# 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 Incorrect or withdrawn subclaims remain qualified rather than being presented as additional fixes.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.
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Subscriptions and Monitored Items Service Set
The OPC UA Subscription and MonitoredItems service sets (Part 4 §5.13 and §5.14) are exposed through three layered client APIs in this stack:
- Classic
Opc.Ua.Client.Subscription— the historical event-driven API. Items added withsubscription.AddItem(item); subscription.ApplyChangesAsync(); notifications delivered through the per-itemNotificationevent or the per-subscriptionFastDataChangeCallback/FastEventCallback. - V2
ISubscriptionManager/ISubscription— the options-based callback API insrc/Opc.Ua.Client/Subscription/. Items added withsubscription.MonitoredItems.TryAdd(name, options, out _); notifications delivered throughISubscriptionNotificationHandlercallbacks. The default engine onManagedSession. IStreamingSubscription— a thinIAsyncEnumerable<T>abstraction on top of the V2 engine for state-machine waits and short-lived monitoring.
On the server, newly created monitored items remain provisional until the subscription rechecks ownership and deletion after node-manager creation. If transfer, session detachment, deletion, or cancellation wins, normal node-manager deletion releases those unattached items.
Publish, queued Publish, Republish, and persistence consumers receive deep notification snapshots. Acknowledgement, eviction, or queue disposal can recycle the retained pooled graph without changing a response still waiting for encoding or a captured retransmission/durable snapshot. Pooling remains enabled for the retained notifications.
Recommendation: new code should use the V2 surface
(ISubscriptionManager for long-lived application subscriptions,
IStreamingSubscription for short-lived / await-until-X scenarios).
The classic API stays supported for migration and continues to ship
in Opc.Ua.Client.Subscription; an internal bridge forwards classic
subscriptions onto the V2 publish pipeline when the V2 engine is
active, so existing classic-API code keeps working alongside V2.
For the full engine comparison (publish-pipeline ownership, worker pools, when to pick which) see Sessions.md §4.
- Quick reference
- Server retransmission queues
- Triggering (SetTriggering)
- Unbounded monitored items
- Streaming subscriptions
- Classic → V2 surface mapping
- Three-API summary
Quick reference
| Concern | API |
|---|---|
| Add a V2 subscription | session.AddSubscription(handler, SubscriptionOptions) (or ISubscriptionManager.Add) |
| Add a monitored item | subscription.MonitoredItems.TryAdd(name, IOptionsMonitor<MonitoredItemOptions>, out _) (or subscription.TryAddMonitoredItem(name, nodeId, configure, out _) extension) |
| Set triggering — declarative | MonitoredItemOptions.TriggeredByNames (IReadOnlyList<string>) at item-add time |
| Set triggering — imperative | ISubscription.SetTriggeringAsync(IMonitoredItem, add, remove, ct) returning SetTriggeringResult |
| Triggering — name-based fluent | ISubscription.SetTriggeringAsync(string trigName, params string[] tgtNames) |
| Triggering — navigation | IMonitoredItem.TriggeringItems / IMonitoredItem.TriggeredItems (N:M) |
| Save / load subscriptions | session.SaveSubscriptionsAsync(stream) / session.LoadSubscriptionsAsync(stream, factory) |
| Stream — get streaming subscription | ManagedSession.DefaultStreaming |
| Stream — construct manually | new StreamingSubscription(subscriptionManager, options?) |
| Stream — subscribe one variable | streaming.SubscribeDataChangesAsync(nodeId, options?, ct) |
| Stream — subscribe many variables | streaming.SubscribeDataChangesAsync(IReadOnlyList<NodeId>, ...) |
| Stream — subscribe to events | streaming.SubscribeEventsAsync(notifierId, EventFilter, options?, ct) |
| Stream — wait until predicate | .TakeUntilAsync(predicate) |
| Stream — cap by wall-clock time | .WithTimeoutAsync(timeout) |
| Stream — take N items | .TakeAsync(count) |
| Stream — buffer first N | .BufferedAsync(count) |
| Stream — typed alarms | streaming.SubscribeAlarmsAsync(notifierId, filter?) |
Server retransmission queues
The server retains notification messages for acknowledgement and Republish (Part 4 §5.14). When a new batch exceeds the configured retransmission capacity, only the excess oldest retained messages are evicted. The remaining sequence numbers, persistence removal deltas and discarded-unacknowledged-message diagnostics describe the same retained queue. An oversized new batch is trimmed to capacity before it displaces older messages.
The per-session Publish request limit counts only requests still awaiting a response. Cancellation, timeout, normal completion and session/server teardown release a request's admission exactly once; a completed request does not prevent the client from queuing its replacement while a long keep-alive is pending.
Publish from a live session without subscriptions returns BadNoSubscription,
regardless of other sessions' subscriptions. A closing session retains
BadSessionClosed. The Republish request and requested-message diagnostic
counters remain equal, with one increment per authorized request; the
successful-message counter advances only when a message is returned.
Triggering (SetTriggering)
Triggering (OPC UA Part 4 §5.13.5) links a triggering monitored
item to one or more triggered items. When the triggering item fires
a notification, the triggered items' queued notifications are
reported in the next publish even if their monitoring mode is
Sampling (which would otherwise suppress reporting). This is the
canonical pattern for "sample many items at high rate, report on
demand". See Part 4 §5.13.1.6 for the full triggering model.
Aggregate-filtered monitored items follow these same monitoring-mode rules
(Part 4 5.13.1.3). Completion of an aggregate interval does not enable reporting
for a Disabled item or an untriggered Sampling item. A legitimately triggered
Sampling item can publish its queued aggregates; after that trigger is consumed,
interval completion alone does not cause another report.
The V2 engine exposes triggering through a hybrid API:
- Declarative — set
MonitoredItemOptions.TriggeredByNameswhen the item is added. - Imperative — call
ISubscription.SetTriggeringAsync(IMonitoredItem triggeringItem, add, remove, ct)at any time.
Both paths flow through the same batched apply pipeline: multiple
operations targeting the same triggering item collapse into a single
SetTriggering request carrying both the merged linksToAdd and
linksToRemove lists. Per Part 4 §5.13.5.2 the server processes
linksToRemove before linksToAdd, which matches the engine's
last-intent-wins conflict resolution.
The V2 engine models the topology as a per-item desired state:
each monitored item carries a list of stable triggering-item names
(DesiredTriggeredByNames) that reflects what the caller wants. The
engine reconciles desired state against the server via SetTriggering
requests whenever:
- An options change pushes a different
TriggeredByNamesvalue. - The imperative API mutates the desired set.
- An item is
Reset(recreate scenario) — the engine replays the desired set so transient server-side state matches the durable client-side intent.
The OPC UA spec allows a triggered item to be linked to multiple
triggering items (N:M); the V2 API exposes this directly via the
plural TriggeringItems / TriggeredItems projections.
Declarative triggering
The simplest way to declare triggering is via MonitoredItemOptions
at item-add time:
ManagedSession session = await new ManagedSessionBuilder(config, telemetry)
.UseEndpoint(endpoint)
.ConnectAsync(ct);
ISubscription sub = session.AddSubscription(handler, new SubscriptionOptions
{
PublishingInterval = TimeSpan.FromSeconds(1)
});
// Triggering item — reports normally at its sampling interval.
sub.TryAddMonitoredItem("trig",
VariableIds.Server_ServerStatus_CurrentTime,
o => o with { MonitoringMode = MonitoringMode.Reporting },
out _);
// Triggered item — samples in the background; only reports when
// "trig" reports.
sub.TryAddMonitoredItem("sensor",
new NodeId("Sensor1", 2),
o => o with
{
MonitoringMode = MonitoringMode.Sampling,
TriggeredByNames = ["trig"]
},
out _);
The engine batches the underlying CreateMonitoredItems /
SetTriggering requests and applies them on the next subscription
apply pass. There is no need to explicitly call any method to
"finish" the triggering setup — once both items are Created, the
engine issues the SetTriggering call automatically.
Order of TryAddMonitoredItem calls does not matter; the engine
will keep the triggering operation queued until both items are
created on the server, then issue the request.
Imperative triggering
Mutate triggering relationships at any time after items exist via
SetTriggeringAsync:
SetTriggeringResult result = await sub.SetTriggeringAsync(
triggeringItem: trig,
linksToAdd: [sensor1, sensor2],
linksToRemove: null,
ct: ct);
foreach ((IMonitoredItem item, StatusCode status) in result.AddResults)
{
if (!StatusCode.IsGood(status))
{
// BadMonitoredItemIdInvalid, BadInvalidState, etc.
}
}
The call queues a single TriggeringOperation and returns a
ValueTask that completes when the next apply pass applies it. The
result's per-link entries are in the same order as the input lists
for easy pairing.
Convenience overloads use stable monitored-item names:
await sub.SetTriggeringAsync("trig", "sensor1", "sensor2");
// add + remove in one call (server processes remove before add per §5.13.5.2):
await sub.SetTriggeringAsync(
"trig",
add: ["sensor3"],
remove: ["sensor1"],
ct: ct);
Unknown names throw ArgumentException synchronously.
Cancellation semantics
The CancellationToken passed to SetTriggeringAsync controls the await and marks the queued operation as cancelled on a best-effort basis:
- Cancelling the token aborts the await and surfaces an
OperationCanceledExceptionto the caller. - The engine attempts to skip the queued operation on the next apply pass. If cancellation fires before the apply pass picks the op off the queue, the server-side
SetTriggeringrequest is NOT issued for this op. - This is best effort only: if the apply pass has already begun dispatching the RPC for the op's group, the server-side mutation cannot be cancelled — the in-flight RPC completes regardless.
- The desired-state mutations performed synchronously by the engine before the await (the updates that make
IMonitoredItem.TriggeringItems/IMonitoredItem.TriggeredItemsand any subsequent snapshot reflect the new topology) already happened whenSetTriggeringAsyncreturned itsValueTask. They stand regardless of cancellation. - To revert local intent, the caller must explicitly issue an opposing
SetTriggeringAsync(or change the declarativeMonitoredItemOptions.TriggeredByNames).
Warning
Cancelling the
CancellationTokencannot guarantee the server-sideSetTriggeringcall is skipped — it is best-effort; an op that has already begun its server request will still complete server-side, and local desired-state is never rolled back automatically.
// Original intent: when "trig" fires, also report "sensor1" and "sensor2".
await sub.SetTriggeringAsync("trig", "sensor1", "sensor2");
// To undo, issue an opposing call with the items in `remove`. Note that
// even if the first call's cancellation token had fired, the server
// might still have applied the link (race with the apply pass) and the
// local desired-state intent would have stood — so an explicit opposing
// call is the only reliable revert path.
await sub.SetTriggeringAsync(
"trig",
add: null,
remove: ["sensor1", "sensor2"],
ct: ct);
N:M relationships
A triggered item may be linked to many triggering items, and a
triggering item may have many triggered items. Use multiple
SetTriggeringAsync calls (or include the same triggered name under
multiple triggers' TriggeredByNames):
sub.TryAddMonitoredItem("trigA", ..., out var trigA);
sub.TryAddMonitoredItem("trigB", ..., out var trigB);
sub.TryAddMonitoredItem("shared",
nodeId,
o => o with
{
MonitoringMode = MonitoringMode.Sampling,
TriggeredByNames = ["trigA", "trigB"]
},
out var shared);
// "shared" reports whenever EITHER trigA OR trigB fires:
Assert.That(shared.TriggeringItems, Is.EquivalentTo(new[] { trigA, trigB }));
Assert.That(trigA.TriggeredItems, Has.Member(shared));
Assert.That(trigB.TriggeredItems, Has.Member(shared));
TriggeringItems and TriggeredItems are read-only projections
resolved on demand against the subscription's monitored-item
collection. They reflect the desired topology (intent) — so they
work immediately on TryAdd before any request fires, and survive
restore-from-snapshot without depending on server state.
Save / load / restore behavior
The triggering topology round-trips through the V2 snapshot path:
MonitoredItemStateSnapshot.TriggeredByNamescaptures the runtime desired state at snapshot time.SubscriptionManager.SaveAsync/LoadAsync(and the in-memorySnapshotSubscriptions/RestoreSubscriptionsAsyncextensions) persist this field via the standard binary encoder.
On load, the engine takes one of three paths:
| Scenario | Behavior |
|---|---|
| TransferSubscriptions success | Local desired state is restored from the snapshot. NO SetTriggering request is issued — per Part 4 §5.13.5 conformant servers preserve server-side triggering relationships across a session transfer. |
| Recreate-fallback (transfer rejected or unsupported) | Items reset to "not created"; the saved DesiredTriggeredByNames is preserved on each item; the batched apply pass replays SetTriggering after items finish re-creating. |
In-session RecreateAsync (forced recreate) |
Same as recreate-fallback — desired state preserved through reset, replayed after re-creation. |
This closes the gap from issue
#3834:
triggering links are now automatically restored on
TransferSubscriptions and on recreate/reconnect; no manual
re-issue of SetTriggering is required by callers.
If a server fails to preserve links across transfer (contrary to the
spec), the V2 client view will indicate the links exist while
server-side notifications stop firing. Callers detecting this can
manually re-issue Subscription.SetTriggeringAsync per relationship.
Error handling
Per Part 4 §5.13.5.4 (Table 74) the only spec-specific per-link status
code is Bad_MonitoredItemIdInvalid. Service-level codes (Table 73)
include Bad_NothingToDo, Bad_TooManyOperations, and
Bad_SubscriptionIdInvalid.
The engine handles these as follows:
| Condition | Engine response |
|---|---|
Per-link Bad_MonitoredItemIdInvalid on add |
Surfaced via the returned SetTriggeringResult.AddResults[i].Status; the triggered item's desired-state entry for that triggering name is rolled back so it matches reality. |
Per-link Bad on remove |
Surfaced via RemoveResults[i].Status; the desired-state entry is re-added so the snapshot continues to reflect the still-existing server link. |
Service-level Bad_SubscriptionIdInvalid |
Operations are re-queued (not failed terminally); they replay after the subscription state machine recreates the subscription. |
Service-level Bad_TooManyOperations |
Surfaced as a fatal ServiceResultException on all contributing TCSs. Callers wishing to recover should chunk their SetTriggeringAsync calls manually; auto-chunking is a planned follow-up. |
| Communication errors (timeout, channel closed) | Routed through the existing retry policy; bounded by MaxTriggeringRetryCount to prevent infinite loops. |
Triggering item never reaches Created |
After MaxTriggeringRetryCount re-queues, the operation completes with the triggering item's propagated error status (or Bad_MonitoredItemIdInvalid as a fallback). |
Unbounded monitored items
The V2 subscription engine
(Opc.Ua.Client.Subscriptions.ISubscription, returned from
session.TryGetSubscriptionManager(out var manager) then manager.Add(...))
lets a single logical
subscription hold an effectively unlimited number of monitored items.
When the per-subscription cap (MaxMonitoredItemsPerSubscription from
the server's capabilities, OPC UA Part 4 §5.13.2) would be exceeded,
the engine transparently splits monitored items across additional
server-side partition subscriptions and presents one logical
collection to the caller. Single-partition workloads (the common
case) keep their pre-existing fast path; partitioning kicks in only
when needed.
How it works
-
ISubscriptionManager.Add(handler, options)returns aLogicalSubscriptionwrapper that implementsISubscriptionandIPartitionedSubscription. Pattern-match on the latter to introspect the partition layout:ISubscription subscription = session.SubscriptionManager.Add(handler, optionsMonitor); if (subscription is IPartitionedSubscription partitioned) { Console.WriteLine($"Spread over {partitioned.PartitionCount} partition(s)"); foreach (uint partitionId in partitioned.PartitionIds) { Console.WriteLine($" partition server id: {partitionId}"); } } -
ISubscription.MonitoredItemsis backed by a composite collection that aggregates every partition's items behind oneIMonitoredItemCollection.TryAdd/TryRemove/TryGetMonitoredItemByName/TryGetMonitoredItemByClientHandleenumerate every partition; the caller never needs to know which partition owns which item. -
When the placement policy decides a new partition is needed, the engine constructs a sibling server-side subscription using the same
SubscriptionOptionsand the same notification handler. The new partition is registered in the manager's publish-dispatch registry so publish responses route to it like any other subscription. -
ISubscriptionNotificationHandlercallbacks always receive the logical wrapper as theISubscription subscriptionparameter. When more than one partition is active the engine serialises calls through a per-wrapper semaphore so consumers observe one handler invocation at a time, matching the single-partition behaviour they came to rely on under V2. -
Notifications include the source partition's server-side id via the
PartitionServerIdfield onDataValueChangeandEventNotification. Sequence numbers stay per-partition ((PartitionServerId, sequenceNumber)disambiguates across partitions).
Affinity — pinning items to the same partition
OPC UA SetTriggering is scoped to one server-side subscription
(Part 4 §5.13.6). Items that need to participate in a triggering
relationship (or any other per-subscription feature) must land in the
same partition. Pin them via
MonitoredItemOptions.Affinity:
var optionsMonitor = new OptionsMonitor<MonitoredItemOptions>(new MonitoredItemOptions
{
StartNodeId = new NodeId("MyVariable", 2),
SamplingInterval = TimeSpan.FromMilliseconds(500),
Affinity = "alarms-group" // every item with this tag stays together
});
subscription.MonitoredItems.TryAdd("MyItem", optionsMonitor, out _);
- Items with the same non-null
Affinityvalue are guaranteed to share a partition. - Once the partition reaches the per-partition cap the next
TryAddwith the same tag returnsfalse— the contract is strict so the group never splits. Callers must shrink the group, raiseMaxMonitoredItemsPerPartition, or pick a different tag. null(the default) places no co-location constraint; items without affinity fill partitions first-fit.
LogicalSubscription.SetTriggeringAsync(triggering, linksToAdd, linksToRemove) validates that every linked item shares the same
partition as the triggering item and throws ArgumentException
otherwise. The exception message points callers at Affinity for
remediation.
Configuration
All knobs live on SubscriptionOptions:
| Property | Default | Effect |
|---|---|---|
DisableUnboundedItemMode |
false |
When true, the wrapper is bound to one server-side subscription; TryAdd calls beyond the server cap surface Bad_TooManyMonitoredItems per-item like the pre-V2 engine. |
MaxMonitoredItemsPerPartition |
null |
Per-partition upper bound. null means "let the reactive fallback discover the server's effective cap". Set to a smaller value to keep partitions small for snapshot/transfer scaling, or to a larger value to override an artificially low server limit. |
SecondaryPartitionIdleTimeout |
30s |
Idle timeout after which an empty secondary partition is deleted from the server. The primary partition is never deleted while the logical subscription is alive so the wrapper's server-side identifier stays stable. Set to TimeSpan.Zero for immediate delete; set to Timeout.InfiniteTimeSpan to disable idle-delete. |
The reactive cap fallback is always on whenever
DisableUnboundedItemMode is false: the engine watches every
CreateMonitoredItems response and, on the first
Bad_TooManyMonitoredItems outcome, marks the offending partition
no-grow so subsequent placements fan out to a new partition. This
handles servers whose actual limit is lower than the advertised
capability and servers whose limit changes between session lifetimes.
Snapshot, save / load, and transfer
Multi-partition logical subscriptions snapshot every partition. The capture path is:
LogicalSubscription.SnapshotAllPartitions()returnsIReadOnlyList<SubscriptionStateSnapshot>— one snapshot per partition, ordered primary-first.- Every snapshot in the list carries the wrapper's stable
LogicalGroupId(a lazy-generated GUID cached for the lifetime of the wrapper) and an incrementingPartitionIndex(0for the primary,1+for secondaries in mint order). ManagedSession.SnapshotSubscriptions()andISubscriptionManager.SaveAsync(...)flatten across partitions automatically, so callers persisting the list see the full state.- Single-partition wrappers continue to emit exactly one snapshot.
Old V1 snapshot files have
LogicalGroupId == nulland load via the standalone path unchanged.
The restore path:
ISubscriptionManager.LoadAsync(...)andManagedSession.RestoreSubscriptionsAsync(...)group incoming snapshots byLogicalGroupId. Snapshots with anullgroup restore as standalone subscriptions; non-null groups become one multi-partitionLogicalSubscriptionwrapper viaSubscriptionManager.RestoreGroupAsync(...)(internal).- Restored secondary partitions go through a new internal
LogicalSubscription.AppendPreloadedPartition(...)hook so the composite collection's placement policy + idle-delete timer + (if applicable) durable hook are wired exactly as if the partition had been minted on demand. - When
transferSubscriptions: trueis passed, each partition's saved server-side id is preserved viaTransferSubscriptions; partitions whose transfer fails fall back to recreate. - Strict grouping is enforced: a non-null
LogicalGroupIdmust appear on a contiguous0..N-1sequence ofPartitionIndexvalues with no duplicates and exactly one primary. Malformed snapshot groups throwServiceResultException(BadDecodingError)naming the offendingLogicalGroupId— a corrupt or hand-edited snapshot fails loudly rather than silently fragmenting state.
MonitoredItemStateSnapshot.Affinity round-trips so restored
subscriptions regroup items into the same affinity-pinned partition
the source had.
Durable subscriptions
The server converts the configured durable lifetime in hours to milliseconds before revising keep-alive and lifetime counts. The conversion uses wide arithmetic, including lifetimes longer than the UInt32 millisecond range.
SetAsDurableAsync(lifetime) records the durable intent on the
wrapper and applies it synchronously to every partition that is
already Created (it returns the minimum revised lifetime across
those partitions). For partitions that have not yet completed
their initial CreateSubscription — both the primary on a brand
new subscription and any future secondary minted by the placement
policy under capacity pressure — the wrapper installs an
OnAfterCreateAsync hook on the partition's state machine. The
state machine awaits the hook exactly once between
CreateSubscription and the first CreateMonitoredItems,
satisfying the OPC UA Part 4 §5.13.9 ordering rule that
SetSubscriptionDurable must precede any monitored-item creation.
The hook is cleared after invocation; the wrapper re-installs it on
each SetAsDurableAsync call so it survives reconnect / recreate
cycles. Hook failures are logged as a warning and surfaced via
SubscriptionState.Modified rather than tearing the partition
down.
Performance
Single-partition workloads observe no overhead from the wrapper — the composite collection short-circuits to the primary's own collection without taking any extra locks or building indexes. Multi-partition workloads pay:
- One semaphore acquire/release per notification callback (small).
- O(P) partition scans for
TryGetMonitoredItemByName/TryGetMonitoredItemByClientHandlemisses against the composite index (P is typically single-digit). - One extra
Subscriptioninstance per partition (each holds its own state machine, ack queue position, and notification pipeline).
Limitations and roadmap
Cross-partition SetTriggering is rejected by design: per OPC UA
Part 4 §5.13.6 the service is scoped to a single server-side
subscription, and re-grouping already-placed items would require
delete + recreate (losing per-item server ids and briefly stopping
publishing). Plan Affinity up-front for items that need to
participate in a triggering relationship; the engine will keep the
group co-located for the lifetime of the wrapper.
This is the only multi-partition feature gap — single-partition workloads cover the vast majority of OPC UA client use cases unchanged.
Streaming subscriptions
IStreamingSubscription exposes OPC UA subscription notifications as
IAsyncEnumerable<T> streams. Each SubscribeXxxAsync call adds a
monitored item to a shared, lazy-created OPC UA subscription and pipes
notifications through a System.Threading.Channels.Channel<T>.
Disposing the enumerator removes the monitored item.
This API sits on top of the V2 subscription engine
(src/Opc.Ua.Client/Subscription). It is not a replacement
for either the classic or V2 callback-based API — it is a thin
abstraction targeted at three concrete client scenarios:
- State-machine waits — "subscribe, observe transitions until X, unsubscribe".
- Short-lived monitoring — "I need a sample for 30 seconds".
- Typed alarm streaming — Part 9 alarm records via
AlarmStreamExtensions(see AlarmsAndConditions.md).
For long-lived application subscriptions, the callback-based
ISubscriptionManager.Add + ISubscriptionNotificationHandler API
remains the right choice (see
Sessions.md §4.2 DefaultSubscriptionEngine (V2)).
Obtaining an IStreamingSubscription
ManagedSession.DefaultStreaming lazily constructs a shared instance
the first time it is accessed and disposes it when the session is
disposed.
ManagedSession session = await new ManagedSessionBuilder(configuration, telemetry)
.UseEndpoint(endpoint)
.ConnectAsync(ct);
IStreamingSubscription streaming = session.DefaultStreaming;
If you need to bind to a specific ISubscriptionManager (for example
in tests or with the raw Session's V2 engine), construct directly:
var streaming = new StreamingSubscription(
subscriptionManager: session.SubscriptionManager,
subscriptionOptions: new SubscriptionOptions
{
PublishingInterval = TimeSpan.FromMilliseconds(250),
KeepAliveCount = 10,
LifetimeCount = 100,
});
The underlying OPC UA subscription is not created until the first
SubscribeXxxAsync call. Once created it is shared by every active
SubscribeXxxAsync enumerator on this StreamingSubscription.
Subscribing to data changes
await foreach (DataValueChange change in streaming
.SubscribeDataChangesAsync(VariableIds.Server_ServerStatus_CurrentTime, ct: ct)
.ConfigureAwait(false))
{
Console.WriteLine($"{change.MonitoredItem?.Name}: {change.Value}");
}
For multiple variables in a single stream:
var nodes = new[]
{
VariableIds.Server_ServerStatus_CurrentTime,
VariableIds.Server_ServerStatus_SecondsTillShutdown,
};
await foreach (DataValueChange change in streaming
.SubscribeDataChangesAsync(nodes, options: new MonitoredItemOptions
{
SamplingInterval = TimeSpan.FromMilliseconds(500),
QueueSize = 5,
}, ct: ct).ConfigureAwait(false))
{
Console.WriteLine($"{change.MonitoredItem?.ClientHandle}: {change.Value}");
}
Each MonitoredItemOptions is treated as a template; only StartNodeId
is overridden internally per node.
Subscribing to events
EventFilter filter = new AlarmEventFilterBuilder()
.ForAlarms()
.Build();
await foreach (EventNotification evt in streaming
.SubscribeEventsAsync(ObjectIds.Server, filter, ct: ct)
.ConfigureAwait(false))
{
// Raw access; for typed records use SubscribeAlarmsAsync.
Console.WriteLine($"#{evt.Fields.Count} fields");
}
SubscribeEventsAsync does not validate the filter. Use
AlarmEventFilterBuilder for Part 9 events and any custom
SimpleAttributeOperand-based filter for other event types.
Composing streams
StreamingSubscriptionExtensions ships four LINQ-style helpers
designed for the bounded-observation use cases. They wrap the source
IAsyncEnumerable<T> and stop iterating (which disposes the
underlying enumerator and the monitored item) when their condition
fires.
// 1) Wait until a predicate matches, then return the matching item.
DataValueChange completed = await streaming
.SubscribeDataChangesAsync(buildProgressVariable)
.TakeUntilAsync(c => (double)c.Value.Value >= 100.0)
.LastAsync(ct);
// 2) Cap by wall-clock time. Completes silently when the timeout elapses.
List<DataValueChange> samples = await streaming
.SubscribeDataChangesAsync(sensor)
.WithTimeoutAsync(TimeSpan.FromSeconds(30))
.ToListAsync(ct);
// 3) Take exactly N values.
List<DataValueChange> firstThree = await streaming
.SubscribeDataChangesAsync(sensor)
.TakeAsync(3)
.ToListAsync(ct);
// 4) Buffer N items into a list — for one-shot snapshots.
IReadOnlyList<DataValueChange> snapshot = await streaming
.SubscribeDataChangesAsync(sensor)
.BufferedAsync(count: 10, ct);
TakeUntilAsync yields the matching item last, so callers can grab
the transition value with LastAsync / a terminating handler.
Lifecycle, cancellation, disposal
The streaming subscription guarantees three invariants:
- Lazy subscription creation. No OPC UA
CreateSubscriptionround-trip happens until your firstSubscribeXxxAsynccall. - Reference-counted monitored items. Each call adds a monitored
item; disposing the enumerator (end of the
await foreach, an exception, or explicitawait using) removes that monitored item. The underlying subscription stays alive for other enumerators. - Disposal order. Disposing the
StreamingSubscriptioncompletes all open channels and attempts to delete the underlying OPC UA subscription. Disposing theManagedSessioncalls this for you.
V2 subscription disposal gives each server-side delete a separate five-second cancellation deadline. Local cleanup does not wait indefinitely for an unavailable server. A failed or timed-out delete is logged; it does not prove remote deletion, and the server may retain the subscription until its configured lifetime expires.
Cancellation propagates the natural way: pass a CancellationToken to
SubscribeXxxAsync or the outer await foreach (via
WithCancellation). When the token fires the enumerator stops, the
finally block removes the monitored item, and the loop body throws
OperationCanceledException.
using var cts = new CancellationTokenSource(TimeSpan.FromMinutes(2));
try
{
await foreach (DataValueChange change in
streaming.SubscribeDataChangesAsync(sensor, ct: cts.Token))
{
Process(change);
}
}
catch (OperationCanceledException) { /* expected */ }
Pairing with AlarmClient
The streaming subscription and AlarmClient are complementary:
IStreamingSubscriptiondelivers the events (raw or typed).AlarmClientcalls the methods (acknowledge, shelve, suppress, reset, etc.).
AlarmClient alarms = session.GetAlarmClient();
IStreamingSubscription streaming = session.DefaultStreaming;
await foreach (ConditionTypeRecord rec in streaming
.SubscribeAlarmsAsync(ObjectIds.Server)
.TakeUntilAsync(r =>
r is AlarmConditionTypeRecord a &&
a.ConditionId == myAlarmId &&
a.ActiveStateId == true))
{
if (rec is AlarmConditionTypeRecord active && active.ActiveStateId == true)
{
await alarms.AcknowledgeAsync(
active.ConditionId,
active.EventId,
new LocalizedText("en", "Auto-acked")).ConfigureAwait(false);
}
}
See AlarmsAndConditions.md for the typed record hierarchy.
Classic → V2 surface mapping
This section is the working reference for porting classic
(Opc.Ua.Client.Subscription / Opc.Ua.Client.MonitoredItem) code to
the V2 surface (Opc.Ua.Client.Subscriptions.ISubscription /
Opc.Ua.Client.Subscriptions.MonitoredItems.IMonitoredItem). The
tables describe today's APIs side-by-side; "not on V2" rows record
behaviour the V2 engine replaces by design (handler-centric,
channel-based pipeline, snapshot/restore, options-monitor-driven
reconciliation, etc.) along with the recommended V2 alternative.
Subscription lifecycle
| Classic | V2 |
|---|---|
new Subscription(template) + Session.AddSubscription(s) + s.CreateAsync() |
ISubscriptionManager.Add(handler, IOptionsMonitor<SubscriptionOptions>) — V2 creates the subscription on the server asynchronously; callers poll subscription.Created (or attach an OnSubscriptionStateChangedAsync handler). |
Session.RemoveSubscriptionAsync(s) |
await subscription.DisposeAsync() — V2 removal is dispose-on-subscription. |
s.CreateAsync(ct) / s.ModifyAsync(ct) / s.DeleteAsync(silent, ct) |
Implicit via Add / options push / DisposeAsync. No explicit V2 calls — behaviour is driven by options + lifecycle. |
s.SetPublishingModeAsync(bool, ct) |
Push SubscriptionOptions { PublishingEnabled = ... } via the IOptionsMonitor<SubscriptionOptions>. The V2 manager picks up the change automatically. |
s.ChangesPending / s.ChangesCompleted() |
Not on V2 (the engine is fully push-driven; no "pending changes" concept). Callers wait on the side-effect (e.g. IMonitoredItem.Created, options-monitor change tokens). |
Notifications and callbacks
| Classic | V2 |
|---|---|
s.FastDataChangeCallback (delegate) |
ISubscriptionNotificationHandler.OnDataChangeNotificationAsync(...) |
s.FastKeepAliveCallback (delegate) |
ISubscriptionNotificationHandler.OnKeepAliveNotificationAsync(...) |
s.FastEventCallback |
ISubscriptionNotificationHandler.OnEventDataNotificationAsync(...) |
item.Notification += handler (per-item event) |
Per-item dispatch through the handler with DataValueChange.MonitoredItem to identify the source. |
s.PublishStatusChanged / s.StateChanged events |
Unified into a single callback ISubscriptionNotificationHandler.OnSubscriptionStateChangedAsync(ISubscription, SubscriptionState, PublishState, CancellationToken) that surfaces lifecycle (Opened / Created / Modified / Deleted) and publish-state (Republish / Recovered / Transferred) transitions. |
item.DequeueValues() (client-side cache) |
Not on V2 — values stream into the handler. The handler is the cache; callers retain whatever they need. |
s.LastNotification / s.Notifications / s.LastNotificationTime |
Not on ISubscription. The manager exposes MissingMessageCount / RepublishMessageCount; handlers maintain their own derived state (e.g. via the publishTime arg on each callback). |
s.PublishingStopped |
Not exposed as a property. Handlers derive it from OnSubscriptionStateChangedAsync (the PublishState mask flips between Republish / Recovered / Transferred). |
Subscription-level service operations
| Classic | V2 |
|---|---|
s.RepublishAsync(seq, ct) |
Not on V2. The V2 engine auto-republishes on gap detection via MessageProcessor.TryRepublishAsync; there is no user-driven variant. Callers needing raw access can call session.RepublishAsync(null, subscriptionId, seq, ct). |
s.ResendDataAsync(ct) |
Not on V2. Callers needing raw access call session.CallAsync(null, ResendData methodId, ...). |
s.ConditionRefreshAsync(ct) |
s.ConditionRefreshAsync(ct) — same shape. |
s.ConditionRefresh2Async(monitoredItemId, ct) |
item.ConditionRefreshAsync(ct) on IMonitoredItem (per-item; no monitoredItemId arg needed). |
s.SetTriggeringAsync(triggering, links, removes, ct) returning SetTriggeringResponse |
ISubscription.SetTriggeringAsync(IMonitoredItem triggeringItem, IReadOnlyCollection<IMonitoredItem>? linksToAdd, IReadOnlyCollection<IMonitoredItem>? linksToRemove, CancellationToken ct) returning SetTriggeringResult with per-link statuses; plus name-based fluent overloads; plus the declarative MonitoredItemOptions.TriggeredByNames option (see Triggering). Supports N:M via IMonitoredItem.TriggeringItems plural; batches per-triggering-item requests; replays automatically on recreate/reconnect. |
s.TransferAsync(target, sendInitialValues, ct) |
Configure transfer-on-recreate via ManagedSessionBuilder.WithTransferSubscriptionsOnRecreate(true). The per-call sendInitialValues toggle lives on SubscriptionOptions.SendInitialValuesOnTransfer (default false). |
s.SetSubscriptionDurableAsync(...) |
ISubscription.SetAsDurableAsync(TimeSpan lifetime, CancellationToken ct = default) → revised lifetime hours. |
s.SaveMessageInCache(...) |
Not on V2 (classic internal). The V2 message pipeline is channel-based with no replay cache. |
Monitored-item management
| Classic | V2 |
|---|---|
s.AddItem(item) / s.AddItems(IEnumerable) |
s.MonitoredItems.TryAdd(name, IOptionsMonitor<MonitoredItemOptions>, out IMonitoredItem) — V2 keys items by a caller-supplied stable string name. Fluent helper: s.TryAddMonitoredItem(name, nodeId, configure, out _). |
s.RemoveItem(item) / s.RemoveItems(...) |
s.MonitoredItems.TryRemove(clientHandle). |
s.ApplyChangesAsync(ct) |
Not needed — V2 batches automatically via the options monitor. |
s.CreateItemsAsync(ct) / s.ModifyItemsAsync(ct) / s.DeleteItemsAsync(...) |
Implicit via TryAdd / options push / TryRemove. |
s.SetMonitoringModeAsync(mode, ids, ct) |
Push MonitoredItemOptions { MonitoringMode = ... } per item. |
s.ResolveItemNodeIdsAsync(ct) |
Not on V2 — callers resolve RelativePath to NodeId ahead of time via Browse / TranslateBrowsePathsToNodeIds. |
s.MonitoredItems / s.MonitoredItemCount |
s.MonitoredItems.Items / s.MonitoredItems.Count. |
Per-item runtime
| Classic | V2 |
|---|---|
item.ClientHandle |
IMonitoredItem.ClientHandle. |
item.ServerId |
IMonitoredItem.ServerId. |
item.Status.Error / item.Status.Created / item.Status.Id |
IMonitoredItem.Error / Created / ServerId. |
item.AttributesModified |
Not on V2 — reconciliation is driven by IOptionsMonitor<MonitoredItemOptions> change tokens; there is no "modified" flag to query. |
item.Filter round-trip |
IMonitoredItem.FilterResult. |
item.DequeueValues() / item.LastValue |
Not on V2 — values flow through ISubscriptionNotificationHandler.OnDataChangeNotificationAsync(...); the handler decides what to retain. |
item.Notification += ... (event) |
Per-item dispatch through OnDataChangeNotificationAsync with DataValueChange.MonitoredItem. |
item.GetEventTypeAsync / GetFieldValue / GetEventTime / GetFieldName |
Not on V2 IMonitoredItem — event-field helpers are caller-side. For typed Part 9 alarm records use AlarmStreamExtensions.SubscribeAlarmsAsync. |
item.TriggeringItemId / item.TriggeredItems (1:1) |
IMonitoredItem.TriggeringItems (plural, N:M) and IMonitoredItem.TriggeredItems (reverse "items I trigger") — both on-demand projections by stable name. Matches OPC UA Part 4 §5.13.5 N:M; runtime desired-state mutations from imperative SetTriggeringAsync are immediately visible. |
Persistence (save / load)
| Classic | V2 |
|---|---|
session.Save(Stream, IEnumerable<Subscription>) (BinaryEncoder + SubscriptionState.Encode) |
ISubscriptionManager.SaveAsync(Stream, IServiceMessageContext, IEnumerable<ISubscription>?, CancellationToken), with fluent ManagedSession.SaveSubscriptionsAsync(stream) extension. |
session.Load(Stream, bool transferSubscriptions) |
ISubscriptionManager.LoadAsync(Stream, IServiceMessageContext, handlerFactory, transferSubscriptions, CancellationToken), with fluent ManagedSession.LoadSubscriptionsAsync(stream, factory, transfer, ct). Recreate (false) and transfer (true via TransferSubscriptions; falls back to recreate on Bad_SubscriptionIdInvalid / Bad_ServiceUnsupported) both work end-to-end. |
s.Snapshot(out SubscriptionState) / s.Restore(SubscriptionState) |
ISubscription.Snapshot() → SubscriptionStateSnapshot; ISubscriptionManager.RestoreAsync(handler, state, transfer, ct); per-item IMonitoredItem.Snapshot() → MonitoredItemStateSnapshot. Fluent: ManagedSession.SnapshotSubscriptions() / RestoreSubscriptionsAsync(states, factory, transfer, ct). |
| Triggering survives save/load | Classic: MonitoredItemState.TriggeredItems (server-id based, 1:1). V2: MonitoredItemStateSnapshot.TriggeredByNames (name based, N:M; round-trips through the binary encoder; replays automatically on recreate, see Save / load / restore behavior). |
Tuning knobs
| Classic | V2 |
|---|---|
s.MaxMessageCount |
Not on V2 — the channel-based pipeline uses an unbounded queue with backpressure. |
s.MinLifetimeInterval (property) |
SubscriptionOptions.MinLifetimeInterval. |
s.DisableMonitoredItemCache |
Not on V2 — there is no per-item cache to disable (the handler is the cache). |
s.SequentialPublishing |
Always-on. The V2 prioritized publish-ack channel guarantees per-subscription in-order delivery; documented on ISubscriptionNotificationHandler. |
s.RepublishAfterTransfer |
Implicit via MessageProcessor.TryRepublishAsync (always-on gap fill); no opt-out. |
s.OutstandingMessageWorkers (per-subscription) |
Manager-wide PublishWorkerCount. |
s.Id / s.TransferId |
ISubscription.ServerId (uint). |
s.Handle (caller bookkeeping) |
Not on ISubscription. Callers keep a side dictionary keyed by the item Name. |
Engine wiring
| Classic | V2 |
|---|---|
Session.SubscriptionEngineFactory defaulted to ClassicSubscriptionEngineFactory.Instance |
Defaulted to DefaultSubscriptionEngineFactory.Instance on ManagedSession. Raw Session constructed with DefaultSessionFactory defaults to classic for backwards compatibility; opt in by passing SubscriptionEngineFactory = DefaultSubscriptionEngineFactory.Instance. |
Session.AddSubscription(Subscription) (classic-typed) |
Unchanged — classic subscriptions are still added via this API on classic-engine sessions. On a V2-engine ManagedSession, classic subscriptions are bridged onto the V2 publish pipeline by an internal SubscriptionBridge. |
ISession.TryGetSubscriptionManager (V2) |
Returns the V2 manager alongside ManagedSession.Subscriptions (classic API), so both surfaces coexist on the same session. |
Per-item options mapping
Every classic configurable property maps directly to a field on
MonitoredItemOptions: StartNodeId, AttributeId, IndexRange,
Encoding, MonitoringMode, SamplingInterval, Filter,
QueueSize, DiscardOldest, TimestampsToReturn. The Order
and Name keys are V2-only (the latter is the dictionary key
used by IMonitoredItemCollection). item.RelativePath /
item.ResolveItemNodeIdsAsync / item.DisplayName are classic
caller conventions with no V2 equivalent — V2 uses a stable
per-item Name string instead.
Three-API summary
| Aspect | Classic Subscription |
V2 ISubscriptionManager |
IStreamingSubscription |
|---|---|---|---|
| Notification delivery | MonitoredItem.Notification event |
ISubscriptionNotificationHandler callback |
IAsyncEnumerable<T> |
| Add monitored item | subscription.AddItem(item); ApplyChanges() |
subscription.MonitoredItems.TryAdd(name, options, out _) |
streaming.SubscribeXxxAsync(...) |
| Remove monitored item | subscription.RemoveItem(item); ApplyChanges() |
subscription.MonitoredItems.TryRemove(handle) |
Dispose enumerator |
| Triggering API | SetTriggeringAsync(MonitoredItem, ArrayOf<MonitoredItem>, ArrayOf<MonitoredItem>, ct) (1:1 from triggered side via MonitoredItem.TriggeringItemId) |
SetTriggeringAsync(IMonitoredItem, IReadOnlyCollection<IMonitoredItem>?, IReadOnlyCollection<IMonitoredItem>?, ct) returning SetTriggeringResult; declarative MonitoredItemOptions.TriggeredByNames; N:M |
n/a (use the underlying V2 subscription) |
| Save / restore triggering | MonitoredItemState.TriggeredItems (server-id based) |
MonitoredItemStateSnapshot.TriggeredByNames (name based, N:M, round-trips through binary encoder) |
n/a |
| Reconnect / transfer triggering replay | RestoreTriggeringAsync re-issues SetTriggering after every reconnect |
TransferSubscriptions: no replay (server preserves links per spec); Recreate: automatic replay |
n/a |
| Cancellation | Manual | Per call (CT in handler) | Built-in (CT on stream) |
| Composition | Hand-rolled | Hand-rolled | LINQ-style helpers |
| Backpressure | Custom logic | Custom logic | Bounded channel internally |
| Best for | Legacy callers | Long-lived, multi-item subscriptions | Short-lived / wait-for-X scenarios |
All three APIs can coexist on the same session — pick the one that matches the use case.
Reference
- Subscription source:
src/Opc.Ua.Client/Subscription/ - Streaming source:
src/Opc.Ua.Client/Subscription/Streaming/ - Helpers:
src/Opc.Ua.Client/Subscription/Streaming/StreamingSubscriptionExtensions.cs - Alarm streaming:
src/Opc.Ua.Client/Alarms/AlarmStreamExtensions.cs - Sessions architecture and engine choice: Sessions.md
- Reference client sample:
samples/Reference/ConsoleReferenceClient/AlarmClientSample.cs