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

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Joseph Doherty
2026-10-12 17:01:51 -04:00
parent 934909b430
commit ba46f4f47a
3 changed files with 28 additions and 8 deletions
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@@ -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 |