CHANGELOG.md

Changelog

All notable changes to Solisdash are documented here. Version numbers follow Semantic Versioning. The package is published to PyPI on every vX.Y.Z tag push.

0.10.0 — 2026-05-19

A big iteration on the History page: more metrics, richer capture, and a configurable financial view. Headline changes:

Added

• Intraday backfill via stationDay. Every Fetch / Poll-now run now also pulls the per-5-minute SolisCloud curve for each date in range and upserts it into station_samples. Historical days you weren't running the scheduler over get the full minute-grained shape back, not just daily totals.
• Full transient capture. Each station_samples row stores the entire upstream stationDetail payload under raw. That's ~375 fields of point-in-time data per minute (instantaneous family load, running grid purchase/sell, daily income, CO₂ avoided, full-load hours, battery direction, etc.) so nothing is silently dropped between polls.
• /data tab consolidating Poll, Fetch (date-range backfill with live progress bar), and Purge — all moved off the History / Settings pages.
• Dashboard home charts. Three live panels under the tile strip: Today's power, Battery SOC (7 days), This month's daily energy. Auto-refresh every 60s, paused when the tab is hidden.
• Charge / Discharge / Consumption / Import / Export / Net metrics. Five new History-page tabs powered by fields newly extracted from the daily-rollup pipeline.
• Tariff-driven Cashflow chart. Configurable feed-in tariff + import tariff + currency on /settings drive a Cashflow metric: (export × feed_in) − (import × import_tariff) per period. Distinct from SolisCloud's flat production × tariff Money figure.
• Scheduler controls in Settings. Run-poller toggle, sample cadence, daily-rollup time, API rate cap — all surfaced in the Settings UI; saving them takes effect in-process without a restart.
• Resolution dropdown (Auto / Samples / Daily / Monthly / Yearly) on the History page. Auto label reflects what it picked (e.g. "Auto (monthly totals)").
• Hover tooltips on every metric tab (Pico's data-tooltip).
• Favicon — branded static/favicon.png (dark amber) served both via <link rel="icon"> and GET /favicon.ico.

Changed

• Aligned auto-resolution thresholds. Sample-only metrics (Power / Battery SOC / etc.) now bucket the same way as daily-rollup metrics for spans wider than 7 days — 8–31 days → daily, 32–732 → monthly, > 732 → yearly. Flipping tabs over the same range keeps the x-axis consistent.
• Per-startup cache buster on every vendored asset (?v=…) so a CSS / JS edit takes effect on the next page load without a manual hard refresh.
• History page redesign. Date-range From/To with quick presets replaces the old Range/single-date dropdown. Charts auto-refresh every 60s. Dense sample series render as a thin line (no area fill) so a day at 1-min cadence isn't a coloured block.
• Tab strip rationalised to 11 metrics: Energy, Power, Battery SOC, Battery power, Charge, Discharge, Consumption, Import, Export, Net, Cashflow. (Money / Total / Alarms-chart pruned — the dedicated /alarms nav page covers alarm browsing.)
• Server-derived defaults on the History page: if station_daily has rows, the page lands on Energy / Month; otherwise Power / Day.
• Settings UI fully populated. Tariffs, scheduler config, and the SolisCloud Key Secret (now visible as plain text — single-user dashboard behind login) are all editable from the page.
• Purge scope narrowed. Only drops station_daily and stations — the two collections every row of which can be re-downloaded from SolisCloud at any past date. station_samples (point-in-time polled data) and alarms (unclear upstream retention) are preserved.
• Settings nav alignment. Sign-out button now vertically centred in the top bar (was sitting visibly higher than the theme toggle because of an inline-block form wrapper).

Fixed

• HTMX hx-disinherit placement. The backfill progress polling was firing once then dying because the polling fragment inherited the form's hx-disabled-elt, which raised htmx:targetError on every subsequent tick. hx-disinherit now sits on the form (its correct semantic location), so the progress bar updates every 700ms through completion.
• Date-range "ignored" symptom. Date inputs now refresh the chart on change, blur, and debounced input so typing a date doesn't require tabbing out before the chart catches up.
• Tab-label invisibility on active tab. Pico reassigns --pico-color to #fff inside <button> elements; using var(--pico-color) for the active-tab text rendered it white on white. Switched to var(--pico-h1-color).
• get_solis_client resilience — no longer raises AttributeError when app.state is missing (the ASGITransport test path).
• poll_current upserts. insert_one was raising DuplicateKeyError when SolisCloud returned the same dataTimestamp on consecutive polls. Now upserts on (station_id, ts).
• Per-station_samples uniqueness. Promoted the (station_id, ts) index to unique; backfill is now idempotent (deduped a stray batch from earlier polls during the migration).
• Battery power tab 500. METRIC_BATTERY_POWER was missing from auto_range's sample-metric tuple and fell through to the daily branch. Pinned with a regression test.
• Test isolation. Conftest now sandboxes XDG_CONFIG_HOME to a per-session tmp dir so the reset-flow test no longer silently wipes the developer's real ~/.config/solisdash/solisdash.toml. Forces RUN_SCHEDULER=false in the test process to keep /ready checks honest.

0.9.0 — 2026-05-17

Fixed

• The dashboard now actually downloads history data. Previously, RUN_SCHEDULER defaulted to False, the wizard never turned it on, and the "Poll SolisCloud now" button only wrote one station_samples row — never station_daily. As a result the Month / Year / All-time charts stayed empty after a successful setup. Three changes fix this:
  1. The setup wizard now writes RUN_SCHEDULER = true to solisdash.toml, and the app starts its in-process scheduler immediately after wizard / Settings save without needing a process restart.
  2. The Poll SolisCloud now button now also calls stationMonth for every month from January 1 of the current year through today and upserts the rows into station_daily. The History page's Month / Year / All charts populate on the same click.
  3. A new POST /history/backfill endpoint and a "Fetch more history from SolisCloud" disclosure on the History page let you backfill an arbitrary date range (defaults to Jan 1 of last year → today) without needing the invoke backfill CLI.

Added

• _ensure_scheduler_running(app) helper. Idempotent — safe to call from lifespan, the wizard, and the Settings-save path. The Settings page can now toggle background polling on or off and have the scheduler restart in-process.

0.8.2 — 2026-05-17

Changed

• Housekeeping release. No user-visible changes. Backfilled GitHub Release pages for v0.7.0 – v0.8.1 with their full CHANGELOG entries so the project's release history is properly browseable from the Releases tab.

0.8.1 — 2026-05-16

Fixed

• HTMX buttons (Test MongoDB connection, Test SolisCloud, Poll SolisCloud now) silently did nothing inside pywebview. HTMX was loaded from a CDN with SRI; pywebview's WKWebView dropped the script in some environments (offline, strict caching, SRI mismatches) and the buttons stopped working with no visible error. Solisdash now vendors HTMX, Pico CSS, Chart.js, and the Chart.js date-fns adapter under static/vendor/, so the entire UI works without network access to a CDN.

Added

• tests/test_clickability.py regression suite. For every authed page (/, /history, /alarms, /settings) we extract every <a href>, <form action>, [hx-{get,post,put,delete}] URL pointing at our own app and assert each endpoint doesn't 5xx. The same file also asserts (a) no template references a CDN at runtime, (b) all four vendored assets are present on disk, and (c) style.css doesn't sneak in a pointer-events: none overlay.

0.8.0 — 2026-05-16

Added

• Metric tabs on the History page. Power / Energy / Battery / Money / Alarms sit across the top; the range selector greys out options that aren't valid for the chosen metric (e.g. Money is daily-rollup only, so the Day option disables when Money is active). Each metric gets its own series colour. CSV download now follows the active metric.
• 24-hour sparklines under each live tile on the home page. Tiny SVG trend lines drawn from station_samples, refreshed alongside the tiles via the existing 30-second HTMX swap. Server-rendered SVG paths, no extra JS or Chart.js needed.
• New JSON/CSV history endpoints accept ?metric= (power, energy, battery, money, alarms). Existing callers without the parameter keep getting the previous default (power for day, energy elsewhere).

Changed

• HistoryService.day_series, month_daily, year_monthly, all_time now take an optional metric= keyword. Defaults are unchanged.

Fixed

• LiveTilesService.get_tiles falls through to the existing tile data if the sparkline lookup fails. Sparklines are decorative; a Mongo hiccup must never blank the home page.

0.7.3 — 2026-05-16

Changed

• Softened the Settings page footnote about environment variables. The previous wording told every user that env vars "still take precedence over what's written here", which is jargon for a GUI-only client; now it just notes that same-named env vars may override saved values on managed deployments.

0.7.2 — 2026-05-16

Changed

• The History page's empty state no longer tells the user to drop to a shell and run uv run python -m invoke poll-once. It now offers a Poll SolisCloud now button that pulls each station's current state once via a new auth-gated POST /history/poll-now endpoint and refreshes the page so the chart UI takes over. Keeps the client experience GUI-only.

Fixed

• get_solis_client no longer raises AttributeError when the lifespan handler hasn't initialised app.state (e.g. under httpx.ASGITransport in tests).

0.7.1 — 2026-05-16

Fixed

• Submitting the setup wizard against a MongoDB that already contained a user with the chosen username raised DuplicateKeyError and returned a 500. The wizard now probes for a username collision before persisting anything and renders a friendly inline error pointing the user at /login. A DuplicateKeyError fallback covers the index race.

0.7.0 — 2026-05-16

Changed

• All configuration now lives inside the webview. The CLI no longer prompts for anything — solisdash boots straight into the pywebview window and silently generates SESSION_SECRET on first run.

Added

• First-run setup wizard at /setup: a single-page form with three sections (MongoDB, SolisCloud, Administrator account). Each section has an HTMX Test button that probes the value inline before save. After save the user is auto-signed-in and dropped on the dashboard.
• Settings page at /settings (linked from the nav as ⚙ Settings): re-edit the same values, re-test, or reset the configuration. Reset wipes solisdash.toml and re-runs the wizard; MongoDB data (users, samples, alarms, daily totals) is left alone.
• ~/.config/solisdash/solisdash.toml as the persisted config store, XDG-aware and chmodded to 0600. Loaded via pydantic-settings' TomlConfigSettingsSource. Environment variables still take precedence over the file, and a project-local .env is still read for dev.

Removed

• The interactive CLI setup helpers (solisdash setup, prompts on first boot). The add-user subcommand stays for post-install user management.

0.6.2 — 2026-05-15

Changed

• Dropped invoke as a runtime dependency — it was unused in src/ and shipped only because the build tasks lived in the package. Now in the dev extra.

0.6.1 — 2026-05-15

Fixed

• Signing in on a freshly-installed instance with empty SolisCloud credentials raised RuntimeError from get_solis_client, producing a 500. The client now constructs even with empty creds; live-tile requests fall back to a friendly "SolisCloud rejected the call" alert that nudges the admin to finish configuration.

0.6.0 — 2026-05-15

Added

• First-run onboarding: when no .env is present and stdin is a TTY, the CLI prompts the admin to enter Mongo + SolisCloud creds and writes them to a user-level config file. Superseded by the in-browser wizard in 0.7.0.

0.5.0 — 2026-05-15

Added

• First-run setup wizard at /setup (server-side, no Mongo creds yet) so a fresh install can create its admin account from the browser instead of the CLI.
• solisdash add-user CLI subcommand for creating additional accounts post-install.

0.4.0 — 2026-05-15

Changed

• Lowered the minimum Python version from 3.12 to 3.10 so the package installs on the broader range of LTS Pythons. tomli is pulled in as a fallback for tomllib on 3.10.

0.3.2 — 2026-05-15

Removed

• The obsolete pymongo[srv] extra. Recent pymongo releases bundle SRV resolution by default; the extra was a no-op causing a pip warning.

0.3.1 — 2026-05-15

Added

• GitHub Actions release workflow (.github/workflows/release.yml): pushing a vX.Y.Z tag builds with uv build and publishes the sdist
  • wheel to PyPI via OIDC trusted publishing. No API tokens, no local uv publish.

0.2.x — 2026-05-13 → 2026-05-14

Pre-release scaffolding. Highlights from the run-up to the first PyPI-published version:

• solisdash CLI launcher with native pywebview window + menu.
• AGPL-3.0-or-later license.
• GitHub Actions CI (ruff, mypy, pytest with a mongo:7 service).
• Public README and CI badge.

0.1.x — 2026-05-13

Initial development. Highlights:

• FastAPI app scaffold, session-cookie auth, Jinja shell.
• SolisCloud client with HMAC-SHA1 signing (bare application/json Content-Type, no separate KeyId header, alarmList unwrapping fixed).
• MongoDB layer with per-worker test fixture.
• Live-tile dashboard with HTMX polling and station-samples fallback.
• Poller + APScheduler + token-bucket rate limiter, with poll-once and backfill invoke tasks.
• History charts: day, month, year, all-time (Mongo-only, no SolisCloud calls).
• Alarm feed, CSV export, dark-mode toggle, /ready probe.