Commit Graph

1116 Commits

Author SHA1 Message Date
Joseph Doherty 549d2d68b3 perf(historian): index the QuestDB sample tag column; read the data range before the buckets (#683)
QuestDB: {p}sample.tag is now SYMBOL INDEX. The processed-read data-range
lookups (EarliestSample / LatestSample) were partition scans of the unindexed
symbol; on 53.6M rows / 120 tags / 61 daily partitions the indexed seeks are
1-1.5 ms warm / 2-4 ms cold whatever the tag's history (unindexed: up to 11 ms
warm, 14 ms cold; cost grew with the table). The bootstrapper adds the index to a
pre-#683 table (ALTER ... ADD INDEX, a WAL txn, idempotent, ~3 s for 68M rows);
AutoCreateSchema=false only logs the statement. Disk +~12%; write apply time
within noise; main per-sample/raw/time-weighted queries unchanged or faster.

Rejected by measurement/analysis: bounded existence probes (still full scans
when a side is absent), LATEST ON (slowest unindexed), per-tag first/last side
table (cannot track TTL drops or deletes INSERT-only).

Both backends now read the data range before the bucket statement: an append
racing the read reaches the buckets but not the range, so it can no longer
produce a Good Count of 0 for an interval that has samples.

Tests: TagIndexTests (new-table index, bound-param seek uses the index,
tombstones excluded / outage marker counted, pre-#683 migration with identical
processed results across 10 aggregates x 4 windows x both directions).
2026-10-12 10:15:48 -04:00
Joseph Doherty 9d5eef658f fix(historian): #681 re-review — OpcQuality low-byte comparison, no-data boundary quality is 1 2026-10-12 10:06:54 -04:00
Joseph Doherty 5f225f0b44 fix(historian): #681 on #682/#684 — Gateway served set is the 12-member ServedAggregates; raw buckets use Good-only values
- #682: ServedAggregates (ten raw-evaluated per-sample + TimeAverage/Total) replaces the placeholder
  AggregateModeMapper.Served; NativeAggregates is derived from the mapper's switch. The Gateway
  expectations in AggregateModeMapperTests, HistorianBackendRegistryTests and
  AdvertisedAggregateFunctionsWireTests move to the 12-member set (the wire tests' 'not served by
  Gateway' example is now TimeAverage2).
- #684: RawBucketAccumulator applies the SQL backends' Good-only value columns (Avg/Min/Max/Sum and
  the ActualTime extreme over Good numeric samples), UncertainMin/UncertainMax over Uncertain numeric
  samples, and GoodNonNumeric. The parity oracle carries the #684 InMemoryRows and the DenseUncertain /
  UncertainBeyond / UncertainText datasets.
2026-10-12 10:00:30 -04:00
Joseph Doherty 78f604e0cd feat(historian): Gateway serves the per-sample aggregates from raw reads with the shared Sql.Common evaluator (#681)
Average, Count, Minimum, Maximum, Range, Start, End, Delta and Minimum/MaximumActualTime are evaluated
on the Gateway backend from forward ReadRaw reads with BucketPlan + AggregateEvaluator, so Gateway
matches SqlServer/QuestDB exactly (values, status bits, interval-start stamps, #677 reverse).

- Window read [start - 1 ms, end] so AVEVA's initial-value row never lands in a bucket; a pre-window
  row proves earlier data only with a non-Bad OPC quality (histsdk puts a value on every NULL row).
- Earlier data otherwise from a 2-row [1970, start) probe; later data from a 2-row [end, now+1d]
  look-ahead; both ignore rows stamped at their query start/end.
- No gateway stream is ever abandoned (a client-side cancel makes the gateway evict its shared
  historian session); past ServerHistorian:MaxTimeWeightedRawRows the bounded stream is drained, then
  BadTooManyOperations. The gateway's max_values-ceiling InvalidArgument maps to the same limit; a
  caller cancellation is not a backend fault.
- TimeAverage/Total stay AVEVA-native (no prior-sample read for exact Part 13 bounds), now stamped with
  the interval start (PENDING the live leg: histsdk's tail+43 start_time field is unverified) and
  carrying the Calculated bits.
- Served set: GatewayHistorianDataSource.ServedAggregates (12). Live AVEVA leg open (VPN).
2026-10-12 09:56:54 -04:00
Joseph Doherty c0d6bacd9c fix(historian): #684 review — Uncertain non-numeric samples do not refuse the Good-value aggregates; real-SQL Uncertain-above-max test
- Average/Minimum/Maximum/Range/*ActualTime refuse (BadAggregateInvalidInputs) only a GOOD
  String/DateTime sample (new GoodNonNumericCount / good_non_numeric_count column); an Uncertain
  one is skipped and makes the min/max family Uncertain, matching the SDK (Average skips it,
  ComputeMinMax flags the uncastable value). Delta keeps its usable-sample refusal.
- ProcessedConformance: an Uncertain value above the Good maximum (pins UncMax/unc_max through
  the real SQL) and an Uncertain String through the real SQL.
- The_uncertain_dataset_is_not_vacuous also proves the min/max STATUS discrimination.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-10-12 09:54:51 -04:00
Joseph Doherty a11ab0dc08 fix(historian): per-sample Average/Min/Max/Range/ActualTime use Good samples only, Part 13 min/max status (#684)
Part 13 defines Average/Minimum/Maximum/Range/*ActualTime over Good raw values
(independent of TreatUncertainAsBad) and the SDK's calculators skip Uncertain values
under the server's TreatUncertainAsBad=false. SqlServer/QuestDB value columns now use
the good flag (g) instead of usable (u); new UncMin/UncMax columns feed the Part 13
Minimum/Maximum/Range status rule (Uncertain on a Bad sample or an Uncertain value
beyond the Good extreme -- the SDK applies only the Bad half). An Uncertain-only
interval is BadNoData. Uncertain-bearing parity datasets (in-memory + real SQL) match
the SDK unmasked; the beyond-extreme divergence is pinned explicitly.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-10-12 09:24:09 -04:00
Joseph Doherty c019d0fc2b fix(historian): trim only HistoryServerCapabilities/AggregateFunctions; null set = all (#682 review)
ServerCapabilities/AggregateFunctions (i=2997) is Part 5's list of every
aggregate the server supports, and live AggregateFilter subscriptions still
compute all 37 SDK aggregates, so it keeps the SDK's full set; only i=11201
follows the backend. A null SupportedAggregates is treated as the interface
default (all) by both the advertisement and HistoryRead-Processed (it used to
NRE inside the batch). Docs: i=2997/i=11201 split and the boot window.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-10-12 09:18:53 -04:00
Joseph Doherty ede8610804 refactor(historian): Gateway served set behind GatewayHistorianDataSource.ServedAggregates (#682, merge seam for #681)
Co-Authored-By: Claude <noreply@anthropic.com>
2026-10-12 08:57:19 -04:00
Joseph Doherty 6ea3ba44da feat(historian): advertise only the backend's aggregates under AggregateFunctions (#682)
IHistorianDataSource.SupportedAggregates (default: every HistoryAggregateType)
is the one authority for both ServerCapabilities/AggregateFunctions (i=2997) and
HistoryServerCapabilities/AggregateFunctions (i=11201) and for the up-front
BadAggregateNotSupported in HistoryRead-Processed. Gateway declares
AggregateModeMapper.Served (4), SqlServer/QuestDB AggregateFamilies.Served (17),
Null none. Only the folder references are trimmed; the SDK's calculator
factories stay so live AggregateFilter subscriptions keep working.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-10-12 08:52:47 -04:00
Joseph Doherty 2ceed561ad fix(historian): live-gate 8 F1 — per-sample counts and picks from one table version (#680 follow-up)
QuestDB Start/End/Delta reads of a tag being written intermittently failed
BadHistoryOperationUnsupported (InvalidCastException: Column 'ts_3' is null):
the StartEnd query referenced its CTE four times and QuestDB opens a table
reader per reference, so a row committed between two of them was counted but
not picked. MinimumActualTime/MaximumActualTime had the same race and returned
a value-less Good.

(a) SQL
- QuestDB StartEnd: one scan, one GROUP BY — first()/last() for the
  any-quality picks, arg_min/arg_max keyed on the usable rows' time for the
  usable picks (no str_value: arg_min has no VARCHAR form; only Delta reads
  them). Byte-identical output to the old query on a 1M-row tag, ~15% faster.
- SqlServer StartEnd: one windowed pass + conditional MAX (was five CTE
  references); identical output, 1.4-3x faster.
- ActualTime kept on both backends: every single-scan form measured 1.2-2.4x
  slower; its inconsistency is absorbed by (b).

(b) Defence in depth on both backends
- ReadBucket takes DbDataReader and reads absent picks as null
  (ReadStoredOrNull) instead of throwing.
- AggregateEvaluator: Delta with a missing first/last usable pick and
  ActualTime with a missing extreme are BadNoData (were BadAggregateInvalidInputs
  / a value-less Good); Start/End with no pick already were.
- Unit tests (Sql.Common evaluator, QuestDb + SqlServer mappers over a
  DataTableReader) fail with the guards removed.

LiveWriteReadRaceStressTests (QuestDB integration, opt-in via
HISTORIAN_QUESTDB_STRESS_SECONDS, Category=SlowUnit): single-row writer vs
4 tight-loop readers. Old code: 6 faults in ~105k reads; new: 0 in 106k.

Docs: Historian.md QuestDB processed-read note; F2 (Min/Max on the interval
start: SDK raw, ours Calculated) and F3 (integer tags: SDK casts interpolated
values to the integer type, ours Double) added to the SDK-parity deviations.
2026-10-11 18:28:29 -04:00
Joseph Doherty b5e3e5108c docs(historian): #680 lane B review — QuestDB data-range lookups are partition scans, both-direction gate, all-Bad Count 0x80000401, outage-last parity test, CLAUDE.md per-sample bullet 2026-10-11 16:39:39 -04:00
Joseph Doherty dbfe2fc4de fix(historian): #680 lane B — per-sample Count/Start/End/Delta per Part 13 + forward end-of-data Partial
Count: Good samples only, value-based status (all Bad => generic Bad), 0/Good on an
empty interval inside the tag's data range [first, last] (both directions).
Start/End: the raw first/last sample of any quality (own value, status, timestamp).
Delta: Uncertain only when the interval's first or last sample is not usable.
Forward end-of-data Partial (SDK m_endOfData, earlier edge inclusive) for every
per-sample aggregate but Average (PercentGood/Bad left to lane A).
Backends push down first/last-any-quality columns and fetch the tag's data range
(earliest <= window end, latest >= window start) only when NeedsDataRange.
SDK parity masks for Start/End/Delta/Count removed; new parity datasets.
2026-10-11 16:38:19 -04:00
Joseph Doherty 0d206a0884 fix(historian): #680 review — recovery/only-sample TA2/Total2 value, outage-last + Boolean parity, docs
TimeAverage2/Total2: the interval the data ends inside with no non-Bad time
before its last sample (comms-loss recovery, a single sample) answers that
sample's value (Total2 0), Uncertain + Partial, instead of Bad/BadNoData —
as the SDK. Parity datasets RecoveryEnds, OutageLast, BoolSwitch with
documented masks; ProcessedConformance's reverse TA/Total mask narrowed to
the later-edge-sample interval. Docs: report-by-exception consequence,
outage-last and Boolean differences; CLAUDE.md historian bullet.
2026-10-11 16:02:22 -04:00
Joseph Doherty b61975f7d7 fix(historian): #680 lane A — time-weighted aggregates follow Part 13
TimeAverage/Total: Uncertain when a Bad value is skipped, an Uncertain value
is used, the value is extrapolated or the interval is not covered; an
interval wholly inside an outage bridges (Uncertain); Total integrates only
the covered part. TimeAverage2/Total2 stop at the end of the data (Partial,
then BadNoData). PercentGood/PercentBad become duration-based and move to
the time-weighted family (now subject to MaxTimeWeightedRawRows). Reverse
reads set Partial on the interval holding the latest sample when nothing
follows (SDK m_startOfData). Parity tests gain end-of-data and outage
datasets; pre-existing #680 masks removed.
2026-10-11 15:52:30 -04:00
Joseph Doherty fb5ec80fe6 fix(historian): #679 Gateway — Average/Count not supported (no AVEVA equivalent), TimeAverage → TimeWeightedAverage 2026-10-11 15:19:21 -04:00
Joseph Doherty beb1c583b1 fix(opcuaclient): #676 live gate A1 — a sustained closed connection is a definitive loss
Live gate A1 (docker-dev, opc-plc restart / SIGINT / kill): the fast path never fired —
a real process stop delivers no session status; the keep-alives report
BadSecureChannelClosed (0x80860000) once, then BadConnectionClosed (0x80AE0000)
interleaved with BadNoCommunication for the whole outage.

Reproduced in-process with TcpStallProxy.HardClose (reset every connection, refuse new
ones; server and session alive behind it): the identical sequence, and the SDK 1.5.378
session never opens a new connection on its own (48 s with the proxy accepting again,
zero attempts) — a closed channel cannot recover in place.

The driver now treats BadSecureChannelClosed/BadConnectionClosed as definitive on the
SECOND closed-channel keep-alive failure in one outage (a good keep-alive resets the
count), raising ConnectionLost ~1 keep-alive after the drop. BadNoCommunication /
BadRequestTimeout / BadNotConnected (stall/pause) stay with the watchdog; the stall test
still sees no ConnectionLost. New wire test (hard close + reopen ⇒ raised once, SDK never
reconnects, reinit brings the identical value back Good) and unit tests (sustained raises
once; a single blip that recovers does not) — all red on the previous code. Docs updated.
2026-10-11 12:34:52 -04:00
Joseph Doherty 945ec2c069 Merge feat/677-aggregates: reverse processed reads SDK-anchored, start-of-data Partial (forward), AggregateConfiguration accept-defaults, IntegralDivisor=1, SDK parity tests (#677) 2026-10-11 11:47:52 -04:00
Joseph Doherty 7349260231 fix(historian): #677 review — start-of-data Partial forward-only, bounded/skipped earliest-sample query, wider SDK parity
F1: the SDK applies its m_startOfData Partial rule to forward reads only; ours
now does too (AggregateEvaluator.EvaluateAll + TimeWeightedAggregator). New
reverse late-start parity tests through the SDK oracle (unit) and real SQL
(conformance, both backends).
F2: AggregateEvaluator.NeedsEarliestSample — the earliest-sample query runs
only for forward reads of aggregates other than Average, and is bounded by
the window end (SqlServer < @end, QuestDB ts < $2).
F3: per-sample SDK parity extended to Range, Start, End, Delta, Min/Max
ActualTime and PercentGood/Bad (oracle maps StatusAggregateCalculator);
pre-existing definitional differences masked and marked #680.
Docs: Historian.md Partial/SDK-parity sections, CLAUDE.md bullet.
2026-10-11 11:47:22 -04:00
Joseph Doherty 50c09e21d5 Merge feat/676-opcuaclient-followups: endpoint host+port rewrite, TCP-stall wire test, ReconnectPeriod removed, IDriverConnectionLossSource fast recovery, trailing re-read, replay summary (#676) 2026-10-11 11:45:26 -04:00
Joseph Doherty 27bf4826d6 fix(opcuaclient): #676 re-review — trailing read skips refs delivered to while in flight
1. A per-ref delivery counter (bumped under the delivery lock by every publish path) is
   captured before the trailing read is issued; a ref delivered to since is skipped.
   Without source timestamps the read's sample could not be ordered against a notification
   that landed mid-read, and publishing it regressed the node. Test injects the
   notification inside the mocked read, with and without a read source time (red before).
2. Delivery-lock comment corrected (it serialises across subscriptions, which the SDK
   dispatches on separate workers); PublishCommsLoss now publishes under the lock too.
3. CancelSessionWork cancels without disposing, so a keep-alive thread reading the old
   token cannot hit ObjectDisposedException.
2026-10-11 11:44:12 -04:00
Joseph Doherty 029a916288 Merge feat/674-historyupdate-posture follow-ups: HistoryUpdate closed until first redundancy snapshot, node-level v1 refusal, host wiring tests, plan-before-gate, UTC skew (#674 review) 2026-10-11 11:41:36 -04:00
Joseph Doherty 232c03ed1b fix(historian): #674 review follow-ups — HistoryUpdate boot-window gate, node-level v1 refusal, plan-before-gate, UTC skew compare
- HistoryUpdate Primary gate now reads IHistoryUpdateRoleView (PrimaryGatePolicy.ShouldServeHistoryUpdate):
  the data-plane verdict but CLOSED until this node's first redundancy snapshot, so both pair nodes cannot
  accept in the pre-join boot window. Single nodes open on their own singleton's first snapshot; admin-only
  nodes register no view => no gate. DriverHostActor publishes it at every Primary-verdict publish point.
- SqlServer v1: the updater throws NotSupportedException on every arm; the node manager maps it to a
  node-level BadHistoryOperationUnsupported (was per-item under a Good node for UpdateData/DeleteAtTime).
  HistoryWrite bit still advertised on v1 (not knowable at materialise time) — documented.
- The update plan is evaluated before the Primary gate: an unservable request (Remove, IsDeleteModified,
  not historized, no updater) is BadHistoryOperationUnsupported off-Primary, not BadInvalidState.
- Local-kind SourceTimestamp converted to UTC before the future-skew compare and sent as UTC.
- Hosted-service wiring extracted to BuildHistoryUpdatePosture and tested (gate source, skew, clock).
- Docs: Historian.md (boot window, ordering, node-level v1, HistoryWrite bit), CLAUDE.md.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-10-11 11:41:11 -04:00
Joseph Doherty 93d6c1da67 fix(historian): #675 review follow-ups — SupportsReverseEvents capability, no catch-as-unsupported
- IHistorianDataSource.SupportsReverseEvents (default false; SqlServer/QuestDB true; Gateway/Null declare false).
  The node manager checks it BEFORE calling the source: an end-only capped events read becomes reverse only on
  a supporting backend (Gateway, the default, keeps the pre-#675 forward [MinValue, EndTime) paging), and an
  explicit reverse read on a non-supporting backend is BadHistoryOperationUnsupported without a call.
- Removed the broad catch (NotSupportedException) in the events path: a NotSupportedException from inside a
  backend is now logged as a backend fault (Error), not an 'unsupported' Warning.
- Null declares the reverse overload itself; guard test: every production IHistorianDataSource declares both
  the reverse overload and the capability (positive-control scan of all four backends).
- Conformance: capability reported + oversized reverse tie cluster (forward over-fetch reversed == reverse
  read order; capped reverse read stopping inside the cluster flags truncation) on SqlServer + QuestDB.
- docs/Historian.md: end-only capped events read is backward on SqlServer/QuestDB, forward on Gateway.
2026-10-11 11:36:12 -04:00
Joseph Doherty 30a9d5f094 fix(opcuaclient): #676 review fix-ups (port-less rewrite, full reconcile, delivery lock, timers)
1. RewriteEndpointUrl keeps the advertised port when the configured URL names none
   (Uri.Port -1 would have sent the session to 4840); port-less + IPv6 tests.
2. The trailing re-read repairs any (value, status) difference that is not older than
   the last delivered value — Good->Bad/Uncertain included; a read without a source
   timestamp counts as newer; an equal source time with different content is published
   (repairs the replay guard's by-design equal-timestamp drop).
3. One driver-wide delivery lock makes decide+publish atomic across live notifications,
   the recovery read and the trailing read, so an older value can never land after a
   newer one (deterministic race test via a seam).
4. Known gap documented: a ConnectionLost raised while the host is not Connected is
   swallowed and that session falls back to the watchdog.
5. Only a SERVER-reported subscription loss raises ConnectionLost; the publishing-stall
   heuristic stays with the #527 watchdog.
6. Post-recovery timers run on Task.Delay(…, Clock, ct) with a session-work CTS
   cancelled on session release and dispose.
7. Replay summary at Information only when something was dropped (Debug otherwise);
   a re-arm reports the superseded window's drops and counts afresh.
8. DriverInstanceActor: AttachHostStatusSource doc comment restored; Reconnecting
   swallows a stray DisconnectObserved (test).
9. Stall wire test: 120 s session timeout, 3000-cycle subscription lifetime, one further
   bad keep-alive tick, 60 s headroom on the post-recovery waits (5/5 green).
2026-10-11 11:35:53 -04:00
Joseph Doherty fccffd0a0f feat(opcuaclient): #676 follow-ups — endpoint rewrite, stall wire test, fast definitive-loss recovery
- Endpoint rewrite: the driver now connects to the configured host AND port (scheme
  match, advertised path kept) instead of the server-advertised URL — fixes NAT/port-map
  upstreams and lets an in-test proxy carry the session (SDK SelectEndpoint rule).
- TcpStallProxy + OpcUaClientDriverStallWireTests: the in-place blip (#670) is now
  wire-tested on loopback — one Bad, frozen read stamp, same session, identical value
  republished Good, a post-recovery change arrives, no source-time regression after
  the SDK's late backlog flush.
- Defect found by that test, fixed: a change published right after a stall rode a
  Publish response the SDK timed out and never republished, leaving the node Good on
  the pre-change value indefinitely. New trailing reconcile read (Timeout +
  KeepAliveInterval after recovery) publishes any Good value newer than the last
  accepted one, through the replay guard's mark.
- IDriverConnectionLossSource (Core.Abstractions): opt-in definitive-loss signal.
  DriverInstanceActor attaches in PreStart / detaches in PostStop and turns a raise
  into a disconnect only while Connected. OpcUaClient raises once per session on
  keep-alive BadSessionIdInvalid/BadSessionClosed/BadSessionNotActivated/
  BadServerHalted (measured: the SDK never re-opens a halted channel) or a dropped
  subscription; ambiguous codes stay with the #527 watchdog.
- Replay guard: one Information summary per recovery when the window closes
  ("dropped N late notifications across M refs"), with a timer so quiet
  subscriptions log it too.
- ReconnectPeriod deleted (options, AdminUI form, docs, tests); stored configs that
  carry reconnectPeriod still parse in the factory, probe and browser.
- Docs: OpcUaClient.md, DriverLifecycle.md, driver-specs.md, CLAUDE.md.
2026-10-11 11:35:52 -04:00
Joseph Doherty 9120182314 Merge master into feat/677-aggregates
# Conflicts:
#	docs/Historian.md
2026-10-11 11:30:46 -04:00
Joseph Doherty 27ca6cd791 feat(historian): #677 Part 13/SDK reverse anchoring, start-of-data Partial, AggregateConfiguration, IntegralDivisor
- BucketPlan: reverse processed reads anchored at the later time for every
  aggregate: window (end, start], partial interval earliest, results stamped
  with the later edge, latest first (SDK CreateSlice/GetTimestamp/backward
  GetValues). SqlServer adds @bucketAdjustTicks + flips the window predicate;
  QuestDB binds BucketBaseUnixTicks. IndexOf is the C# statement of the math.
- Partial bit on the interval the tag's data starts inside (SDK m_startOfData),
  every aggregate but Average; per-sample reads fetch the earliest sample.
- Node manager: non-default client AggregateConfiguration =>
  BadAggregateConfigurationRejected per node (ServerAggregateConfiguration,
  pinned to the SDK AggregateManager defaults).
- GatewayTagProvisioner sends IntegralDivisor = 1.
- SDK parity oracle (Opc.Ua.Server calculators) in unit + both backends'
  conformance suites, forward and reverse; remaining divergences documented.
- docs/Historian.md + CLAUDE.md release note (client-visible).
2026-10-11 11:26:00 -04:00
Joseph Doherty 8e6ac4b344 Merge feat/675-reverse-event-paging: reverse event HistoryRead paging, end-only backward, Gateway MaxValue pin (#675) 2026-10-11 11:23:51 -04:00
Joseph Doherty e59ab69398 Merge feat/674-historyupdate-posture: future-skew bound, Primary-only HistoryUpdate, SqlServer v1 accepted with modified trail disabled, QuestDB TTL pin (#674) 2026-10-11 11:21:30 -04:00
Joseph Doherty 8d154c6a81 feat(historian): #675 reverse HistoryRead-Events paging + end-only backward reads
- IHistorianDataSource.ReadEventsAsync(..., bool reverse, ...) overload: reverse = Part 11 window (lo, hi]
  newest-first by (time, id) DESC. Default forwards forward reads and throws NotSupportedException for
  reverse (Null); Gateway refuses explicitly (ascending-only stream). Server answers
  BadHistoryOperationUnsupported instead of silently returning the earliest N ascending.
- SqlServer / QuestDB serve reverse natively (ORDER BY time DESC, id DESC + TOP/LIMIT).
- Node manager: reverse event reads page with continuation points; direction stored in the cursor
  (HistoryContinuationState.Reverse) so a resume continues in the cursor's direction; reverse tie clusters
  over-fetched forward and sliced from the newest end (SliceTieCluster(reverse:)); end-only reads with a
  cap page backward from EndTime (mirrors raw).
- Resumed event pages over-fetch by the boundary skip, so every non-final page is a full cap page.
- Tests: node-manager reverse paging (ties, clusters, coarse resolution, overfetch bound, resume
  direction both ways, end-only, unsupported backend); shared EventReadConformance on SqlServer +
  QuestDB; over-the-wire reverse paging; offline Gateway pin of the UTC DateTime.MaxValue bound through
  the published client's proto conversion (in-process gRPC capture) and FILETIME.
- docs/Historian.md event paging section.
2026-10-11 11:19:54 -04:00
Joseph Doherty 0658d244d0 feat(historian): #674 HistoryUpdate posture — future-skew bound, Primary gate, SqlServer v1 accepted, QuestDB TTL pin
- HistoryUpdate items with SourceTimestamp > now + ServerHistorian:HistoryUpdateMaxFutureSkew
  (default 1 day, <=0 disables) => BadOutOfRange in the node manager (every backend, never sent);
  clock injected via OtOpcUaNodeManager.Clock (host TimeProvider).
- HistoryUpdate is Primary-only: off-Primary => BadInvalidState per node, after authorization,
  same IDriverPrimaryRoleSource verdict as the native-ack gate; HistoryRead ungated.
- SqlServer: base schema requirement back to v1; SupportsModifiedTrail (v>=2). On v1 with
  AutoCreateSchema=false: writes/reads/events/retention work, modified reads + HistoryUpdate =>
  BadHistoryOperationUnsupported with nothing sent, retention skips SampleModified, one Warning per boot.
- QuestDB integration test pinning wall-clock TTL (far-future row evicts only partitions older
  than the TTL by the wall clock), with a positive control.
- Docs: Historian.md, Configuration.md, security.md, CLAUDE.md (incl. QuestDB retry duplicates,
  #674.4 anonymous-readable trail with ACL off, #674.5 not implemented).

Co-Authored-By: Claude <noreply@anthropic.com>
2026-10-11 11:18:44 -04:00
Joseph Doherty 1375f9349e Merge fix/678-small: retention cancel/fallback tests, #672 tests, FOCAS race, TTL log wording, debug overlay, role-overlay suffix fix (#678) 2026-10-11 10:55:19 -04:00
Joseph Doherty f292cf3beb fix(host): #678.6 build the role-overlay suffix from plain roles only; audit overlays; driver overlay Opc.Ua Debug -> Information 2026-10-11 10:47:01 -04:00
Joseph Doherty fe919f8b08 fix(client): endpoint port rewrite, Part 13 time-weighted aggregates, clean history-refusal error (#678.5, #677.5, #674.6, #678.6)
- EndpointSelector rewrites host AND port to the user-supplied URL (same scheme only)
- AggregateType/mapper/CLI/UI gain TimeAverage, TimeAverage2, Total, Total2, Interpolative
- HistoryReadCommand turns ServiceResultException into a one-line CommandException
- NodeManagerHistoryReadTests non-historized case sets IsReadModified=false
2026-10-11 10:45:18 -04:00
Joseph Doherty 825393299e docs(plans): follow-up batch #674-#678 design 2026-10-11 10:39:01 -04:00
Joseph Doherty 099bc1b6e0 fix(opcuaclient): #670 F2 re-gate — hold the replay guard for the whole window
The F2 live gate failed (10 value regressions over 4 blips): IsLateReplay
disarmed a ref on its first in-order notification, which arrives ~1 s after
recovery, while the SDK's late replay lands 4-6 s later. Equal source times
also passed, so a replay equal to the recovery read got through.

While the window is open each ref now carries a high-water mark (seeded at
arming, raised by the recovery read, advanced by every accepted notification);
a notification at or below it is dropped (equal included — OPC UA moves the
source timestamp on every value/status change). Null source time passes
without moving the mark. Window expiry still disarms entirely, so an upstream
clock step-back is never frozen outside the window. Arm/expiry serialised by a
lock so an expiry racing a re-arm cannot wipe fresh seeds.
2026-10-11 09:42:39 -04:00
Joseph Doherty 7c80d36eb6 fix(historian): #668 review follow-ups (explicit modified source time, paging tests, ACL test, QuestDB orphan warning, docs)
- HistoryModifiedValue gains explicit SourceTimeUtc (SqlServer + QuestDB populate it); the node manager's resume cursor uses it instead of the prior value's nullable source timestamp (MinValue for inserts).
- ACL test now uses a trail-returning data source and asserts Good + data on the allow leg.
- Node-manager tests: end-only backward open-ended paging, reverse resume cursor, null-prior cursor.
- QuestDB updater logs a Warning (tag + time range) when a sample write fails after its trail rows landed.
- docs/Historian.md: rolling-upgrade window, IDENTITY-vs-commit ordering, QuestDB cross-node ModifiedId clock ordering.
2026-10-11 09:37:17 -04:00
Joseph Doherty 062086f9a6 Merge feat/668-modified-values: Part 11 modified-value history (IsReadModified) on SqlServer + QuestDB (#668) 2026-10-11 09:32:13 -04:00
Joseph Doherty cfd403710e feat(historian): Part 11 modified-value history on SqlServer + QuestDB (#668)
Every HistoryUpdate a SQL backend applies now leaves a modification trail
(prior value, principal, Part 11 update type, modification time), and
HistoryReadRaw with IsReadModified=true serves it as HistoryModifiedData.

- Core: HistoryUpdateContext threaded into all three IHistorianDataUpdater
  methods; IHistorianDataSource.ReadModifiedAsync (default NotSupported =>
  BadHistoryOperationUnsupported on Gateway/Null); HistoryModified* contracts.
- SqlServer: schema v2 (002_sample_modified.sql, RequiredVersion=2, docs copy);
  trail written by OUTPUT ... INTO on the same MERGE/DELETE statement, so a
  failed update leaves no audit row; retention purges SampleModified per tag on
  the source-time cutoff; ReadModifiedAsync keyed on (SourceTimeUtc, ModifiedId).
- QuestDB: append-only {prefix}sample_modified (TTL like samples), trail row
  written BEFORE the change (orphan-on-crash, never an untracked change);
  existence reads now carry the prior value; ReadModifiedAsync.
- Node manager: modified reads dispatch + page via the #669 continuation store
  (HistoryContinuationState gains HistoryCursorKind + LastModifiedId), gated by
  the existing HistoryRead decision; session principal / key id passed to the
  updater. IsDeleteModified stays unsupported.
- Client.CLI: historyread --modified.
- Tests: node-manager dispatch/paging/cursor binding/principal threading,
  over-the-wire HistoryModifiedData, shared ModifiedValueConformance on both
  backends, SqlServer atomicity (forced trail failure => no change) + v1->v2
  upgrade + retention trail purge.
- Docs: Historian.md (Modified-value history section, schema v2 upgrade note),
  security.md, Client.CLI.md, CLAUDE.md.
2026-10-11 09:26:36 -04:00
Joseph Doherty 699871040a Merge fix/670-followups: outage Bad stamped at detection; post-recovery replay guard (#670 live-gate F1/F2) 2026-10-11 09:16:03 -04:00
Joseph Doherty 87e8aff786 fix(opcuaclient): scope the #670 F2 late-replay drop to the post-recovery window
The global 'never older than the last Good source time' rule froze a node
whenever an upstream clock stepped backwards (NTP correction, PLC clock
reset) until the clock caught up. The check is now a replay guard armed
only by a same-session recovery (keep-alive bad->good): per ref it holds
the last Good upstream source time (raised by the recovery read), a ref
disarms on its first in-order notification, and the whole guard expires
after max(30 s, 2x the longest subscription keep-alive window). Outside
it every notification is accepted. The steady-state tracker records the
LAST accepted time, not a high-water mark.
2026-10-11 09:15:51 -04:00
Joseph Doherty 99c13e4459 fix(opcuaclient): #670 live-gate follow-ups — historize the outage Bad, drop late replays
F1: the driver's outage BadNoCommunication carried the last Good sample's
source timestamp. The recorder historizes SourceTimestampUtc ??
ServerTimestampUtc, so the Bad landed on the Good row's (TagId,
SourceTimeUtc) key and the insert-if-absent historian dropped it - no
outage marker until the host's watchdog marker ~95 s in, none at all for
a short blip. Now stamped with the detection time (source + server), as
the host's comms-loss fan does.

F2: after a same-session recovery the SDK delivered a missed notification
seconds late with an older source time and the node regressed. A
notification older than the newest Good upstream source time for its ref
(notification or recovery read) is dropped and counted
(stale_notification_dropped); equal timestamps pass; the outage Bad never
moves the comparison; a re-initialise resets it.
2026-10-11 09:11:34 -04:00
Joseph Doherty 3b739b982b Merge feat/671-time-weighted-aggregates: Part 13 time-weighted aggregates (#671) 2026-10-11 09:10:52 -04:00
Joseph Doherty 56bb4855bb fix(historian): #671 review — raw-row cap, reverse Interpolative, SDK status rule, Partial bit
M1: the time-weighted family (incl. Total, formerly a pushed-down SUM) streams
raw window rows into the C# evaluator. New shared knob
ServerHistorian:MaxTimeWeightedRawRows (default 1,000,000; <=0 unbounded with a
Validate warning) flows through HistorianBackendRegistry into both providers.
The window query is capped at cap+1 (SQL Server TOP (@maxRows), QuestDB LIMIT $4);
one row past the cap throws the new Core.Abstractions
HistoryReadLimitExceededException, which the node manager maps to
BadTooManyOperations for that node. Not counted as a backend health failure;
bound rows are not counted; per-sample aggregates are not capped.

M2: reverse Interpolative is anchored at the later time (Part 13): points at
End - i*interval, emitted latest first. 10:00->09:00 @1h yields 10:00.

L1: Partial bit (0x4, = Opc.Ua.AggregateBits.Partial) on non-Bad results of a
truncated last interval (time-weighted family; per-sample family is a follow-up).

L2/L3: aligned with the SDK AggregateCalculator.GetTimeBasedStatusCode
(decompiled from Opc.Ua.Server 1.5.378.106): TreatUncertainAsBad=false counts
Uncertain time (Uncertain samples, held-into-outage, extrapolation) as Good
time; data but no non-Bad time => generic Bad (0x80000000); BadNoData only
when there is no data at all. Consequence: a live tag's latest interval reads
Good (documented).

L5: release note no longer claims Total matches the Gateway Integral exactly
(AVEVA's divisor is unverified); it notes Total is now evaluated in C# and
subject to the cap.

Tests: unit (reverse Interpolative x3, Partial, Bad vs BadNoData incl. an
open-ended outage, cap helpers, SDK bit oracles); conformance (reverse
Interpolative, raw-row cap at/over/0, bounds not counted, health unaffected);
node manager BadTooManyOperations; options default + warning. Each new
behaviour falsified by mutation (aggregator x9, data-source cap checks on
both backends against the real DBs, node-manager catch).
2026-10-11 09:10:26 -04:00
Joseph Doherty 1f88669304 feat(historian): Part 13 time-weighted aggregates on SqlServer + QuestDb (#671)
New AggregateFamily.TimeWeighted serving TimeAverage, TimeAverage2, Total,
Total2 and Interpolative, evaluated by the shared Sql.Common
TimeWeightedAggregator for both SQL backends (identical results by
construction). HistoryAggregateType gains TimeAverage2 + Total2 (appended);
OtOpcUaNodeManager.MapAggregate maps their NodeIds. Gateway's mapper already
refuses unknown defined members => BadAggregateNotSupported per node.

Semantics (server defaults, client AggregateConfiguration ignored):
TreatUncertainAsBad=false, PercentDataBad=PercentDataGood=100,
UseSlopedExtrapolation=false. Sloped for Double/Int64, stepped for Boolean;
a usable sample followed by a Bad one is held up to the outage (AtTime rule);
stepped Uncertain extrapolation past the last sample. TimeAverage/Total use
interpolated bounding (bridge outages); TimeAverage2/Total2 exclude Bad time.
Bounding values: latest usable + latest any before start, first any + first
usable at/after end (four TOP 1 / LIMIT 1 seeks).

CLIENT-VISIBLE: Total on SqlServer/QuestDb was SUM of samples; it is now the
time-weighted integral (TimeAverage x interval seconds), matching Gateway's
Integral. Release note in docs/Historian.md.

Trade-off (deviation from the preferred hybrid pushdown, allowed by the
design): the time-weighted family is NOT pushed down. Each read streams the
window's rows plus the four bounds (SQL Server: one five-result-set batch;
QuestDB: bounds UNION ALL + window select) into the C# evaluator. Network is
O(samples in window), memory O(buckets). Writing the per-segment
interpolation/edge splitting twice in two SQL dialects and keeping them
bit-identical was judged the bigger risk; this also makes the QuestDB
lag/lead spike moot.

Tests: 35 hand-computed TimeWeightedAggregator unit cases (each of 10
implementation mutations goes red); served-aggregate pin 13 -> 17;
conformance sparse fixture (intervals wider and narrower than sample gaps)
+ an outage straddling both window edges (each of the four SQL seeks
disabled in turn goes red); node-manager NodeId mapping test.
2026-10-11 08:44:44 -04:00
Joseph Doherty db6446ce73 Merge fix/670-opcuaclient-session-loss: OpcUaClient upstream session loss goes Bad and recovers (#670) 2026-10-11 08:41:48 -04:00
Joseph Doherty b028322568 fix(opcuaclient): #670 review — subscription loss with a live session, stale recovery latch
M1: a subscription that dies while the session lives (outage longer than
the subscription lifetime but shorter than the session timeout) used to
end Healthy with fresh keep-alive stamps and frozen values. PublishError
BadNoSubscription / BadSubscriptionIdInvalid naming a tracked
subscription, or a tracked subscription whose SDK PublishingStopped
persists one more keep-alive window + 5 s across good keep-alives, now
declares it lost: Degraded, outage published once, and nothing advances
LastSuccessfulRead until the session is released, so the #527 watchdog
re-initialises and re-subscribes. Both detectors wire-tested.

M2: in-place recovery is bound to the session whose keep-alive recovered;
one overtaken by a re-initialise no longer re-arms the new session's
outage latch or degrades its health (ReadCoreAsync expectedSession).

L1 CAS health updates; L2 re-check before each recovery publish; L3 skip
CloseSession on a lost session; L4 SDK log forwarding rate-limited
(20/min); L5 per-driver SDK LoggerFactory disposed with the driver.
Wire test asserts the read stamp stays frozen while the server is down.
2026-10-11 08:41:27 -04:00
Joseph Doherty d803e0eab4 Merge fix/669-event-continuation: event HistoryRead continuation points + open-ended reads (#669) 2026-10-11 08:37:39 -04:00
Joseph Doherty 91434e7f61 Merge fix/672-capture-gap: capture while the recording Primary is unreachable (#672) 2026-10-11 08:29:59 -04:00
Joseph Doherty e4123ada91 fix(historian): retention applock release hardening, shutdown-quiet cancellation, release tests, docs (#667 review) 2026-10-11 08:27:31 -04:00