Analysis: one selected period, one set of numbers, on every page
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The dashboards told several stories at once. Overview asked for full
calendar years, meter detail for a fixed 12-month window that was really
13, Trends for 24 months with an Apply button, and the energy pages for
60. Each page derived "today" from UTC, so the first hours of a local day
belonged to yesterday. A missing tariff, a month nobody measured and a
genuine zero all rendered as 0. And a virtual meter -- the one thing the
spreadsheet leans on hardest -- was excluded from analysis outright:
MeterPeriodService returned null for it and the page offered a flow
diagram instead.

docs/DASHBOARD_ANALYSIS_CHANGE_BRIEF.md is the work order. Every choice it
left open is settled in docs/ANALYSIS_IMPLEMENTATION_NOTE.md as D-01..D-58
plus amendments A-01..A-30; code, tests and release notes cite those ids.

The analysis layer

Core/Analysis holds the pure rules: period presets resolved once in the
instance zone into a local date range and a half-open UTC range, bucket
plans, calendar-unit comparisons, coverage runs with a resolution class,
normalized quantities and units, the totals policy, the virtual formula
parser/validator/evaluator, and the cost calculator. "Now" comes from
TimeProvider; services never read the clock.

Normalization now writes, in the same transaction as consumption and by
diff, per-meter rollups by local day and month plus coverage runs and a
rollup state (AnalysisDataWriter). AnalysisReader answers a request from
those tables -- month rollups for month and year buckets, day rollups
otherwise, at most two partial edge days from consumption -- and
CostReader prices the result month by month. Pages, /api/v1 and the CSV
export read nothing else. The unused continuous aggregates are dropped.

The reader's statement count per request is constant whether it covers one
meter or a thousand. On a synthetic 1,000-meter, ten-year instance the
brief's target request (100 meters, ten years, monthly) takes 374 ms
against a two-second target, and the Overview went from 48,244 SQL
statements per load to 205.

Missing is not zero

Every bucket carries a status -- available, partial, missing, unresolved,
invalid, pending -- derived from coverage, never from the amount, with
provenance and a reason code beside it. A true zero is a number and a bar
on the baseline; an unknown bucket is a gap that says why; a month whose
data only exists monthly says so instead of inventing daily detail; a
scope with no tariff says "not priced" instead of 0. Rows whose interval
closes after now are reported separately rather than counted.

Virtual meters are analysis subjects

A virtual meter stores a canonical definition -- expression over m<id>
references, result kind, unit and cost rule -- validated on save and on
read for syntax, unknown or self references, loops and unit/kind rules.
It is evaluated on read from its sources' rollups over their joint
coverage: a missing source makes the bucket missing, an observed zero is
a valid input, a non-finite result is invalid with its dependency path,
and the page lists each source's contribution. Topology links are
topology only and never rewrite a saved calculation; expression-less
meters from older installs are converted once at startup. The editor has
Sum, Difference and Advanced modes with a live preview.

Totals and the bill

Per energy type the totals policy separates use, grid import, export,
generation and runtime, marks breakdown meters as breakdowns and virtual
meters as views, and never adds across units. The bill follows it: grid
import where there is one, separately priced subsections at their own
price, feed-in only on export meters, standing charges once per scope per
local day, manual costs once on their start day, categories as
non-overlapping covers whose composition reconciles to the bill. The
seeded demo's yearly totals now match the spreadsheet.

Pages and navigation

The period lives in the URL and every page reads the same contract, so a
link, a reload and the browser's Back button keep it. Shared components
carry it: page header with breadcrumbs, period toolbar, theme-aware chart
with an accessible table beside it, metric cards, comparison and
availability states, attention items that each link to the one action
that fixes them. Meter detail leads with an Analysis tab and resolves its
tabs by key; the energy page has Overview, History, Flow and Meters; the
old cost-only Trends page is a general Analysis page over portfolio, type,
category, meter or a meter comparison. Records tabs are paged server-side
instead of showing the latest 200. Everything is English and German,
light and dark, down to 360px.

Some figures change on purpose; docs/RELEASE_NOTES.md lists each one and
what the first start after the update does (it rebuilds all analysis data
before the web server listens). docs/SDD.md and CLAUDE.md describe the
system as it now is.

Tests: 1,733 Core and 746 integration, all green, plus an opt-in
performance suite with a synthetic 1,000-meter generator.
This commit is contained in:
Florian Schmidt
2026-09-20 10:29:13 +02:00
parent c0f52dbb6f
commit 8940ef25c3
384 changed files with 82753 additions and 4518 deletions
@@ -0,0 +1,286 @@
using MeterVault.Core.Analysis;
using MeterVault.Core.Analysis.Virtual;
using MeterVault.Core.Domain;
using MeterVault.Infrastructure.Analysis;
using MeterVault.Infrastructure.Dashboard;
using MeterVault.Infrastructure.Ingestion;
using MeterVault.Infrastructure.Options;
using MeterVault.Integration.Tests.Costing;
using static MeterVault.Integration.Tests.Costing.CostSandbox;
namespace MeterVault.Integration.Tests.MeterPage;
/// <summary>
/// The meter page's read model (brief §7.2, D-50): record tabs paged server-side, newest first, keyset-ordered on each
/// table's key and filtered by a half-open range; the manual-entry dialog's own context for the entered instant (the
/// neighbours the ingestion guard reads); markers inside a range; applicable tariffs; and a virtual meter's calculation.
/// </summary>
[Collection("Timescale")]
public sealed class MeterDetailServiceTests(TimescaleFixture fx)
{
private static readonly DateTimeOffset Start = new(2026, 1, 1, 0, 0, 0, TimeSpan.Zero);
[Fact]
public async Task Readings_page_newest_first_by_keyset_and_filter_by_a_half_open_range()
{
await using var box = new CostSandbox(fx);
var type = await box.TypeAsync();
var meter = await box.MeterAsync(type, MeterMode.CumulativeCounter, "kWh");
await InsertReadingsAsync(meter, 250);
var service = Service();
var first = await service.GetReadingsAsync(meter, RecordRange.All);
var second = await service.GetReadingsAsync(meter, RecordRange.All, first.Next);
var third = await service.GetReadingsAsync(meter, RecordRange.All, second.Next);
Assert.Equal((100, 100, 50), (first.Rows.Count, second.Rows.Count, third.Rows.Count));
Assert.All(new[] { first, second, third }, page => Assert.Equal(250, page.Total));
Assert.NotNull(first.Next);
Assert.NotNull(second.Next);
Assert.Null(third.Next);
var all = first.Rows.Concat(second.Rows).Concat(third.Rows).Select(r => r.Time).ToList();
Assert.Equal(250, all.Distinct().Count());
Assert.Equal(all.OrderDescending(), all);
Assert.Equal(Start.AddHours(249), all[0]);
// Keyset, not offset: a reading arriving at the top does not shift the older pages.
await InsertReadingsAsync(meter, 1, fromHour: 1000);
var again = await service.GetReadingsAsync(meter, RecordRange.All, first.Next);
Assert.Equal(second.Rows, again.Rows);
Assert.Equal(251, again.Total);
// [from, to): the start is included, the end is not.
var range = new RecordRange(Start.AddHours(10), Start.AddHours(20));
var filtered = await service.GetReadingsAsync(meter, range);
Assert.Equal(10, filtered.Total);
Assert.Equal(Start.AddHours(19), filtered.Rows[0].Time);
Assert.Equal(Start.AddHours(10), filtered.Rows[^1].Time);
Assert.Null(filtered.Next);
}
[Fact]
public async Task Normalized_rows_break_ties_on_their_kind_across_a_page_boundary()
{
await using var box = new CostSandbox(fx);
var type = await box.TypeAsync();
var meter = await box.MeterAsync(type, MeterMode.DirectDelta, "kWh");
// One row at the newest instant, then 51 instants with both kinds: the 100th and 101st rows share an instant.
await using (var db = fx.CreateContext())
{
db.Consumption.Add(Row(meter, 51, ConsumptionKind.Consumption));
for (var i = 0; i <= 50; i++)
{
db.Consumption.Add(Row(meter, i, ConsumptionKind.Consumption));
db.Consumption.Add(Row(meter, i, ConsumptionKind.Generation));
}
await db.SaveChangesAsync();
}
var service = Service();
var first = await service.GetConsumptionAsync(meter, RecordRange.All);
var second = await service.GetConsumptionAsync(meter, RecordRange.All, first.Next);
Assert.Equal(103, first.Total);
Assert.Equal(100, first.Rows.Count);
Assert.Equal((Start.AddHours(1), ConsumptionKind.Generation), (first.Rows[^1].Time, first.Rows[^1].Kind));
Assert.Equal(3, second.Rows.Count);
Assert.Equal((Start.AddHours(1), ConsumptionKind.Consumption), (second.Rows[0].Time, second.Rows[0].Kind));
Assert.Null(second.Next);
Assert.Equal(103, first.Rows.Concat(second.Rows).Select(r => (r.Time, r.Kind)).Distinct().Count());
}
[Fact]
public async Task Events_page_on_their_instant_then_their_id()
{
await using var box = new CostSandbox(fx);
var type = await box.TypeAsync();
var meter = await box.MeterAsync(type, MeterMode.CumulativeCounter, "kWh");
await using (var db = fx.CreateContext())
{
// All at one instant: only the id orders them.
for (var i = 0; i < 101; i++)
{
db.MeterEvents.Add(new MeterEvent { MeterId = meter, Time = Start, EventType = MeterEventType.Note, Notes = $"note {i}" });
}
await db.SaveChangesAsync();
}
var service = Service();
var first = await service.GetEventsAsync(meter, RecordRange.All);
var second = await service.GetEventsAsync(meter, RecordRange.All, first.Next);
Assert.Equal((100, 1, 101), (first.Rows.Count, second.Rows.Count, first.Total));
var ids = first.Rows.Concat(second.Rows).Select(e => e.Id).ToList();
Assert.Equal(101, ids.Distinct().Count());
Assert.Equal(ids.OrderDescending(), ids);
}
[Fact]
public async Task The_entry_context_judges_a_reading_by_the_neighbours_the_guard_reads()
{
await using var box = new CostSandbox(fx);
var type = await box.TypeAsync();
var meter = await box.MeterAsync(type, MeterMode.CumulativeCounter, "kWh");
// Imported month rows: "July 2026" (400) and "August 2026" (500), stamped on the 1st (UTC, as the importer writes
// them), describing the month's end.
await using (var db = fx.CreateContext())
{
db.Readings.Add(new Reading { MeterId = meter, Time = new DateTimeOffset(2026, 7, 1, 0, 0, 0, TimeSpan.Zero), Value = 400, Quality = ReadingQuality.Imported, Flags = ReadingFlags.MonthLabel });
db.Readings.Add(new Reading { MeterId = meter, Time = new DateTimeOffset(2026, 8, 1, 0, 0, 0, TimeSpan.Zero), Value = 500, Quality = ReadingQuality.Imported, Flags = ReadingFlags.MonthLabel });
await db.SaveChangesAsync();
}
var service = Service();
var at = Midnight(2026, 8, 20);
var context = await service.GetReadingEntryContextAsync(meter, at);
// The latest reading by stamp is August's (500), but on the timeline a reading on 20 August comes after July's end
// and before August's: the dialog judges it against 400, exactly like the guard — the old page, holding only
// the latest row, would have called 450 a decrease.
Assert.NotNull(context);
Assert.Equal(500, context!.Latest!.Value);
Assert.Equal(400, context.Previous!.Value);
Assert.True(context.Monotonic);
Assert.False(context.BoundaryExplainsDecrease);
Assert.Null(context.AtTime);
await using (var db = fx.CreateContext())
{
var ingestion = new IngestionService(db, Normalization(db));
Assert.Equal(IngestionOutcome.RejectedDecrease, await ingestion.IngestByMeterAsync(meter, at, 350, renormalize: false, quality: ReadingQuality.Manual));
Assert.Equal(IngestionOutcome.Written, await ingestion.IngestByMeterAsync(meter, at, 450, renormalize: false, quality: ReadingQuality.Manual));
}
// The reading at that instant is now what a save would replace.
var replacing = await service.GetReadingEntryContextAsync(meter, at);
Assert.Equal(450, replacing!.AtTime!.Value);
Assert.False(replacing.AtTime.IsRegisterStart);
// A swap after the previous reading explains a lower value.
await using (var db = fx.CreateContext())
{
db.MeterEvents.Add(new MeterEvent { MeterId = meter, Time = Midnight(2026, 9, 5), EventType = MeterEventType.MeterSwap, PrevValue = 520, NewValue = 0 });
await db.SaveChangesAsync();
}
var afterSwap = await service.GetReadingEntryContextAsync(meter, Midnight(2026, 9, 10));
Assert.True(afterSwap!.BoundaryExplainsDecrease);
Assert.Null(await service.GetReadingEntryContextAsync(int.MaxValue, at));
}
[Fact]
public async Task The_identity_read_carries_the_register_span_and_the_normalized_unit()
{
await using var box = new CostSandbox(fx);
var type = await box.TypeAsync();
var meter = await box.MeterAsync(type, MeterMode.GenerationCounter, "kWh", installedAt: D(2026, 1, 1));
await box.ReadingsAsync(meter, (Midnight(2026, 1, 1), 10), (Midnight(2026, 2, 1), 110));
var service = Service();
var detail = await service.GetAsync(meter);
Assert.NotNull(detail);
Assert.True(detail!.HasReadings);
Assert.False(detail.HasEvents);
Assert.Equal((10d, 110d), (detail.FirstReading!.Value, detail.LastReading!.Value));
Assert.Equal(QuantityKind.Generation, detail.Kind);
Assert.Equal("kWh", detail.NormalizedUnit);
Assert.Equal(D(2026, 1, 1), detail.InstalledAt);
Assert.Null(await service.GetAsync(int.MaxValue));
}
[Fact]
public async Task Markers_hold_the_events_and_tariff_changes_inside_the_range_only()
{
await using var box = new CostSandbox(fx);
var type = await box.TypeAsync();
var meter = await box.MeterAsync(type, MeterMode.CumulativeCounter, "kWh");
var other = await box.TypeAsync();
await box.TypePriceAsync(type, 0.30, D(2025, 1, 1));
await box.TypePriceAsync(type, 0.32, D(2025, 7, 1));
await box.MeterPriceAsync(meter, 0.25, D(2025, 3, 1));
await box.TypePriceAsync(other, 0.99, D(2025, 3, 1));
await using (var db = fx.CreateContext())
{
db.MeterEvents.Add(new MeterEvent { MeterId = meter, Time = Midnight(2025, 2, 10), EventType = MeterEventType.Note, Notes = "before" });
db.MeterEvents.Add(new MeterEvent { MeterId = meter, Time = Midnight(2025, 5, 10), EventType = MeterEventType.Note, Notes = "inside" });
await db.SaveChangesAsync();
}
var service = Service();
var markers = await service.GetMarkersAsync(
meter, new RecordRange(Midnight(2025, 3, 1), Midnight(2025, 7, 1)), D(2025, 3, 1), D(2025, 6, 30));
Assert.Equal("inside", Assert.Single(markers.Events).Notes);
Assert.False(markers.MoreEvents);
var change = Assert.Single(markers.TariffChanges);
Assert.Equal((TariffScope.Meter, 0.25), (change.Scope, change.Value));
// The tariff list: the meter's own and its type's (and any global), never another type's.
var tariffs = await service.GetTariffsAsync(meter);
Assert.Contains(tariffs, t => t.Scope == TariffScope.Meter && t.ScopeId == meter);
Assert.Equal(2, tariffs.Count(t => t.Scope == TariffScope.EnergyType && t.ScopeId == type));
Assert.DoesNotContain(tariffs, t => t.Scope == TariffScope.EnergyType && t.ScopeId == other);
}
[Fact]
public async Task A_virtual_meters_calculation_names_its_sources_and_its_problems()
{
await using var box = new CostSandbox(fx);
var type = await box.TypeAsync();
var a = await box.MeterAsync(type, MeterMode.GenerationCounter, "kWh", name: "PV Ost");
var b = await box.MeterAsync(type, MeterMode.GenerationCounter, "kWh", name: "PV West");
var sum = await box.VirtualAsync(type, $"m{a} + m{b}", QuantityKind.Generation, "kWh", VirtualCostRule.None);
var broken = await box.VirtualAsync(type, $"m{a} + m{int.MaxValue}", QuantityKind.Generation, "kWh", VirtualCostRule.None);
var service = Service();
var calculation = await service.GetCalculationAsync(sum);
Assert.NotNull(calculation);
Assert.Equal(VirtualMeterStatus.Valid, calculation!.Status);
Assert.Equal($"m{a} + m{b}", calculation.Expression);
Assert.Equal((QuantityKind.Generation, "kWh"), (calculation.Kind, calculation.Unit));
Assert.Equal(["PV Ost", "PV West"], calculation.Sources.Select(s => s.Name));
Assert.All(calculation.Sources, s => Assert.True(s.Exists));
Assert.Equal("PV West", calculation.NameOf(b));
Assert.Empty(calculation.Problems);
var invalid = await service.GetCalculationAsync(broken);
Assert.Equal(VirtualMeterStatus.Invalid, invalid!.Status);
var problem = Assert.Single(invalid.Problems);
Assert.Equal(VirtualProblemKind.UnknownMeter, problem.Kind);
Assert.Equal([int.MaxValue], problem.MeterIds);
Assert.Contains(invalid.Sources, s => s.MeterId == int.MaxValue && !s.Exists);
// A physical meter has no calculation.
Assert.Null(await service.GetCalculationAsync(a));
}
private MeterDetailService Service() =>
new(fx, Microsoft.Extensions.Options.Options.Create(new MeterVaultOptions { TimeZone = BerlinId }));
private static Consumption Row(int meter, int hour, ConsumptionKind kind) => new()
{
MeterId = meter,
Time = Start.AddHours(hour),
Amount = 1,
Kind = kind,
Quality = ReadingQuality.Measured,
};
private async Task InsertReadingsAsync(int meter, int count, int fromHour = 0)
{
await using var db = fx.CreateContext();
for (var i = 0; i < count; i++)
{
db.Readings.Add(new Reading { MeterId = meter, Time = Start.AddHours(fromHour + i), Value = fromHour + i, Quality = ReadingQuality.Measured });
}
await db.SaveChangesAsync();
}
}