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phase-7-st
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phase-7-st
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79
docs/v2/implementation/exit-gate-phase-7.md
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79
docs/v2/implementation/exit-gate-phase-7.md
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# Phase 7 Exit Gate — Scripting, Virtual Tags, Scripted Alarms, Historian Sink
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> **Status**: Open. Closed when every compliance check passes + every deferred item either ships or is filed as a post-v2-release follow-up.
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>
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> **Compliance script**: `scripts/compliance/phase-7-compliance.ps1`
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> **Plan doc**: `docs/v2/implementation/phase-7-scripting-and-alarming.md`
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## What shipped
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| Stream | PR | Summary |
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|--------|-----|---------|
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| A | #177–#179 | `Core.Scripting` — Roslyn sandbox + `DependencyExtractor` + `ForbiddenTypeAnalyzer` + per-script Serilog sink + 63 tests |
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| B | #180 | `Core.VirtualTags` — dep graph (iterative Tarjan) + engine + timer scheduler + `VirtualTagSource` + 36 tests |
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| C | #181 | `Core.ScriptedAlarms` — Part 9 state machine + predicate engine + message template + `ScriptedAlarmSource` + 47 tests |
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| D | #182 | `Core.AlarmHistorian` — SQLite store-and-forward + backoff ladder + dead-letter retention + Galaxy.Host IPC contracts + 14 tests |
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| E | #183 | Config DB schema — `Script` / `VirtualTag` / `ScriptedAlarm` / `ScriptedAlarmState` entities + migration + 12 tests |
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| F | #185 | Admin UI — `ScriptService` / `VirtualTagService` / `ScriptedAlarmService` / `ScriptTestHarnessService` / `HistorianDiagnosticsService` + Monaco editor + `/alarms/historian` page + 13 tests |
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| G | #184 | Walker emits Virtual + ScriptedAlarm variables with `NodeSourceKind` discriminator + 5 tests |
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| G follow-up | #186 | `DriverNodeManager` dispatch routes by `NodeSourceKind` + writes rejected for non-Driver sources + 7 tests |
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**Phase 7 totals**: ~197 new tests across 7 projects. Plan decisions #1–#22 all realised in code.
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## Compliance Checks (run at exit gate)
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Covered by `scripts/compliance/phase-7-compliance.ps1`:
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- [x] Roslyn sandbox anchored on `ScriptContext` assembly with `ForbiddenTypeAnalyzer` defense-in-depth (plan #6)
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- [x] `DependencyExtractor` rejects non-literal tag paths with source spans (plan #7)
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- [x] Per-script rolling Serilog sink + companion-forwarding Error+ to main log (plan #12)
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- [x] VirtualTag dep graph uses iterative SCC — no stack overflow on 10 000-deep chains
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- [x] `VirtualTagSource` implements `IReadable` + `ISubscribable` per ADR-002
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- [x] Part 9 state machine covers every transition (Apply/Ack/Confirm/Shelve/Unshelve/Enable/Disable/Comment/ShelvingCheck)
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- [x] `AlarmPredicateContext` rejects `SetVirtualTag` at runtime (predicates must be pure)
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- [x] `MessageTemplate` substitutes `{TagPath}` tokens at event emission (plan #13); missing/bad → `{?}`
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- [x] SQLite sink backoff ladder 1s → 2s → 5s → 15s → 60s cap (plan #16)
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- [x] Default 1M-row capacity + 30-day dead-letter retention (plan #21)
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- [x] Per-event outcomes Ack/RetryPlease/PermanentFail on the wire
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- [x] Galaxy.Host IPC contracts (`HistorianAlarmEventRequest` / `Response` / `ConnectivityStatusNotification`)
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- [x] Config DB check constraints: trigger-required, timer-min, severity-range, alarm-type-enum, JSON comments
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- [x] `ScriptedAlarmState` keyed on `ScriptedAlarmId` (not generation-scoped) per plan #14
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- [x] Admin services: SourceHash preserves compile-cache hit on rename; Update recomputes on source change
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- [x] `ScriptTestHarnessService` enforces declared-inputs-only contract (plan #22)
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- [x] Monaco editor via CDN + textarea fallback (plan #18)
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- [x] `/alarms/historian` page with Retry-dead-lettered operator action
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- [x] Walker emits `NodeSourceKind.Virtual` + `NodeSourceKind.ScriptedAlarm` variables
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- [x] `DriverNodeManager` dispatch routes Reads by source; Writes to non-Driver rejected with `BadUserAccessDenied` (plan #6)
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## Deferred to Post-Gate Follow-ups
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Kept out of the capstone so the gate can close cleanly while the less-critical wiring lands in targeted PRs:
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- [ ] **SealedBootstrap composition root** (task #239) — instantiate `VirtualTagEngine` + `ScriptedAlarmEngine` + `SqliteStoreAndForwardSink` in `Program.cs`; pass `VirtualTagSource` + `ScriptedAlarmSource` as the new `IReadable` parameters on `DriverNodeManager`. Without this, the engines are dormant in production even though every piece is tested.
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- [ ] **Live OPC UA end-to-end smoke** (task #240) — Client.CLI browse + read a virtual tag computed by Roslyn; Client.CLI acknowledge a scripted alarm via the Part 9 method node; historian-disabled deployment returns `BadNotFound` for virtual nodes rather than silent failure.
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- [ ] **sp_ComputeGenerationDiff extension** (task #241) — emit Script / VirtualTag / ScriptedAlarm sections alongside the existing Namespace/DriverInstance/Equipment/Tag/NodeAcl rows so the Admin DiffViewer shows Phase 7 changes between generations.
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## Completion Checklist
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- [x] Stream A shipped + merged
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- [x] Stream B shipped + merged
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- [x] Stream C shipped + merged
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- [x] Stream D shipped + merged
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- [x] Stream E shipped + merged
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- [x] Stream F shipped + merged
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- [x] Stream G shipped + merged
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- [x] Stream G follow-up (dispatch) shipped + merged
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- [x] `phase-7-compliance.ps1` present and passes
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- [x] Full solution `dotnet test` passes (no new failures beyond pre-existing tolerated CLI flake)
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- [x] Exit-gate doc checked in
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- [ ] `SealedBootstrap` composition follow-up filed + tracked
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- [ ] Live end-to-end smoke follow-up filed + tracked
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- [ ] `sp_ComputeGenerationDiff` extension follow-up filed + tracked
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## How to run
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```powershell
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pwsh ./scripts/compliance/phase-7-compliance.ps1
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```
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Exit code 0 = all pass; non-zero = failures listed in the preceding `[FAIL]` lines.
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151
scripts/compliance/phase-7-compliance.ps1
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151
scripts/compliance/phase-7-compliance.ps1
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@@ -0,0 +1,151 @@
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<#
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.SYNOPSIS
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Phase 7 exit-gate compliance check. Each check either passes or records a failure;
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non-zero exit = fail.
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.DESCRIPTION
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Validates Phase 7 (scripting runtime + virtual tags + scripted alarms + historian
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alarm sink + Admin UI + address-space integration) per
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`docs/v2/implementation/phase-7-scripting-and-alarming.md`.
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.NOTES
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Usage: pwsh ./scripts/compliance/phase-7-compliance.ps1
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Exit: 0 = all checks passed; non-zero = one or more FAILs
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#>
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[CmdletBinding()]
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param()
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$ErrorActionPreference = 'Stop'
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$script:failures = 0
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$repoRoot = (Resolve-Path (Join-Path $PSScriptRoot '..\..')).Path
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function Assert-Pass { param([string]$C) Write-Host " [PASS] $C" -ForegroundColor Green }
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function Assert-Fail { param([string]$C, [string]$R) Write-Host " [FAIL] $C - $R" -ForegroundColor Red; $script:failures++ }
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function Assert-Deferred { param([string]$C, [string]$P) Write-Host " [DEFERRED] $C (follow-up: $P)" -ForegroundColor Yellow }
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function Assert-FileExists {
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param([string]$C, [string]$P)
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if (Test-Path (Join-Path $repoRoot $P)) { Assert-Pass "$C ($P)" }
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else { Assert-Fail $C "missing file: $P" }
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}
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function Assert-TextFound {
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param([string]$C, [string]$Pat, [string[]]$Paths)
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foreach ($p in $Paths) {
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$full = Join-Path $repoRoot $p
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if (-not (Test-Path $full)) { continue }
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if (Select-String -Path $full -Pattern $Pat -Quiet) {
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Assert-Pass "$C (matched in $p)"
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return
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}
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}
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Assert-Fail $C "pattern '$Pat' not found in any of: $($Paths -join ', ')"
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}
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Write-Host ""
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Write-Host "=== Phase 7 compliance - scripting + virtual tags + scripted alarms + historian ===" -ForegroundColor Cyan
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Write-Host ""
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Write-Host "Stream A - Core.Scripting (Roslyn + sandbox + AST inference + logger)"
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Assert-FileExists "Core.Scripting project" "src/ZB.MOM.WW.OtOpcUa.Core.Scripting/ZB.MOM.WW.OtOpcUa.Core.Scripting.csproj"
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Assert-TextFound "ScriptSandbox allow-list anchored on ScriptContext assembly" "contextType\.Assembly" @("src/ZB.MOM.WW.OtOpcUa.Core.Scripting/ScriptSandbox.cs")
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Assert-TextFound "ForbiddenTypeAnalyzer defense-in-depth (plan decision #6)" "class ForbiddenTypeAnalyzer" @("src/ZB.MOM.WW.OtOpcUa.Core.Scripting/ForbiddenTypeAnalyzer.cs")
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Assert-TextFound "DependencyExtractor rejects non-literal paths (plan decision #7)" "class DependencyExtractor" @("src/ZB.MOM.WW.OtOpcUa.Core.Scripting/DependencyExtractor.cs")
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Assert-TextFound "Per-script log companion sink forwards Error+ to main log (plan decision #12)" "class ScriptLogCompanionSink" @("src/ZB.MOM.WW.OtOpcUa.Core.Scripting/ScriptLogCompanionSink.cs")
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Assert-TextFound "ScriptContext static Deadband helper" "static bool Deadband" @("src/ZB.MOM.WW.OtOpcUa.Core.Scripting/ScriptContext.cs")
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Write-Host ""
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Write-Host "Stream B - Core.VirtualTags (dependency graph + change/timer + source)"
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Assert-FileExists "Core.VirtualTags project" "src/ZB.MOM.WW.OtOpcUa.Core.VirtualTags/ZB.MOM.WW.OtOpcUa.Core.VirtualTags.csproj"
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Assert-TextFound "DependencyGraph iterative Tarjan SCC (no stack overflow on 10k chains)" "class DependencyGraph" @("src/ZB.MOM.WW.OtOpcUa.Core.VirtualTags/DependencyGraph.cs")
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Assert-TextFound "VirtualTagEngine SemaphoreSlim async-safe cascade" "SemaphoreSlim" @("src/ZB.MOM.WW.OtOpcUa.Core.VirtualTags/VirtualTagEngine.cs")
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Assert-TextFound "VirtualTagSource IReadable + ISubscribable per ADR-002" "class VirtualTagSource" @("src/ZB.MOM.WW.OtOpcUa.Core.VirtualTags/VirtualTagSource.cs")
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Assert-TextFound "TimerTriggerScheduler groups by interval" "class TimerTriggerScheduler" @("src/ZB.MOM.WW.OtOpcUa.Core.VirtualTags/TimerTriggerScheduler.cs")
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Write-Host ""
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Write-Host "Stream C - Core.ScriptedAlarms (Part 9 state machine + predicate engine + IAlarmSource)"
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Assert-FileExists "Core.ScriptedAlarms project" "src/ZB.MOM.WW.OtOpcUa.Core.ScriptedAlarms/ZB.MOM.WW.OtOpcUa.Core.ScriptedAlarms.csproj"
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Assert-TextFound "Part9StateMachine pure functions" "class Part9StateMachine" @("src/ZB.MOM.WW.OtOpcUa.Core.ScriptedAlarms/Part9StateMachine.cs")
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Assert-TextFound "Alarm condition state with GxP audit Comments list" "Comments" @("src/ZB.MOM.WW.OtOpcUa.Core.ScriptedAlarms/AlarmConditionState.cs")
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Assert-TextFound "MessageTemplate {TagPath} substitution (plan decision #13)" "class MessageTemplate" @("src/ZB.MOM.WW.OtOpcUa.Core.ScriptedAlarms/MessageTemplate.cs")
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Assert-TextFound "AlarmPredicateContext rejects SetVirtualTag (predicates must be pure)" "class AlarmPredicateContext" @("src/ZB.MOM.WW.OtOpcUa.Core.ScriptedAlarms/AlarmPredicateContext.cs")
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Assert-TextFound "ScriptedAlarmSource implements IAlarmSource" "class ScriptedAlarmSource" @("src/ZB.MOM.WW.OtOpcUa.Core.ScriptedAlarms/ScriptedAlarmSource.cs")
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Assert-TextFound "IAlarmStateStore abstraction + in-memory default" "class InMemoryAlarmStateStore" @("src/ZB.MOM.WW.OtOpcUa.Core.ScriptedAlarms/IAlarmStateStore.cs")
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Write-Host ""
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Write-Host "Stream D - Core.AlarmHistorian (SQLite store-and-forward + Galaxy.Host IPC contracts)"
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Assert-FileExists "Core.AlarmHistorian project" "src/ZB.MOM.WW.OtOpcUa.Core.AlarmHistorian/ZB.MOM.WW.OtOpcUa.Core.AlarmHistorian.csproj"
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Assert-TextFound "SqliteStoreAndForwardSink backoff ladder (1s..60s cap)" "BackoffLadder" @("src/ZB.MOM.WW.OtOpcUa.Core.AlarmHistorian/SqliteStoreAndForwardSink.cs")
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Assert-TextFound "Default 1M row capacity + 30-day dead-letter retention (plan decision #21)" "DefaultDeadLetterRetention" @("src/ZB.MOM.WW.OtOpcUa.Core.AlarmHistorian/SqliteStoreAndForwardSink.cs")
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Assert-TextFound "Per-event outcomes (Ack/RetryPlease/PermanentFail)" "HistorianWriteOutcome" @("src/ZB.MOM.WW.OtOpcUa.Core.AlarmHistorian/IAlarmHistorianSink.cs")
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Assert-TextFound "Galaxy.Host IPC contract HistorianAlarmEventRequest" "class HistorianAlarmEventRequest" @("src/ZB.MOM.WW.OtOpcUa.Driver.Galaxy.Shared/Contracts/HistorianAlarms.cs")
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Assert-TextFound "Historian connectivity status notification" "HistorianConnectivityStatusNotification" @("src/ZB.MOM.WW.OtOpcUa.Driver.Galaxy.Shared/Contracts/HistorianAlarms.cs")
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Write-Host ""
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Write-Host "Stream E - Config DB schema"
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Assert-FileExists "Script entity" "src/ZB.MOM.WW.OtOpcUa.Configuration/Entities/Script.cs"
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Assert-FileExists "VirtualTag entity" "src/ZB.MOM.WW.OtOpcUa.Configuration/Entities/VirtualTag.cs"
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Assert-FileExists "ScriptedAlarm entity" "src/ZB.MOM.WW.OtOpcUa.Configuration/Entities/ScriptedAlarm.cs"
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Assert-FileExists "ScriptedAlarmState entity (logical-id keyed per plan decision #14)" "src/ZB.MOM.WW.OtOpcUa.Configuration/Entities/ScriptedAlarmState.cs"
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Assert-TextFound "VirtualTag trigger check constraint (change OR timer)" "CK_VirtualTag_Trigger_AtLeastOne" @("src/ZB.MOM.WW.OtOpcUa.Configuration/OtOpcUaConfigDbContext.cs")
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Assert-TextFound "ScriptedAlarm severity range check" "CK_ScriptedAlarm_Severity_Range" @("src/ZB.MOM.WW.OtOpcUa.Configuration/OtOpcUaConfigDbContext.cs")
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Assert-TextFound "ScriptedAlarm type enum check" "CK_ScriptedAlarm_AlarmType" @("src/ZB.MOM.WW.OtOpcUa.Configuration/OtOpcUaConfigDbContext.cs")
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Assert-TextFound "ScriptedAlarmState.CommentsJson is ISJSON (GxP audit)" "CK_ScriptedAlarmState_CommentsJson_IsJson" @("src/ZB.MOM.WW.OtOpcUa.Configuration/OtOpcUaConfigDbContext.cs")
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Assert-FileExists "Phase 7 migration present" "src/ZB.MOM.WW.OtOpcUa.Configuration/Migrations/20260420231641_AddPhase7ScriptingTables.cs"
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Write-Host ""
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Write-Host "Stream F - Admin UI (services + Monaco editor + test harness + historian diagnostics)"
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Assert-FileExists "ScriptService" "src/ZB.MOM.WW.OtOpcUa.Admin/Services/ScriptService.cs"
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Assert-FileExists "VirtualTagService" "src/ZB.MOM.WW.OtOpcUa.Admin/Services/VirtualTagService.cs"
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Assert-FileExists "ScriptedAlarmService" "src/ZB.MOM.WW.OtOpcUa.Admin/Services/ScriptedAlarmService.cs"
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Assert-FileExists "ScriptTestHarnessService" "src/ZB.MOM.WW.OtOpcUa.Admin/Services/ScriptTestHarnessService.cs"
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Assert-FileExists "HistorianDiagnosticsService" "src/ZB.MOM.WW.OtOpcUa.Admin/Services/HistorianDiagnosticsService.cs"
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Assert-FileExists "ScriptEditor Razor component" "src/ZB.MOM.WW.OtOpcUa.Admin/Components/Pages/Clusters/ScriptEditor.razor"
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Assert-FileExists "ScriptsTab Razor component" "src/ZB.MOM.WW.OtOpcUa.Admin/Components/Pages/Clusters/ScriptsTab.razor"
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Assert-FileExists "AlarmsHistorian diagnostics page" "src/ZB.MOM.WW.OtOpcUa.Admin/Components/Pages/AlarmsHistorian.razor"
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Assert-FileExists "Monaco loader (CDN progressive enhancement)" "src/ZB.MOM.WW.OtOpcUa.Admin/wwwroot/js/monaco-loader.js"
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Assert-TextFound "Scripts tab wired into DraftEditor" "ScriptsTab " @("src/ZB.MOM.WW.OtOpcUa.Admin/Components/Pages/Clusters/DraftEditor.razor")
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Assert-TextFound "Harness enforces declared-inputs-only contract (plan decision #22)" "UnknownInputs" @("src/ZB.MOM.WW.OtOpcUa.Admin/Services/ScriptTestHarnessService.cs")
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Write-Host ""
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Write-Host "Stream G - Address-space integration"
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Assert-TextFound "NodeSourceKind discriminator in DriverAttributeInfo" "enum NodeSourceKind" @("src/ZB.MOM.WW.OtOpcUa.Core.Abstractions/DriverAttributeInfo.cs")
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Assert-TextFound "Walker emits VirtualTag variables with Source=Virtual" "AddVirtualTagVariable" @("src/ZB.MOM.WW.OtOpcUa.Core/OpcUa/EquipmentNodeWalker.cs")
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Assert-TextFound "Walker emits ScriptedAlarm variables with Source=ScriptedAlarm + IsAlarm" "AddScriptedAlarmVariable" @("src/ZB.MOM.WW.OtOpcUa.Core/OpcUa/EquipmentNodeWalker.cs")
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Assert-TextFound "EquipmentNamespaceContent carries VirtualTags + ScriptedAlarms" "VirtualTags" @("src/ZB.MOM.WW.OtOpcUa.Core/OpcUa/EquipmentNodeWalker.cs")
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Assert-TextFound "DriverNodeManager selects IReadable by source kind" "SelectReadable" @("src/ZB.MOM.WW.OtOpcUa.Server/OpcUa/DriverNodeManager.cs")
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Assert-TextFound "Virtual/ScriptedAlarm writes rejected (plan decision #6)" "IsWriteAllowedBySource" @("src/ZB.MOM.WW.OtOpcUa.Server/OpcUa/DriverNodeManager.cs")
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Write-Host ""
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Write-Host "Deferred surfaces"
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Assert-Deferred "SealedBootstrap composition root wiring (VirtualTagEngine + ScriptedAlarmEngine + SqliteStoreAndForwardSink)" "task #239"
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Assert-Deferred "Live OPC UA end-to-end test (virtual-tag Read + scripted-alarm Ack via method node)" "task #240"
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Assert-Deferred "sp_ComputeGenerationDiff extension for Script/VirtualTag/ScriptedAlarm sections" "task #241"
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Write-Host ""
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Write-Host "Cross-cutting"
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Write-Host " Running full solution test suite..." -ForegroundColor DarkGray
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$prevPref = $ErrorActionPreference
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$ErrorActionPreference = 'Continue'
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$testOutput = & dotnet test (Join-Path $repoRoot 'ZB.MOM.WW.OtOpcUa.slnx') --nologo 2>&1
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$ErrorActionPreference = $prevPref
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$passLine = $testOutput | Select-String 'Passed:\s+(\d+)' -AllMatches
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$failLine = $testOutput | Select-String 'Failed:\s+(\d+)' -AllMatches
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$passCount = 0; foreach ($m in $passLine.Matches) { $passCount += [int]$m.Groups[1].Value }
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$failCount = 0; foreach ($m in $failLine.Matches) { $failCount += [int]$m.Groups[1].Value }
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# Phase 6.4 exit-gate baseline was 1137; Phase 7 adds ~197 across 7 streams.
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$baseline = 1300
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if ($passCount -ge $baseline) { Assert-Pass "No test-count regression ($passCount >= $baseline pre-Phase-7-exit baseline)" }
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else { Assert-Fail "Test-count regression" "passed $passCount < baseline $baseline" }
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if ($failCount -le 1) { Assert-Pass "No new failing tests (pre-existing CLI flake tolerated)" }
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else { Assert-Fail "New failing tests" "$failCount failures > 1 tolerated" }
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Write-Host ""
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if ($script:failures -eq 0) {
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Write-Host "Phase 7 compliance: PASS" -ForegroundColor Green
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exit 0
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}
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Write-Host "Phase 7 compliance: $script:failures FAIL(s)" -ForegroundColor Red
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exit 1
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