Files
Marc Schier 0000513cde Pluggable user-identity provider model (#3807)
# Description

Introduces a pluggable user-identity provider model covering all OPC UA
Part 6 §6.5 mechanisms (Anonymous, UserName, X509, IssuedToken/JWT) on
both client and server, with full
`Microsoft.Extensions.DependencyInjection` integration, plus the Part 12
§9 `AuthorizationService` two-phase token-request flow **including
refresh-token rotation**, the Part 12 §8 KeyCredential Push model, and a
clean provider model for OPC 10000-12 §7.2 `ApplicationSelfAdmin`. The
work is split across phase-by-phase commits so it can be reviewed
independently; nothing here changes wire-level behaviour or forces
existing applications to migrate.

### Documentation

All under `Docs/`:

- `IdentityProviders.md` — full developer guide: three-layer model,
recipes, configuration reference, "what gets auto-wired" matrix, JWS
algorithm table, identity-augmenters section, **"Implementing your own
provider"** how-to subsections for Entra / OIDC / Windows / AspNetCore
(sibling files merged in per review feedback).
- `DependencyInjection.md` — `Identity` sections with `appsettings.json`
examples, identity-extension matrix, `WithAuthorizationService` +
`WithKeyCredentialPush` + `AddIdentityAugmenter` extensions documented.
- `RoleBasedUserManagement.md` — claim-criteria callout describing
`IIdentityClaims` probe surface.
- `AuthorizationService.md` — Architecture diagram +
`IAccessTokenProvider` conceptual narrative restored from master; modern
`StartRequestToken` / `FinishRequestToken` flow leads; refresh-token
recipe added.
- `KeyCredentialService.md` — Push model + Pull vs Push vs Bridge
decision matrix + Hybrid (Push + Pull) section; explicit experimental
warning for the bridge.
- `GDS.md` — KeyCredential Push, `StartRequestToken`,
`GdsApplicationSelfAdminProvider`, **shipped Refresh-token support with
rotation policy and audit semantics** all documented.
- `MigrationGuide.md` — User Identity Providers section listing
`[Obsolete]` markers + mechanical recipes; SelfAdmin migration via
`IIdentityAugmenter`; `EnableRefreshTokens` default note.
- `README.md` index entries.

## 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.
- [x] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [x] I have addressed **all** PR feedback received.
2026-06-02 01:14:54 +02:00

360 lines
16 KiB
C#

/* ========================================================================
* Copyright (c) 2005-2025 The OPC Foundation, Inc. All rights reserved.
*
* 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.
*
* The complete license agreement can be found here:
* http://opcfoundation.org/License/MIT/1.00/
* ======================================================================*/
using System;
using System.Runtime.CompilerServices;
using Opc.Ua.Server.Historian;
using Opc.Ua.Server.Historian.InMemory;
namespace Opc.Ua.Server.Fluent
{
/// <summary>
/// Bridges <see cref="INodeManagerBuilder"/> /
/// <see cref="IVariableBuilder{TValue}"/> with the Part 11 historian
/// surface so historization can be wired in the same fluent chain as
/// <c>OnRead</c>/<c>OnWrite</c>/<c>Publish</c>.
/// </summary>
/// <remarks>
/// <para>
/// <strong>Caching.</strong> Per-<see cref="INodeManagerBuilder"/>
/// state is held in a <see cref="ConditionalWeakTable{TKey,TValue}"/>
/// keyed by the builder instance, so a single
/// <c>UseHistorian().UseInMemory().RegisterAsDefault()</c> at the
/// start of <c>Configure</c> is reused by every later
/// <c>Historize()</c> call on the same builder. The table is
/// weak-keyed; entries vanish when the user's
/// <c>Configure</c> delegate completes and the builder is dropped.
/// </para>
/// <para>
/// <strong>"Just works" path.</strong> A bare
/// <c>Variable&lt;double&gt;("X").Historize()</c> — without a prior
/// <c>UseHistorian()</c> call and without a per-call
/// <c>provider</c> argument — lazily creates an
/// <see cref="InMemoryHistorianProvider"/> and registers it as the
/// server-wide default. Subsequent <c>Historize()</c> calls reuse it.
/// </para>
/// <para>
/// <strong>Dispatch.</strong> The extensions register variables
/// against the server-wide <see cref="IHistorianProviderRegistry"/>;
/// no <c>GetHistorianProvider</c> override is required on the node
/// manager because <c>HistorianDispatcher.ResolveProvider</c> falls
/// through from the per-manager override to the registry.
/// </para>
/// </remarks>
public static class HistorianFluentExtensions
{
/// <summary>
/// Returns the <see cref="HistorianBuilder"/> associated with this
/// <see cref="INodeManagerBuilder"/>. The first call creates and
/// caches a new builder bound to the manager's server; subsequent
/// calls on the same <paramref name="builder"/> return the same
/// instance so the fluent chain can stack
/// <c>UseInMemory()</c>, <c>UseProvider(...)</c>,
/// <c>RegisterAsDefault()</c>, <c>RegisterForNamespace(...)</c>,
/// and <c>RegisterForNode(...)</c> calls in the usual way.
/// </summary>
/// <exception cref="ArgumentNullException">
/// Raised when <paramref name="builder"/> is <c>null</c>.
/// </exception>
/// <exception cref="InvalidOperationException">
/// Raised when the underlying server does not implement
/// <see cref="IHistorianRegistryProvider"/> (i.e., when the host
/// is not the standard <c>ServerInternalData</c>).
/// </exception>
public static HistorianBuilder UseHistorian(this INodeManagerBuilder builder)
{
if (builder == null)
{
throw new ArgumentNullException(nameof(builder));
}
return GetOrCreateBuilder(builder);
}
/// <summary>
/// Marks the wrapped variable as historizing and registers it
/// with the per-manager <see cref="HistorianBuilder"/>. When no
/// builder has been bound yet (and no <paramref name="provider"/>
/// is supplied) the call lazily creates an
/// <see cref="InMemoryHistorianProvider"/> and installs it as the
/// server-wide default.
/// </summary>
/// <typeparam name="TValue">CLR value type carried by the variable.</typeparam>
/// <param name="variable">The variable builder to historize.</param>
/// <param name="historyAccessLevel">
/// Access-level bits OR-ed onto <c>AccessLevel</c> and
/// <c>UserAccessLevel</c>. Defaults to
/// <c>HistoryRead | HistoryWrite</c>.
/// </param>
/// <param name="installConfigurationOnBrowse">
/// When <c>true</c>, attaches an
/// <see cref="NodeState.OnPopulateBrowser"/> handler that installs
/// the <c>HistoricalDataConfigurationType</c> companion lazily on
/// the first browse against the variable.
/// </param>
/// <param name="capabilities">
/// Optional per-node capability set passed to
/// <c>HistorianBuilder.Historize</c>. Defaults to the underlying
/// provider's default (typically <c>ReadWrite</c> for the
/// in-memory engine).
/// </param>
/// <param name="provider">
/// Optional per-call override. When supplied, the call binds the
/// variable to <paramref name="provider"/> exclusively via
/// <c>RegisterForNode</c>; the cached per-manager builder is left
/// untouched.
/// </param>
/// <param name="autoCapture">
/// When <c>true</c> (the default), the call wires a
/// <see cref="NodeState.StateChanged"/> handler that forwards
/// every <c>Value</c>-mask change on the variable into a
/// per-manager <see cref="HistorianCaptureSink"/>, which batches
/// samples and flushes them to the historian. Pass <c>false</c>
/// to disable automatic capture — only explicit
/// <c>HistoryUpdate</c> Insert calls will populate the archive
/// in that case.
/// </param>
/// <param name="captureOptions">
/// Optional buffering / batching tuning for the per-manager
/// capture sink. Only the first <c>Historize(autoCapture: true)</c>
/// call on a builder takes effect; subsequent calls share the
/// same sink with its original options. <c>null</c> uses the
/// defaults in <see cref="HistorianCaptureOptions"/>.
/// </param>
public static IVariableBuilder<TValue> Historize<TValue>(
this IVariableBuilder<TValue> variable,
byte historyAccessLevel = AccessLevels.HistoryRead | AccessLevels.HistoryWrite,
bool installConfigurationOnBrowse = false,
HistorianNodeCapabilities? capabilities = null,
IHistorianProvider? provider = null,
bool autoCapture = true,
HistorianCaptureOptions? captureOptions = null)
{
if (variable == null)
{
throw new ArgumentNullException(nameof(variable));
}
ApplyHistorization(
variable.Builder,
variable.Node,
historyAccessLevel,
installConfigurationOnBrowse,
capabilities,
provider,
autoCapture,
captureOptions);
return variable;
}
/// <summary>
/// Untyped overload of
/// <see cref="Historize{TValue}(IVariableBuilder{TValue}, byte, bool, HistorianNodeCapabilities, IHistorianProvider, bool, HistorianCaptureOptions)"/>
/// for callers that already hold an
/// <see cref="INodeBuilder{TState}"/> view of a
/// <see cref="BaseVariableState"/>.
/// </summary>
public static INodeBuilder<BaseVariableState> Historize(
this INodeBuilder<BaseVariableState> variable,
byte historyAccessLevel = AccessLevels.HistoryRead | AccessLevels.HistoryWrite,
bool installConfigurationOnBrowse = false,
HistorianNodeCapabilities? capabilities = null,
IHistorianProvider? provider = null,
bool autoCapture = true,
HistorianCaptureOptions? captureOptions = null)
{
if (variable == null)
{
throw new ArgumentNullException(nameof(variable));
}
ApplyHistorization(
variable.Builder,
variable.Node,
historyAccessLevel,
installConfigurationOnBrowse,
capabilities,
provider,
autoCapture,
captureOptions);
return variable;
}
/// <summary>
/// Binds <paramref name="provider"/> to the wrapped variable's
/// <c>NodeId</c> in the server-wide registry. The next
/// <see cref="Historize{TValue}(IVariableBuilder{TValue}, byte, bool, HistorianNodeCapabilities, IHistorianProvider, bool, HistorianCaptureOptions)"/>
/// call without an explicit <c>provider</c> argument will dispatch
/// through this binding instead of the per-manager default.
/// </summary>
/// <remarks>
/// Useful when a single node manager spans many historized
/// variables that each live in a different time-series store
/// (e.g., one provider per signal vendor).
/// </remarks>
/// <typeparam name="TValue">The CLR value type of the historized variable.</typeparam>
public static IVariableBuilder<TValue> WithHistorian<TValue>(
this IVariableBuilder<TValue> variable,
IHistorianProvider provider)
{
if (variable == null)
{
throw new ArgumentNullException(nameof(variable));
}
if (provider == null)
{
throw new ArgumentNullException(nameof(provider));
}
IServerInternal server = GetServer(variable.Builder);
IHistorianRegistryProvider registryHost = RequireRegistryHost(server);
registryHost.HistorianRegistry.RegisterForNode(variable.Node.NodeId, provider);
return variable;
}
private static void ApplyHistorization(
INodeManagerBuilder nodeManagerBuilder,
BaseVariableState variable,
byte historyAccessLevel,
bool installConfigurationOnBrowse,
HistorianNodeCapabilities? capabilities,
IHistorianProvider? perCallProvider,
bool autoCapture,
HistorianCaptureOptions? captureOptions)
{
if (perCallProvider != null)
{
// Per-call override path — bypass the cached per-manager
// builder so the override doesn't leak into other variables.
IServerInternal serverForBinding = GetServer(nodeManagerBuilder);
IHistorianRegistryProvider registryHost = RequireRegistryHost(serverForBinding);
variable.Historizing = true;
if (historyAccessLevel != 0)
{
variable.AccessLevel = (byte)(variable.AccessLevel | historyAccessLevel);
variable.UserAccessLevel = (byte)(variable.UserAccessLevel | historyAccessLevel);
}
RegisterVariableOnProvider(perCallProvider, variable.NodeId, capabilities);
registryHost.HistorianRegistry.RegisterForNode(variable.NodeId, perCallProvider);
if (installConfigurationOnBrowse || autoCapture)
{
// Reuse the cached per-manager builder so the
// configuration-install hook and the auto-capture
// sink share infrastructure. Bind the per-call
// provider into the builder if it has no provider
// yet so auto-capture flows samples to the right
// engine.
HistorianBuilder manager = GetOrCreateBuilder(nodeManagerBuilder);
HistorianBuilder scope = manager.Provider != null ? manager : manager.UseProvider(perCallProvider);
scope.Historize(
variable,
historyAccessLevel: 0,
setHistorizing: false,
installConfigurationNode: false,
installConfigurationOnBrowse: installConfigurationOnBrowse,
systemContext: nodeManagerBuilder.Context,
capabilities: capabilities,
autoCapture: autoCapture,
captureOptions: captureOptions);
}
return;
}
// Default path — share the per-manager HistorianBuilder.
HistorianBuilder managerBuilder = GetOrCreateBuilder(nodeManagerBuilder);
if (managerBuilder.Provider == null)
{
// Lazy default — install an in-memory engine and make it
// the server-wide default so dispatch picks it up.
managerBuilder.UseInMemory();
managerBuilder.RegisterAsDefault();
}
managerBuilder.Historize(
variable,
historyAccessLevel: historyAccessLevel,
setHistorizing: true,
installConfigurationNode: false,
installConfigurationOnBrowse: installConfigurationOnBrowse,
systemContext: nodeManagerBuilder.Context,
capabilities: capabilities,
autoCapture: autoCapture,
captureOptions: captureOptions);
}
private static void RegisterVariableOnProvider(
IHistorianProvider provider,
NodeId nodeId,
HistorianNodeCapabilities? capabilities)
{
// The bundled InMemory engine exposes a typed Register(NodeId, caps);
// other providers are responsible for their own internal mapping
// when they observe HistoryRead/HistoryUpdate for the node.
if (provider is InMemoryHistorianProvider inMemory)
{
inMemory.Register(nodeId, capabilities);
}
}
private static HistorianBuilder GetOrCreateBuilder(INodeManagerBuilder builder)
{
return s_builders.GetValue(
builder,
static b =>
{
IServerInternal server = GetServer(b);
return new HistorianBuilder(server);
});
}
private static IServerInternal GetServer(INodeManagerBuilder builder)
{
if (builder.Context is ServerSystemContext serverContext && serverContext.Server != null)
{
return serverContext.Server;
}
throw new InvalidOperationException(
"INodeManagerBuilder.Context does not expose an IServerInternal — " +
"the fluent historian extensions require the standard ServerSystemContext host.");
}
private static IHistorianRegistryProvider RequireRegistryHost(IServerInternal server)
{
if (server is IHistorianRegistryProvider registryHost)
{
return registryHost;
}
throw new InvalidOperationException(
"The server does not implement IHistorianRegistryProvider; " +
"the fluent historian extensions require the standard ServerInternalData host.");
}
private static readonly ConditionalWeakTable<INodeManagerBuilder, HistorianBuilder> s_builders
= new();
}
}