feat(eosdash): add a setup assistant for the basic configuration

New users have to find the settings EOS needs among all configuration values
on the Config page, without a hint which ones matter or what is still missing.

The new Setup page takes the user through the configuration step by step.
Each step explains a few settings, gives an example, reports what is still to
do and shows the configuration cards of exactly these settings. The cards are
the ones of the Config page; the code that creates a card and sends an update
moved out of Configuration() into config_card() and config_update().

The assistant keeps no state: the step travels with the requests and the
status is derived from the EOS configuration, which is read and written
through the EOS server only.

First steps: location, horizons and energy management, save the configuration.

Signed-off-by: SchaafAlexander <86607129+SchaafAlexander@users.noreply.github.com>
Co-Authored-By: Claude Fable 5.2 <noreply@anthropic.com>
Assisted-by: Claude Code (claude-fable-5-2)
This commit is contained in:
SchaafAlexander
2026-11-12 10:40:57 +01:00
committed by Bobby Noelte
co-authored by Claude Fable 5.2
parent 3bcc902104
commit 7f4014c408
6 changed files with 832 additions and 89 deletions
+204
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"""Tests for the EOSdash setup wizard."""
import json
from typing import Any
import pytest
from fasthtml.common import to_xml
from akkudoktoreos.optimization.optimization import OptimizationAlgorithm
from akkudoktoreos.server.dash import wizard
from akkudoktoreos.server.dash.configuration import create_config_details
from akkudoktoreos.server.dash.wizard import (
WIZARD_STEPS,
Wizard,
check_horizon,
check_location,
config_value,
step_config_names,
step_todo,
wizard_step,
)
@pytest.fixture
def config(config_eos) -> dict[str, Any]:
"""The default EOS configuration as the EOS server returns it."""
return json.loads(config_eos.model_dump_json())
@pytest.fixture
def config_details(config_eos, config) -> dict[str, dict]:
"""Configuration details of the default EOS configuration."""
return create_config_details(type(config_eos), config)
def set_value(config_details: dict[str, dict], name: str, value: Any) -> None:
"""Set the current value in configuration details."""
config_details[name]["value"] = json.dumps(value)
class TestWizardSteps:
"""The step definitions."""
def test_step_ids_are_unique(self):
ids = [step.id for step in WIZARD_STEPS]
assert len(ids) == len(set(ids))
def test_steps_have_title_and_intro(self):
for step in WIZARD_STEPS:
assert step.title
assert step.intro.strip()
@pytest.mark.parametrize("algorithm", [algorithm.value for algorithm in OptimizationAlgorithm])
def test_config_names_exist(self, config_details, algorithm):
"""A renamed configuration value must not silently drop out of the wizard."""
set_value(config_details, "optimization.algorithm", algorithm)
for step in WIZARD_STEPS:
assert len(step_config_names(step, config_details)) == len(step.config_names), (
f"Step '{step.id}' names unknown configuration values for {algorithm}."
)
def test_config_names_are_writable(self, config_details):
for step in WIZARD_STEPS:
for name in step_config_names(step, config_details):
assert config_details[name]["read-only"] == "rw", name
assert not config_details[name]["deprecated"], name
def test_wizard_step(self):
assert wizard_step("location").id == "location"
assert wizard_step(None) is WIZARD_STEPS[0]
assert wizard_step("unknown") is WIZARD_STEPS[0]
def test_config_value(self, config_details):
assert config_value(config_details, "prediction.hours") == 48
assert config_value(config_details, "no.such.value", "default") == "default"
class TestWizardChecks:
"""What the steps report as still to do."""
def test_location_default(self, config_details):
todo = check_location(config_details)
assert len(todo) == 1
assert "default" in todo[0]
def test_location_set(self, config_details):
set_value(config_details, "general.latitude", 48.137)
set_value(config_details, "general.longitude", 11.575)
set_value(config_details, "general.timezone", "Europe/Berlin")
assert check_location(config_details) == []
def test_location_missing(self, config_details):
set_value(config_details, "general.latitude", None)
todo = check_location(config_details)
assert len(todo) == 1
assert "not set" in todo[0]
def test_location_without_timezone(self, config_details):
set_value(config_details, "general.latitude", 48.137)
set_value(config_details, "general.timezone", None)
todo = check_location(config_details)
assert len(todo) == 1
assert "time zone" in todo[0]
def test_horizon_done(self, config_details):
set_value(config_details, "ems.mode", "OPTIMIZATION")
assert check_horizon(config_details) == []
def test_horizon_disabled(self, config_details):
set_value(config_details, "ems.mode", "DISABLED")
todo = check_horizon(config_details)
assert len(todo) == 1
assert "DISABLED" in todo[0]
@pytest.mark.parametrize("algorithm", [algorithm.value for algorithm in OptimizationAlgorithm])
@pytest.mark.parametrize("hours", [None, 12])
def test_horizon_prediction_too_short(self, config_details, algorithm, hours):
set_value(config_details, "ems.mode", "OPTIMIZATION")
set_value(config_details, "optimization.algorithm", algorithm)
set_value(config_details, f"optimization.{algorithm.lower()}.horizon_hours", 24)
set_value(config_details, "prediction.hours", hours)
todo = check_horizon(config_details)
assert len(todo) == 1
assert f"optimization.{algorithm.lower()}.horizon_hours (24)" in todo[0]
def test_step_without_check_has_nothing_to_do(self, config_details):
assert step_todo(wizard_step("start"), config_details) == []
class TestWizardPage:
"""The rendered wizard page."""
@pytest.fixture
def eos(self, monkeypatch, config) -> dict[str, list]:
"""Replace the access to the EOS server; records the calls."""
calls: dict[str, list] = {"update": [], "save": []}
def save_config(eos_host, eos_port):
calls["save"].append((eos_host, eos_port))
return "saved-by-test"
monkeypatch.setattr(wizard, "get_config", lambda eos_host, eos_port: config)
monkeypatch.setattr(
wizard, "config_update", lambda eos_host, eos_port, data: calls["update"].append(data)
)
monkeypatch.setattr(wizard, "save_config", save_config)
return calls
def test_first_step_is_default(self, eos):
html = to_xml(Wizard("localhost", 8503))
assert f"Step 1 of {len(WIZARD_STEPS)}: Start" in html
assert 'id="wizard-next"' in html
assert 'id="wizard-back"' not in html
def test_step_shows_only_its_config(self, eos):
html = to_xml(Wizard("localhost", 8503, {"wizard_step": "location"}))
assert "Location" in html
assert "general.latitude" in html
assert "general.longitude" in html
# Example, status and navigation
assert "Munich" in html
assert "still the default values" in html
assert 'id="wizard-back"' in html
assert 'id="wizard-next"' in html
# Configuration of other steps is not shown
assert "ems.interval" not in html
assert "server.port" not in html
def test_requests_carry_the_step(self, eos):
"""Updates sent by the configuration cards must come back to the wizard."""
page = Wizard("localhost", 8503, {"wizard_step": "horizon"})
assert page.attrs["id"] == "wizard"
assert json.loads(page.attrs["hx-vals"]) == {"wizard_step": "horizon"}
def test_horizon_step_follows_algorithm(self, eos, config):
config["optimization"]["algorithm"] = "GENETIC0"
html = to_xml(Wizard("localhost", 8503, {"wizard_step": "horizon"}))
assert "optimization.genetic0.horizon_hours" in html
assert "optimization.genetic.horizon_hours" not in html
def test_update(self, eos):
data = {
"wizard_step": "location",
"action": "update",
"key": "general.latitude",
"value": "48.137",
}
html = to_xml(Wizard("localhost", 8503, data))
assert eos["update"] == [data]
assert eos["save"] == []
assert f"Step 2 of {len(WIZARD_STEPS)}: Location" in html
def test_finish_step(self, eos):
html = to_xml(Wizard("localhost", 8503, {"wizard_step": "finish"}))
assert 'id="wizard-save"' in html
assert 'id="wizard-next"' not in html
# Summary of all steps with a check
assert "still the default values" in html
assert eos["save"] == []
def test_save(self, eos):
html = to_xml(Wizard("localhost", 8503, {"wizard_step": "finish", "action": "save_to_file"}))
assert eos["save"] == [("localhost", 8503)]
assert "saved-by-test" in html