Second slice of the 2026-09-09 whole-system review remediation
(docs/plans/2026-09-09-arch-review.md §10), on top of the High slice 146a1323.
Runtime/devices: SR-2 alarm on-trigger integration scope; SR-3 correlated NativeAlarmActor
subscribe retry; SR-4 immutable audited DB target; SR-5 ordered InstanceActor stop/flush;
SR-12 rehydration fence; SR-13 S&F gate recheck per delivery; DC-4 no OPC UA security
downgrade; DC-5 alarm snapshot for every new subscriber; ORCH-1 sync-dispose joins the pump.
Management/UI: MG-2 site scope on audit tree + Flow Debugger Replay; MG-3 stale-probe memo
removed; MG-4 server-owned bulk-deploy deadline; UI-5 sandbox runs in a killable child
process (new CentralUI.SandboxWorker project); UI-14 bounded sandbox output/IPC.
Edge/audit: EI-1 relay audit ownership; EI-2 SkipBodyCapture suppresses error text; EI-3/EI-11
error-field redaction + caps; EI-4 single relay deadline, pre-execution-only retry; EI-5
authenticated relay provenance; EI-10 body cap before audit read.
Persistence/contracts: DL-1 global Instance.UniqueName unique index + conflict translation;
DL-2 DataConnection protocol config encrypted at rest (migration
20260909203046_EnforceGlobalInstanceNamesAndProtectProtocolConfiguration — coordinated
central upgrade, old binaries cannot read protected rows); DL-3 bounded Replay paging;
DL-6 cross-site Overwrite of a deployed instance rejected; XC-4 proto descriptor contract test.
Config/hygiene: XC-1 central listener isolation by local port; XC-2/XC-3 inert SMTP + cron
keys removed from rig settings; CM-2 env2 bootstrap guard enabled; DC-6 deploy site exit code;
DC-7 notifier retries only explicit standby rejection; XC-5 ClusterClient purged from docs.
Gates recorded in the report: build 0/0, 9 397 passed / 0 failed, rig redeployed on all
eight nodes with the migration applied. 46 Low findings remain open.
TimeoutSeconds is the per-system HTTP timeout ExternalSystemClient reads at
call time and is deployed to sites (proto field 6), but Transport bundles
silently dropped it: the DTO never carried it, export never wrote it, the
importer's Add path reset it to 0, the Overwrite path left the target's
stale value untouched, and ArtifactDiff never compared it (so a bundle
whose only change was a tuned timeout previewed as Identical).
Adds TimeoutSeconds as an additive-optional trailing field on
ExternalSystemDto (schemaVersion stays 1.1, bundleFormatVersion unchanged)
and threads it through EntitySerializer (export + import), BundleImporter
(Add and Overwrite), and ArtifactDiff.CompareExternalSystem. Old-bundle
semantics pinned: an absent field (null) falls back to the entity default
on Add and leaves the target's existing value untouched on Overwrite/diff.
Beefed up the RoundTripEquivalenceTests external-system fixture with a
non-default TimeoutSeconds so the reflection round-trip guard actually
exercises the field instead of comparing default against default.
Swept the rest of the ExternalSystemDto shape against
ExternalSystemDefinition field-by-field; no other operative field is
missing.
Row 65 — trigger FIRED, fixed. BundleUnlockAttempt rows were pruned only by
nodes actively serving unlocks, so a cluster that stopped importing entirely
left its last rows in place forever. The row's own trigger was "Transport gains
a central scheduler a prune tick could ride" — it has one now:
BundleSessionEvictionService, the central-only 1-minute session sweep added by
the transport-session fixes. It now also ticks the new
IBundleUnlockAttemptWindow.PruneAsync. Both drivers share the ONE 15-minute CAS
cadence claim, so ticking on a 1-minute sweep costs at most one bounded DELETE
per quarter hour and the two can never prune concurrently. PruneAsync is
contractually non-throwing (unlike TryRegisterAttemptAsync, which throws and
lets the limiter own the fail-open decision) — a background sweep has no caller
to report to and must survive a database blip. Both Transport docs updated;
three tests in FleetWideUnlockThrottleTests, incl. the retention sweep running
with no unlock traffic anywhere in the test, which is the whole point.
Row 58 — closed with a pin, and the OLD pin was found blind. The existing
Deployments_Dispose_UnsubscribesFromNotifier is behavioural: it is satisfied by
the _disposed guard alone, so deleting the `-=` from Dispose leaves it green
while the singleton notifier keeps a delegate pinning the circuit-scoped
component. Verified by mutation — with the `-=` removed the old test still
passed and only the two new pins failed. Added:
* a structural retention pin asserting the notifier's invocation list actually
shrinks to 0 on Dispose;
* a source scan pinning the row's stated TRIGGER ("a second page subscribes,
or any subscriber lands without a matching Dispose unsubscribe") — every
CentralUI file that subscribes must also unsubscribe and be IDisposable,
with a non-empty guard so the scan cannot pass vacuously.
Row 60 — closed with a pin, and the register's premise corrected.
GlobalArtifactSnapshot does NOT hold EF-materialised entities: it is projected
into pure Commons DTOs before the fan-out. The EF state that genuinely crosses
into the parallel send is the tracked Site entities the lambda closes over, and
that is safe only while lazy loading is off. Pinned in ConfigurationDatabase
.Tests two ways — no proxies extension on the built DbContextOptions, and no
EntityFrameworkCore.Proxies package reference anywhere in the repo (the
structurally stronger half: UseLazyLoadingProxies() is not a compilable call
without it). The real invariant is now spelled out at the fan-out itself.
Row 59 — no product change; added the missing tripwire remark stating the
constraint the safety argument rests on (serial by design, one scoped DbContext,
do not Task.WhenAll; if it gets slow the fix is a scope PER SITE, not a shared
scope under fan-out). Line numbers in the register have drifted to :528-545.
Rows 36, 37, 64: verification only, no change — see the sweep report.
The per-IP unlock throttle's counters were a process-local ConcurrentDictionary
on each central node, so the effective fleet cap was N x
MaxUnlockAttemptsPerIpPerHour per client (failing over to the other node handed
the client a fresh budget) and a node restart cleared the window outright.
The window now lives in the central MS SQL BundleUnlockAttempt table — the HA
store both central nodes already share, so no new infrastructure, no new port,
no consensus protocol:
- Commons: BundleUnlockAttempt entity + IBundleUnlockAttemptRepository.
- ConfigurationDatabase: entity config (one index,
IX_BundleUnlockAttempt_Client_Attempted, serving both the windowed count and
the prune), repository (AsNoTracking count, ExecuteDeleteAsync prune),
DbSet, DI registration, migration AddBundleUnlockAttemptTable + the
hand-written idempotent production script under docs/plans/sql/.
- Transport: IBundleUnlockAttemptWindow seam + SqlBundleUnlockAttemptWindow
(singleton; resolves the scoped repository from its own scope per call, like
the central purge singletons). BundleUnlockRateLimiter keeps the policy and
gains TryRegisterAttemptAsync; BundleImporter.LoadAsync calls it.
Behaviour preserved from row 44: locked bundles spend no hourly budget (the
lockout check still runs first), throttle denials burn no per-bundle strike and
are NOT recorded so they cannot roll the window forward, unattributable clients
share the stricter <unattributed> bucket, and the budget counts attempts rather
than failures. Config keys and their semantics are unchanged, so the rig's 500
override stays valid.
Three deliberate trades, documented in both Transport docs:
- FAILS OPEN. A store error logs a Warning naming the client and cap, and
permits the attempt. This is a best-effort rate cap over an already
authenticated, Administrator-gated surface — the availability of legitimate
imports outranks the cap, and a DB blip must not make the import wizard
unusable. Falling back to the process-local window was considered and
rejected: it would still block a legitimate operator's 11th import.
- Approximate. Count-then-insert is not atomic across nodes, so simultaneous
attempts can overshoot by the number in flight — bounded, self-correcting
within the window, and not worth provider-specific raw SQL.
- Pruned opportunistically on the unlock path (CAS-claimed at most every 15
min per process, bounded to 1000 rows, retaining 2x the window, best-effort
try/catch) rather than by a new background service — Transport owns no
central scheduler. Same shape as DeploymentService's terminal-record sweep.
Tests: Transport.IntegrationTests 116 passed (+10 — two limiter instances over
one store enforcing a single combined window, restart durability, denials
burning no budget, sliding release, bucket isolation, store-failure fail-open,
caller-cancellation not swallowed, no-shared-window fallback, prune and its
negative control); ConfigurationDatabase 395 passed (+5).
Six adversarial-review findings, each verified against the code first.
F1 (HIGH) CLI HttpClient capped every call at min(30s, caller timeout),
silently truncating deploy site's 5-minute BulkDeployTimeout and the
5-minute bundle export/preview/import calls — which printed a fake
"504 Request timed out" while the server kept working. HttpClient.Timeout
is now Timeout.InfiniteTimeSpan (the per-call CTS is the single overall
deadline, connect included) with the connect phase bounded separately on
SocketsHttpHandler.ConnectTimeout. The env override is renamed to
SCADABRIDGE_HTTP_CONNECT_TIMEOUT_SECONDS to match its new meaning.
F2 (HIGH) StaleInstanceProbe's process-static memo served stale hashes
because nothing bumped the watermark on three paths:
(a) BundleImporter commits through the raw DbContext, so no import ever
moved the watermark — a second import overwriting the same template
could be OMITTED from ImportResult.StaleInstanceIds. It now bumps
once per apply ATTEMPT: after the commit, and after the rollback too
(the probe runs pre-commit, so a rolled-back attempt leaves memos for
state that never landed; bumping on both paths is the simplest
correct shape, versus threading transaction awareness through a
process-static cache).
(b) CollectWatermarkBumps' default: arm silently no-op'd, contradicting
its own doc. It now sets unattributed=true — an over-broad bump costs
extra work, a missed one produces stale work.
(c) DataConnection edits route through SiteRepository.SaveChangesAsync,
which had no watermark at all, yet Protocol/Primary+Backup config/
FailoverRetryCount are revision-hash inputs. It now bumps (BumpAll —
a connection has no owning template) after a commit that touched one.
F3 (MED) CLI TemplateTableProjection read child ARRAYS, but ListTemplates
now returns database-projected TemplateSummary rows, so template list
printed all zeros. It now prefers the *Count scalars and falls back to
array length (template get still returns full entities). --detail help
text and README corrected: a listing cannot yield definitions, so --detail
renders the raw summary payload and template get --id is the full dump.
F4 (MED) DeploySiteAsync staged every PendingDeployment in phase 1 against
a 5-min TTL while phase 2 reached them one batch at a time, so tail
instances' fetch tokens could expire before their command was sent.
Staging moved into phase 2, immediately before each send; prepare keeps
its flatten/validate/record work. The staging write is the phase's only
repository touch and is serialised behind a 1-permit semaphore, so the
non-thread-safe DbContext constraint holds and the sends stay concurrent.
F5 (MED, latent) DeploySiteAsync leaked every held operation lock if
cancelled — a wedged per-instance semaphore is permanent for the process.
Phase 2 no longer throws (cancellation is recorded as a per-instance
outcome so phase 3 still runs), and an escape from phase 1 or 3 now
unwinds every unfinalised entry: Failed status + lock release.
F6 (LOW) ScriptCompileVerdictCache's promotion wrote hot directly,
bypassing SegmentCapacity (true ceiling 3x against a documented 2x).
Promotion now goes through Store, keeping generational semantics; _hot
and _cold are volatile.
Tests: CLI 396, DeploymentManager 133, ManagementService 494,
TemplateEngine 478, ScriptAnalysis 60, Transport 157, Transport
integration 106, ConfigurationDatabase 366 — all green, 0 build warnings.
The F2/F4/F5 regression tests were each confirmed to FAIL with their fix
reverted.
Caught live 2026-08-01 importing a bundle into the empty env2 cluster: a
create-missing Site has Id == 0 until SaveChanges on a relational provider,
and ApplyDataConnectionsAsync stamps DataConnection.SiteId as a raw scalar
(no navigation, no EF fix-up), so the insert violated
FK_DataConnections_Sites_SiteId. Every importer integration test runs on
the EF in-memory provider, which assigns ids eagerly on AddAsync — the
exact masking the in-code comment predicted. Fix: one SaveChangesAsync
between the site pass and the connection pass, riding the same outer
transaction (all-or-nothing preserved; the failed live import rolled back
cleanly). Regression test runs the create-missing path on SQLite
(CreateMissingSiteRelationalTests) — red without the fix, green with it.
BundleImporter.ApplyAsync opened a user-initiated transaction directly,
but the central ConfigurationDb context is configured with
EnableRetryOnFailure. SqlServerRetryingExecutionStrategy rejects
user-initiated transactions, so every bundle import threw on any real
SQL Server ('...does not support user-initiated transactions.'). The
whole Transport suite ran on the in-memory provider (no retrying
strategy, BeginTransaction is a no-op) so it never surfaced.
Extract the transactional apply into ApplyMergeAsync and drive it via
_dbContext.Database.CreateExecutionStrategy().ExecuteAsync, so the
strategy owns the BeginTransaction -> apply -> Commit unit as one
retriable block. The delegate resets per-attempt state (change tracker
+ ApplyMergeAsync rebuilds its own summary/resolution accumulators) so a
retried attempt cannot double-apply; a rollback failure is captured and
surfaced on the BundleImportFailed audit row exactly as before. Post-
commit side effects (ScriptArtifactsChanged publish, session zero/
remove) moved outside the retriable delegate so they run once.
Regression test: BundleImporterRetryingStrategyTests runs the import on
SQLite with a retrying execution strategy (RetriesOnFailure == true,
arming the same guard as production). It fails with the exact production
error on the pre-fix code and passes after. Existing rollback/apply
contracts unchanged (104 integration + 154 unit tests green).
#05-T23. ArtifactDiff.CompareTemplate gains optional folderNameById /
templateNameById maps; FolderNameOf / BaseTemplateNameOf / CompositionTargetNameOf
resolve the existing template's FolderId / ParentTemplateId / composition
ComposedTemplateId to real names (falling back to the <id:N> placeholder only
when a map is absent or misses, keeping existing unit-test callers valid).
PreviewAsync builds templateNameById from GetAllTemplatesAsync (parent/composition
targets can be any template, not just bundle-named ones) and threads both maps
through. Fixes spurious Modified on every re-import of a foldered/derived/composed
template. End-to-end preview test + two ArtifactDiff unit tests.
Claude-Session: https://claude.ai/code/session_01MtdgwpEeCUn6cUA5f1LMPj
#05-T20. Bundle import is now the fifth ScriptTrustValidator delegating call
site. RunSemanticValidationAsync gains a Pass 0 that runs ScriptTrustValidator
.FindViolations over every non-Skip template / shared / ApiMethod script body
before name resolution; any violation is a HARD error for all kinds (a trust
verdict is authoritative, not the false-positive-prone name heuristic) and
short-circuits so it is never masked by a Pass-1 name error. DetectBlockersAsync
runs the same gate for preview parity, emitting entity-qualified Blocker rows.
Transport gains a direct ScriptAnalysis project reference. Docs: Component-
ScriptAnalysis (fifth call site) + Component-Transport updated.
Claude-Session: https://claude.ai/code/session_01MtdgwpEeCUn6cUA5f1LMPj
#05-T19. Import name-resolution findings are now split by origin: template-script
(and attribute-default-expression) references become non-blocking advisory
warnings (ConflictKind.Warning + ImportResult.Warnings) since the design-time
deploy gate re-validates authoritatively; ApiMethod-script references stay hard
errors (SemanticValidationException / ConflictKind.Blocker) as they have no
downstream gate. Names declared locally in a body (Roslyn-parsed local functions
/ methods) are excluded so a script's own helper isn't flagged; KnownNonReferenceNames
extended with common BCL/LINQ/SQL surface. DetectBlockersAsync and
RunSemanticValidationAsync Pass 1 apply the identical split so preview and apply
agree. Rollback/hard-fail tests retargeted to ApiMethods (the still-hard-failing
vehicle). CentralUI preview renders the new Warning badge/advisory.
Claude-Session: https://claude.ai/code/session_01MtdgwpEeCUn6cUA5f1LMPj
New Commons seam: ScriptArtifactsChanged record + ScriptArtifactKinds + the
IScriptArtifactChangeBus pub/sub interface. Host ships InProcessScriptArtifactChangeBus
(lock-free copy-on-write, swallow-and-log per subscriber) registered as a central-role
singleton. BundleImporter gains an optional IScriptArtifactChangeBus? and, AFTER
tx.CommitAsync, publishes one notification per script-bearing kind (ApiMethod/
SharedScript/Template) whose resolution was Overwrite/Rename, using post-resolution
names — fully guarded so a bad subscriber can't fail a committed import. Contract +
plan-06 handoff table documented. No consumer yet (additive; publisher is correct).
Claude-Session: https://claude.ai/code/session_01MtdgwpEeCUn6cUA5f1LMPj
Follow-up from the T5 code review: assert an idempotent Overwrite emits zero
TemplateNativeAlarmSource* audit rows, and round-trip IsInherited/LockedInDerived
as true through both the serializer and the importer BuildTemplate path.
Claude-Session: https://claude.ai/code/session_01MtdgwpEeCUn6cUA5f1LMPj
New TemplateNativeAlarmSourceDto + init-only TemplateDto.NativeAlarmSources (empty
default, additive — IsInherited placeholders carried for the collision detector).
Exported in ToBundleContent, consumed in FromBundleContent + BuildTemplate, and a
new SyncTemplateNativeAlarmSourcesAsync runs the Overwrite add/update/delete child
sync with per-change audit rows. ArtifactDiff.CompareTemplate now DiffChildren over
native sources so Preview reports a NativeAlarmSources field change. Proven by an
end-to-end flatten test: an instance native-alarm-source override that dangled
pre-fix now resolves against the re-imported template source.
Claude-Session: https://claude.ai/code/session_01MtdgwpEeCUn6cUA5f1LMPj
Adds a trailing optional `bool LockedInDerived = false` to TemplateAttributeDto,
TemplateAlarmDto and TemplateScriptDto (mirrors the ExecutionTimeoutSeconds
additive precedent — no schemaVersion bump). Populated at export
(ToBundleContent), consumed on import (FromBundleContent, BuildTemplate, and all
three SyncTemplate*Async changed-predicate + copy + new-entity paths, incl. audit
payloads). Old-form bundles that lack the property still deserialize to false.
Claude-Session: https://claude.ai/code/session_01MtdgwpEeCUn6cUA5f1LMPj
Joseph Doherty