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Joseph Doherty 33b87a3aa4 Phase 2 official close-out. Closes task #209. The 2026-04-18 exit-gate-phase-2-final.md captured Phase 2 state at PR 2 merge — four High/Medium adversarial findings still OPEN, Historian port + alarm subsystem + v1 archive deletion all deferred. Since then: PR 4 closed all four findings end-to-end (High 1 Read subscription-leak, High 2 no reconnect loop, Medium 3 SubscribeAsync doesn't push frames, Medium 4 WriteValuesAsync doesn't await OnWriteComplete — mapped + resolved inline in the new doc), PR 12 landed the richer historian quality mapper, PR 13 shipped GalaxyRuntimeProbeManager with per-Platform/AppEngine ScanState subscriptions + StateChanged events forwarded through the existing OnHostStatusChanged IPC frame, PR 14 wired the alarm subsystem (GalaxyAlarmTracker advising the four alarm-state attributes per IsAlarm=true attribute, raising AlarmTransition events forwarded through OnAlarmEvent IPC frames), Phase 3 PR 18 deleted the v1 source trees, and PR 61 closed V1_ARCHIVE_STATUS.md. Phase 2 is functionally done; this commit is the bookkeeping pass. New exit-gate-phase-2-closed.md at docs/v2/implementation/ — five-stream status table (A/B/C/D/E all complete with the specific close commits named), full resolution table for every 2026-04-18 adversarial finding mapped to the PR 4 resolution, cross-cutting deferrals table marking every one resolved (Historian SDK plugin port → done, subscription push frames → done under Medium 3, Historian-backed HistoryRead → done, alarm subsystem wire-up → done, reconnect-without-recycle → done under High 2, v1 archive deletion → done). Fresh 2026-04-20 test baseline captured from the current v2 tip: 1844 passing + 29 infra-gated skips across 21 test projects, including the net48 x86 Galaxy.Host.Tests suite (107 pass) that exercises the MXAccess COM path on the dev box. Flake observed — Configuration.Tests 70/71 on first full-solution run, 71/71 on retry; logged as a known non-stable flake rather than chased because it did not reproduce. The prior exit-gate-phase-2-final.md is kept in place (historical record of the 2026-04-18 snapshot) but gets a superseded-by banner at the top pointing at the new close-out doc so future readers land on current status first. docs/v2/plan.md Phase 2 section header gains the ✅ CLOSED 2026-04-20 marker + a link to the close-out doc so the top-level plan index reflects reality. "What Phase 2 closed means for Phase 3 and later" section in the new doc captures the downstream contract: Galaxy now runs as a first-class v2 driver with the same capability-interface shape as Modbus / S7 / AbCip / AbLegacy / TwinCAT / FOCAS / OpcUaClient; no v1 code path remains; the 2026-04-13 stability findings persist as named regression tests under tests/ZB.MOM.WW.OtOpcUa.Driver.Galaxy.E2E/StabilityFindingsRegressionTests.cs so any future refactor reintroducing them trips the test. "Outstanding — not Phase 2 blockers" section lists the four pending non-Phase-2 tasks (#177, #194, #195, #199) so nobody mistakes them for Phase 2 tail work. 
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-20 02:00:35 -04:00
..
drivers
Doc refresh (task #203) — driver docs split + drivers index + IHistoryProvider-aware HistoricalDataAccess
2026-04-20 01:33:53 -04:00
images
Add UI features, alarm ack, historian UTC fix, and Client.UI documentation
2026-03-31 20:46:45 -04:00
reqs
Doc refresh (task #205) — requirements updated for multi-driver OtOpcUa three-process deploy
2026-04-20 01:31:58 -04:00
v2
Phase 2 official close-out. Closes task #209. The 2026-04-18 exit-gate-phase-2-final.md captured Phase 2 state at PR 2 merge — four High/Medium adversarial findings still OPEN, Historian port + alarm subsystem + v1 archive deletion all deferred. Since then: PR 4 closed all four findings end-to-end (High 1 Read subscription-leak, High 2 no reconnect loop, Medium 3 SubscribeAsync doesn't push frames, Medium 4 WriteValuesAsync doesn't await OnWriteComplete — mapped + resolved inline in the new doc), PR 12 landed the richer historian quality mapper, PR 13 shipped GalaxyRuntimeProbeManager with per-Platform/AppEngine ScanState subscriptions + StateChanged events forwarded through the existing OnHostStatusChanged IPC frame, PR 14 wired the alarm subsystem (GalaxyAlarmTracker advising the four alarm-state attributes per IsAlarm=true attribute, raising AlarmTransition events forwarded through OnAlarmEvent IPC frames), Phase 3 PR 18 deleted the v1 source trees, and PR 61 closed V1_ARCHIVE_STATUS.md. Phase 2 is functionally done; this commit is the bookkeeping pass. New exit-gate-phase-2-closed.md at docs/v2/implementation/ — five-stream status table (A/B/C/D/E all complete with the specific close commits named), full resolution table for every 2026-04-18 adversarial finding mapped to the PR 4 resolution, cross-cutting deferrals table marking every one resolved (Historian SDK plugin port → done, subscription push frames → done under Medium 3, Historian-backed HistoryRead → done, alarm subsystem wire-up → done, reconnect-without-recycle → done under High 2, v1 archive deletion → done). Fresh 2026-04-20 test baseline captured from the current v2 tip: 1844 passing + 29 infra-gated skips across 21 test projects, including the net48 x86 Galaxy.Host.Tests suite (107 pass) that exercises the MXAccess COM path on the dev box. Flake observed — Configuration.Tests 70/71 on first full-solution run, 71/71 on retry; logged as a known non-stable flake rather than chased because it did not reproduce. The prior exit-gate-phase-2-final.md is kept in place (historical record of the 2026-04-18 snapshot) but gets a superseded-by banner at the top pointing at the new close-out doc so future readers land on current status first. docs/v2/plan.md Phase 2 section header gains the ✅ CLOSED 2026-04-20 marker + a link to the close-out doc so the top-level plan index reflects reality. "What Phase 2 closed means for Phase 3 and later" section in the new doc captures the downstream contract: Galaxy now runs as a first-class v2 driver with the same capability-interface shape as Modbus / S7 / AbCip / AbLegacy / TwinCAT / FOCAS / OpcUaClient; no v1 code path remains; the 2026-04-13 stability findings persist as named regression tests under tests/ZB.MOM.WW.OtOpcUa.Driver.Galaxy.E2E/StabilityFindingsRegressionTests.cs so any future refactor reintroducing them trips the test. "Outstanding — not Phase 2 blockers" section lists the four pending non-Phase-2 tasks (#177, #194, #195, #199) so nobody mistakes them for Phase 2 tail work.
2026-04-20 02:00:35 -04:00
AddressSpace.md
Doc refresh (task #202) — core architecture docs for multi-driver OtOpcUa
2026-04-20 01:33:28 -04:00
AlarmTracking.md
Doc refresh (task #202) — core architecture docs for multi-driver OtOpcUa
2026-04-20 01:33:28 -04:00
Client.CLI.md
Client rename residuals: lmxopcua-cli → otopcua-cli + LmxOpcUaClient → OtOpcUaClient with migration shim. Closes task #208 (the executable-name + LocalAppData-folder slice that was called out in Client.CLI.md / Client.UI.md as a deliberately-deferred residual of the Phase 0 rename). Six source references flipped to the canonical OtOpcUaClient spelling: Program.cs CliFx executable name + description (lmxopcua-cli → otopcua-cli), DefaultApplicationConfigurationFactory.cs ApplicationName + ApplicationUri (LmxOpcUaClient + urn:localhost:LmxOpcUaClient → OtOpcUaClient + urn:localhost:OtOpcUaClient), OpcUaClientService.CreateSessionAsync session-name arg, ConnectionSettings.CertificateStorePath default, MainWindowViewModel.CertificateStorePath default, JsonSettingsService.SettingsDir. Two consuming tests (ConnectionSettingsTests + MainWindowViewModelTests) updated to assert the new canonical name. New ClientStoragePaths static helper at src/ZB.MOM.WW.OtOpcUa.Client.Shared/ClientStoragePaths.cs is the migration shim — single entry point for the PKI root + pki subpath, runs a one-shot legacy-folder probe on first resolution: if {LocalAppData}/LmxOpcUaClient/ exists + {LocalAppData}/OtOpcUaClient/ does not, Directory.Move renames it in place (atomic on NTFS within the same volume) so trusted server certs + saved connection settings persist across the rename without operator action. Idempotent per-process via a Lock-guarded _migrationChecked flag so repeated CertificateStorePath getter calls on the hot path pay no IO cost beyond the first. Fresh-install path (neither folder exists) + already-migrated path (only canonical exists) + manual-override path (both exist — developer has set up something explicit) are all no-ops that leave state alone. IOException on the Directory.Move is swallowed + logged as a false return so a concurrent peer process losing the race doesn't crash the consumer; the losing process falls back to whatever state exists. Five new ClientStoragePathsTests assert: GetRoot ends with canonical name under LocalAppData, GetPkiPath nests pki under root, CanonicalFolderName is OtOpcUaClient, LegacyFolderName is LmxOpcUaClient (the migration contract — a typo here would leak the legacy folder past the shim), repeat invocation returns false after first-touch arms the in-process guard. Doc-side residual-explanation notes in docs/Client.CLI.md + docs/Client.UI.md are dropped now that the rename is real; replaced with a short "pre-#208 dev boxes migrate automatically on first launch" note that points at ClientStoragePaths. Sample CLI invocations in Client.CLI.md updated via sed from lmxopcua-cli to otopcua-cli across every command block (14 replacements). Pre-existing staleness in SubscribeCommandTests.Execute_PrintsSubscriptionMessage surfaced during the test run — the CLI's subscribe command has long since switched to an aggregate "Subscribed to {count}/{total} nodes (interval: ...)" output format but the test still asserted the original single-node form. Updated the assertion to match current output + added a comment explaining the change; this is unrelated to the rename but was blocking a green Client.CLI.Tests run. Full solution build 0 errors; Client.Shared.Tests 136/136 + 5 new shim tests passing; Client.UI.Tests 98/98; Client.CLI.Tests 52/52 (was 51/52 before the subscribe-test fix). No Admin/Core/Server changes — this touches only the client layer.
2026-04-20 01:50:40 -04:00
Client.UI.md
Client rename residuals: lmxopcua-cli → otopcua-cli + LmxOpcUaClient → OtOpcUaClient with migration shim. Closes task #208 (the executable-name + LocalAppData-folder slice that was called out in Client.CLI.md / Client.UI.md as a deliberately-deferred residual of the Phase 0 rename). Six source references flipped to the canonical OtOpcUaClient spelling: Program.cs CliFx executable name + description (lmxopcua-cli → otopcua-cli), DefaultApplicationConfigurationFactory.cs ApplicationName + ApplicationUri (LmxOpcUaClient + urn:localhost:LmxOpcUaClient → OtOpcUaClient + urn:localhost:OtOpcUaClient), OpcUaClientService.CreateSessionAsync session-name arg, ConnectionSettings.CertificateStorePath default, MainWindowViewModel.CertificateStorePath default, JsonSettingsService.SettingsDir. Two consuming tests (ConnectionSettingsTests + MainWindowViewModelTests) updated to assert the new canonical name. New ClientStoragePaths static helper at src/ZB.MOM.WW.OtOpcUa.Client.Shared/ClientStoragePaths.cs is the migration shim — single entry point for the PKI root + pki subpath, runs a one-shot legacy-folder probe on first resolution: if {LocalAppData}/LmxOpcUaClient/ exists + {LocalAppData}/OtOpcUaClient/ does not, Directory.Move renames it in place (atomic on NTFS within the same volume) so trusted server certs + saved connection settings persist across the rename without operator action. Idempotent per-process via a Lock-guarded _migrationChecked flag so repeated CertificateStorePath getter calls on the hot path pay no IO cost beyond the first. Fresh-install path (neither folder exists) + already-migrated path (only canonical exists) + manual-override path (both exist — developer has set up something explicit) are all no-ops that leave state alone. IOException on the Directory.Move is swallowed + logged as a false return so a concurrent peer process losing the race doesn't crash the consumer; the losing process falls back to whatever state exists. Five new ClientStoragePathsTests assert: GetRoot ends with canonical name under LocalAppData, GetPkiPath nests pki under root, CanonicalFolderName is OtOpcUaClient, LegacyFolderName is LmxOpcUaClient (the migration contract — a typo here would leak the legacy folder past the shim), repeat invocation returns false after first-touch arms the in-process guard. Doc-side residual-explanation notes in docs/Client.CLI.md + docs/Client.UI.md are dropped now that the rename is real; replaced with a short "pre-#208 dev boxes migrate automatically on first launch" note that points at ClientStoragePaths. Sample CLI invocations in Client.CLI.md updated via sed from lmxopcua-cli to otopcua-cli across every command block (14 replacements). Pre-existing staleness in SubscribeCommandTests.Execute_PrintsSubscriptionMessage surfaced during the test run — the CLI's subscribe command has long since switched to an aggregate "Subscribed to {count}/{total} nodes (interval: ...)" output format but the test still asserted the original single-node form. Updated the assertion to match current output + added a comment explaining the change; this is unrelated to the rename but was blocking a green Client.CLI.Tests run. Full solution build 0 errors; Client.Shared.Tests 136/136 + 5 new shim tests passing; Client.UI.Tests 98/98; Client.CLI.Tests 52/52 (was 51/52 before the subscribe-test fix). No Admin/Core/Server changes — this touches only the client layer.
2026-04-20 01:50:40 -04:00
Configuration.md
Doc refresh (task #204) — operational docs for multi-process multi-driver OtOpcUa
2026-04-20 01:34:25 -04:00
DataTypeMapping.md
Doc refresh (task #202) — core architecture docs for multi-driver OtOpcUa
2026-04-20 01:33:28 -04:00
HistoricalDataAccess.md
Doc refresh (task #203) — driver docs split + drivers index + IHistoryProvider-aware HistoricalDataAccess
2026-04-20 01:33:53 -04:00
IncrementalSync.md
Doc refresh (task #202) — core architecture docs for multi-driver OtOpcUa
2026-04-20 01:33:28 -04:00
OpcUaServer.md
Doc refresh (task #202) — core architecture docs for multi-driver OtOpcUa
2026-04-20 01:33:28 -04:00
README.md
Doc refresh (task #206) — Client.CLI + Client.UI brand flip + new top-level docs/README.md index. Client.CLI.md: replaced stale LmxOpcUa-OPC UA-server references with OtOpcUa throughout the overview + sample output + applicationUri examples (opc.tcp://localhost:4840/OtOpcUa, urn:localhost:OtOpcUa:instanceN); confirmed against src/ZB.MOM.WW.OtOpcUa.Server/Program.cs:69-71 which sets the live endpoint url + application uri to those exact values. Added a driver-agnostic note in the overview — the CLI is reachable against every shipped driver surface because the OPC UA endpoint abstracts them all. Kept the lmxopcua-cli executable name + the {LocalAppData}/LmxOpcUaClient/pki/ PKI folder name AS-IS because those are real filesystem-level residuals the code still uses (Program.cs SetExecutableName + OpcUaClientService.cs:428) — flipping them requires migration shims so existing dev boxes don't lose their trusted-cert store; added explicit doc text explaining the residual + why it persists so future readers aren't confused. Fixed the sample connect-output "Server: LmxOpcUa" to "Server: OtOpcUa Server" matching the live ApplicationName in OpcUaServerOptions.cs:39. Client.UI.md: replaced the 4 LmxOpcUa references — overview one-liner, status-bar mock (now reads "OtOpcUa Server" matching the server's reported ApplicationName), endpoint-url example, settings persistence path. Same residual-explanation note added under the LmxOpcUaClient/settings.json path pointing at the Client.Shared session-factory literal at OpcUaClientService.cs:428. docs/README.md is new — a top-level index distinguishing the two documentation tiers (current reference at docs/*.md vs implementation history + design notes at docs/v2/*.md). Every current-reference doc gets a one-line role description in a section table (Architecture + data-path / Drivers / Operational / Client tooling / Requirements) so a new reader picking up the repo finds their way in without having to grep file names. Cross-link calls out that load-bearing references from top-level docs (plan.md decisions, admin-ui.md, acl-design.md, config-db-schema.md, driver-specs.md, dev-environment.md, test-data-sources.md) live under v2/. Notes up front that the project was renamed LmxOpcUa → OtOpcUa and that any remaining LmxOpcUa-string in paths is a deliberate residual with a migration follow-up, so readers don't chase phantom bugs. Four parallel doc-refresh agents currently working on the rest of docs/*.md (task #202 core architecture, #203 driver docs split, #204 operational, #205 requirements) — those commits will land on separate worktree branches + get folded in together once complete; this index already lists the docs they'll produce (drivers/README.md, drivers/Galaxy.md, drivers/Galaxy-Repository.md) so the final merge just has the content showing up where the index already points.
2026-04-20 01:25:18 -04:00
ReadWriteOperations.md
Doc refresh (task #202) — core architecture docs for multi-driver OtOpcUa
2026-04-20 01:33:28 -04:00
Redundancy.md
Doc refresh (task #204) — operational docs for multi-process multi-driver OtOpcUa
2026-04-20 01:34:25 -04:00
security.md
Doc refresh (task #204) — operational docs for multi-process multi-driver OtOpcUa
2026-04-20 01:34:25 -04:00
ServiceHosting.md
Doc refresh (task #204) — operational docs for multi-process multi-driver OtOpcUa
2026-04-20 01:34:25 -04:00
StatusDashboard.md
Doc refresh (task #204) — operational docs for multi-process multi-driver OtOpcUa
2026-04-20 01:34:25 -04:00
Subscriptions.md
Doc refresh (task #202) — core architecture docs for multi-driver OtOpcUa
2026-04-20 01:33:28 -04:00

README.md

OtOpcUa documentation

Two tiers of documentation live here:

  • Current reference at the top level (docs/*.md) — describes what's shipped today. Start here for operator + integrator reference.
  • Implementation history + design notes at docs/v2/*.md — the authoritative plan + decision log the current reference is built from. Start here when you need the why behind an architectural choice, or when a top-level doc says "see plan.md § X".

The project was originally called LmxOpcUa (a single-driver Galaxy/MXAccess OPC UA server) and has since become OtOpcUa, a multi-driver OPC UA server platform. Any lingering LmxOpcUa-string in a path you see in docs is a deliberate residual (executable name lmxopcua-cli, client PKI folder {LocalAppData}/LmxOpcUaClient/) — fixing those requires migration shims + is tracked as follow-ups.

Platform overview

  • Core owns the OPC UA stack, address space, session/security/subscription machinery.
  • Drivers plug in via capability interfaces in ZB.MOM.WW.OtOpcUa.Core.Abstractions: IDriver, IReadable, IWritable, ITagDiscovery, ISubscribable, IHostConnectivityProbe, IAlarmSource, IHistoryProvider, IPerCallHostResolver. Each driver opts into whichever it supports.
  • Server is the OPC UA endpoint process (net10, x64). Hosts every driver except Galaxy in-process; talks to Galaxy via a named pipe because MXAccess COM is 32-bit-only.
  • Admin is the Blazor Server operator UI (net10, x64). Owns the Config DB draft/publish flow, ACL + role-grant authoring, fleet status + /metrics scrape endpoint.
  • Galaxy.Host is a .NET Framework 4.8 x86 Windows service that wraps MXAccess COM on an STA thread for the Galaxy driver.

Where to find what

Architecture + data-path reference

Doc Covers
OpcUaServer.md Top-level server architecture — Core, driver dispatch, Config DB, generations
AddressSpace.md GenericDriverNodeManager + ITagDiscovery + IAddressSpaceBuilder
ReadWriteOperations.md OPC UA Read/Write → CapabilityInvoker → IReadable/IWritable
Subscriptions.md Monitored items → ISubscribable + per-driver subscription refcount
AlarmTracking.md IAlarmSource + AlarmSurfaceInvoker + OPC UA alarm conditions
DataTypeMapping.md Per-driver DriverAttributeInfo → OPC UA variable types
IncrementalSync.md Address-space rebuild on redeploy + sp_ComputeGenerationDiff
HistoricalDataAccess.md IHistoryProvider as a per-driver optional capability

Drivers

Doc Covers
drivers/README.md Index of the seven shipped drivers + capability matrix
drivers/Galaxy.md Galaxy driver — MXAccess bridge, Host/Proxy split, named-pipe IPC
drivers/Galaxy-Repository.md Galaxy-specific discovery via the ZB SQL database

For Modbus / S7 / AB CIP / AB Legacy / TwinCAT / FOCAS / OPC UA Client specifics, see v2/driver-specs.md.

Operational

Doc Covers
Configuration.md appsettings bootstrap + Config DB + Admin UI draft/publish
security.md Transport security profiles, LDAP auth, ACL trie, role grants, OTOPCUA0001 analyzer
Redundancy.md RedundancyCoordinator, ServiceLevelCalculator, apply-lease, Prometheus metrics
ServiceHosting.md Three-process deploy (Server + Admin + Galaxy.Host) install/uninstall
StatusDashboard.md Pointer — superseded by v2/admin-ui.md

Client tooling

Doc Covers
Client.CLI.md lmxopcua-cli — command-line client
Client.UI.md Avalonia desktop client

Requirements

Doc Covers
reqs/HighLevelReqs.md HLRs — numbered system-level requirements
reqs/OpcUaServerReqs.md OPC UA server-layer reqs
reqs/ServiceHostReqs.md Per-process hosting reqs
reqs/ClientRequirements.md Client CLI + UI reqs
reqs/GalaxyRepositoryReqs.md Galaxy-scoped repository reqs
reqs/MxAccessClientReqs.md Galaxy-scoped MXAccess reqs
reqs/StatusDashboardReqs.md Pointer — superseded by Admin UI

Implementation history (docs/v2/)

Design decisions + phase plans + execution notes. Load-bearing cross-references from the top-level docs:

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