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9 Commits
Author SHA1 Message Date
Florian Schmidt 8940ef25c3 Analysis: one selected period, one set of numbers, on every page
ci / build-test (push) Successful in 2m31s
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.
2026-09-20 10:29:13 +02:00
Florian Schmidt aacdc28d70 Meters: record events from the UI, and book consumption in the months it accrued in
Two threads that ended up in the same files. One is navigation: a meter
swap that happened today had no click path at all, and most per-meter
tasks were reachable only by knowing which admin page owned them. The
other is attribution: readings on 1 August and 16 September showed six
weeks of water under September and nothing under August.

Meter events from the UI

Swap, counter reset, tank level, delivery and note are recorded through
MeterEventService rather than ad-hoc inserts, so the dialog's verdict and
the saved result come from the same Validate call, and every record or
delete recomputes the meter inside one transaction. MeterEventRules
decides which events a mode offers -- a tank has no register to swap, and
Correction is offered nowhere because nothing reads it.

A swap is stored as the event at T plus a manual reading of the new
register's start value at exactly T. That pairing is the whole trick: the
boundary window is (previousReading, reading], so the old register's tail
books at T and every later reading counts from the new start. Writing the
old final value as the reading at T instead -- the obvious thing -- double
counts the tail and then rejects every reading the new register produces.
Deleting a swap removes that start reading only while it is still the
untouched start value, and only Manual readings can be deleted at all.

Navigation

The meter page is now the hub: primary entry by mode, a "Record event"
menu, and Edit through a shared MeterEditor that also owns tank setup.
Other pages link into it with MeterLinks (/meters/{id}?tab=...&action=...),
whose action is consumed once after the interactive render and dropped
from the address -- the reverse order flashes the dialog and closes it,
because a circuit's first location change dismisses every open dialog.
The app bar gains a "Find a meter" dialog with the same quick entry.

A source that has no usable connector now links to creating (or enabling)
one and comes back to the same source dialog with the connector picked
and everything typed still there; the draft survives in a circuit-scoped
DraftStore, and the way back is a meter id rather than a URL, so the page
cannot be made to redirect anywhere else. The connector list shows which
meters use each connector, import batches list the meters and categories
they wrote to, the meter editor owns the meter's own cost categories, and
the dashboard's empty cost panel names the first missing step instead of
listing every admin page.

Months

A reading is an instant, and what it measures accrued over the time since
the previous one. Booking the whole delta at the closing reading misfiles
it whenever the interval crosses a month boundary, so a plain increase is
now divided at local month boundaries in proportion to elapsed time, each
share stamped inside its month and marked estimated: the meter recorded a
total, not a shape. The parts always sum to the original.

Imported monthly tables are the exception that keeps the golden fixtures
reconciling. "Mai 2026" carries the register at the end of May but is
stamped on the 1st, so the importer -- the only place that still knows
whether the date cell named a month or a day -- flags it MonthLabel, and
the engine reads it as the end of its month. Inferring that from the
stamp instead would catch day-dated rows: a sheet with "01.08.2026" in it
is not a monthly table, and reading it as one moves two thirds of July
into August.

ReadingTimeline is the single ordering built on that: effective time,
then stamp. The register normalizers walk it, and so do the decrease
guard and the event dialog, which is what stops them disagreeing about
which reading is "previous" -- a sheet imported after live readings of the
same month used to count that month twice, and a mid-month reading below
the month's end value was rejected as a drop. A swap detected in a
monthly table applies from the start of that local month, i.e. to the
first reading in it, and a recorded start value never counts above the
reading it lands on.

Every reader buckets in the configured timezone rather than a hardcoded
one, and turns a requested date into that zone's local midnight, so the
divided shares are read back under the months they were stamped in. The
zone id is normalised to its IANA form, because .NET accepts a Windows id
that PostgreSQL will not bucket by, and both are checked at startup.

Stored consumption is derived, so a rule change reaches a meter only at
its next reading -- weeks, for a meter read monthly. NormalizationUpgrade
records the revision and zone the stored series was built with and
rebuilds everything once at startup when either differs, each meter in
its own transaction. A meter that fails is logged, kept in
normalization_pending and retried at the next start: one bad series must
never keep the application down.

What an operator sees once

Existing charts change on the first start after the update: months that
carried a neighbour's use give it back. Rows of earlier imports from
monthly tables are marked as such before anything is recomputed, and if
that marking fails nothing is rebuilt or recorded, so the upgrade simply
runs again next time rather than shifting every imported month by one. A
wizard import whose date format was left on auto-detect is treated as a
monthly table when all of its rows sit on the 1st across at least two
months -- exactly how those rows were attributed before -- and each such
batch is named in the log, because a day-dated sheet always read on the
1st looks identical; revert and re-import it with the day format if that
is what it was.

Tests: 120 unit and 230 integration, including the reference fixtures,
which still reconcile month for month.
2026-09-17 21:09:17 +02:00
Florian Schmidt bfa0b537ee i18n: ship the UI in English and German
ci / build-test (push) Failing after 35s
The last open item on the M7 list. Number and currency formatting was
already locale-aware, but every string in the UI was an English literal,
so a German instance read half in each language -- German data, English
chrome. This translates all of it and adds the machinery to keep it
translated.

Strings live in Localization/Strings.resx (English, neutral) and
Strings.de.resx. The neutral file generates a strongly-typed accessor at
build time, aliased as S in _Imports.razor, so components reference
compiled properties -- @S.Common_Save, not a string key. That choice is
the point: across 4,500 lines of markup, a key lookup that silently
falls back to its own name is a defect you find in production, while a
renamed property is a build error. Generation runs in MSBuild rather
than the IDE designer, so dotnet build alone reproduces it anywhere.

Resource fallback is the hazard here. Ask for a key the German satellite
lacks and ResourceManager quietly serves the English one -- correct at
runtime, disastrous at release time, because a half-translated build
looks perfectly healthy. StringResourceTests reads each satellite with
tryParents: false, which is the only way to see what one actually
contains, and fails on a missing or blank translation, a placeholder
that changed arity, an orphan, or a key nothing references.

Three things needed more than substitution:

- Domain enums reached the screen as bare identifiers. They stay bare in
  the model -- they are persisted as text and appear in the REST API, so
  their names are part of the data contract -- and DisplayNames is now
  the single place that decides how each value is spoken. Every arm ends
  in a fallback returning the identifier, so a value added later cannot
  throw mid-render; EnumDisplayNameTests is what stops that safety net
  quietly becoming the shipping behaviour.

- Infrastructure was writing display text: FlowService's "Other (X)",
  MeterPeriodView's "Generation"/"Consumption", the HA connection-test
  verdicts, the updater's snackbar, the CSV importer's row warnings.
  Each now returns an outcome value and the UI supplies the words, which
  is where the reader's language is known. Diagnostics that are not ours
  -- an HTTP status, systemd's stderr, an exception message -- are passed
  through untranslated, and every English summary is kept alongside the
  outcome so log lines never move with the UI language. The UpdateRunner
  change is additive only; no gate was touched.

- Importer warnings carry their arguments rather than a finished
  sentence, so the numbers inside them pick up the reader's grouping. A
  register that reads 2.940,19 everywhere else must not read 2940.19
  only inside a warning.

Switching language is a redirect through /culture/set followed by a full
reload, not an interactive state change: a Blazor Server circuit is fixed
to the culture of the request that opened it. That makes the endpoint a
redirector taking its target from the query string, so anything but a
local path is refused rather than followed. Preference order is the
cookie, then Accept-Language, then MeterVault__Locale -- an instance can
be pinned to one language and a reader can still switch.

Locale keeps its documented default of "en". Format now follows
CurrentCulture instead of a hardcoded de-DE, so an instance with nothing
configured and a browser asking for English will show English number
formatting where it previously showed German; set MeterVault__Locale=de
to pin the old behaviour. The importer's de-DE parsing is untouched and
stays that way -- that dialect is a property of the spreadsheets, not of
whoever is looking at the dashboard.

Anything that comes from the database -- meter names, energy-type display
names, category names -- is user data and is never translated.

Claude-Session: https://claude.ai/code/session_0112ezeWqaZ85kTj5bYu9JHx
2026-08-13 16:36:25 +02:00
schmidt.florian af786c7b28 Meters: add manual reading entry from the meter-detail Readings tab
ci / build-test (push) Successful in 1m37s
Entering a reading by hand previously meant POST /api/v1/readings with an
API key, or a one-row CSV through the import wizard. SourceType.Manual
existed in the enum but nothing was behind it. This adds the click path,
built for the case it is actually used in: walking to each manual meter
with a phone in hand.

"Add reading" on the Readings tab opens a dialog prefilled with the
meter's last register value and the current local time, both editable:

- An on-screen keypad, because a register is read standing at the meter.
  It behaves like a calculator against the prefill - the first digit
  replaces it (a fresh register), while backspace edits it in place,
  which is the common case since only a register's last digits move.
- Typed input accepts both separators (last one wins), so a German and
  an English phone keyboard both do the right thing. ReadingEntry owns
  that rule and is unit-tested; it deliberately differs from
  GermanNumber, where a lone dot really is a thousands separator.
- A live parsed-value echo plus delta-since-last, which is the net that
  catches a mistyped digit before it is committed.
- Decrease / replaces-existing / future / backdated surfaced before
  saving, and DST spring-forward gaps refused rather than shifted.

The verdict line sits in a fixed-height, no-wrap slot above the keypad.
That is load-bearing, not cosmetic: an alert that appears there when the
value dips below the last reading moves the keys out from under the
user's thumb mid-entry, which is a guaranteed mistype on a phone. The
long-form explanation goes below the keypad, where reflow is harmless.

Saving goes through IngestionService.IngestByMeterAsync, so the
monotonic-decrease guard and inline renormalization apply exactly as for
any other ingest. A new optional quality parameter stamps the row
ReadingQuality.Manual; null preserves today's behaviour, so a source
re-reporting the same timestamp updates the value without silently
relabelling a hand-entered or imported reading.

Also: the meter-detail tabs now render times in the instance timezone
per SDD section 10, instead of raw UTC. Without it a reading entered at
18:00 reads back as 16:00. Side effect is that historic imported monthly
rows show 01:00/02:00 rather than 00:00 - correct, if noisier.

Claude-Session: https://claude.ai/code/session_01D4x3JbNKCSV4cBR9s7bJmX
2026-08-01 10:25:05 +02:00
schmidt.florian 7e34aeccc8 Meter chain topology + per-energy-type flow (Sankey) pages
ci / build-test (push) Successful in 1m24s
Adds a meter hierarchy and a flow view: a downstream meter is a *subsection*
of an upstream one (not an addition), so you can see where a main meter's flow
divides — e.g. official water → garden, pool, other; grid/battery → all → car.

- MeterLink (schema + migration AddMeterLinks): a directed from→to flow edge.
  Multi-parent allowed (a merge, e.g. grid + solar → house); multi-child is a
  split. Cascade-deletes with either endpoint; unique + distinct-endpoint checks.
- FlowService: per energy type + period, builds a Sankey graph — nodes = meters
  sized by consumption; link value = downstream meter's consumption, split
  proportionally across multiple upstreams; unaccounted remainder under a meter
  becomes a synthetic "Other" node; depth via topological longest-path.
- SankeyChart.razor: hand-rolled inline-SVG Sankey (ApexCharts has no Sankey
  type) — columns by depth, nodes stacked by value, bezier ribbons sized by flow,
  left→right, theme-aware, HTML-encoded labels, tooltips. Built as a MarkupString
  to sidestep Razor's <text> element clash.
- /energy/{id} page (one per energy type): KPIs (consumption + cost), the flow
  Sankey, and the meter list. NavMenu now lists a link per energy type
  (Electricity, Water, Gas, …) loaded from the DB.
- Meters admin: cycle-safe "Sub-meter of (upstream meters)" multi-select
  (descendants excluded to prevent cycles); reconciles meter_link rows on save.
- Reference data seeds a demo chain (Haus → Auto) so electricity flow shows
  Haus dividing into Auto + Other.

Tests: FlowServiceTests (single-parent remainder; two-parent proportional
split); render test now asserts the flow chain + covers /energy/{id}. 69 Core +
47 Integration = 116 green. Live-verified: Haus 95,450 kWh → Auto 51,909 +
Other 43,541 (flow conserved), all 5 energy-type pages render.

Claude-Session: https://claude.ai/code/session_01Lz2RqAsnQhetqWNoCDfexK
2026-07-14 14:02:16 +02:00
schmidt.florian 09cd435c2b Admin write-CRUD, Home Assistant connector config, wiring audit
ci / build-test (push) Successful in 1m19s
Three requested phases.

1) Admin section (SDD §8.7) — MudBlazor inline-dialog CRUD, consistent pattern,
   delete guards, snackbar feedback, shared Confirm helper:
   - Energy types: create/edit/delete (blocks delete when meters reference it).
   - Meters: create/edit/delete; recomputes consumption when mode/baseline
     changes (NormalizationService over a fresh factory context, in a tx);
     delete cascades data (consumption+readings are Restrict → removed first).
   - A meter's ingest sources: manage on the meter-detail Sources tab
     (add/edit/delete MQTT/Tasmota/HA sources with typed config).
   - Tariffs: full CRUD (scope/component/value/validity).
   - Cost categories: CRUD + member management (meter or energy-type members).
   - Connectors: ingestion_endpoint CRUD (MQTT broker + Home Assistant);
     secrets referenced by env-var name only, never stored.
   - Settings: read-only effective-config view (settings are env-driven and
     reproducible, so an editable form would change nothing — kept honest).
   PV role is now editable on meters (MeterMeta.SetRole can clear a role).

2) Read Home Assistant — extracted a shared public HaEndpointConfig (was a
   private record in the worker), added HaConnectionTester (powers the connector
   "Test connection": checks base URL + env-resolved token, optionally reads one
   entity). Configuring an HA connector + an HA source on a meter drives the
   existing REST-poll worker end to end. (WebSocket push stays a future
   optimization; REST poll already reads HA.)

3) Wiring/placeholder audit — swept every OnClick/Href: all handlers are real,
   all internal links resolve to real routes, no TODO/stub/placeholder code.
   Fixed one genuine gap: MainLayout had no drawer toggle, so the nav was
   unreachable on narrow screens — added a hamburger button.

Tests: +6 (MeterMeta.SetRole role-removal; HaConnectionTester fail-closed
guard branches with a throwing HttpClientFactory proving no network on bad
config); render test now covers all admin routes. 69 Core + 45 Integration =
114 green. Live-verified in Docker: all admin pages 200, drawer toggle present,
Settings shows real effective config.

Claude-Session: https://claude.ai/code/session_01Lz2RqAsnQhetqWNoCDfexK
2026-07-14 11:22:17 +02:00
schmidt.florian 1282acf82c SDD §8 panels (PV/oil/meter-detail) + fix reference-data-in-Docker
Complete the SDD §8 dashboard views that were deferred at the M5 boundary,
and fix a shipping bug that left the Docker demo empty.

Bug: "Load reference data" created meters/tank/tariffs but imported zero
readings in Docker. Root cause: sampledata/ was excluded by .dockerignore and
never copied into the build stage, so the App csproj's linked Content glob
resolved to nothing at publish time; ReferenceDataImporter then silently
skipped the missing CSVs after already writing its marker meter, leaving the
DB permanently "loaded" but empty.
  - .dockerignore: stop excluding sampledata/
  - Dockerfile: COPY sampledata/ into the build stage
  - ReferenceDataImporter: fail-fast (validate CSVs exist before the marker
    meter) and throw instead of silently skipping a missing file
  - Program.cs + MeterVaultOptions: opt-in MeterVault__SeedReferenceData
    (compose METERVAULT_SEED=true) for a one-command populated demo

New SDD §8 panels (read models in Infrastructure/Dashboard, Blazor pages):
  - §8.4 Solar/PV (/solar): generation from GenerationCounter meters;
    self-consumption / autarky % / self-consumption % / savings derived from
    meters tagged total_load & grid_import via Meter.Meta role config
    (MeterRoles/MeterMeta) — nothing hardcoded by name.
  - §8.5 Oil/consumable (/consumables): tank level (cm→L calibrated), fill
    gauge, deliveries log, burner runtime, effective L/h (fixed/empirical),
    forecast-to-empty, tariff cost, monthly series.
  - §8.6 Meter detail (/meters/{id}): raw readings, normalized consumption,
    source status, tariff timeline, events, measured-vs-estimated markers.
  - Reusable SeriesChart component; nav links; Meters list rows link to detail.

Tests: MeterMetaTests (Core, +10); DashboardRenderTests extended to assert the
three panel services compute real figures and the new routes render (108 total,
all green). Live-verified in Docker: seed imports 302 readings / 347 consumption
rows; panels render (generation 16,481 kWh, oil 3,967 L) cross-checking the DB.

Claude-Session: https://claude.ai/code/session_01Lz2RqAsnQhetqWNoCDfexK
2026-07-14 09:52:11 +02:00
schmidt.florian a6edec2b12 Polish/audit: fix bugs found by 3 subsystem audits
ci / build-test (push) Successful in 2m45s
Correctness/data:
- Fix demo cost double-count: reference importer no longer imports the Kosten Strom/Wasser
  columns for categories that are metered (only Heizung), so Wasser rollup is 70€ not 140€.
- Spurious-decrease guard: only a reset/swap in the window (prevReading, thisReading] explains
  a decrease — an old historical reset no longer permanently disables the guard.
- Gate swap auto-detection on MappingProfile.DetectCumulativeSwaps (flag was ignored).
- Prorate basePrice by bucket length (day/month/year); guard virtual expressions against NaN/Inf.

Concurrency/infra:
- Blazor: register a DbContextFactory; CostService/DashboardService and the read pages now use
  short-lived per-operation contexts (no shared circuit DbContext); guard Trends re-entrancy.
- /events: wrap event insert + consumption recompute in one transaction (atomic); 404 (not 500)
  on unknown meter.
- MQTT worker: subscribe to newly-added topics on each tick; move client cleanup into finally.
- Migrations: CREATE MATERIALIZED VIEW IF NOT EXISTS + if_not_exists on CAgg/compression/
  hypertable calls (re-run-safe after a mid-migration crash).
- HA worker: prune stale poll-schedule entries; export: null dangling ImportBatchIds on restore.

API/security:
- API fail-closed by default: with no keys and AllowAnonymousApi off, /api/v1 returns 401
  (protects /export and /import). New MeterVault:AllowAnonymousApi opt-in.
- Cap /readings batch at 5000; report ignored (unknown-meter) count; enums as strings in JSON.

+4 regression tests (guard window, API closed, /events 404, no demo double-count). 98 tests
green; Docker deploy re-verified healthy with the API fail-closed.

Claude-Session: https://claude.ai/code/session_01WujdMtMJPbxDpDnMeK22rr
2026-07-13 12:56:51 +02:00
schmidt.florian d5419729e5 M5: Blazor dashboard (MudBlazor + ApexCharts)
- MudBlazor theme (dark default) + responsive drawer/appbar layout + nav.
- DashboardService read model: KPIs with period-over-period deltas, category breakdown,
  "what cost more/less" difference view, monthly trends.
- Pages: Overview (KPI cards + DeltaChip + donut + difference table), Trends (range-select
  bar chart), Meters (list + source status), Import (load reference dataset + CSV dry-run
  preview), Admin (energy types, tariffs). Charts isolated into components to avoid the
  ApexCharts/MudBlazor Color/Format name clashes.
- ReferenceDataImporter: one-click load of all four sheets as a starter dataset (meters,
  tank, tariff history, category memberships) — bundled sample CSVs copied to app output.
- End-to-end render test: import creates meters + consumption; overview/meters/trends/
  import/admin pages all return 200 with KPI cards rendered.

92 tests green (56 Core + 36 integration).

Deferred to polish: dedicated PV & oil/consumable panels, meter-detail page, full admin
CRUD, prev-year trend overlay.

Claude-Session: https://claude.ai/code/session_01WujdMtMJPbxDpDnMeK22rr
2026-07-13 12:11:12 +02:00