histsdk/docs/plans/hcal-roadmap.md

# HCAL modern-.NET client — implementation roadmap

Ordered, actionable plan to grow **histsdk** from "reads + basic config" into a broad
HCAL replacement, built on the **2023 R2 gRPC transport**. Derived from
[`hcal-capability-matrix.md`](hcal-capability-matrix.md); event details in
[`histevents.md`](histevents.md).

> Move to the repo's `docs/plans/` when execution starts. Each work item lands as: a
> protocol serializer/parser + golden-byte unit test + an env-gated live integration
> test against the local Historian.

## Progress (updated 2026-06-19)

- ✅ **R0.6 version gate** — `HistorianServerVersionGate` + `HistorianClientOptions.VerifyServerInterfaceVersion`;
  fail-closed on connect, wired into both WCF and gRPC paths. Supported versions are
  evidence-based (Hist=11, Retr=4, Trx=2; Status reachability-only), captured from the
  live server. 10 unit tests.
- ✅ **CW-1 capture pipeline** — `ProtocolCaptureSanitizer` + `ProtocolFixtureWriter` +
  `capture-tag-info` CLI command; produces sanitized `fixtures/protocol/<op>/` golden files.
  11 unit tests. First fixture: `get-tag-info/analog-*.json`.

> ⚠️ **Live-verification constraint:** the local Historian is **2020** (WCF, port 32568) — the
> 2023 R2 gRPC endpoint (32565) is absent. M0's gRPC routing (R0.1–R0.4) can be built and
> golden-byte/unit-tested here but **cannot be live-verified** without an actual 2023 R2 server.
> Treat gRPC ops as unverified until then; the byte payloads remain the proven 2020 protocol.

## Guiding principles

1. **gRPC-first.** New ops go on the `RemoteGrpc` transport (clean protobuf envelope);
   the inner `bytes` blob is the only thing to RE. Keep WCF as the legacy/Windows path.
2. **Two tests per op, always.** A golden-byte test (deterministic, no server) **and** a
   gated live test (`HISTORIAN_GRPC_HOST` / `HISTORIAN_HOST`). No op is "done" without both.
3. **Version-pin, fail closed.** Read server version at connect; gate every byte
   serializer on it; throw `ProtocolEvidenceMissingException` on mismatch — never
   best-effort parse.
4. **Capture once, encode forever.** For CAPTURE-tier items, instrument one native call,
   save a sanitized fixture under `fixtures/protocol/`, then implement against the fixture.
5. **Ship per milestone.** Each milestone is independently releasable.

Effort: **S** ≈ days · **M** ≈ ~1 week · **L** ≈ weeks. Estimates are incremental on
histsdk's existing infra (auth chain, transport, frame primitives, test harness).

---

## Milestone 0 — Foundation: full gRPC parity for the DONE surface  (M)

*Goal: everything already working over WCF also works over `RemoteGrpc`, so the whole
read/browse/status surface is Windows-free and the gRPC stack is the default path.*

| ID | Work | gRPC op | Files | Verify | Effort |
|---|---|---|---|---|---|
| R0.1 | Route browse over gRPC | `Retrieval.StartTagQuery`/`QueryTag` or `GetTagInfosFromName` | `Grpc/HistorianGrpcReadOrchestrator` (+ new `…GrpcBrowseClient`), `Historian2020ProtocolDialect` | browse tags live over gRPC | S |
| R0.2 | Route tag metadata over gRPC | `Retrieval.GetTagInfosFromName` | dialect + grpc client | metadata matches WCF result | S |
| R0.3 | Route status/system-param over gRPC | `Status.GetSystemParameter`, `Status.GetHistorianConsoleStatus` | new `Grpc/HistorianGrpcStatusClient` | system param + conn status live | S |
| R0.4 | Probe over gRPC | `*.GetInterfaceVersion` | grpc clients | `ProbeAsync` Windows-free | XS |
| R0.5 | **Capture harness for gRPC payloads** | n/a | reuse `instrument-wcf-*` tooling (same byte blobs) + add a `grpc-call-dump` helper | dump any request/response `bytes` to a fixture | S |
| R0.6 | **Version gate** | server version at connect | `HistorianClientOptions`, orchestrators | mismatched version → throws | S |

**Acceptance:** the entire Phase-0 capability set runs end-to-end over `RemoteGrpc`
(incl. Linux), no WCF on the path. 188+ unit tests green; live gRPC integration suite green.

---

## Milestone 1 — Cheap surface completion (TRIVIAL/BOUNDED)  (M–L total)

*Goal: knock out the remaining read/config surface. Order = ascending payload difficulty.*

### 1a. Trivial (XS–S each, no new payload format)
| ID | Capability | gRPC op | Notes |
|---|---|---|---|
| R1.1 | `ExecuteSqlCommandAsync` | `Retrieval.ExecuteSqlCommand` | string in → `iRetValue` + status; thin |
| R1.2 | `GetRuntimeParameterAsync` | `Status.GetRuntimeParameter` | mirror `GetSystemParameter` |
| R1.3 | `GetServerTimeZoneAsync` | `Status.GetSystemTimeZoneName` | string out |

### 1b. Bounded (decode one `bytes` payload; S–M each)
| ID | Capability | gRPC op | Payload to decode | Depends |
|---|---|---|---|---|
| R1.4 | `GetHistorianInfoAsync` | `Status.GetHistorianInfo` | GETHI buffer (partly decoded; incl. `EventStorageMode`@514) | R0.5 |
| R1.5 | Extended-property **read** | `Retrieval.GetTagExtendedPropertiesFromName` | TEP result buffer | R0.5 |
| R1.6 | Localized-property **read** | `Retrieval.GetTagLocalizedPropertiesFromName` | localized buffer | R0.5 |
| R1.7 | Event **filters** | filter bytes in `Retrieval.StartEventQuery` | filter predicate encoding (name/op/value) | R0.5 |
| R1.8 | Analog-summary query | `Retrieval.StartQuery` (summary mode) | summary row layout | — |
| R1.9 | State-summary query | `Retrieval.StartQuery` (state mode) | state-summary row layout | — |

### 1c. Bounded config writes (S–M each)
| ID | Capability | gRPC op | Payload | Notes |
|---|---|---|---|---|
| R1.10 | `RenameTagsAsync` | History rename op | rename request buffer | `AllowRenameTags` already probed |
| R1.11 | Extended-property **write** | `History.AddTagExtendedProperties` (+ groups) / `DeleteTagExtendedProperties` | TEP serialize | mirror analog CTagMetadata discipline |
| R1.12 | Localized-property **write** | `History.AddTagLocalizedProperties` / `DeleteTagLocalizedProperties` | localized serialize | |
| R1.13 | Non-analog tag create (string/discrete) | `History.EnsureTags` | distinct CTagMetadata variant | ⚠ native AddTag rejected some types — confirm server path first; may be GATED |

**Acceptance:** read + browse + metadata + system/status + property R/W + summaries +
event-filtered reads + rename all live-verified over gRPC.

---

## Milestone 2 — Event sending (CAPTURE)  (S–M)  ← headline gap

*Goal: `SendEventAsync(HistorianEvent)`. Path fully mapped in histevents.md; one capture away.*

| ID | Work | Detail |
|---|---|---|
| R2.1 | Capture the event value blob | Instrument `CCommonArchestraEventValue::PackToVtq` (or dump the VTQ value bytes) on a live `AddStreamedValue(HistorianEvent)`; save sanitized fixture |
| R2.2 | `HistorianEventWriteProtocol` | Serialize header (`ReceivedTime, EventType, EventTime, Id, RevisionVersion, IsUpdate/IsDelete, Namespace`) + typed property bag — **inverse of `HistorianEventRowProtocol`** (reuse typemarkers `0x02/0x10/0x18/0x31/0x43/…`) |
| R2.3 | Event write orchestrator | Open **Event** connection (write mode) → register CM_EVENT (already have) → `Storage.AddStreamValues` with the event VTQ |
| R2.4 | Public API | `HistorianClient.SendEventAsync(HistorianEvent)` (+ `HistorianEvent` model: Type, EventTime, property bag) |
| R2.5 | Round-trip test | Send an event → read it back via `StartEventQuery` / `v_AlarmEventHistory2`; golden-byte on R2.2 |

**Acceptance:** an event sent from histsdk appears in the historian and is read back with
matching Type + properties. **Now practical** — Historian is installed locally.

---

## Milestone 3 — Historical / non-streamed value writes (BOUNDED)  (M)

*Goal: insert original historical VTQs (backfill), the path that is NOT the gated cache push.*

| ID | Work | gRPC op |
|---|---|---|
| R3.1 | Decode non-streamed VTQ packet | `Transaction.AddNonStreamValuesBegin/AddNonStreamValues/End` |
| R3.2 | `AddHistoricalValuesAsync` | batched begin→values→end |
| R3.3 | Ingest-permission validation | confirm the target accepts original-data insert (distinct from `AddS2` cache wall) |

**Acceptance:** historical points inserted and read back. Document clearly where this
differs from (gated) streaming sample writes.

---

## Milestone 4 — HARD subsystems (deferred / optional)  (L each)

Only if the use case demands them. Each is a real subsystem, not an op.

| ID | Capability | Approach | Risk |
|---|---|---|---|
| R4.1 | Store-and-forward | **Pragmatic local queue** (durable outbox + replay on reconnect) rather than bit-faithful SF cache + `Forward*Snapshot`. Faithful SF = decode SF cache format + snapshot framing + recovery log | high; consider "good enough" |
| R4.2 | Revision / edit writes | `AddRevisionValue(s)` go via the **non-WCF storage-engine pipe** (`STransactPipeClient2`) — separate transport RE | high |
| R4.3 | Real store-forward **status** | duplex push (`SetStoreForwardEvent`) or a decoded pull endpoint — see store-forward plan | medium |
| R4.4 | Multi-historian / redundancy | client-side orchestration over N single-historian sessions (failover, ReSyncTags, partner watchdog) — build last | medium |

---

## Won't-do from the client (GATED)

- **Streaming process-sample writes** (`AddStreamedValue(HistorianDataValue)` / `AddS2`):
  runtime cache only ingests from configured IOServer/AppServer pipelines. Confirm your
  ingestion architecture instead of pursuing this.

---

## Cross-cutting workstreams (run alongside all milestones)

- **CW-1 Capture tooling** (enables R0.5, R1.x, R2.1): one reusable "call op → dump
  request/response `bytes` → sanitized fixture" path. Highest leverage — do first.
- **CW-2 Version compatibility:** matrix of tested Historian versions; serializers keyed
  by version; CI gate.
- **CW-3 Cross-platform CI:** run the gRPC suite on Linux/macOS (transport is portable;
  explicit-cred auth path).
- **CW-4 Fixtures discipline:** every new op ships a `fixtures/protocol/<op>/` golden file;
  sanitize hostnames/tags/GUIDs before commit.
- **CW-5 Public API shape:** keep the modern surface (async, `IAsyncEnumerable`,
  cancellation, options record, DI-friendly) consistent as the surface grows.

---

## Sequencing (critical path)

```
CW-1 capture tooling ─┐
M0 gRPC parity ───────┼─→ M1 cheap surface ─→ M2 event send ─→ M3 historical writes ─→ (M4 optional)
R0.6 version gate ────┘
```

Recommended first sprint: **CW-1 + M0 (R0.1–R0.6)** → a fully Windows-free, version-safe
gRPC client at today's capability. Second sprint: **M1a + M2** (cheap wins + the headline
event-send). M3/M4 as demand dictates.

## One-glance status

| Milestone | Tier | Effort | Value | When |
|---|---|---|---|---|
| M0 gRPC parity + capture tooling | foundation | M | unblocks everything, Windows-free | **now** |
| M1 cheap surface | TRIVIAL/BOUNDED | M–L | most remaining read/config | next |
| M2 event send | CAPTURE | S–M | headline write capability | next |
| M3 historical writes | BOUNDED | M | backfill | on demand |
| M4 SF / revisions / redundancy | HARD | L×N | parity completeness | defer |