FUE-T08: defer daily fixed-fee/heffingskorting settlement to local 01:05 in summarize()

This commit is contained in:
2026-06-26 11:44:34 +02:00
parent d4acfc438a
commit d3fc90b320
2 changed files with 333 additions and 19 deletions
+317 -16
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@@ -1199,10 +1199,16 @@ def _ams_midnight(year: int, month: int, day: int) -> datetime:
class TestSummarizePrincipleC:
"""Principle C whole-day counting with pinned Europe/Amsterdam timezone."""
"""Principle C whole-day counting with pinned Europe/Amsterdam timezone.
Tests that assert a specific "today" (e.g. June 25) must also pin
``local_now`` via *pinned_now* to remain deterministic as wall-clock
time advances. Tests that only care about windows entirely in the past
or entirely in the future do not need to pin ``local_now``.
"""
# Effective_from: June 1 CEST local midnight = May 31 22:00 UTC.
# Today local = June 25 CEST (since today is 2026-06-25).
# Reference "today" pinned in individual tests = June 25 CEST.
def _make_single_version_contract(self, session: Session, *, effective_from_utc: datetime) -> None:
"""Create an active manual contract with a single version."""
@@ -1210,10 +1216,27 @@ class TestSummarizePrincipleC:
_make_version(session, contract, _MANUAL_VALUES, effective_from=effective_from_utc)
session.commit()
def _run_summarize_ams(self, session: Session, start_utc: datetime, end_utc: datetime) -> dict:
"""Run summarize with Europe/Amsterdam local_tz monkeypatched."""
def _run_summarize_ams(
self,
session: Session,
start_utc: datetime,
end_utc: datetime,
*,
pinned_now: datetime | None = None,
) -> dict:
"""Run summarize with Europe/Amsterdam local_tz monkeypatched.
If *pinned_now* is given, also patches ``app.services.energy_cost.local_now``
to that fixed value, making settlement-offset logic deterministic
regardless of wall-clock time.
"""
from unittest.mock import patch
import app.services.energy_cost as _ec
with patch.object(tz_module, "local_tz", return_value=_ams()):
if pinned_now is not None:
with patch.object(_ec, "local_now", return_value=pinned_now):
return summarize(session, start_utc, end_utc)
return summarize(session, start_utc, end_utc)
def test_today_window_counts_1_day(self, energy_db: Session) -> None:
@@ -1259,7 +1282,10 @@ class TestSummarizePrincipleC:
def test_this_month_window_counts_25_days(self, energy_db: Session) -> None:
"""This Month (June 1 → July 1 local) counts 25 elapsed days (June 1..25).
Today = June 25 local, so June 2630 are not yet elapsed.
Pins ``local_now`` to June 25 noon AMS so the test is deterministic
regardless of the actual wall-clock date. June 25 is well past the
01:05 settlement offset, so ``settled_cap = June 25``.
Today = June 25 local, so June 2630 are not yet elapsed → 25 days.
Matches table row: 6/1→7/1 (This Month) → 25 days.
"""
eff_utc = _ams_midnight(2026, 6, 1)
@@ -1267,7 +1293,9 @@ class TestSummarizePrincipleC:
start = _ams_midnight(2026, 6, 1)
end = _ams_midnight(2026, 7, 1)
result = self._run_summarize_ams(energy_db, start, end)
# Pin local_now to June 25 2026 noon AMS (well past 01:05 settlement).
pinned_now = datetime(2026, 6, 25, 12, 0, 0, tzinfo=_ams())
result = self._run_summarize_ams(energy_db, start, end, pinned_now=pinned_now)
daily_fixed = (9.87 + 9.87) / 30
daily_credit = 600.0 / 365
@@ -1304,8 +1332,9 @@ class TestSummarizePrincipleC:
def test_partial_future_window_caps_at_today(self, energy_db: Session) -> None:
"""A window partially in the future caps at today (only elapsed days counted).
Pins ``local_now`` to June 25 noon AMS so the test is deterministic.
Window: June 25 → June 28 local (4 dates, but June 26/27 are future).
Today = June 25 → only 1 day elapsed (June 25).
Today = June 25 → settled_cap = June 25 → only 1 day elapsed (June 25).
Matches table row: 6/25→6/28 → 1 day.
"""
eff_utc = _ams_midnight(2026, 6, 1)
@@ -1313,7 +1342,9 @@ class TestSummarizePrincipleC:
start = _ams_midnight(2026, 6, 25)
end = _ams_midnight(2026, 6, 28)
result = self._run_summarize_ams(energy_db, start, end)
# Pin local_now to June 25 2026 noon AMS (well past 01:05 settlement).
pinned_now = datetime(2026, 6, 25, 12, 0, 0, tzinfo=_ams())
result = self._run_summarize_ams(energy_db, start, end, pinned_now=pinned_now)
daily_fixed = (9.87 + 9.87) / 30
daily_credit = 600.0 / 365
@@ -1366,8 +1397,12 @@ class TestSummarizePrincipleC:
start = _ams_midnight(2026, 6, 1)
end = _ams_midnight(2026, 7, 1)
from unittest.mock import patch
import app.services.energy_cost as _ec
# Pin local_now to June 25 2026 noon AMS: today=June 25, settled_cap=June 25.
pinned_now = datetime(2026, 6, 25, 12, 0, 0, tzinfo=_ams())
with patch.object(tz_module, "local_tz", return_value=_ams()):
result = summarize(energy_db, start, end)
with patch.object(_ec, "local_now", return_value=pinned_now):
result = summarize(energy_db, start, end)
# V1: 24 days × (6+6)/30; V2: 1 day × (12+12)/30
expected_fixed = 24 * 12 / 30 + 1 * 24 / 30
@@ -1408,12 +1443,16 @@ class TestSummarizePrincipleC:
_make_version(energy_db, contract, _VALUES_V2, effective_from=v2_from)
energy_db.commit()
# Window = June 25 only (today, 1 day elapsed at V2 rate)
# Window = June 25 only (today, 1 day elapsed at V2 rate).
# Pin local_now to June 25 noon AMS: today=June 25, settled_cap=June 25.
start = _ams_midnight(2026, 6, 25)
end = _ams_midnight(2026, 7, 1)
from unittest.mock import patch
import app.services.energy_cost as _ec
pinned_now = datetime(2026, 6, 25, 12, 0, 0, tzinfo=_ams())
with patch.object(tz_module, "local_tz", return_value=_ams()):
result = summarize(energy_db, start, end)
with patch.object(_ec, "local_now", return_value=pinned_now):
result = summarize(energy_db, start, end)
# Only 1 day at V2 rate
expected_fixed = 1 * 24 / 30
@@ -1434,13 +1473,11 @@ class TestSummarizePrincipleC:
within the day start_utc falls. June 24 is the anchor day → its charge is counted.
Window: [June 24 07:18 UTC (= 09:18 CEST), June 26 22:00 UTC (= June 27 00:00 CEST)).
Today local = June 25 (2026-06-25).
Pins local_now to June 25 noon AMS → today=June 25, settled_cap=June 25.
first_counted = June 24 (anchor day, previously dropped).
last_counted = min(June 26, June 25) = June 25.
n_days = June 25 - June 24 + 1 = 2.
"""
from unittest.mock import patch
eff_utc = _ams_midnight(2026, 6, 1)
self._make_single_version_contract(energy_db, effective_from_utc=eff_utc)
@@ -1449,8 +1486,9 @@ class TestSummarizePrincipleC:
# end = June 26 22:00 UTC = June 27 00:00 CEST (past today June 25, capped)
end_utc = datetime(2026, 6, 26, 22, 0, 0, tzinfo=_UTC)
with patch.object(tz_module, "local_tz", return_value=_ams()):
result = self._run_summarize_ams(energy_db, anchor_utc, end_utc)
# Pin local_now to June 25 noon AMS: today=June 25, settled_cap=June 25.
pinned_now = datetime(2026, 6, 25, 12, 0, 0, tzinfo=_ams())
result = self._run_summarize_ams(energy_db, anchor_utc, end_utc, pinned_now=pinned_now)
daily_fixed = (9.87 + 9.87) / 30
daily_credit = 600.0 / 365
@@ -2409,3 +2447,266 @@ class TestMeterAwareComputePeriod:
assert row.degraded is False, "All-zero deltas must not trigger the D6 guard"
assert row.import_cost == 0.0
assert row.net_cost == 0.0
# ---------------------------------------------------------------------------
# FUE-T08. summarize — settlement offset (local 01:05)
# ---------------------------------------------------------------------------
class TestSummarizeSettlementOffset:
"""FUE-T08: daily fixed-fee/heffingskorting settled after local 01:05.
Reference date: June 26, 2026 AMS (CEST = UTC+2).
- AMS midnight June 26 = June 25 22:00 UTC
- Settlement threshold = June 25 22:00 + 01:05 = June 25 23:05 UTC
= June 26 01:05 AMS
- "before offset" now = June 26 00:30 AMS = June 25 22:30 UTC
- "after offset" now = June 26 01:10 AMS = June 25 23:10 UTC
All tests monkeypatch both local_tz (Europe/Amsterdam) and
``app.services.energy_cost.local_now`` to be fully deterministic.
"""
# UTC instants used as "now":
# June 25 22:30 UTC = June 26 00:30 AMS (before settlement threshold 23:05 UTC)
_NOW_BEFORE = datetime(2026, 6, 25, 22, 30, 0, tzinfo=UTC)
# June 25 23:10 UTC = June 26 01:10 AMS (after settlement threshold 23:05 UTC)
_NOW_AFTER = datetime(2026, 6, 25, 23, 10, 0, tzinfo=UTC)
def _setup_single_version_contract(self, session: Session) -> None:
"""Insert a manual contract effective Jan 1 2026 (covers all test dates)."""
c = _make_contract(session, kind="manual", active=True)
_make_version(session, c, _MANUAL_VALUES, effective_from=_ams_midnight(2026, 1, 1))
session.commit()
def _run(
self,
session: Session,
start_utc: datetime,
end_utc: datetime,
*,
now_utc: datetime,
) -> dict:
"""Run summarize with AMS timezone and pinned local_now.
*now_utc* is converted to AMS before being used as the ``local_now``
return value, so ``.date()`` yields the correct AMS local date.
"""
from unittest.mock import patch
import app.services.energy_cost as _ec
now_ams = now_utc.astimezone(_ams())
with patch.object(tz_module, "local_tz", return_value=_ams()):
with patch.object(_ec, "local_now", return_value=now_ams):
return summarize(session, start_utc, end_utc)
# --- AC1: before 01:05 → today not settled → fixed_costs/credits == 0 ---
def test_today_window_before_offset_yields_zero(self, energy_db: Session) -> None:
"""AC1: At local 00:30 (before 01:05), today's window → credits == 0 and fixed_costs == 0.
Window: [June 26 AMS midnight, June 27 AMS midnight).
now = June 26 00:30 AMS (before 01:05) → settled_cap = June 25.
first_counted = June 26 > last_counted = June 25 → 0 days.
"""
self._setup_single_version_contract(energy_db)
start = _ams_midnight(2026, 6, 26) # June 25 22:00 UTC
end = _ams_midnight(2026, 6, 27) # June 26 22:00 UTC
result = self._run(energy_db, start, end, now_utc=self._NOW_BEFORE)
assert result["fixed_costs"] == 0.0, (
"AC1: before settlement offset, today's fixed_costs must be 0; "
f"got {result['fixed_costs']}"
)
assert result["credits"] == 0.0, (
"AC1: before settlement offset, today's credits must be 0; "
f"got {result['credits']}"
)
# --- AC2: >= 01:05 → today settled → 1 day fixed/credits ---
def test_today_window_after_offset_yields_one_day(self, energy_db: Session) -> None:
"""AC2: At local 01:10 (>= 01:05), today's window → 1 day of fixed/credits.
Window: [June 26 AMS midnight, June 27 AMS midnight).
now = June 26 01:10 AMS (after 01:05) → settled_cap = June 26.
first_counted = June 26 = last_counted → 1 day.
"""
self._setup_single_version_contract(energy_db)
start = _ams_midnight(2026, 6, 26)
end = _ams_midnight(2026, 6, 27)
result = self._run(energy_db, start, end, now_utc=self._NOW_AFTER)
daily_fixed = (9.87 + 9.87) / 30
daily_credit = 600.0 / 365
assert abs(result["fixed_costs"] - daily_fixed) < 1e-9, (
"AC2: after settlement offset, today's fixed_costs must equal 1 day; "
f"expected {daily_fixed:.6f}, got {result['fixed_costs']}"
)
assert abs(result["credits"] - daily_credit) < 1e-9, (
"AC2: after settlement offset, today's credits must equal 1 day; "
f"expected {daily_credit:.6f}, got {result['credits']}"
)
# --- AC3a: cumulative window, before offset → today (June 26) not counted ---
def test_cumulative_before_offset_excludes_today(self, energy_db: Session) -> None:
"""AC3: Cumulative window at 00:30 (before offset) excludes today from count.
Window: [June 24 AMS midnight, June 26 00:30 AMS).
first_counted = June 24.
last_counted (from window) = June 26 (lmu(June 26) = June 25 22:00 < 22:30).
settled_cap = June 25 (before offset) → min(June 26, June 25) = June 25.
Counted: June 24 + June 25 = 2 days (today June 26 excluded).
"""
self._setup_single_version_contract(energy_db)
start = _ams_midnight(2026, 6, 24) # June 23 22:00 UTC
end = self._NOW_BEFORE # June 25 22:30 UTC = June 26 00:30 AMS
result = self._run(energy_db, start, end, now_utc=self._NOW_BEFORE)
daily_fixed = (9.87 + 9.87) / 30
daily_credit = 600.0 / 365
assert abs(result["fixed_costs"] - daily_fixed * 2) < 1e-9, (
"AC3 before offset: today (June 26) must not be counted; expected 2 days; "
f"got {result['fixed_costs']}"
)
assert abs(result["credits"] - daily_credit * 2) < 1e-9, (
"AC3 before offset: credits must be 2 days; "
f"got {result['credits']}"
)
# --- AC3b: cumulative window, after offset → today (June 26) counted ---
def test_cumulative_after_offset_includes_today(self, energy_db: Session) -> None:
"""AC3: Cumulative window at 01:10 (after offset) includes today.
Window: [June 24 AMS midnight, June 26 01:10 AMS).
first_counted = June 24.
last_counted (from window) = June 26 (lmu(June 26) < 23:10 UTC).
settled_cap = June 26 (after offset) → last_counted = June 26.
Counted: June 24 + June 25 + June 26 = 3 days.
"""
self._setup_single_version_contract(energy_db)
start = _ams_midnight(2026, 6, 24) # June 23 22:00 UTC
end = self._NOW_AFTER # June 25 23:10 UTC = June 26 01:10 AMS
result = self._run(energy_db, start, end, now_utc=self._NOW_AFTER)
daily_fixed = (9.87 + 9.87) / 30
daily_credit = 600.0 / 365
assert abs(result["fixed_costs"] - daily_fixed * 3) < 1e-9, (
"AC3 after offset: today (June 26) must be counted; expected 3 days; "
f"got {result['fixed_costs']}"
)
assert abs(result["credits"] - daily_credit * 3) < 1e-9, (
"AC3 after offset: credits must be 3 days; "
f"got {result['credits']}"
)
# --- AC4: past days always fully counted regardless of offset ---
def test_past_days_always_counted_regardless_of_offset(self, energy_db: Session) -> None:
"""AC4: Past days (all before today) are fully counted even before 01:05.
Window: [June 20 AMS midnight, June 26 AMS midnight) — all before today.
now = June 26 00:30 AMS (before offset) → settled_cap = June 25.
last_counted (from window) = June 25 (lmu(June 26) = end_utc, not <).
min(June 25, June 25) = June 25 → 6 days (June 20-25), all past.
"""
self._setup_single_version_contract(energy_db)
start = _ams_midnight(2026, 6, 20) # June 19 22:00 UTC
end = _ams_midnight(2026, 6, 26) # June 25 22:00 UTC
result = self._run(energy_db, start, end, now_utc=self._NOW_BEFORE)
daily_fixed = (9.87 + 9.87) / 30
daily_credit = 600.0 / 365
# June 20-25 = 6 days, all past — unaffected by settlement offset.
assert abs(result["fixed_costs"] - daily_fixed * 6) < 1e-9, (
"AC4: past days must be fully counted regardless of settlement offset; "
f"expected 6 days = {daily_fixed * 6:.6f}, got {result['fixed_costs']}"
)
assert abs(result["credits"] - daily_credit * 6) < 1e-9, (
"AC4: past credits must be 6 days; "
f"got {result['credits']}"
)
# --- AC5: cross-version segments still correct with settlement offset ---
def test_cross_version_with_settlement_offset(self, energy_db: Session) -> None:
"""AC5: Cross-version day split is correct when settlement offset is active.
V1 covers June 24; V2 covers June 25+.
Window: [June 24 AMS midnight, June 26 01:10 AMS).
After offset (01:10) → settled_cap = June 26 → 3 days: V1=1, V2=2.
V1: network_fee=6, management_fee=6 → daily_fixed = 12/30
heffingskorting=300 → daily_credit = 300/365
V2: network_fee=12, management_fee=12 → daily_fixed = 24/30
heffingskorting=600 → daily_credit = 600/365
Expected:
fixed_costs = 1×(12/30) + 2×(24/30) = 0.4 + 1.6 = 2.0
credits = 1×(300/365) + 2×(600/365) = 1500/365
"""
_VALUES_V1 = {
"energy": {"buy": {"normal": 0.10, "dal": 0.10},
"sell": {"normal": 0.05, "dal": 0.05},
"energy_tax": 0.0, "ode": 0.0},
"standing": {"network_fee": 6.0, "management_fee": 6.0},
"credits": {"heffingskorting": 300.0},
}
_VALUES_V2 = {
"energy": {"buy": {"normal": 0.20, "dal": 0.20},
"sell": {"normal": 0.08, "dal": 0.08},
"energy_tax": 0.0, "ode": 0.0},
"standing": {"network_fee": 12.0, "management_fee": 12.0},
"credits": {"heffingskorting": 600.0},
}
v1_from = _ams_midnight(2026, 6, 24) # June 23 22:00 UTC
v2_from = _ams_midnight(2026, 6, 25) # June 24 22:00 UTC
c = _make_contract(energy_db, kind="manual", active=True)
_make_version(energy_db, c, _VALUES_V1, effective_from=v1_from, effective_to=v2_from)
_make_version(energy_db, c, _VALUES_V2, effective_from=v2_from)
energy_db.commit()
start = _ams_midnight(2026, 6, 24) # June 23 22:00 UTC
end = self._NOW_AFTER # June 25 23:10 UTC = June 26 01:10 AMS
result = self._run(energy_db, start, end, now_utc=self._NOW_AFTER)
expected_fixed = 1 * 12 / 30 + 2 * 24 / 30 # V1: 1 day, V2: 2 days
expected_credits = 1 * 300 / 365 + 2 * 600 / 365
assert abs(result["fixed_costs"] - expected_fixed) < 1e-9, (
f"AC5: cross-version fixed_costs wrong; expected {expected_fixed}, "
f"got {result['fixed_costs']}"
)
assert abs(result["credits"] - expected_credits) < 1e-9, (
f"AC5: cross-version credits wrong; expected {expected_credits}, "
f"got {result['credits']}"
)
# --- AC6: return dict key-set unchanged ---
def test_return_dict_keys_unchanged(self, energy_db: Session) -> None:
"""AC6: summarize() return dict keys are unchanged by the settlement offset."""
self._setup_single_version_contract(energy_db)
start = _ams_midnight(2026, 6, 26)
end = _ams_midnight(2026, 6, 27)
result = self._run(energy_db, start, end, now_utc=self._NOW_AFTER)
expected_keys = {
"currency", "metered_import", "metered_export", "metered_net",
"fixed_costs", "credits", "total_payable", "period_count",
"degraded_count", "days",
}
assert set(result.keys()) == expected_keys, (
f"AC6: summarize() key set changed; expected {expected_keys}, "
f"got {set(result.keys())}"
)