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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