docs(historian): #691 review — breaking change names both SDK defaults (ReturnBounds + IsReadModified), GoodNoData, Gateway horizon, HonorReturnBounds

CLAUDE.md

@@ -1355,7 +1355,7 @@ historian tagname, which is the tag's driver `FullName`.
 - ⚠️ **Reverse processed reads are Part 13/SDK-anchored (#677, client-visible):** every aggregate on SqlServer/QuestDB now anchors a reverse read at its later time — window `(end, start]`, partial interval earliest, each stamped with its later edge (was: earlier-anchored, stamped earlier edge); on forward reads Partial also marks the interval the data starts inside (not Average — the SDK's rule, forward-only); a non-default client `AggregateConfiguration` ⇒ `BadAggregateConfigurationRejected`; Gateway provisioning sends `IntegralDivisor = 1`. SDK-parity tests: `SdkAggregateParityTests`. `docs/Historian.md` §Aggregates.
 - ⚠️ **Reverse / end-only RAW reads work on Gateway (#686, client-visible):** `IHistorianDataSource.SupportsReverseRaw` (SqlServer/QuestDB/Null `true`, Gateway `false`, interface default `false`, guard-tested) — the node manager sends `start > end` only to a backend that declares it; otherwise `ReverseRawReader` serves it from FORWARD reads: uncapped ⇒ ONE forward read reversed in memory; capped ⇒ a bounded walk back in segments (ms-aligned request bounds, width aimed from observed density at ≈ N + 8 rows and carried page to page in the continuation point — #689: it used to aim at half `MaxTieClusterOverfetch`, ~32k rows per page on a dense tag; a read asks for `2N + 18` rows (a discovery segment ≤ 1,026), `MaxTieClusterOverfetch` is only the tie-cluster ceiling — a full read is re-read, never answered truncated; only more than max(1, `MaxTieClusterOverfetch`) samples within ONE MILLISECOND ⇒ `BadTooManyOperations` (per ms, not per timestamp — requests are ms-rounded, and letting a segment narrow below 1 ms stepped a page through one ms a tick per read, ~10k reads); walks no later than now + 1 day and never before the Unix epoch; #691: after two empty segments it asks once for the whole remainder, and the stretch a page proved empty rides the continuation point — the last pages of a deep page-through no longer each walk ~14 reads to 1970). The raw/events tie-path oversized-cluster refusal is now `BadTooManyOperations` too (was `BadHistoryOperationUnsupported`). Uncapped Gateway raw reads (forward too) used to send `max_values = 0`, which the client/gateway reject — now unbounded (`int.MaxValue`; a ceiling refusal ⇒ `BadTooManyOperations`), and a cancelled read is no longer a backend failure. Since #669 such reads failed the node on Gateway and counted as a backend fault (the gateway rejects start > end — `GatewayHistorianDataSource.ReadRawAsync` now refuses one unsent); before #669 an end-only Gateway read returned the OLDEST N ascending — now the latest N at/before EndTime, newest first. Events follow since #691.4: a reverse/end-only capped events read on Gateway (`SupportsReverseEvents` false; Null now reports `true` and answers empty) is walked back the same way (ties sorted by EventId — the gateway orders by time only; one extra event found ⇒ continuation point) — it used to be refused `BadHistoryOperationUnsupported` (explicit reverse) or answered with the OLDEST N ascending (end-only); needs the gateway's `RuntimeDb:EventReadMaxRows` 0/unlimited (it truncates silently). Uncapped Gateway events reads (forward too) used to throw "Array dimensions exceeded" (result list pre-sized to `int.MaxValue`) — fixed. Above a truncated read the walk gallops up from the newest row seen, then bisects (never below 1 ms): a burst that ended 100 days ago ≈ 18 reads, a dense tag that stopped days ago ≈ 26. `docs/Historian.md` §"Open-ended and reverse raw reads".
 - **Advertised aggregates (#682):** `IHistorianDataSource.SupportedAggregates` (Gateway 4 via `GatewayHistorianDataSource.ServedAggregates`, SqlServer/QuestDB 17 via `AggregateFamilies.Served`, Null **none**; a null set ⇒ all) is the one authority for `HistoryServerCapabilities/AggregateFunctions` (i=11201 — only its folder references are trimmed) and the up-front `BadAggregateNotSupported` in HistoryRead-Processed. ⚠️ `ServerCapabilities/AggregateFunctions` (i=2997) is deliberately NOT trimmed: it keeps the SDK's 37 because live `AggregateFilter` subscriptions still compute them all. ⚠️ Historian disabled ⇒ Processed is now `BadAggregateNotSupported`, not `GoodNoData`. `docs/Historian.md` §Advertised aggregates.
-- **Raw `ReturnBounds` is honoured on every backend (#691, client-visible):** Part 11 bounding values (§4.6 Table 1 is the test oracle) are composed in the server by `HistoryBounds` from each backend's raw reads — "at or before" = capped reverse read (native on SQL backends, the #686 `ReverseRawReader` walk-back on Gateway, never AVEVA's synthetic boundary row), "at or after" = capped forward read. Bounds are stored samples of any quality, count toward `NumValuesPerNode`, start bound on the first page / end bound on the last (pending end bound rides the continuation point); missing ⇒ `Bad_BoundNotFound` (null, at the bound time; a one-sided read's open side ±1 s from the previous value). ⚠️ The .NET SDK's `new ReadRawModifiedDetails()` defaults `ReturnBounds = true`, so a client that never set it now gets bounds — set it `false` in any test/client building details (Client.Shared already does). `IsReadModified` + `ReturnBounds` ⇒ `Bad_InvalidArgument` (§6.5.3.3). `docs/Historian.md` §Bounding values.
+- **Raw `ReturnBounds` is honoured on every backend (#691, client-visible):** Part 11 bounding values (§4.6 Table 1 is the test oracle) are composed in the server by `HistoryBounds` from each backend's raw reads — "at or before" = capped reverse read (native on SQL backends, the #686 `ReverseRawReader` walk-back on Gateway, never AVEVA's synthetic boundary row), "at or after" = capped forward read. Bounds are stored samples of any quality, count toward `NumValuesPerNode`, start bound on the first page / end bound on the last (pending end bound rides the continuation point); missing ⇒ `Bad_BoundNotFound` (null, at the bound time; a one-sided read's open side ±1 s from the previous value). ⚠️ **Breaking for SDK-default clients:** the .NET SDK's `new ReadRawModifiedDetails()` defaults BOTH `ReturnBounds = true` AND `IsReadModified = true` — a client that cleared only `IsReadModified` now gets bounds, and one that set neither is a modified read with bounds ⇒ `Bad_InvalidArgument` (§6.5.3.3); set both explicitly (Client.Shared does; tests building details must too). No data AND no bound found ⇒ `GoodNoData`, no values (the pre-bounds answer). On Gateway the at-or-after lookup ends at now + 1 day (never a year-9999 end to AVEVA). Kill switch `ServerHistorian:HonorReturnBounds` (default `true`; `false` = pre-#691). `docs/Historian.md` §Bounding values.
 - **Real status fix:** the recorder used to stamp every sample Good (`192`); it now carries the driver's status. ⚠️ On the **Gateway** backend this changes nothing stored: the gateway discards quality (C-002), so AVEVA still stores Good.
 - **Comms loss is historized as an outage marker** (`Empty` + `BadNoCommunication`, one per tag per outage) on SqlServer; dropped (`DroppedUnsupportedKind`) on Gateway. Outbox records are **format v2** — drain or delete `ContinuousHistorization:OutboxPath` before downgrading a node.
 - **HistoryUpdate** (SqlServer + QuestDb; Gateway ⇒ `BadHistoryOperationUnsupported`): Insert/Replace/Update/DeleteRaw/DeleteAtTime, **Primary-only** since #674 (off-Primary ⇒ `BadInvalidState`, after authorization AND after planning — an unservable request (Remove / `IsDeleteModified` / not historized) stays `BadHistoryOperationUnsupported` off-Primary; the verdict is `IHistoryUpdateRoleView` = the data-plane verdict but **closed until this node's first redundancy snapshot**, so a pair cannot both accept in the boot window; admin-only nodes register no view ⇒ no gate; reads ungated), items with a `SourceTimestamp` past now + `ServerHistorian:HistoryUpdateMaxFutureSkew` (default 1 day, ≤0 disables) ⇒ `BadOutOfRange` in the node manager (every backend), gated in both ACL modes — flag off needs the `HistoryUpdate` role from a **Cluster-scoped** grant (+ key re-check), flag on uses `DataPlaneAuthorizer`'s HistoryUpdate operation; `WriteOperate` never implies it. The `HistoryWrite` AccessLevel bit is set only when an updater is wired at materialise time. `docs/Historian.md` §HistoryUpdate, `docs/security.md`. ⚠️ **SqlServer schema v1 is accepted (#674)** with `AutoCreateSchema=false`: writes/reads/events/retention work; modified reads + HistoryUpdate ⇒ node-level `BadHistoryOperationUnsupported` on every arm (the updater throws `NotSupportedException`, nothing sent; the `HistoryWrite` bit is still advertised — not knowable at materialise time), retention skips `SampleModified`, one Warning per boot (`SqlServerSchemaBootstrapper.SupportsModifiedTrail`; `RequiredVersion` = 1, `ModifiedTrailVersion` = 2). QuestDB: keep `cairo.ttl.use.wall.clock=true`; a QuestDB trail INSERT retried after a client timeout duplicates (no DEDUP key).
@@ -1382,6 +1382,7 @@ authorization uses the standard `AccessLevels.HistoryRead` bit set at materializ
 | `CaCertificatePath` | `null` | PEM CA file pinning the gateway TLS chain; null/empty uses the OS trust store |
 | `CallTimeout` | `00:00:30` | Per-call deadline for each unary gateway read |
 | `MaxTieClusterOverfetch` | `65536` | Bounded over-fetch the HistoryRead-Raw paging uses to page within an oversized same-timestamp tie cluster (retained from the prior backend) |
+| `HonorReturnBounds` | `true` | #691 kill switch: `false` ignores HistoryRead-Raw `ReturnBounds` as before (no bounding values, no modified-read `Bad_InvalidArgument`) |
 | `HistoryReadBatchParallelism` | `4` | Max nodes served concurrently within one HistoryRead batch (03/S3); `⌈N/P⌉ × CallTimeout` worst case instead of sequential |
 | `MaxConcurrentHistoryReadBatches` | `16` | Process-wide concurrent HistoryRead batch cap (03/S3); flood degrades to `BadTooManyOperations`. Total in-flight reads capped at 16 × 4 = 64 |
 | `MaxTimeWeightedRawRows` | `1000000` | `SqlServer`/`QuestDb` (#671): raw in-window rows one time-weighted aggregate read (incl. `Total` and, since #680, PercentGood/PercentBad) may stream into the C# evaluator — and, since #681, every `Gateway` per-sample read (raw-evaluated); window query capped at this + 1, past it ⇒ `BadTooManyOperations` for that node. ≤ 0 = unbounded. Gateway (#688): the `cap + 18` budget is clamped at the gateway's default `MaxValuesCeiling` (1,000,000) while the cap is ≤ it, so the default no longer trips a strict (`AllowStreamingBeyondCeiling=false`) gateway |

docs/Historian.md

@@ -111,6 +111,7 @@ Processed read is `BadAggregateNotSupported` and no history aggregate functions
     "CaCertificatePath": null,
     "CallTimeout": "00:00:30",
     "MaxTieClusterOverfetch": 65536,
+    "HonorReturnBounds": true,
     "HistoryReadBatchParallelism": 4,
     "MaxConcurrentHistoryReadBatches": 16,
     "HistoryReadDeadline": "00:01:00",
@@ -144,6 +145,7 @@ Processed read is `BadAggregateNotSupported` and no history aggregate functions
 | `CaCertificatePath` | string\|null | `null` | **Gateway backend only.** PEM CA file pinning the gateway's TLS chain. Null/empty uses the OS trust store. |
 | `CallTimeout` | TimeSpan | `00:00:30` | **Gateway backend only.** Per-call deadline applied to each unary gateway read. A read for a tag the historian does not yet know about — e.g. a freshly-historized tag that has **not** been provisioned (see [Tag auto-provisioning](#tag-auto-provisioning-ensuretags)) — can run to this **full** deadline before the gateway errors, so an unprovisioned-tag HistoryRead can block for ~30 s. Lower this to fail faster, at the cost of truncating legitimately long reads. |
 | `MaxTieClusterOverfetch` | int | `65536` | (Node-manager paging; all backends — a `SqlServer` PK rules out tie clusters, so it is moot there.) Maximum samples the server will fetch in one shot to page through a tie cluster (multiple samples sharing one `SourceTimestamp`). A cluster larger than this ceiling fails `BadTooManyOperations` (#686; was `BadHistoryOperationUnsupported`). Also the per-read row budget of a Gateway reverse raw read (walked back from forward reads, #686): one timestamp holding more samples is refused `BadTooManyOperations`. Values below 1 count as 1. Raise to handle abnormally large tie clusters; the default covers all normal-data cases. |
+| `HonorReturnBounds` | bool | `true` | (#691, all backends.) Whether HistoryRead-Raw honours `ReturnBounds` (Part 11 bounding values, [Bounding values](#bounding-values-returnbounds-691)). `false` is the kill switch back to the pre-#691 behaviour: the flag is ignored (stored samples only) and a modified read carrying it is not refused `Bad_InvalidArgument`. Note the .NET SDK defaults both `ReturnBounds` and `IsReadModified` to `true`. |
 | `HistoryReadBatchParallelism` | int | `4` | Max historized nodes served **concurrently** within one HistoryRead batch (arch-review 03/S3). The SDK's `HistoryRead*` override surface is synchronous, so each arm bridges once at its boundary; this turns per-node serving from sequential (`N × CallTimeout` worst case) into `⌈N / P⌉ × CallTimeout`. Also caps the gateway-load multiplication a single client can command. `≤ 1` serves sequentially. |
 | `MaxConcurrentHistoryReadBatches` | int | `16` | Process-wide limit on HistoryRead (and HistoryUpdate) batches served **concurrently** (arch-review 03/S3). A flood of history clients degrades to `BadTooManyOperations` rather than exhausting the SDK request-thread pool. With `HistoryReadBatchParallelism` this caps total in-flight gateway reads at `MaxConcurrentHistoryReadBatches × HistoryReadBatchParallelism` (default 16 × 4 = 64). A batch that cannot get a slot within `min(HistoryReadDeadline, 5 s)` fails every handle `BadTooManyOperations`. |
 | `MaxTimeWeightedRawRows` | int | `1000000` | `SqlServer` / `QuestDb` (#671), and the `Gateway` per-sample aggregates (#681 — every per-sample read there streams raw samples, so the cap applies to the window's raw rows; see [Aggregate set](#aggregate-set-and-badaggregatenotsupported-285)). The most raw in-window samples one [time-weighted aggregate](#time-weighted-aggregates-part-13-671) read (TimeAverage, TimeAverage2, **Total**, Total2, Interpolative, and — since #680 — **PercentGood/PercentBad**) may stream into the server-side evaluator — that family is **not** pushed down to SQL. The window query is capped at this + 1 rows; one row past the cap fails **that node** with `BadTooManyOperations` (not counted as a backend fault) instead of holding a pooled connection until `HistoryReadDeadline` and returning `BadTimeout`. Bound rows outside the window do not count; per-sample aggregates are not capped on the SQL backends (pushed down). 1 000 000 ≈ 11.5 days of a 1 Hz tag. Non-positive = unbounded (a `Validate()` warning). `Gateway` (#688): the row budget it asks the gateway for (`cap + 18`) is clamped at the gateway's default `MaxValuesCeiling` (1,000,000) while the cap is at or under it, so the default works against a gateway with `AllowStreamingBeyondCeiling=false`; against a gateway with a *lower* ceiling the refused budget is retried once at the ceiling the gateway names (#691.3), so no change is needed (`ceiling − 18` only saves that round-trip). |
@@ -759,11 +761,18 @@ data.
 
 ### Bounding values (`ReturnBounds`, #691)
 
-⚠️ **Client-visible.** Until #691 `ReadRawModifiedDetails.ReturnBounds` was ignored on every backend. It is now honoured on
-**every** backend (SqlServer, QuestDB, Gateway, and none), following OPC UA Part 11 §4.6 / §6.5.3.2 and checked against every row
-of Part 11 Table 1. **Note that the OPC Foundation .NET SDK's `new ReadRawModifiedDetails()` defaults `ReturnBounds` to `true`**:
-a .NET client that never set it used to get stored values only and now gets bounds too. `Client.Shared` (Client.CLI / Client.UI)
-sets it `false` explicitly, and ScadaBridge does not issue HistoryRead.
+⚠️ **Client-visible — a breaking change for .NET clients that rely on SDK defaults.** Until #691
+`ReadRawModifiedDetails.ReturnBounds` was ignored on every backend. It is now honoured on **every** backend (SqlServer, QuestDB,
+Gateway, and none), following OPC UA Part 11 §4.6 / §6.5.3.2 and checked against every row of Part 11 Table 1. **The OPC Foundation
+.NET SDK's `new ReadRawModifiedDetails()` defaults BOTH `ReturnBounds = true` AND `IsReadModified = true`** (verified on
+1.5.378.106), so:
+
+- a client that clears `IsReadModified` but never sets `ReturnBounds` used to get stored values only and **now gets bounding values**;
+- a client that sets neither (a bare `new ReadRawModifiedDetails { StartTime, EndTime }`) is a *modified* read with bounds, which
+  used to be served (or `BadHistoryOperationUnsupported` on a backend with no trail) and is **now `Bad_InvalidArgument`** (§6.5.3.3).
+
+Set both explicitly. `Client.Shared` (Client.CLI / Client.UI) already does, and ScadaBridge does not issue HistoryRead. The kill
+switch `ServerHistorian:HonorReturnBounds = false` restores the pre-#691 behaviour (both changes) fleet-wide.
 
 - **What a bound is.** Forward (`StartTime < EndTime`): the start bound is the stored sample **at or immediately before**
   StartTime, the end bound the one **at or immediately after** EndTime. Reverse mirrors it (start bound at or after StartTime, end
@@ -772,6 +781,10 @@ sets it `false` explicitly, and ScadaBridge does not issue HistoryRead.
   `StartTime == EndTime` reads forward: the data is the samples at that instant, the end bound the first sample strictly after it.
 - **A bound is a stored sample of any quality** — a Bad sample or a comms-loss outage marker comes back as stored. Inside a tie
   cluster the bound is the cluster's first sample in the read's direction.
+- **Nothing at all ⇒ `GoodNoData`.** A read with no data in the window **and** neither bound found returns no values and
+  `GoodNoData` — the answer it gave before bounds (§6.5.3.2: bounds make the result a success only "if one or both exist"). This is
+  judged over the whole read (it only arises on a single, final first page); once any bound or value exists, a missing bound is
+  returned as its placeholder.
 - **Missing bound:** `Bad_BoundNotFound`, null value, stamped with StartTime / EndTime. A one-sided read's open side (only a
   StartTime, or only an EndTime) is never looked up; it ends the read as `Bad_BoundNotFound` stamped one second after (forward) or
   before (reverse) the previous returned value (Table 1 footnotes a/b). `Bad_BoundNotSupported` is never returned — every backend
@@ -783,11 +796,16 @@ sets it `false` explicitly, and ScadaBridge does not issue HistoryRead.
 - **How it is served — one authority, `HistoryBounds` in the OPC UA server.** "At or before T" is a newest-first read of `(0, T]`
   capped at one — native on SqlServer/QuestDB, the #686 walk-back of bounded forward reads on the Gateway (so a tag with no sample
   before StartTime walks back to 1970: the same ~14–16 small reads as a deep reverse page-through). "At or after T" is a forward read
-  of `[T, MaxValue)` capped at one; "strictly after" starts one storage resolution later. On QuestDB, whose window bounds truncate to
+  of `[T, MaxValue)` capped at one — on the **Gateway** it ends at **now + 1 day** instead (the walk-back's horizon; the
+  HistorianGateway only checks `start ≤ end`, so a year-9999 end would reach AVEVA), and an end bound beyond that horizon is
+  `Bad_BoundNotFound` without a read. SqlServer/QuestDB keep `MaxValue` (they bind it safely and may hold samples further ahead).
+  "Strictly after" starts one storage resolution later. On QuestDB, whose window bounds truncate to
   the microsecond, "on the bound" compares at that resolution, so a sample at ⌊StartTime⌋ is never returned twice. A first page
   therefore costs up to three backend reads (start bound, data, end bound). The `BoundingValueConformance` suite pins those exact
   lookup reads on SqlServer and QuestDB.
 - **Modified reads:** `IsReadModified = true` with `ReturnBounds = true` is `Bad_InvalidArgument` per node (Part 11 §6.5.3.3).
+- **Kill switch:** `ServerHistorian:HonorReturnBounds` (default `true`). `false` ignores `ReturnBounds` exactly as before #691 —
+  stored samples only, and no modified-read rejection.
 - **Not affected:** Processed, AtTime and Events reads (they have no `ReturnBounds`).
 
 ### Continuation-point paging (Events) (#669)

src/Server/ZB.MOM.WW.OtOpcUa.OpcUaServer/HistoryBounds.cs

@@ -43,7 +43,8 @@ internal sealed record HistoryEndBound(
 ///         <b>Lookups.</b> "At or before T" is a newest-first read of <c>(0, T]</c> capped at one — native on a backend that
 ///         declares <see cref="IHistorianDataSource.SupportsReverseRaw"/>, otherwise <see cref="ReverseRawReader"/>'s walk-back
 ///         from bounded forward reads (the Gateway: NOT AVEVA's synthetic boundary row, which is stamped at the query start
-///         rather than at the prior sample's own time). "At or after T" is a forward read of <c>[T, MaxValue)</c> capped at one;
+///         rather than at the prior sample's own time). "At or after T" is a forward read of <c>[T, MaxValue)</c> capped at one (on a
+///         forward-only backend ending at now + <see cref="ReverseRawReader.LookAhead"/> instead — #691 review);
 ///         "strictly after T" starts one storage resolution later (lossless: nothing is stored in between). Inside a tie
 ///         cluster the bound is the cluster's first sample in the read's direction — the forward read's first, the reverse
 ///         read's first (the forward order's last).