TracknTrace 0.1.0
Track building performance and Trace errors
License: MIT
Keywords: Track Trace building performance errors gap analysis DSMR KNMI blame

# TracknTrace
Track building performance and Trace errors back to the source

## Install

```pip install TracknTrace```

## Performance Tracking
 * Multiple modules are defined to calculate performance of different aspects/components
    * A standardized way is provided utilized to build these Modules
    * Your own case specific modules can easily be implemented
    * The file analysis.py will be imported on runtime
      * All functions in analysis.py will be run against the input data
    * Input data availble under the name ```data```
    * Each custom function needs to return data, new columns, visualize boolean
      * data is updated on return, new columns are used to propagate information and for visualization.

## Error Tracing
There are many ways to lead back errors to the source data. One way that is provided:
 * For each dataset you indicate its correlation to 6 different error catagories
 * These corelations are automatically propagated into derived datasets
 * These correlations are combined with statistical outlier and fault detection

The aggregate of **all** correlations and outliers is a measure to link effect(s) to cause(s)

A typical metadata file looks like the delivered example, see below for possible options.

## Usage
First define a metadata file according to the format shown below, or like the file supplied with the module. Run the package from the directory where you store the data and your metadata file. The input format(s) are still pretty specific if it is not just a default .csv file with real **comma separated values**

With Absolute references:
* ```python.exe .\wrapper.py .\<file>.metadata -v```
* ```python categorizer/categorizer.py <file>```
Using installed command:
* ```TracknTrace <file>.metadata -v```
* ```TracknTrace.categorizer <file>```

The amount of verbosity switches determines the amount of output, -v gives a nice clean result.html and result.md file. ```TracknTrace <file>.metadata -vvvvvvv``` gives the maximum possible output.

Most of the functionality is dealt with under ```[modules]``` .

There are some specifics about the ```[preprocessing]``` section.

## Metadata
Every analysis starts with creating a file named ```<dataname>.metadata```. This file should at least contain the headers shown below. Or refer to the example ```Prototype_Amini.metadata``` which is supplied with the code.
Steps to setup the file:
1. Copy ```Prototype_Amini.metadata```
2. Rename to ```<input_data_name>.metadata```
3. Run the code with ```RenamedColumns = help```
4. Look at the output and create a ```[transform]``` section, you can reuse existing variable names.
5. Create ```[CategoryUnits]``` and ```[CategoryWeights]```. The first has a pairs of:
    * unit of measure
    * datasource
    * explanation
6. Now fill preprocessing to your best ability, and to the best data availability nad set RenamedColumns to ```transform```
7. Switch on required modules and fix or switch off modules which cause errors.

Important/deviating configurables:
|  Configurable |  options |
|---|---|
| preprocessing.RenamedColumns  | IF ```help``` -> print original data to help user create ```.metadata``` file. IF ```transform``` -> use ```[transform]``` section for renaming columns. ELSE linearly map ```RenamedColumns``` to original data |
| preprocessing.ResampleTime  | a Pandas resampletime refer to https://pandas.pydata.org/pandas-docs/stable/user_guide/timeseries.html#dateoffset-objects  |
| preprocessing.format  | IF ```Excel``` data will be imported as Excel with pandas.read_excel from tab Data, IF ```csv``` data will be read with pandas.read_csv. IF ```linear``` data will be imported as chronologically ordered data with ```Productname``` and ```Propertyname``` columns|
| modules.DataCoverage  | Create a heatmap plot with datacoverage over the whole dataset. Helps the user identify holes and data quality. Cancels further execution of analysis.  |
| schil.gas | Switch between heat-pump calculation and gas boiler calculation |

```
[preprocessing]
Filename=Prototype_Amini.xlsx  # input filename
KNMI=True                         # lookup KNMI data and add
RenamedColumns=Tlv,Tsk,Tzo,Tamb,Eih,Eil,Eoh,Eol,Epv,Ecv1h,Ecv1c,T1cv1,T2cv1,Ecv2h,Ecv2c,T1cv2,T2cv2,E1wp,E2wp,Edhw,T1dhw,T2dhw,Vdhw,Sbd,Sra,Std,DateTime
          # transform** means of renaming columns. Can also take a list matching input length
ThermalColumns=Ecv                # Columns describing heating energy
IndoorTemperatures = Tlv1,Tlv2,ThoAir # Temperatures measured in the building
DoorWindowStates = None           # States of doors and windows
PVPanels = Ppv                    # Solar Panel power column name
HeatPumpElectric = Pwp            # Heatpump input power column
HeatPumpThermal = Pcv             # Heatpump heating power column
PositivePower = Pi,Ppv            # All electric columns that are positive <gain
NegativePower = Po,Pwp            # All electric columns that are negative <loss
DHWColumns = Pdhw                 # Domestic Hot Water Power Column
ResampleTime = 30T                # Delta Time to resample all data towards
format = Excel                    # linear**: chronologic data or ordered **csv**
Timeformat = %%d-%%m-%%Y %%H:%%M:%%s # Time format, only applicable for csv format
dataYear = 2020

[slice]
start = 50 # data cutoff at the start
end = -1  # data cutoff at the end

[CategoryUnits]                   # Each column in RenamedColumns need to be described according to below standard
Tlv = °C,gebouwdata,"temperatuur woonkamer"
Tsk = °C,gebouwdata,"temperatuur slaapkamer"
Tzo = °C,gebouwdata,"temperatuur zolder"
Tamb = °C,gebouwdata,"temperatuur omgeving"
Eih = kWh,gebouwdata,"energie hoog tarief in"
Eil = kWh,gebouwdata,"energie laag tarief in"
Eoh = kWh,gebouwdata,"energie hoog tarief uit"
Eol = kWh,gebouwdata,"energie laag tarief uit"
Epv = kWh,gebouwdata,"energie zonnepanelen"
Ecv1h = kWh,gebouwdata,"energie warmtepomp zone 1 verwarmen"
Ecv1c = kWh,gebouwdata,"energie warmtepomp zone 1 koelen"
T1cv1 = °C,gebouwdata,"temperatuur in warmtepomp zone 1 verwarmen"
T2cv1 = °C,gebouwdata,"temperatuur uit warmtepomp zone 1 koelen"
Ecv2h = kWh,gebouwdata,"energie warmtepomp zone 2 verwarmen"
Ecv2c = kWh,gebouwdata,"energie warmtepomp zone 2 koelen"
T1cv2 = °C,gebouwdata,"temperatuur in warmtepomp zone 2 verwarmen"
T2cv2 = °C,gebouwdata,"temperatuur uit warmtepomp zone 2 koelen"
E1wp = kWh,gebouwdata,"energie zone 1 warmtepomp"
E2wp = kWh,gebouwdata,"energie zone 2 warmtepomp"
Edhw = kWh,gebouwdata,"energie warm tapwater"
T1dhw = °C,gebouwdata,"temperatuur in warm tapwater"
T2dhw = °C,gebouwdata,"temperatuur uit warm tapwater"
Vdhw = L,gebouwdata,"Liters warm tapwater"
Sbd = n,gebouwdata,"dimensieloos"
Sra = n,gebouwdata,"dimensieloos"
Std = n,gebouwdata,"dimensieloos"

[CategoryWeights]                   # Each column in RenamedColumns need to be described according to below standard. This is required for statistical fault detection.         
Tlv = 0,0.9,0.05,0,0.05,0
Tsk = 0,0.8,0,0,0.1,0.1
Tzo = 0,0.5,0,0,0.2,0.3
Tamb = 0,0,0,0,0,1
Eih = 0.3,0,0.1,0.5,0.1,0
Eil = 0.3,0,0.1,0.5,0.1,0
Eoh = 0.2,0,0,0.4,0.2,0.2
Eol = 0.2,0,0,0.4,0.2,0.2
Epv = 0,0,0,0.4,0,0.6
Ecv1h = 0,0.5,0.1,0.2,0.2,0
Ecv1c = 0,0.2,0.2,0.3,0.3,0
T1cv1 = 0,0,0.2,0,0.1,0.7
T2cv1 = 0,0.3,0.2,0.1,0.4,0
Ecv2h = 0.2,0.2,0.2,0.1,0.3,0
Ecv2c = 0,0.1,0.3,0.1,0.5,0
T1cv2 = 0,0,0.1,0,0.2,0.7
T2cv2 = 0,0.3,0.1,0.1,0.5,0
E1wp = 0.1,0.1,0.2,0.5,0.1,0
E2wp = 0.1,0.1,0.3,0.4,0.1,0
Edhw = 0.4,0.3,0,0.05,0.25,0
T1dhw = 0,0.1,0,0.025,0.075,0.8
T2dhw = 0,0.8,0,0.05,0.15,0
Vdhw = 0,1,0,0,0,0
Sbd = 0,0.7,0.2,0,0,0.1
Sra = 0,0.7,0.2,0,0,0.1
Std = 0,0.7,0.2,0,0,0.1

[eventdetection]
GenericEvents = 24,336,1.2,None    # Short window: 24h long windows:336 Delta stdev.p > 1,2 -> event for All columns (if last item is set to None, if set to column list detection will be selective)
NormalizedEvents = 0.8             # Detection threshold, if value > 0.8 -> event
OtherEvents = Eventset_1,Eventset_2,Eventset_1 # refers to below 3 custom event detectors
Eventset_1 = 0.2,event_Vdhw_ra_336_24_1.2      # 0.2: Vdhw running average is used to detect events
Eventset_2 = 0.2,event_HeatInput_ra_336_24_1.2
Eventset_3 = 0.2,event_COP_ra_336_24_1.2
Scanlist = Tavg,HeatInput               # Scan all those columns on errors

[schil] #Hardly used
bouwjaar=1955
renovatiejaar=2019
meetjaar=2020
vloeroppervlak=120  # could be used in future for characteristic performance
schiloppervlak=60   # could be used in future for characteristic performance
glasoppervlak=8     # could be used in future for characteristic performance
pvoppervlak=5       # Is used to determine PV Performance [simplified
gas=0               # Is used to switch between heatpump and gas boiler calculations

[locatie]
orientatie=180
Location=Enschede
type_woning=tussenwoning
aantal_bewoners=1     #Is used to determine DHW curve
uren_buitenhuis=40

[model]
instance=Prototype_Amini   #Is used to store model parameters under, and retrieve them on a re-run. Also refers to all project related files.

[transform] #valuepairs of new_column = existing_column_name, serves for standardisation.
Tlv = Airsensorlivingroom_temperature_1_livingroom
Tsk = Airsensorlivingroom_temperature_2_livingroom
Tzo = Alklimaheatpump_room_temp
Tamb = Alklimaheatpump_outdoor_temp
Eih = Slimmemeter_kWhUsedHigh
Eil = Slimmemeter_kWhUsedLow
Eoh = Slimmemeter_kWhReturnedHigh
Eol = Slimmemeter_kWhReturnedLow
Epv = Growattinverter_total_energy_out
Ecv1h = Alklimaheatpump_total_energyHeating_produced
Ecv1c = Alklimaheatpump_total_energyHeating_produced
T1cv1 = Alklimaheatpump_total_energyHeating_produced
T2cv1 = Alklimaheatpump_total_energyHeating_produced
Ecv2h = Alklimaheatpump_total_energyHeating_produced
Ecv2c = Alklimaheatpump_total_energyHeating_produced
T1cv2 = Alklimaheatpump_total_energyHeating_produced
T2cv2 = Alklimaheatpump_total_energyHeating_produced
Edhw = Alklimaheatpump_total_energyDHW_produced
Vdhw = Waterflow_volume_out

[modules]  #Standardised calculation modules to execute on code execution.
SanityCheckE = 1                      # Sanity check Energy trends
EtoP = 1                              # Convert energy trends to Power trends
KNMI = 1                              # Utilize KNMI weather data
SanityCheckTamb = 1                   # Sanity check climate data
CalculateTavg = 1                     # Compile Tavg from multiple temperatures
DegreeDays = 1                        # Degree days calculation
EventDetection = 1                    # Event detection
GenericEvents = 1                     # Statistical generic event detection
ThermalBalance = 1                    # Create thermal balance based on preprocessing section
OpeningState = 0                      # Analyze boolean state values
SolarPanelAnalysis = 1                # Simplified solar panel performance estimate
EnergySignatureMethod = 1             # Apply heat signature method for RC estimation        
RCNetworkMethod = 1                   # Apply RC model method for RC estimation        
ElectricUserProfile = 1               # Calculate electric use profile based on balance
DHWUserProfile = 0                    # calculate DHW user profile based on measured data
BalanceDurationCurve = 1              # create duration curves for energy balance
TemperatureDurationCurve = 1          # create temperature duration curves
OtherEventDetectors = 1               # Extensive event detection
ColumnCategorization = 1              # Categorize columns
DataExport = 1                        # Export data
DHWDataDriven = 1                     # Use data driven DHW curve estimation
RCReversePowerCurve = 1               # Use the fitted RC model to approximate heating energy
SanityCheckThese = 1                  # Check the Scanlist data extensively on errors
dataCoverage = 0                      # Do a data coverage check, this DOES NOT execute the code. Gives insight in data coverage over the dataset!
COP = 0                               # Do Coefficient of Performance calculation
FastSim = 1                           # Run a simplified short simulation, to do tests or if you already have good coefficients
DataSlicer = 1                        # Slice off the start and end as specified. This might aid fitting models in certain cases.
```

### Custom Analysis functions in analysis.py
Custom analysis or result visualisation can be done in analysis.py. This allows you to work with your own workflow, maybe you are used to different units, then you could do conversions here. This file is installed on your system and could be found with ```find analysis.py``` or ```whereis analysis.py``` in a console under linux or WSL.

```
def skeleton(data,Log):
   data["new_column"] = (data["a"] * data["b"] / data["c"] - data["e"] + data["d"].sum())
   data["Tlv_k"] = data["Tlv"] + 273.15
   Log += "\n## Did something\n A*B/(C - E) + sum(D), cool\n\n"
   columns = ["new_column"]
   return data, Log, columns
```
### Export
From line #940 - #950 there is clean data which is suitable for analysis. Every code run also exports 8 files with clean data, suitable for further analysis:
 * ```<file>_afternoon.csv``` - afternoon from 12:00 to 17:00
 * ```<file>_daily.csv```     - daily data, for each 24h
 * ```<file>_evening.csv```   - evening data from 17:00 to 23:00
 * ```<file>_hour.csv```      - hourly data, each hour
 * ```<file>_monthly.csv```   - monthly data, for each 30 days
 * ```<file>_morning.csv```   - morning data, from 7:00 to 12:00
 * ```<file>_night.csv```     - nightly data, from 23:00 to 7:00
 * ```<file>_weekly.csv```    - weekly data, for every 7 days