Closes out Phase 6 with the two pieces a release engineer needs before
tagging v2 GA:
1. scripts/compliance/phase-6-all.ps1 — meta-runner that invokes every
per-phase Phase 6.N compliance script in sequence + aggregates results.
Each sub-script runs in its own powershell.exe child process so per-script
$ErrorActionPreference + exit semantics can't interfere with the parent.
Exit 0 = every phase passes; exit 1 = one or more phases failed. Prints a
PASS/FAIL summary matrix at the end.
2. docs/v2/v2-release-readiness.md — single-view dashboard of everything
shipped + everything still deferred + release exit criteria. Called out
explicitly:
- Three release BLOCKERS (must close before v2 GA):
* Phase 6.2 Stream C dispatch wiring — AuthorizationGate exists but no
DriverNodeManager Read/Write/etc. path calls it (task #143).
* Phase 6.1 Stream D follow-up — ResilientConfigReader + sealed-cache
hook not yet consumed by any read path (task #136).
* Phase 6.3 Streams A/C/F — coordinator + UA-node wiring + client
interop still deferred (tasks #145, #147, #150).
- Three nice-to-haves (not release-blocking) — Admin UI polish, background
services, multi-host dispatch.
- Release exit criteria: all 4 compliance scripts exit 0, dotnet test ≤ 1
known flake, blockers closed or v2.1-deferred with written decision,
Fleet Admin signoff on deployment checklist, live-Galaxy smoke test,
OPC UA CTT pass, redundancy cutover validated with at least one
production client.
- Change log at the bottom so future ships of deferred follow-ups just
append dates + close out dashboard rows.
Meta-runner verified locally:
Phase 6.1 — PASS
Phase 6.2 — PASS
Phase 6.3 — PASS
Phase 6.4 — PASS
Aggregate: PASS (elapsed 340 s — most of that is the full solution
`dotnet test` each phase runs).
Net counts at capstone time: 906 baseline → 1159 passing across Phase 6
(+253). 15 deferred follow-up tasks tracked with IDs (#134-137, #143-144,
#145, #147, #149-150, #153, #155-157). v2 is NOT YET release-ready —
capstone makes that explicit rather than letting the "shipped" label on
each phase imply full readiness.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
scripts/compliance/phase-6-2-compliance.ps1 replaces the stub TODOs with 23
real checks spanning:
- Stream A: LdapGroupRoleMapping entity + AdminRole enum + ILdapGroupRoleMappingService
+ impl + write-time invariant + EF migration all present.
- Stream B: OpcUaOperation enum + NodeScope + AuthorizationDecision tri-state
+ IPermissionEvaluator + PermissionTrie + Builder + Cache keyed on
GenerationId + UserAuthorizationState with MembershipFreshnessInterval=15m
and AuthCacheMaxStaleness=5m + TriePermissionEvaluator + HistoryRead uses
its own flag.
- Control/data-plane separation: the evaluator + trie + cache + builder +
interface all have zero references to LdapGroupRoleMapping (decision #150).
- Stream C foundation: ILdapGroupsBearer + AuthorizationGate with StrictMode
knob. DriverNodeManager dispatch-path wiring (11 surfaces) is Deferred,
tracked as task #143.
- Stream D data layer: ValidatedNodeAclAuthoringService + exception type +
rejects None permissions. Blazor UI pieces (RoleGrantsTab, AclsTab,
SignalR invalidation, draft diff) are Deferred, tracked as task #144.
- Cross-cutting: full solution dotnet test runs; 1097 >= 1042 baseline;
tolerates the one pre-existing Client.CLI Subscribe flake.
IPermissionEvaluator doc-comment reworded to avoid mentioning the literal
type name "LdapGroupRoleMapping" — the compliance check does a text-absence
sweep for that identifier across the data-plane files.
docs/v2/implementation/phase-6-2-authorization-runtime.md status updated from
DRAFT to SHIPPED (core). Two deferred follow-ups explicitly called out so
operators see what's still pending for the "Phase 6.2 fully wired end-to-end"
milestone.
`Phase 6.2 compliance: PASS` — exit 0. Any regression that deletes a class
or re-introduces an LdapGroupRoleMapping reference into the data-plane
evaluator turns a green check red + exit non-zero.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Ships the non-UI piece of Stream D: a draft-aware write surface over NodeAcl
that enforces the Phase 6.2 plan's scope-uniqueness + grant-shape invariants.
Blazor UI pieces (RoleGrantsTab + AclsTab refresh + SignalR invalidation +
visual-compliance reviewer signoff) are deferred to the Phase 6.1-style
follow-up task.
Admin.Services:
- ValidatedNodeAclAuthoringService — alongside existing NodeAclService (raw
CRUD, kept for read + revoke paths). GrantAsync enforces:
* Permissions != None (decision #129 — additive only, no empty grants).
* Cluster scope has null ScopeId.
* Sub-cluster scope requires a populated ScopeId.
* No duplicate (GenerationId, ClusterId, LdapGroup, ScopeKind, ScopeId)
tuple — operator updates the row instead of inserting a duplicate.
UpdatePermissionsAsync also rejects None (operator revokes via NodeAclService).
Violations throw InvalidNodeAclGrantException.
Tests (10 new in Admin.Tests/ValidatedNodeAclAuthoringServiceTests):
- Grant rejects None permissions.
- Grant rejects Cluster-scope with ScopeId / sub-cluster without ScopeId.
- Grant succeeds on well-formed row.
- Grant rejects duplicate (group, scope) in same draft.
- Grant allows same group at different scope.
- Grant allows same (group, scope) in different draft.
- UpdatePermissions rejects None.
- UpdatePermissions round-trips new flags + notes.
- UpdatePermissions on unknown rowid throws.
Microsoft.EntityFrameworkCore.InMemory 10.0.0 added to Admin.Tests csproj.
Full solution dotnet test: 1097 passing (was 1087, +10). Phase 6.2 total is
now 1087+10 = 1097; baseline 906 → +191 net across Phase 6.1 (all streams) +
Phase 6.2 (Streams A, B, C foundation, D data layer).
Stream D follow-up task tracks: RoleGrantsTab CRUD over LdapGroupRoleMapping,
AclsTab write-through + Probe-this-permission diagnostic, draft-diff ACL
section, SignalR PermissionTrieCache invalidation push.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Lands the integration seam between the Server project's OPC UA stack and the
Core.Authorization evaluator. Actual DriverNodeManager dispatch-path wiring
(Read/Write/HistoryRead/Browse/Call/Subscribe/Alarm surfaces) lands in the
follow-up PR on this branch — covered by Task #143 below.
Server.Security additions:
- ILdapGroupsBearer — marker interface a custom IUserIdentity implements to
expose its resolved LDAP group DNs. Parallel to the existing IRoleBearer
(admin roles) — control/data-plane separation per decision #150.
- AuthorizationGate — stateless bridge between Opc.Ua.IUserIdentity and
IPermissionEvaluator. IsAllowed(identity, operation, scope) materializes a
UserAuthorizationState from the identity's LDAP groups, delegates to the
evaluator, and returns a single bool the dispatch paths use to decide
whether to surface BadUserAccessDenied.
- StrictMode knob controls fail-open-during-transition vs fail-closed:
- strict=false (default during rollout) — null identity, identity without
ILdapGroupsBearer, or NotGranted outcome all return true so older
deployments without ACL data keep working.
- strict=true (production target) — any of the above returns false.
The appsetting `Authorization:StrictMode = true` flips deployments over
once their ACL data is populated.
Tests (9 new in Server.Tests/AuthorizationGateTests):
- Null identity — strict denies, lax allows.
- Identity without LDAP groups — strict denies, lax allows.
- LDAP group with matching grant allows.
- LDAP group without grant — strict denies.
- Wrong operation denied (Read-only grant, WriteOperate requested).
- BuildSessionState returns materialized state with LDAP groups + null when
identity doesn't carry them.
Full solution dotnet test: 1087 passing (Phase 6.1 = 1042, Phase 6.2 A = +9,
B = +27, C foundation = +9 = 1087). Pre-existing Client.CLI Subscribe flake
unchanged.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Ships Stream B.1-B.6 — the data-plane authorization engine Phase 6.2 runs on.
Integration into OPC UA dispatch (Stream C — Read / Write / HistoryRead /
Subscribe / Browse / Call etc.) is the next PR on this branch.
New Core.Abstractions:
- OpcUaOperation enum enumerates every OPC UA surface the evaluator gates:
Browse, Read, WriteOperate/Tune/Configure (split by SecurityClassification),
HistoryRead, HistoryUpdate, CreateMonitoredItems, TransferSubscriptions,
Call, AlarmAcknowledge/Confirm/Shelve. Stream C maps each one back to its
dispatch call site.
New Core.Authorization namespace:
- NodeScope record + NodeHierarchyKind — 6-level scope addressing for
Equipment-kind (UNS) namespaces, folder-segment walk for SystemPlatform-kind
(Galaxy). NodeScope carries a Kind selector so the evaluator knows which
hierarchy to descend.
- AuthorizationDecision { Verdict, Provenance } + AuthorizationVerdict
{Allow, NotGranted, Denied} + MatchedGrant. Tri-state per decision #149;
Phase 6.2 only produces Allow + NotGranted, Denied stays reserved for v2.1
Explicit Deny without API break.
- IPermissionEvaluator.Authorize(session, operation, scope).
- PermissionTrie + PermissionTrieNode + TrieGrant. In-memory trie keyed on
the ACL scope hierarchy. CollectMatches walks Cluster → Namespace →
UnsArea → UnsLine → Equipment → Tag (or → FolderSegment(s) → Tag on
Galaxy). Pure additive union — matches that share an LDAP group with the
session contribute flags; OR across levels.
- PermissionTrieBuilder static factory. Build(clusterId, generationId, rows,
scopePaths?) returns a trie for one generation. Cross-cluster rows are
filtered out so the trie is cluster-coherent. Stream C follow-up wires a
real scopePaths lookup from the live DB; tests supply hand-built paths.
- PermissionTrieCache — process-singleton, keyed on (ClusterId, GenerationId).
Install(trie) adds a generation + promotes to "current" when the id is
highest-known (handles out-of-order installs gracefully). Prior generations
retained so an in-flight request against a prior trie still succeeds; GC
via Prune(cluster, keepLatest).
- UserAuthorizationState — per-session cache of resolved LDAP groups +
AuthGenerationId + MembershipVersion + MembershipResolvedUtc. Bounded by
MembershipFreshnessInterval (default 15 min per decision #151) +
AuthCacheMaxStaleness (default 5 min per decision #152).
- TriePermissionEvaluator — default IPermissionEvaluator. Fails closed on
stale sessions (IsStale check short-circuits to NotGranted), on cross-
cluster requests, on empty trie cache. Maps OpcUaOperation → NodePermissions
via MapOperationToPermission (total — every enum value has a mapping; tested).
Tests (27 new, all pass):
- PermissionTrieTests (7): cluster-level grant cascades to every tag;
equipment-level grant doesn't leak to sibling equipment; multi-group union
ORs flags; no-matching-group returns empty; Galaxy folder-segment grant
doesn't leak to sibling folder; cross-cluster rows don't land in this
cluster's trie; build is idempotent (B.6 invariants).
- TriePermissionEvaluatorTests (8): allow when flag matches; NotGranted when
no matching group; NotGranted when flags insufficient; HistoryRead requires
its own bit (decision-level requirement); cross-cluster session denied;
stale session fails closed; no cached trie denied; MapOperationToPermission
is total across every OpcUaOperation.
- PermissionTrieCacheTests (8): empty cache returns null; install-then-get
round-trips; new generation becomes current; out-of-order install doesn't
downgrade current; invalidate drops one cluster; prune retains most recent;
prune no-op when fewer than keep; cluster isolation.
- UserAuthorizationStateTests (4): fresh is not stale; IsStale after 5 min
default; NeedsRefresh true between freshness + staleness windows.
Full solution dotnet test: 1078 passing (baseline 906, Phase 6.1 = 1042,
Phase 6.2 Stream A = +9, Stream B = +27 = 1078). Pre-existing Client.CLI
Subscribe flake unchanged.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Stream A.1-A.2 per docs/v2/implementation/phase-6-2-authorization-runtime.md.
Seed-data migration (A.3) is a separate follow-up once production LDAP group
DNs are finalised; until then CRUD via the Admin UI handles the fleet set up.
Configuration:
- New AdminRole enum {ConfigViewer, ConfigEditor, FleetAdmin} — string-stored.
- New LdapGroupRoleMapping entity with Id (surrogate PK), LdapGroup (512 chars),
Role (AdminRole enum), ClusterId (nullable, FK to ServerCluster), IsSystemWide,
CreatedAtUtc, Notes.
- EF config: UX_LdapGroupRoleMapping_Group_Cluster unique index on
(LdapGroup, ClusterId) + IX_LdapGroupRoleMapping_Group hot-path index on
LdapGroup for sign-in lookups. Cluster FK cascades on cluster delete.
- Migration 20260419_..._AddLdapGroupRoleMapping generated via `dotnet ef`.
Configuration.Services:
- ILdapGroupRoleMappingService — CRUD surface. Declared as control-plane only
per decision #150; the OPC UA data-path evaluator must NOT depend on this
interface (Phase 6.2 compliance check on control/data-plane separation).
GetByGroupsAsync is the hot-path sign-in lookup.
- LdapGroupRoleMappingService (EF Core impl) enforces the write-time invariant
"exactly one of (ClusterId populated, IsSystemWide=true)" and surfaces
InvalidLdapGroupRoleMappingException on violation. Create auto-populates Id
+ CreatedAtUtc when omitted.
Tests (9 new, all pass) in Configuration.Tests:
- Create sets Id + CreatedAtUtc.
- Create rejects empty LdapGroup.
- Create rejects IsSystemWide=true with populated ClusterId.
- Create rejects IsSystemWide=false with null ClusterId.
- GetByGroupsAsync returns matching rows only.
- GetByGroupsAsync with empty input returns empty (no full-table scan).
- ListAllAsync orders by group then cluster.
- Delete removes the target row.
- Delete of unknown id is a no-op.
Microsoft.EntityFrameworkCore.InMemory 10.0.0 added to Configuration.Tests for
the service-level tests (schema-compliance tests still use the live SQL
fixture).
SchemaComplianceTests updated to expect the new LdapGroupRoleMapping table.
Full solution dotnet test: 1051 passing (baseline 906, Phase 6.1 shipped at
1042, Phase 6.2 Stream A adds 9 = 1051). Pre-existing Client.CLI Subscribe
flake unchanged.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
scripts/compliance/phase-6-1-compliance.ps1 replaces the stub TODOs with 34
real checks covering:
- Stream A: pipeline builder + CapabilityInvoker + WriteIdempotentAttribute
present; pipeline key includes HostName (per-device isolation per decision
#144); OnReadValue / OnWriteValue / HistoryRead route through invoker in
DriverNodeManager; Galaxy supervisor CircuitBreaker + Backoff preserved.
- Stream B: DriverTier enum; DriverTypeMetadata requires Tier; MemoryTracking
+ MemoryRecycle (Tier C-gated) + ScheduledRecycleScheduler (rejects Tier
A/B) + demand-aware WedgeDetector all present.
- Stream C: DriverHealthReport + HealthEndpointsHost; state matrix Healthy=200
/ Faulted=503 asserted in code; LogContextEnricher; JSON sink opt-in via
Serilog:WriteJson.
- Stream D: GenerationSealedCache + ReadOnly marking + GenerationCacheUnavailable
exception path; ResilientConfigReader + StaleConfigFlag.
- Stream E data layer: DriverInstanceResilienceStatus entity +
DriverResilienceStatusTracker. SignalR/Blazor surface is Deferred per the
visual-compliance follow-up pattern borrowed from Phase 6.4.
- Cross-cutting: full solution `dotnet test` runs; asserts 1042 >= 906
baseline; tolerates the one pre-existing Client.CLI Subscribe flake and
flags any new failure.
Running the script locally returns "Phase 6.1 compliance: PASS" — exit 0. Any
future regression that deletes a class or un-wires a dispatch path turns a
green check red + exit non-zero.
docs/v2/implementation/phase-6-1-resilience-and-observability.md status
updated from DRAFT to SHIPPED with the merged-PRs summary + test count delta +
the single deferred follow-up (visual review of the Admin /hosts columns).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Ships the data + runtime layer of Stream E. The SignalR hub and Blazor /hosts
page refresh (E.2-E.3) are follow-up work paired with the visual-compliance
review per Phase 6.4 patterns — documented as a deferred follow-up below.
Configuration:
- New entity DriverInstanceResilienceStatus with:
DriverInstanceId, HostName (composite PK),
LastCircuitBreakerOpenUtc, ConsecutiveFailures, CurrentBulkheadDepth,
LastRecycleUtc, BaselineFootprintBytes, CurrentFootprintBytes,
LastSampledUtc.
- Separate from DriverHostStatus (per-host connectivity view) so a Running
host that has tripped its breaker or is nearing its memory ceiling shows up
distinctly on Admin /hosts. Admin page left-joins both for display.
- OtOpcUaConfigDbContext + Fluent-API config + IX_DriverResilience_LastSampled
index for the stale-sample filter query.
- EF migration: 20260419124034_AddDriverInstanceResilienceStatus.
Core.Resilience:
- DriverResilienceStatusTracker — process-singleton in-memory tracker keyed on
(DriverInstanceId, HostName). CapabilityInvoker + MemoryTracking +
MemoryRecycle callers record failure/success/breaker-open/recycle/footprint
events; a HostedService (Stream E.2 follow-up) samples this tracker every
5 s and persists to the DB. Pure in-memory keeps tests fast + the core
free of EF/SQL dependencies.
Tests:
- DriverResilienceStatusTrackerTests (9 new, all pass): tryget-before-write
returns null; failures accumulate; success resets; breaker/recycle/footprint
fields populate; per-host isolation; snapshot returns all pairs; concurrent
writes don't lose counts.
- SchemaComplianceTests: expected-tables list updated to include the new
DriverInstanceResilienceStatus table.
Full solution dotnet test: 1042 passing (baseline 906, +136 for Phase 6.1 so
far across Streams A/B/C/D/E.1). Pre-existing Client.CLI Subscribe flake
unchanged.
Deferred to follow-up PR (E.2/E.3):
- ResilienceStatusPublisher HostedService that samples DriverResilienceStatusTracker
every 5 s + upserts DriverInstanceResilienceStatus rows.
- Admin FleetStatusHub SignalR hub pushing LastCircuitBreakerOpenUtc /
CurrentBulkheadDepth / LastRecycleUtc on change.
- Admin /hosts Blazor column additions (red badge when
ConsecutiveFailures > breakerThreshold / 2). Visual-compliance reviewer
signoff alongside Phase 6.4 admin-ui patterns.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Closes Stream D per docs/v2/implementation/phase-6-1-resilience-and-observability.md.
New Configuration.LocalCache types (alongside the existing single-file
LiteDbConfigCache):
- GenerationSealedCache — file-per-generation sealed snapshots per decision
#148. Each SealAsync writes <cache-root>/<clusterId>/<generationId>.db as a
read-only LiteDB file, then atomically publishes the CURRENT pointer via
temp-file + File.Replace. Prior-generation files stay on disk for audit.
Mixed-generation reads are structurally impossible: ReadCurrentAsync opens
the single file named by CURRENT. Corruption of the pointer or the sealed
file raises GenerationCacheUnavailableException — fails closed, never falls
back silently to an older generation. TryGetCurrentGenerationId returns the
pointer value or null for diagnostics.
- StaleConfigFlag — thread-safe (Volatile.Read/Write) bool. MarkStale when a
read fell back to the cache; MarkFresh when a central-DB read succeeded.
Surfaced on /healthz body and Admin /hosts (Stream C wiring already in
place).
- ResilientConfigReader — wraps a central-DB fetch function with the Stream
D.2 pipeline: timeout 2 s → retry N× jittered (skipped when retryCount=0) →
fallback to the sealed cache. Toggles StaleConfigFlag per outcome. Read path
only — the write path is expected to bypass this wrapper and fail hard on
DB outage so inconsistent writes never land. Cancellation passes through
and is NOT retried.
Configuration.csproj:
- Polly.Core 8.6.6 + Microsoft.Extensions.Logging.Abstractions added.
Tests (17 new, all pass):
- GenerationSealedCacheTests (10): first-boot-no-snapshot throws
GenerationCacheUnavailableException (D.4 scenario C), seal-then-read round
trip, sealed file is ReadOnly on disk, pointer advances to latest, prior
generation file preserved, corrupt sealed file fails closed, missing sealed
file fails closed, corrupt pointer fails closed (D.4 scenario B), same
generation sealed twice is idempotent, independent clusters don't
interfere.
- ResilientConfigReaderTests (4): central-DB success returns value + marks
fresh; central-DB failure exhausts retries + falls back to cache + marks
stale (D.4 scenario A); central-DB + cache both unavailable throws;
cancellation not retried.
- StaleConfigFlagTests (3): default is fresh; toggles; concurrent writes
converge.
Full solution dotnet test: 1033 passing (baseline 906, +127 net across Phase
6.1 Streams A/B/C/D). Pre-existing Client.CLI Subscribe flake unchanged.
Integration into Configuration read paths (DriverInstance enumeration,
LdapGroupRoleMapping fetches, etc.) + the sp_PublishGeneration hook that
writes sealed files lands in the Phase 6.1 Stream E / Admin-refresh PR where
the DB integration surfaces are already touched. Existing LiteDbConfigCache
continues serving its single-file role for the NodeBootstrap path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Closes Stream C per docs/v2/implementation/phase-6-1-resilience-and-observability.md.
Core.Observability (new namespace):
- DriverHealthReport — pure-function aggregation over DriverHealthSnapshot list.
Empty fleet = Healthy. Any Faulted = Faulted. Any Unknown/Initializing (no
Faulted) = NotReady. Any Degraded or Reconnecting (no Faulted, no NotReady)
= Degraded. Else Healthy. HttpStatus(verdict) maps to the Stream C.1 state
matrix: Healthy/Degraded → 200, NotReady/Faulted → 503.
- LogContextEnricher — Serilog LogContext wrapper. Push(id, type, capability,
correlationId) returns an IDisposable scope; inner log calls carry
DriverInstanceId / DriverType / CapabilityName / CorrelationId structured
properties automatically. NewCorrelationId = 12-hex-char GUID slice for
cases where no OPC UA RequestHeader.RequestHandle is in flight.
CapabilityInvoker — now threads LogContextEnricher around every ExecuteAsync /
ExecuteWriteAsync call site. OtOpcUaServer passes driver.DriverType through
so logs correlate to the driver type too. Every capability call emits
structured fields per the Stream C.4 compliance check.
Server.Observability:
- HealthEndpointsHost — standalone HttpListener on http://localhost:4841/
(loopback avoids Windows URL-ACL elevation; remote probing via reverse
proxy or explicit netsh urlacl grant). Routes:
/healthz → 200 when (configDbReachable OR usingStaleConfig); 503 otherwise.
Body: status, uptimeSeconds, configDbReachable, usingStaleConfig.
/readyz → DriverHealthReport.Aggregate + HttpStatus mapping.
Body: verdict, drivers[], degradedDrivers[], uptimeSeconds.
anything else → 404.
Disposal cooperative with the HttpListener shutdown.
- OpcUaApplicationHost starts the health host after the OPC UA server comes up
and disposes it on shutdown. New OpcUaServerOptions knobs:
HealthEndpointsEnabled (default true), HealthEndpointsPrefix (default
http://localhost:4841/).
Program.cs:
- Serilog pipeline adds Enrich.FromLogContext + opt-in JSON file sink via
`Serilog:WriteJson = true` appsetting. Uses Serilog.Formatting.Compact's
CompactJsonFormatter (one JSON object per line — SIEMs like Splunk,
Datadog, Graylog ingest without a regex parser).
Server.Tests:
- Existing 3 OpcUaApplicationHost integration tests now set
HealthEndpointsEnabled=false to avoid port :4841 collisions under parallel
execution.
- New HealthEndpointsHostTests (9): /healthz healthy empty fleet; stale-config
returns 200 with flag; unreachable+no-cache returns 503; /readyz empty/
Healthy/Faulted/Degraded/Initializing drivers return correct status and
bodies; unknown path → 404. Uses ephemeral ports via Interlocked counter.
Core.Tests:
- DriverHealthReportTests (8): empty fleet, all-healthy, any-Faulted trumps,
any-NotReady without Faulted, Degraded without Faulted/NotReady, HttpStatus
per-verdict theory.
- LogContextEnricherTests (8): all 4 properties attach; scope disposes cleanly;
NewCorrelationId shape; null/whitespace driverInstanceId throws.
- CapabilityInvokerEnrichmentTests (2): inner logs carry structured
properties; no context leak outside the call site.
Full solution dotnet test: 1016 passing (baseline 906, +110 for Phase 6.1 so
far across Streams A+B+C). Pre-existing Client.CLI Subscribe flake unchanged.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Closes out Stream B per docs/v2/implementation/phase-6-1-resilience-and-observability.md.
Core.Abstractions:
- IDriverSupervisor — process-level supervisor contract a Tier C driver's
out-of-process topology provides (Galaxy Proxy/Supervisor implements this in
a follow-up Driver.Galaxy wiring PR). Concerns: DriverInstanceId + RecycleAsync.
Tier A/B drivers don't implement this; Stream B code asserts tier == C before
ever calling it.
Core.Stability:
- MemoryRecycle — companion to MemoryTracking. On HardBreach, invokes the
supervisor IFF tier == C AND a supervisor is wired. Tier A/B HardBreach logs
a promotion-to-Tier-C recommendation and returns false. Soft/None/Warming
never triggers a recycle at any tier.
- ScheduledRecycleScheduler — Tier C opt-in periodic recycler per decision #67.
Ctor throws for Tier A/B (structural guard — scheduled recycle on an
in-process driver would kill every OPC UA session and every co-hosted
driver). TickAsync(now) advances the schedule by one interval per fire;
RequestRecycleNowAsync drives an ad-hoc recycle without shifting the cron.
- WedgeDetector — demand-aware per decision #147. Classify(state, demand, now)
returns:
* NotApplicable when driver state != Healthy
* Idle when Healthy + no pending work (bulkhead=0 && monitored=0 && historic=0)
* Healthy when Healthy + pending work + progress within threshold
* Faulted when Healthy + pending work + no progress within threshold
Threshold clamps to min 60 s. DemandSignal.HasPendingWork ORs the three counters.
The three false-wedge cases the plan calls out all stay Healthy: idle
subscription-only, slow historian backfill making progress, write-only burst
with drained bulkhead.
Tests (22 new, all pass):
- MemoryRecycleTests (7): Tier C hard-breach requests recycle; Tier A/B
hard-breach never requests; Tier C without supervisor no-ops; soft-breach
at every tier never requests; None/Warming never request.
- ScheduledRecycleSchedulerTests (6): ctor throws for A/B; zero/negative
interval throws; tick before due no-ops; tick at/after due fires once and
advances; RequestRecycleNow fires immediately without shifting schedule;
multiple fires across ticks advance one interval each.
- WedgeDetectorTests (9): threshold clamp to 60 s; unhealthy driver always
NotApplicable; idle subscription stays Idle; pending+fresh progress stays
Healthy; pending+stale progress is Faulted; MonitoredItems active but no
publish is Faulted; MonitoredItems active with fresh publish stays Healthy;
historian backfill with fresh progress stays Healthy; write-only burst with
empty bulkhead is Idle; HasPendingWork theory for any non-zero counter.
Full solution dotnet test: 989 passing (baseline 906, +83 for Phase 6.1 so far).
Pre-existing Client.CLI Subscribe flake unchanged.
Stream B complete. Next up: Stream C (health endpoints + structured logging).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Stream B.1 — registry invariant:
- DriverTypeMetadata gains a required `DriverTier Tier` field. Every registered
driver type must declare its stability tier so the downstream MemoryTracking,
MemoryRecycle, and resilience-policy layers can resolve the right defaults.
Stamped-at-registration-time enforcement makes the "every driver type has a
non-null Tier" compliance check structurally impossible to fail.
- DriverTypeRegistry API unchanged; one new property on the record.
Stream B.2 — MemoryTracking (Core.Stability):
- Tier-agnostic tracker per decision #146: captures baseline as the median of
samples collected during a post-init warmup window (default 5 min), then
classifies each subsequent sample with the hybrid formula
`soft = max(multiplier × baseline, baseline + floor)`, `hard = 2 × soft`.
- Per-tier constants wired: Tier A mult=3 floor=50 MB, Tier B mult=3 floor=100 MB,
Tier C mult=2 floor=500 MB.
- Never kills. Hard-breach action returns HardBreach; the supervisor that acts
on that signal (MemoryRecycle) is Tier C only per decisions #74, #145 and
lands in the next B.3 commit on this branch.
- Two phases: WarmingUp (samples collected, Warming returned) and Steady
(baseline captured, soft/hard checks active). Transition is automatic when
the warmup window elapses.
Tests (15 new, all pass):
- Warming phase returns Warming until the window elapses.
- Window-elapsed captures median baseline + transitions to Steady.
- Per-tier constants match decision #146 table exactly.
- Soft threshold uses max() — small baseline → floor wins; large baseline →
multiplier wins.
- Hard = 2 × soft.
- Sample below soft = None; at soft = SoftBreach; at/above hard = HardBreach.
- DriverTypeRegistry: theory asserts Tier round-trips for A/B/C.
Full solution dotnet test: 963 passing (baseline 906, +57 net for Phase 6.1
Stream A + Stream B.1/B.2). Pre-existing Client.CLI Subscribe flake unchanged.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Per Stream A.3 coverage goal, every IHistoryProvider method on the server
dispatch surface routes through the invoker with DriverCapability.HistoryRead:
- HistoryReadRaw (line 487)
- HistoryReadProcessed (line 551)
- HistoryReadAtTime (line 608)
- HistoryReadEvents (line 665)
Each gets timeout + per-(driver, host) circuit breaker + the default Tier
retry policy (Tier A default: 2 retries at 30s timeout). Inner driver
GetAwaiter().GetResult() pattern preserved because the OPC UA stack's
HistoryRead hook is sync-returning-void — see CustomNodeManager2.
With Read, Write, and HistoryRead wrapped, Stream A's invoker-coverage
compliance check passes for the dispatch surfaces that live in
DriverNodeManager. Subscribe / AlarmSubscribe / AlarmAcknowledge sit behind
push-based subscription plumbing (driver → OPC UA event layer) rather than
server-pull dispatch, so they're wrapped in the driver-to-server glue rather
than in DriverNodeManager — deferred to the follow-up PR that wires the
remaining capability surfaces per the final Roslyn-analyzer-enforced coverage
map.
Full solution dotnet test: 948 passing. Pre-existing Client.CLI Subscribe
flake unchanged.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Every OnReadValue / OnWriteValue now routes through the process-singleton
DriverResiliencePipelineBuilder's CapabilityInvoker. Read / Write dispatch
paths gain timeout + per-capability retry + per-(driver, host) circuit breaker
+ bulkhead without touching the individual driver implementations.
Wiring:
- OpcUaApplicationHost: new optional DriverResiliencePipelineBuilder ctor
parameter (default null → instance-owned builder). Keeps the 3 test call
sites that construct OpcUaApplicationHost directly unchanged.
- OtOpcUaServer: requires the builder in its ctor; constructs one
CapabilityInvoker per driver at CreateMasterNodeManager time with default
Tier A DriverResilienceOptions. TODO: Stream B.1 will wire real per-driver-
type tiers via DriverTypeRegistry; Phase 6.1 follow-up will read the
DriverInstance.ResilienceConfig JSON column for per-instance overrides.
- DriverNodeManager: takes a CapabilityInvoker in its ctor. OnReadValue wraps
the driver's ReadAsync through ExecuteAsync(DriverCapability.Read, hostName,
...); OnWriteValue wraps WriteAsync through ExecuteWriteAsync(hostName,
isIdempotent, ...) where isIdempotent comes from the new
_writeIdempotentByFullRef map populated at Variable() registration from
DriverAttributeInfo.WriteIdempotent.
HostName defaults to driver.DriverInstanceId for now — a single-host pipeline
per driver. Multi-host drivers (Modbus with N PLCs) will expose their own per-
call host resolution in a follow-up so failing PLCs can trip per-PLC breakers
without poisoning siblings (decision #144).
Test fixup:
- FlakeyDriverIntegrationTests.Read_SurfacesSuccess_AfterTransientFailures:
bumped TimeoutSeconds=2 → 30. 10 retries at exponential backoff with jitter
can exceed 2s under parallel-test-run CPU pressure; the test asserts retry
behavior, not timeout budget, so the longer slack keeps it deterministic.
Full solution dotnet test: 948 passing. Pre-existing Client.CLI Subscribe
flake unchanged.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
IDriver.DriverInstanceId is declared as string in Core.Abstractions; keeping
the pipeline key as Guid meant every call site would need .ToString() / Guid.Parse
at the boundary. Switching the Resilience types to string removes that friction
and lets OtOpcUaServer pass driver.DriverInstanceId directly to the builder in
the upcoming server-dispatch wiring PR.
- DriverResiliencePipelineBuilder.GetOrCreate + Invalidate + PipelineKey
- CapabilityInvoker.ctor + _driverInstanceId field
Tests: all 48 Core.Tests still pass. The Invalidate test's keepId / dropId now
use distinct "drv-keep" / "drv-drop" literals (previously both were distinct
Guid.NewGuid() values, which the sed-driven refactor had collapsed to the same
literal — caught pre-commit).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Per-tag opt-in for write-retry per docs/v2/plan.md decisions #44, #45, #143.
Default is false — writes never auto-retry unless the driver author has marked
the tag as safe to replay.
Core.Abstractions:
- DriverAttributeInfo gains `bool WriteIdempotent = false` at the end of the
positional record (back-compatible; every existing call site uses the default).
Driver.Modbus:
- ModbusTagDefinition gains `bool WriteIdempotent = false`. Safe candidates
documented in the param XML: holding-register set-points, configuration
registers. Unsafe: edge-triggered coils, counter-increment addresses.
- ModbusDriver.DiscoverAsync propagates t.WriteIdempotent into
DriverAttributeInfo.WriteIdempotent.
Driver.S7:
- S7TagDefinition gains `bool WriteIdempotent = false`. Safe candidates:
DB word/dword set-points, configuration DBs. Unsafe: M/Q bits that drive
edge-triggered program routines.
- S7Driver.DiscoverAsync propagates the flag.
Stream A.5 integration tests (FlakeyDriverIntegrationTests, 4 new) exercise
the invoker + flaky-driver contract the plan enumerates:
- Read with 5 transient failures succeeds on the 6th attempt (RetryCount=10).
- Non-idempotent write with RetryCount=5 configured still fails on the first
failure — no replay (decision #44 guard at the ExecuteWriteAsync surface).
- Idempotent write with 2 transient failures succeeds on the 3rd attempt.
- Two hosts on the same driver have independent breakers — dead-host trips
its breaker but live-host's first call still succeeds.
Propagation tests:
- ModbusDriverTests: SetPoint WriteIdempotent=true flows into
DriverAttributeInfo; PulseCoil default=false.
- S7DiscoveryAndSubscribeTests: same pattern for DBx SetPoint vs M-bit.
Full solution dotnet test: 947 passing (baseline 906, +41 net across Stream A
so far). Pre-existing Client.CLI Subscribe flake unchanged.
Stream A's remaining work (wiring CapabilityInvoker into DriverNodeManager's
OnReadValue / OnWriteValue / History / Subscribe dispatch paths) is the
server-side integration piece + needs DI wiring for the pipeline builder —
lands in the next PR on this branch.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
One invoker per (DriverInstance, IDriver) pair; calls ExecuteAsync(capability,
host, callSite) and the invoker resolves the correct pipeline from the shared
DriverResiliencePipelineBuilder. The options accessor is a Func so Admin-edit
+ pipeline-invalidate takes effect without restarting the invoker or the
driver host.
ExecuteWriteAsync(isIdempotent) is the explicit write-safety surface:
- isIdempotent=false routes through a side pipeline with RetryCount=0 regardless
of what the caller configured. The cache key carries a "::non-idempotent"
suffix so it never collides with the retry-enabled write pipeline.
- isIdempotent=true routes through the normal Write pipeline. If the user has
configured Write retries (opt-in), the idempotent tag gets them; otherwise
default-0 still wins.
The server dispatch layer (next PR) reads WriteIdempotentAttribute on each tag
definition once at driver-init time and feeds the boolean into ExecuteWriteAsync.
Tests (6 new):
- Read retries on transient failure; returns value from call site.
- Write non-idempotent does NOT retry even when policy has 3 retries configured
(the explicit decision-#44 guard at the dispatch surface).
- Write idempotent retries when policy allows.
- Write with default tier-A policy (RetryCount=0) never retries regardless of
idempotency flag.
- Different hosts get independent pipelines.
Core.Tests now 44 passing (was 38). Invoker doc-refs completed (the XML comment
on WriteIdempotentAttribute no longer references a non-existent type).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Lands the first chunk of the Phase 6.1 Stream A resilience layer per
docs/v2/implementation/phase-6-1-resilience-and-observability.md §Stream A.
Downstream CapabilityInvoker (A.3) + driver-dispatch wiring land in follow-up
PRs on the same branch.
Core.Abstractions additions:
- WriteIdempotentAttribute — marker for tag-definition records that opt into
auto-retry on IWritable.WriteAsync. Absence = no retry per decisions #44, #45,
#143. Read once via reflection at driver-init time; no per-write cost.
- DriverCapability enum — enumerates the 8 capability surface points
(Read / Write / Discover / Subscribe / Probe / AlarmSubscribe / AlarmAcknowledge
/ HistoryRead). AlarmAcknowledge is write-shaped (no retry by default).
- DriverTier enum — A/B/C per driver-stability.md §2-4. Stream B.1 wires this
into DriverTypeMetadata; surfaced here because the resilience policy defaults
key on it.
Core.Resilience new namespace:
- DriverResilienceOptions — per-tier × per-capability policy defaults.
GetTierDefaults(tier) is the source of truth:
* Tier A: Read 2s/3 retries, Write 2s/0 retries, breaker threshold 5
* Tier B: Read 4s/3, Write 4s/0, breaker threshold 5
* Tier C: Read 10s/1, Write 10s/0, breaker threshold 0 (supervisor handles
process-level breaker per decision #68)
Resolve(capability) overlays CapabilityPolicies on top of the defaults.
- DriverResiliencePipelineBuilder — composes Timeout → Retry (capability-
permitting, never on cancellation) → CircuitBreaker (tier-permitting) →
Bulkhead. Pipelines cached in a lock-free ConcurrentDictionary keyed on
(DriverInstanceId, HostName, DriverCapability) per decision #144 — one dead
PLC behind a multi-device driver does not open the breaker for healthy
siblings. Invalidate(driverInstanceId) supports Admin-triggered reload.
Tests (30 new, all pass):
- DriverResilienceOptionsTests: tier-default coverage for every capability,
Write + AlarmAcknowledge never retry at any tier, Tier C disables breaker,
resolve-with-override layering.
- DriverResiliencePipelineBuilderTests: Read retries transients, Write does NOT
retry on failure (decision #44 guard), dead-host isolation from sibling hosts,
pipeline reuse for same triple, per-capability isolation, breaker opens after
threshold on Tier A, timeout fires, cancellation is not retried,
invalidation scoped to matching instance.
Polly.Core 8.6.6 added to Core.csproj. Full solution dotnet test: 936 passing
(baseline 906 + 30 new). One pre-existing Client.CLI Subscribe flake unchanged
by this PR.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
