Files
UA-.NETStandard/docs/StateMachines.md
Marc SchierandCopilot 46fa7d364a Harden recovery, concurrency, and resource lifetimes across the OPC UA stack (#4516)
# 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
2026-09-25 14:59:34 +00:00

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 *TypeClient proxy (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 *StateMachineState server class with the hardcoded StateTable / TransitionTable / TransitionMappings / CauseMappings overrides. Hook behavior onto that instance via StateMachineBuilder.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 a FluentFiniteStateMachineState and 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 / ToState to the two state nodes;
  • HasEffect to TransitionEventType, unless the transition was declared with hasEffect: 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);
  • HasCause to the method node, added by WithCause(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 null if 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 TranslateBrowsePathsToNodeIds against the parent's ObjectId. Optional children (ModellingRule="Optional") that aren't exposed by the server yield null.
  • 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, override CreateChildren if you need vendor-specific child variables, and call StateMachineBuilder.For<MyVendorFsm>(instance, ctx) to attach behavior.
  • Bind a method node to a cause. WithCause(methodNodeId) installs an OnCallMethod2 handler that calls DoCause(...). 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's Executable / UserExecutable attributes from IsCausePermitted — see Executable causes.
  • Drive auto-transitions. WithTimedTransition(fromStateId, timeout, transitionId, causeId) uses the server's TimeProvider to arm one timer on entry into fromStateId, 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.cs validates definition-mode chaining, validation, and freeze semantics.
  • tests/Opc.Ua.Server.Tests/StateMachines/StateMachineBuilderLifecycleTests.cs exercises every lifecycle method, including timed transitions and the layering behavior on top of pre-existing delegates.
  • tests/Opc.Ua.Server.Tests/StateMachines/FluentFiniteStateMachineStateTests.cs covers the table projections.
  • tests/Opc.Ua.Server.Tests/StateMachines/StateMachineBuilderCauseExecutableTests.cs and tests/Opc.Ua.Core.Tests/Stack/State/ProgramStateMachineStateTests.cs cover the Executable / UserExecutable reporting of causes.
  • The Part 9 conformance tests in tests/Opc.Ua.History.Tests/AlarmsAndConditions*.cs exercise AlarmClient.GetShelvingStateAsync and ObserveShelvingTransitionsAsync end-to-end against the reference server.

See also