fix: move data management to async (#1015)

FAstAPI is an async framework. Data may be imported and exported, load and save, set and get
asynchronously. Prevent interleaving data operations to corrupt the data. In the previous design
sync and async data access was intermixed leading to data corruption.

The basic data classes DataSequence and DataContainer and the derived classes like Provider and
Measurement now are async. Data access is protected by several async locks.

To support the async design of the data classes the database interface became async.

The energy management is also adapted to the new async design. Optimization is still off-loaded
to another thread, but the prepration for the optimization and the post optimization actions now
follow the async design.

Adapter operations are now also protected by async locks.

Tests were adapted to the async design and new tests were created.

Besides this major fix several other improvements and fixes are included in this PR.

* fix: key_to_dict/list/array only regard data records with key value set.

  Before the exclusion of no value data records was only done if the dropna flag was set.

* fix: test for visual result pdf generation

  Due to updates in the library the generated charts text was a little bit different.
  Adapt the test to create the comaprison pdf in the test data durectory and
  update the reference pdf.

* chore: Remove MutableMapping from DataSequence and DataContainer.

  Mutable Mapping does not fit to the now async design.

* chore: Add NoDB database backend

  This backend implements the full database backend interface but performs
  no actual persistence. It is intended for configurations where database
  persistence is disabled (`provider=None`).

* chore: Improve measurement data import testing with real world scenarios.

  Added two new endpoints to support testing.

* chore: Add mermaid to supported documentation tools

* chore: Add documentation about async design

* chore: Add documentation about generic data handling

  Covers the basics of measurement and prediction time series data handling.

* chore: Add empty lines around markdown lists.

* chore: sync pre-commit config to updated package versions

Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
This commit is contained in:
Bobby Noelte
2026-07-15 16:38:53 +02:00
committed by GitHub
parent 38011780c5
commit eb9e966de9
99 changed files with 11971 additions and 5981 deletions

View File

@@ -2,8 +2,7 @@ import traceback
from asyncio import Lock, get_running_loop
from concurrent.futures import ThreadPoolExecutor
from enum import StrEnum
from functools import partial
from typing import ClassVar, Optional
from typing import ClassVar, Optional, cast
from loguru import logger
from pydantic import computed_field
@@ -147,11 +146,11 @@ class EnergyManagement(
"""
return cls._genetic_solution
@classmethod
def _run(
cls,
start_datetime: DateTime,
mode: EnergyManagementMode,
async def run(
self,
start_datetime: Optional[DateTime] = None,
mode: Optional[EnergyManagementMode] = None,
algorithm: Optional[str] = None,
genetic_parameters: Optional[GeneticOptimizationParameters] = None,
genetic_individuals: Optional[int] = None,
genetic_seed: Optional[int] = None,
@@ -161,7 +160,6 @@ class EnergyManagement(
"""Run the energy management.
This method initializes the energy management run by setting its
start datetime, updating predictions, and optionally starting
optimization depending on the selected mode or configuration.
@@ -171,161 +169,20 @@ class EnergyManagement(
- "OPTIMIZATION": Runs the optimization process.
- "PREDICTION": Updates the forecast without optimization.
- "DISABLED": Does not run.
genetic_parameters (GeneticOptimizationParameters, optional): The
parameter set for the genetic algorithm. If not provided, it will
be constructed based on the current configuration and predictions.
genetic_individuals (int, optional): The number of individuals for the
genetic algorithm. Defaults to the algorithm's internal default (400)
if not specified.
genetic_seed (int, optional): The seed for the genetic algorithm. Defaults
to the algorithm's internal random seed if not specified.
force_enable (bool, optional): If True, bypasses any disabled state
to force the update process. This is mostly applicable to
prediction providers.
force_update (bool, optional): If True, forces data to be refreshed
even if a cached version is still valid.
Returns:
None
"""
# Ensure there is only one optimization/ energy management run at a time
if not mode in EnergyManagementMode._value2member_map_:
raise ValueError(f"Unknown energy management mode {mode}.")
if mode == EnergyManagementMode.DISABLED:
return
logger.info("Starting energy management run.")
cls._stage = EnergyManagementStage.DATA_ACQUISITION
# Remember/ set the start datetime of this energy management run.
# None leads
cls.set_start_datetime(start_datetime)
# Throw away any memory cached results of the last energy management run.
CacheEnergyManagementStore().clear()
# Do data aquisition by adapters
try:
cls.adapter.update_data(force_enable)
except Exception as e:
trace = "".join(traceback.TracebackException.from_exception(e).format())
error_msg = f"Adapter update failed - phase {cls._stage}:\n{e}\n{trace}"
logger.error(error_msg)
cls._stage = EnergyManagementStage.FORECAST_RETRIEVAL
if mode == EnergyManagementMode.PREDICTION:
# Update the predictions
cls.prediction.update_data(force_enable=force_enable, force_update=force_update)
logger.info("Energy management run done (predictions updated)")
cls._stage = EnergyManagementStage.IDLE
return
# Prepare optimization parameters
# This also creates default configurations for missing values and updates the predictions
logger.info(
"Starting energy management prediction update and optimzation parameter preparation."
)
if genetic_parameters is None:
genetic_parameters = GeneticOptimizationParameters.prepare()
if not genetic_parameters:
logger.error(
"Energy management run canceled. Could not prepare optimisation parameters."
)
cls._stage = EnergyManagementStage.IDLE
return
cls._stage = EnergyManagementStage.OPTIMIZATION
logger.info("Starting energy management optimization.")
# Take values from config if not given
if genetic_individuals is None:
genetic_individuals = cls.config.optimization.genetic.individuals
if genetic_seed is None:
genetic_seed = cls.config.optimization.genetic.seed
if cls._start_datetime is None: # Make mypy happy - already set by us
raise RuntimeError("Start datetime not set.")
try:
optimization = GeneticOptimization(
verbose=bool(cls.config.server.verbose),
fixed_seed=genetic_seed,
)
solution = optimization.optimierung_ems(
start_hour=cls._start_datetime.hour,
parameters=genetic_parameters,
ngen=genetic_individuals,
)
except:
logger.exception("Energy management optimization failed.")
cls._stage = EnergyManagementStage.IDLE
return
cls._stage = EnergyManagementStage.CONTROL_DISPATCH
# Make genetic solution public
cls._genetic_solution = solution
# Make optimization solution public
cls._optimization_solution = solution.optimization_solution()
# Make plan public
cls._plan = solution.energy_management_plan()
logger.debug("Energy management genetic solution:\n{}", cls._genetic_solution)
logger.debug("Energy management optimization solution:\n{}", cls._optimization_solution)
logger.debug("Energy management plan:\n{}", cls._plan)
logger.info("Energy management run done (optimization updated)")
# Do control dispatch by adapters
try:
cls.adapter.update_data(force_enable)
except Exception as e:
trace = "".join(traceback.TracebackException.from_exception(e).format())
error_msg = f"Adapter update failed - phase {cls._stage}:\n{e}\n{trace}"
logger.error(error_msg)
# Remember energy run datetime.
EnergyManagement._last_run_datetime = to_datetime()
# energy management run finished
cls._stage = EnergyManagementStage.IDLE
async def run(
self,
start_datetime: Optional[DateTime] = None,
mode: Optional[EnergyManagementMode] = None,
genetic_parameters: Optional[GeneticOptimizationParameters] = None,
genetic_individuals: Optional[int] = None,
genetic_seed: Optional[int] = None,
force_enable: Optional[bool] = False,
force_update: Optional[bool] = False,
) -> None:
"""Run the energy management.
This method initializes the energy management run by setting its
start datetime, updating predictions, and optionally starting
optimization depending on the selected mode or configuration.
Args:
start_datetime (DateTime, optional): The starting timestamp
of the energy management run. Defaults to the current datetime
if not provided.
mode (EnergyManagementMode, optional): The management mode to use. Must be one of:
- "OPTIMIZATION": Runs the optimization process.
- "PREDICTION": Updates the forecast without optimization.
Defaults to the mode defined in the current configuration.
algorithm (str, optional):
The algorithm to use. Must be one of:
- "GENETIC": Optimization uses the `GENETIC` optimization algorithm.
Defaults to the algorithm defined in the current configuration.
genetic_parameters (GeneticOptimizationParameters, optional): The
parameter set for the genetic algorithm. If not provided, it will
parameter set for the `GENETIC` algorithm. If not provided, it will
be constructed based on the current configuration and predictions.
genetic_individuals (int, optional): The number of individuals for the
genetic algorithm. Defaults to the algorithm's internal default (400)
`GENETIC` algorithm. Defaults to the algorithm's internal default (400)
if not specified.
genetic_seed (int, optional): The seed for the genetic algorithm. Defaults
genetic_seed (int, optional): The seed for the `GENETIC` algorithm. Defaults
to the algorithm's internal random seed if not specified.
force_enable (bool, optional): If True, bypasses any disabled state
to force the update process. This is mostly applicable to
@@ -336,22 +193,205 @@ class EnergyManagement(
Returns:
None
"""
async with self._run_lock:
loop = get_running_loop()
# Create a partial function with parameters "baked in"
if start_datetime is None:
start_datetime = to_datetime()
async with EnergyManagement._run_lock:
if mode is None:
mode = self.config.ems.mode
func = partial(
EnergyManagement._run,
start_datetime=start_datetime,
mode=mode,
genetic_parameters=genetic_parameters,
genetic_individuals=genetic_individuals,
genetic_seed=genetic_seed,
force_enable=force_enable,
force_update=force_update,
if mode not in EnergyManagementMode._value2member_map_:
raise ValueError(f"Unknown energy management mode {mode}.")
if mode == EnergyManagementMode.DISABLED:
logger.info("Energy management run disabled.")
return
logger.info("Starting energy management run.")
# --- Data Aquisition ---
EnergyManagement._stage = EnergyManagementStage.DATA_ACQUISITION
# Remember/ set the start datetime of this energy management run.
# None leads to current time as start datetime
self.set_start_datetime(start_datetime)
# Throw away any memory cached results of the last energy management run.
CacheEnergyManagementStore().clear()
# --- Adapter update ---
try:
await self.adapter.update_data(force_enable)
except Exception as e:
trace = "".join(traceback.TracebackException.from_exception(e).format())
error_msg = (
f"Adapter update failed - phase {EnergyManagement._stage}:\n{e}\n{trace}"
)
logger.error(error_msg)
# --- Prediction ---
EnergyManagement._stage = EnergyManagementStage.FORECAST_RETRIEVAL
# Update the predictions
logger.info("Starting energy management prediction update.")
await self.prediction.update_data(force_enable=force_enable, force_update=force_update)
if mode == EnergyManagementMode.PREDICTION:
logger.info("Energy management run done (predictions updated)")
EnergyManagement._stage = EnergyManagementStage.IDLE
return
# --- Optimization ---
EnergyManagement._stage = EnergyManagementStage.OPTIMIZATION
optimization_start = to_datetime()
logger.info("Starting energy management optimization.")
if algorithm is None:
algorithm = self.config.optimization.algorithm
if algorithm == "GENETIC":
# Prepare optimization parameters
# This also creates default configurations for missing values and updates the predictions
logger.info("Starting optimzation parameter preparation.")
if genetic_parameters is None:
genetic_parameters = await GeneticOptimizationParameters.prepare()
if genetic_parameters is None:
logger.error(
"Energy management run canceled. Could not prepare optimisation parameters."
)
EnergyManagement._stage = EnergyManagementStage.IDLE
return
# Take values from config if not given
if genetic_individuals is None:
genetic_individuals = self.config.optimization.genetic.individuals
if genetic_seed is None:
genetic_seed = self.config.optimization.genetic.seed
if EnergyManagement._start_datetime is None: # Make mypy happy - already set by us
raise RuntimeError("Start datetime not set.")
# --- Optimization (CPU-bound → MUST offload) ---
try:
optimization = GeneticOptimization(
verbose=bool(self.config.server.verbose),
fixed_seed=genetic_seed,
)
loop = get_running_loop()
start_hour = EnergyManagement._start_datetime.hour
solution = await loop.run_in_executor(
None,
lambda: optimization.optimierung_ems(
start_hour=start_hour,
parameters=cast(
GeneticOptimizationParameters, genetic_parameters
), # cast for mypy
ngen=genetic_individuals,
),
)
except Exception:
logger.exception("Energy management optimization failed.")
EnergyManagement._stage = EnergyManagementStage.IDLE
return
else:
logger.error(f"Unknown optimization algorithm: '{algorithm}'. Skipping.")
EnergyManagement._stage = EnergyManagementStage.IDLE
return
optimization_duration = to_datetime() - optimization_start
logger.info(
"Energy management optimization ({}) completed in {:.1f} seconds.",
algorithm,
optimization_duration.total_seconds(),
)
# Run optimization in background thread to avoid blocking event loop
await loop.run_in_executor(executor, func)
logger.debug(
"Energy management optimization solution:\n{}",
EnergyManagement._optimization_solution,
)
logger.debug("Energy management plan:\n{}", EnergyManagement._plan)
# --- Control dispatch by adapters ---
EnergyManagement._stage = EnergyManagementStage.CONTROL_DISPATCH
# Make genetic solution public
EnergyManagement._genetic_solution = solution
# Make optimization solution public
EnergyManagement._optimization_solution = await solution.optimization_solution()
# Make plan public
EnergyManagement._plan = solution.energy_management_plan()
logger.debug(
"Energy management genetic solution:\n{}", EnergyManagement._genetic_solution
)
if genetic_parameters is None:
genetic_parameters = await GeneticOptimizationParameters.prepare()
if not genetic_parameters:
logger.error("Energy management run canceled. Could not prepare parameters.")
EnergyManagement._stage = EnergyManagementStage.IDLE
return
EnergyManagement._stage = EnergyManagementStage.OPTIMIZATION
if genetic_individuals is None:
genetic_individuals = self.config.optimization.genetic.individuals
if genetic_seed is None:
genetic_seed = self.config.optimization.genetic.seed
if EnergyManagement._start_datetime is None:
raise RuntimeError("Start datetime not set.")
# --- Optimization (CPU-bound → MUST offload) ---
try:
optimization = GeneticOptimization(
verbose=bool(self.config.server.verbose),
fixed_seed=genetic_seed,
)
loop = get_running_loop()
start_hour = EnergyManagement._start_datetime.hour
solution = await loop.run_in_executor(
None,
lambda: optimization.optimierung_ems(
start_hour=start_hour,
parameters=genetic_parameters,
ngen=genetic_individuals,
),
)
except Exception:
logger.exception("Energy management optimization failed.")
EnergyManagement._stage = EnergyManagementStage.IDLE
return
EnergyManagement._genetic_solution = solution
EnergyManagement._optimization_solution = await solution.optimization_solution()
EnergyManagement._plan = solution.energy_management_plan()
logger.debug("Genetic solution:\n{}", EnergyManagement._genetic_solution)
logger.debug("Optimization solution:\n{}", EnergyManagement._optimization_solution)
logger.debug("Plan:\n{}", EnergyManagement._plan)
logger.info("Energy management run done (optimization updated)")
# --- Dispatch control by adapters ---
EnergyManagement._stage = EnergyManagementStage.CONTROL_DISPATCH
# Dispatch (sync → optionally offload)
try:
await self.adapter.update_data(force_enable)
except Exception as e:
trace = "".join(traceback.TracebackException.from_exception(e).format())
error_msg = (
f"Adapter update failed - phase {EnergyManagement._stage}:\n{e}\n{trace}"
)
logger.error(error_msg)
# --- Idle ---
# Remember energy run datetime.
EnergyManagement._last_run_datetime = to_datetime()
# energy management run finished
EnergyManagement._stage = EnergyManagementStage.IDLE