Files
lmxopcua/docs/v2/implementation/exit-gate-phase-7.md
Joseph Doherty 82e4e8c8de Phase 7 Stream H — exit gate compliance script + closeout doc
Ships the check-everything PowerShell script + the human-readable exit-gate doc that
closes Phase 7 (scripting runtime + virtual tags + scripted alarms + historian sink
+ Admin UI + address-space integration).

## scripts/compliance/phase-7-compliance.ps1

Mirrors the Phase 6.x compliance pattern. Checks:
- Stream A: Roslyn sandbox wiring, ForbiddenTypeAnalyzer, DependencyExtractor,
  ScriptLogCompanionSink, Deadband helper
- Stream B: VirtualTagEngine, DependencyGraph (iterative Tarjan),
  SemaphoreSlim async-safe cascade, TimerTriggerScheduler, VirtualTagSource
- Stream C: Part9StateMachine, AlarmConditionState GxP audit Comments,
  MessageTemplate {TagPath}, AlarmPredicateContext SetVirtualTag rejection,
  ScriptedAlarmSource IAlarmSource, IAlarmStateStore + in-memory store
- Stream D: BackoffLadder 1-60s, DefaultDeadLetterRetention (30 days),
  HistorianWriteOutcome enum, Galaxy.Host IPC contracts
- Stream E: Four new entities + check constraints + Phase 7 migration
- Stream F: Five Admin services + ScriptEditor + ScriptsTab + AlarmsHistorian
  page + Monaco loader + DraftEditor wire-up + declared-inputs-only contract
- Stream G: NodeSourceKind discriminator + walker VirtualTag/ScriptedAlarm emission
  + DriverNodeManager SelectReadable + IsWriteAllowedBySource
- Deferred (flagged, not blocking): SealedBootstrap composition, live end-to-end
  smoke, sp_ComputeGenerationDiff extension
- Cross-cutting: full-solution dotnet test (regression check against 1300 baseline)

## docs/v2/implementation/exit-gate-phase-7.md

Summarises shipped PRs (Streams A-G + G follow-up = 8 PRs, ~197 tests), lists the
compliance checks covered, names the deferred follow-ups with task IDs, and points
at the compliance script for verification.

## Exit-gate local run

2191 tests green (baseline 1300), 0 failures, 55 compliance checks PASS,
3 deferred (with follow-up task IDs).

Phase 7 ships.
2026-04-20 20:25:11 -04:00

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# Phase 7 Exit Gate — Scripting, Virtual Tags, Scripted Alarms, Historian Sink
> **Status**: Open. Closed when every compliance check passes + every deferred item either ships or is filed as a post-v2-release follow-up.
>
> **Compliance script**: `scripts/compliance/phase-7-compliance.ps1`
> **Plan doc**: `docs/v2/implementation/phase-7-scripting-and-alarming.md`
## What shipped
| Stream | PR | Summary |
|--------|-----|---------|
| A | #177#179 | `Core.Scripting` — Roslyn sandbox + `DependencyExtractor` + `ForbiddenTypeAnalyzer` + per-script Serilog sink + 63 tests |
| B | #180 | `Core.VirtualTags` — dep graph (iterative Tarjan) + engine + timer scheduler + `VirtualTagSource` + 36 tests |
| C | #181 | `Core.ScriptedAlarms` — Part 9 state machine + predicate engine + message template + `ScriptedAlarmSource` + 47 tests |
| D | #182 | `Core.AlarmHistorian` — SQLite store-and-forward + backoff ladder + dead-letter retention + Galaxy.Host IPC contracts + 14 tests |
| E | #183 | Config DB schema — `Script` / `VirtualTag` / `ScriptedAlarm` / `ScriptedAlarmState` entities + migration + 12 tests |
| F | #185 | Admin UI — `ScriptService` / `VirtualTagService` / `ScriptedAlarmService` / `ScriptTestHarnessService` / `HistorianDiagnosticsService` + Monaco editor + `/alarms/historian` page + 13 tests |
| G | #184 | Walker emits Virtual + ScriptedAlarm variables with `NodeSourceKind` discriminator + 5 tests |
| G follow-up | #186 | `DriverNodeManager` dispatch routes by `NodeSourceKind` + writes rejected for non-Driver sources + 7 tests |
**Phase 7 totals**: ~197 new tests across 7 projects. Plan decisions #1#22 all realised in code.
## Compliance Checks (run at exit gate)
Covered by `scripts/compliance/phase-7-compliance.ps1`:
- [x] Roslyn sandbox anchored on `ScriptContext` assembly with `ForbiddenTypeAnalyzer` defense-in-depth (plan #6)
- [x] `DependencyExtractor` rejects non-literal tag paths with source spans (plan #7)
- [x] Per-script rolling Serilog sink + companion-forwarding Error+ to main log (plan #12)
- [x] VirtualTag dep graph uses iterative SCC — no stack overflow on 10 000-deep chains
- [x] `VirtualTagSource` implements `IReadable` + `ISubscribable` per ADR-002
- [x] Part 9 state machine covers every transition (Apply/Ack/Confirm/Shelve/Unshelve/Enable/Disable/Comment/ShelvingCheck)
- [x] `AlarmPredicateContext` rejects `SetVirtualTag` at runtime (predicates must be pure)
- [x] `MessageTemplate` substitutes `{TagPath}` tokens at event emission (plan #13); missing/bad → `{?}`
- [x] SQLite sink backoff ladder 1s → 2s → 5s → 15s → 60s cap (plan #16)
- [x] Default 1M-row capacity + 30-day dead-letter retention (plan #21)
- [x] Per-event outcomes Ack/RetryPlease/PermanentFail on the wire
- [x] Galaxy.Host IPC contracts (`HistorianAlarmEventRequest` / `Response` / `ConnectivityStatusNotification`)
- [x] Config DB check constraints: trigger-required, timer-min, severity-range, alarm-type-enum, JSON comments
- [x] `ScriptedAlarmState` keyed on `ScriptedAlarmId` (not generation-scoped) per plan #14
- [x] Admin services: SourceHash preserves compile-cache hit on rename; Update recomputes on source change
- [x] `ScriptTestHarnessService` enforces declared-inputs-only contract (plan #22)
- [x] Monaco editor via CDN + textarea fallback (plan #18)
- [x] `/alarms/historian` page with Retry-dead-lettered operator action
- [x] Walker emits `NodeSourceKind.Virtual` + `NodeSourceKind.ScriptedAlarm` variables
- [x] `DriverNodeManager` dispatch routes Reads by source; Writes to non-Driver rejected with `BadUserAccessDenied` (plan #6)
## Deferred to Post-Gate Follow-ups
Kept out of the capstone so the gate can close cleanly while the less-critical wiring lands in targeted PRs:
- [ ] **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.
- [ ] **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.
- [ ] **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.
## Completion Checklist
- [x] Stream A shipped + merged
- [x] Stream B shipped + merged
- [x] Stream C shipped + merged
- [x] Stream D shipped + merged
- [x] Stream E shipped + merged
- [x] Stream F shipped + merged
- [x] Stream G shipped + merged
- [x] Stream G follow-up (dispatch) shipped + merged
- [x] `phase-7-compliance.ps1` present and passes
- [x] Full solution `dotnet test` passes (no new failures beyond pre-existing tolerated CLI flake)
- [x] Exit-gate doc checked in
- [ ] `SealedBootstrap` composition follow-up filed + tracked
- [ ] Live end-to-end smoke follow-up filed + tracked
- [ ] `sp_ComputeGenerationDiff` extension follow-up filed + tracked
## How to run
```powershell
pwsh ./scripts/compliance/phase-7-compliance.ps1
```
Exit code 0 = all pass; non-zero = failures listed in the preceding `[FAIL]` lines.