lmxopcua/docs/v2/implementation/phase-6-4-admin-ui-completion.md

# Phase 6.4 — Admin UI Completion

> **Status**: **SHIPPED (mostly)** 2026-04-19; audit 2026-04-23 confirms what landed separately after the data-layer PR #91:
>
> **In** (verified in repo):
> - **Task #153 Stream A UI** — `UnsTab.razor` with drag/drop handlers + concurrent-edit via `DraftRevisionToken` + `UnsImpactAnalyzer`; Playwright smoke test in `tests/ZB.MOM.WW.OtOpcUa.Admin.E2ETests/UnsTabDragDropE2ETests.cs`.
> - **Task #155 Stream B** — `EquipmentImportBatch` entity + migration, `EquipmentImportBatchService.CreateBatchAsync` / `FinaliseBatchAsync` / `DropBatchAsync` / `ListByUserAsync`, `ImportEquipment.razor` UI.
> - **Task #156 Stream C** — `DiffViewer.razor` + `DiffSection.razor` refactor in place.
> - Admin UI `IdentificationFields.razor` surface shipped (part of #157).
>
> **Closed this session (2026-04-23)**:
> - **Task #157 Stream D server-side half** was a stale audit claim. `src/ZB.MOM.WW.OtOpcUa.Core/OpcUa/IdentificationFolderBuilder.cs` ships the OPC 40010 Identification sub-folder materializer (Manufacturer / Model / SerialNumber / HardwareRevision / SoftwareRevision / YearOfConstruction / AssetLocation / ManufacturerUri / DeviceManualUri); `EquipmentNodeWalker.Walk` calls it per equipment; `IdentificationFolderBuilderTests` (158 lines) + two walker-level tests (`Walk_Materializes_Identification_Subfolder_When_AnyFieldPresent`, `Walk_Omits_Identification_Subfolder_When_AllFieldsNull`) cover the null-handling branches. The initial audit grepped only `src/ZB.MOM.WW.OtOpcUa.Server/OpcUa/`; the builder lives in `Core/OpcUa/`.
>
> **Phase 6.4 is now FULLY SHIPPED — no deferred surfaces remain.**
>
> Baseline pre-Phase-6.4: 1137 solution tests → post-Phase-6.4 data layer: 1159 passing (+22).
>
> **Branch**: `v2/phase-6-4-admin-ui-completion`
> **Estimated duration**: 2 weeks
> **Predecessor**: Phase 6.3 (Redundancy runtime) — reuses the `/cluster/{id}` page layout for the new tabs
> **Successor**: v2 release-readiness capstone (Task #121)

## Phase Objective

Close the Admin UI feature-completeness checklist that Phase 1 Stream E exit gate left open. Each item below is an existing `phase-1-configuration-and-admin-scaffold.md` completion-checklist entry that is currently unchecked.

Gaps to close:

1. **UNS Structure tab drag/move with impact preview** — decision #115 + `admin-ui.md` §"UNS". Current state: list-only render; no drag reorder; no "X lines / Y equipment impacted" preview.
2. **Equipment CSV import + 5-identifier search** — decision #95 + #117. Current state: basic form; no CSV parser; search indexes only ZTag.
3. **Draft-generation diff viewer** — enhance existing `DiffViewer.razor` to show generation-diff not just staged-edit diff; highlight ACL grant changes (lands after Phase 6.2).
4. **`_base` equipment-class Identification fields exposure** — decision #138–139. Columns exist on `Equipment`; no Admin UI field group; no address-space exposure of the OPC 40010 sub-folder.

## Scope — What Changes

| Concern | Change |
|---------|--------|
| `Admin/Pages/UnsTab.razor` | Tree component with drag-drop using **`MudBlazor.TreeView` + `MudBlazor.DropTarget`** (existing transitive dep — no new third-party package). Native HTML5 DnD rejected because virtualization + DnD on 500+ nodes doesn't combine reliably. Each drag fires a "Compute Impact" call carrying a `DraftRevisionToken`; modal preview ("Moving Line 'Oven-2' from 'Packaging' to 'Assembly' will re-home 14 equipment + re-parent 237 tags"). **Confirm step re-checks the token** and rejects with a `409 Conflict / refresh-required` modal if the draft advanced between preview and commit. |
| `Admin/Services/UnsImpactAnalyzer.cs` | New service. Given a move-operation (line move, area rename, line merge), computes cascade counts + `DraftRevisionToken` at preview time. Pure-function shape; testable in isolation. |
| `Admin/Pages/EquipmentTab.razor` | Add CSV-import button → modal with file picker + dry-run preview. **Identifier search** uses the canonical decision #117 set: `ZTag / MachineCode / SAPID / EquipmentId / EquipmentUuid`. Typeahead probes each column with a ranking query (exact match score 100 → prefix 50 → opt-in LIKE 20; published > draft tie-break). Result row shows which field matched via trailing badge. |
| `Admin/Services/EquipmentCsvImporter.cs` | New service. CSV header row must start with `# OtOpcUaCsv v1` (version marker — future shape changes bump the version). Columns: `ZTag, MachineCode, SAPID, EquipmentId, EquipmentUuid, Name, UnsAreaName, UnsLineName, Manufacturer, Model, SerialNumber, HardwareRevision, SoftwareRevision, YearOfConstruction, AssetLocation, ManufacturerUri, DeviceManualUri`. Parser rejects unknown columns + blank required fields + duplicate ZTags + missing UnsLines. |
| **Staged-import table** `EquipmentImportBatch` | New entity `{ Id, CreatedAtUtc, CreatedBy, RowsStaged, RowsAccepted, RowsRejected, FinalisedAtUtc? }` + child `EquipmentImportRow` records. Import writes rows in chunks to the staging table (not to `Equipment`). `FinaliseImportBatch` is the atomic finalize step that applies all accepted rows to `Equipment` + `ExternalIdReservation` in one transaction — short + bounded regardless of input size. Rollback = drop the batch row; `Equipment` never partially mutates. |
| `Admin/Pages/DraftEditor.razor` + `DiffViewer.razor` | Diff viewer refactored into a base component + section plugins: `StructuralDiffSection`, `EquipmentDiffSection`, `TagDiffSection`, `AclDiffSection` (Phase 6.2), `RedundancyDiffSection` (Phase 6.3), `IdentificationDiffSection`. Each section has a **1000-row hard cap**; over-cap renders an aggregate summary + "Load full diff" button streaming 500-row pages via SignalR. Subtree-rename diffs (decision #115 bulk restructure) surface as summary only by default. |
| `Admin/Components/IdentificationFields.razor` | New component. Renders the OPC 40010 field set **per decision #139**: `Manufacturer, Model, SerialNumber, HardwareRevision, SoftwareRevision, YearOfConstruction, AssetLocation, ManufacturerUri, DeviceManualUri`. `ProductInstanceUri / DeviceRevision / MonthOfConstruction` dropped from this phase — they need a separate decision-log widening. |
| `OtOpcUa.Server/OpcUa/DriverNodeManager` — Equipment folder build | When an `Equipment` row has non-null Identification fields, the server adds an `Identification` sub-folder under the Equipment node containing one variable per non-null field. **ACL binding**: the sub-folder + variables inherit the `Equipment` scope's grants from Phase 6.2's trie — no new scope level added. Documented in `acl-design.md` cross-reference update. |

## Scope — What Does NOT Change

| Item | Reason |
|------|--------|
| Admin UI visual language | Bootstrap 5 / cookie auth / sidebar layout unchanged — consistency with ScadaLink design reference. |
| LDAP auth flow | Already shipped in Phase 1. Phase 6.4 is additive UI only. |
| Core abstractions / driver layer | Admin UI changes don't touch drivers. |
| Equipment-class *template schema validation* | Still deferred (decision #112 — schemas repo not landed). We expose the Identification fields but don't validate against a template hierarchy. |
| Drag/move to *other clusters* | Out of scope — equipment is cluster-scoped per decision #82. Cross-cluster migration is a different workflow. |

## Entry Gate Checklist

- [ ] Phase 6.2 merged (ACL grants are part of the new diff viewer sections)
- [ ] Phase 6.3 merged (redundancy-role changes are part of the diff viewer)
- [ ] `phase-1-configuration-and-admin-scaffold.md` §Stream E completion checklist re-read — confirm these are the remaining items
- [ ] `admin-ui.md` re-skimmed for screen layouts
- [ ] Existing `EquipmentTab.razor` / `UnsTab.razor` / `DraftEditor.razor` diff'd against what ships today so the edits are additive not destructive
- [ ] Dev Galaxy available for OPC 40010 exposure smoke testing

## Task Breakdown

### Stream A — UNS drag/reorder + impact preview (5 days)

1. **A.1** 1000-node synthetic seed fixture. Drag-latency bench against `MudBlazor.TreeView` + `MudBlazor.DropTarget` — commit to the component if latency budget (100 ms drag-enter feedback) holds; fall back to flat-list reorder UI (Area/Line dropdowns) with loss of visual drag affordance otherwise.
2. **A.2** `UnsImpactAnalyzer` service. Inputs: `(DraftGenerationId, MoveOperation, DraftRevisionToken)`. Outputs: `ImpactPreview { AffectedEquipmentCount, AffectedTagCount, CascadeWarnings[], DraftRevisionToken }`. Pure-function shape; testable in isolation.
3. **A.3** Modal preview wired to `UnsImpactAnalyzer`. **Confirm** re-reads the current draft revision + compares against the preview's token; if the draft advanced (another operator saved a different edit), show a `409 Conflict / refresh-required` modal rather than silently overwriting.
4. **A.4** Cross-cluster drop attempts: target disabled + toast "Equipment is cluster-scoped (decision #82). To move across clusters, use Export → Import on the Cluster detail page." Plus help link.
5. **A.5** Playwright (or equivalent) smoke test: drag a line across areas, assert modal shows right counts, assert draft row reflects the move; concurrent-edit test runs two sessions + asserts the later Confirm hits the 409.

### Stream B — Equipment CSV import + 5-identifier search (5 days)

1. **B.1** `EquipmentCsvImporter`. Strict RFC 4180 parser (per decision #95). Header row validation: first line must match `# OtOpcUaCsv v1` — future versions fork parser versions. Required columns: `ZTag, MachineCode, SAPID, EquipmentId, EquipmentUuid, Name, UnsAreaName, UnsLineName`. Optional: `Manufacturer, Model, SerialNumber, HardwareRevision, SoftwareRevision, YearOfConstruction, AssetLocation, ManufacturerUri, DeviceManualUri`. Parser rejects unknown columns + blank required fields + duplicate ZTags.
2. **B.2** `EquipmentImportBatch` + `EquipmentImportRow` staging tables (migration). Import writes preview rows to staging via chunked inserts; staging never blocks `Equipment` or `ExternalIdReservation`. Preview query reads staging + validates each row against the current `Equipment` state + `ExternalIdReservation` freshness.
3. **B.3** `ImportPreview` UI — per-row accept/reject table. Reject reasons: "ZTag already exists in draft", "ExternalIdReservation conflict with Cluster X", "UnsLineName not found in draft UNS tree", etc. Operator reviews + clicks "Commit".
4. **B.4** `FinaliseImportBatch` — atomic finalize. One EF transaction applies accepted rows to `Equipment` + `ExternalIdReservation`; duration bounded regardless of input size (the atomic step is a bulk-insert, not per-row row-by-row). Rollback = drop batch row via `DropImportBatch`; `Equipment` never partially mutates.
5. **B.5** Five-identifier search. Rank SQL: exact match any identifier = score 100, prefix match = 50, LIKE-fuzzy (opt-in via `?fuzzy=true`) = 20; tie-break `published > draft` then `RowVersion DESC`. Typeahead shows which field matched via trailing badge.
6. **B.6** Smoke tests: 100-row CSV with 10 conflicts (5 ZTag dupes, 3 reservation clashes, 2 missing UnsLines); 10k-row perf test asserting finalize txn < 30 s; concurrent import + external `ExternalIdReservation` insert test asserts retryable-conflict handling.

### Stream C — Diff viewer enhancements (4 days)

1. **C.1** Refactor `DiffViewer.razor` into a base component + section plugins. Plugins: `StructuralDiffSection` (UNS tree), `EquipmentDiffSection`, `TagDiffSection`, `AclDiffSection` (Phase 6.2), `RedundancyDiffSection` (Phase 6.3), `IdentificationDiffSection`.
2. **C.2** Each section renders collapsed by default; counts + top-line summary always visible. **1000-row hard cap** per section — over-cap sections render aggregate summary (e.g. "237 equipment re-parented from Packaging to Assembly") with a "Load full diff" button that streams 500-row pages via SignalR.
3. **C.3** Subtree-rename diffs (decision #115 bulk restructure) surface as summary only by default regardless of row count.
4. **C.4** Tests: seed two generations with deliberate diffs; assert every section reports the right counts + top-line summary + hard-cap behavior.

### Stream D — OPC 40010 Identification exposure (3 days)

1. **D.1** `IdentificationFields.razor` component. Renders the **9 decision #139 fields**: `Manufacturer, Model, SerialNumber, HardwareRevision, SoftwareRevision, YearOfConstruction, AssetLocation, ManufacturerUri, DeviceManualUri`. Labelled inputs; nullable columns show empty input; required-field validation on commit only.
2. **D.2** `DriverNodeManager` equipment-folder builder — after building the equipment node, inspect the 9 Identification columns; if any non-null, add an `Identification` sub-folder with variable-per-non-null-field. ACL binding: sub-folder + variables inherit the **same `ScopeId` as the Equipment node** (Phase 6.2's trie treats them as part of the Equipment scope — no new scope level).
3. **D.3** Address-space smoke test via Client.CLI: browse an equipment node, assert `Identification` sub-folder present when columns are set, absent when all null, variables match the field values.
4. **D.4** ACL integration test: a user with Equipment-level grant reads the `Identification` variables without needing a separate grant; a user without the Equipment grant gets `BadUserAccessDenied` on both the Equipment node + its Identification variables.

## Compliance Checks (run at exit gate)

- [ ] **UNS drag/move**: drag a line across areas; modal preview shows correct impacted-equipment + impacted-tag counts.
- [ ] **Concurrent-edit safety**: two-session test — session B saves a draft edit after session A opened the preview; session A's Confirm returns `409 Conflict / refresh-required` instead of overwriting.
- [ ] **Cross-cluster drop**: dropping equipment across cluster boundaries is disabled + shows actionable toast pointing to Export/Import workflow.
- [ ] **1000-node tree**: drag operations on a 1000-node seed maintain < 100 ms drag-enter feedback.
- [ ] **CSV header version**: file missing `# OtOpcUaCsv v1` first line is rejected pre-parse.
- [ ] **CSV canonical identifier set**: columns match decision #117 (ZTag / MachineCode / SAPID / EquipmentId / EquipmentUuid); drift from the earlier draft surfaces as a test failure.
- [ ] **Staged-import atomicity**: `FinaliseImportBatch` transaction bounded < 30 s for a 10k-row import; pre-finalize stagings visible only to the importing user; rollback via `DropImportBatch`.
- [ ] **Concurrent import + external reservation**: concurrent test — third party inserts to `ExternalIdReservation` mid-finalize; finalize retries with conflict handling; no corruption.
- [ ] **5-identifier search ranking**: exact matches outrank prefix matches; published outranks draft for equal scores.
- [ ] **Diff viewer section caps**: 2000-row subtree-rename diff renders as summary only; "Load full diff" streams in pages.
- [ ] **OPC 40010 field list match**: rendered field group matches decision #139 exactly; no extra fields.
- [ ] **OPC 40010 exposure**: Client.CLI browse shows `Identification` sub-folder when equipment has non-null columns; absent when all null.
- [ ] **ACL inheritance for Identification**: integration test — Equipment-grant user reads Identification; no-grant user gets `BadUserAccessDenied` on both.
- [ ] **Visual parity reviewer**: named role (`FleetAdmin` user, not the implementation lead) compares side-by-side against `admin-ui.md` §Visual-Design reference panels; signoff artefact is a checked-in screenshot set under `docs/v2/visual-compliance/phase-6-4/`.

## Risks and Mitigations

| Risk | Likelihood | Impact | Mitigation |
|------|:----------:|:------:|------------|
| UNS drag-drop janky on large trees (>500 nodes) | Medium | Medium | Virtualize the tree component; default-collapse nested areas; test with a synthetic 1000-equipment seed |
| CSV import performance on 10k-row imports | Medium | Medium | Stream-parse rather than load-into-memory; preview renders in batches of 100; commit is chunked-EF-insert with progress bar |
| Diff viewer becomes unwieldy with many sections | Low | Medium | Each section collapsed by default; top-line summary row always shown; Phase 6.4 caps at 6 sections |
| OPC 40010 sub-folder accidentally exposes NULL/empty identification columns as empty-string variables | Low | Low | Column null-check in the builder; drop variables whose DB value is null |
| 5-identifier search pulls full table | Medium | Medium | Indexes on each of ZTag/SAPID/UniqueId/Alias1/Alias2; search query uses a UNION of 5 indexed lookups; falls back to LIKE only on explicit operator opt-in |

## Completion Checklist

- [ ] Stream A: `UnsImpactAnalyzer` + drag-drop tree + modal preview + Playwright smoke
- [ ] Stream B: `EquipmentCsvImporter` + preview modal + 5-identifier search + conflict-rollback test
- [ ] Stream C: `DiffViewer` refactor + 6 section plugins + 2-generation diff test
- [ ] Stream D: `IdentificationFields.razor` + address-space builder change + Client.CLI browse test
- [ ] Visual-compliance reviewer signoff
- [ ] Full solution `dotnet test` passes; `phase-6-4-compliance.ps1` exits 0; exit-gate doc

## Adversarial Review — 2026-04-19 (Codex, via `codex-rescue` subagent)

1. **Crit · ACCEPT** — Stale UNS impact preview can overwrite concurrent draft edits. **Change**: each preview carries a `DraftRevisionToken`; `Confirm` compares against the current draft + rejects with a `409 Conflict / refresh-required` modal if any draft edit landed since the preview was generated. Stream A.3 updated.
2. **High · ACCEPT** — CSV import atomicity is internally contradictory (single EF transaction vs. chunked inserts). **Change**: one explicit model — staged-import table (`EquipmentImportBatch { Id, CreatedAtUtc, RowsStaged, RowsAccepted, RowsRejected }`) receives rows in chunks; final `FinaliseImportBatch` is atomic over `Equipment` + `ExternalIdReservation`. Rollback is "drop the batch row" — the real Equipment table is never partially mutated.
3. **Crit · ACCEPT** — Identifier contract rewrite mis-cites decisions. **Change**: revert to the `admin-ui.md` + decision #117 canonical set — `ZTag / MachineCode / SAPID / EquipmentId / EquipmentUuid`. CSV header follows that set verbatim. Introduce a separate decision entry for versioned CSV header shape before adding any new column; CSV header row must start with `# OtOpcUaCsv v1` so future shape changes are unambiguous.
4. **Med · ACCEPT** — Search ordering undefined. **Change**: rank SQL — exact match on any identifier scores 100; prefix match 50; LIKE-fuzzy 20; published > draft tie-breaker; `ORDER BY score DESC, RowVersion DESC`. Typeahead shows which field matched via trailing badge.
5. **High · ACCEPT** — HTML5 DnD on virtualized tree is aspirational. **Change**: Stream A.2 rewritten — commits to **`MudBlazor.TreeView` + `MudBlazor.DropTarget`** (already a transitive dep via the existing Admin UI). Build a 1000-node synthetic seed in A.1 + validate drag-latency budget before implementing impact preview. If MudBlazor can't hit the budget, fall back to a flat-list reorder UI with Area/Line dropdowns (loss of visual drag affordance but unblocks the feature).
6. **Med · ACCEPT** — Collapsed-by-default doesn't handle generation-sized diffs. **Change**: each diff section has a hard row cap (1000 by default). Over-cap sections render an aggregate summary + "Load full diff" button that streams via SignalR in 500-row pages. Decision #115 subtree renames surface as a "N equipment re-parented under X → Y" summary instead of row-by-row.
7. **High · ACCEPT** — OPC 40010 field list doesn't match decision #139. **Change**: field group realigned to `Manufacturer, Model, SerialNumber, HardwareRevision, SoftwareRevision, YearOfConstruction, AssetLocation, ManufacturerUri, DeviceManualUri`. `ProductInstanceUri / DeviceRevision / MonthOfConstruction` dropped from Phase 6.4 — they belong to a future OPC 40010 widening decision.
8. **High · ACCEPT** — `Identification` subtree unreconciled with ACL hierarchy (Phase 6.2 6-level scope). **Change**: address-space builder creates the Identification sub-folder under the Equipment node **with the same ScopeId as Equipment** — no new scope level. ACL evaluator treats `…/Equipment/Identification/X` as inheriting the `Equipment` scope's grants. Documented in Phase 6.2's `acl-design.md` cross-reference update.
9. **Low · ACCEPT** — Visual-review gate names nonexistent reviewer role. **Change**: rubric defined — a named "Admin UX reviewer" (role `FleetAdmin` user, not the implementation lead) compares side-by-side screenshots against the `admin-ui.md` §Visual-Design reference panels; signoff artefact is a checked-in screenshot set under `docs/v2/visual-compliance/phase-6-4/`.
10. **Med · ACCEPT** — Cross-cluster drag/drop lacks loud failure path. **Change**: on drop across cluster boundary, disable the drop target + show a toast "Equipment is cluster-scoped (decision #82). To move across clusters, use the Export → Import workflow on the Cluster detail page." Plus a help link. Tested in Stream A.4.