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Joseph Doherty 8c6067b62e docs: move subsystem gotchas out of CLAUDE.md into path-scoped .claude/rules
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# CLAUDE.md
This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
## Project Goal
Build an OPC UA server (.NET 10) that exposes industrial data sources —
including AVEVA System Platform (Wonderware) Galaxy — under a unified
Equipment-based address space. Galaxy access flows through the in-process
`GalaxyDriver` (`src/Drivers/ZB.MOM.WW.OtOpcUa.Driver.Galaxy/`) talking gRPC
to a separately installed **mxaccessgw** gateway process. The gateway owns the
MXAccess COM bitness constraint (its worker is x86 net48); everything in this
repo is .NET 10. PR 7.2 retired the legacy in-process `Galaxy.Host` /
`Galaxy.Proxy` / `Galaxy.Shared` projects + the `OtOpcUaGalaxyHost` Windows
service.
See `docs/v2/Galaxy.Performance.md` for the runtime perf surface
(tracing, metrics, soak harness).
## Related Projects (scadaproj umbrella)
This repo is one of a family of related SCADA / OT / Wonderware / OPC UA
**sister projects** that live as sibling directories under `~/Desktop/`. They are
**separate repos and separate processes**, coupled at runtime over wire protocols
(gRPC + OPC UA) — not by project/compile references — and share the
`ZB.MOM.WW.*` product namespace. The common subject is AVEVA System Platform
(Wonderware) "Galaxy" data, and `mxaccessgw` is the linchpin the others connect
through.
- **`~/Desktop/scadaproj`** ([`../scadaproj/CLAUDE.md`](../scadaproj/CLAUDE.md)) —
the umbrella/index workspace that aggregates the whole family (a high-level scan
of each sister project: purpose, location, stack, primary commands). It also hosts
the shared `ZB.MOM.WW.*` libraries — `ZB.MOM.WW.Auth`, `ZB.MOM.WW.Theme`,
`ZB.MOM.WW.Health`, `ZB.MOM.WW.Telemetry`, `ZB.MOM.WW.Configuration`, and
`ZB.MOM.WW.GalaxyRepository`. **This repo is indexed there** — see the OtOpcUa
entry in `../scadaproj/CLAUDE.md`.
- **`~/Desktop/MxAccessGateway`** (`mxaccessgw`,
[`../MxAccessGateway/CLAUDE.md`](../MxAccessGateway/CLAUDE.md)) — the gRPC gateway
that owns the MXAccess 32-bit COM bitness + STA pump (gateway x64 .NET 10 + per-session
x86 net48 worker). **OtOpcUa's `GalaxyDriver` depends on this** for live Galaxy
read/write/subscribe and Galaxy Repository browse.
- **`~/Desktop/HistorianGateway`**
([`../HistorianGateway/CLAUDE.md`](../HistorianGateway/CLAUDE.md)) — single-process
gRPC sidecar exposing the AVEVA Historian read/write API + read-only Galaxy browse
(via the shared `ZB.MOM.WW.GalaxyRepository` lib). Patterned on `mxaccessgw` but with
no COM / no x86 worker. **OtOpcUa's default historian backend** (`Driver.Historian.Gateway`)
consumes it; `ServerHistorian:Backend=SqlServer` selects a plain SQL Server historian instead (see Historian section).
- **`~/Desktop/ScadaBridge`**
([`../ScadaBridge/CLAUDE.md`](../ScadaBridge/CLAUDE.md)) — the distributed SCADA
platform (Akka.NET hub-and-spoke) whose Data Connection Layer consumes this server's
OPC UA address space.
**Propagate cross-repo changes to the umbrella index.** When a fact the index records
about OtOpcUa changes here — remote/push status, the driver set, the Galaxy data flow,
shared-lib consumption, or per-project commands — update the **OtOpcUa entry in
`../scadaproj/CLAUDE.md`** in the same change so the index never drifts from this repo.
**Since 2026-09-03 that entry is a short summary row.** The detailed OtOpcUa narrative —
change history, live-gate records, redundancy/auth/ACL behaviour, and the per-issue
consumer-impact record for ScadaBridge — lives in
`../scadaproj/.claude/skills/sister-project-history/otopcua.md` (the `sister-project-history`
skill). Append detail **there**; keep the index row to a few lines and only touch it when
the summary itself (purpose, wire contract, driver set, auth posture, commands) changes.
**The index edit belongs on `scadaproj`'s `main`, and must be pushed.** `scadaproj` is a
separate repo with its own checkout, so committing there inherits whatever branch it
happens to be on — which is usually *not* `main` and is often an unrelated feature branch
with no upstream. That silently drifts the index for as long as that branch stays
unmerged, which is the exact failure the rule above exists to prevent. Do this explicitly:
```bash
cd ~/Desktop/scadaproj
git rev-parse --abbrev-ref HEAD # note it, to restore afterwards
git stash list # never commit onto a dirty unrelated branch
git checkout main && git pull
# …edit the OtOpcUa row in CLAUDE.md and/or .claude/skills/sister-project-history/otopcua.md…
git commit -am "docs(index): <what changed about OtOpcUa>"
git push origin main
git checkout - # restore the original branch
```
Observed 2026-07-27: the `Sql` poll driver's index entry had sat unpushed on an unrelated
feature branch since 2026-07-24 because it was committed onto the current checkout, so the
index disagreed with reality for three days despite this rule. If you find index commits
stranded on a feature branch, cherry-pick them onto `main` rather than merging that branch.
> ⛔ **Wonder box remote access (2026-09-11): no `psbridge`, no `winrm`.** Both skills are retired/disabled —
> the WinRM remote-exec channel set off the security software on the wonder boxes (vd03/vq03/vq04). Do not
> run remote commands (service control, publish/swap, PowerShell) on those boxes and do not stand up a
> replacement channel until the user clears one. Still allowed: UNC/SMB file copies and logging directly
> into the SQL Servers. Deploy steps that need a command on the box are blocked; see the umbrella
> [`../scadaproj/CLAUDE.md`](../scadaproj/CLAUDE.md) for the current hold.
## Subsystem guides (lazy-loaded — read before touching the area)
Detailed gotchas live in path-scoped files under `.claude/rules/`, which load automatically when you work on
matching files. **If you are changing behaviour in one of these areas and the file has not loaded, read it first.**
- `.claude/rules/drivers.md` — Galaxy change detection / `IRediscoverable`, the comms-loss watchdog and quality
contract, AB native transport, and per-driver notes (S7, MQTT, FOCAS, TwinCAT, AbLegacy, OpcUaClient, MTConnect, removal).
- `.claude/rules/cluster-topology.md` — Redundancy, `EffectiveRoles`, per-cluster meshes, `MeshTransport`,
`ConfigSource`/`ConfigServe`, telemetry transport, LocalDb pair store, DB-less driver nodes (Phase 4).
- `.claude/rules/data-plane-auth.md` — API keys on the OPC UA data plane, `Security:Acl` enforcement, anonymous
principal, equipment-node write checks, ACL scope picker; LDAP is AdminUI-only.
- `.claude/rules/alarms.md` — scripted alarm ack/shelve, Part 9 condition methods, condition severity / children.
- `.claude/rules/historian.md` — HistoryRead/HistoryUpdate across the Gateway/SqlServer/QuestDb backends, alarm
history, continuous historization (#491/#537/#538/#672), provisioning, gateway prerequisites, live gate recipe.
**Never commit secrets.** API keys, PSKs and historian keys come from env vars or `${secret:}` (e.g.
`ServerHistorian__ApiKey`); the docker-dev rig's literal dev keys are the only committed exception.
## Architecture Overview
### Data Flow
1. **Galaxy Repository DB (ZB)** — SQL Server database holding the
deployed object hierarchy and attribute definitions. The
mxaccessgw's `GalaxyRepositoryClient` queries it via gRPC; the
driver consumes the materialised hierarchy through
`IGalaxyHierarchySource`.
2. **MXAccess (via mxaccessgw)** — Live read/write/subscribe over a
gRPC session. The gateway owns the COM apartment + STA pump
server-side; the driver speaks `MxCommand` / `MxEvent` protos
exclusively.
3. **OPC UA Server** — Exposes the deployed tree under **two OPC UA namespaces**
(see below). Galaxy tags are bound by `TagConfig.FullName`
(`tag_name.AttributeName`); reads/writes/subscriptions are translated to that
reference for MXAccess.
### v3 OPC UA Address Space (Batch 4): dual namespace
The server exposes **two OPC UA namespaces** (replacing the single
`https://zb.com/otopcua/ns`), built by `AddressSpaceComposer` /
`AddressSpaceApplier` and served by `OtOpcUaNodeManager` (which registers both
URIs; `V3NodeIds` + `AddressSpaceRealm` are the identity authority):
| Namespace URI | Realm | Subtree | NodeId `s=` scheme |
|---|---|---|---|
| `https://zb.com/otopcua/raw` | `AddressSpaceRealm.Raw` | the `/raw` device tree (Folder → Driver → Device → TagGroup → Tag) | the node's **RawPath** (e.g. `Plant/Modbus/dev1/Speed`) |
| `https://zb.com/otopcua/uns` | `AddressSpaceRealm.Uns` | the UNS tree (Area → Line → Equipment → signal) | slash-joined **`Area/Line/Equipment/EffectiveName`** |
- **Single source, fanned to both.** Every device value has exactly one source —
the raw tag's node. A `UnsTagReference` projects that raw tag into an equipment
as a UNS-namespace variable that carries an **`Organizes` reference to its raw
node** and mirrors it. One driver publish for a RawPath fans (in `DriverHostActor`)
to the raw NodeId AND every referencing UNS NodeId with identical
value/quality/timestamp — the mux key stays single (RawPath).
- **Writes via either NodeId** route to the same driver ref under the same
`WriteOperate` gating (the node-manager write gate is realm-qualified and fails
closed); a failed device write reverts both NodeIds via the shared fan-out
(write-outcome self-correction).
- **Native alarms** materialize once at the raw tag (`ConditionId = RawPath`) and
fan via SDK notifiers to the raw device folder AND every referencing equipment
folder — one `ReportEvent`, one Server-object copy; ack/confirm/shelve route on
`ConditionId = RawPath`.
- **Historian dual-registration.** Both NodeIds register the **same** historian
tagname; the mux `HistorizedTagRef` stays single (RawPath). HistoryRead works
through either NodeId.
The retired `EquipmentNodeIds` (`{equipmentId}/{folderPath}/{name}`) scheme and
the single-namespace `EquipmentTags` materialization path are gone. See
`docs/plans/2026-07-15-raw-uns-two-subtree-v3-design.md` +
`docs/plans/2026-07-15-v3-batch4-address-space-plan.md`, and `docs/Uns.md`.
**How a deploy reaches that address space (surgical-deploys, 2026-08-15).** The old
blanket rule — ANY non-empty `ChangedRawTags` / `ChangedUnsReferenceVariables` routes to
`Rebuild` — is gone, because it made a routine edit a fleet-wide outage:
`RawTagPlan.ReferencingEquipmentPaths` is part of the record's equality, so adding or
dropping **one** `UnsTagReference` flipped its backing raw tag to Changed and tore down
every node on the server, killing every client subscription. `AddressSpaceChangeClassifier`
is still default-closed; what changed is which deltas it whitelists.
- **Still a full rebuild:** an **alarm-bearing** raw-tag delta (`Alarm != null` on either
side — the WP4 guard: only a rebuild clears and re-wires native-alarm notifiers), an
**identity** change on a *paired* raw-tag delta (`TagId`/`DriverInstanceId`/`ParentNodeId`/`Realm`
— pairing is by RawPath, so this guard catches a tag deleted and re-created under the same path;
a plain **rename never pairs** and is served surgically as remove-one-node + add-one-node with any
referencing UNS mirror re-pointed, live-gated 2026-08-15),
a raw **container** (Folder/Driver/Device/TagGroup) rename or removal, `ChangedEquipment` /
`ChangedAlarms`, a non-surgical equipment-tag delta, and anything else the
`with`-equality whitelist does not name (including any FUTURE field).
- **Now surgical:** a **non-alarm** raw-tag delta over the in-place-updatable attributes
(`Writable` / `IsHistorized` / `HistorianTagname` / `DataType` / `IsArray` / `ArrayLength`)
and/or `ReferencingEquipmentPaths` — applied via `ISurgicalAddressSpaceSink.UpdateTagAttributes`
in the **Raw** realm — and **every** `UnsReferenceDelta` (add / remove / re-point /
backing-edit).
- ⚠️ **UNS mirrors repair through the RECORD, not the classifier.** A raw-side historian or
shape edit would otherwise leave every referencing UNS mirror on the old tagname/shape
(`EnsureVariable` early-returns on an existing node). `UnsReferenceVariable` therefore
carries the backing tag's `Backing{IsHistorized,HistorianTagname,IsArray,ArrayLength}`, so the
same edit makes the reference record unequal and the planner emits a **coincident**
`UnsReferenceDelta`. Adding a newly-inherited field needs no classifier change — **omitting
one silently reopens the staleness.** Repair is **in place** (`UpdateTagAttributes`, Uns
realm) when the mirror's identity is unchanged, so its MonitoredItems survive; only an
identity change (re-point, effective-name edit) is remove+recreate — and only for that
one node.
- **A non-rebuild apply materialises the DELTA, not the composition.** `MaterialiseHierarchy`
still runs full (parents must exist); the other passes take the plan's added/changed subsets.
Adding one tag to a 50k-node server was ~50k sink calls on the pinned publish thread.
- ⚠️ **A degraded non-rebuild apply does NOT advance `_lastApplied`.** The full passes used to
re-ensure every node on every apply, accidentally self-healing any swallowed sink fault; the
delta path removed that. Holding the composition back is the replacement — the next deploy
re-diffs the same composition and re-ensures what failed, at the cost of re-emitting that
apply's removes (a re-remove returns false and ratchets to a rebuild, which is the correct,
bounded resync). A **rebuild** still advances even with failures.
- **…and the deploy ack now SAYS so (#601).** The Applied ack waits for `OpcUaPublishActor`'s
`RebuildCompleted` (timeout = shared `DeployTimings.ApplyDeadline` − 15 s = 105 s ⇒ degraded "outcome not reported in time", never clean) and carries an additive `Degraded`/`DegradedReason`
on both ack transports; central seals but records `NodeDeploymentState.FailureReason = "Applied degraded: …"`
(`/fleet` "Applied (degraded)"), and a re-dispatch of a degraded revision re-applies instead of short-circuiting.
See `docs/Redundancy.md` §"What an `Applied` ack means".
- **Any surgical `false`/throw still ratchets to `SafeRebuild()`** — that one-way fallback is
what makes every whitelist above safe.
- **Announcements:** `AnnounceAddedNodes` announces surgically-added **Raw** containers/tags
(`ComputeRawAddAnnouncements`, #599 — the former "raw adds are undiscoverable until a re-browse" gap is
closed) as well as added UNS reference variables.
- **Array writability rides the same whitelist:** `ArrayWritable` joins the surgical raw-tag attributes and
`UnsReferenceVariable` carries `BackingArrayWritable` (see "Equipment-node writes" under Authentication). Removing
an equipment that has references removes the references before the equipment subtree, and
`RemoveEquipmentSubtree` severs the inverse `Organizes` edges.
See `docs/plans/2026-08-15-surgical-deploys.md`, `docs/Uns.md` and `docs/Raw.md`.
### Key Concept: Tag Name and FullName
Galaxy objects have a **tag_name** — a globally unique system name used for
MXAccess read/write — and attributes are referenced as `tag_name.AttributeName`
(e.g. `DelmiaReceiver_001.DownloadPath`). This dot-separated reference is what
`TagConfig.FullName` stores for a Galaxy equipment tag. The Galaxy address
picker browses the live hierarchy using contained names for navigation, then
resolves the selection to the `tag_name.AttributeName` form.
**Galaxy is a standard Equipment-kind driver.** Galaxy points are ordinary
equipment `Tag`s bound to `GalaxyMxGateway` via `TagConfig.FullName`
(`tag_name.AttributeName`), authored through the standard Tag modal + Galaxy
address picker on the equipment page's Tags tab — the same flow as Modbus or
S7. There is no alias machinery, no `SystemPlatform` namespace kind, and no
relay→alias converter. See
`docs/plans/2026-06-12-galaxy-standard-driver-design.md` for the full design.
## mxaccessgw
The gateway lives in a sibling repo at `~/Desktop/MxAccessGateway/` (`mxaccessgw` — see [Related Projects](#related-projects-scadaproj-umbrella)). See `docs/v2/Galaxy.ParityRig.md` for the gw setup recipe (build, API key provisioning via `apikey create-key`, env-var overrides for HTTP/2 cleartext + worker path). The gw's MXAccess Toolkit reference (its `gateway.md`) is the canonical MxAccess API doc; the standalone `mxaccess_documentation.md` previously kept in this repo retired in PR 7.3.
## Build Commands
`Category=SlowUnit` (#606) tags the 16 wall-clock-bound Driver.Mqtt unit tests (blackhole connect-timeout /
reconnect-backoff windows, ~1 min of the project's 73 s). CI runs them (its filter excludes only E2E +
LiveIntegration); for a fast local loop add `--filter "Category!=SlowUnit"`.
CVE-2025-6965 / GHSA-2m69-gcr7-jv3q (transitive native `SQLitePCLRaw.lib.e_sqlite3`)
is **resolved** — the temporary `NuGetAuditSuppress` was removed once the patched bundle
shipped. `Core.AlarmHistorian` now carries a surgical direct pin of
`SQLitePCLRaw.bundle_e_sqlite3` to `2.1.12` (the first fixed native bundle, embedding the
SQLite 3.50.2+ patch), overriding the `2.1.11` that `Microsoft.Data.Sqlite` pulls
transitively. `dotnet restore`/`build` is clean with the audit active.
Test projects live under `tests/<module>/` (Core, Server, Drivers,
Drivers/Cli, Client, Tooling) — there is no single unit-test project.
Unit suites are named `*.Tests`; integration suites are `*.IntegrationTests`
and need their Docker fixture up (see Docker Workflow). DB-backed tests in
`*.Configuration.Tests`, `*.Admin.Tests`, and `*.Server.Tests` require the
central SQL Server.
## Docker Workflow (driver fixtures + central SQL Server)
> **Infra index:** [`infra/README.md`](infra/README.md) is the canonical index of all testing +
> deployment infrastructure — the Docker host layout, driver fixtures, the env-gated **live-gate**
> recipes (S7 blackhole, HistorianGateway LiveIntegration), the integration-test
> harness, the docker-dev rig, and the deploy setup. Start there; the sections below + `docs/v2/dev-environment.md` carry the detail.
> **Migrated 2026-04-28**: Docker config + host moved off this dev VM (DESKTOP-6JL3KKO) onto the shared Linux Docker host (`DOCKER`, 10.100.0.35) so the dev VM could shed WSL2/Hyper-V and have its GPU re-attached via ESXi passthrough. Docker Desktop is no longer installed here. All checked-in `appsettings.json` defaults, fixture-class default endpoints, and `e2e-config.sample.json` were rewritten to target `10.100.0.35`. See `docs/v2/dev-environment.md` for the full rewrite (header dated 2026-04-28).
> ⚠️ **The `project: lmxopcua` label is aspirational, not universal.** This note used to claim every fixture compose file carries it. As of 2026-07-24 only the **MQTT** fixture actually does — `grep -rn "labels:" tests --include=*.yml` matches `Driver.Mqtt.IntegrationTests/Docker/docker-compose.yml` and nothing else. So `docker ps --filter label=project=lmxopcua` returns the MQTT fixture alone, not the fleet. Add the label when you touch an older fixture; until then enumerate by container name.
Docker workloads run on a shared Linux host at **`10.100.0.35`** — not on this VM. Stacks live at `/opt/otopcua-<driver>/` on the host and carry the `project=lmxopcua` label so they're discoverable via `docker ps --filter label=project=lmxopcua`.
**`docker -H ssh://...` does NOT work from the Windows VM.** Windows OpenSSH ↔ docker.exe stdio bridging hangs (`docker system dial-stdio` runs server-side but no API data flows). Use the helper below — it SSHes into the docker host and runs `docker compose` server-side.
> **On macOS there is no `lmxopcua-fix` — drive the host over SSH directly.** The helper is a Windows-VM
> script; `~/bin` is empty on the Mac and the commands below will not resolve. Use passwordless SSH
> (and `rsync` in place of `sync`), which is what `infra/README.md` §1 documents as the Mac path:
>
> ```bash
> ssh dohertj2@10.100.0.35 'docker ps --format "{{.Names}}\t{{.Status}}"'
> ssh dohertj2@10.100.0.35 'cd /opt/otopcua-mqtt && docker compose up -d'
> rsync -av tests/Drivers/ZB.MOM.WW.OtOpcUa.Driver.Mqtt.IntegrationTests/Docker/ \
> dohertj2@10.100.0.35:/opt/otopcua-mqtt/ # the `sync` step, by hand
> ```
>
> A local container runtime *does* exist on the Mac (OrbStack), so the `docker-dev/` rig itself runs
> locally there — it is only the shared **fixtures** that live on `10.100.0.35`.
**Use `lmxopcua-fix.ps1` (in `~/bin`) to control fixtures from the Windows VM:**
```powershell
lmxopcua-fix ls # list all lmxopcua-tagged containers on the host
lmxopcua-fix up modbus standard # bring a profile up
lmxopcua-fix up abcip controllogix
lmxopcua-fix up s7 s7_1500
lmxopcua-fix up opcuaclient # single-service stack, no profile arg
lmxopcua-fix down modbus # tear stack down
lmxopcua-fix logs modbus
lmxopcua-fix sync modbus # rsync this repo's tests/.../Docker/ → /opt/otopcua-modbus/
```
**`sync` is the deployment step.** When you edit a fixture's compose file or Dockerfile under `tests/.../Docker/`, run `lmxopcua-fix sync <driver>` to push the changes to the docker host before bringing the stack up. The repo files are the source of truth; `/opt/otopcua-<driver>/` is a mirrored deployment.
**Endpoints (defaults already point at the docker host):**
- SQL Server (always-on): `10.100.0.35,14330` — used by `appsettings.json` for `ConfigDb`.
- Modbus: `10.100.0.35:5020` (`MODBUS_SIM_ENDPOINT`)
- AB CIP: `10.100.0.35:44818` (`AB_SERVER_ENDPOINT`)
- S7: `10.100.0.35:1102` (`S7_SIM_ENDPOINT`)
- OPC UA reference (opc-plc): `opc.tcp://10.100.0.35:50000` (`OPCUA_SIM_ENDPOINT`)
- MQTT (Mosquitto, **auth on both listeners — no anonymous fallback**): `10.100.0.35:8883` TLS+auth
(`MQTT_FIXTURE_ENDPOINT`) · `10.100.0.35:1883` plaintext-but-authenticated (`MQTT_FIXTURE_PLAIN_ENDPOINT`).
Also needs `MQTT_FIXTURE_USERNAME` / `MQTT_FIXTURE_PASSWORD`, and `MQTT_FIXTURE_CA_CERT` to pin the
fixture CA (`scp dohertj2@10.100.0.35:/opt/otopcua-mqtt/secrets/ca.crt`). A co-running publisher loops
JSON under `otopcua/fixture/…`.
- MQTT **Sparkplug B**: the same broker, plus the `sparkplug` compose profile's `otopcua-sparkplug-sim`
(project-owned C# edge-node simulator) — group **`OtOpcUaSim`**, edge nodes **`EdgeA`**/**`EdgeB`**,
`EdgeA` device **`Filler1`**, ~2 s cadence. It subscribes to `spBv1.0/OtOpcUaSim/NCMD/{node}` and
re-births on request. **Births are never retained**, so `docker restart otopcua-sparkplug-sim` is how
you force a fresh one while a browse window is open.
Override any endpoint via the env var to point at a real PLC. The local OtOpcUa server runs on this VM at `opc.tcp://localhost:4840` — **that's not on the docker host**.
**Local docker-dev rig — login is DISABLED, so do live `/run` verification yourself (don't wait for the user to sign in).** The local `docker-dev/docker-compose.yml` stack (AdminUI at `http://localhost:9200` via Traefik; OPC UA `opc.tcp://localhost:4840` central-1 / `:4841` central-2) runs the AdminUI with `Security__Auth__DisableLogin: "true"` — **no sign-in form; it's auto-authenticated as a full-access admin.** So AdminUI / Razor `/run` verification (deploy a config, drive a page, confirm behavior — e.g. via the Chrome browser-automation tools against `http://localhost:9200`) does **not** require the user to log in. Run it yourself; do not defer it as "user-driven sign-in required." (Caveat: OPC UA *data-plane* auth is still real LDAP against the shared GLAuth on `10.100.0.35:3893` — that only gates Client.CLI read/write **role** operations, e.g. binding a `multi-role` / `opc-writeop` user, and is independent of the AdminUI login. Things genuinely outside the local rig — real PLCs, or the AVEVA Historian reached via the `ZB.MOM.WW.HistorianGateway` sidecar — still need the user.)
See `docs/v2/dev-environment.md` for the full inventory and rationale.
## Build & Runtime Constraints
- Language: C#, .NET 10, AnyCPU. The MXAccess COM bitness constraint
is owned by the mxaccessgw worker (x86 net48), not by anything in
this repo.
- The gateway's MXAccess worker requires a deployed ArchestrA Platform
on the machine running the gateway. The OtOpcUa server itself does
not.
## Transport Security
The server supports configurable OPC UA transport security via the `OpcUa:EnabledSecurityProfiles` list in `appsettings.json`. Phase 1 profiles (the `OpcUaSecurityProfile` enum members): `None` (default), `Basic256Sha256Sign`, `Basic256Sha256SignAndEncrypt`. Security policies are built from the enabled profiles by `BuildSecurityPolicies` at startup. The server certificate is always created even for `None`-only deployments because `UserName` token encryption depends on it. See `docs/security.md` for the full guide.
## Library Preferences
- **Service hosting (Server, Admin)**: .NET generic host with `AddWindowsService` (decision #30 — replaced TopShelf in v2; see `src/Server/ZB.MOM.WW.OtOpcUa.Host/OpcUa/OtOpcUaServerHostedService.cs`)
## OPC UA .NET Standard Documentation
Use the DeepWiki MCP (`mcp__deepwiki`) to query documentation for the OPC UA .NET Standard stack: `https://deepwiki.com/OPCFoundation/UA-.NETStandard`. Tools: `read_wiki_structure`, `read_wiki_contents`, and `ask_question` with repo `OPCFoundation/UA-.NETStandard`.
## Testing
Use the Client CLI at `src/Client/ZB.MOM.WW.OtOpcUa.Client.CLI/` for manual testing against the running OPC UA server. Supports connect, read, write, browse, subscribe, historyread, alarms, and redundancy commands. See `docs/Client.CLI.md` for full documentation.
**AdminUI interactive pages must wrap their body in `<PageErrorBoundary>`** — `MainLayout` is static, so it cannot catch an interactive page's render failure.
Address pickers in AdminUI support live browse for OpcUaClient and Galaxy drivers — see `docs/plans/2026-05-28-driver-browsers-design.md`.
The AdminUI's global **UNS** page (`/uns`) is the single surface for managing the unified namespace fleet-wide (Area → Line → Equipment → Tag/VirtualTag), replacing the old per-cluster UNS/Equipment/Tags tabs. See `docs/Uns.md`.
**v3 (Batch 2): device I/O is authored in the `/raw` project tree** (`GlobalRaw.razor` → `RawTree.razor`, `IRawTreeService`) — a cluster-rooted `Folder → Driver → Device → TagGroup → Tag` hierarchy with per-node context menus (the reusable `ContextMenu`), lazy loading, driver/device config modals (endpoint moved to `Device.DeviceConfig`; Test-connect probes the `DriverDeviceConfigMerger`-merged config), manual-entry + CSV import/export (RFC-4180, staged review grid, all-or-nothing), and browse-commit of discovered leaves into raw tags. The routed `/clusters/{id}/drivers` flow (`DriverTypePicker`, `DriverEditRouter`, the 8 `*DriverPage` shells, the Drivers list) is **retired** — its form bodies live on inside the `/raw` modals. The `DriverType` dispatch maps are keyed off the `DriverTypeNames` constants (fixing the `TwinCat`/`Focas` drift). A `Calculation` pseudo-driver (`DriverTypeNames.Calculation`, `IDependencyConsumer`, deploy-time `scriptId`-existence + Tarjan cycle gates) computes signal-level tags from other tags' RawPaths. See `docs/Raw.md`.
**v3 (Batch 3): UNS Equipment is reference-only.** The equipment **Tags** tab no longer authors or binds tags — it holds `UnsTagReference` rows pointing at raw tags authored in `/raw`. "+ Add reference" opens the `RawTree` in picker mode, **cluster-scoped** (structurally + server-enforced `tag.cluster == equipment.cluster`); rows show effective name / RawPath / inherited DataType+AccessLevel / display-name override. **Effective-name uniqueness** (references + VirtualTags + ScriptedAlarms share the `{EquipmentId}/{EffectiveName}` NodeId space) is enforced at authoring (`IEffectiveNameGuard`) and at the deploy gate (`DraftValidator.UnsEffectiveNameCollision` — catches rename-induced collisions). Scripts use **`ctx.GetTag("{{equip}}/<RefName>")`** — resolved per-equipment through `UnsTagReference` effective names to the backing RawPath at both compose seams (`AddressSpaceComposer` + `DeploymentArtifact`, via the shared `EquipmentReferenceMap`, byte-parity); an unresolved `<RefName>` is a deploy error (`EquipReferenceUnresolved`) AND a live Monaco diagnostic (`OTSCRIPT_EQUIPREF`) — editor accepts ⇔ publish accepts. `EquipmentScriptPaths.DeriveEquipmentBase` is deleted (the dot-joint `{{equip}}.X` became the slash-joint `{{equip}}/<RefName>`). Raw rename warns when a beneath-it tag is historized-without-override / UNS-referenced / named by a script literal (`RawTreeService` substring scan). `ImportEquipmentModal` dropped the `DriverInstanceId` column. See `docs/Uns.md` + `docs/ScriptEditor.md`.
**v3 (Batch 4 = v3.0): dual-namespace address space.** The OPC UA server exposes **two namespaces** — `https://zb.com/otopcua/raw` (Raw device tree, `s=<RawPath>`) + `https://zb.com/otopcua/uns` (UNS tree, `s=<Area>/<Line>/<Equipment>/<EffectiveName>`) — replacing the single `.../ns` and the retired `EquipmentNodeIds` scheme. Every value has ONE source (the raw node's publish); a driver publish for a RawPath fans in `DriverHostActor` to the raw NodeId AND every referencing UNS NodeId with identical value/quality/timestamp, and each UNS variable `Organizes`-references its raw node. Writes route via **either** NodeId to the same driver ref under the same realm-qualified `WriteOperate` gate (failed-write revert works through both); native alarms materialize ONCE at the raw tag (`ConditionId = RawPath`) and fan via SDK `AddNotifier` to the raw device folder + every referencing equipment folder (one `ReportEvent`, one Server-object copy); both NodeIds register the SAME historian tagname (mux `HistorizedTagRef` stays single, keyed by RawPath). Identity authority: `V3NodeIds` + `AddressSpaceRealm` (carried explicitly at every sink seam — never parsed out of the id string). See the "v3 OPC UA Address Space (Batch 4)" section above, `docs/Uns.md`, and `docs/plans/2026-07-15-v3-batch4-address-space-plan.md`.
The `/uns` **TagModal** uses **driver-typed tag-config editors**: it dispatches by the bound driver's `DriverType` to a per-driver editor (Modbus/S7/AbCip/AbLegacy/TwinCAT/Focas/OpcUaClient) via `TagConfigEditorMap`, with client-side validation via `TagConfigValidator`; unmapped drivers (only Galaxy) fall back to the generic raw-`TagConfig`-JSON textarea. Each editor is a thin razor shell over a pure `<Driver>TagConfigModel` (`FromJson`/`ToJson`/`Validate`, preserves unknown keys). To add a driver's editor, copy the Modbus template under `Components/Shared/Uns/TagEditors/` + `Uns/TagEditors/`, reusing the driver's enums + camelCase JSON property names, and register it in `TagConfigEditorMap` + `TagConfigValidator`. See `docs/plans/2026-06-09-driver-typed-tag-editors-design.md`.
## Scripting / Script Editor
C# virtual-tag scripts are authored in a **Roslyn-backed Monaco editor** on the
ScriptEdit page (`/scripts/{id}`) and inline inside the virtual-tag modal on the
`/uns` page. The editor provides completions, live diagnostics, hover, signature
help, document formatting, and tag-path completions inside `ctx.GetTag("…")` /
`ctx.SetVirtualTag("…")` literals — all backed by the same compiler context the
runtime publish gate uses, so what the editor accepts/rejects matches publish
exactly. The backend lives in
`src/Server/ZB.MOM.WW.OtOpcUa.AdminUI/ScriptAnalysis/` (six minimal-API
endpoints under `/api/script-analysis/*`, gated by the `ConfigEditor` policy
(Administrator or Designer) via `RequireAuthorization` in
`ScriptAnalysisEndpoints.MapScriptAnalysisEndpoints`).
`Core.VirtualTags` is now just `DependencyGraph`, `ITagUpstreamSource` and `IHistoryWriter` — the dormant `VirtualTagEngine`/Source/Definition and `TimerTriggerScheduler` were deleted.
See `docs/ScriptEditor.md` for the full guide. Scripts may use the `{{equip}}` token for equipment-relative tag paths that resolve per-equipment at deploy time — see the "Equipment-relative tag paths" section in `docs/ScriptEditor.md`.