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lmxopcua/docs
Joseph Doherty f2c1cc84e9 Phase 7 plan doc — scripting runtime + virtual tags + scripted alarms + historian alarm sink. Draft output from the 2026-04-20 interactive planning session. Phase 7 is the last phase before v2 release readiness; adds two additive runtime capabilities on top of the existing driver + Equipment address-space foundation: (1) virtual (calculated) tags — OPC UA variables whose values are computed by user-authored C# scripts against other tags, evaluated on change and/or timer, living in the existing Equipment tree alongside driver tags, behaving identically to clients; (2) Part 9 scripted alarms — full state machine (EnabledState/ActiveState/AckedState/ConfirmedState/ShelvingState) with persistent operator-supplied state across restarts, complementing (not replacing) the existing Galaxy-native and AB CIP ALMD alarm sources. A third tie-in capability — Aveva Historian as alarm system of record — routes every qualifying alarm transition from any IAlarmSource (scripted + Galaxy + ALMD) through a local SQLite store-and-forward queue to Galaxy.Host, which uses its already-loaded aahClientManaged DLLs to write to the Historian alarm schema; per-alarm HistorizeToAveva toggle gates which sources flow (default off for Galaxy-native to avoid duplicating the direct Galaxy historian path, default on for scripted).
Locks in 22 design decisions from the planning conversation: C# via Roslyn scripting; virtual tags in the Equipment tree (not a separate /Virtual/ namespace); change-driven + timer-driven triggers operator-configurable per tag; Shape A one-script-per-tag-or-alarm (no predicate/action split); full OPC UA Part 9 alarm fidelity; read-only sandbox (scripts read any tag, write only to virtual tags, no File/HttpClient/Process/reflection); AST-inferred dependencies via CSharpSyntaxWalker (non-literal tag paths rejected at publish); config DB storage with generation-sealed cache; ctx.GetTag returns a full DataValue {Value, StatusCode, Timestamp}; per-tag Historize checkbox; per-tag error isolation (throwing script sets tag quality BadInternalError, engine unaffected); dedicated scripts-*.log Serilog sink bound to ctx.Logger; alarm message as template with {TagPath} substitution resolved at event emission; ActiveState recomputed from tags on startup while EnabledState/AckedState/ConfirmedState/ShelvingState + audit persist to config DB; historian sink scope = all IAlarmSource impls with per-alarm toggle; SQLite store-and-forward on the node so operators are never blocked by Historian downtime; IPC to Galaxy.Host for ingestion reusing the already-loaded aahClientManaged DLLs; Monaco editor for Admin code editing; serial cascade evaluation for v1 (parallel as follow-up); shelving UX via OPC UA method calls only with no custom Admin controls (operator drives state transitions from plant HMIs or Client.CLI); 30-day dead-letter retention with manual retry button; test harness accepts only declared-input paths so the harness enforces dependency declaration.

Eight streams totaling ~10-12 weeks, scope-comparable to Phase 6: A - Core.Scripting (Roslyn engine + sandbox + AST inference + logger); B - virtual tag engine (dependency graph + change/timer schedulers + historize); C - scripted alarm engine (Part 9 state machine + template messages + startup recovery + OPC UA method binding); D - historian alarm sink (SQLite store-and-forward + Galaxy.Host IPC contract extension); E - config DB schema (four new tables under sp_PublishGeneration); F - Admin UI scripting tab (Monaco + test harness + dependency preview + script-log viewer + historian diagnostics); G - address-space integration (extend EquipmentNodeWalker for virtual source kind + extend DriverNodeManager dispatch); H - exit gate.

Compliance-check surface covers sandbox escape (typeof/Assembly.Load/File/HttpClient attempts must fail at compile), dependency inference (literal-only paths), change cascade (topological ordering), cycle rejection at publish, startup recovery (ack/confirm/shelve survive restart but ActiveState recomputed), ack audit trail persistence, historian queue durability (Galaxy.Host offline → online drains in-order), per-alarm historian toggle gating, script timeout isolation, log sink isolation, ACL binding (virtual tags inherit Equipment scope grants).

Follow-up artifacts tracked as tasks #231-#238 (stream placeholders). Supporting doc updates (plan.md §6 Migration Strategy, config-db-schema.md §§ for the four new tables, driver-specs.md §Alarm semantics clarification, new ADR-002 for driver-vs-virtual dispatch) will land alongside the streams that touch them, not in this doc.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-20 16:05:12 -04:00
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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 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
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

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 → CapabilityInvokerIReadable/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: