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Integrate Round 3 OtOpcUa corrections into the plan files (goal-state.md, roadmap.md) and append a Round 3 addendum to the corrections doc for audit trail.

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goal-state.md: schemas-repo seed paragraph (line 574) now reflects the `_base` equipment-class template (universal cross-machine baseline that every other class extends), explicit alignment to OPC UA Companion Spec OPC 40010 (Machinery) for the Identification component + MachineryOperationMode enum, OPC UA Part 9 for alarm-summary fields (HasActiveAlarms, ActiveAlarmCount, HighestActiveAlarmSeverity), ISO 22400 for lifetime counters (TotalRunSeconds, TotalCycles) that feed Availability + Performance KPIs, the canonical state vocabulary declared in `_base.stateModel`, and the OtOpcUa central config DB extension with 9 nullable OPC 40010 identity columns (Manufacturer, Model, SerialNumber, HardwareRevision, SoftwareRevision, YearOfConstruction, AssetLocation, ManufacturerUri, DeviceManualUri). Updated format-decisions count from 8 to 10 (added D9 _base+extends inheritance, D10 category→folder mapping). Multi-identifier section (line 156) gains a paragraph describing the OPC 40010 fields as additional first-class metadata beyond the five identifiers, with the operator-set / driver-dynamic-override pattern documented.

roadmap.md: OtOpcUa Year 1 cell (line 66) gains the universal `_base` equipment-class template seeded by the OtOpcUa team, with explicit OPC 40010 / OPC UA Part 9 / ISO 22400 references and the rationale ("avoids per-class drift in identity / state / alarm field naming and ensures every machine in the estate exposes the same baseline metadata regardless of vendor").

handoffs/otopcua-corrections-2026-04-17.md: appended a Round 3 addendum capturing the four follow-on additions (ACL design closing B1, dev-environment two-tier model, cutover scope removal closing C5, `_base` template + OPC 40010 columns building on B2). Updated summary table marks B1 / C1 / C5 as CLOSED, B2 as PARTIALLY CLOSED. Round 3 additions are committed in lmxopcua at `4903a19` and `d8fa3a0`, and in 3yearplan at `5953685` and `cd85159`.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Joseph Doherty
2026-04-17 13:04:18 -04:00
parent cd85159951
commit 8704f9e455
3 changed files with 44 additions and 3 deletions
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handoffs/otopcua-corrections-2026-04-17.md
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@@ -431,3 +431,33 @@ Neither of these affects the handoff or this corrections doc directly.
| **Addendum hardening fixes** | **4** | EquipmentId system-generated; ExternalIdReservation table; same-cluster namespace binding; Namespace generation-versioned |
The hardening fixes are committed in `lmxopcua` branch `v2` at commit `a59ad2e` (2026-04-17). Decisions #122–125 in `lmxopcua/docs/v2/plan.md` carry the rationale.
---
## Round 3 additions (2026-04-17, post-integration)
After the plan team integrated the original 19 corrections + 4 hardening fixes, the OtOpcUa team made a follow-on set of additions that landed directly in the plan files (`goal-state.md`, `roadmap.md`) plus the `schemas/` seed. Captured here for audit trail; no further action required from the plan team.
**ACL design committed** (lmxopcua decisions #129–132, closes B1 fully) — `NodePermissions` bitmask covering Browse / Read / Subscribe / HistoryRead / WriteOperate / WriteTune / WriteConfigure / AlarmRead / AlarmAcknowledge / AlarmConfirm / AlarmShelve / MethodCall + bundles, 6-level scope hierarchy with default-deny + additive grants, generation-versioned `NodeAcl` table, cluster-create workflow seeding the v1 LDAP-role-to-permission map for v1 → v2 consumer migration parity, Admin UI ACL tab + bulk grant + permission simulator. Phase 1 ships the schema + Admin UI + evaluator unit tests; per-driver enforcement lands in each driver's phase. Doc: `lmxopcua/docs/v2/acl-design.md`.
**Dev-environment two-tier model** (decisions #133–137) — inner-loop on developer machines (in-process simulators only) + integration on a single dedicated Windows host with Docker WSL2 backend so TwinCAT XAR VM can run in Hyper-V alongside containerized simulators. Galaxy testing stays on developer machines that have local Aveva licenses; integration host doesn't carry the license. Doc: `lmxopcua/docs/v2/dev-environment.md`.
**Cutover removed from OtOpcUa v2 scope** (decision #136, closes C5 fully) — owned by a separate integration / operations team (not yet named). OtOpcUa team's responsibility ends at Phase 5 (all drivers built, all stability protections in place, full Admin UI shipped including ACL editor). Already integrated into `roadmap.md` line 66 by the plan team in commit `68dbc01`.
**Schemas-repo seed** at `3yearplan/schemas/` (closes B2 partially — content available, owner team naming + dedicated repo creation still pending). Includes JSON Schema format definitions, FANUC CNC pilot, worked UNS subtree example, documentation. Already integrated into `goal-state.md` line 574 by the plan team in commit `dee56a6`.
**`_base` equipment-class template + OPC 40010 alignment** (lmxopcua decisions #138–139, builds on B2 resolution) — universal cross-machine baseline that every other class extends. References OPC UA Companion Spec OPC 40010 (Machinery) for the Identification component + MachineryOperationMode enum, OPC UA Part 9 for alarm-summary fields, ISO 22400 for lifetime counters that feed Availability + Performance KPIs, the canonical state vocabulary from this handoff §"Canonical Model Integration". Equipment table extended with 9 nullable OPC 40010 identity columns (Manufacturer, Model, SerialNumber, HardwareRevision, SoftwareRevision, YearOfConstruction, AssetLocation, ManufacturerUri, DeviceManualUri); drivers that can read these dynamically (FANUC `cnc_sysinfo()`, Beckhoff `TwinCAT.SystemInfo`, etc.) override the static value at runtime. `_base` declares 27 signals across Identity / Status / Alarm / Diagnostic / Counter / Process categories + 2 universal alarms (communication-loss, data-stale) + the canonical state vocabulary. Already integrated into `goal-state.md` line 574 (schemas-repo seed paragraph) and `goal-state.md` line 156 (multi-identifier section gains the OPC 40010 fields paragraph) and `roadmap.md` line 66/67 by this commit.
### Updated summary
| Category | Count | Notes |
|----------|------:|-------|
| A. Inaccuracies | 2 | Both wording/framing issues; no architectural conflict |
| B. Missing constraints | 3 | B1 ACLs **CLOSED** (#129–132); B2 schemas-repo **PARTIALLY CLOSED** (seed contributed; owner-team + dedicated-repo TBD); B3 cert-distribution remains operational concern |
| C. Architectural decisions to revisit | 6 | C1 driver list **CLOSED** (#128); C5 cutover scope **CLOSED** (#136 — out of v2 scope); others still flagged |
| D. Resolved TBDs | 4 | Pilot class, schemas repo format, ACL location, enterprise shortname (unresolved) |
| E. New TBDs | 4 | UUID-gen authority, Aveva validation, multi-cluster site addressing, cluster-endpoint mental model |
| **Addendum hardening fixes** | **4** | EquipmentId system-generated; ExternalIdReservation table; same-cluster namespace binding; Namespace generation-versioned |
| **Round 3 additions** | **4** | ACL design (#129–132); dev-environment two-tier (#133–137); cutover scope removal (#136); `_base` template + OPC 40010 columns (#138–139) |
The Round 3 additions are committed in `lmxopcua` branch `v2` at commits `4903a19` (ACL + dev-env + cutover removal) and `d8fa3a0` (Equipment OPC 40010 columns + Identification panel), and in `3yearplan` at commits `5953685` (schemas seed) and `cd85159` (`_base` template + OPC 40010 alignment + format-decisions D9 + D10).