geserdugarov commented on code in PR #18276:
URL: https://github.com/apache/hudi/pull/18276#discussion_r3042944621


##########
rfc/rfc-98/rfc-98.md:
##########
@@ -52,25 +49,294 @@ The current implementation of Spark Datasource V2 
integration is presented in th
 
 ## Implementation
 
-<!--  -->
+Hudi's write path is mature, and involves indexing, precombining, 
upsert/insert routing, file sizing, and table services 
(compaction/clustering/cleaning). 
+Also `HoodieSparkSqlWriter::write` handles schema evolution, partition 
encoding, metadata updates, and multi-writer concurrency.
+DSv2's `WriteBuilder` >> `BatchWrite` >> DataWriter API is too simplistic for 
this, and moving to this entirely would be a non-starter. Also, due to the 
flexibility of the V1 API in terms of allowing the writes to shuffle data after 
the `df.write.format....save` is invoked, Hudi supports a streaming DF write 
for its upsert operation. A good majority of Hudi jobs work this way today, and 
we cannot break all of these at once.

Review Comment:
   Already fixed in 981303492e62a13a19ae98f0a8538abde267864a



##########
rfc/rfc-98/rfc-98.md:
##########
@@ -52,25 +49,294 @@ The current implementation of Spark Datasource V2 
integration is presented in th
 
 ## Implementation
 
-<!--  -->
+Hudi's write path is mature, and involves indexing, precombining, 
upsert/insert routing, file sizing, and table services 
(compaction/clustering/cleaning). 
+Also `HoodieSparkSqlWriter::write` handles schema evolution, partition 
encoding, metadata updates, and multi-writer concurrency.
+DSv2's `WriteBuilder` >> `BatchWrite` >> DataWriter API is too simplistic for 
this, and moving to this entirely would be a non-starter. Also, due to the 
flexibility of the V1 API in terms of allowing the writes to shuffle data after 
the `df.write.format....save` is invoked, Hudi supports a streaming DF write 
for its upsert operation. A good majority of Hudi jobs work this way today, and 
we cannot break all of these at once.
+
+The proposed approach is hybrid: DSv2 for reads, with a DSv1 fallback for 
writes (`V2TableWithV1Fallback`) in the current state.
+Later, if a DSv2 write path can be implemented without loss of performance or 
functionality, it may become possible to move to full DSv2 support.
+However, this migration should still be incremental, please check the "Future 
Work" chapter for details.
+
+Overall proposed architecture for the hybrid approach is shown in the 
following schema:
+
+![Proposed approach with hybrid V1 write and V2 
read](integration_with_DSv2_read.jpg)
+
+### DataFrame API
+
+A new SPI short name, `"hudi_v2"`, activates the DSv2 read path when using the 
Spark DataFrame API.
+The existing `"hudi"` path remains unchanged.
+This is done to unblock incremental development of the DSv2 path and will be 
removed in the long term, please check the "Future Work" chapter for details.
+It also allows switching later from the current DSv1 fallback to a DSv2 write 
path, if an implementation without performance degradation is found.
+The DSv2 write path is currently under research.
+
+<table>
+<tr>
+<th>Operation</th>
+<th>Current implementation</th>
+<th>Additional functionality proposed in this RFC</th>
+</tr>
+<tr>
+<td>Write</td>
+<td>
+<pre>
+df.write.format("hudi").mode(...).save(path)
+        v
+BaseDefaultSource (V1) -> DefaultSource
+        v
+CreatableRelationProvider.createRelation(...)
+        v
+HoodieSparkSqlWriter.write(...)
+        v
+SparkRDDWriteClient -> upsert/insert/bulk_insert
+</pre>
+</td>
+<td>
+<pre>
+df.write.format("hudi_v2").mode(...).save(path)
+        v
+HoodieDataSourceV2 (TableProvider + DataSourceRegister + 
CreatableRelationProvider)
+        v
+Spark treats as V1 source for writes
+        v
+CreatableRelationProvider.createRelation(...)
+        v
+HoodieSparkSqlWriter.write(...)
+        v
+SparkRDDWriteClient -> upsert/insert/bulk_insert
+</pre>
+</td>
+</tr>
+<tr>
+<td>Read</td>
+<td>
+<pre>
+spark.read.format("hudi").load(path)
+        v
+V1 DataSource resolution (via ServiceLoader + DataSourceRegister)
+        v
+BaseDefaultSource found
+(extends DefaultSource with DataSourceRegister)
+(not a TableProvider)
+        v
+Spark treats as V1 DataSource
+        v
+DefaultSource.createRelation(...)
+        v
+MergeOnReadSnapshotRelation / BaseRelation
+        v
+LogicalRelation -> FileScan -> ...
+</pre>
+</td>
+<td>
+<pre>
+spark.read.format("hudi_v2").load(path)
+        v
+DataSourceV2Utils.lookupProvider("hudi_v2")
+        v
+HoodieDataSourceV2 found
+(extends TableProvider with DataSourceRegister)
+(does not extend SupportsCatalogOptions)
+        v
+Spark uses TableProvider.getTable() directly
+(no catalog routing since no SupportsCatalogOptions)
+        v
+HoodieDataSourceV2.getTable(...)
+        v
+HoodieSparkV2Table(...)
+(no catalogTable, no tableIdentifier)
+        v
+HoodieScanBuilder -> HoodieBatchScan -> ...
+</pre>
+</td>
+</tr>
+</table>
+
+### SQL Queries
+
+Spark SQL API is managed by new configuration parameter 
`hoodie.datasource.read.use.v2`, which controls the returned table type.
+
+<table>
+<tr>
+<th>Operation</th>
+<th>Current implementation</th>
+<th>Additional functionality proposed in this RFC</th>
+</tr>
+<tr>
+<td>Write</td>
+<td>
+<pre>
+INSERT INTO hudi_table VALUES (...);   -- table created with USING hudi
+        v
+Spark Analyzer resolves table via catalog
+        v
+HoodieCatalog.loadTable(Identifier("hudi_table"))
+        v
+isHoodieTable => true, v2ReadEnabled = false, schemaEvol = false
+        v
+RETURNS: V1Table(catalogTable) via v1TableWrapper
+        v
+Spark V1 write path -> InsertIntoHoodieTableCommand (analysis rule)
+        v
+HoodieSparkSqlWriter.write(...)
+</pre>
+</td>
+<td>
+<pre>
+INSERT INTO hudi_table VALUES (...);   -- table created with USING hudi
+        v
+Spark Analyzer resolves table via catalog
+        v
+HoodieCatalog.loadTable(Identifier("hudi_table"))
+        v
+isHoodieTable => true, v2ReadEnabled = true
+        v
+RETURNS: HoodieSparkV2Table(...)
+        v
+SupportsWrite.newWriteBuilder() -> HoodieV1WriteBuilder
+        v
+V1Write -> InsertableRelation.insert(data, overwrite)
+        v
+Align columns (rename + cast to table's user schema)
+        v
+HoodieSparkSqlWriter.write(...)
+</pre>
+</td>
+</tr>
+<tr>
+<td>Read</td>
+<td>
+<pre>
+SELECT * FROM hudi_table;   -- table created with USING hudi
+        v
+Spark Analyzer resolves table name via catalog
+        v
+HoodieCatalog.loadTable(Identifier("hudi_table"))
+        v
+super.loadTable(ident)
+        v
+V1Table(catalogTable) where catalogTable.provider = "hudi"
+        v
+isHoodieTable(catalogTable) => true
+        v
+v2ReadEnabled = false, schemaEvolutionEnabled = false (defaults)
+        v
+RETURNS: HoodieInternalV2Table(...).v1TableWrapper = V1Table(catalogTable)
+        v
+Spark uses V1 fallback -> DefaultSource.createRelation()
+        v
+HoodieFileIndex -> FileScan -> ...
+</pre>
+</td>
+<td>
+<pre>
+SELECT * FROM hudi_table;   -- table created with USING hudi
+        v
+Spark Analyzer resolves table name via catalog
+        v
+HoodieCatalog.loadTable(Identifier("hudi_table"))
+        v
+super.loadTable(ident)
+        v
+V1Table(catalogTable) where catalogTable.provider = "hudi"
+        v
+isHoodieTable(catalogTable) => true
+        v
+v2ReadEnabled = conf("hoodie.datasource.read.use.v2") = true
+        v
+RETURNS: HoodieSparkV2Table(...)
+        v
+SupportsRead.newScanBuilder() -> HoodieScanBuilder
+        v
+HoodieBatchScan -> ...
+</pre>
+</td>
+</tr>
+</table>
 
 ### Read
 
-<!-- main part -->
+All new classes go into package `org.apache.spark.sql.hudi.v2` inside 
`hudi-spark-common`.
+
+| Class                           | Spark Interface                            
                                                                                
       | Responsibility                                                         
                                                                                
                                                                                
                                            |
+|---------------------------------|-----------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
+| `HoodieDataSourceV2`            | `TableProvider`, `DataSourceRegister`, 
`CreatableRelationProvider`                                                     
           | SPI entry point for `format("hudi_v2")`. 
`CreatableRelationProvider` enables DataFrame API writes via 
`df.write.format("hudi_v2")`.                                                   
                                                                                
             |
+| `HoodieSparkV2Table`            | `Table`, `SupportsRead`, `SupportsWrite`, 
`V2TableWithV1Fallback`                                                         
        | Routes reads to DSv2, writes to DSv1 fallback via 
`HoodieV1WriteBuilder`.                                                         
                                                                                
                                                                 |
+| `HoodieScanBuilder`             | `ScanBuilder`, `SupportsPushDownFilters`, 
`SupportsPushDownRequiredColumns`, `PartialLimitPushDown`, 
`SupportsPushDownAggregates` | Collects filter, column pruning, limit, and 
aggregate pushdowns.                                                            
                                                                                
                                                                       |
+| `PartialLimitPushDown`          | extends `SupportsPushDownLimit`            
                                                                                
       | Custom Hudi Java interface providing `isPartiallyPushed() = true` as a 
default method. Avoids Scala `override` incompatibility between Spark 3.3 
(method absent) and 3.4+ (default method present).                              
                                                 |
+| `HoodieBatchScan`               | `Scan`, `Batch`                            
                                                                                
       | Plans input partitions using existing `HoodieFileIndex`.               
                                                                                
                                                                                
                                            |
+| `HoodieInputPartition`          | `InputPartition`                           
                                                                                
       | Serializable descriptor for file slices.                               
                                                                                
                                                                                
                                            |
+| `HoodiePartitionReaderFactory`  | `PartitionReaderFactory`                   
                                                                                
       | Creates readers on executors. Overrides `supportColumnarReads()` and 
`createColumnarReader()` for COW vectorized reads.                              
                                                                                
                                              |
+| `HoodiePartitionReader`         | `PartitionReader[InternalRow]`             
                                                                                
       | Row-based reader for MOR, incremental, CDC, and COW fallback 
(unsupported schema).                                                           
                                                                                
                                                      |
+| `HoodieColumnarPartitionReader` | `PartitionReader[ColumnarBatch]`           
                                                                                
       | Columnar reader for COW base files. Returns vectorized Parquet batches 
directly to Spark.                                                              
                                                                                
                                            |
+| `HoodieV1WriteBuilder` (reused) | `SupportsTruncate`, `SupportsOverwrite`, 
`ProvidesHoodieConfig`                                                          
         | Existing V1 write fallback builder, defined as `private[hudi]` in 
`HoodieInternalV2Table.scala`. `HoodieSparkV2Table` directly instantiates it 
(sibling class, not a subclass of `HoodieInternalV2Table`). 
`HoodieInternalV2Table` is retained for the schema-evolution code path. |
 
 ### Table services
 
-<!-- with read substages -->
+Table services (compaction, clustering, cleaning) are not affected by this 
change.
+They operate via the write client and are triggered independently of the read 
path.
+
+### Implementation phases
+
+The phases below describe the logical design ordering. 
+In practice, `HoodieScanBuilder` declares all pushdown interfaces from the 
outset with working implementations, and the PRs may ship multiple phases 
together.
+
+1. **Coexistence POC.** All new classes return empty read results, SPI 
registration, reuse of `HoodieV1WriteBuilder` for V1 write fallback, 
`hoodie.datasource.read.use.v2` config, 
+`HoodieV1OrV2Table` extractor update in `HoodieSparkBaseAnalysis` to recognize 
`HoodieSparkV2Table` for DDL operations.
+2. **COW snapshot read.** Wire `HoodieBatchScan.planInputPartitions()` to 
`HoodieFileIndex`, implement base file reading in `HoodiePartitionReader`. 
Column pruning support.
+3. **Filter pushdown.** Implement `HoodieScanBuilder.pushFilters()` for 
partition pruning and data skipping via `HoodieFileIndex`.
+4. **Vectorized COW reads.** Enable columnar batch output for COW snapshot 
reads to match V1 performance.
+5. **MOR snapshot read.** Extend `HoodiePartitionReader` with base + log merge 
logic, reusing `HoodieFileGroupReader`.
+6. **Incremental and CDC queries.** Route based on query type option in 
`HoodieScanBuilder`.
+7. **Advanced pushdowns.** `SupportsPushDownAggregates`, 
`SupportsPushDownLimit`, `SupportsPushDownTopN`.
 
 ## Rollout/Adoption Plan
 
-<!-- 
-    - rollback of some changes in HUDI-4178
-    - check performance before and after, find what actually degrade when we 
use V1 workaround
-    - implement absent V2 API functionality for read
-    - benchmark again
--->
+- The existing `format("hudi")` path is completely untouched, so regression 
risk is minimized.
+- For DataFrame API, users opt in by using `format("hudi_v2")`. No config 
needed.
+- For SQL queries, users set `hoodie.datasource.read.use.v2=true` to route 
reads through DSv2.
+- Rollback: switch back to `format("hudi")` or set the config to `false`.
+
+### Config interaction: `hoodie.datasource.read.use.v2` vs 
`hoodie.schema.on.read.enable`
+
+In `HoodieCatalog.loadTable()`, `v2ReadEnabled` is evaluated first and takes 
strict precedence:
+
+| `hoodie.datasource.read.use.v2` | `hoodie.schema.on.read.enable` | Table 
returned                                           |
+|---------------------------------|--------------------------------|----------------------------------------------------------|
+| `true`                          | any                            | 
`HoodieSparkV2Table` (DSv2 read)                         |
+| `false`                         | `true`                         | 
`HoodieInternalV2Table` (existing schema-evolution path) |
+| `false`                         | `false`                        | `V1Table` 
wrapper (existing default)                     |
+
+The two configs are independent. When both are `true`, `v2ReadEnabled` wins.
 
 ## Test Plan
 
-<!-- It's important to agree on consistent benchmarks to evaluate changes step 
by step -->
+- Verify that `EXPLAIN` plans show `BatchScanExec` (DSv2) instead of 
`FileSourceScanExec` (DSv1) when DSv2 is enabled.
+- Existing unit and functional tests must pass unchanged (no regressions in 
DSv1 path).
+- New tests for DSv2 read path: COW snapshot, MOR snapshot, filter pushdown, 
column pruning.
+- TPC-H benchmark to compare DSv1 vs DSv2 read performance at each 
implementation phase.
+  Success criteria:
+    - DSv2 COW snapshot full data read should show no regression versus DSv1.
+    - DSv2 COW snapshot read with projections and filter pushdowns should show 
10% faster wall-clock time.
+    - DSv2 COW snapshot read with limit and aggregate pushdowns should show 
20% faster wall-clock time.
+    - MOR benchmarks should show no regression versus DSv1's row-based MOR 
path.
+
+## Future Work
+
+1. DSv2 read support using `hudi_v2` for the DataFrame API, and 
`hoodie.datasource.read.use.v2` for the SQL API (`false` by default).

Review Comment:
   Already fixed in 981303492e62a13a19ae98f0a8538abde267864a



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