
}
public static async ValueTask<IReadOnlyList<ISubscription>> LoadAsync(
SubscriptionManager manager,
Stream stream,
IServiceMessageContext messageContext,
Func<string, ISubscriptionNotificationHandler> handlerFactory,
bool transferSubscriptions,
CancellationToken ct)
{
if (manager == null)
{
throw new ArgumentNullException(nameof(manager));
}
if (stream == null)
{
throw new ArgumentNullException(nameof(stream));
}
if (messageContext == null)
{
throw new ArgumentNullException(nameof(messageContext));
}
if (handlerFactory == null)
{
throw new ArgumentNullException(nameof(handlerFactory));
}
using var decoder = new BinaryDecoder(stream, messageContext, true);
ArrayOf<string?> nsUris = decoder.ReadStringArray(null);
ArrayOf<string?> serverUris = decoder.ReadStringArray(null);
decoder.SetMappingTables(
nsUris.IsNull
? new NamespaceTable()
: new NamespaceTable(nsUris.Memory.ToArray()!),
serverUris.IsNull
? new StringTable()
: new StringTable(serverUris.Memory.ToArray()!));
int count = decoder.ReadInt32(null);
if (count <= 0)
{
return [];
}
// Read every snapshot off the wire first; we group by
// LogicalGroupId before restoring so multi-partition
// wrappers come back as one logical subscription.
var raw = new List<SubscriptionStateSnapshot>(count);
for (int i = 0; i < count; i++)
{
ct.ThrowIfCancellationRequested();
raw.Add(decoder.ReadEncodeable<SubscriptionStateSnapshot>(null));
}
var restored = new List<ISubscription>();
int handlerIndex = 0;
// 1) Standalone snapshots (LogicalGroupId == null) keep
// today's behavior — one wrapper per snapshot. This
// covers V1 snapshot files where LogicalGroupId did
// not exist on the wire (decodes as null).
// 2) Grouped snapshots are validated as a contiguous
// 0..N-1 PartitionIndex sequence with exactly one
// primary and the same LogicalGroupId. Any
// discrepancy throws BadDecodingError so a corrupted
// snapshot fails loudly rather than silently
// fragmenting state.
var groups = new Dictionary<string, List<SubscriptionStateSnapshot>>(
StringComparer.Ordinal);
var standalone = new List<SubscriptionStateSnapshot>();
foreach (SubscriptionStateSnapshot snap in raw)
{
if (string.IsNullOrEmpty(snap.LogicalGroupId))
{
standalone.Add(snap);
}
else
{
if (!groups.TryGetValue(snap.LogicalGroupId,
out List<SubscriptionStateSnapshot>? bucket))
{
bucket = [];
groups[snap.LogicalGroupId] = bucket;
}
bucket.Add(snap);
}
}
foreach (SubscriptionStateSnapshot snap in standalone)
{
ct.ThrowIfCancellationRequested();
string syntheticName = handlerIndex.ToString(
CultureInfo.InvariantCulture);
handlerIndex++;
ISubscription subscription = await manager.RestoreAsync(
handlerFactory(syntheticName),
snap,
transferSubscriptions,
ct).ConfigureAwait(false);
restored.Add(subscription);
}
foreach (KeyValuePair<string, List<SubscriptionStateSnapshot>> entry in groups)
{
ct.ThrowIfCancellationRequested();
List<SubscriptionStateSnapshot> ordered =
ValidateAndSortGroup(entry.Key, entry.Value);
string syntheticName = handlerIndex.ToString(
CultureInfo.InvariantCulture);
handlerIndex++;
ISubscription subscription = await manager.RestoreGroupAsync(
handlerFactory(syntheticName),
ordered,
transferSubscriptions,
ct).ConfigureAwait(false);
restored.Add(subscription);
}
return restored;
}
/// <summary>
/// Validate that <paramref name="bucket"/> forms a coherent
/// multi-partition snapshot group: every snapshot must carry
/// the same <paramref name="groupId"/>, the
/// <c>PartitionIndex</c> values must be a contiguous
/// <c>0..N-1</c> sequence with no duplicates and exactly one
/// primary (<c>PartitionIndex == 0</c>). Returns the
/// snapshots sorted by <c>PartitionIndex</c>.
/// </summary>
/// <exception cref="ServiceResultException">
/// <see cref="StatusCodes.BadDecodingError"/> when the group
/// is malformed.
/// </exception>
private static List<SubscriptionStateSnapshot> ValidateAndSortGroup(
string groupId,
List<SubscriptionStateSnapshot> bucket)
{
bucket.Sort(static (a, b) => a.PartitionIndex.CompareTo(b.PartitionIndex));
for (int i = 0; i < bucket.Count; i++)
{
if (bucket[i].PartitionIndex != i)
{
throw ServiceResultException.Create(
StatusCodes.BadDecodingError,
"Multi-partition snapshot group '{0}' has " +
"non-contiguous or duplicated PartitionIndex " +
"values (expected {1} at position {1}, got {2}).",
groupId, i, bucket[i].PartitionIndex);
}
}
return bucket;
}
}
}