Files
lmxopcua/docs/v2/v2-release-readiness.md
Joseph Doherty 3b2d0474a7 v2 release-readiness capstone — aggregate compliance runner + release-readiness dashboard
Closes out Phase 6 with the two pieces a release engineer needs before
tagging v2 GA:

1. scripts/compliance/phase-6-all.ps1 — meta-runner that invokes every
   per-phase Phase 6.N compliance script in sequence + aggregates results.
   Each sub-script runs in its own powershell.exe child process so per-script
   $ErrorActionPreference + exit semantics can't interfere with the parent.
   Exit 0 = every phase passes; exit 1 = one or more phases failed. Prints a
   PASS/FAIL summary matrix at the end.

2. docs/v2/v2-release-readiness.md — single-view dashboard of everything
   shipped + everything still deferred + release exit criteria. Called out
   explicitly:
   - Three release BLOCKERS (must close before v2 GA):
     * Phase 6.2 Stream C dispatch wiring — AuthorizationGate exists but no
       DriverNodeManager Read/Write/etc. path calls it (task #143).
     * Phase 6.1 Stream D follow-up — ResilientConfigReader + sealed-cache
       hook not yet consumed by any read path (task #136).
     * Phase 6.3 Streams A/C/F — coordinator + UA-node wiring + client
       interop still deferred (tasks #145, #147, #150).
   - Three nice-to-haves (not release-blocking) — Admin UI polish, background
     services, multi-host dispatch.
   - Release exit criteria: all 4 compliance scripts exit 0, dotnet test ≤ 1
     known flake, blockers closed or v2.1-deferred with written decision,
     Fleet Admin signoff on deployment checklist, live-Galaxy smoke test,
     OPC UA CTT pass, redundancy cutover validated with at least one
     production client.
   - Change log at the bottom so future ships of deferred follow-ups just
     append dates + close out dashboard rows.

Meta-runner verified locally:
  Phase 6.1 — PASS
  Phase 6.2 — PASS
  Phase 6.3 — PASS
  Phase 6.4 — PASS
  Aggregate: PASS (elapsed 340 s — most of that is the full solution
  `dotnet test` each phase runs).

Net counts at capstone time: 906 baseline → 1159 passing across Phase 6
(+253). 15 deferred follow-up tasks tracked with IDs (#134-137, #143-144,
#145, #147, #149-150, #153, #155-157). v2 is NOT YET release-ready —
capstone makes that explicit rather than letting the "shipped" label on
each phase imply full readiness.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 10:32:21 -04:00

103 lines
7.9 KiB
Markdown
Raw Blame History

This file contains ambiguous Unicode characters
This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.
# v2 Release Readiness
> **Last updated**: 2026-04-19 (Phase 6.4 data layer merged)
> **Status**: **NOT YET RELEASE-READY** — four Phase 6 data-layer ships have landed, but several production-path wirings are still deferred.
This doc is the single view of where v2 stands against its release criteria. Update it whenever a deferred follow-up closes or a new release blocker is discovered.
## Release-readiness dashboard
| Phase | Shipped | Status |
|---|---|---|
| Phase 0 — Rename + entry gate | ✓ | Shipped |
| Phase 1 — Configuration + Admin scaffold | ✓ | Shipped (some UI items deferred to 6.4) |
| Phase 2 — Galaxy driver split (Proxy/Host/Shared) | ✓ | Shipped |
| Phase 3 — OPC UA server + LDAP + security profiles | ✓ | Shipped |
| Phase 4 — Redundancy scaffold (entities + endpoints) | ✓ | Shipped (runtime closes in 6.3) |
| Phase 5 — Drivers | ⚠ partial | Galaxy / Modbus / S7 / OpcUaClient shipped; AB CIP / AB Legacy / TwinCAT / FOCAS deferred (task #120) |
| Phase 6.1 — Resilience & Observability | ✓ | **SHIPPED** (PRs #7883) |
| Phase 6.2 — Authorization runtime | ◐ core | **SHIPPED (core)** (PRs #8488); dispatch wiring + Admin UI deferred |
| Phase 6.3 — Redundancy runtime | ◐ core | **SHIPPED (core)** (PRs #8990); coordinator + UA-node wiring + Admin UI + interop deferred |
| Phase 6.4 — Admin UI completion | ◐ data layer | **SHIPPED (data layer)** (PRs #9192); Blazor UI + OPC 40010 address-space wiring deferred |
**Aggregate test counts:** 906 baseline (pre-Phase-6) → **1159 passing** across Phase 6. One pre-existing Client.CLI `SubscribeCommandTests.Execute_PrintsSubscriptionMessage` flake tracked separately.
## Release blockers (must close before v2 GA)
Ordered by severity + impact on production fitness.
### Security — Phase 6.2 dispatch wiring (task #143)
The `AuthorizationGate` + `IPermissionEvaluator` + `PermissionTrie` stack is fully built and unit-tested, **but no dispatch path in `DriverNodeManager` actually calls it**. Every OPC UA Read / Write / HistoryRead / Browse / Call / CreateMonitoredItems on the live server currently runs through the pre-Phase-6.2 code path (which gates Write via `WriteAuthzPolicy` only — no per-tag ACL).
Closing this requires:
- Thread `AuthorizationGate` through `OpcUaApplicationHost → OtOpcUaServer → DriverNodeManager` (the same plumbing path Phase 6.1's `DriverResiliencePipelineBuilder` took).
- Build a `NodeScopeResolver` that maps `fullRef → NodeScope` via a live DB lookup of the tag's UnsArea / UnsLine / Equipment path. Cache per generation.
- Call `gate.IsAllowed(identity, operation, scope)` in OnReadValue / OnWriteValue / the four HistoryRead paths / Browse / Call / Acknowledge/Confirm/Shelve / CreateMonitoredItems / TransferSubscriptions.
- Stamp MonitoredItems with `(AuthGenerationId, MembershipVersion)` per decision #153 so revoked grants surface `BadUserAccessDenied` within one publish cycle.
- 3-user integration matrix covering each operation × allow/deny.
**Strict mode default**: start lax (`Authorization:StrictMode = false`) during rollout so deployments without populated ACLs keep working. Flip to strict once ACL seeding lands for production clusters.
### Config fallback — Phase 6.1 Stream D wiring (task #136)
`ResilientConfigReader` + `GenerationSealedCache` + `StaleConfigFlag` all exist but nothing consumes them. The `NodeBootstrap` path still uses the original single-file `LiteDbConfigCache` via `ILocalConfigCache`; `sp_PublishGeneration` doesn't call `GenerationSealedCache.SealAsync` after commit; the Configuration read services don't wrap queries in `ResilientConfigReader.ReadAsync`.
Closing this requires:
- `sp_PublishGeneration` (or its EF-side wrapper) calls `SealAsync` after successful commit.
- DriverInstance enumeration, LdapGroupRoleMapping fetches, cluster + namespace metadata reads route through `ResilientConfigReader.ReadAsync`.
- Integration test: SQL container kill mid-operation → serves sealed snapshot, `UsingStaleConfig` = true, driver stays Healthy, `/healthz` body reflects the flag.
### Redundancy — Phase 6.3 Streams A/C/F (tasks #145, #147, #150)
`ServiceLevelCalculator` + `RecoveryStateManager` + `ApplyLeaseRegistry` exist as pure logic. **No code invokes them at runtime.** The OPC UA server still publishes a static `ServiceLevel`; `ServerUriArray` still carries only self; no coordinator reads cluster topology; no peer probing.
Closing this requires:
- `RedundancyCoordinator` singleton reads `ClusterNode` + peer list at startup (Stream A).
- `PeerHttpProbeLoop` + `PeerUaProbeLoop` feed the calculator.
- OPC UA node wiring: `ServiceLevel` becomes a live `BaseDataVariable` on calculator observer output; `ServerUriArray` includes self + peers; `RedundancySupport` static from `RedundancyMode` (Stream C).
- `sp_PublishGeneration` wraps in `await using var lease = coordinator.BeginApplyLease(...)` so the `PrimaryMidApply` band fires during actual publishes.
- Client interop matrix validation against Ignition / Kepware / Aveva OI Gateway (Stream F).
### Remaining drivers (task #120)
AB CIP, AB Legacy, TwinCAT ADS, FOCAS drivers are planned but unshipped. Decision pending on whether these are release-blocking for v2 GA or can slip to a v2.1 follow-up.
## Nice-to-haves (not release-blocking)
- **Admin UI** — Phase 6.1 Stream E.2/E.3 (`/hosts` column refresh), Phase 6.2 Stream D (`RoleGrantsTab` + `AclsTab` Probe), Phase 6.3 Stream E (`RedundancyTab`), Phase 6.4 Streams A/B UI pieces, Stream C DiffViewer, Stream D `IdentificationFields.razor`. Tasks #134, #144, #149, #153, #155, #156, #157.
- **Background services** — Phase 6.1 Stream B.4 `ScheduledRecycleScheduler` HostedService (task #137), Phase 6.1 Stream A analyzer (task #135 — Roslyn analyzer asserting every capability surface routes through `CapabilityInvoker`).
- **Multi-host dispatch** — Phase 6.1 Stream A follow-up (task #135). Currently every driver gets a single pipeline keyed on `driver.DriverInstanceId`; multi-host drivers (Modbus with N PLCs) need per-PLC host resolution so failing PLCs trip per-PLC breakers without poisoning siblings. Decision #144 requires this but we haven't wired it yet.
## Running the release-readiness check
```bash
pwsh ./scripts/compliance/phase-6-all.ps1
```
This meta-runner invokes each `phase-6-N-compliance.ps1` script in sequence and reports an aggregate PASS/FAIL. It is the single-command verification that what we claim is shipped still compiles + tests pass + the plan-level invariants are still satisfied.
Exit 0 = every phase passes its compliance checks + no test-count regression.
## Release-readiness exit criteria
v2 GA requires all of the following:
- [ ] All four Phase 6.N compliance scripts exit 0.
- [ ] `dotnet test ZB.MOM.WW.OtOpcUa.slnx` passes with ≤ 1 known-flake failure.
- [ ] Release blockers listed above all closed (or consciously deferred to v2.1 with a written decision).
- [ ] Production deployment checklist (separate doc) signed off by Fleet Admin.
- [ ] At least one end-to-end integration run against the live Galaxy on the dev box succeeds.
- [ ] OPC UA conformance test (CTT or UA Compliance Test Tool) passes against the live endpoint.
- [ ] Non-transparent redundancy cutover validated with at least one production client (Ignition 8.3 recommended — see decision #85).
## Change log
- **2026-04-19** — Phase 6.4 data layer merged (PRs #9192). Phase 6 core complete. Capstone doc created.
- **2026-04-19** — Phase 6.3 core merged (PRs #8990). `ServiceLevelCalculator` + `RecoveryStateManager` + `ApplyLeaseRegistry` land as pure logic; coordinator / UA-node wiring / Admin UI / interop deferred.
- **2026-04-19** — Phase 6.2 core merged (PRs #8488). `AuthorizationGate` + `TriePermissionEvaluator` + `LdapGroupRoleMapping` land; dispatch wiring + Admin UI deferred.
- **2026-04-19** — Phase 6.1 shipped (PRs #7883). Polly resilience + Tier A/B/C stability + health endpoints + LiteDB generation-sealed cache + Admin `/hosts` data layer all live.