v2.1.0 release prep: changelog, README, upgrade scripts, version properties, installer validation fix (#400)

erikdarlingdata · claude · web-flow · commit 6e199c8cd843 · 2026-03-03T16:42:23.000-05:00
- CHANGELOG.md: full 2.1.0 entry (light themes, plan viewer, optional query/plan collection, timezone display, CLI flags)
- README.md: updated feature descriptions, collector counts, edition comparison table
- Upgrade script: added 02_default_trace_events_new_columns.sql for duration_us/end_time columns missing on upgrade from 2.0.0
- Version properties: added explicit AssemblyVersion/FileVersion/InformationalVersion to Dashboard, Lite, InstallerGui csprojs
- Installer validation fix: both CLI and GUI installers now filter collection_log errors by validation start time instead of reporting all historical errors

Co-authored-by: Claude Opus 4.6 &lt;noreply@anthropic.com&gt;
diff --git a/CHANGELOG.md b/CHANGELOG.md
@@ -5,6 +5,57 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.1.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## [2.1.0] - 2026-03-04
+
+### Important
+
+- **Schema upgrade**: The `config.collection_schedule` table gains two new columns (`collect_query`, `collect_plan`) for optional query text and execution plan collection. Both default to enabled to preserve existing behavior. Upgrade scripts run automatically via the CLI/GUI installer and use idempotent checks.
+
+### Added
+
+- **Light theme and "Cool Breeze" theme** — full light mode support for both Dashboard and Lite with live preview in settings ([#347])
+- **Standalone Plan Viewer** — open, paste (Ctrl+V), or drag & drop `.sqlplan` files independent of any server connection, with tabbed multi-plan support ([#359])
+- **Time display mode toggle** — show timestamps in Server Time, Local Time, or UTC with timezone labels across all grids and tooltips ([#17])
+- **30 PlanAnalyzer rules** — expanded from 12 to 30 rules covering implicit conversions, GetRangeThroughConvert, lazy spools, OR expansion, exchange spills, RID lookups, and more ([#327], [#349], [#356], [#379])
+- **Wait stats banner** in plan viewer showing top waits for the query ([#373])
+- **UDF runtime details** — CPU and elapsed time shown in Runtime Summary pane when UDFs are present ([#382])
+- **Sortable statement grid** and canvas panning in plan viewer ([#331])
+- **Comma-separated column filters** — enter multiple values separated by commas in text filters ([#348])
+- **Optional query text and plan collection** — per-collector flags in `config.collection_schedule` to disable query text or plan capture ([#337])
+- **`--preserve-jobs` installer flag** — keep existing SQL Agent job schedules during upgrade ([#326])
+- **Copy Query Text** context menu on Dashboard statements grid ([#367])
+- **Server list sorting** by display name in both Dashboard and Lite ([#30])
+- **Warning status icon** in server health indicators ([#355])
+- Reserved threads and 10 missing ShowPlan XML attributes in plan viewer ([#378])
+- Nightly build workflow for CI ([#332])
+
+### Changed
+
+- PlanAnalyzer warning messages rewritten to be actionable with expert-guided per-rule advice ([#370], [#371])
+- PlanAnalyzer rule tuning: time-based spill analysis (Rule 7), lowered parallel skew thresholds (Rule 8), memory grant floor raised to 1GB/4GB (Rule 9), skip PROBE-only bitmap predicates (Rule 11) ([#341], [#342], [#343], [#358])
+- First-run collector lookback reduced from 3-7 days to 1 hour for faster initial data ([#335])
+- Plan canvas aligns top-left and resets scroll on statement switch ([#366])
+- Plan viewer polish: index suggestions, property panel improvements, muted brush audit ([#365])
+- Add Server dialog visual parity between Dashboard and Lite with theme-driven PasswordBox styling ([#289])
+
+### Fixed
+
+- **OverflowException** on wait stats page with large decimal values — SQL Server `decimal(38,24)` exceeding .NET precision ([#395])
+- **SQL dumps** on mirroring passive servers with RESTORING databases ([#384])
+- **UI hang** when adding first server to Dashboard ([#387])
+- **UTC/local timezone mismatch** in blocked process XML processor ([#383])
+- **AG secondary filter** skipping all inaccessible databases in cross-database collectors ([#325])
+- DuckDB column aliases in long-running queries ([#391])
+- sp_server_diagnostics and WAITFOR excluded from long-running query alerts ([#362])
+- UDF timing units corrected: microseconds to milliseconds ([#338])
+- DuckDB migration ordering after archive-and-reset ([#314])
+- Int16 cast error in long-running query alerts ([#313])
+- Missing dark mode on 19 SystemEventsContent charts ([#321])
+- Missing tooltips on charts after theme changes ([#319])
+- Operator time per-thread calculation synced across all plan viewers ([#392])
+- Theme StaticResource/DynamicResource binding fix for runtime theme switching
+- Memory grant MB display, missing index quality scoring, wildcard LIKE detection ([#393])
+
 ## [2.0.0] - 2026-02-25
 
 ### Important
@@ -180,6 +231,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 - Delta normalization for per-second rate calculations
 - Dark theme UI
 
+[2.1.0]: https://github.com/erikdarlingdata/PerformanceMonitor/compare/v2.0.0...v2.1.0
 [2.0.0]: https://github.com/erikdarlingdata/PerformanceMonitor/compare/v1.3.0...v2.0.0
 [1.3.0]: https://github.com/erikdarlingdata/PerformanceMonitor/compare/v1.2.0...v1.3.0
 [1.2.0]: https://github.com/erikdarlingdata/PerformanceMonitor/compare/v1.1.0...v1.2.0
@@ -274,3 +326,45 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 [#281]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/281
 [#284]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/284
 [#287]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/287
+[#313]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/313
+[#314]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/314
+[#17]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/17
+[#30]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/30
+[#319]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/319
+[#321]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/321
+[#325]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/325
+[#326]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/326
+[#327]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/327
+[#331]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/331
+[#332]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/332
+[#335]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/335
+[#337]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/337
+[#338]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/338
+[#341]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/341
+[#342]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/342
+[#343]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/343
+[#347]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/347
+[#348]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/348
+[#349]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/349
+[#355]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/355
+[#356]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/356
+[#358]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/358
+[#359]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/359
+[#362]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/362
+[#365]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/365
+[#366]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/366
+[#367]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/367
+[#370]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/370
+[#371]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/371
+[#373]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/373
+[#378]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/378
+[#379]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/379
+[#382]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/382
+[#383]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/383
+[#384]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/384
+[#387]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/387
+[#391]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/391
+[#392]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/392
+[#393]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/393
+[#289]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/289
+[#395]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/395
diff --git a/Dashboard/Dashboard.csproj b/Dashboard/Dashboard.csproj
@@ -7,6 +7,9 @@
     <AssemblyName>PerformanceMonitorDashboard</AssemblyName>
     <Product>SQL Server Performance Monitor Dashboard</Product>
     <Version>2.1.0</Version>
+    <AssemblyVersion>2.1.0.0</AssemblyVersion>
+    <FileVersion>2.1.0.0</FileVersion>
+    <InformationalVersion>2.1.0</InformationalVersion>
     <Company>Darling Data, LLC</Company>
     <Copyright>Copyright © 2026 Darling Data, LLC</Copyright>
     <ApplicationIcon>EDD.ico</ApplicationIcon>
diff --git a/Installer/Program.cs b/Installer/Program.cs
@@ -775,6 +775,14 @@ This validates the installation and creates dynamically-generated tables
                     {
                         await connection.OpenAsync().ConfigureAwait(false);
 
+                        /*Capture timestamp before running so we only check errors from this run.
+                          Use SYSDATETIME() (local) because collection_time is stored in server local time.*/
+                        DateTime validationStart;
+                        using (var command = new SqlCommand("SELECT SYSDATETIME();", connection))
+                        {
+                            validationStart = (DateTime)(await command.ExecuteScalarAsync().ConfigureAwait(false))!;
+                        }
+
                         /*Run master collector once with @force_run_all to collect everything immediately*/
                         Console.Write("Executing master collector... ");
                         using (var command = new SqlCommand("EXECUTE PerformanceMonitor.collect.scheduled_master_collector @force_run_all = 1, @debug = 0;", connection))
@@ -785,37 +793,46 @@ This validates the installation and creates dynamically-generated tables
                         Console.WriteLine("✓ Success");
 
                         /*
-                        Verify data was collected
+                        Verify data was collected — only from this validation run, not historical errors
                         */
                         Console.WriteLine();
                         Console.Write("Verifying data collection... ");
 
-                        /* First check total count in collection_log */
-                        int totalLogEntries = 0;
-                        using (var command = new SqlCommand(@"
-                            SELECT COUNT(*) FROM PerformanceMonitor.config.collection_log;", connection))
-                        {
-                            totalLogEntries = (int)(await command.ExecuteScalarAsync().ConfigureAwait(false) ?? 0);
-                        }
-
-                        /* Check successful collections (all time - we just installed) */
+                        /* Check successful collections from this run */
                         int collectedCount = 0;
                         using (var command = new SqlCommand(@"
                             SELECT
                                 COUNT(DISTINCT collector_name)
                             FROM PerformanceMonitor.config.collection_log
-                            WHERE collection_status = 'SUCCESS';", connection))
+                            WHERE collection_status = 'SUCCESS'
+                            AND   collection_time >= @validation_start;", connection))
                         {
+                            command.Parameters.AddWithValue("@validation_start", validationStart);
                             collectedCount = (int)(await command.ExecuteScalarAsync().ConfigureAwait(false) ?? 0);
                         }
 
+                        /* Total log entries from this run */
+                        int totalLogEntries = 0;
+                        using (var command = new SqlCommand(@"
+                            SELECT COUNT(*)
+                            FROM PerformanceMonitor.config.collection_log
+                            WHERE collection_time >= @validation_start;", connection))
+                        {
+                            command.Parameters.AddWithValue("@validation_start", validationStart);
+                            totalLogEntries = (int)(await command.ExecuteScalarAsync().ConfigureAwait(false) ?? 0);
+                        }
+
                         Console.WriteLine($"✓ {collectedCount} collectors ran successfully (total log entries: {totalLogEntries})");
 
-                        /* Show failed collectors if any */
+                        /* Show failed collectors from this run */
                         int errorCount = 0;
                         using (var command = new SqlCommand(@"
-                            SELECT COUNT(*) FROM PerformanceMonitor.config.collection_log WHERE collection_status = 'ERROR';", connection))
+                            SELECT COUNT(*)
+                            FROM PerformanceMonitor.config.collection_log
+                            WHERE collection_status = 'ERROR'
+                            AND   collection_time >= @validation_start;", connection))
                         {
+                            command.Parameters.AddWithValue("@validation_start", validationStart);
                             errorCount = (int)(await command.ExecuteScalarAsync().ConfigureAwait(false) ?? 0);
                         }
 
@@ -829,8 +846,10 @@ FROM PerformanceMonitor.config.collection_log
                                     error_message
                                 FROM PerformanceMonitor.config.collection_log
                                 WHERE collection_status = 'ERROR'
+                                AND   collection_time >= @validation_start
                                 ORDER BY collection_time DESC;", connection))
                             {
+                                command.Parameters.AddWithValue("@validation_start", validationStart);
                                 using (var reader = await command.ExecuteReaderAsync().ConfigureAwait(false))
                                 {
                                     while (await reader.ReadAsync().ConfigureAwait(false))
@@ -857,8 +876,10 @@ SELECT TOP 5
                                     error_message
                                 FROM PerformanceMonitor.config.collection_log
                                 WHERE collection_status = 'SUCCESS'
+                                AND   collection_time >= @validation_start
                                 ORDER BY collection_time DESC;", connection))
                             {
+                                command.Parameters.AddWithValue("@validation_start", validationStart);
                                 using (var reader = await command.ExecuteReaderAsync().ConfigureAwait(false))
                                 {
                                     while (await reader.ReadAsync().ConfigureAwait(false))
diff --git a/InstallerGui/InstallerGui.csproj b/InstallerGui/InstallerGui.csproj
@@ -9,6 +9,9 @@
     <RootNamespace>PerformanceMonitorInstallerGui</RootNamespace>
     <Product>SQL Server Performance Monitor Installer</Product>
     <Version>2.1.0</Version>
+    <AssemblyVersion>2.1.0.0</AssemblyVersion>
+    <FileVersion>2.1.0.0</FileVersion>
+    <InformationalVersion>2.1.0</InformationalVersion>
     <Company>Darling Data, LLC</Company>
     <Copyright>Copyright © 2026 Darling Data, LLC</Copyright>
     <ApplicationIcon>EDD.ico</ApplicationIcon>
diff --git a/InstallerGui/Services/InstallationService.cs b/InstallerGui/Services/InstallationService.cs
@@ -659,6 +659,14 @@ public async Task<int> InstallDependenciesAsync(
             using var connection = new SqlConnection(connectionString);
             await connection.OpenAsync(cancellationToken).ConfigureAwait(false);
 
+            /*Capture timestamp before running so we only check errors from this run.
+              Use SYSDATETIME() (local) because collection_time is stored in server local time.*/
+            DateTime validationStart;
+            using (var command = new SqlCommand("SELECT SYSDATETIME();", connection))
+            {
+                validationStart = (DateTime)(await command.ExecuteScalarAsync(cancellationToken).ConfigureAwait(false))!;
+            }
+
             /*Run master collector with @force_run_all*/
             progress?.Report(new InstallationProgress
             {
@@ -680,16 +688,18 @@ public async Task<int> InstallDependenciesAsync(
                 Status = "Success"
             });
 
-            /*Check results*/
+            /*Check results — only from this validation run, not historical errors*/
             int successCount = 0;
             int errorCount = 0;
 
             using (var command = new SqlCommand(@"
                 SELECT
                     success_count = COUNT_BIG(DISTINCT CASE WHEN collection_status = 'SUCCESS' THEN collector_name END),
                     error_count = SUM(CASE WHEN collection_status = 'ERROR' THEN 1 ELSE 0 END)
-                FROM PerformanceMonitor.config.collection_log;", connection))
+                FROM PerformanceMonitor.config.collection_log
+                WHERE collection_time >= @validation_start;", connection))
             {
+                command.Parameters.AddWithValue("@validation_start", validationStart);
                 using var reader = await command.ExecuteReaderAsync(cancellationToken).ConfigureAwait(false);
                 if (await reader.ReadAsync(cancellationToken).ConfigureAwait(false))
                 {
@@ -711,7 +721,9 @@ public async Task<int> InstallDependenciesAsync(
                     SELECT collector_name, error_message
                     FROM PerformanceMonitor.config.collection_log
                     WHERE collection_status = 'ERROR'
+                    AND   collection_time >= @validation_start
                     ORDER BY collection_time DESC;", connection);
+                command.Parameters.AddWithValue("@validation_start", validationStart);
 
                 using var reader = await command.ExecuteReaderAsync(cancellationToken).ConfigureAwait(false);
                 while (await reader.ReadAsync(cancellationToken).ConfigureAwait(false))
diff --git a/Lite/PerformanceMonitorLite.csproj b/Lite/PerformanceMonitorLite.csproj
@@ -8,6 +8,9 @@
     <RootNamespace>PerformanceMonitorLite</RootNamespace>
     <Product>SQL Server Performance Monitor Lite</Product>
     <Version>2.1.0</Version>
+    <AssemblyVersion>2.1.0.0</AssemblyVersion>
+    <FileVersion>2.1.0.0</FileVersion>
+    <InformationalVersion>2.1.0</InformationalVersion>
     <Company>Darling Data, LLC</Company>
     <Copyright>Copyright © 2026 Darling Data, LLC</Copyright>
     <Description>Lightweight SQL Server performance monitoring - no installation required on target servers</Description>
diff --git a/README.md b/README.md
diff --git a/upgrades/2.0.0-to-2.1.0/02_default_trace_events_new_columns.sql b/upgrades/2.0.0-to-2.1.0/02_default_trace_events_new_columns.sql
diff --git a/upgrades/2.0.0-to-2.1.0/upgrade.txt b/upgrades/2.0.0-to-2.1.0/upgrade.txt
