docs(historian): #686 open-ended and reverse raw reads on every backend

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Joseph Doherty
2026-10-12 14:42:27 -04:00
parent 410c8d8976
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@@ -1353,6 +1353,7 @@ historian tagname, which is the tag's driver `FullName`.
- **SQL Server** (`Driver.Historian.SqlServer`): `hist.Sample` PK `(TagId, SourceTimeUtc)` — writes are insert-if-absent, so outbox redelivery is idempotent. Stores every value kind with its **real status**; per-sample aggregates (10, simple definitions) are pushed down to T-SQL with bucket math in **100 ns ticks**; the Part 13 time-weighted seven (TimeAverage/TimeAverage2/Total/Total2/Interpolative, #671 — ⚠️ `Total` is now the time-weighted integral, no longer `SUM` — plus the **duration-based** PercentGood/PercentBad, #680) stream window + 4 bound rows into the shared `TimeWeightedAggregator` (both SQL backends, identical results; reverse `Interpolative` anchored at the later time; window capped by `ServerHistorian:MaxTimeWeightedRawRows` ⇒ `BadTooManyOperations`, percentages included). ⚠️ **#680 status rules (client-visible):** TimeAverage/Total are Uncertain if any part of the interval uses an Uncertain value, is bridged across a Bad sample, is extrapolated past the last sample (⇒ a live tag's latest interval is Uncertain) or is not covered; TimeAverage2/Total2 keep the SDK time-based rule (Uncertain time counts as Good) but never extrapolate past the last sample — that interval is Partial, later ones `BadNoData` (a report-by-exception tag with nothing after its last sample reads `BadNoData` until its next sample arrives). `docs/Historian.md` §"Time-weighted aggregates". ⚠️ **#680 per-sample (client-visible):** `Count` counts **Good** samples only (value-based status; an all-Bad interval is generic Bad, value null) and an empty interval **inside the tag's data range** is `0`/Good (outside it still `BadNoData`); `Start`/`End` return the **raw** first/last sample of any quality — its own timestamp and status, value null when Bad; `Delta` is Uncertain only when the interval's first or last sample is unusable; ⚠️ #684: `Average`/`Minimum`/`Maximum`/`Range`/`*ActualTime` use **Good samples only** (was Good + Uncertain; an Uncertain-only interval is `BadNoData`), Min/Max-family status Uncertain on a Bad sample, an Uncertain value beyond the Good extreme (Part 13 — the SDK ignores that) or an Uncertain non-numeric sample, and only a **Good** String/DateTime sample refuses them (`BadAggregateInvalidInputs`; Delta still refuses any usable one); and every per-sample aggregate but `Average` sets **end-of-data Partial** on the interval holding the last sample (forward incl. its earlier edge, reverse strictly inside), never on a Bad result. The data-range lookup is a key seek on SQL Server and a `tag` symbol-index seek on QuestDB (#683 — `{p}sample.tag` is `SYMBOL INDEX`; the bootstrapper ADDs it to a pre-#683 table, idempotent), read BEFORE the bucket statement so a racing append can never yield a Good `Count` of 0 (a concurrent HistoryUpdate delete is the mirror case and still can, transiently). `docs/Historian.md` §"Aggregates". Docker-dev recipe, schema and aggregate semantics: `docs/Historian.md` §"SQL Server backend". Integration tests need `HISTORIAN_SQL_TEST_CONNECTION`. **Retention (#667):** opt-in `SqlServer:RetentionDays` (+ `PurgeInterval` 1h, `PurgeBatchSize` 4000) -> `HistorianRetentionService` purges old `hist.Sample` (per tag) / `hist.Event` in `DELETE TOP(n)` batches, Primary-gated on `IHistorizationRoleView`, one purger per DB via `sp_getapplock`; counter `otopcua.historian.retention.purged{table}`. Optional `IHistorianBackendProvider.CreateRetention` (default null). `docs/Historian.md` §Retention. - **SQL Server** (`Driver.Historian.SqlServer`): `hist.Sample` PK `(TagId, SourceTimeUtc)` — writes are insert-if-absent, so outbox redelivery is idempotent. Stores every value kind with its **real status**; per-sample aggregates (10, simple definitions) are pushed down to T-SQL with bucket math in **100 ns ticks**; the Part 13 time-weighted seven (TimeAverage/TimeAverage2/Total/Total2/Interpolative, #671 — ⚠️ `Total` is now the time-weighted integral, no longer `SUM` — plus the **duration-based** PercentGood/PercentBad, #680) stream window + 4 bound rows into the shared `TimeWeightedAggregator` (both SQL backends, identical results; reverse `Interpolative` anchored at the later time; window capped by `ServerHistorian:MaxTimeWeightedRawRows` ⇒ `BadTooManyOperations`, percentages included). ⚠️ **#680 status rules (client-visible):** TimeAverage/Total are Uncertain if any part of the interval uses an Uncertain value, is bridged across a Bad sample, is extrapolated past the last sample (⇒ a live tag's latest interval is Uncertain) or is not covered; TimeAverage2/Total2 keep the SDK time-based rule (Uncertain time counts as Good) but never extrapolate past the last sample — that interval is Partial, later ones `BadNoData` (a report-by-exception tag with nothing after its last sample reads `BadNoData` until its next sample arrives). `docs/Historian.md` §"Time-weighted aggregates". ⚠️ **#680 per-sample (client-visible):** `Count` counts **Good** samples only (value-based status; an all-Bad interval is generic Bad, value null) and an empty interval **inside the tag's data range** is `0`/Good (outside it still `BadNoData`); `Start`/`End` return the **raw** first/last sample of any quality — its own timestamp and status, value null when Bad; `Delta` is Uncertain only when the interval's first or last sample is unusable; ⚠️ #684: `Average`/`Minimum`/`Maximum`/`Range`/`*ActualTime` use **Good samples only** (was Good + Uncertain; an Uncertain-only interval is `BadNoData`), Min/Max-family status Uncertain on a Bad sample, an Uncertain value beyond the Good extreme (Part 13 — the SDK ignores that) or an Uncertain non-numeric sample, and only a **Good** String/DateTime sample refuses them (`BadAggregateInvalidInputs`; Delta still refuses any usable one); and every per-sample aggregate but `Average` sets **end-of-data Partial** on the interval holding the last sample (forward incl. its earlier edge, reverse strictly inside), never on a Bad result. The data-range lookup is a key seek on SQL Server and a `tag` symbol-index seek on QuestDB (#683 — `{p}sample.tag` is `SYMBOL INDEX`; the bootstrapper ADDs it to a pre-#683 table, idempotent), read BEFORE the bucket statement so a racing append can never yield a Good `Count` of 0 (a concurrent HistoryUpdate delete is the mirror case and still can, transiently). `docs/Historian.md` §"Aggregates". Docker-dev recipe, schema and aggregate semantics: `docs/Historian.md` §"SQL Server backend". Integration tests need `HISTORIAN_SQL_TEST_CONNECTION`. **Retention (#667):** opt-in `SqlServer:RetentionDays` (+ `PurgeInterval` 1h, `PurgeBatchSize` 4000) -> `HistorianRetentionService` purges old `hist.Sample` (per tag) / `hist.Event` in `DELETE TOP(n)` batches, Primary-gated on `IHistorizationRoleView`, one purger per DB via `sp_getapplock`; counter `otopcua.historian.retention.purged{table}`. Optional `IHistorianBackendProvider.CreateRetention` (default null). `docs/Historian.md` §Retention.
- **QuestDB** (`Driver.Historian.QuestDb`, `ServerHistorian:QuestDb:*`, Npgsql over PG wire; docker-dev overlay `docker-compose.questdb.yml`): same kinds/status/aggregates/HistoryUpdate as SqlServer, soft delete by tombstone (INSERT only — never `UPDATE`/`DELETE`; every read filters `NOT deleted`). ⚠️ **Timestamps are µs** (`QuestDbConnection.Round`/`BindTimestamp`; `IHistorianDataSource.TimestampResolutionTicks` = 10 steps HistoryRead paging), **pre-1970 cannot be stored** (writer drops, HistoryUpdate `BadOutOfRange`), every write waits for WAL visibility, TTL is enforced on write commits only, set Npgsql `Maximum Pool Size` < QuestDB's 64. `docs/Historian.md` §"QuestDB backend". - **QuestDB** (`Driver.Historian.QuestDb`, `ServerHistorian:QuestDb:*`, Npgsql over PG wire; docker-dev overlay `docker-compose.questdb.yml`): same kinds/status/aggregates/HistoryUpdate as SqlServer, soft delete by tombstone (INSERT only — never `UPDATE`/`DELETE`; every read filters `NOT deleted`). ⚠️ **Timestamps are µs** (`QuestDbConnection.Round`/`BindTimestamp`; `IHistorianDataSource.TimestampResolutionTicks` = 10 steps HistoryRead paging), **pre-1970 cannot be stored** (writer drops, HistoryUpdate `BadOutOfRange`), every write waits for WAL visibility, TTL is enforced on write commits only, set Npgsql `Maximum Pool Size` < QuestDB's 64. `docs/Historian.md` §"QuestDB backend".
- ⚠️ **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 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` walks `(lo, hi]` back in bounded FORWARD segment reads (1 min ×4 while sparse, each ≤ `MaxTieClusterOverfetch + 1` rows, a full read is re-read narrower — never answered truncated; a one-timestamp cluster over the bound ⇒ `BadTooManyOperations`; stops at the Unix epoch). 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 still differ (end-only forward / explicit reverse refused on Gateway, #675). `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. - **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.
- **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. - **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. - **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.
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@@ -620,6 +620,35 @@ paging time-based:
> anomaly. The ceiling exists to bound server-side memory on pathological data, not to cap normal > anomaly. The ceiling exists to bound server-side memory on pathological data, not to cap normal
> operation. > operation.
**Open-ended and reverse raw reads (#669, #686).** With `NumValuesPerNode > 0` one bound may be unset (Part 11): a
start-only read pages **forward** to an open upper bound; an end-only read pages **backward** from `EndTime` — the reverse
window `(MinValue, EndTime]`, newest first, so the first page is the `NumValuesPerNode` values at or before `EndTime`. An
explicit `StartTime > EndTime` is the reverse window `(EndTime, StartTime]`, newest first. These semantics hold on **every**
backend:
- **SqlServer / QuestDB** report `IHistorianDataSource.SupportsReverseRaw = true` and are sent the reverse window directly
(`… > lo AND … <= hi ORDER BY time DESC`).
- **Gateway** (the default backend) reports `false` — the gateway's `ReadRaw` streams ascending only and rejects
`start > end` with `InvalidArgument`. The server never sends it one (and the source refuses one unsent, not counted as a
health failure): it **walks the window back in bounded forward reads** (`ReverseRawReader`). It reads one segment
`(segLo, segHi]` forward — requested `[segLo, segHi + resolution]` and filtered on the samples' own timestamps, which also
drops the rows AVEVA fabricates at a query's start — keeps it newest-first, and steps to the next older segment until the
page is full or the window is exhausted. Segments start at **1 minute** and grow ×4 while sparse, so "the last N values"
of a live tag is normally one small read and sparse history is found in a few dozen tiny ones. Each segment read asks for
at most `MaxTieClusterOverfetch + 1` rows; a read that comes back full may be truncated (its newest rows are the ones
needed), so it is discarded and the segment re-read at a quarter of the width — **never answered from a truncated
read**. A single-timestamp tie cluster larger than `MaxTieClusterOverfetch` cannot be served newest-first this way and
the node is refused **`BadTooManyOperations`** (a request limit, not a backend fault). The walk stops at the **Unix epoch**
(AVEVA holds nothing earlier): a walked-back read returns no sample before 1970. Paging is unchanged — a reverse cursor
resumes as a fresh walk from its resume point.
- **Null** reports `true` (empty in either direction).
> ⚠️ **Client-visible (#686).** Since #669 an end-only capped raw read, and any explicit reverse raw read, on the Gateway
> backend failed the node (`BadHistoryOperationUnsupported`) and was counted as a historian backend failure (the gateway
> refused `start > end`). Before #669 an end-only read on Gateway returned the **oldest** N values ascending. Both now return
> the Part 11 answer — the latest values at or before `EndTime`, newest first. **Events differ:** an end-only events read on
> Gateway still keeps its forward meaning and an explicit reverse events read is refused (see below).
Continuation points are bound to the OPC UA session (the SDK's Continuation points are bound to the OPC UA session (the SDK's
`ServerConfiguration.MaxHistoryContinuationPoints` cap, default 100, with oldest-eviction; points `ServerConfiguration.MaxHistoryContinuationPoints` cap, default 100, with oldest-eviction; points
are disposed when the session closes). Resuming an unknown / evicted / released point returns are disposed when the session closes). Resuming an unknown / evicted / released point returns