# Description Bound managed-session recovery, preserve Publish workers and recovery ownership, and address the client, server, transport, and certificate audit findings and subsequent concurrency review. Also reduce the memory retained by exhaustive session-test diagnostics. ## Recovery and Publish ownership - Add `ManagedSessionOptions.ChannelReconnectTimeout` through direct construction, the fluent builder, and DI. The automatic duration is `max(3 * KeepAliveInterval, revised SessionTimeout, OperationTimeout)`, sampled at cycle start. Positive overrides are supported; `Timeout.InfiniteTimeSpan` explicitly opts out. Raw sessions retain their unlimited default. - Add `CreateReconnectBudget(TimeProvider)` as a required `IReconnectParticipant` member, as agreed in review. Custom participants implement it and may return null for no participant-specific bound. - Enforce the earliest participant/caller deadline through transport reconnect, activation/recreation, and subscription restoration. Late callers can shorten an active cycle but cannot extend it. - Cancel and unwind recovery, fence late responses, and release channel recovery ownership before the existing `Faulted` event hands control to the outer reconnect/failover policy. Preserve session recreate admission through final Publish cleanup and keepalive suppression until shared recovery is complete. - Treat participant budget creation/evaluation failures, including exceptions at the exact deadline, as terminal shared-recovery failures. Notify participants before exposing `Faulted`, preserve the original diagnostic, and never silently replace a finite budget with unlimited recovery. - Keep caller-supplied replacement channels, managed bindings, wrapper event subscriptions, and recovery-owner identities consistent across success, failure, and cancellation. Reject replacement during active recovery and fence retired callbacks so they cannot clear newer ownership or suppress later keepalive recovery. - Retain eligible Publish workers through temporary subscription-identifier clearing without retaining workers for never-created or removed subscriptions. Preserve cancellation, acknowledgement rollback, and drain-before-replacement ordering. - Coordinate automatic subscription updates with session recovery: cancel admitted updates, keep them paused across a failed-restoration handoff, and retry only after explicit restoration completes. This prevents competing CreateSubscription requests and updates against a retiring session, while preserving manual recreation, transfer fallback, and pending option changes. - Exercise the real ManagedSession, V2 subscription engine, and channel ready gate with scripted transports and an injected clock. Cover transfer fallback, deadline handoff, late completions, and resumed notification delivery. ## Audit and review corrections - Correct certificate/trust-list transactions, change-pump lifetimes, validation, peer revalidation, and reset/resource ownership. - Harden node admission, attribute/range/dimension validation, monitored-item sampling and lifecycle transitions, event fanout, and server shutdown. Run lifecycle readiness and compensation outside shared monitored-item admission, with stale-completion ownership checks. - Close synchronous node-manager admission before teardown and retain resources until admitted service, lifecycle, and asynchronous method work returns. Dispose the monitored-item manager outside both locks, reject late calls before they can reach it, and forward asynchronous disposal through the adapter so the master awaits the same completion. Preserve reentrant shutdown initiation, cancellation/failure unwinding, and shared cleanup-failure reporting. - Bound WSS pending-request retention using connection-local wire handles while preserving caller-visible request handles and translating Cancel targets. Safely ignore retired replies and drain admitted send/close users before resource disposal. - Clarify that the shared `ClientBase` caller-handle sequence is distinct from the non-wrapping WSS wire allocator. Existing exhaustion/reopen, late-reply, and Cancel-translation regressions verify the connection-local contract; no allocator behavior was changed by this clarification. - Preserve virtual-node validation and resolver service errors instead of converting them to cached misses. A mismatched NodeId reports `BadNodeIdInvalid`; callback type mismatches and resolver service errors keep their exact status. Per-item boundaries preserve unaffected reads, writes, history operations, method calls, browse paths, and monitored-item creation/restoration, including permission-validation paths. Caller cancellation still propagates; stored-item validation failures are logged without aborting later restores. - Correct client file/role/state-machine/streaming APIs, node-cache behavior, redundancy/failover ownership, and session configuration/identity handling. - Cancel each owned peer-discovery scope before disposing it, including when the bounded wait wins a cancellation-delivery race. Keep late results out of the endpoint cache and preserve single-flight lookup ownership. - Keep materialized alias Browse results synchronized with the live store by default, preserving explicit startup-only opt-out. Apply HistoryUpdate service results per value while retaining explicit all-or-nothing provider APIs. - Update the directly related feature documentation and add focused positive, negative, concurrency, and ownership regressions. ## Latest review-feedback corrections - Fence stale failed lease observations with a successful-confirmation generation distinct from the revocation epoch. Snapshot it before each store read, including failed-CAS revalidation, so an old failure cannot revoke or reschedule a newer lease while fresh ownership loss still revokes leadership. Preserve independent overlapping acquisitions, expiry, disposal, and late-success protections. - Isolate attributable WSS response-decoding errors to their request, including retired handles. Keep admitted socket sends connection-owned so caller timeout/cancellation cannot abort sibling requests; shutdown still cancels and drains those sends. - Restart keepalive and classic Publish replenishment after successful session reuse. Retire V2 worker demand after intentional deletion/disable without confusing that state with temporary recovery resets. - Browse virtual directories lazily across continuation pages without the 1,024-entry snapshot cap. Preserve active-page cancellation, bounded metadata retention, pushback, and exactly-once asynchronous cursor cleanup. - Apply certificate/CRL staging in last-operation order, preflight required issuer storage before writes, select actual policy-compatible RSA keys for None endpoints, frame certificate chains independently of signature OIDs, and preserve admitted validation results during rejected-writer shutdown. - Preserve base asynchronous disposal when a legacy override omits its base call; avoid double derived disposal in the adapter. Let genuinely admitted nested work finish while rejecting stale captured contexts and returning null from closed lookup APIs. - Re-park recovered monitored items if AddNodes rolls back. Give event compensation a fresh finite deadline, and preserve healthy Browse/Translate siblings at every reference/path boundary while retaining starting-node errors and caller cancellation. - Give final reconnect notifications a live, bounded shutdown-linked lifetime. Synchronize child state before parent lifecycle handlers outside the parent transition lock. - Document the accepted existing policies: direct reverse connections are single-use without a ReverseConnectManager, and multi-node stream capacity is shared rather than reserved per node. The expanded readiness controls also exposed a real generation-handoff race: an old source could finish draining after activation was deferred but before readiness tasks were collected, causing the wanted replacement to be omitted from the wait set. A deterministic test gates that exact interval; the fix keeps the replacement in the readiness wait. The original race passed 200 repetitions after the fix. A separate control now awaits both producer readiness and iterator entry under the same original deadline, rather than treating those independent signals as equivalent. Temporary logging and repetition are removed. ## CI integration contracts The History and Server CI failures exposed integration tests that still asserted the behavior intentionally changed by the audit fixes. A Windows WoT negative test raced its caller deadline against upstream retries. A subsequent Ubuntu Client failure exposed a real automatic-update versus explicit-restoration race: - History insertion collisions now verify exact per-value statuses and all persisted timestamps/values, including preservation of the existing conflicting entry. Explicit atomic-provider rollback controls remain. - Alias materialization tests wait for actual publication and verify the added node plus forward/inverse `AliasFor` references, instead of racing a startup-only snapshot expectation. Explicit refresh opt-out controls remain. - The unavailable-upstream WoT test uses an explicit finite retry policy through existing DI configuration, preserving its original four-minute guard and requiring a mapped-value service error before caller cancellation. Production retry defaults remain unchanged. - The Client fix retains the exact one-create and late-response assertions. Three deterministic real-subscription/real-manager cases cover paused creation, disposal while paused, and cancellation of an admitted create followed by explicit restoration and a pending option update. Both composed restoration-deadline cases also prove automatic updates stay blocked at the outer handoff and resume after restoration. - The merged-head net48 correction prevents lost peer-resolver cancellation and distinguishes the harness's delayed initial `Connected` event from actual outer recovery completion. A deterministic timer-order test covers both cooperative and cancellation-ignoring resolvers, cancellation before return, rejection of late cached results, and a fresh subsequent lookup. - The remaining CodeQL alert was a false content flow through `ArrayOf.Count` into an integer-only trust-list summary. Projecting the same count through `Span.Length` keeps cardinality distinct from serialized contents without allocating, dropping diagnostics, suppressing the rule, or dismissing the alert. Five log-contract cases cover null/empty/nonempty results and mixed chain-capable/fallback listeners, asserting the exact count, message, and structured properties. - Classic transfer acknowledges messages selected for asynchronous Republish only after their responses arrive. The existing locked replay-selection decision returns the immediate-acknowledgement subset to Session, preserving the public transfer API, advertised availability, and immediate acknowledgement of older gapped messages not selected for replay. A callback changing `RepublishAfterTransfer` cannot change the already-selected acknowledgement ownership. - Transfer integration tests explicitly control acknowledged versus retained origin messages. Exact assertions distinguish retained replay from requested fresh initial values by sequence number, client handles, values, status, and source timestamp. Atomic counters, observed delivery/keepalive progress, and failure-safe session/file cleanup replace timing assumptions and racy resets. - Server lifecycle tests verify the documented independent five-second compensation deadline rather than requiring a non-cancellable token. They cancel the actual request, prove compensation and unrelated monitored-item creation still proceed one tick before the deadline, preserve the original failure and ownership assertions, and verify the completed deadline is retired. - Synchronous and asynchronous directory-browser tests require the exact provider exception instead of an empty-directory success, then verify the failed cursor is not enumerated again. These correct expectations left behind by the intentional, documented provider-error propagation change; production behavior is unchanged. No tests were disabled, assertions loosened, coverage thresholds lowered, or CI checks made optional. Existing platform exclusions and Explicit debug variants remain. ## Related Issues - Fixes #4514 - Fixes #4515 - Builds on merged #4503 and retains the #4508 publishing-drain behavior. ## Validation **Lease-election review correction (`a13afa641182c70983e16bbcfebf507e666a45a5`):** The correction is based on the existing upstream merge `43079e2b851fe338a4082066f8d14abfdafb6e32`. Three deterministic stale-verdict cases fail on the original source and pass with separate confirmation fencing. Six new cases cover the initial foreign-owner verdict, failed-CAS revalidation in both invocation orders, and fresh ownership loss through both read paths, including revalidation begun after another successful confirmation. | Target and configuration | Passed | Failed | Skipped | | --- | ---: | ---: | ---: | | net10.0 Debug | 120 | 0 | 0 | | net48 Debug | 120 | 0 | 0 | The selection is the full `Opc.Ua.Core.Tests.Redundancy` namespace, including all 38 `SharedStoreLeaseElectionTests` cases and the existing expiry, clock rollback, disposal, and overlapping-success regressions. New witnesses are `StaleForeignLeaseReadDoesNotRevokeNewerAcquisitionAsync`, `StaleFailedRevalidationDoesNotRevokeNewerAcquisitionAsync`, and `FreshForeignLeaseObservationRevokesLeadershipAsync`. They assert resulting leadership, exact transitions, independent progress, and the unchanged expiry boundary. Retaining the initial generation for the fallback read independently makes the fresh-loss-after-confirmation control fail; that mutation was removed before the final rebuilt runs. The successful scoped command is `dotnet test tests\Opc.Ua.Core.Tests\Opc.Ua.Core.Tests.csproj -c Debug --no-restore --filter "FullyQualifiedName~Opc.Ua.Core.Tests.Redundancy"`, with `CustomTestTarget` and `-f` matching each row and that framework's assets restored. Both changed C# files pass formatting and analyzers through informational severity on both frameworks. These are scoped results, not a full-solution test or measured coverage-delta claim. CI monitoring is paused for this feedback-only operation; no current-head CI success is claimed. **Latest CI contract correction (`1cd1f2047bb5b50c9bf300b1ff710b0b2e935a29`):** All four failing Server shard 23 jobs in [run 36120946740](https://github.com/OPCFoundation/UA-.NETStandard/actions/runs/36120946740) reported the same six cases. Two local replays reproduced all six failures. The source changes and documentation from `cd43b831a` establish both intentional contracts: independent bounded event compensation and surfaced provider errors. Only the two test files are corrected; production code and CI policy are unchanged. | Target and configuration | Passed | Failed | Skipped | | --- | ---: | ---: | ---: | | net48 Debug | 113 | 0 | 0 | | net10.0 Release, CI Coverlet settings | 113 | 0 | 0 | The selection contains `MonitoredItemManagerLifecycleTests`, `DirectoryObjectStateTests`, `DirectoryBrowserBoundedEnumerationTests`, and `EventCompensationReadinessHasFiniteDeadlineWithInfiniteSourceTimeoutAsync`. Both changed files pass formatting and analyzers through informational severity on both frameworks. Independent mutations restoring a non-cancellable compensation token and swallowing provider errors fail all four lifecycle cases and both browser cases, respectively. Both mutations were removed before the final passing runs and commit. The scoped command is `dotnet test tests\Opc.Ua.Server.Tests\Opc.Ua.Server.Tests.csproj` with `CustomTestTarget` and `-f` set to the selected framework, `--no-restore`, and `--filter "FullyQualifiedName~MonitoredItemManagerLifecycleTests|FullyQualifiedName~DirectoryObjectStateTests|FullyQualifiedName~DirectoryBrowserBoundedEnumerationTests|FullyQualifiedName~EventCompensationReadinessHasFiniteDeadlineWithInfiniteSourceTimeoutAsync"`. The modern run additionally uses `-c Release /p:CollectCoverage=true --collect "XPlat Code Coverage" --settings tests\coverlet.runsettings.xml`. These are scoped results, not a full-solution test or measured coverage-delta claim. Hosted checks for that commit were pending at publication. The fail-fast CI watch was stopped when the requested operation switched to review feedback; no current-head CI success is claimed. **Earlier master merge (`8b15ea6ef9fc2214ac8ec886f373bb3846dd6d6f`, base `b4136d8e9bab0df680f41d9ef985f519160534b1`):** The `TcpListenerChannel` conflict preserves both lifetime responsibilities: disposal clears the retained peer-certificate chain and unregisters the quota-scoped message-assembly scheduler. Both fields and all upstream deadline handling remain intact. The only additional manual source adjustment adds the parentheses required by the existing analyzer around the session-count fallback. Master advanced during validation. The initial transport merge `80303c434ce813cf75aa7fe54a6a32fe2aeafc30` was retained, and the newer base was merged normally in `8b15ea6ef9fc2214ac8ec886f373bb3846dd6d6f`, without rewriting history. The additional recovery, fluent-pipeline, and test-framework overlaps were inspected; the branch's cancellation, validation-error, and acknowledgement ownership fixes remain alongside the upstream changes. Full `UA.slnx` builds passed on net10.0 and net48 with **0 warnings and 0 errors**. The final scoped tests rebuilt against the committed tree `2074f8efcb61d8d9c6106e7d6f76ee941940e358`: | Target | Passed | Failed | Skipped | | --- | ---: | ---: | ---: | | net10.0 | 2,653 | 0 | 0 | | net48 | 2,529 | 0 | 7 | The net48 skips are existing platform exclusions: six RSA_DH_AesGcm nonce cases and one ClientWebSocket certificate-validation case requiring .NET 7 or later. The selection covers transport cleanup, reassembly budgets/deadlines/admission, peer-chain ownership, server session binding, fluent lifecycles and source generation, reconnect and keepalive, transfer acknowledgements, Publish queues, and JSON encoding. Modern-.NET WSS transport and real-server integration cases also pass. The resolved file passed solution-relative formatting and analyzer verification through informational severity on both frameworks. These are scoped test results, not unfiltered full-suite or measured-coverage claims. Hosted CI was not monitored or repaired as part of this merge-only operation. Selected local results below are overlapping validation runs, not distinct-test totals. **Earlier review-feedback batch (`cd43b831a8f11de3f7d65c3681712a61e3c669a5`):** The final net10.0 scoped selection passed **471 tests, with no failures or skips**. The final net48 solution-root selection passed **439 tests, with no failures and one unchanged platform skip** (`ValidateServerCertificateFallsBackToTlsPolicyErrors`, which requires newer ClientWebSocket certificate-validation support). Both full nonincremental solution builds completed with **0 warnings and 0 errors**, and all **40 changed C# files** passed informational-level formatting/analyzer verification. Both frameworks validated the identical final tracked diff. The focused matrix covers every one of the 20 current review threads, including real mid-frame WSS cancellation, stale admission contexts, directory continuation ownership, multi-element Browse/Translate failures, and the readiness drain race. The net10.0 solution-root test command has a separate pre-existing runner conflict: three unrelated AOT projects reject the VSTest target under Microsoft.Testing.Platform 2.4.0 and SDK 10. Per-project net10.0 results are recorded separately; no runner migration, test exclusion, assertion relaxation, or CI-policy change is included. These are bounded selections, not unfiltered full-suite or measured coverage claims. At publication of `cd43b831a`, hosted CI was not green: the `OPCFoundation.UA-.NETStandard` check reported `ACTION_REQUIRED`, AppVeyor reported `FAILURE`, and the two signed-build jobs were in progress. No CI jobs were rerun, cancelled, approved, or repaired as part of that feedback-only operation. **Classic transfer correction (`f425376fca045794122e19aaf9cafebc4a717d91`):** The preceding head's [macOS net10.0 shard 25/30](https://github.com/OPCFoundation/UA-.NETStandard/actions/runs/35980326299/job/107570512458) failed `TransferSubscriptionTest(DisconnectedRepublish).TransferSubscriptionAsync(True,False)` at the static-node count assertion: expected 10, received 20. The trace contains a successful, explicitly requested republish of retained sequence 1 and a fresh initial-value batch at sequence 3, not duplicate dispatch of one response. Controlled lost origin acknowledgements reproduced that incorrect test expectation on both the preceding PR head and exact master base `a2539cb53dd1666cef856f33812d7a8830d68909`. The maintainer explicitly authorized correcting this existing issue in the PR. Retained replay and requested initial values are independent, as specified by [OPC UA Part 4, TransferSubscriptions](https://reference.opcfoundation.org/specs/OPC-10000-4/5.14.7). The reason that the original hosted run retained its particular origin message remains unproved. The expanded full-suite run then exposed a **real production race**, not just a count assertion: Session queued acknowledgements for all transferred available messages before the asynchronous Republish responses arrived. Publish could delete those messages first, causing `BadMessageNotAvailable`. A gated real-Session/classic-engine regression failed both replay-enabled cases on the original implementation while both no-replay controls passed. The ownership fix passes all 24 combinations of empty/consecutive/unsorted-gapped queues, replay preference, sequential delivery, and a reentrant preference change. All 40 normal real-server transfer cases pass on both frameworks. Independent mutations suppressing actual replay and duplicating observed sequence records each fail the intended assertion; both mutations were removed. The full classic suite passes on both frameworks. Hosted CI was pending when that correction was published; the earlier failed hosted job was not rerun for a lucky pass. **Local net48 caveat:** the full Client run timed out in the pre-existing fake-clock test `ReconnectAsyncSwapsFaultedLeaseEntryAsync`, which does not exercise subscription transfer. Its unchanged isolated replay passed, but that does not resolve the full-suite timeout. No unrelated code or assertions were changed, and a clean full Client net48 run is not claimed. | Scope | net10.0 | net48 | | --- | --- | --- | | Full Client.Tests after transfer acknowledgement correction | 2,549 passed | 2,552 passed, 1 timeout failure noted above, 1 existing platform skip | | Full classic-subscription project after transfer correction | 57 passed, including all 40 normal transfer cases | 57 passed, including all 40 normal transfer cases | | Gated transferred-message acknowledgement ownership | 24 passed, included above | 24 passed, included above | | Saved-session consumer of the shared subscription helper | 40 passed | 16 passed, 24 existing unsupported-security-policy skips | | Audit regression matrix | 2,339 passed | 1,934 passed, 34 existing skips | | Full Client.Tests after review follow-ups | 2,520 passed | Focused selections only | | Full Client.Tests after CI recovery correction | 2,523 passed, CI coverage collector | 2,527 passed, 1 existing platform skip | | Latest merged-head recovery/redundancy selection | 139 passed | 139 passed | | Full Client.Tests after merged-head net48 correction | Focused selection above | 2,529 passed, 1 existing platform skip | | Lifecycle and actual-dimension regressions | 146 passed | 146 passed | | Focused recovery follow-ups | 7 passed | 7 passed | | WSS-related fixtures | 93 passed | Not applicable | | CI History integration corrections | 28 passed | 28 passed | | CI alias, dispatcher, and explicit-atomic controls | 63 passed | 63 passed | | Full WoT sample project with CI coverage collector | 29 passed | Not applicable | | Trust-list effects and count-only summary contract | 22 passed | 22 passed | | Virtual-node feedback, node-manager, dispatcher, and lifecycle selections | 661 passed, 63 existing not-executed cases; all 48 virtual-node cases passed | 661 passed, 63 existing not-executed cases; all 48 virtual-node cases passed | | WSS wire-handle exhaustion, late replies, and Cancel translation | 9 passed | Not applicable | | Synchronous node-manager disposal and related service/lifecycle suites | 1,037 passed, 64 not-executed cases from existing fixture assumptions; all 93 sampling/disposal cases passed | 1,037 passed, 64 not-executed cases from existing fixture assumptions; all 93 sampling/disposal cases passed | - Full solution builds passed on net10.0 and net48 during the audit work. The subsequent full non-incremental net10.0 build also completed with zero warnings/errors. - Modified source/test formatting and analyzer checks passed through informational severity. - Original composed recovery regressions passed repeated runs on both frameworks. Independent mutations removing Publish cancellation, bypassing the recreate drain call, or ignoring ready-gate cancellation each failed the intended assertion; all mutations were restored before passing runs. - The latest recovery correction passed 100 executions of each original restoration-deadline scenario with unchanged assertions. Restoring premature update admission independently made both strengthened handoff cases fail; the correct retention behavior was restored afterward. - Startup-event and cancellation-delivery timing probes reproduced the subsequent net48 failures, then passed 100 executions of each of the three scenarios with the fixes. All timing probes and repetition were removed. The permanent timeout-order regression also went RED on the original cancellation cleanup without sleeps or scheduling amplification. - Final post-format recovery/subscription/engine checks passed all 151 selected cases on net10.0. The first local full net48 attempt aborted in `clr.dll` with native access violation `0xc0000005`; an unchanged-assembly full diagnostic rerun passed as recorded above. That native host crash has not been attributed or claimed fixed. - A minimal replay with the same CodeQL CLI and query-pack versions reproduced the custom-count alert and confirmed that the standard span-length projection is clean while direct sensitive-value and raw-identifier logging controls remain flagged. The source was already logging only a count; no identifier or certificate disclosure was established at the reported location. - The virtual-node feedback regressions first reproduced five error-preservation/cache failures; expanded service-dispatch cases exposed two additional whole-batch failures before the operation-boundary fixes. The final selections pass on both frameworks. Genuine misses remain cached, successful results remain reusable, failed validation allows same-cache retry, and request cancellation still stops the batch. - Three deterministic synchronous-manager disposal regressions reproduced early resource release and lifecycle calls reaching a manager during disposal. The fix passes direct and adapted calls, a sampling-worker join after the last operation exits, reentrant shutdown, cancellation and failure paths, repeated disposal, and exact rejection across 39 service/lifecycle entry points both during drain and after cleanup. The original outside-node-lock disposal regression remains and now requires the worker to observe closed admission. - Prior-head CI on `c985f8bded77a60449d9cd381c8a004d8590ccf6` completed with **168 passing checks, one expected release-package-publication skip, and no failures or pending checks**. All test shards, signed builds, container builds, the coverage check, and the CodeQL PR check passed. Hosted CodeQL analysis `1829262912` completed successfully and marks count-flow alert 385 fixed. This is evidence for that head, not a claim that subsequent review follow-ups have completed hosted CI. ### Session-test diagnostic memory Complete browse listings are streamed to unique NUnit attachments rather than retained in inline NUnit/VSTest output. Detached regression-test results are cleaned up without deleting runner-collected attachments. - Two covered session-suite runs each completed with 782 passed and 379 existing skips. Peak working set fell from 4.86 GiB to 2.44-2.78 GiB. - TRX output shrank from 303.1 MiB to approximately 40.7 MiB, retaining all 46 complete browse attachments. - Seven output regressions cover exact content, empty/single/large listings, disabled/enabled output, bounded inline summaries, and unique filenames. The separate Azure build-18452 VM deprovisioning cause remains unproved without provider logs. The memory measurements do not establish its cause. Unfiltered local `UA.slnx` tests, including the long stress/soak suites, have not been run on both frameworks. A local coverage delta was not collected; builds and focused tests are not substitutes for those claims. ## Checklist - [ ] I have signed the [CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf) and read the [CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md) doc. - [ ] I have added tests that prove my fix is effective or that my feature works and increased code coverage. - [x] I have added all necessary documentation. - [x] I have verified that my changes do not introduce (new) build or analyzer warnings. - [ ] I ran **all** tests locally using the **UA.slnx** solution against at least .net **framework** and .net **10**, and all passed. - [ ] All checks on the latest review-follow-up head have completed successfully; prior-head CI passed as recorded above. - [x] I have addressed **all** PR feedback received. Tests have been added and pass as recorded above; the hosted coverage check passed on the prior head identified above. The combined tests/coverage-increase checkbox remains open because no local coverage delta was measured. --------- Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> Copilot-Session: 68f26810-22b8-476f-abcd-0a8c82d6e208
32 KiB
Part 16 State Machines
This guide describes the generic, extensible OPC UA Part 16 state-
machine support layered on top of the source-generated ObjectType
proxies and the existing FiniteStateMachineState server base.
For the formal model, see OPC UA Part 16 — State Machines.
Two-mode unified builder
The server side ships one fluent builder — StateMachineBuilder —
with two complementary modes that can be mixed in a single chain:
| Mode | Entry point | Use when … |
|---|---|---|
| Definition | StateMachineBuilder.Create(parent, ctx, nodeId, name) |
You need a state machine that isn't already declared as a generator-emitted *StateMachineState subclass. Declare states, transitions, and cause mappings declaratively. |
| Lifecycle | StateMachineBuilder.For<TState>(stateMachine, ctx) or INodeBuilder<TState>.AsStateMachine() |
You already have a FiniteStateMachineState subclass (stack-shipped, generator-emitted, or vendor) and want to attach behavior (enter/exit/transition hooks, method-to-cause bindings, auto-transitions). |
Both modes share the same lifecycle surface (WithInitialState,
OnEnterState, OnExitState, OnTransition, OnBeforeTransition,
WithCause, WithTimedTransition, ConfigureStateMachine). Async
overloads — OnEnterStateAsync, OnExitStateAsync,
OnTransitionAsync — accept Func<ISystemContext, TState, CancellationToken, ValueTask> (or the four-arg form for transition
observers) and are invoked fire-and-forget on the thread pool
from the synchronous transition path. The handler therefore runs on
a fully-async path (no GetAwaiter().GetResult() / Wait() /
.Result anywhere) without blocking the transition or the calling
client. Exceptions thrown from an async handler are captured and
logged via Debug.WriteLine. Pre-transition guards
(OnBeforeTransition, When*) intentionally remain sync-only
because they must veto the transition synchronously before the
state-machine state mutation completes. The definition methods
(AddState, AddTransition, OnCause, UseElementNamespace) are
only available in definition mode.
Quick reference
| Concern | Client entry point | Server entry point |
|---|---|---|
| Read the current state | StateMachineTypeClient.GetCurrentStateAsync |
FiniteStateMachineState.CurrentState |
| Read current state + last transition (finite) | FiniteStateMachineTypeClient.GetCurrentFiniteStateAsync |
FiniteStateMachineState.LastState/LastTransition |
| Observe transitions (stream) | (Finite)StateMachineTypeClient.ObserveFiniteTransitionsAsync |
n/a |
| Wait for a target state | (Finite)StateMachineTypeClient.WaitForStateAsync |
n/a |
| Enumerate states / transitions | FiniteStateMachineTypeClient.GetAvailableStatesAsync / GetAvailableTransitionsAsync |
n/a |
| Build a state machine declaratively | n/a | StateMachineBuilder.Create (definition mode) |
| Attach behavior to an existing FSM | n/a | StateMachineBuilder.For / INodeBuilder.AsStateMachine (lifecycle mode) |
Client side
The source-generated *TypeClient proxies for state-machine types
(StateMachineTypeClient, FiniteStateMachineTypeClient,
ShelvedStateMachineTypeClient, ExclusiveLimitStateMachineTypeClient,
ProgramStateMachineTypeClient, and any vendor subtypes) all inherit
the generic API automatically — implemented as extension methods
that hang off the proxy base.
Read the current state
var proxy = new ShelvedStateMachineTypeClient(session, conditionId, telemetry);
FiniteStateSnapshot snap = await proxy.GetCurrentFiniteStateAsync(ct);
Console.WriteLine($"State: {snap.CurrentState} ({snap.CurrentStateId})");
Console.WriteLine($"Last transition: {snap.LastTransition} ({snap.LastTransitionId})");
Stream transitions
Pair the proxy with the session's streaming subscription:
ManagedSession session = ...;
IStreamingSubscription streaming = session.DefaultStreaming;
await foreach (FiniteStateSnapshot snap in proxy
.ObserveFiniteTransitionsAsync(streaming, ct: ct))
{
Console.WriteLine($"{snap.Timestamp:O} -> {snap.CurrentState}");
}
Each yielded snapshot is refreshed by reading the four state + transition variables in one round-trip, so consumers see consistent typed data per transition.
Wait for a target state
FiniteStateSnapshot reached = await proxy.WaitForStateAsync(
streaming,
targetStateId: new NodeId(Objects.ShelvedStateMachineType_TimedShelved),
timeout: TimeSpan.FromSeconds(30),
ct: ct);
The wait composes ObserveFiniteTransitionsAsync with timeout and
cancellation; an immediate match against the current state is
short-circuited.
Enumerate states + transitions
IReadOnlyList<FiniteStateInfo> states =
await proxy.GetAvailableStatesAsync(ct);
IReadOnlyList<FiniteTransitionInfo> transitions =
await proxy.GetAvailableTransitionsAsync(ct);
Reads the optional AvailableStates / AvailableTransitions NodeId-array
properties and then reads each referenced node's browse name and number.
An absent or invalid availability property produces an empty result.
Alarm shelving alignment
AlarmClient exposes the same API for the ShelvingState child of
every Part 9 alarm condition:
AlarmClient alarms = session.GetAlarmClient(telemetry);
FiniteStateSnapshot snap = await alarms.GetShelvingStateAsync(conditionId, ct);
await foreach (FiniteStateSnapshot s in alarms
.ObserveShelvingTransitionsAsync(conditionId, streaming, ct: ct))
{
// …
}
Both methods delegate to ShelvedStateMachineTypeClient internally —
same proxy-delegation pattern used by the rest of AlarmClient.
Device Integration (DI) software-update alignment
SoftwareUpdateClient (in Opc.Ua.Di.Client) wraps the same generic
API for each of the four child state machines of OPC 10000-100 §10.3
(PrepareForUpdate, Installation, Confirmation, PowerCycle):
var su = new SoftwareUpdateClient(session, suNodeId, telemetry);
FiniteStateSnapshot? state = await su.GetInstallationStateAsync(ct);
await foreach (FiniteStateSnapshot snap in su
.ObserveInstallationTransitionsAsync(streaming, options: null, ct))
{
// …
}
await su.InstallSoftwarePackageAsync("urn:acme", "2.0.0",
ArrayOf.Empty<string>(), default, ct);
See SoftwareUpdate.md for the full SU
facet — including the server-side OnInstallationStateChanged /
OnPrepareStateChanged / OnConfirmStateChanged instrumentation
hooks that the DI server attaches to its built-in FSM lifecycle.
Vendor extensibility
Vendor concrete state machines declared in a NodeSet (e.g.
MyVendor:FoodPreparationStateMachineType : FiniteStateMachineType)
automatically get the generic API. The proxy generator emits a
FoodPreparationStateMachineTypeClient that inherits from
FiniteStateMachineTypeClient, and every extension method
(GetCurrentFiniteStateAsync, ObserveFiniteTransitionsAsync,
WaitForStateAsync, …) applies through the inheritance chain
transparently. Vendor-declared methods (e.g. BeginPreparation) are
emitted as instance methods on the vendor client by the generator.
Server side — definition mode
Use StateMachineBuilder.Create(...) when you need a state machine
that isn't already a generator-emitted subclass. The builder owns a
FluentFiniteStateMachineState instance, populates its state /
transition / cause tables from your declarations, and freezes the
definition the moment you read StateMachine or attach the first
lifecycle hook.
using Opc.Ua.Server.StateMachines;
FluentFiniteStateMachineState sm = StateMachineBuilder
.Create(parent, systemContext,
nodeId: new NodeId(/*your numeric id*/, namespaceIndex),
browseName: new QualifiedName("PowerSwitch", namespaceIndex))
.AddState(id: 1, "Off", isInitial: true)
.AddState(id: 2, "On")
.AddTransition(id: 10, "OffToOn", from: 1, to: 2)
.AddTransition(id: 20, "OnToOff", from: 2, to: 1)
.OnCause(causeId: 100, from: 1, transition: 10)
.OnCause(causeId: 200, from: 2, transition: 20)
.WithInitialState(1)
.StateMachine;
The builder validates structural integrity at the freeze step (the
first lifecycle method or StateMachine access): every transition's
from/to must reference declared states, every cause mapping must
reference a declared transition, and state / transition / cause ids
must be unique within their tables.
Server side — lifecycle mode
Use StateMachineBuilder.For(...) (or
INodeBuilder<TState>.AsStateMachine() inside a fluent node-manager
build pipeline) when you already have a state-machine instance —
stack-shipped (ShelvedStateMachineState,
ExclusiveLimitStateMachineState, ProgramStateMachineState),
generator-emitted (MyVendor.FoodPreparationStateMachineState), or
the result of an earlier StateMachineBuilder.Create(...) chain.
Stack-shipped state machine
// Existing ShelvedStateMachineState that lives under an alarm condition:
ShelvedStateMachineState shelving = alarm.ShelvingState;
StateMachineBuilder.For(shelving, systemContext)
.OnEnterState(
Objects.ShelvedStateMachineType_TimedShelved,
(ctx, sm) => logger.LogInformation("Alarm timed-shelved"))
.OnExitState(
Objects.ShelvedStateMachineType_TimedShelved,
(ctx, sm) => logger.LogInformation("Alarm un-timed-shelved"))
.OnTransition((ctx, sm, from, to) =>
logger.LogDebug("Shelving {From} -> {To}", from, to))
.WithTimedTransition(
fromStateId: Objects.ShelvedStateMachineType_OneShotShelved,
timeout: TimeSpan.FromMinutes(15),
transitionId: Objects.ShelvedStateMachineType_OneShotShelvedToUnshelved);
The lifecycle builder layers on top of any pre-existing
OnBeforeTransition / OnAfterTransition delegates the state
machine had — the stack-shipped behavior continues to run, with
your handlers wrapping it.
Inside a fluent node-manager build pipeline
[NodeManager]
public partial class MyNodeManager
{
partial void Configure(INodeManagerBuilder builder)
{
builder
.Node(BrowsePaths.SoftwareUpdate.Installation)
.As<DI.InstallationStateMachineState>()
.AsStateMachine()
.OnEnterState(StateNumbers.Installing,
(ctx, sm) => StartInstall(ctx))
.OnTransition((ctx, sm, from, to) =>
_logger.LogInformation("Install: {From} -> {To}", from, to))
.WithTimedTransition(
fromStateId: StateNumbers.Installing,
timeout: TimeSpan.FromMinutes(10),
transitionId: StateNumbers.InstallingToFailed,
causeId: StateNumbers.TimeoutCause);
}
}
AsStateMachine() pulls the ISystemContext from
nodeBuilder.Builder.Context. The INodeBuilder<TState> typed view
ensures the underlying node is a FiniteStateMachineState subclass
at compile time — no runtime casts.
The fluent pipeline retries an expired timed cause on subsequent simulation
ticks if a guard rejects it. It warns only once for an unchanged rejected
state, state revision, and status code; changing the status or entering a
new state revision permits another warning. BadInvalidState remains
silent but resets the previous rejection, so a later different failure is
reported. Warning suppression does not delay retries or prevent recovery
when the guard starts allowing the transition.
Lifecycle ordering
For every transition the dispatcher fires handlers in this order:
DispatchBefore:
builder guards (in registration order)
↓ veto on any failure
[original OnBeforeTransition, if any]
↓ framework state update (LastState ← CurrentState, CurrentState ← newState)
DispatchAfter:
[original OnAfterTransition, if any]
↓
OnExitState(from) (each registered handler, in order)
↓
OnTransition(from, to) (each observer, in order)
↓
OnEnterState(to) (each registered handler, in order)
Builder guards run before any pre-existing
OnBeforeTransition — so they can veto without the original
side-effectful pre-handler running. Builder observers run after
the original OnAfterTransition so stack-shipped audit / change
notifications complete first.
If multiple handlers are registered for the same state or
transition, they fire in the order they were added. Exceptions
thrown by an individual handler do not interrupt the dispatch — they
are caught and logged via Debug.WriteLine.
How the source-generator integrates
- Client: every state-machine
*TypeClientproxy (generated from the standard NodeSet and every vendor NodeSet you feed through the generator) inherits the streaming + read + browse API automatically. No hand-written client per state-machine type. - Server: when a NodeSet declares a concrete subtype of
FiniteStateMachineType(vendor or standard), the generator emits a*StateMachineStateserver class with the hardcodedStateTable/TransitionTable/TransitionMappings/CauseMappingsoverrides. Hook behavior onto that instance viaStateMachineBuilder.For(...)— no need to redeclare the tables.
The unified builder gives you a clean migration path:
- Have a generator-emitted FSM type? Lifecycle mode only. Build
the instance the usual way, then attach behavior with
StateMachineBuilder.For(...). - Need an ad-hoc state machine with no generated subclass?
Definition mode.
StateMachineBuilder.Create(...)constructs aFluentFiniteStateMachineStateand lets you chain definitions and lifecycle hooks in one expression.
Guard clauses (fluent sugar)
The lifecycle builder offers a coarse OnBeforeTransition that
fires for every transition; the When* family provides per-trigger
sugar that compiles down to the same pipeline but scopes the
predicate automatically.
StateMachineBuilder.Create(parent, ctx, nodeId, browseName)
.AddState(1, "Off", isInitial: true)
.AddState(2, "On")
.AddTransition(10, "OffToOn", from: 1, to: 2)
.AddTransition(20, "OnToOff", from: 2, to: 1)
.WhenTransition(10, (ctx, sm) => HasPermission(ctx))
.WhenCause(causeId: 100, (ctx, sm) => sm.SafetyInterlockClear)
.WhenEnter(toStateId: 2, (ctx, sm) => sm.PreflightOk,
denyStatus: StatusCodes.BadInvalidState)
.WhenExit(fromStateId: 2, (ctx, sm) => sm.ShutdownComplete);
| Method | Scope | Available in |
|---|---|---|
OnBeforeTransition(Func<ctx, sm, transitionId, causeId, ServiceResult>) |
Every transition (caller filters) | Both modes |
WhenTransition(transitionId, predicate[, denyStatus]) |
Transition matches transitionId |
Both modes |
WhenCause(causeId, predicate[, denyStatus]) |
Cause matches causeId |
Both modes |
WhenEnter(toStateId, predicate[, denyStatus]) |
Transition would enter toStateId |
Definition mode only |
WhenExit(fromStateId, predicate[, denyStatus]) |
Machine is leaving fromStateId |
Both modes |
Returning false from a predicate vetoes the transition with
BadUserAccessDenied (or the caller-supplied denyStatus).
Multiple guards on the same trigger AND together — the first
predicate returning false wins, and its denyStatus flows
through to DoTransition's return.
All guards (On* + When*) share one pipeline in registration
order — the FIRST failing guard wins. This means a When* guard
declared before an OnBeforeTransition guard runs first.
WhenEnter is definition-mode-only because the builder needs the
transition table to map toStateId to the matching transition ids.
In lifecycle mode the table is protected on the FSM; use
WhenTransition with the explicit transition id instead.
Sub-state machines (hierarchical state)
OPC UA Part 16 §5.2.3 supports nested state machines via the
HasSubStateMachine reference. Standard alarms use this pattern
(ExclusiveLimitAlarmType.LimitState is itself an
ExclusiveLimitStateMachineType distinguishing
HighHigh / High / Low / LowLow while the parent alarm is
Active). Vendor process-control servers compose hierarchical
state machines extensively.
Server side — WithSubStateMachine
The unified builder attaches a sub-state-machine to a parent state.
The dispatcher auto-manages the lifecycle: parent enters → child
activates (and resets to its initial state unless
preserveOnReentry: true is supplied); parent exits → child is
suspended and rejects subsequent transitions until the next
parent re-entry.
Child synchronization completes before the parent's builder lifecycle handlers
run or asynchronous handlers are scheduled. A parent OnEnterState handler can
therefore call the child's DoCause or DoTransition without seeing an inactive
child or having its transition overwritten by deferred initialization.
Synchronization and these parent handlers run outside the parent's transition
lock; transition-local source/destination snapshots and lifecycle ordering are
preserved.
FluentFiniteStateMachineState parent = StateMachineBuilder
.Create(parentNode, ctx, parentNodeId, browseName)
.AddState(1, "Active", isInitial: true)
.AddState(2, "Inactive")
.AddTransition(12, "ActiveToInactive", from: 1, to: 2)
.AddTransition(21, "InactiveToActive", from: 2, to: 1)
// Attach a sub-state-machine to the Active parent state.
.WithSubStateMachine(
parentStateId: 1,
browseName: new QualifiedName("LimitState", ns),
configure: child => child
.AddState(10, "HighHigh", isInitial: true)
.AddState(11, "High")
.AddState(12, "Low")
.AddState(13, "LowLow")
.AddTransition(110, "HighHighToHigh", from: 10, to: 11),
preserveOnReentry: false)
.StateMachine;
Available in definition mode only — in lifecycle mode the parent FSM already declares its sub-state machines as part of the type definition. Observe them through the client-side sub-SM accessors below.
WithSubStateMachine and WithInitialState are order-independent:
whichever is called second brings the sub-SM in line with the
parent's current state. (WithInitialState goes through SetState,
which is not a transition and so still runs no user lifecycle
handler — but it does re-arm timed transitions and synchronize
sub-state machines.)
A state declared with isInitial: true is applied automatically when
the machine is created and its state node is materialized as an
InitialStateType (OPC 10000-16 §4.4.10), so the minimal example
above is fully functional without an explicit WithInitialState
call; call WithInitialState to start in a different state. A
sub-state machine's declared initial state is applied only while its
parent is in the attached state.
While suspended, the child FSM's CurrentState and LastTransition
read with Bad_StateNotActive (per OPC 10000-16 §4.4.6), and its
DoTransition / DoCause return BadStateNotActive. The flag is
exposed publicly as FluentFiniteStateMachineState.IsSuspended for
diagnostics.
The resulting address space follows Part 16 §4.4.16 and the standard NodeSets:
LimitAlarm --HasComponent--> Active (StateType)
Active --HasSubStateMachine--> LimitState
LimitAlarm --HasComponent--> LimitState
HasSubStateMachine is a non-hierarchical reference, so it
cannot double as the parent/child reference — the sub-SM is a
HasComponent child of the state machine and the spec reference
hangs off the parent state node.
Server side — materialized state and transition nodes
To give HasSubStateMachine a state node to hang off — and to make
CurrentState/Id and LastTransition/Id resolve to something a
client can actually browse — FluentFiniteStateMachineState
materializes a node per declared state and transition when the machine
is created. All of them are HasComponent children of the machine.
States — one StateType node each, carrying a StateNumber
property equal to the numeric state id. CurrentState/Id points at
the node for the current state and tracks it across transitions, and
the optional AvailableStates property lists them, so
GetAvailableStatesAsync works against a fluent-built server.
Transitions — one TransitionType node each, carrying a
TransitionNumber property and the Part 16 §4.4.11 references:
FromState/ToStateto the two state nodes;HasEffecttoTransitionEventType, unless the transition was declared withhasEffect: false— forward-only, matching how companion NodeSets declare it (the target is a standard node owned by another node manager, so no inverse edge is registered there);HasCauseto the method node, added byWithCause(methodNodeId)for every transition the cause can trigger.
AvailableTransitions lists them, and the optional LastTransition
variable is materialized too — without it the base class has nowhere
to record a completed transition and ObserveFiniteTransitionsAsync
has nothing to subscribe to.
NodeIds are per instance, derived from the machine's own NodeId,
so several machines built from one definition coexist in a single
address space. Use sm.GetStateId(nodeId) / sm.GetTransitionId(nodeId)
and their inverses sm.GetStateNodeId(stateId) /
sm.GetTransitionNodeId(transitionId) to move between a NodeId and
the numeric id used by AddState / AddTransition / OnCause and
the lifecycle hooks — never parse the NodeId's identifier directly.
Element nodes land in the namespace given to UseElementNamespace,
or in the state machine's own namespace when that was not called or
the URI is not registered with the server (the element namespace
defaults to the OPC UA namespace, which must never host vendor
nodes).
Because element NodeIds are derived from browse names, browse names
must be unique across states and transitions (and must not shadow the
standard CurrentState / LastTransition / AvailableStates /
AvailableTransitions children); the builder rejects duplicates when
the definition freezes.
Cost is one node plus one property per declared state and transition, per machine instance — worth weighing for servers that instantiate many machines.
Executable causes
A cause is a Method, and whether it may fire depends on the state the
machine is in. Part 3 §5.7 defines Executable / UserExecutable as
exactly that question, and Part 4 §5.11.2 has Call refuse a Method
that is not executable with Bad_NotExecutable.
WithCause(methodNodeId) therefore answers both attributes from
IsCausePermitted(context, causeId, checkUserAccessRights) alongside
installing the call handler — Executable ignoring user rights,
UserExecutable running the machine's OnCheckUserPermission
callback as well. A client can read them after every transition and
offer only the causes that currently apply, instead of duplicating the
server's state table or calling one to find out.
Pass reportExecutable: false to opt out, for servers that
deliberately keep their methods executable and answer at call time.
The stack-shipped ProgramStateMachineState does the same for its own
Start / Suspend / Resume / Halt / Reset methods when they are
created, so a Program server no longer repeats the wiring per method.
Those five are optional placeholders on the type, so only the ones an
instance declares are wired, matched on browse name alone — a subtype
that redeclares them puts them in its own namespace. Call
WireCauseMethods(context) yourself if you add one to an
already-created instance; Create rebuilds the child list from the
type template, so children added by hand before it are not there when
the automatic pass runs.
Client side — sub-SM observation
FiniteStateMachineTypeClient parent =
new FiniteStateMachineTypeClient(session, alarmId, telemetry);
// The state NodeId comes from AvailableStates ...
IReadOnlyList<FiniteStateInfo> states =
await parent.GetAvailableStatesAsync(ct);
NodeId activeStateId = states.First(s => s.BrowseName.Name == "Active").NodeId;
// ... or from a snapshot's CurrentStateId, to reach the sub-SM of
// whatever state the machine is in right now.
FiniteStateMachineTypeClient? limitSm =
await parent.GetSubStateMachineAsync(
parentStateNodeId: activeStateId, telemetry, ct);
if (limitSm != null)
{
FiniteStateSnapshot snap = await limitSm.GetCurrentFiniteStateAsync(ct);
Console.WriteLine($"Limit state: {snap.CurrentState}");
}
// Observe combined parent + sub-SM transitions:
await foreach (FiniteStateSnapshot snap in parent
.ObserveEffectiveStateAsync(streaming, telemetry, ct: ct))
{
Console.WriteLine($"Parent: {snap.CurrentState}");
if (snap.SubMachine != null)
{
Console.WriteLine($" Sub: {snap.SubMachine.CurrentState}");
}
}
FiniteStateSnapshot gains an optional
SubMachine: FiniteStateSnapshot? field carrying the snapshot of
the parent's currently-active sub-SM (or null if none).
ObserveEffectiveStateAsync yields a combined snapshot each time
either the parent transitions or the parent's currently-active
sub-SM transitions:
- On every parent transition the yield carries the latest known
snapshot of the sub-SM attached to the new state (or
nullif none). - On every sub-SM transition that occurs while the parent is in the state that owns the sub-SM, the yield carries the new sub-SM snapshot. Sub-SM transitions occurring while the parent is in a different state are silently discarded.
Under the hood all discovered sub-SMs are subscribed once up-front and
their notifications are multiplexed through a Channel<T>; sub-SM
events are filtered against the parent's currently-active state.
If any source fails (including a follow-up state read), the combined stream
surfaces that exception and cancels the other sources immediately. A healthy
sub-state-machine stream does not keep a failed parent stream silently alive.
Client side — typed sub-SM accessors (generated)
For every <opc:Object> child declared on a generator-emitted
ObjectType, the source generator now emits a typed, lazily-resolved
accessor on the parent type's client. For state-machine types, this
gives ergonomic access to known sub-SMs without needing to know the
state NodeId:
// Generated on AlarmConditionTypeClient:
ShelvedStateMachineTypeClient? shelving = await alarm
.GetShelvingStateAsync(telemetry, ct);
// Generated on ExclusiveLimitAlarmTypeClient:
ExclusiveLimitStateMachineTypeClient? limit = await alarm
.GetLimitStateAsync(telemetry, ct);
Properties of the generated accessor:
- Typed — returns the concrete sub-SM proxy type, not the generic
FiniteStateMachineTypeClient. - Lazy — first call resolves the child NodeId via
TranslateBrowsePathsToNodeIdsagainst the parent'sObjectId. Optional children (ModellingRule="Optional") that aren't exposed by the server yieldnull. - Cached — subsequent calls return the same instance without another browse round-trip. The cache is per-parent-instance.
Vendor models that add their own <opc:Object> children on a custom
ObjectType benefit automatically; the generator emits the same shape
for every Object child it encounters.
Fluent builder behavior — HasSubStateMachine is on the state node
Earlier fluent-builder implementations attached HasSubStateMachine to the state machine
root, because the fluent builder did not materialize state nodes.
It now sits on the parent state node per Part 16 §4.4.16, and the
root reference is gone.
Callers that passed the state machine's ObjectId to
GetSubStateMachineAsync must pass a state NodeId instead — from
GetAvailableStatesAsync or from a snapshot's CurrentStateId.
Extensibility recipes
- Add convenience properties. Subclass
FluentFiniteStateMachineState, overrideCreateChildrenif you need vendor-specific child variables, and callStateMachineBuilder.For<MyVendorFsm>(instance, ctx)to attach behavior. - Bind a method node to a cause.
WithCause(methodNodeId)installs anOnCallMethod2handler that callsDoCause(...). The cause id is derived from the method NodeId's numeric identifier (OPC UA convention); the cause→transition mapping is whatever the underlying FSM declared (OnCause(...)in definition mode or hardcoded in a stack/vendor subclass). It also answers the method'sExecutable/UserExecutableattributes fromIsCausePermitted— see Executable causes. - Drive auto-transitions.
WithTimedTransition(fromStateId, timeout, transitionId, causeId)uses the server'sTimeProviderto arm one timer on entry intofromStateId, including the initial state. Re-arming disposes the previous timer. A queued callback cannot transition after reset, replacement, or exit/re-entry.StopTimedTransitions()permanently stops that builder's automatic transitions without removing the machine or its lifecycle observers. Timer-only causes emit transition events, not fabricated Method audit events; real Method calls retain their normal audit events. - Escape hatch.
ConfigureStateMachine(Action<TState>)is invoked synchronously with the underlying state machine. Use it for properties or methods the builder doesn't surface directly.
Transitions are serialized per machine. Before/after handlers retain
per-invocation source and destination snapshots, including nested callbacks.
If a before-handler changes the state, the stale outer transition is rejected
with BadInvalidState. Transition events capture their state data before
after-handlers run, so a nested transition cannot rewrite an earlier event.
Tests
tests/Opc.Ua.Server.Tests/StateMachines/StateMachineBuilderTests.csvalidates definition-mode chaining, validation, and freeze semantics.tests/Opc.Ua.Server.Tests/StateMachines/StateMachineBuilderLifecycleTests.csexercises every lifecycle method, including timed transitions and the layering behavior on top of pre-existing delegates.tests/Opc.Ua.Server.Tests/StateMachines/FluentFiniteStateMachineStateTests.cscovers the table projections.tests/Opc.Ua.Server.Tests/StateMachines/StateMachineBuilderCauseExecutableTests.csandtests/Opc.Ua.Core.Tests/Stack/State/ProgramStateMachineStateTests.cscover theExecutable/UserExecutablereporting of causes.- The Part 9 conformance tests in
tests/Opc.Ua.History.Tests/AlarmsAndConditions*.csexerciseAlarmClient.GetShelvingStateAsyncandObserveShelvingTransitionsAsyncend-to-end against the reference server.
See also
- Subscriptions and Monitored Items — the
IStreamingSubscriptionsurface the observation methods consume. - Alarms and conditions — Part 9 alarm client that exposes the shelving-state-machine helpers.
- Device Integration (DI) software-update facet
— the four DI SU state machines, the typed
SoftwareUpdateClient.StateMachinepartial, and the server-sideOn*StateChangedinstrumentation hooks. - Source-generated NodeManagers —
how vendor NodeSets get their
*TypeClientproxies emitted.