portfolio-optimiser/tests/test_ledger_loadbearing.py

78 lines
3.4 KiB
Python

"""Load-bearing seams for the savings ledger (Fase 1 — SC4/SC5/SC6/SC8).
Step 5 (SC4) — the dimension-free dedup gate: the same underlying candidate (same codes+measure+
amount) realized under two dimensions counts ONCE in the portfolio sum — double-counting across
dimensions is the exact error SC4 warns against — while the overlap is FLAGGED (never silently
merged). RED if the dimension-free sum-key dedup is detached (the sum doubles). Inverse control:
two DISTINCT realizations with the same codes+measure but a different amount stay SEPARATE (a
magnitude-free identity would collide them).
(Step 6 extends this file with the fail-closed ``realize`` gate + øre-boundary tests; Step 8 adds
the goal-stop detach.)
Pattern: ``tests/test_step8_promotion_loadbearing.py:77`` (fail-closed gate trio).
"""
from __future__ import annotations
from portfolio_optimiser.ledger import (
LedgerEntry,
SavingsLedger,
_candidate_identity,
stamp,
)
_TS = "2026-07-06T00:00:00Z"
_CODES = frozenset({"ENERGI-TOTAL-EL"})
_MEASURE = "energy_efficiency"
def _identity(amount_ore: int) -> str:
return _candidate_identity(affected_codes=_CODES, measure_type=_MEASURE, amount_ore=amount_ore)
def _entry(dimension: str, *, amount_ore: int) -> LedgerEntry:
return LedgerEntry(
project_id="P1",
dimension=dimension,
candidate_identity=_identity(amount_ore),
amount_ore=amount_ore,
verdict_id="v1",
provenance=stamp(approver="ekspert", experiment="sim", timestamp=_TS),
)
def test_same_candidate_two_dimensions_counts_once_and_flags_overlap() -> None:
"""LOAD-BEARING (SC4): the same underlying candidate realized under two dimensions contributes
ONCE to the portfolio sum, and the overlap is flagged. RED if the dimension-free sum-key dedup
is detached in ``_dedup_amount`` (the sum then doubles to 10000)."""
ledger = SavingsLedger()
assert ledger.add_realized(_entry("energi", amount_ore=5000)) is True
# Same candidate identity (same codes+measure+amount), a DIFFERENT dimension -> distinct full
# key -> stored, so the overlap is visible; the sum must still count it once.
assert ledger.add_realized(_entry("asfalt", amount_ore=5000)) is True
assert ledger.portfolio_total() == 5000, (
"double-counted the same candidate across dimensions (SC4)"
)
assert ledger.per_project_total("P1") == 5000
assert ledger.overlaps() == [("P1", _identity(5000))]
def test_distinct_amounts_same_codes_measure_are_not_collided() -> None:
"""INVERSE CONTROL (fixes the magnitude-free collision): two DISTINCT realizations with the same
codes+measure but a different amount are separate candidates -> both counted, no overlap."""
ledger = SavingsLedger()
assert ledger.add_realized(_entry("energi", amount_ore=5000)) is True
assert ledger.add_realized(_entry("energi", amount_ore=7000)) is True # distinct identity
assert ledger.portfolio_total() == 12000 # both counted (no collision)
assert ledger.overlaps() == [] # single dimension -> no cross-dimension overlap
def test_exact_full_key_duplicate_is_not_stored_twice() -> None:
"""An exact (project, dimension, candidate) re-add is a no-op — storage keys on the full key."""
ledger = SavingsLedger()
assert ledger.add_realized(_entry("energi", amount_ore=5000)) is True
assert ledger.add_realized(_entry("energi", amount_ore=5000)) is False # exact duplicate
assert ledger.portfolio_total() == 5000