Commit Graph

31 Commits

Author SHA1 Message Date
Joseph Doherty 06c56d7719 fix(cluster,acl): OTOPCUA_ROLES fallback + one string-identity rule (#532, #533)
Two independent defects surfaced in review of #520 stage 3.

#532 — Cluster:Roles had no OTOPCUA_ROLES fallback, despite two doc sites
promising one. A node configured only through the env var — which drives ALL of
Program.cs's conditional wiring, so it reads as the authoritative knob — bound an
empty Roles array and joined the cluster carrying no Akka roles at all. It ran,
served, and logged nothing wrong, while central reported "no driver-role nodes
are Up" and every deployment to it timed out. Not hypothetical: the field fix on
wonder-app-vd03 was to hand-add Cluster__Roles__0/1 to a Windows service's
registry environment. Anyone reading the code to diagnose that box would have
concluded from the XML doc that the fallback was already applied.

AddOtOpcUaCluster now post-configures AkkaClusterOptions through the shared
RoleParser.ResolveEffectiveRoles, so BuildClusterOptions (Akka's own member
roles), ClusterRoleInfo, the ControlPlane singleton scope and
ConfigDbApiKeyStore's ClusterId all see one answer. Two sibling validators
(ConfigSource, Telemetry) read Cluster:Roles directly and were exempting the
exact node they exist for — an env-only driver-only node has no ConfigDb and
could sit on ConfigSource:Mode=Direct unchallenged. They resolve the same way now.

Also collapsed the four open-coded `Roles.FirstOrDefault(IsClusterRole)` +
ClusterIdFromRole copies into RoleParser.ClusterIdFromRoles. They had drifted:
three classified the cluster role ordinally, so a verbatim-bound `Cluster-SITE-A`
yielded a null ClusterId — and a null ClusterId applies NO cluster filter, which
made #528's cross-cluster over-grant guard fail OPEN. IsClusterRole is now
case-insensitive; the ClusterId suffix keeps its authored spelling, because
normalizing it would silently rename the Akka role of a running deployment.

#533 — three string-identity rules in one authorization path. AclScopeRef used
default (ordinal) equality while the trie builder filtered ClusterId and hashed
principals OrdinalIgnoreCase; the deploy gate's cross-cluster check was ordinal
too, which was the worse half — it could reject a whole deploy over a ClusterId
case difference the runtime would have accepted. It only worked because resolver
and builder were handed the same NodeAcl instances.

The rule is now stated once, on AclScopeRef, and applied throughout:
identifiers (ScopeId, ClusterId, Principal) compare OrdinalIgnoreCase; path
segments compare Ordinal. AclScopePathResolver re-keys its own maps rather than
documenting a comparer contract for callers, so the two independent producers —
EF at the gate, artifact JSON on the node — cannot diverge from the outside.
PermissionTrieNode.Children stays Ordinal: those are browse names, and Speed /
speed are two nodes that can coexist under one device.

Split PermissionTrieBuildDiagnosticReason.RetiredScopeKind out of
UnresolvedScope. A legacy FolderSegment row and a typo'd id had the same message
and different remedies.

Falsified: five mutations, each reddening only its own guard — remove the
PostConfigure (3 tests), revert IsClusterRole to ordinal (3), revert AclScopeRef
equality (1), revert the resolver's map comparer (6), revert the gate's
comparisons (2), remove the FolderSegment short-circuit (1).

Test isolation: OTOPCUA_ROLES is process-global and xUnit runs classes in
parallel, so the three validator suites that now resolve effective roles share a
non-parallel collection. Without it, cases passing no roles would intermittently
observe another class's env var.

Full solution build clean; full suite green apart from two pre-existing failures
confirmed identical on 3a6b2a1d (PrimaryGateFailoverTests, and
DriverProbeRegistrationTests expecting 10 probe types where 12 now register)
plus the AbLegacy integration suite, which needs a docker fixture.

Claude-Session: https://claude.ai/code/session_015p7wGqy3YpZNCpDzTpGMKo
2026-08-01 01:51:22 -04:00
Joseph Doherty a438ac1640 feat(acl): keys + ACLs reach driver-only nodes via the artifact (#520 stage 4)
A driver-only node has had no ConfigDb since per-cluster mesh Phase 4, so it
registered NullOpcUaUserAuthenticator and denied every UserName token. Its keys
now ride the deployment artifact instead.

- ConfigComposer snapshots ApiKeys alongside the NodeAcls it already carried.
  Only the peppered HMAC ships, never a secret, and the pepper is node config
  that is deliberately not in the artifact.
- DeploymentArtifact.ParseDataPlaneAuthority decodes both node-side. Grants are
  scoped to the node's own cluster; keys are not, because ApiKey carries no
  ClusterId — a key is a fleet-wide credential and the ACL rows are what bind it.
- OpcUaPublishActor installs them on DataPlaneAuthorityState on every apply,
  BEFORE its plan.IsEmpty early-return: an artifact that only revokes a key
  produces an empty address-space plan, so feeding after that return would leave
  the revoked key working until an unrelated structural change redeployed.
- ArtifactApiKeyStore serves them to session activation; a node with a ConfigDb
  keeps ConfigDbApiKeyStore, whose per-request read is what makes revocation
  immediate there.
- OtOpcUaNodeManager gains DataPlaneAuthority — the cluster identity blocker #4
  named. NodeScope.ClusterId is required and the evaluator fails closed on a
  mismatch, so until now no scope it built could have evaluated. Nothing reads it
  until stages 5/6.

The generation is a node-local COUNTER driven by the RevisionHash, not derived
from its bits. PermissionTrieCache treats the highest GenerationId as current, so
a generation taken from hash bytes would install a lower number about half the
time and the cache would go on serving the previous deployment's ACLs, silently.

Sessions are not stamped with it yet — that belongs with the first seam that
reads a UserAuthorizationState, in stage 5, rather than being built now and
consulted by nothing.

Live-gated on docker-dev against site-a-1 (driver-only, no ConfigDb): key
authenticates, wrong secret denied, both halves of the revocation asymmetry
observed, and a SITE-A grant confirmed not to reach site-b-1. Key minted with an
independent Python HMAC so the verifier was checked against something other than
itself. Rig left clean.

Claude-Session: https://claude.ai/code/session_015p7wGqy3YpZNCpDzTpGMKo
2026-07-31 14:37:18 -04:00
Joseph Doherty dd939d3c97 feat(acl): anonymous becomes a normal grantable principal (#520 D3)
Anonymous sessions used to short-circuit in HandleImpersonation — "let the SDK's
default validation stand" — so they always connected and always carried no roles.
Now admission and authority are separated:

  admission  -> OpcUa:AllowAnonymous, the HOST's decision (it owns token policies)
  authority  -> the authenticator, resolving the reserved principal "anonymous"
                through the SAME grant path a key's principal goes through

So anonymous can be granted WRITE, not merely tolerated as read-only, and it
arrives at the downstream gates as the same RoleCarryingUserIdentity a key
produces — which is the real payoff: no gate carries an anonymous-shaped branch,
so there is no bypass path to get wrong.

AllowAnonymous defaults to TRUE on purpose. Defaulting it false would silently
deny every client without a key the moment this deploys, including ScadaBridge's
Data Connection Layer in another repo. Making keys mandatory is a rollout
decision, not an upgrade side effect. When false, the Anonymous token policy is
withheld so a client is refused at DISCOVERY rather than only at activation, and
activation is rejected independently in case a client attempts a token type the
endpoint never advertised.

Two fail-closed choices, both falsified:
- A failure to read anonymous's grants DENIES rather than admitting with no
  roles. Admitting is the pre-#520 behaviour, and defaulting to it exactly when
  the server cannot determine what anonymous may do stops being harmless once
  reads are gated. Making it admit reds Anonymous_denies_when_grants_cannot_be_read.
- A key may not authenticate as the reserved "anonymous" principal, or a
  credentialled client silently inherits whatever anonymous was granted.

AuthenticateAnonymousAsync is a DEFAULT interface implementation returning
admit-with-no-roles, i.e. exactly the pre-#520 behaviour, so
NullOpcUaUserAuthenticator and every test double keep working rather than being
forced to reimplement it — important because driver-only nodes run the Null one
and would otherwise black out. Note a default interface method is only reachable
through the interface-typed reference, which is how OpcUaApplicationHost holds it.

An existing test asserted the old fall-through and correctly went red; it is
rewritten to pin the new contract rather than deleted, with the reason recorded.

OpcUaServer 366, Host 42 green.

Claude-Session: https://claude.ai/code/session_015p7wGqy3YpZNCpDzTpGMKo
2026-07-31 13:20:14 -04:00
Joseph Doherty 65fda7237f refactor(acl): delete the LDAP data-plane authenticator and its tests (#520)
Stage 2b. LdapOpcUaUserAuthenticator was left registered nowhere by stage 2a;
this removes it, its three test files, and the config surface that existed only
to serve it.

Deleted: LdapOpcUaUserAuthenticator, LdapOpcUaUserAuthenticatorTests,
LdapAuthResilienceTests, LdapGlauthOutageLiveTests (19 tests).

Also removed four Security:Ldap keys — AuthTimeoutMs,
MaxConcurrentAuthentications, OutageFailureThreshold, OutageCooldownSeconds —
plus their validator rules and binding/validator test coverage. Verified first
that the ONLY consumers were the deleted class and the validator rules asserting
them; none appear in any checked-in appsettings. Leaving them would have created
exactly the dead-config surface #521/#524/#525 were filed to clear up.

Worth stating why that resilience machinery does not need relocating rather than
just deleting. It existed because the OPC UA SDK raises impersonation
SYNCHRONOUSLY under a SessionManager-wide event lock, so a hung LDAP bind there
serialized every session activation server-wide — Anonymous and X509 included.
Key verification is one indexed lookup plus one HMAC with no network I/O, so the
hazard the wall-clock bound, concurrency cap and outage circuit guarded against
no longer exists on that path. LDAP now runs only on AdminUI login, an ordinary
async request path where a slow directory affects the one request making it.

ConnectionTimeoutMs is RETAINED: it is projected into the shared library and is
not authenticator-specific.

Docs corrected rather than left to rot:
- CLAUDE.md's "LDAP Authentication" section described the deleted file as the
  data-plane authenticator. Rewritten, including a warning not to "restore" it on
  seeing the LDAP wiring that AdminUI legitimately still needs.
- infra/README §5b (the GLAuth outage live gate) marked RETIRED with the reason,
  rather than silently dropped — the harness GLAuth is still used by
  OTOPCUA_HARNESS_USE_LDAP=1 and is unaffected.
- docs/security.md's five-key resilience table cut to the one surviving key, and
  a new API-key identity section added.
Historical archreview/ records are left as-is; they are dated accounts.

Host.IntegrationTests 211 tests (was 230, i.e. exactly the 19 removed) with the
same 3 pre-existing failures verified against clean master. Host 37, Security 89.

Claude-Session: https://claude.ai/code/session_015p7wGqy3YpZNCpDzTpGMKo
2026-07-31 13:08:50 -04:00
Joseph Doherty 53ede679c3 docs+ui(security): state plainly that node ACLs are not enforced (§8.1, #520)
deferment.md §8.1 asked for a decision: wire IPermissionEvaluator into the node
manager, or say plainly that ACLs are not enforced. Decision: the latter. The
evaluator stays in the tree; #520 tracks the wire-up.

Verifying the claim turned up four things worse than the audit recorded:

- docs/security.md, not ReadWriteOperations.md, was the highest-risk doc. It
  claimed an anonymous session is "default-denie[d] any node a session has no
  ACL grant for". The opposite holds: anonymous can Browse/Read/Subscribe/
  HistoryRead the entire address space, and is refused writes and alarm acks
  only because it carries no roles.
- Three of five documented data-plane role strings do nothing.
  OpcUaDataPlaneRoles declares exactly WriteOperate and AlarmAck; ReadOnly,
  WriteTune and WriteConfigure are compared against nowhere in src/. The doc
  called all five "exact, case-insensitive, and code-true".
- ReadWriteOperations.md was fiction beyond the ACL claims. OnReadValue has
  zero occurrences in src/ — the documented read path did not exist. Reads
  never reach a driver: the node manager is push-model and the SDK serves a
  Read from the cached pushed value. WriteAuthzPolicy, _sourceByFullRef,
  _writeIdempotentByFullRef and IRoleBearer are likewise zero-hit, and
  CapabilityInvoker is not referenced by the OpcUaServer project at all. This
  file is rewritten rather than bannered.
- v2-release-readiness.md claimed a whole enforcement layer shipped —
  FilterBrowseReferences, GateCallMethodRequests, MapCallOperation,
  AuthorizationBootstrap, Node:Authorization:* keys. None exist. Whatever
  landed on the v2 branch did not survive into the shipped tree.

The UI change is the operative one: ClusterAcls.razor and AclEdit.razor now
warn that a grant is saved and shipped in every deployment artifact but never
evaluated, so an operator cannot author a deny rule believing it works.

deferment.md gains a §9 execution log tracking §8 remediation.
2026-07-27 18:36:48 -04:00
Joseph Doherty ce383df39a docs(secrets): G-5 clustered master-key posture runbook (Task 6)
OtOpcUa is Akka-clustered and AddZbSecrets is registered unconditionally, so every
node (admin, driver, fused) resolves secrets and needs the SAME KEK + same store rows.
Ship G-5 as a production-posture runbook rather than hardcoding Source=File + shared
paths into the committed role-overlay appsettings (which dev + TwoNodeClusterHarness
also consume — that would break every dev/CI boot). Base appsettings stays on
Source=Environment. Documents the interim File-KEK + shared-SQLite posture and the
G-7 hand-off (ConfigDb-backed ISecretStore mirroring the existing DP
PersistKeysToDbContext<OtOpcUaConfigDbContext> key-ring sharing). Cross-linked from
docs/security.md. Mirrors the ScadaBridge G-5 resolution.
2026-07-16 17:30:32 -04:00
Joseph Doherty 73d8439412 docs(secrets): G-4 ${secret:} config delivery convention + fail-closed proof (Task 4)
OtOpcUa commits no plaintext secrets — the only secret-shaped committed value is
ServerHistorian:ApiKey='' (empty, disabled by default). Because the pre-host expander
is fail-closed AND section-agnostic, hard-committing a ${secret:} token would break
every dev/CI/integration boot for zero at-rest benefit. Instead document the token
delivery convention for all five config secrets (jwt/ldap/deploy/configdb/historian)
in docs/security.md and note the token option in the ServerHistorian comments.

Mechanism proven live: unseeded token boot fails with SecretNotFoundException at
pre-host expansion; seeded token resolves and boot proceeds. Behavior-neutral
(comment + doc only).
2026-07-16 17:14:32 -04:00
Joseph Doherty 62a49779ac test(host): unreachable-directory activation fails bounded; document the SDK impersonation threading contract (03/S2) 2026-07-13 12:00:35 -04:00
Joseph Doherty 46fedda3e4 Merge R2-02 ResilienceConfig hardening (arch-review round 2) [PR #431]
v2-ci / build (push) Successful in 3m53s
v2-ci / unit-tests (push) Failing after 8m15s
Findings 01/S-6 (High — clamp hostile ResilienceConfig, no ValidationException
driver-brick), 01/U-6 (delete dead bulkhead knob), 01/S-8=03/S12 (Write/Ack
non-idempotent + retry->0), 04/C-7 (JsonObject round-trip preserves unknown
keys), 01/S-7=03/S13 (per-Create options-generation kills respawn cache race).
T15/T18 deferred. STATUS.md conflict resolved additively. Build clean.
2026-07-13 10:29:43 -04:00
Joseph Doherty 07eec11d31 docs+test(r2-02): bulkhead doc sweep + parsed-knob-must-be-wired guard (01/U-6, OVERALL theme 1) 2026-07-13 10:15:32 -04:00
Joseph Doherty dad783514a docs(security): document AdminUI policy tiers (ConfigEditor/AuthenticatedRead) + R2-05 status 2026-07-13 10:01:52 -04:00
Joseph Doherty 72869c4f23 docs(security): cert page now has FleetAdmin trust/untrust/delete actions 2026-06-18 05:18:35 -04:00
Joseph Doherty db22c2b19a docs(alarms): OPC UA Enable/Disable wired + native-ack→AVEVA with principal + HistoryUpdate permission bit 2026-06-15 14:59:10 -04:00
Joseph Doherty a9d267c91a docs(security,core): correct stale write-outcome doc + note benign DraftSnapshot/LeaderChanged residue (stillpending §9/§3) 2026-06-15 09:48:14 -04:00
Joseph Doherty 063d004fda docs(security): fix data-plane alarm-ack GroupToRole value (AlarmAck, not AlarmAcknowledge)
The gate reads the literal role string OpcUaDataPlaneRoles.AlarmAck = "AlarmAck"
(OtOpcUaNodeManager.cs:643), but the Role-grant-source section told operators to map
their alarm-ack group to "AlarmAcknowledge" (the PermissionFlags ACL bit, a different
vocabulary) — which silently never satisfies the ack gate. Fix the three role-string
occurrences + add a code-true note; generalize the scripted-alarm note to native alarms.
2026-06-15 00:42:32 -04:00
Joseph Doherty 190ef34e6f docs(security): document the GroupToRole data-plane role requirement 2026-06-14 00:45:28 -04:00
Joseph Doherty ad7f9e731f feat(admin): headless POST /api/deployments REST endpoint (API-key gated)
v2-ci / build (push) Failing after 50s
v2-ci / unit-tests (tests/Core/ZB.MOM.WW.OtOpcUa.Cluster.Tests) (push) Has been skipped
v2-ci / unit-tests (tests/Server/ZB.MOM.WW.OtOpcUa.ControlPlane.Tests) (push) Has been skipped
v2-ci / unit-tests (tests/Server/ZB.MOM.WW.OtOpcUa.OpcUaServer.Tests) (push) Has been skipped
v2-ci / unit-tests (tests/Server/ZB.MOM.WW.OtOpcUa.Runtime.Tests) (push) Has been skipped
v2-ci / unit-tests (tests/Server/ZB.MOM.WW.OtOpcUa.Security.Tests) (push) Has been skipped
v2-ci / integration (tests/Server/ZB.MOM.WW.OtOpcUa.Host.IntegrationTests) (push) Has been skipped
v2-ci / integration (tests/Server/ZB.MOM.WW.OtOpcUa.OpcUaServer.IntegrationTests) (push) Has been skipped
A thin gateway over the admin-operations cluster singleton so CI/scripts can trigger a
deployment without the Blazor button. Forwards to the same IAdminOperationsClient.
StartDeploymentAsync; mounted on admin-role nodes. Auth is a fixed-time X-Api-Key check
against Security:DeployApiKey (orthogonal to the cookie-only web auth); AllowAnonymous so the
auth fallback doesn't 401 it, self-disabling (503) until the key is set. Outcome->status:
202/200/409/422. Unit tests for the key check + outcome mapping; HTTP E2E (real auth + real
deploy via the 2-node harness). Documented in docs/security.md.
2026-06-06 15:54:51 -04:00
Joseph Doherty b9bdfee189 docs(audit): security.md — accuracy pass (profiles, LDAP, ACL, analyzer)
STRUCTURAL (links-report.md):
- Repointed missing src/.../Security/Ldap/LdapAuthService.cs -> the real
  OtOpcUaLdapAuthService.cs (Ldap/OtOpcUaLdapAuthService.cs implements
  ILdapAuthService). Class was reorganized as a wrapper over shared
  ZB.MOM.WW.Auth.Ldap. check_links now clean for docs/security.md.

CODE-REALITY — transport profiles (OpcUaApplicationHost.cs:15-23,59-64,374-409):
- Only THREE profiles exist: None, Basic256Sha256Sign,
  Basic256Sha256SignAndEncrypt (NO hyphens, NO underscores). Removed the four
  fabricated Aes128/Aes256 rows. Config binds by enum-member name; hyphenated
  form does NOT bind. Documented this + the empty-list fallback to None.
- Config section is OpcUa (not OpcUaServer); key is the LIST
  EnabledSecurityProfiles (not singular SecurityProfile). Program.cs:120 binds
  'OpcUa'; Certificates.razor:80 reads OpcUa:PkiStoreRoot.
- No SecurityProfileResolver class exists — stated so explicitly.

CODE-REALITY — LDAP (LdapOptions.cs:21, OtOpcUaLdapAuthService.cs):
- Section is Security:Ldap (LdapOptions.SectionName), not OpcUaServer:Ldap.
- Authenticator is OtOpcUaLdapAuthService (wrapper) + LdapOpcUaUserAuthenticator
  (IOpcUaUserAuthenticator.AuthenticateUserNameAsync), not bespoke
  LdapUserAuthenticator/IUserAuthenticator.
- UseTls bool -> Transport enum (Ldaps/StartTls/None); AllowInsecureLdap ->
  AllowInsecure. Added Enabled master switch + DevStubMode.
- Group->role mapping is downstream via IGroupRoleMapper<string>
  (OtOpcUaGroupRoleMapper), NOT in the auth service. ILdapGroupsBearer and
  DenyAllUserAuthenticator do not exist (fallback is NullOpcUaUserAuthenticator).
- GroupToRole values corrected to canonical roles (Viewer/Designer/
  Administrator/Operator).

CODE-REALITY — ACL trie (TriePermissionEvaluator.cs, PermissionTrieCache.cs,
NodeScope.cs, NodePermissions.cs):
- NodePermissions backing type is int (not uint); lives in Configuration/Enums.
- Authorize(UserAuthorizationState, OpcUaOperation, NodeScope) returns
  AuthorizationDecision.
- Evaluator is strictly fail-CLOSED. Removed the fabricated
  'fail-open-during-transition' + Authorization:StrictMode key (no StrictMode
  anywhere in source).
- Cache: generation-sealed Install/Invalidate/Prune. AclChangeNotifier does
  NOT exist — removed.
- Added the SystemPlatform (Galaxy) scope hierarchy variant.

CODE-REALITY — control plane (AdminRole.cs, ServiceCollectionExtensions.cs:
113-131):
- AdminRole members are Viewer/Designer/Administrator (Task 1.7 rename from
  ConfigViewer/ConfigEditor/FleetAdmin). DriverOperator/FleetAdmin are POLICY
  names; DriverOperator requires roles Operator|Administrator.

CODE-REALITY — analyzer (UnwrappedCapabilityCallAnalyzer.cs:99-103,
AnalyzerReleases.Shipped.md):
- Confirmed category OtOpcUa.Resilience + severity Warning (already correct).
  Corrected 'Five tests' (suite has 26 cases) and AlarmSurfaceInvoker
  wrapper-home wording.

OTHER FIXES:
- v2 header: removed false AddJwtBearer/IPostConfigureOptions<JwtBearerOptions>
  claim — auth is Cookie-only; JWT is mint-only via /auth/token for external
  consumers (JwtTokenService.cs:25-48).
- Certificates.razor is a read-only viewer; removed fabricated
  CertTrustService/CertTrustOptions promote claim.
- Audit: writer is AuditWriterActor (not AuditLogService); softened the
  unverifiable server-side 'AUDIT:' Serilog-prefix claim.
2026-06-03 16:26:00 -04:00
Joseph Doherty ffcc8d1065 feat(adminui): Reconnect/Restart on DriverStatusPanel (DriverOperator-gated)
- RestartDriver / ReconnectDriver messages + AdminOperationsActor
  handlers (broadcast via driver-control DPS topic; audited via
  ConfigEdits).
- DriverHostActor subscribes to driver-control; locates the
  matching child DriverInstanceActor and stops+respawns it
  (Restart) or sends it a ForceReconnect internal message
  (Reconnect — re-enters Reconnecting state without full stop).
  DriverInstanceSpec constructor call uses named args to handle
  the full 6-parameter signature.
- New DriverOperator authorization policy mapped to DriverOperator
  or FleetAdmin role; documented in docs/security.md. Map LDAP
  group via GroupToRole (e.g. "ot-driver-operator": "DriverOperator").
- DriverStatusPanel renders Reconnect + Restart buttons when the
  user holds the DriverOperator policy (hidden otherwise). Restart
  requires an in-page Razor confirm block (no JS confirm, keeps
  SignalR event loop unblocked). Both buttons show a spinner and
  are disabled during in-flight; result chip auto-clears after 8s.
  Username sourced from AuthenticationStateProvider.

Reconnect resolves to "ForceReconnect" (re-enter Reconnecting,
not full stop+respawn) — transport drops and retries while actor
and in-memory state are preserved. All DriverInstanceActor states
handle ForceReconnect safely (no-op when already in transition).
2026-05-28 11:14:04 -04:00
Joseph Doherty 59b3d9f295 docs: rewrite stale src/Server/Server|Admin/ paths to v2 project locations 2026-05-26 12:06:59 -04:00
Joseph Doherty 3c3fef911c docs: v2 updates to Redundancy, ServiceHosting, security, README (Task 64)
- Redundancy.md: full rewrite — Akka-leader-driven ServiceLevel replaces
  operator-managed RedundancyRole. Documents the 5-tier ServiceLevelCalculator,
  RedundancyStateActor cluster singleton, and the DPS data flow.

- ServiceHosting.md: full rewrite — single fused OtOpcUa.Host binary with
  OTOPCUA_ROLES env gating. Documents the conditional DI graph and the new
  health endpoints (/health/ready, /health/active, /healthz).

- security.md: v2 banner at top covering path/project renames + new JWT bearer
  + DataProtection persisted to ConfigDb. Body unchanged because the 4-concern
  security model is unchanged in v2; full per-section rewrite waits for F15
  (Admin pages migration) since security.md references many pages that move.

- README.md: platform overview updated to v2 (fused Host + role gating).
2026-05-26 06:38:55 -04:00
Joseph Doherty 969b0847a1 docs: update path references for module-folder reorganization
Rewrite src/ and tests/ project paths in docs, CLAUDE.md, README.md, and
test-fixture READMEs to the new module-folder layout (Core/Server/Drivers/
Client/Tooling). References to retired v1 projects (Galaxy.Host/Proxy/Shared,
the legacy monolithic test projects) are left untouched.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-17 02:10:29 -04:00
Joseph Doherty 5506b43ddc Doc refresh (task #204) — operational docs for multi-process multi-driver OtOpcUa
Five operational docs rewritten for v2 (multi-process, multi-driver, Config-DB authoritative):

- docs/Configuration.md — replaced appsettings-only story with the two-layer model.
  appsettings.json is bootstrap only (Node identity, Config DB connection string,
  transport security, LDAP bind, logging). Authoritative config (clusters, namespaces,
  UNS, equipment, tags, driver instances, ACLs, role grants, poll groups) lives in
  the Config DB accessed via OtOpcUaConfigDbContext and edited through the Admin UI
  draft/publish workflow. Added v1-to-v2 migration index so operators can locate where
  each old section moved. Cross-links to docs/v2/config-db-schema.md + docs/v2/admin-ui.md.

- docs/Redundancy.md — Phase 6.3 rewrite. Named every class under
  src/ZB.MOM.WW.OtOpcUa.Server/Redundancy/: RedundancyCoordinator, RedundancyTopology,
  ApplyLeaseRegistry (publish fencing), PeerReachabilityTracker, RecoveryStateManager,
  ServiceLevelCalculator (pure function), RedundancyStatePublisher. Documented the
  full 11-band ServiceLevel matrix (Maintenance=0 through AuthoritativePrimary=255)
  from ServiceLevelCalculator.cs and the per-ClusterNode fields (RedundancyRole,
  ServiceLevelBase, ApplicationUri). Covered metrics
  (otopcua.redundancy.role_transition counter + primary/secondary/stale_count gauges
  on meter ZB.MOM.WW.OtOpcUa.Redundancy) and SignalR RoleChanged push from
  FleetStatusPoller to RedundancyTab.razor.

- docs/security.md — preserved the transport-security section (still accurate) and
  added Phase 6.2 authorization. Four concerns now documented in one place:
  (1) transport security profiles, (2) OPC UA auth via LdapUserAuthenticator
  (note: task spec called this LdapAuthenticationProvider — actual class name is
  LdapUserAuthenticator in Server/Security/), (3) data-plane authorization via
  NodeAcl + PermissionTrie + AuthorizationGate — additive-only model per decision
  #129, ClusterId → Namespace → UnsArea → UnsLine → Equipment → Tag hierarchy,
  NodePermissions bundle, PermissionProbeService in Admin for "probe this permission",
  (4) control-plane authorization via LdapGroupRoleMapping + AdminRole
  (ConfigViewer / ConfigEditor / FleetAdmin, CanEdit / CanPublish policies) —
  deliberately independent of data-plane ACLs per decision #150. Documented the
  OTOPCUA0001 Roslyn analyzer (UnwrappedCapabilityCallAnalyzer) as the compile-time
  guard ensuring every driver-capability async call is wrapped by CapabilityInvoker.

- docs/ServiceHosting.md — three-process rewrite: OtOpcUa Server (net10 x64,
  BackgroundService + AddWindowsService, hosts OPC UA endpoint + all non-Galaxy
  drivers), OtOpcUa Admin (net10 x64, Blazor Server + SignalR + /metrics via
  OpenTelemetry Prometheus exporter), OtOpcUa Galaxy.Host (.NET Framework 4.8 x86,
  NSSM-wrapped, env-variable driven, STA thread + MXAccess COM). Pipe ACL
  denies-Admins detail + non-elevated shell requirement captured from feedback memory.
  Divergence from CLAUDE.md: task spec said "TopShelf is still the service-installer
  wrapper per CLAUDE.md note" but no csproj in the repo references TopShelf — decision
  #30 replaced it with the generic host's AddWindowsService wrapper (per the doc
  comment on OpcUaServerService). Reflected the actual state + flagged this divergence
  here so someone can update CLAUDE.md separately.

- docs/StatusDashboard.md — replaced the full v1 reference (dashboard endpoints,
  health check rules, StatusData DTO, etc.) with a short "superseded by Admin UI"
  pointer that preserves git-blame continuity + avoids broken links from other docs
  that reference it.

Class references verified by reading:
  src/ZB.MOM.WW.OtOpcUa.Server/Redundancy/{RedundancyCoordinator, ServiceLevelCalculator,
      ApplyLeaseRegistry, RedundancyStatePublisher}.cs
  src/ZB.MOM.WW.OtOpcUa.Core/Authorization/{PermissionTrie, PermissionTrieBuilder,
      PermissionTrieCache, TriePermissionEvaluator, AuthorizationGate}.cs
  src/ZB.MOM.WW.OtOpcUa.Server/Security/{AuthorizationGate, LdapUserAuthenticator}.cs
  src/ZB.MOM.WW.OtOpcUa.Admin/{Program.cs, Services/AdminRoles.cs,
      Services/RedundancyMetrics.cs, Hubs/FleetStatusPoller.cs}
  src/ZB.MOM.WW.OtOpcUa.Server/Program.cs + appsettings.json
  src/ZB.MOM.WW.OtOpcUa.Driver.Galaxy.Host/{Program.cs, Ipc/PipeServer.cs}
  src/ZB.MOM.WW.OtOpcUa.Configuration/Entities/{ClusterNode, NodeAcl,
      LdapGroupRoleMapping}.cs
  src/ZB.MOM.WW.OtOpcUa.Analyzers/UnwrappedCapabilityCallAnalyzer.cs

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-20 01:34:25 -04:00
Joseph Doherty 4886a5783f Phase 3 PR 31 — Live-LDAP integration test + Active Directory compatibility. Closes LMX follow-up #4 with 6 live-bind tests in Server.Tests/LdapUserAuthenticatorLiveTests.cs against the dev GLAuth instance at localhost:3893 (skipped cleanly when unreachable via Assert.Skip + a clear SkipReason — matches the GalaxyRepositoryLiveSmokeTests pattern). Coverage: valid credentials bind + surface DisplayName; wrong password fails; unknown user fails; empty credentials fail pre-flight without touching the directory; writeop user's memberOf maps through GroupToRole to WriteOperate (the exact string WriteAuthzPolicy.IsAllowed expects); admin user surfaces all four mapped roles (WriteOperate + WriteTune + WriteConfigure + AlarmAck) proving memberOf parsing doesn't stop after the first match. While wiring this up, the authenticator's hard-coded user-lookup filter 'uid=<name>' didn't match GLAuth (which keys users by cn and doesn't populate uid) — AND it doesn't match Active Directory either, which uses sAMAccountName. Added UserNameAttribute to LdapOptions (default 'uid' for RFC 2307 backcompat) so deployments override to 'cn' / 'sAMAccountName' / 'userPrincipalName' as the directory requires; authenticator filter now interpolates the configured attribute. The default stays 'uid' so existing test fixtures and OpenLDAP installs keep working without a config change — a regression guard in LdapUserAuthenticatorAdCompatTests.LdapOptions_default_UserNameAttribute_is_uid_for_rfc2307_compat pins this so a future 'helpful' default change can't silently break anyone.
Active Directory compatibility. LdapOptions xml-doc expanded with a cheat-sheet covering Server (DC FQDN), Port 389 vs 636, UseTls=true under AD LDAP-signing enforcement, dedicated read-only service account DN, sAMAccountName vs userPrincipalName vs cn trade-offs, memberOf DN shape (CN=Group,OU=...,DC=... with the CN= RDN stripped to become the GroupToRole key), and the explicit 'nested groups NOT expanded' call-out (LDAP_MATCHING_RULE_IN_CHAIN / tokenGroups is a future authenticator enhancement, not a config change). docs/security.md §'Active Directory configuration' adds a complete appsettings.json snippet with realistic AD group names (OPCUA-Operators → WriteOperate, OPCUA-Engineers → WriteConfigure, OPCUA-AlarmAck → AlarmAck, OPCUA-Tuners → WriteTune), LDAPS port 636, TLS on, insecure-LDAP off, and operator-facing notes on each field. LdapUserAuthenticatorAdCompatTests (5 unit guards): ExtractFirstRdnValue parses AD-style 'CN=OPCUA-Operators,OU=...,DC=...' DNs correctly (case-preserving — operators' GroupToRole keys stay readable); also handles mixed case and spaces in group names ('Domain Users'); also works against the OpenLDAP ou=<group>,ou=groups shape (GLAuth) so one extractor tolerates both memberOf formats common in the field; EscapeLdapFilter escapes the RFC 4515 injection set (\, *, (, ), \0) so a malicious login like 'admin)(cn=*' can't break out of the filter; default UserNameAttribute regression guard.
Test posture — Server.Tests Unit: 43 pass / 0 fail (38 prior + 5 new AD-compat guards). Server.Tests LiveLdap category: 6 pass / 0 fail against running GLAuth (would skip cleanly without). Server build clean, 0 errors, 0 warnings.
Deferred: the session-identity end-to-end check (drive a full OPC UA UserName session, then read a 'whoami' node to verify the role landed on RoleBasedIdentity). That needs a test-only address-space node and is scoped for a separate PR.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-18 15:23:22 -04:00
Joseph Doherty 3b2defd94f Phase 0 — mechanical rename ZB.MOM.WW.LmxOpcUa.* → ZB.MOM.WW.OtOpcUa.*
Renames all 11 projects (5 src + 6 tests), the .slnx solution file, all source-file namespaces, all axaml namespace references, and all v1 documentation references in CLAUDE.md and docs/*.md (excluding docs/v2/ which is already in OtOpcUa form). Also updates the TopShelf service registration name from "LmxOpcUa" to "OtOpcUa" per Phase 0 Task 0.6.

Preserves runtime identifiers per Phase 0 Out-of-Scope rules to avoid breaking v1/v2 client trust during coexistence: OPC UA `ApplicationUri` defaults (`urn:{GalaxyName}:LmxOpcUa`), server `EndpointPath` (`/LmxOpcUa`), `ServerName` default (feeds cert subject CN), `MxAccessConfiguration.ClientName` default (defensive — stays "LmxOpcUa" for MxAccess audit-trail consistency), client OPC UA identifiers (`ApplicationName = "LmxOpcUaClient"`, `ApplicationUri = "urn:localhost:LmxOpcUaClient"`, cert directory `%LocalAppData%\LmxOpcUaClient\pki\`), and the `LmxOpcUaServer` class name (class rename out of Phase 0 scope per Task 0.5 sed pattern; happens in Phase 1 alongside `LmxNodeManager → GenericDriverNodeManager` Core extraction). 23 LmxOpcUa references retained, all enumerated and justified in `docs/v2/implementation/exit-gate-phase-0.md`.

Build clean: 0 errors, 30 warnings (lower than baseline 167). Tests at strict improvement over baseline: 821 passing / 1 failing vs baseline 820 / 2 (one flaky pre-existing failure passed this run; the other still fails — both pre-existing and unrelated to the rename). `Client.UI.Tests`, `Historian.Aveva.Tests`, `Client.Shared.Tests`, `IntegrationTests` all match baseline exactly. Exit gate compliance results recorded in `docs/v2/implementation/exit-gate-phase-0.md` with all 7 checks PASS or DEFERRED-to-PR-review (#7 service install verification needs Windows service permissions on the reviewer's box).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-17 13:57:47 -04:00
Joseph Doherty 6d47687573 Resolve DA, A&C, and security spec gaps with ServerCapabilities, alarm methods, and modern profiles
Add ServerCapabilities/OperationLimits node, enable diagnostics, add OnModifyMonitoredItemsComplete
override for DA compliance. Wire shelving, enable/disable, confirm, and addcomment handlers on
alarm conditions with LocalTime/Quality event fields for Part 9 compliance. Add Aes128/Aes256
security profiles, X.509 certificate authentication, and AUDIT-prefixed auth logging. Fix flaky
probe monitor test. Update docs for all changes.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-06 22:02:05 -04:00
Joseph Doherty 8fae2cb790 Remove tools/opcuacli-dotnet and point all docs to Client.CLI
The standalone CLI tool is superseded by src/ZB.MOM.WW.LmxOpcUa.Client.CLI
which uses the shared IOpcUaClientService abstraction. Renames CliTool.md to
Client.CLI.md and updates README, CLAUDE.md, Security, and Redundancy docs.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-31 08:08:57 -04:00
Joseph Doherty 50b85d41bd Consolidate LDAP roles into OPC UA session roles with granular write permissions
Map LDAP groups to custom OPC UA role NodeIds on RoleBasedIdentity.GrantedRoleIds
during authentication, replacing the username-to-role side cache. Split ReadWrite
into WriteOperate/WriteTune/WriteConfigure so write access is gated per Galaxy
security classification. AnonymousCanWrite now behaves consistently regardless
of LDAP state.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 01:50:16 -04:00
Joseph Doherty d9463d6998 Remove static Users auth, use shared QualityMapper for historian, simplify LDAP permission checks
- Remove ConfigUserAuthenticationProvider and Users property — LDAP is the only auth mechanism
- Fix historian quality mapping to use existing QualityMapper (OPC DA quality bytes, not custom mapping)
- Add AppRoles constants, unify HasWritePermission/HasAlarmAckPermission into shared HasRole helper
- Hoist write permission check out of per-item loop, eliminate redundant _ldapRolesEnabled field
- Update docs (Configuration.md, Security.md, OpcUaServer.md, HistoricalDataAccess.md)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-28 19:23:20 -04:00
Joseph Doherty 74107ea95e Add LDAP authentication with role-based OPC UA permissions
Replace static user list with GLAuth LDAP authentication. Group
membership (ReadOnly, ReadWrite, AlarmAck) maps to granular OPC UA
permissions for write and alarm-ack operations. Anonymous can still
browse and read but not write.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-28 18:57:30 -04:00
Joseph Doherty 55173665b1 Add configurable transport security profiles and bind address
Adds Security section to appsettings.json with configurable OPC UA
transport profiles (None, Basic256Sha256-Sign, Basic256Sha256-SignAndEncrypt),
certificate policy settings, and a configurable BindAddress for the
OPC UA endpoint. Defaults preserve backward compatibility.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-27 15:59:43 -04:00