Merge docs-handoff-refresh: handoff doc reflects exhausted roadmap
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01B6mcaT2PjRFKcogzp9UkfC
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Joseph Doherty
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# AVEVA Historian Managed Driver Handoff
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Last updated: 2026-05-04 (write surface live: EnsT2 + DelT + ApplyScaling)
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Last updated: 2026-06-22 (roadmap exhausted — no actionable pure-code tasks remain)
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> **Current status supersedes the historical blocker narrative below.** The
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> sections from "Active Blocker" onward are a preserved reverse-engineering
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> record of how the 2020 WCF read/write/event paths were cracked (2026-05-04).
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> They are kept for provenance; they are **not** the live state. Start with
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> "Current Status" immediately below.
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## Current Status (2026-06-22) — roadmap exhausted
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`docs/plans/hcal-roadmap.md` reachable surface is **complete**, and every plan
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under `docs/plans/` is either DONE or has only gated items left. There are
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**zero actionable pure-code tasks remaining**. Memory anchor:
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`project_roadmap_exhausted_2020wcf`.
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**Shipped + live-verified across both transports:**
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- **Reads** (WCF + gRPC): `ProbeAsync`, `ReadRawAsync`, `ReadAggregateAsync`,
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`ReadAtTimeAsync`, `ReadEventsAsync`, `BrowseTagNamesAsync`,
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`GetTagMetadataAsync`, status helpers (`GetConnectionStatusAsync`,
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`GetStoreForwardStatusAsync`, `GetSystemParameterAsync`).
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- **Writes**: `EnsureTagAsync` (analog Float/Double/Int2/Int4/UInt4, `ApplyScaling`),
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`DeleteTagAsync`, `RenameTagsAsync`, `AddTagExtendedPropertiesAsync`, and the
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M3 historical/backfill `AddHistoricalValuesAsync` (**gRPC-only**, all five
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analog types golden-tested + live write/read-back).
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- **Config reads** (mostly gRPC): `GetRuntimeParameterAsync`,
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`GetTagExtendedPropertiesAsync`, `ExecuteSqlCommandAsync` (WCF; gRPC
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server-walled), `GetServerTimeZoneAsync` (gRPC-only).
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- **Client-side**: M4 R4.1 store-and-forward outbox, R4.4 redundancy,
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R4.3 measured-idle SF status.
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The 2023 R2 **gRPC transport** (`HistorianTransport.RemoteGrpc`, port 32565)
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reuses the proven 2020 WCF byte serializers/parsers unchanged inside protobuf
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`bytes` fields, keyed by the Open2 session handle. Live-verified against a real
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2023 R2 server (History interface v12) — see `reference_2023r2_live_server_access`.
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**Everything still open is gated — none is a pure-code task:**
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1. **gRPC event ROW retrieval** (`ReadEventsAsync` #2) — chain + StartEventQuery
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work; `GetNextEventQueryResultBuffer` long-polls on no data. Needs an
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**event-bearing 2023 R2 server**. Bounded ≤30s, throws on no-row.
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2. **R4.3 active-SF magnitude** — needs an **SF-active server** (D2 storage-engine
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console handle).
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3. **SendEvent over gRPC** — **capture-gated**: no distinct RPC, framing uncaptured.
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4. **ExecuteSqlCommand over gRPC** — **server-walled** (`CSrvDbConnection`;
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RegisterTags prime doesn't help). Use WCF for SQL.
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5. **R4.2 revision EDITS** — storage-engine-pipe-only on BOTH transports (the D2 wall).
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6. **ReadBlocks** (`StartBlockRetrievalQuery`) — never captured on either transport.
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7. **DeleteTagExtendedProperties** — server-blocked on BOTH transports. The gRPC
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multiplexed-channel hypothesis was **PROBED + DISPROVEN 2026-06-22** (merge
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`c88260c`): GetTgByNm + GetTepByNm primes succeed on one shared write-enabled
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gRPC channel, yet DelTep is still rejected (native code=1) and the property
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survives — the working set is native in-process registration state, not the
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wire session. Pinned by gated negative test
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`DeleteTagExtendedProperties_OverGrpc_ProbeMultiplexedChannel`.
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8. **Deferred-by-design** items (`write-commands` D1–D3, non-analog tag create,
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etc.) — bounded out until an explicit customer/user demand signal.
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To move any remaining item you need a **different server** (event-bearing or
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SF-active), a **fresh native capture** (SendEvent gRPC framing), or a **demand
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signal** to unlock a deferred item. Live-server gRPC probe recipe: set
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`HISTORIAN_GRPC_HOST`/`_PORT 32565`/`_TLS true`/`_DNSID` + domain creds (strip
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quotes — `reference_wonder_sql_vd03_credentials`) and run the gated
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`HistorianGrpcIntegrationTests`.
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## Project Direction
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@@ -73,10 +136,12 @@ dotnet build .\Histsdk.slnx --no-restore
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dotnet test .\Histsdk.slnx --no-build --logger "console;verbosity=minimal"
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```
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Current known-good result:
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Current known-good result (2026-06-22):
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- Build succeeds.
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- Unit tests pass: 55/55.
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- Build succeeds (0 warnings / 0 errors).
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- Offline tests pass: 321/321 (live gRPC/integration tests skip cleanly without
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their env vars). Gated live tests add to this when `HISTORIAN_*` /
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`HISTORIAN_GRPC_*` are set.
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The workspace is a Git working tree (origin: gitea.dohertylan.com). Use
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normal git workflow for change tracking; the prior "no working tree, use
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@@ -227,7 +292,10 @@ Negative evidence:
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- Running the same managed `ValCl` path through .NET Framework also fails, so
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this is not just a .NET 10 WCF behavior difference.
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## Active Blocker
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## Historical: Read-Path Blocker (resolved 2026-05-04)
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> Preserved RE record. This was the *original* active blocker; it is long
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> resolved and is not the live state — see "Current Status" at the top.
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**Resolved on `2026-05-04`.** The previous blocker — managed `ValCl`
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rejected by the server — had two causes, both now fixed:
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