Merge pull request #500 from erikdarlingdata/feature/release-prep-2.2.0

v2.2.0 release prep: RDS fixes, USE removal, README sync

Author: erikdarlingdata

.gitignore

@@ -54,4 +54,5 @@ nul
 
 # Lite runtime configuration (user-specific)
 Lite/config/servers.json
+Lite/servers.json
 Lite/collection_schedule.json

CHANGELOG.md

@@ -5,6 +5,62 @@ 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).
 
+## [2.2.0] - 2026-03-09
+
+**Contributors:** [@HannahVernon](https://github.com/HannahVernon), [@ClaudioESSilva](https://github.com/ClaudioESSilva), [@dphugo](https://github.com/dphugo), [@Orestes](https://github.com/Orestes) — thank you!
+
+### Important
+
+- **Schema upgrade**: Three large collection tables (`query_stats`, `procedure_stats`, `query_store_data`) are migrated to use `COMPRESS()` for query text and plan columns, reducing storage by ~60-80%. The upgrade performs a table swap (create new → migrate data → rename) which may take several minutes on large tables. A `row_hash` column is added for deduplication. Three new tracking tables are also created. Volume stats columns are added to `database_size_stats`. Upgrade scripts run automatically via the CLI/GUI installer and use idempotent checks.
+
+### Added
+
+- **FinOps monitoring tab** — database size tracking, server properties, storage growth analysis (7d/30d), index analysis with unused/duplicate/compressible detection, utilization efficiency, idle database identification, and estate-level resource views ([#474])
+- **Named collection presets** — Aggressive, Balanced, and Low-Impact schedule profiles via `config.apply_collection_preset` ([#454])
+- **Entra ID interactive MFA authentication** in both CLI and GUI installers for Azure SQL MI connections ([#481])
+- **MCP port validation** — TCP port conflict detection, range validation (1024+), Auto port button, and auto-restart on settings change ([#453])
+- **Alert database exclusion filters** — filter blocking and deadlock alerts by database in both Dashboard and Lite ([#410], [#412])
+- **Configurable alert cooldown periods** for tray notifications and email alerts
+- **Wait stats query drill-down** — click a wait type to see the queries causing it ([#372])
+- **Configurable long-running query settings** — max results, WAITFOR/backup/diagnostics exclusions ([#415])
+- **Uninstall option** in both CLI and GUI installers ([#431])
+- **Session stats collector** for active session tracking ([#474])
+- **LOB compression and deduplication** for query stats tables to reduce storage ([#419])
+- **Volume-level drive space** enrichment in database size stats via `dm_os_volume_stats`
+- **GUI installer installation history** logging to `config.installation_history` ([#414])
+- CI version bump check on PRs to main
+- Permissions section in README with least-privilege setup ([#421])
+
+### Changed
+
+- **Utilization tab redesigned** — ported to Dashboard with aligned metrics between apps ([#478])
+- PlanAnalyzer rules synced from PerformanceStudio — Rule 5 message format, seek predicate parsing, spool labels, unmatched index detail ([#416], [#475], [#480])
+- Data retention now purges processed XE staging rows
+- GeneratedRegex conversion for compile-time regex patterns ([#346], [#420])
+- Server health card width increased from 260 to 300 for less text truncation ([#489])
+- User's locale used for date/time formatting in WPF bindings ([#459])
+- XML processing instructions stripped from sql_command/sql_text display
+- Parameterized queries in blocking/deadlock alert filtering
+
+### Fixed
+
+- **UI hang** when opening Dashboard tab for offline server — replaced synchronous `.GetAwaiter().GetResult()` with proper `await` ([#477])
+- **First-collection spike** skewing PerfMon, wait stats, file I/O, memory grant, query stats, and procedure stats charts — first cumulative value now treated as baseline ([#482])
+- **Wait type filter TextBox** too small to read ([#488])
+- **Poison wait false positives** and alert log parsing ([#445], [#448])
+- **RID Lookup** analyzer rule matching new PhysicalOp label ([#429])
+- **procedure_stats** plan query using DECOMPRESS after compression migration
+- **database_size_stats** InvalidCastException on compatibility_level
+- **Deadlock filter** using wrong column reference in `GetFilteredDeadlockCountAsync`
+- **RESTORING database** filter added to waiting_tasks collector ([#430])
+- Custom TrayToolTip crash — replaced with plain ToolTipText ([#422])
+- DuckDB read lock acquisition resilience
+- Formatted duration columns sorting alphabetically instead of numerically
+- Settings window staying open on validation errors
+- Deserialization clamping and validation abort issues
+
+[2.2.0]: https://github.com/erikdarlingdata/PerformanceMonitor/compare/v2.1.0...v2.2.0
+
 ## [2.1.0] - 2026-03-04
 
 ### Important
@@ -371,3 +427,31 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 [#393]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/393
 [#289]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/289
 [#395]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/395
+[#400]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/400
+[#401]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/401
+[#410]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/410
+[#412]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/412
+[#414]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/414
+[#415]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/415
+[#416]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/416
+[#419]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/419
+[#420]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/420
+[#421]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/421
+[#422]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/422
+[#429]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/429
+[#430]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/430
+[#431]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/431
+[#445]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/445
+[#448]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/448
+[#453]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/453
+[#454]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/454
+[#459]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/459
+[#474]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/474
+[#475]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/475
+[#477]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/477
+[#478]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/478
+[#480]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/480
+[#481]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/481
+[#482]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/482
+[#488]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/488
+[#489]: https://github.com/erikdarlingdata/PerformanceMonitor/issues/489

Lite/Services/RemoteCollectorService.DatabaseSize.cs

@@ -42,25 +42,43 @@ used_size_mb decimal(19,2) NULL
 );
 
 DECLARE
-    @sql nvarchar(MAX) = N'';
+    @db_name sysname,
+    @sql nvarchar(MAX);
 
-SELECT
-    @sql += N'
-USE ' + QUOTENAME(d.name) + N';
+DECLARE db_cursor CURSOR LOCAL FAST_FORWARD FOR
+    SELECT
+        d.name
+    FROM sys.databases AS d
+    WHERE d.state_desc = N'ONLINE'
+    AND   d.database_id > 0
+    AND   HAS_DBACCESS(d.name) = 1
+    ORDER BY
+        d.name;
+
+OPEN db_cursor;
+FETCH NEXT FROM db_cursor INTO @db_name;
+
+WHILE @@FETCH_STATUS = 0
+BEGIN
+    BEGIN TRY
+        SET @sql = N'EXECUTE ' + QUOTENAME(@db_name) + N'.sys.sp_executesql N''
 INSERT #file_space (database_id, file_id, used_size_mb)
 SELECT
     DB_ID(),
     df.file_id,
-    CONVERT(decimal(19,2), FILEPROPERTY(df.name, N''SpaceUsed'') * 8.0 / 1024.0)
-FROM sys.database_files AS df;
-'
-FROM sys.databases AS d
-WHERE d.state_desc = N'ONLINE'
-AND   d.database_id > 0
-ORDER BY
-    d.name;
+    CONVERT(decimal(19,2), FILEPROPERTY(df.name, N''''SpaceUsed'''') * 8.0 / 1024.0)
+FROM sys.database_files AS df;'';';
+
+        EXECUTE sys.sp_executesql @sql;
+    END TRY
+    BEGIN CATCH
+    END CATCH;
+
+    FETCH NEXT FROM db_cursor INTO @db_name;
+END;
 
-EXEC sys.sp_executesql @sql;
+CLOSE db_cursor;
+DEALLOCATE db_cursor;
 
 SELECT
     database_name = d.name,

Lite/Services/RemoteCollectorService.QueryStore.cs

@@ -41,7 +41,8 @@ Uses sys.database_query_store_options.actual_state instead of
 
 DECLARE
     @db sysname,
-    @sql NVARCHAR(500);
+    @sql NVARCHAR(500),
+    @exec_sp nvarchar(256);
 
 DECLARE db_check CURSOR LOCAL FAST_FORWARD FOR
     SELECT /* PerformanceMonitorLite */
@@ -70,8 +71,7 @@ FROM db_check
 WHILE @@FETCH_STATUS = 0
 BEGIN
     BEGIN TRY
-        SET @sql =
-            N'USE ' + QUOTENAME(@db) + N';
+        SET @sql = N'
             SELECT ' + QUOTENAME(@db, '''') + N'
             WHERE EXISTS
             (
@@ -81,8 +81,10 @@ FROM sys.database_query_store_options
                 WHERE actual_state > 0
             );';
 
+        SET @exec_sp = QUOTENAME(@db) + N'.sys.sp_executesql';
+
         INSERT @result (name)
-        EXEC(@sql);
+        EXECUTE @exec_sp @sql;
     END TRY
     BEGIN CATCH
     END CATCH;
@@ -110,7 +112,8 @@ ORDER BY
 
 DECLARE
     @db sysname,
-    @sql NVARCHAR(500);
+    @sql NVARCHAR(500),
+    @exec_sp nvarchar(256);
 
 DECLARE db_check CURSOR LOCAL FAST_FORWARD FOR
     SELECT /* PerformanceMonitorLite */
@@ -131,8 +134,7 @@ FROM db_check
 WHILE @@FETCH_STATUS = 0
 BEGIN
     BEGIN TRY
-        SET @sql =
-            N'USE ' + QUOTENAME(@db) + N';
+        SET @sql = N'
             SELECT ' + QUOTENAME(@db, '''') + N'
             WHERE EXISTS
             (
@@ -142,8 +144,10 @@ FROM sys.database_query_store_options
                 WHERE actual_state > 0
             );';
 
+        SET @exec_sp = QUOTENAME(@db) + N'.sys.sp_executesql';
+
         INSERT @result (name)
-        EXEC(@sql);
+        EXECUTE @exec_sp @sql;
     END TRY
     BEGIN CATCH
     END CATCH;

README.md

@@ -38,7 +38,7 @@ Both editions include real-time alerts (system tray + email), charts and graphs,
 
 ## What You Get
 
-🔍 **32 specialized T-SQL collectors** running on configurable schedules — wait stats, query performance, blocking chains, deadlock graphs, memory grants, file I/O, tempdb, perfmon counters, and more. Query text and execution plan collection can be disabled per-collector for sensitive environments.
+🔍 **32 specialized T-SQL collectors** running on configurable schedules with named presets (Aggressive, Balanced, Low-Impact) — wait stats, query performance, blocking chains, deadlock graphs, memory grants, file I/O, tempdb, perfmon counters, FinOps/capacity, and more. Query text and execution plan collection can be disabled per-collector for sensitive environments.
 
 🚨 **Real-time alerts** for blocking, deadlocks, and high CPU — system tray notifications plus styled HTML emails with full XML attachments for offline analysis
 
@@ -81,7 +81,7 @@ Data starts flowing within 1–5 minutes. That's it. No installation on your ser
 
 ### Lite Collectors
 
-20 collectors run on independent, configurable schedules:
+23 collectors run on independent, configurable schedules:
 
 | Collector | Default | Source |
 |---|---|---|
@@ -98,9 +98,12 @@ Data starts flowing within 1–5 minutes. That's it. No installation on your ser
 | tempdb_stats | 1 min | `sys.dm_db_file_space_usage` |
 | perfmon_stats | 1 min | `sys.dm_os_performance_counters` (deltas) |
 | deadlocks | 1 min | `system_health` Extended Events session |
+| session_stats | 1 min | `sys.dm_exec_sessions` active session tracking |
 | memory_clerks | 5 min | `sys.dm_os_memory_clerks` |
 | query_store | 5 min | Query Store DMVs (per database) |
 | running_jobs | 5 min | `msdb` job history with duration vs avg/p95 |
+| database_size_stats | 15 min | `sys.master_files` + `FILEPROPERTY` + `dm_os_volume_stats` |
+| server_properties | 15 min | `SERVERPROPERTY()` hardware and licensing metadata |
 | server_config | On connect | `sys.configurations` |
 | database_config | On connect | `sys.databases` |
 | database_scoped_config | On connect | Database-scoped configurations |
@@ -141,13 +144,26 @@ SQL Authentication:
 PerformanceMonitorInstaller.exe YourServerName sa YourPassword
 ```
 
+Entra ID (MFA) Authentication:
+
+```
+PerformanceMonitorInstaller.exe YourServerName --entra user@domain.com
+```
+
 Clean reinstall (drops existing database and all collected data):
 
 ```
 PerformanceMonitorInstaller.exe YourServerName --reinstall
 PerformanceMonitorInstaller.exe YourServerName sa YourPassword --reinstall
 ```
 
+Uninstall (removes database, Agent jobs, and XE sessions):
+
+```
+PerformanceMonitorInstaller.exe YourServerName --uninstall
+PerformanceMonitorInstaller.exe YourServerName sa YourPassword --uninstall
+```
+
 The installer automatically tests the connection, executes SQL scripts, downloads community dependencies, creates SQL Agent jobs, and runs initial data collection. A GUI installer (`InstallerGui/`) is also available with the same functionality.
 
 ### CLI Installer Options
@@ -156,7 +172,10 @@ The installer automatically tests the connection, executes SQL scripts, download
 |---|---|
 | `SERVER` | SQL Server instance name (positional, required) |
 | `USERNAME PASSWORD` | SQL Authentication credentials (positional, optional) |
+| `--entra EMAIL` | Microsoft Entra ID interactive authentication (MFA) |
 | `--reinstall` | Drop existing database and perform clean install |
+| `--uninstall` | Remove database, Agent jobs, and XE sessions |
+| `--reset-schedule` | Reset collection schedule to recommended defaults |
 | `--preserve-jobs` | Keep existing SQL Agent job schedules during upgrade |
 | `--encrypt=optional\|mandatory\|strict` | Connection encryption level (default: mandatory) |
 | `--trust-cert` | Trust server certificate without validation (default: require valid cert) |
@@ -175,6 +194,7 @@ The installer automatically tests the connection, executes SQL scripts, download
 | `4` | Partial installation (non-critical failures) |
 | `5` | Version check failed |
 | `6` | SQL files not found |
+| `7` | Uninstall failed |
 
 ### Post-Installation
 
@@ -264,7 +284,7 @@ The Full Edition supports Azure SQL Managed Instance and AWS RDS for SQL Server
 | AWS RDS for SQL Server | Supported | Supported |
 | Azure SQL Database | Not supported | Supported |
 | Multi-server from one seat | Per-server install | Built-in |
-| Collectors | 32 | 20 |
+| Collectors | 32 | 23 |
 | Agent job monitoring | Duration vs historical avg/p95 | Duration vs historical avg/p95 |
 | Data storage | SQL Server (on target) | DuckDB + Parquet (local) |
 | Execution plans | Collected and stored (can be disabled per-collector) | Download on demand |
@@ -308,6 +328,7 @@ Plus a NOC-style landing page with server health cards (green/yellow/red severit
 | **Blocking** | Blocking/deadlock trends, blocked process reports, deadlock history |
 | **Perfmon** | Selectable SQL Server performance counters over time |
 | **Configuration** | Server configuration, database configuration, scoped configuration, trace flags |
+| **FinOps** | Database size tracking, storage growth analysis (7d/30d), server properties, capacity planning |
 
 Both editions feature auto-refresh, configurable time ranges, right-click CSV export, system tray integration, dark and light themes, and timezone display options (server time, local time, or UTC).
 
@@ -545,7 +566,7 @@ Use the RDS master user for installation. The master user has the necessary perm
 Monitor/
 │
 │   Full Edition (server-installed collectors + separate dashboard)
-├── install/          # 54 SQL installation scripts
+├── install/          # 58 SQL installation scripts
 ├── upgrades/         # Version-specific upgrade scripts
 ├── Installer/        # CLI installer for Full Edition database (C#)
 ├── InstallerGui/     # GUI installer for Full Edition database (WPF)

install/09_collect_query_store.sql

@@ -324,8 +324,7 @@ BEGIN
         WHILE @@FETCH_STATUS = 0
         BEGIN
             BEGIN TRY
-                SET @qs_check_sql =
-                    N'USE ' + QUOTENAME(@database_name) + N';
+                SET @qs_check_sql = N'
                     SELECT ' + QUOTENAME(@database_name, '''') + N'
                     WHERE EXISTS
                     (
@@ -335,8 +334,10 @@ BEGIN
                         WHERE actual_state > 0
                     );';
 
+                DECLARE @qs_exec_sp nvarchar(256) = QUOTENAME(@database_name) + N'.sys.sp_executesql';
+
                 INSERT @qs_databases (name)
-                EXEC(@qs_check_sql);
+                EXECUTE @qs_exec_sp @qs_check_sql;
             END TRY
             BEGIN CATCH
             END CATCH;

install/52_collect_database_size_stats.sql

@@ -178,6 +178,7 @@ BEGIN
                 FROM sys.databases AS d
                 WHERE d.state_desc = N'ONLINE'
                 AND   d.database_id > 0
+                AND   HAS_DBACCESS(d.name) = 1
                 ORDER BY
                     d.database_id;
 
@@ -188,8 +189,6 @@ BEGIN
             BEGIN
                 BEGIN TRY
                     SET @sql = N'
-                    USE ' + QUOTENAME(@db_name) + N';
-
                     INSERT INTO
                         PerformanceMonitor.collect.database_size_stats
                     (
@@ -255,7 +254,9 @@ BEGIN
                     CROSS APPLY sys.dm_os_volume_stats(DB_ID(), df.file_id) AS vs
                     WHERE d.database_id = DB_ID();';
 
-                    EXECUTE sys.sp_executesql
+                    DECLARE @exec_sql nvarchar(max) = QUOTENAME(@db_name) + N'.sys.sp_executesql';
+
+                    EXECUTE @exec_sql
                         @sql,
                         N'@start_time datetime2(7)',
                         @start_time = @start_time;