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test: run the balance-slack tests on both backends - #8

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test: run the balance-slack tests on both backends#8
PabloBotin wants to merge 11 commits into
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test/fuel-stack-both-backends

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Runs the balance-slack tests from Sienna-Platform#94 on both plotting backends instead of PlotlyLight only.

The tests read traces off plot_fuel_plotly's plot object directly, which pinned them to one
backend. That is the same asymmetry that let the bar-stacking fix in
#140 land in one recipe and
silently not the other. They now loop over FUEL_BACKENDS and read through the
series_values / series_labels helpers from plot_introspection.jl, so both backends are
asserted against the same oracle.

The oracles are computed once outside the backend loop, and the shared fuel_results_ed /
fuel_results_uc fixtures replace a second solve — so the added coverage costs no extra
optimization run.

julia --project=test test/runtests.jl test_fuel_stack_behavior130 pass / 0 fail.

Note on the diff size

This branch is stacked on feature/migrate-to-poweranalytics-new-api (the PowerAnalytics 1.0
migration, PR Sienna-Platform#145 upstream) and on issue-94-bus-slacks (fork PR #7). Because it targets
main, the diff shown here includes all of those commits as well.

Only the last commit, 08a4387, is new here — a single file, test/test_fuel_stack_behavior.jl.
Everything before it is under review elsewhere.

Pin the current fuel/demand data contract ahead of the PowerAnalytics
metrics-API migration: category naming (In/Out split, Curtailment, slack
display names), charging sign conventions, palette-first column ordering,
demand column naming, time-window and filter_func kwargs, and per-backend
series counts.
PowerAnalytics imports get_system from PowerSimulations, so the unexported
PA.PSI alias is unnecessary. Also extend the missing-system error to mention
loading results with populate_system = true.
The IS.Results path now computes Metrics.calc_load_forecast over the all_loads
selector (grouped into a single column renamed to "Load" so palette and label
behavior are unchanged); a user filter_func folds into the selector. Time
windows (initial_time/horizon, also spelled start_time/len) are applied by
local row slicing because compute rejects unknown kwargs and mishandles len on
simulation results in PA 1.4. The PSY.System path stays on the old
get_load_data API, which has no new-API equivalent. The dead isnothing guard
on the aggregated demand frame is replaced by an isempty check that can
actually fire.
Assemble the fuel stack from PowerAnalytics Metric/ComponentSelector
primitives instead of get_generation_data/make_fuel_dictionary/
categorize_data/combine_categories, preserving the exact column set, order,
names, and signs. Components are assigned to a single category by replaying
the old first-match-wins priority over the per-rule subselectors (the
independent new selectors would otherwise double-count, e.g. NG-CC vs
NG-Steam); generators fall back variable -> forecast parameter -> PowerOutput
aux; storage/sources split into '<category> In'/'<category> Out' with charging
flipped negative; slacks keep their BALANCE_SLACKVARS display names; unmatched
components go to 'Other' with an error log.

Also fix the net-load overlay to actually include storage charging by passing
the charging total as extra_load, update the test mapping yaml for the new
parser's strict fuel enums, and pin both behaviors with new tests.
…ta(::PowerData)

plot_results now owns its dict-of-DataFrames path (DateTime stripped per entry,
time axis from the first entry) instead of constructing PowerAnalytics.PowerData.
The plot_powerdata methods move to src/deprecated.jl as forwarding shims that
warn about removal in a future breaking release. combine_categories = false no
longer crashes: it plots one trace per stored column, and the docstrings now
state the actual default (true).
The Weave report template's tables now use the PowerAnalytics metrics API
(calc_active_power per fuel category, calc_system_load_forecast) instead of the
deprecated get_generation_data/get_load_data accessors; the Services table is
dropped since get_service_data has no metrics-API equivalent. Docstrings drop
the never-functional plot_fuel 'variables' kwarg, document the storage/sources
kwargs, and reference plot_results instead of the deprecated plot_powerdata.
The public API reference gains a hand-written Deprecated section.
- plot_demand no longer crashes when a load type has no results; missing
  results skip to the "No load data found" path (now an ArgumentError)
- warn on the unsupported `variables` kwarg of plot_fuel instead of
  silently ignoring it
- warn when a custom generator mapping yaml contains ext_category keys,
  which the PowerAnalytics 1.0 selector parser cannot honor
- _combine_result_categories: unknown `names` entries raise an actionable
  ArgumentError; Vector{Symbol} accepted for the deprecated powerdata path
- docstrings: aggregate scope (System path only), time-window kwargs and
  aliases, aggregate-function return-shape contract
- _FuelRule stores type_name::Symbol to avoid per-supertype allocations
- test: old-vs-new numeric equivalence of fuel category traces
…names

Every plot function now takes `backend::PlottingBackend`, defaulting to
`CairoMakieBackend()`:

    plot_fuel(res)                                 # CairoMakie
    plot_fuel(res; backend = PlotlyLightBackend()) # PlotlyLight

The backend was already modeled as a value in src/backends.jl, so encoding it in
the function name doubled the public API without buying any dispatch. The ten
`_plotly`-suffixed functions keep working but warn and forward. Passing both a
`_plotly` name and a `backend` key word raises an ArgumentError rather than
letting one silently win, since the two would disagree about the renderer.

Eight per-plot behaviors that were resolved twice, once in each recipe, are now
resolved once in call_plots.jl and handed to the recipes through _PlotOptions:
fill default, line width, line style, draw order, title sentinel, empty input,
save path, and palette selection.

User-visible changes:

- Both backends select from the whole palette returned by `load_palette`, so
  more series get a distinct color before the cycle repeats. PlotlyLight
  previously drew from a narrower set, so its default colors change.
- `_default_save_format` dispatches on the backend, making the PlotlyLight
  default `html`. A shared hardcoded "png" tripped the extension-rewrite warning
  on every default-path PlotlyLight save. An explicit `format` still wins.
- CairoMakie non-stacked draw order now matches PlotlyLight.
- WeaveExt = ["PlotlyLight", "Weave"] -> "Weave". Neither the extension nor
  generic_report_template.jmd touches PlotlyLight, so the old trigger withheld
  `report` from a CairoMakie-only user.

The backend stubs dispatch per concrete backend. With `backend` defaulting to
CairoMakie, a PlotlyLight-only user reached a stub telling them to run `using
PlotlyLight` when they already had; each stub now names its own package, and the
CairoMakie one names the key word that selects the other backend.

Two save-path defects go with it. `_resolve_save_file` is now the single place a
save path is decided, and it replaces spaces in the title with underscores as
every entry point on main already did; centralizing the path had dropped that
for `plot_dataframe` alone. `_plot_demand!` read `:save` without removing it
from the key words it forwarded, so one call saved the figure twice under two
different names; it now strips `:save`, `:title`, and `:set_display` like the
other wrappers.

Tests: plot_introspection.jl reads rendered marks back out of both libraries so
value assertions run against either backend; test_backend_parity.jl enforces the
parity contract; test_demand_semantics.jl and test_fuel_categories.jl pin the
demand sign and the fuel-rule specificity. Suite is at 368 pass / 0 fail.

Docs gain explanation/backend_parity.md and a Change Backends how-to; the
orphaned explanation/stub.md is removed. Personal notes are ignored through the
user-level git ignore rather than this repository's shared .gitignore.
Route the report template's Load table through the new public
`get_demand_data` rather than `calc_system_load_forecast`, which reported the
requested instead of the served demand and disagreed with `plot_demand` under
controllable load formulations.

Delegate `_combine_result_categories` to `PowerAnalytics.combine_categories`
instead of reimplementing it, keeping only the actionable error on an unknown
`names` entry.

Move `seriescolor`, `column_labels`, `interval`, the scaled data matrix and the
net-sign classification into `_PlotOptions`, so neither recipe derives them
independently and the third spelling of the sign test disappears.

Lowercase the extension in the PlotlyLight writer so `.HTML` is recognized
rather than silently rewritten to a different path, and pin it with a test.

Hoist the shared "Accepted Key Words" documentation into
`_COMMON_PLOT_KWARGS` and interpolate it, replacing eight verbatim copies.

Keep `_report_plot_fuel` as a forwarding shim: report templates copied from an
earlier release call it positionally, so removing it would throw
`UndefVarError` on their next `report`.
Slack categories were read through `PA.Metrics.calc_system_slack_up` and its
down counterpart, which resolve to `PowerAnalytics.read_system_result`. That
function hardcodes `make_key(entry, PSY.System)` and asserts the result has a
single data column.

PowerSimulations attaches balance slacks to four different component types
depending on the network formulation: `System` for copper-plate and PTDF,
`Area` for the area-balance models, and `ACBus` for the PowerModels
formulations (with `"P"`/`"Q"` meta in the AC case). Only the first was ever
found, so node- and area-level slacks silently never appeared — and would
have tripped the single-column assertion had they been read at all.

Discover the slack keys present in the results by entry type instead,
regardless of which component owns them, and sum across the per-bus or
per-area columns into one series per direction. The `System` case has a
single column, so its values are unchanged.

Only the active-power `"P"` slack is included for AC formulations; the fuel
stack plots active power, so reactive slack does not belong on it.

This works around the limitation rather than fixing it: `read_system_result`
is still `System`-only for every other PowerAnalytics consumer.
The Sienna-Platform#94 tests read traces off `plot_fuel_plotly`'s PlotlyLight plot object
directly, which pinned them to one backend — the same asymmetry that let the
bar-stacking fix in Sienna-Platform#140 land in one recipe and not the other. They now loop
over `FUEL_BACKENDS` and read through the `series_values`/`series_labels`
helpers, so both backends are checked.

The oracles are computed once outside the backend loop and the shared
`fuel_results_ed`/`fuel_results_uc` fixtures replace a second solve, so the
added coverage costs no extra optimization run.
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