shopdb-flask/docs/proposals/device-identity.md

Proposal: one identity for the device a PC drives, ending in the registry

Status: PHASE 1 DONE (shipped after 0.12.0). Phases 2 and 3 not started. Author: planning session 2026-08-20.

1. What this is

A shop-floor PC often drives something: a CMM, a Keyence, a Genspect, a wax-trace unit, a part marker. ShopDB needs to know WHICH one, and the answer has to survive the PC being replaced.

Today that answer is assembled from whatever each bay family happens to have, and two of the three sources are derived from the PC itself, so they do not survive a swap. This proposal converges them on one identity, moves it from files to the registry, and does it in three phases so no bay is stranded.

2. Why PC-derived identity fails

Two mechanisms stand in for a real identity today:

• Reuse: look for a prior collector link from THIS PC asset.
• Mint: build <PC assetnumber>-<SUFFIX>, and a PC's asset number is its hostname.

Both survive a re-image. Neither survives a PC SWAP. A new hostname is a new PC asset with no prior link and a predicted number that has never existed, so the same physical device gets a SECOND record while the first keeps its config and its backup history under a dead PC's name.

That is not hypothetical: minting from the hostname left 43 legacy MT-#### tools shadowed by minted twins, three records deep in places.

3. The rail that must not be crossed

machinenumber answers "WHICH BAY is this" and is what GE-Enforce TargetMachineNumbers gates on. The device identity answers "WHICH DEVICE is this". They are different facts and must stay in different fields.

Putting a device id into the machine-number channel would silently stop every bay-gated manifest entry from matching - a failure that looks like nothing happening, on every cycle, with no error anywhere.

4. Where identity comes from today

Bay family	Identity source	Survives a PC swap
DNC / collections	MachineNo in the eDNC/NTLARS registry	yes
CMM	C:\Enrollment\cmm\cmmid.txt	yes, but see below
Keyence, Genspect, wax-trace	nothing, before phase 1	no
Part markers	nothing, before phase 1	no

cmmid.txt is not only an identity file. It is a PATH KEY, and that is why it cannot simply be retired:

Consumer	Use
resolve-cmm-bay-config.ps1	writes it
Verify-And-Heal-Staging.ps1	stages installers-post\cmm\backups\<cmmid>
09-Setup-CMM.ps1	locates the bay's staged backup set
Restore-CMM.ps1	restores from <BackupRoot>\<cmmid>\, same-bay by design
collector	reads it as machineNo

Only the last row is an identity use. The rest address directories by it.

It is also doing the job badly: for a CMM bay it reports the INSTRUMENT's id in the machinenumber channel, and the server then resolves it back to a measuring tool at step 4 of its own fallback chain. That round trip is what phases 2 and 3 remove.

Phase 1 - one field, one file (DONE)

The collector accepts a single deviceid, read from C:\Enrollment\asset-id.txt and resolved BEFORE anything PC-derived, for every device family.

• One file for every bay with no MachineNo registry to identify it.
• It names the asset and NOT its type: the pc-type already says what kind of device it is, through SUBORDINATE_DEVICE_MAP, so a device type declared later through subordinatedevice_<pctype> needs no new file and no client change.
• Wire field is deviceid, not assetid, because assetid is already this contract's RESPONSE field for a PC's integer primary key.
• measuringtoolid (0.12.0) is accepted as an alias and the older file is still read, so a bay staged in that window keeps reporting.
• Guards: an unresolvable value warns rather than minting a phantom, and a value resolving to the WRONG KIND of asset is refused with the asset named.

Nothing was removed. Every previous fallback still runs, one place lower.

Phase 2 - imaging writes it, and cmmid.txt stops being an identity

Repository: the PXE/imaging repo, not this one. Needs deploying to the live server, not only committing - the live boot image is authoritative.

1. resolve-cmm-bay-config.ps1 writes C:\Enrollment\asset-id.txt ALONGSIDE cmmid.txt. Two files, two questions: the identity, and the backup-set key. cmmid.txt keeps every path use it has today.
2. Every other device pc-type writes asset-id.txt at imaging from its bay config. Bays with no device write nothing, and the file's absence stays meaningful.
3. The collector demotes cmmid.txt to last place in the machine-number chain and stops being the intended path for CMM identity. It is still read, so a grandfathered bay that never gets re-imaged keeps reporting.
4. The value written is the device's assetnumber as ShopDB holds it. Where a CMM's asset number is already its bay id (CMM3), phase 2 is a no-op in content and a change only in which file carries it.

Exit criterion: a report from a re-imaged bay of each device family carries deviceid, and no bay of those families relies on the cmmid.txt fallback. The collector response warnings are the check: an adopted device is silent, a minted one is not.

Phase 3 - identity moves to the registry

HKLM:\SOFTWARE\GE\ShopDB\DeviceId.

This is the destination because the registry survives the profile cleanup and disk hygiene that eats C:\Enrollment, is readable as SYSTEM with no file ACL to get wrong, and is already how a DNC bay is identified. It needs no new key and no new read path: the collector already opens HKLM:\SOFTWARE\GE\ShopDB (and the WOW6432Node variant) for BaseUrl and ApiToken, and Install-GEEnforce.ps1 already writes that key.

One value, every family. DeviceId is a single registry value, not a key per device type. The client sends one field and the pc-type decides which sync consumes it, exactly as asset-id.txt works in phase 1, so:

Bay	DeviceId holds	Replaces
CMM	the instrument's assetnumber	cmmid.txt as IDENTITY only
Keyence	the instrument's assetnumber	nothing; had none
Genspect	the instrument's assetnumber	nothing; had none
wax-trace	the instrument's assetnumber	nothing; had none
part marker	the marker's assetnumber	minting from the hostname

A device family added later through subordinatedevice_<pctype> is covered on the day it is declared, with no client change and no new registry value.

Resolution order after phase 3:

1. HKLM:\SOFTWARE\GE\ShopDB\DeviceId
2. C:\Enrollment\asset-id.txt
3. C:\Enrollment\measuringtool-id.txt (0.12.0 window)
4. C:\Enrollment\cmm\cmmid.txt as machineNo (grandfathered CMM bays)

Then, and only then, the file branches can be deleted one at a time, newest first, each when no bay has reported through it for a full inventory cycle.

cmmid.txt survives phase 3 regardless, as the CMM backup-set path key. It is not on the deletion list; only its identity use is.

Doing phase 3 early is cheaper than doing it late

If the registry read lands before imaging is changed, phase 2 can write the REGISTRY for new bays and skip the file era entirely for them. The file then exists only for bays staged in the window between phase 1 and phase 2, and the eventual cleanup is deleting a code branch rather than sweeping the fleet.

The cost of adding the read now is one branch in the client and one row in the docs. The cost of adding it after every bay has a file is a migration.

5. What this does not change

• machinenumber and its GE-Enforce gating. Untouched in all three phases.
• A part marker still files partof the operation from machinenumber. The device identity says WHICH marker the PC controls, not which operation that marker belongs to.
• Minting. It stays as the last resort for a bay that names nothing, because a device nobody declared is still better recorded than not recorded. Anything minted should be treated as a placeholder to be reconciled.

6. Before phase 2: find what is already duplicated

Phase 1 stops NEW duplicates. It does not merge the ones a PC swap has already created. Before imaging starts writing files, run a read-only query for device assets whose controlling PC no longer exists, or whose asset number carries a hostname that is not a current PC. That list is the reconciliation backlog, and it is much easier to read before the fleet starts reporting new identities over the top of it.

7. Rollback

Each phase is independently reversible because nothing is removed until the phase after it proves the replacement:

• Phase 1: stop sending deviceid and every previous fallback still runs.
• Phase 2: stop writing asset-id.txt and bays fall back to what they used before.
• Phase 3: stop writing the registry value and bays fall back to the file.

The only irreversible step is deleting a fallback branch, which is deliberately outside all three phases.