Phase 6 reconcile — merge adjustments into plan bodies, add decisions #143-162, scaffold compliance stubs

After shipping the four Phase 6 plan drafts (PRs 77-80), the adversarial-review
adjustments lived only as trailing "Review" sections. An implementer reading
Stream A would find the original unadjusted guidance, then have to cross-reference
the review to reconcile. This PR makes the plans genuinely executable:

1. Merges every ACCEPTed review finding into the actual Scope / Stream / Compliance
   sections of each phase plan:
   - phase-6-1: Scope table rewrite (per-capability retry, (instance,host) pipeline key,
     MemoryTracking vs MemoryRecycle split, hybrid watchdog formula, demand-aware
     wedge detector, generation-sealed LiteDB). Streams A/B/D + Compliance rewritten.
   - phase-6-2: AuthorizationDecision tri-state, control/data-plane separation,
     MembershipFreshnessInterval (15 min), AuthCacheMaxStaleness (5 min),
     subscription stamp-and-reevaluate. Stream C widened to 11 OPC UA operations.
   - phase-6-3: 8-state ServiceLevel matrix (OPC UA Part 5 §6.3.34-compliant),
     two-layer peer probe (/healthz + UaHealthProbe), apply-lease via await using,
     publish-generation fencing, InvalidTopology runtime state, ServerUriArray
     self-first + peers. New Stream F (interop matrix + Galaxy failover).
   - phase-6-4: DraftRevisionToken concurrency control, staged-import via
     EquipmentImportBatch with user-scoped visibility, CSV header version marker,
     decision-#117-aligned identifier columns, 1000-row diff cap,
     decision-#139 OPC 40010 fields, Identification inherits Equipment ACL.

2. Appends decisions #143 through #162 to docs/v2/plan.md capturing the
   architectural commitments the adjustments created. Each decision carries its
   dated rationale so future readers know why the choice was made.

3. Scaffolds scripts/compliance/phase-6-{1,2,3,4}-compliance.ps1 — PowerShell
   stubs with Assert-Todo / Assert-Pass / Assert-Fail helpers. Every check
   maps to a Stream task ID from the corresponding phase plan. Currently all
   checks are TODO and scripts exit 0; each implementation task is responsible
   for replacing its TODO with a real check before closing that task. Saved
   as UTF-8 with BOM so Windows PowerShell 5.1 parses em-dash characters
   without breaking.

Net result: the Phase 6.1 plan is genuinely ready to execute. Stream A.3 can
start tomorrow without reconciling Streams vs. Review on every task; the
compliance script is wired to the Stream IDs; plan.md has the architectural
commitments that justify the Stream choices.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

docs/v2/implementation/phase-6-2-authorization-runtime.md

@@ -20,15 +20,22 @@ Closes these gaps:
 
 ## Scope — What Changes
 
+**Architectural separation** (critical for correctness): `LdapGroupRoleMapping` is **control-plane only** — it maps LDAP groups to Admin UI roles (`FleetAdmin` / `ConfigEditor` / `ReadOnly`) and cluster scopes for Admin access. **It is NOT consulted by the OPC UA data-path evaluator.** The data-path evaluator reads `NodeAcl` rows joined directly against the session's **resolved LDAP group memberships**. The two concerns share zero runtime code path.
+
 | Concern | Change |
 |---------|--------|
-| `Configuration` project | New entity `LdapGroupRoleMapping { Id, LdapGroup, Role, ClusterId? (nullable = system-wide), IsSystemWide, GeneratedAtUtc }`. Migration. Admin CRUD. |
-| `Core` → new `Core.Authorization` sub-namespace | `IPermissionEvaluator` interface; concrete `PermissionTrieEvaluator` implementation loads ACLs + LDAP mappings from Configuration, builds a trie keyed on the 6-level scope hierarchy, evaluates a `(UserClaim[], NodeId, NodePermissions)` → `bool` decision in O(depth × group-count). |
-| `Core.Authorization` cache | `PermissionTrieCache` — one trie per `(ClusterId, GenerationId)`. Rebuilt on `sp_PublishGeneration` confirmation; served from memory thereafter. Per-session evaluator keeps a reference to the current trie + user's LDAP groups. |
-| OPC UA server dispatch | `OtOpcUa.Server/OpcUa/DriverNodeManager.cs` Read/Write/HistoryRead/MonitoredItem-create paths call `PermissionEvaluator.Authorize(session.Identity, nodeId, NodePermissions.Read)` etc. before delegating to the driver. Unauthorized returns `BadUserAccessDenied` (0x80210000) — not a silent no-op per corrections-doc B1. |
-| `LdapAuthService` (existing) | On cookie-auth success, resolves the user's LDAP groups via `LdapGroupService.GetMemberships` + loads the matching `LdapGroupRoleMapping` rows → produces a role-claim list + cluster-scope claim list. Stored on the auth cookie. |
-| Admin UI `AclsTab.razor` | Repoint edits at the new `NodeAclService` API that writes through to the same table the evaluator reads. Add a "test this permission" probe that runs a dummy evaluator against a chosen `(user, nodeId, action)` so ops can sanity-check grants before publishing a draft. |
-| Admin UI new tab `RoleGrantsTab.razor` | CRUD over `LdapGroupRoleMapping`. Per-cluster + system-wide grants. FleetAdmin only. |
+| `Configuration` project | New entity `LdapGroupRoleMapping { Id, LdapGroup, Role, ClusterId? (nullable = system-wide), IsSystemWide, GeneratedAtUtc }`. **Consumed only by Admin UI role routing.** Migration. Admin CRUD. |
+| `Core` → new `Core.Authorization` sub-namespace | `IPermissionEvaluator.Authorize(IEnumerable<Claim> identity, OpcUaOperation op, NodeId nodeId) → AuthorizationDecision`. `op` covers every OPC UA surface: Browse, Read, Write, HistoryRead, HistoryUpdate, CreateMonitoredItems, TransferSubscriptions, Call, Acknowledge, Confirm, Shelve. Result is tri-state (internal model distinguishes `Allow` / `NotGranted` / `Denied` + carries matched-grant provenance). Phase 6.2 only produces `Allow` + `NotGranted`; v2.1 Deny lands without API break. |
+| `PermissionTrieBuilder` | Builds trie from `NodeAcl` rows joined against **resolved LDAP group memberships**, keyed on 6-level scope hierarchy for Equipment namespaces. **SystemPlatform namespaces (Galaxy)** use a `FolderSegment` scope level between Namespace and Tag, populated from `Tag.FolderPath` segments, so folder subtree authorization works on Galaxy trees the same way UNS works on Equipment trees. Trie node carries `ScopeKind` enum. |
+| `PermissionTrieCache` + freshness | One trie per `(ClusterId, GenerationId)`. Invalidated on `sp_PublishGeneration` via in-process event bus AND generation-ID check on hot path — every authz call looks up `CurrentGenerationId` (Polly-wrapped, sub-second cache); a Backup that cached a stale generation detects the mismatch + forces re-load. **Redundancy-safe**. |
+| `UserAuthorizationState` freshness | Cached per session BUT bounded by `MembershipFreshnessInterval` (default **15 min**). Past that, the next hot-path authz call re-resolves LDAP group memberships via `LdapGroupService`. Failure to re-resolve (LDAP unreachable) → **fail-closed**: evaluator returns `NotGranted` for every call until memberships refresh successfully. Decoupled from Phase 6.1's availability-oriented 24h cache. |
+| `AuthCacheMaxStaleness` | Separate from Phase 6.1's `UsingStaleConfig` window. Default 5 min — beyond that, authz fails closed regardless of Phase 6.1 cache warmth. |
+| OPC UA server dispatch — all enforcement surfaces | `DriverNodeManager` wires evaluator on: **Browse + TranslateBrowsePathsToNodeIds** (ancestors implicitly visible if any descendant has a grant; denied ancestors filter from results), **Read** (per-attribute StatusCode `BadUserAccessDenied` in mixed-authorization batches; batch never poisons), **Write** (uses `NodePermissions.WriteOperate/Tune/Configure` based on driver `SecurityClassification`), **HistoryRead** (uses `NodePermissions.HistoryRead` — **distinct** flag, not Read), **HistoryUpdate** (`NodePermissions.HistoryUpdate`), **CreateMonitoredItems** (per-`MonitoredItemCreateResult` denial), **TransferSubscriptions** (re-evaluates items on transfer), **Call** (`NodePermissions.MethodCall`), **Acknowledge/Confirm/Shelve** (per-alarm flags). |
+| Subscription re-authorization | Each `MonitoredItem` is stamped with `(AuthGenerationId, MembershipVersion)` at create time. On every Publish, items with a stamp mismatching the session's current `(AuthGenerationId, MembershipVersion)` get re-evaluated; revoked items drop to `BadUserAccessDenied` within one publish cycle. Unchanged items stay fast-path. |
+| `LdapAuthService` | On cookie-auth success: resolves LDAP group memberships; loads matching `LdapGroupRoleMapping` rows → role claims + cluster-scope claims (control plane); stores `UserAuthorizationState.LdapGroups` on the session for the data-plane evaluator. |
+| `ValidatedNodeAclAuthoringService` | Replaces CRUD-only `NodeAclService` for authoring. Validates (LDAP group exists, scope exists in current or target draft, grant shape is valid, no duplicate `(LdapGroup, Scope)` pair). Admin UI writes only through it. |
+| Admin UI `AclsTab.razor` | Writes via `ValidatedNodeAclAuthoringService`. Adds Probe-This-Permission row that runs the real evaluator against a chosen `(LDAP group, node, operation)` and shows `Allow` / `NotGranted` + matched-grant provenance. |
+| Admin UI new tab `RoleGrantsTab.razor` | CRUD over `LdapGroupRoleMapping`. Per-cluster + system-wide grants. FleetAdmin only. **Documentation explicit** that this only affects Admin UI access, not OPC UA data plane. |
 | Audit log | Every Grant/Revoke/Publish on `LdapGroupRoleMapping` or `NodeAcl` writes an `AuditLog` row with old/new state + user. |
 
 ## Scope — What Does NOT Change
@@ -66,14 +73,19 @@ Closes these gaps:
 5. **B.5** Per-session cached evaluator: OPC UA Session authentication produces `UserAuthorizationState { ClusterId, LdapGroups[], Trie }`; cached on the session until session close or generation-apply.
 6. **B.6** Unit tests: trie-walk theory covering (a) Cluster-level grant cascades to tags, (b) Equipment-level grant doesn't leak to sibling Equipment, (c) multi-group union, (d) no-grant → deny, (e) Galaxy nodes skip UnsArea/UnsLine levels.
 
-### Stream C — OPC UA server dispatch wiring (4 days)
+### Stream C — OPC UA server dispatch wiring (6 days, widened)
 
-1. **C.1** `DriverNodeManager.Read` — consult evaluator before delegating to `IReadable`. Unauthorized nodes get `BadUserAccessDenied` per-attribute, not on the whole batch.
-2. **C.2** `DriverNodeManager.Write` — same. Evaluator needs `NodePermissions.WriteOperate` / `WriteTune` / `WriteConfigure` depending on driver-reported `SecurityClassification` of the attribute.
-3. **C.3** `DriverNodeManager.HistoryRead` — ACL checks `NodePermissions.Read` (history uses the same Read flag per `acl-design.md`).
-4. **C.4** `DriverNodeManager.CreateMonitoredItem` — denies unauthorized nodes at subscription create time, not after the first publish. Cleaner than silently omitting notifications.
-5. **C.5** Alarm actions (acknowledge / confirm / shelve) — checks `AlarmAck` / `AlarmConfirm` / `AlarmShelve` flags.
-6. **C.6** Integration tests: boot server with a seed trie, auth as three distinct users with different group memberships, assert read of one tag allowed + read of another denied + write denied where Read allowed.
+1. **C.1** `DriverNodeManager.Read` — evaluator consulted per `ReadValueId` with `OpcUaOperation.Read`. Denied attributes get `BadUserAccessDenied` per-item; batch never poisons. Integration test covers mixed-authorization batch (3 authorized + 2 denied → 3 Good values + 2 Bad StatusCodes, request completes).
+2. **C.2** `DriverNodeManager.Write` — evaluator chooses `NodePermissions.WriteOperate` / `WriteTune` / `WriteConfigure` based on the driver-reported `SecurityClassification`.
+3. **C.3** `DriverNodeManager.HistoryRead` — **uses `NodePermissions.HistoryRead`**, which is a **distinct flag** from Read. Test: user with Read but not HistoryRead can read live values but gets `BadUserAccessDenied` on `HistoryRead`.
+4. **C.4** `DriverNodeManager.HistoryUpdate` — uses `NodePermissions.HistoryUpdate`.
+5. **C.5** `DriverNodeManager.CreateMonitoredItems` — per-`MonitoredItemCreateResult` denial in mixed-authorization batch; partial success path per OPC UA Part 4. Each created item stamped `(AuthGenerationId, MembershipVersion)`.
+6. **C.6** `DriverNodeManager.TransferSubscriptions` — on reconnect, re-evaluate every transferred `MonitoredItem` against the session's current auth state. Stale-stamp items drop to `BadUserAccessDenied`.
+7. **C.7** **Browse + TranslateBrowsePathsToNodeIds** — evaluator called with `OpcUaOperation.Browse`. Ancestor visibility implied when any descendant has a grant (per `acl-design.md` §Browse). Denied ancestors filter from browse results — the UA browser sees a hierarchy truncated at the denied ancestor rather than an inconsistent child-without-parent view.
+8. **C.8** `DriverNodeManager.Call` — `NodePermissions.MethodCall`.
+9. **C.9** Alarm actions (Acknowledge / Confirm / Shelve) — per-alarm `NodePermissions.AlarmAck` / `AlarmConfirm` / `AlarmShelve`.
+10. **C.10** Publish path — for each `MonitoredItem` with a mismatched `(AuthGenerationId, MembershipVersion)` stamp, re-evaluate. Unchanged items stay fast-path; changes happen at next publish cycle.
+11. **C.11** Integration tests: three-user seed with different memberships; matrix covers every operation in §Scope. Mixed-batch tests for Read + CreateMonitoredItems.
 
 ### Stream D — Admin UI refresh (4 days)
 
@@ -84,11 +96,20 @@ Closes these gaps:
 
 ## Compliance Checks (run at exit gate)
 
-- [ ] **Data-path enforcement**: OPC UA Read against a NodeId the current user has no grant for returns `BadUserAccessDenied` with a ServiceResult, not Good with stale data. Verified by an integration test with a Basic256Sha256-secured session + a read-only LDAP identity.
-- [ ] **Trie invariants**: `PermissionTrieBuilder` is idempotent (building twice with identical inputs produces equal tries — override `Equals` to assert).
-- [ ] **Additive grants**: Cluster-level grant on User A means User A can read every tag in that cluster *without* needing any lower-level grant.
-- [ ] **Isolation between clusters**: a grant on Cluster 1 has zero effect on Cluster 2 for the same user.
-- [ ] **Galaxy path coverage**: ACL checks work on `Galaxy` folder nodes + tag nodes where the UNS levels are absent (the trie treats them as shallow `Cluster → Namespace → Tag`).
+- [ ] **Control/data-plane separation**: `LdapGroupRoleMapping` consumed only by Admin UI; the data-path evaluator has zero references to it. Enforced via a project-reference audit (Admin project references the mapping service; `Core.Authorization` does not).
+- [ ] **Every operation wired**: Browse, Read, Write, HistoryRead, HistoryUpdate, CreateMonitoredItems, TransferSubscriptions, Call, Acknowledge, Confirm, Shelve all consult the evaluator. Integration test matrix covers every operation × allow/deny.
+- [ ] **HistoryRead uses its own flag**: test "user with Read + no HistoryRead gets `BadUserAccessDenied` on HistoryRead".
+- [ ] **Mixed-batch semantics**: Read of 5 nodes (3 allowed + 2 denied) returns 3 Good + 2 `BadUserAccessDenied` per-`ReadValueId`; CreateMonitoredItems equivalent.
+- [ ] **Browse ancestor visibility**: user with a grant only on a deep equipment node can browse the path to it (ancestors implied); denied ancestors filter from browse results otherwise.
+- [ ] **Galaxy FolderSegment coverage**: a grant on a Galaxy folder subtree cascades to its tags; sibling folders are unaffected. Trie test covers this.
+- [ ] **Subscription re-authorization**: integration test — create item, revoke grant via draft+publish, next publish cycle the item returns `BadUserAccessDenied` (not silently still-notifying).
+- [ ] **Membership freshness**: test — 15 min MembershipFreshnessInterval elapses on a long-lived session + LDAP now unreachable → authz fails closed on the next request until LDAP recovers.
+- [ ] **Auth cache fail-closed**: test — Phase 6.1 cache serves stale config for 6 min; authz evaluator refuses all calls after 5 min regardless.
+- [ ] **Trie invariants**: `PermissionTrieBuilder` is idempotent (build twice with identical inputs → equal tries).
+- [ ] **Additive grants + cluster isolation**: cluster-grant cascades; cross-cluster leakage impossible.
+- [ ] **Redundancy-safe invalidation**: integration test — two nodes, a publish on one, authorize a request on the other before in-process event propagates → generation-mismatch forces re-load, no stale decision.
+- [ ] **Authoring validation**: `AclsTab` cannot save a `(LdapGroup, Scope)` pair that already exists in the draft; operator sees the validation error pre-save.
+- [ ] **AuthorizationDecision shape stability**: API surface exposes `Allow` + `NotGranted` only; `Denied` variant exists in the type but is never produced; v2.1 can add Deny without API break.
 - [ ] No regression in driver test counts.
 
 ## Risks and Mitigations