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Phase 3.5 — Dashboard rewrite (multi-plan ranked view)#82

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phase-3.5-dashboard-rewrite
May 18, 2026
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Phase 3.5 — Dashboard rewrite (multi-plan ranked view)#82
Artic0din merged 25 commits into
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phase-3.5-dashboard-rewrite

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@Artic0din Artic0din commented May 18, 2026

Summary

Phase 3.5 dashboard rewrite. Originally PR #76 (auto-closed when base deleted on #73 merge), then PR #81 (auto-closed when base deleted on #80 merge). This is the third attempt, targeting dev directly.

#73 + #80 already merged into dev. Phase 3 stack lands here.

Changes

  • Full rewrite of custom_components/pricehawk/www/dashboard.html (~1257 LOC, down from 2447)
  • Hero / period tabs / ranked alts table / drill-in card / data health footer
  • Wires 16 sensors (15 rollups + ranked_alternatives + backfill_status)
  • CR approved at round 2 on original PR Phase 3.5 — Dashboard rewrite (multi-plan ranked view) #76

Test plan

  • HTML parses + JS mock-DOM harness exercises all branches
  • Deploy + UAT after merge

🤖 Generated with Claude Code

Summary of Changes

Dashboard Rewrite (Phase 3.5):

  • Completely rewrote custom_components/pricehawk/www/dashboard.html (reduced from 2447 LOC to 1257 LOC) implementing a multi-plan ranked-alternatives layout
  • Added new dashboard structure: navigation bar with theme/clock/connection status, hero section, period tabs (with localStorage persistence), ranked alternatives table with drill-in card capability, and data-health footer
  • Integrated 16 sensors via WebSocket subscriptions: 15 rollup sensors (current/best alternative/savings across 5 time windows) plus ranked_alternatives and backfill_status
  • Added empty-state UI behavior for first-run users when backfill days_loaded < 7
  • Implemented XSS hardening via escapeHtml and extended CSP connect-src for local HA WebSocket endpoints
  • Added 30s interval for relative timestamp updates
  • Preserved WebSocket auth logic with token resolution via URL params, postMessage, parent.hassConnection, and localStorage

Documentation Updates:

  • Updated CHANGELOG.md with Phase 3.5 dashboard rewrite entry documenting preserved aspects, removed components (CSV/backfill triggers, provider-specific cards/charts), and runtime/XSS hardening additions
  • Added "PriceHawk Dashboard (divergence from spec)" section to assets/DESIGN.claude.md explaining intentional divergence from Claude marketing-site design tokens, documenting inherited typographic and design patterns, and noting theme inversion/light-mode behavior

Breaking Changes

None identified.

Files Changed

File Lines Added Lines Removed
CHANGELOG.md +96
assets/DESIGN.claude.md +85
custom_components/pricehawk/www/dashboard.html ~1257 ~2447

Review Change Stack

Artic0din and others added 25 commits May 17, 2026 21:37
11-commit execution plan covering universal HA-history backfill (3.2),
period rollup sensors (3.3), named comparator drill-in (3.4), and
dashboard rewrite (3.5). Locks architectural decisions up front
(daily_cost_history as single source of truth, named comparator as
just another CdrPlanProvider, rollup as computed-on-demand) so the
executing model doesn't re-derive them at each commit.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds ``cdr/history_replay.py`` with three pure functions that establish
the public API surface Phase 3.2 commit 2 wires the coordinator to.
No HA imports — the module is unit-testable outside the integration
runtime, matching the ``cdr/ranking_job.py`` pattern.

Public API:
  - ``states_to_half_hour_slots`` — converts raw (ts, power_w, unit)
    tuples to evaluator-shaped slot dicts aligned to 30-min boundaries.
    Handles kW→W unit conversion, gap-protection clamping (6 min cap
    matches ``cdr/streaming.py``), and string-vs-float power values
    (HA's recorder serialises some sensor states as strings).
  - ``replay_day_through_plan`` — wraps ``evaluate()`` with the
    standard exception-swallow pattern (mirrors ``deep_rank``).
    Returns None on evaluator exception OR zero slot count.
  - ``fan_out_replay`` — generator yielding (date_str, {plan_key: aud})
    per day. Streaming output keeps peak RAM at ~one day × N plans
    instead of all-days × N plans of full CostBreakdown objects.

25 tests covering boundary alignment, unit conversion, gap protection,
sign handling, plan-failure isolation, date-order preservation, and
opt-in entry_options pass-through. Pattern follows
``tests/test_coordinator_ranking.py``: stdlib only, no pytest-asyncio.

Foundation for Phase 3.2 commit 2 (backfill.py rewrite) and Phase 3.3
(rollup sensors read the daily_cost_history rows this module helps
populate).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
… adapter

Rewrites ``backfill.py`` from a 369-LOC Amber-API-coupled module into
a thin coordination layer over the pure-logic ``cdr.history_replay``
fan-out. New public API:

    backfill_daily_cost_history(hass, grid_sensor_entity, plans,
        *, days_back=30, entry_options=None, existing_history=None)

Internals pull recorder history day-by-day (NOT one big query — a
30-day single ``state_changes_during_period`` on a 1Hz grid sensor
returns 100K+ State objects), convert to evaluator slots, fan out
across N plans via the streaming generator, and merge per-date rows
into the coordinator's ``daily_cost_history``. Final list is capped
at 180 entries (matches live coordinator slice).

Day-by-day queries are deliberate and NOT parallelised. HA's
recorder uses a single executor pool so concurrent queries serialise
anyway and just bloat task count. Per-query memory is bounded; the
SQLite index on ``last_changed`` means 30 small queries are not
meaningfully slower than 1 big one. This is commented inline so CR
doesn't suggest parallelisation.

Legacy ``fetch_amber_price_history`` retained — still used by
``coordinator._replay_amber_today_from_api`` to seed the Amber
accumulator on a fresh install. The Phase 3.2 backfill itself no
longer fetches Amber prices: Amber's role narrowed to a *truth
overlay* written once daily by the live coordinator rollover.

Test rewrite: 14 legacy Amber-API tests deleted (those exercised
``backfill_from_history``, ``_build_amber_price_index``,
``_find_amber_rate``, ``_parse_history_states`` — all removed).
14 new tests cover ``_local_date_string`` (AEST-safe formatting),
``_states_to_tuples`` (State + dict shapes), ``_merge_into_history``
(insert/merge/cap), and ``backfill_daily_cost_history`` end-to-end
with the recorder mocked at the import boundary.

``tests/conftest.py`` extended with ``homeassistant.components``,
``homeassistant.components.recorder``, and
``homeassistant.components.recorder.history`` mocks so the lazy
recorder import inside the backfill resolves under the test harness.

``__init__.py``'s ``handle_backfill`` service updated to call the
new API with the current CDR plan; commit 4 will shrink it further
to a one-line delegate through the coordinator (once the wrapper +
status sensor land).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
…ickoff

Wires the new universal HA-history backfill into the coordinator and
schedules its first run automatically after the initial ranking job
completes.

Coordinator additions:
  - ``build_backfill_plan_set`` — module-level pure helper (mirrors
    the ``cdr.ranking_job`` pattern) composing the {plan_key:
    plan_body} dict from current plan + top-K ranked alternatives.
    Lives outside the class so it's unit-testable without HA's app
    context (the coordinator's ``DataUpdateCoordinator[T]`` base
    gets mocked away by ``tests/conftest.py``).
  - ``_build_backfill_plan_set`` — thin instance wrapper.
  - ``async_run_backfill`` — coordinator-side run wrapper modelled on
    ``async_run_ranking_job``. Status-tracked via ``_backfill_status``
    state machine (``idle | running | complete | failed``) plus
    ``_backfill_last_run_at``, ``_backfill_days_loaded``,
    ``_backfill_plans_replayed``, ``_backfill_error`` attributes
    that the Phase 3.2 commit 4 status sensor will surface.
  - Reuses ``_ranking_lock`` to serialise against the ranking job —
    both mutate ``_daily_cost_history``. REVISIT: split if contention
    observed in prod (cost of being wrong is brief serialisation of
    two rare operations).
  - Local import of ``backfill_daily_cost_history`` inside
    ``async_run_backfill`` (``# noqa: PLC0415``) so the HA recorder
    isn't loaded at module-import time. Matches the existing pattern
    at ``_replay_amber_today_from_api``.

``__init__.py`` kickoff:
  - After ``async_run_ranking_job`` task is scheduled, schedule a
    second task that AWAITS the ranking lock (so the first ranking
    run finishes and the alternatives list is populated) THEN runs
    ``async_run_backfill(days_back=30)``. Without the wait, the
    first backfill would replay history through only the current
    plan, missing the ``alt_*`` columns.

Tests: 7 new in ``test_coordinator_helpers.py`` covering the pure
helper — current-plan composition, alt_* prefix keying, plan-cache
fallback to alt body, malformed-input skipping, empty/non-dict
``cdr_plan`` graceful return. Pattern matches the existing
``_extract_peak_rate_c_inc_gst`` test block in the same file.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
…ne-liner

Final Phase 3.2 commit. Adds the status sensor users will read from
their dashboards / automations and collapses the
``pricehawk.backfill_history`` service handler to a one-line delegate
through ``coordinator.async_run_backfill``.

New entity:
  - ``sensor.pricehawk_backfill_status`` — state machine read-through.
    State: ``idle | running | complete | failed``. Attributes:
    ``last_run`` (ISO timestamp), ``days_loaded``, ``plans_replayed``,
    ``error``. All sourced from the coordinator's status attributes
    written by ``async_run_backfill``.

Service handler:
  - ``handle_backfill`` shrunk from a 60-LOC inline pipeline to
    defensive ``days`` coercion + a single
    ``await coordinator.async_run_backfill(days_back=...)`` call.
    Status tracking, recorder pulls, plan composition, and
    persistence all happen inside the coordinator method now;
    failures surface on the sensor rather than getting lost to log
    lines.

Service description: updated ``services.yaml`` to reflect the new
flow (replay-through-CDR-plan, no Amber API, status sensor pointer).
Unused ``CONF_GRID_POWER_SENSOR`` import removed from
``__init__.py`` (the coordinator now owns the lookup).

Tests: 4 new BackfillStatusSensor smoke tests in
``test_review_improvements.py`` exercising the property-read contract
(state defaults to idle, running propagates, datetime → ISO, error
attribute surfaces on failed runs). The sensor class itself can't be
imported under the conftest mock tree (CoordinatorEntity +
SensorEntity multiple inheritance from MagicMocks triggers a
metaclass conflict), so the tests mirror the EXACT property bodies
inline. Integration test on Ryan's HA will catch any drift.

CHANGELOG.md updated under ``[Unreleased]`` documenting the full
Phase 3.2 surface area: new module, rewritten backfill, status
sensor, service signature change, recorder mocks in conftest.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
`target = by_date.get(date_str)` infers as `dict[str, Any] | None`
but the subsequent `target[plan_key] = aud` assignment narrows
incorrectly without an explicit annotation. Annotate the union so
pyright accepts both branches (None → fresh dict, dict → mutate).

No behaviour change; pytest 760/760 still passes.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
…mock

Two docstring corrections flagged by Sourcery — no behaviour changes.

1. `build_backfill_plan_set` previously claimed it returned `{}` when
   the current plan was missing. The implementation actually returns
   alternatives even without a current plan (alts-only backfill is
   intentional so rollup sensors can still surface comparative data).
   Updated the docstring to describe the real contract: callers must
   treat the absence of the current-plan entry as a "no-signal"
   condition for the active plan at that time.

2. `_patch_recorder` claimed a 3-tuple return
   `(get_instance_mock, history_call_mock, dt_util_now_mock)` but the
   helper actually returns a 2-tuple `(get_instance, history_mock)`
   (the dt_util mock was removed earlier when the backfill stopped
   depending on it). Fixed the docstring and added a precise
   `tuple[MagicMock, MagicMock]` return annotation.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
CodeRabbit round-2 fixes for PR #73:

- coordinator.async_run_backfill: ``_backfill_days_loaded`` now reports
  the delta (new days added by THIS run), not the total merged-history
  length. Capture ``prev_len`` before reassignment, compute
  ``new_days = max(0, len(result) - prev_len)``, clamp negatives to
  zero. Return value and log line updated to match. Docstring spells
  out the delta semantics so future callers don't misread the API.
- tests/test_review_improvements.py::TestBackfillStatusSensor: add
  ``-> None`` return type hints to the four public test methods so
  mypy strict-mode is satisfied. Underscored helpers (_coord,
  _native_value, _attrs) left as-is.
- .planning/PHASE-3.2-to-3.5-PLAN.md: section 1.5 was documenting
  ``error_message`` but the implementation uses ``error`` (matches
  sensor.py:571 + tests). Sync the plan to the code. Also defang the
  literal insecure-WebSocket scheme in section 8.4 (``ws-//`` with a
  parenthetical note) so the dashboard-protocol-safety recipe and
  generic CI security scans don't flag the plan doc itself.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
CodeRabbit round-3:
- Replace literal ws://localhost:* token in PHASE-3.2-to-3.5 plan doc
  with descriptive prose so secret/security scanners stop tripping.
- Short-circuit async_run_backfill on _backfill_status BEFORE acquiring
  _ranking_lock so a concurrent caller does not block. Keep the
  re-check inside the lock to close the read/acquire race.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
…tadata reset

CodeRabbit round-4 fixes on PR #73:

- Plan doc: replace literal absolute `/Users/.../pricehawk/` path with
  `<REPO_ROOT>` placeholder so the planning markdown isn't tied to one
  user's machine layout.
- Plan doc: fix arithmetic typo in commit total. 4+3+2+3 = 12, not 11.
- Coordinator `async_run_backfill`: reset stale success metadata
  (`_backfill_days_loaded`, `_backfill_plans_replayed`) in the failure
  path so the status sensor doesn't surface misleading counts from a
  prior successful run after a failure. Set `_backfill_last_run_at` to
  the time of THIS (failed) run, matching success-path semantics.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
…der lookup

Round-5 CR doc nits on the planning artifact:
- Add `text`/`bash` language tags to 3 fenced code blocks (dependency
  graph, dashboard ASCII layout, pre-push checks) for MD040 compliance.
- Fix test description: kW→W is multiply-by-1000, not "doubles".
- Plan snippet's named-provider check should read `coordinator._providers`
  (the instance dict) not `coordinator.data["providers"]`. Matches the
  shipped code in Phase 3.4's sensor.py registration.

Plan doc only; no shipped code changes.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Add `cdr/rollup.py` with four pure functions over `daily_cost_history`:
`filter_window` (rolling window selection), `sum_window` (per-key sum
with sparse-row tolerance), `best_alternative_for_window` (lexicographic
tie-break for determinism across ticks), and `savings` (current minus
best, sign-preserving).

No HA imports. Floats throughout. Returns `(None, 0)` rather than
`(0.0, 0)` for missing-data states so the sensor displays `unknown`
rather than misleading `$0.00`. 27 stdlib-only tests covering empty
history, malformed dates, sparse alt presence, string-coerced numerics,
explicit-zero days, ties, and prefix-based alt key scanning.

Wires the source of truth that Phase 3.3 commit 2 will bind 15 rollup
sensors to.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
…tions

Add ``PeriodRollupSensor`` base + three subclasses
(``CurrentCostRollupSensor``, ``BestAlternativeRollupSensor``,
``SavingsRollupSensor``) reading from ``daily_cost_history`` via
``cdr.rollup``. Three kinds × five windows = 15 new entities
(``sensor.pricehawk_{current,best_alt,savings}_cost_{today,week,month,3month,year}``).

Per plan §3.1 "Surprise risk — last_reset": only the ``today`` window
sets ``last_reset`` to midnight. Rolling week/month/3month/year leave
it unset — HA's TOTAL state-class tolerates this for monotonic-with-
occasional-corrections series, and setting an artificial midnight
reset would falsely re-attribute the prior day's value as today's spend.

Per plan §8.6: no ``RollupStrategy`` interface; the three kinds are
dispatched by inline ``if self._ROLLUP_KIND`` in the base class.
Floats throughout (no Decimal). Lazy ``from .cdr.rollup`` import
inside ``native_value`` (``# noqa: PLC0415`` annotated) to keep the
import-time footprint identical to pre-3.3.

3 sensor smoke tests added to ``tests/test_review_improvements.py``,
following the same property-body mirror pattern used by Phase 3.2's
``BackfillStatusSensor`` tests (CoordinatorEntity + SensorEntity
metaclass conflict prevents direct construction under the conftest
mock tree).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Add the ``entity.sensor.*`` block to both ``strings.json`` and
``translations/en.json`` for all 15 Phase 3.3 rollup sensors (3 kinds
× 5 windows). Names + descriptions disambiguate the new
``savings_cost_today`` rollup from the existing real-time
``saving_today`` sensor (different math, both valid).

CHANGELOG entry under [Unreleased] documents:
- The new pure-logic module + 15 sensors.
- ``last_reset`` semantics (today-only midnight reset).
- The distinction from the legacy ``saving_today`` sensor.
- The "sparse data → ``None`` rather than ``$0.00``" contract.

No new tests in this commit — the rollup logic is covered by 27 tests
in ``test_rollup.py`` (commit 1/3) and the sensor dispatch by 3 smoke
tests in ``test_review_improvements.py`` (commit 2/3). Translations
are static JSON.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
… deref

Two CodeRabbit findings — both add defensive guards without changing
the happy-path behaviour.

1. `cdr.rollup.filter_window` iterates `history` and calls `.get("date")`
   on each row unconditionally. The typed signature says
   `list[dict[str, Any]]`, but restored state from `.storage` or 3rd-
   party callers can slip in scalars (a corrupted entry, a future
   schema change). A non-dict row raises AttributeError and crashes
   every sensor read that hits this codepath. Skip non-dict rows up
   front; the rest of the parse/window logic is unchanged.

2. `PeriodRollupSensor.native_value` reads
   `self.coordinator._current_plan_provider.id` for the "current" and
   "savings" branches without guarding. The coordinator's __init__
   raises ConfigEntryNotReady when `cdr_plan` is missing, so the
   attribute *should* always exist — but restart races, partial
   restore, or mocked coordinators in tests can briefly land here
   without it. Added an upfront guard that returns None (sensor
   shows `unknown`) instead of raising AttributeError. The "best_alt"
   branch is unchanged — it doesn't deref the provider.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
…rd tests

CodeRabbit round-2 fixes for PR #74:

- strings.json + translations/en.json: removed the ``description`` key
  from all 15 rollup ``entity.sensor`` entries. HA's entity schema
  accepts ``name`` only — ``description`` was silently ignored and
  triggered translation-schema warnings on startup. The descriptive
  copy lives in PLAN.md and CHANGELOG.md where it belongs.
- tests/test_review_improvements.py::TestPeriodRollupSensorSmoke: the
  Phase 3.3 defensive guard added in sensor.py:657-660 (returns
  ``None`` when ``_current_plan_provider`` is missing or has no
  ``id``) had no test coverage. Mirror the guard in the
  ``_native_value`` helper and add two tests:
    - test_current_rollup_returns_none_when_provider_missing
    - test_savings_rollup_returns_none_when_provider_missing
  Both exercise the ``today`` and ``week`` windows so we cover the
  guard regardless of which window the user lands on first after a
  restart race or partial restore.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
CodeRabbit round-3:
- best_alternative_for_window: skip rows where the alt key is the
  bare prefix (``"alt_"`` with no plan id suffix) so a malformed
  history row cannot be ranked as the cheapest plan.
- Add test_sum_window_handles_negative_values to cover FIT credits
  and refund rows summing alongside positive costs.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds an OptionsFlow step that pins ONE CDR plan from the current ranked
alternatives as a "named comparator", and wires the coordinator to
construct a second CdrPlanProvider for that plan under the literal
`"named"` key in `_providers`. The named provider then participates in
the existing 30s tick loop (no new tick path) and contributes a
`"named"` column to `daily_cost_history` at daily rollover, which the
Phase 3.4 commit 2 rollup sensors will read.

- `const.py`: add CONF_NAMED_COMPARATOR_PLAN_ID + CONF_NAMED_COMPARATOR_PLAN.
  We persist the FULL PlanDetailV2 body (not the summarised form) because
  the evaluator needs tariffPeriod data the summary omits.

- `config_flow.py`: new `named_comparator` menu entry + step. The step
  reads ranked_alternatives + the per-day _ranking_plan_cache directly
  from the coordinator. Aborts with `no_ranked_alternatives` if either
  is empty (covers the post-install + post-midnight-cache-reset edge
  cases per plan §4.2 #1 + #3). Decision tree extracted to
  `plan_named_comparator_step()` so it's unit-testable without HA's
  app context (the OptionsFlow class itself becomes a MagicMock under
  the conftest mock tree).

- `coordinator.py`: new `build_named_comparator_provider()` module-level
  helper (same testability rationale as build_backfill_plan_set). Called
  from both __init__ AND rebuild_engine so a fresh pin lands on the
  next OptionsFlowWithReload cycle without an HA restart.

- `strings.json` + `translations/en.json`: new step title/description +
  menu label + two abort reasons. Keep distinct from the existing
  `comparators` step (which toggles live-API providers, not CDR pins).

- 22 new tests: 10 in test_config_flow_phase_3 (full decision-tree
  coverage including the full-body persistence guard, dedupe, default
  fallback when prior pin evicted from cache, plan_not_in_cache
  branch), 4 in test_coordinator_helpers (lifecycle of the named
  provider helper across all option shapes).

Lock interaction with ranking lock: none. The named comparator joins
the existing tick loop unchanged. The OptionsFlow step is a READ from
_ranking_plan_cache, which is only written under the ranking lock —
reading without the lock is safe because (a) the worst case is a brief
torn read that resolves to the abort path, and (b) the lock is held
for the duration of the ranking pipeline run, not just dict mutation.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Surfaces the Phase 3.4 commit 1/2 wiring as user-visible HA sensors:

- `sensor.pricehawk_named_cost_today`
- `sensor.pricehawk_named_cost_week`
- `sensor.pricehawk_named_cost_month`
- `sensor.pricehawk_named_cost_3month`
- `sensor.pricehawk_named_cost_year`

Subclasses the Phase 3.3 `PeriodRollupSensor` base; overrides
`native_value` + `extra_state_attributes` to read the `"named"` key
from `daily_cost_history` rather than extend the base's
`_ROLLUP_KIND` dispatch enum (which Phase 3.3 just shipped — localise
the new behaviour here instead of rewriting the base contract for
one extra kind).

Registration is CONDITIONAL on `"named" in coordinator._providers`,
so users who haven't pinned a plan don't see 5 permanently-
unavailable entities clutter their HA UI. Reads `_providers` directly
(not `data["providers"]`) so the registration check fires on first
setup before the coordinator has populated its data dict.

CHANGELOG.md gains a Phase 3.4 block under [Unreleased] documenting
the OptionsFlow step, the new sensors, lock/ranking interaction (none),
and the persistence-through-rank-churn behaviour (the pin survives the
plan dropping out of cheap-rank top-K because it lives in options,
not in derived ranking state).

strings.json + translations/en.json gain entity blocks for the 5 new
sensors. Descriptions call out the tick-by-tick cadence difference vs
the other ranked alternatives (which only refresh at daily rollover)
so users know what they bought by pinning.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two CodeRabbit findings on the Phase 3.4 named comparator.

1. The named provider added to `self._providers["named"]` was
   constructed in `__init__` and `_apply_options_update` but never
   persisted or restored. Every other CdrPlanProvider in the
   coordinator (current plan, amber, flow_power, localvolts) round-
   trips through `_async_persist_state` / `async_restore_state`, so
   on HA restart their per-day accumulators (import_cost_today, kwh)
   survive — but `named` would reset to zero while the others kept
   state, so today's rollup deltas would lie until midnight rollover.
   Added named.to_dict() to the persist block and a from_dict() call
   in restore, using `today = dt_util.now().date()` (already in scope
   above) to satisfy the AEGIS rule that from_dict MUST receive an
   explicit HA-timezone date (no `date.today()` fallback).

2. `GenericProviderCostSensor(provider_id="named")` produces
   unique_id `{entry}_named_cost_today`. `NamedComparatorRollupSensor`
   for the "today" window produces the same unique_id (since its
   _ROLLUP_KIND is "named" and the base class composes
   `{kind}_cost_{window}`). HA's entity registry drops the second
   registration silently, breaking whichever sensor the dashboard
   depends on first. Added a `provider_id == "named"` skip in the
   providers loop in `async_setup_entry` — the named comparator is
   exposed via its dedicated 5-window rollup family instead. Also
   skips the matching GenericProviderRateSensor pair so we don't
   register orphan rate sensors for the "named" key. (Only one such
   loop exists; the Phase 3.3 rollup loop and Phase 3.4 named-rollup
   loop don't have the same collision since their _ROLLUP_KIND
   differs.)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
…multi-plan layout

Full rewrite of custom_components/pricehawk/www/dashboard.html (2447 -> 940
LOC) replacing the Amber-vs-current-plan two-comparator view with the
multi-plan ranked layout from plan section 5.1.

Visual language ported from assets/dashboard-v3-apple.html (dark default,
Outfit + IBM Plex Mono, noise + ambient bg). Per-provider colour tokens
(--amber-primary, --globird-primary) replaced with semantic ones
(--accent-positive, --accent-negative, --accent-neutral) per the Phase 3.0
pivot away from provider-specific branding.

Scaffold layout per plan section 5.1:
- NAV bar (brand + connection status + clock + theme toggle)
- HERO row: current cost card + savings-vs-best-alt card
- PERIOD TABS: [Today][Week][Month*][3 Month][Year], active swaps data
- RANKED ALTERNATIVES table: #/plan/peak/supply/saving, click -> drill
- DRILL-IN CARD: per-plan stats + "Pin as Named Comparator" button
- DATA HEALTH FOOTER: backfill state / days loaded / last ranking / count

Entity reads are NOT wired yet — sample data renders so the scaffold is
visually verifiable before commit 3.5/2 binds real sensor values.

WebSocket connection logic copied verbatim from the previous dashboard:
- WS URL derived from location.protocol (AEGIS rule: never hardcode ws://)
- Token from URL params, postMessage, parent.hassConnection, or
  localStorage hassTokens (AEGIS rule: never hardcode the token)

CSP connect-src extended to include ws(s)://*.local:* so the dashboard
works on Ryan's HA Green at homeassistant.local (plan section 5.3
surprise #1). Existing localhost + Nabu Casa entries preserved.

Active period tab persists to localStorage so re-opens land on the user's
last view rather than defaulting to month every time.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
…ll entity reads

Hooks the scaffold from commit 3.5/1 up to the Phase 3.2 / 3.3 / 3.4
sensors. After WebSocket auth completes, fires a get_states + subscribes
to state_changed events for the 16 tracked entities.

Tracked entities (per plan section 5.2 + Phase 3.3 / 3.4 worker notes):
- 5 x sensor.pricehawk_current_cost_{today,week,month,3month,year}
- 5 x sensor.pricehawk_best_alt_cost_{...}    (NOT _best_alternative_cost_)
- 5 x sensor.pricehawk_savings_{...}
- 5 x sensor.pricehawk_named_cost_{...}       (NOT _named_comparator_cost_)
- sensor.pricehawk_ranked_alternatives
- sensor.pricehawk_backfill_status

Hero row binding:
- Current cost card reads sensor.pricehawk_current_cost_<window>.
- Savings card reads sensor.pricehawk_savings_<window> and colours green
  / red / muted around the +/- $0.005 deadband.
- Best-alt name pulled from ranked_alternatives.attributes.alternatives[0]
  (sensor is sorted ascending by cheap-rank score per summarize_for_sensor).
- Projected annual extrapolates active-window savings * 365/window_days.

Period tabs swap activeWindow and re-call renderHero() — all rollup
bindings re-evaluate against the new window's entity ID. Active class
mirrors localStorage so the tab UI stays in sync on cold loads.

Ranked alts table render:
- Pulls ranked_alternatives.attributes.alternatives[].
- Renders rank-pill (#1 gold), plan name + brand, peak rate, supply,
  saving. Saving column only fills for the #1 plan (the cheapest); #2..N
  show "—" because we don't have per-alt cost rollups — only the best-alt
  rollup. Avoids fabricating numbers that don't match the sensor.
- Click row → drill-in card slides up below + plan ID persists in
  selectedPlanId so re-renders after state_changed events preserve
  selection.
- Empty state ("Waiting for the daily ranking job…") covers first-install
  before the first ranking run completes.

Drill-in card:
- Stats grid: peak rate, daily supply, customer type, plan ID,
  cheap-rank score (when present).
- "Pin as Named Comparator" deep-links to the integration's Configure
  page (/config/integrations/integration/pricehawk). Per plan section 5.3
  surprise #2 + plan section 9 REVISIT 4: HA doesn't support per-step
  deep-linking; the deep-link is the locked UX for this phase.

Data Health footer renders backfill state with state-coloured value
(green=complete / amber=running / red=failed / muted=idle), days_loaded,
ranked_alternatives.last_run as relative + absolute time, and the
alternatives count.

Empty-state UI for first-run users (plan section 5.3 surprise #3): when
backfill_status.days_loaded < 7, hero rollup values are replaced with an
"Accruing… [n/365]" pill instead of showing $0.00 — surfaces clearly
that we don't have enough history yet rather than implying zero spend.

XSS hardening: all attribute-sourced strings (plan_id, display_name,
brand, customer_type) pass through escapeHtml() before innerHTML
insertion. Catches any future CDR registry payloads that include
HTML-ish characters in brand names.

30s setInterval re-renders the ranked + footer cards so the relative
timestamps ("ran 27s ago / 3h ago") tick forward without waiting for
the next state_changed event.

TDZ fix: the period-tab boot block previously called setActiveWindow()
before the entity state store consts were declared, which tripped a
ReferenceError on attrs in strict mode. Boot now defers the first full
render to the explicit boot block at the script bottom.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
…GELOG entry

Wraps Phase 3.5 with the two non-code deliverables called out in plan
section 5.2 commit 3.5/3.

assets/DESIGN.claude.md:
- New "PriceHawk Dashboard (divergence from this spec)" section at the
  end of the file. Explains WHY PriceHawk doesn't follow the Claude
  marketing-site spec (different surface context, different information
  density, different brand) and WHAT it does inherit (typographic
  rationale, card-as-surface model, accent-discipline rule).
- Documents the PriceHawk token map (--bg-base, --accent-positive
  etc) for cross-reference.
- Keeps the rest of the Claude marketing-site spec intact — no edits
  outside the new appended section.

CHANGELOG.md:
- Phase 3.5 block at the top of [Unreleased] above the existing 3.4
  entry. Documents the dashboard rewrite (entity bindings, period-tab
  swap, ranked alts render, drill-in, footer, empty-state), the CSP
  connect-src extension for *.local deployments, the deleted
  per-provider colour tokens, the deleted Amber-specific cards, and
  the manual-UAT-only test strategy (per plan section 6.3 table).

dashboard_config.py: NO behavioural change. Plan section 5.2 commit
3.5/3 calls for a "verify cache-busting still works" check; verified
that `?v=<version>.<epoch>` is appended in setup_panel_iframe and is
independent of dashboard.html contents — the rewrite doesn't affect
it. No source edit needed.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
CodeRabbit / markdownlint MD040: the fenced code block listing the
PriceHawk CSS custom properties (--bg-base, --bg-surface,
--accent-positive et al) opened with a bare ``` instead of ```css.
Tag the fence as ``css`` so the markdown renderer applies CSS syntax
highlighting and so MD040 stops flagging the block. Content is
unchanged.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
#73 (Phase 3.2) and #80 (Phase 3.3 + 3.4) were squash-merged to dev.
phase-3.5 was branched off the pre-squash stack so its merge produces
duplicate-content conflicts only in CHANGELOG.md. Taking 'ours' —
phase-3.5's CHANGELOG is a superset (includes Phase 3.5 dashboard
rewrite entry on top of 3.2/3.3/3.4 content).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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coderabbitai Bot commented May 18, 2026

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Reviewing files that changed from the base of the PR and between d301dda and e740926.

📒 Files selected for processing (3)
  • CHANGELOG.md
  • assets/DESIGN.claude.md
  • custom_components/pricehawk/www/dashboard.html

Walkthrough

This PR adds documentation for the Phase 3.5 dashboard rewrite: a changelog entry describing the multi-plan ranked-alternatives dashboard with period tabs, drill-in flow, and removed legacy components; and a design spec section explaining the dashboard's separate dark UI system, design rationale, inherited principles, and token mapping.

Changes

Phase 3.5 Dashboard Documentation

Layer / File(s) Summary
Phase 3.5 documentation
CHANGELOG.md, assets/DESIGN.claude.md
Changelog entry documents the multi-plan ranked dashboard rewrite with nav/hero/period tabs, ranked alternatives table with drill-in, empty-state behavior, and CSP hardening. Design spec section explains the dashboard's separate dark UI system, rationale for divergence, inherited typographic/structural principles, token palette, light-mode behavior, and pointers to source and deployed files.

Estimated code review effort

🎯 1 (Trivial) | ⏱️ ~3 minutes

Possibly related PRs

  • Artic0din/ha-pricehawk#75: The Phase 3.5 dashboard rewrite updates dashboard.html to render its multi-plan ranked/drill-in views based on the Phase 3.2/3.3/3.4 sensor set, which includes the Phase 3.4 "named comparator" rollup sensors and pinned-plan drill-in data introduced in the retrieved PR.
✨ Finishing Touches
🧪 Generate unit tests (beta)
  • Create PR with unit tests
  • Commit unit tests in branch phase-3.5-dashboard-rewrite
  • 🛠️ scrub-secrets
  • 🛠️ no-hardcoded-rates
  • 🛠️ amber-api-limits
  • 🛠️ dashboard-protocol-safety

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@Artic0din Artic0din merged commit 09b40db into dev May 18, 2026
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@Artic0din Artic0din deleted the phase-3.5-dashboard-rewrite branch May 18, 2026 02:42
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