TL;DR: I do not understand the reason for new text, and would vote against it.

I am probably being thick, but I can see three cases of ULAs in home network:

[1] something not from HNCP (e.g. from ISP, from some IoT gateway device, 
configuration, ..) that are essentially static from HNCP point of view, and 
just routable to,

[2] something not from HNCP (e.g. from ISP, from some IoT gateway device, 
configuration, ..) that also (partially) delegated to HNCP (also obviously 
routable to),

and

[3] HNCP generated (spontaneous) ULA (relatively dynamic), exactly 1 of them 
(or 0 if you buy the SHOULD argument which I do not).

My assertion:

Given HNCP generated one spans whole administrative domain, _and_ should not 
have routing anywhere outside it, it’s uniqueness does not _matter_. 

Therefore, what is the case for having to deal with ULA changing in case of 
network split/merge?

Case 1: Let us imagine split; I give one of my homenet routers to my neighbor. 
My neighbor winds up using same ULA. It has different owner, it does not talk 
with my network devices, and nobody knows they have same ULA nor cares if they 
do.

Case 2: Eventually, my neighbor gives the router back to me. I give it either 
physical access (wire) or appropriate wireless credentials. Again, it does not 
matter it has the same ULA, as long as the /64s it has assigned on it’s 
interfaces do not conflict what is in the rest of the network, and given it is 
[3] prefix, HNCP should take care of it.
(Hell, even [2] type prefix would be fine too in this case).

Only case where having same ULA in multiple places would matter, if you plan to 
route traffic between those places. Due to that, [3] case MUST NOT conflict 
with whatever comes from [1]/[2], but within [3] type, it does not matter at 
all. Internal is internal.

However, the case 2 looks much different if the ULA prefixes in the merge are 
different. Then you have to renumber either devices connected to the added 
router, or to the rest of the homenet. Due to that, I would advocate clearing 
ULA state before doing the merge to prevent wrong side of the fence winning the 
ULA allocation arms race. And having 2 ULAs in a home network as result of that 
is just wrong, from my point of view. Still, renumbering devices connected to 
router being added to your homenet sounds perfectly acceptable in case the ULA 
is of type [3]. If it is [1]/[2], just more than one ULA is also fine so it 
would not be applicable here anyway.

I have not looked at the draft text, but expressing these ideas should not be 
hard. The new text I strongly disagree with.

Cheers,

-Markus
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