surge-io 0.1.9

Surge I/O — Parser/writer for MATPOWER, PSS/E RAW, IEEE CDF, XIIDM, UCTE, and JSON case formats
Documentation
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
// SPDX-License-Identifier: LicenseRef-PolyForm-Noncommercial-1.0.0
//! Shared parsing utilities for PSS/E, EPC, RAWX, and DYR parsers.

use std::collections::HashMap;

use surge_network::network::Network;
use surge_network::network::SwitchedShunt;
use thiserror::Error;

/// Remove surrounding single-quotes and trim whitespace from a token.
///
/// PSS/E and DYR files quote string fields (bus names, device IDs, model names)
/// with single quotes. This strips them for clean storage.
pub(crate) fn unquote(s: &str) -> String {
    let s = s.trim();
    if s.starts_with('\'') && s.ends_with('\'') && s.len() >= 2 {
        s[1..s.len() - 1].trim().to_string()
    } else {
        s.to_string()
    }
}

/// A raw load record before aggregation into bus Pd/Qd.
pub(crate) struct RawLoad {
    pub bus: u32,
    pub id: String,
    pub status: i32,
    pub owner: Option<u32>,
    pub pl: f64,
    pub ql: f64,
    /// Whether this load conforms to system-wide scaling (PSS/E SCALE field).
    /// `true` = conforming (default), `false` = non-conforming.
    pub conforming: bool,
    // ZIP load fractions (sum to 1.0 for each of P and Q).
    pub zip_p_impedance_frac: f64,
    pub zip_p_current_frac: f64,
    pub zip_p_power_frac: f64,
    pub zip_q_impedance_frac: f64,
    pub zip_q_current_frac: f64,
    pub zip_q_power_frac: f64,
}

/// A raw shunt record before aggregation into bus Gs/Bs.
pub(crate) struct RawShunt {
    pub bus: u32,
    pub status: i32,
    pub gl: f64,
    pub bl: f64,
}

/// A raw switched-shunt record with full PSS/E control metadata.
///
/// Used by `apply_switched_shunts()` to distinguish between fixed shunts
/// (MODSW=0, baked into `bus.shunt_susceptance_mvar`) and controlled shunts (MODSW!=0, kept as
/// discrete `SwitchedShunt` objects for the NR outer-loop controller).
#[derive(Debug)]
pub(crate) struct RawSwitchedShunt {
    /// Bus number (PSS/E external numbering).
    pub bus: u32,
    /// Control mode: 0=fixed, 1=discrete admittance, 2=reactive power, 3+=other.
    pub modsw: i32,
    /// Status: 1=in-service, 0=out-of-service.
    pub stat: i32,
    /// Upper voltage limit (pu). Shunt switches out a step when `vm > vswhi`.
    pub vswhi: f64,
    /// Lower voltage limit (pu). Shunt switches in a step when `vm < vswlo`.
    pub vswlo: f64,
    /// Regulated bus number. 0 = regulate the host bus.
    pub swrem: u32,
    /// Current operating susceptance in Mvar (positive = capacitive).
    pub binit: f64,
    /// Up to 8 (n_steps, b_per_step_mvar) blocks.
    /// Positive `b_per_step_mvar` = capacitor bank; negative = reactor bank.
    pub blocks: Vec<(i32, f64)>,
}

#[derive(Debug, Error, PartialEq, Eq)]
pub(crate) enum ApplyError {
    #[error("load references missing bus {bus}")]
    MissingLoadBus { bus: u32 },
}

/// Accumulate load records into bus Pd/Qd and populate `network.loads`.
///
/// Only in-service loads (status == 1) are applied.
pub(crate) fn apply_loads(network: &mut Network, loads: &[RawLoad]) -> Result<(), ApplyError> {
    use surge_network::network::Load;

    let bus_map: HashMap<u32, usize> = network
        .buses
        .iter()
        .enumerate()
        .map(|(i, b)| (b.number, i))
        .collect();

    for load in loads {
        if load.status != 1 {
            continue;
        }
        if !bus_map.contains_key(&load.bus) {
            return Err(ApplyError::MissingLoadBus { bus: load.bus });
        }
        network.loads.push(Load {
            bus: load.bus,
            active_power_demand_mw: load.pl,
            reactive_power_demand_mvar: load.ql,
            in_service: load.status == 1,
            conforming: load.conforming,
            id: load.id.clone(),
            zip_p_impedance_frac: load.zip_p_impedance_frac,
            zip_p_current_frac: load.zip_p_current_frac,
            zip_p_power_frac: load.zip_p_power_frac,
            zip_q_impedance_frac: load.zip_q_impedance_frac,
            zip_q_current_frac: load.zip_q_current_frac,
            zip_q_power_frac: load.zip_q_power_frac,
            owners: load
                .owner
                .map(|owner| {
                    vec![surge_network::network::OwnershipEntry {
                        owner,
                        fraction: 1.0,
                    }]
                })
                .unwrap_or_default(),
            ..Load::new(0, 0.0, 0.0)
        });
    }

    Ok(())
}

/// Accumulate shunt records into bus Gs/Bs.
///
/// Only in-service shunts (status == 1) are applied.
pub(crate) fn apply_shunts(network: &mut Network, shunts: &[RawShunt]) {
    let bus_map: HashMap<u32, usize> = network
        .buses
        .iter()
        .enumerate()
        .map(|(i, b)| (b.number, i))
        .collect();

    for shunt in shunts {
        if shunt.status != 1 {
            continue;
        }
        if let Some(&idx) = bus_map.get(&shunt.bus) {
            network.buses[idx].shunt_conductance_mw += shunt.gl;
            network.buses[idx].shunt_susceptance_mvar += shunt.bl;
        }
    }
}

/// Apply switched-shunt records to the network.
///
/// **Fixed shunts** (`MODSW = 0` or `STAT != 1`): BINIT is accumulated into
/// `bus.shunt_susceptance_mvar` as fixed susceptance, identical to the previous behaviour.
///
/// **Controlled shunts** (`MODSW != 0` and `STAT == 1`): BINIT is NOT added to
/// `bus.shunt_susceptance_mvar`. Instead, each non-zero (N, B) block becomes a discrete
/// [`SwitchedShunt`] entry on `network.controls.switched_shunts`. The NR outer control
/// loop then dispatches the shunt to hold the regulated bus voltage within the
/// `[vswlo, vswhi]` band.
///
/// `n_active_steps` for each block is initialised by greedily allocating BINIT
/// across the blocks so that the initial injection equals BINIT.
pub(crate) fn apply_switched_shunts(
    network: &mut Network,
    shunts: &[RawSwitchedShunt],
    base_mva: f64,
) {
    let bus_map: HashMap<u32, usize> = network
        .buses
        .iter()
        .enumerate()
        .map(|(i, b)| (b.number, i))
        .collect();
    let mut ordinal_by_bus: HashMap<u32, usize> = HashMap::new();

    for shunt in shunts {
        let Some(&bus_idx) = bus_map.get(&shunt.bus) else {
            continue;
        };

        // Out-of-service or fixed: treat as a plain fixed shunt at BINIT.
        if shunt.stat != 1 || shunt.modsw == 0 {
            if shunt.stat == 1 {
                network.buses[bus_idx].shunt_susceptance_mvar += shunt.binit;
            }
            continue;
        }

        // Controlled shunt — build discrete SwitchedShunt objects, one per block.
        // v_target is the midpoint of the [vswlo, vswhi] band.
        let v_target = (shunt.vswhi + shunt.vswlo) / 2.0;
        // Dead-band is the full [vswlo, vswhi] width, minimum 0.02 pu.
        let v_band = (shunt.vswhi - shunt.vswlo).abs().max(0.02);

        // Regulated bus: SWREM = 0 means self-regulation.
        let bus_regulated = if shunt.swrem != 0 {
            if bus_map.contains_key(&shunt.swrem) {
                shunt.swrem
            } else {
                shunt.bus
            }
        } else {
            shunt.bus
        };
        let next_ordinal = ordinal_by_bus.entry(shunt.bus).or_insert(0);

        // Greedy allocation of BINIT across blocks to initialise n_active_steps.
        let mut binit_remaining = shunt.binit; // Mvar

        for &(ni, bi) in &shunt.blocks {
            if ni <= 0 || bi.abs() < 1e-9 {
                continue;
            }

            // Compute initial active steps from remaining BINIT.
            let n_active_steps = if bi > 0.0 {
                // Capacitor block — steps are positive.
                let active = (binit_remaining / bi).round() as i32;
                active.clamp(0, ni)
            } else {
                // Reactor block — steps are stored as negative (convention: ≤ 0).
                // binit_remaining / bi is positive (both negative), so negate before clamping.
                let n_steps = (binit_remaining / bi).round() as i32;
                (-n_steps).clamp(-ni, 0)
            };

            // Subtract the Mvar contribution using |n_active_steps| × bi so the sign
            // is correct for both capacitor (bi > 0) and reactor (bi < 0) conventions.
            binit_remaining -= n_active_steps.unsigned_abs() as f64 * bi;
            *next_ordinal += 1;

            network.controls.switched_shunts.push(SwitchedShunt {
                id: format!("switched_shunt_{}_{}", shunt.bus, *next_ordinal),
                bus: shunt.bus,
                bus_regulated,
                b_step: bi.abs() / base_mva,
                n_steps_cap: if bi > 0.0 { ni } else { 0 },
                n_steps_react: if bi < 0.0 { ni } else { 0 },
                v_target,
                v_band,
                n_active_steps,
            });
        }

        // If no blocks were specified but BINIT != 0, create a single-block
        // approximation so BINIT is represented in the discrete model.
        if shunt.blocks.iter().all(|&(n, b)| n <= 0 || b.abs() < 1e-9) && shunt.binit.abs() > 1e-9 {
            // Represent as one step of size |BINIT|.
            let bi = shunt.binit;
            *next_ordinal += 1;
            network.controls.switched_shunts.push(SwitchedShunt {
                id: format!("switched_shunt_{}_{}", shunt.bus, *next_ordinal),
                bus: shunt.bus,
                bus_regulated,
                b_step: bi.abs() / base_mva,
                n_steps_cap: if bi > 0.0 { 1 } else { 0 },
                n_steps_react: if bi < 0.0 { 1 } else { 0 },
                v_target,
                v_band,
                n_active_steps: if bi > 0.0 { 1 } else { -1 },
            });
        }
    }
}

/// Fix vmin/vmax values that are in kV rather than per-unit, zero, or mis-ordered.
///
/// Detects voltage limits stored in kV (older PSS/E files) by checking if either
/// exceeds 10.0/100.0, and applies safe defaults (0.9/1.1 p.u.). Also guards
/// against zero or negative values and swaps if vmin > vmax.
pub(crate) fn sanitize_voltage_limits(network: &mut Network) {
    for bus in &mut network.buses {
        if bus.voltage_min_pu > 10.0 || bus.voltage_max_pu > 100.0 {
            tracing::warn!(
                "bus {}: vmin={:.2}, vmax={:.2} appear to be in kV, not p.u.; \
                 resetting to 0.9/1.1 p.u.",
                bus.number,
                bus.voltage_min_pu,
                bus.voltage_max_pu
            );
            bus.voltage_min_pu = 0.9;
            bus.voltage_max_pu = 1.1;
        }
        if bus.voltage_min_pu <= 0.0 {
            bus.voltage_min_pu = 0.9;
        }
        if bus.voltage_max_pu <= 0.0 {
            bus.voltage_max_pu = 1.1;
        }
        if bus.voltage_min_pu > bus.voltage_max_pu {
            std::mem::swap(&mut bus.voltage_min_pu, &mut bus.voltage_max_pu);
        }
    }
}

#[cfg(test)]
mod tests {
    use super::*;
    use surge_network::Network;
    use surge_network::network::{Bus, BusType};

    /// Build a minimal 1-bus network for shunt parsing tests.
    fn one_bus_network(bus_num: u32) -> Network {
        let mut net = Network::new("test");
        net.base_mva = 100.0;
        net.buses = vec![Bus::new(bus_num, BusType::Slack, 100.0)];
        net
    }

    // -------------------------------------------------------------------------
    // apply_switched_shunts: fixed shunts (MODSW=0)
    // -------------------------------------------------------------------------

    #[test]
    fn fixed_shunt_baked_into_bus_bs() {
        let mut net = one_bus_network(5);
        let shunts = vec![RawSwitchedShunt {
            bus: 5,
            modsw: 0,
            stat: 1,
            vswhi: 1.1,
            vswlo: 0.9,
            swrem: 0,
            binit: 50.0, // 50 Mvar capacitor
            blocks: vec![],
        }];
        apply_switched_shunts(&mut net, &shunts, 100.0);
        // Fixed shunt baked into bus.shunt_susceptance_mvar; switched_shunts stays empty.
        assert!(
            (net.buses[0].shunt_susceptance_mvar - 50.0).abs() < 1e-9,
            "fixed shunt BINIT must be in bus.shunt_susceptance_mvar"
        );
        assert!(
            net.controls.switched_shunts.is_empty(),
            "no discrete SwitchedShunt objects for a fixed shunt"
        );
    }

    #[test]
    fn out_of_service_shunt_ignored() {
        let mut net = one_bus_network(5);
        let shunts = vec![RawSwitchedShunt {
            bus: 5,
            modsw: 1, // controlled, but out of service
            stat: 0,
            vswhi: 1.1,
            vswlo: 0.9,
            swrem: 0,
            binit: 50.0,
            blocks: vec![(1, 50.0)],
        }];
        apply_switched_shunts(&mut net, &shunts, 100.0);
        assert!(
            (net.buses[0].shunt_susceptance_mvar).abs() < 1e-9,
            "OOS shunt must not affect bus.shunt_susceptance_mvar"
        );
        assert!(net.controls.switched_shunts.is_empty());
    }

    // -------------------------------------------------------------------------
    // apply_switched_shunts: controlled shunts (MODSW != 0)
    // -------------------------------------------------------------------------

    #[test]
    fn controlled_shunt_creates_switched_shunt_not_in_bus_bs() {
        let mut net = one_bus_network(5);
        // 4 steps × 50 Mvar each = 200 Mvar total cap; BINIT = 150 Mvar (3 steps in)
        let shunts = vec![RawSwitchedShunt {
            bus: 5,
            modsw: 1,
            stat: 1,
            vswhi: 1.05,
            vswlo: 0.95,
            swrem: 0,
            binit: 150.0,
            blocks: vec![(4, 50.0)],
        }];
        apply_switched_shunts(&mut net, &shunts, 100.0);

        // BINIT must NOT be in bus.shunt_susceptance_mvar for a controlled shunt.
        assert!(
            net.buses[0].shunt_susceptance_mvar.abs() < 1e-9,
            "controlled shunt BINIT must not be baked into bus.shunt_susceptance_mvar"
        );

        // One discrete SwitchedShunt object must be created.
        assert_eq!(net.controls.switched_shunts.len(), 1);
        let ss = &net.controls.switched_shunts[0];
        assert_eq!(ss.bus, 5);
        assert_eq!(ss.bus_regulated, 5);
        assert_eq!(ss.n_steps_cap, 4);
        assert_eq!(ss.n_steps_react, 0);
        assert!(
            (ss.b_step - 50.0 / 100.0).abs() < 1e-9,
            "b_step = 50 Mvar / 100 MVA = 0.5 pu"
        );
        // Initial steps: 150 Mvar / 50 Mvar_per_step = 3 steps.
        assert_eq!(ss.n_active_steps, 3);
        // Voltage band midpoint = (1.05 + 0.95) / 2 = 1.0.
        assert!((ss.v_target - 1.0).abs() < 1e-9);
        // Voltage band width = 1.05 - 0.95 = 0.10.
        assert!((ss.v_band - 0.10).abs() < 1e-9);
    }

    #[test]
    fn controlled_shunt_multi_block() {
        let mut net = one_bus_network(1);
        // Two blocks: 2 × 100 Mvar cap + 4 × 50 Mvar cap.
        // BINIT = 300 Mvar → block1 fully on (2 steps), block2 has 2 of 4 steps.
        let shunts = vec![RawSwitchedShunt {
            bus: 1,
            modsw: 1,
            stat: 1,
            vswhi: 1.05,
            vswlo: 0.95,
            swrem: 0,
            binit: 300.0,
            blocks: vec![(2, 100.0), (4, 50.0)],
        }];
        apply_switched_shunts(&mut net, &shunts, 100.0);

        assert!(net.buses[0].shunt_susceptance_mvar.abs() < 1e-9);
        assert_eq!(net.controls.switched_shunts.len(), 2);

        // Block 1: 2 steps × 100 Mvar → fully allocated (200 Mvar of 300).
        let b1 = &net.controls.switched_shunts[0];
        assert_eq!(b1.n_steps_cap, 2);
        assert!((b1.b_step - 1.0).abs() < 1e-9); // 100/100 = 1.0 pu
        assert_eq!(b1.n_active_steps, 2); // fully on

        // Block 2: 4 steps × 50 Mvar → 2 steps active (100 Mvar of remaining 100).
        let b2 = &net.controls.switched_shunts[1];
        assert_eq!(b2.n_steps_cap, 4);
        assert!((b2.b_step - 0.5).abs() < 1e-9); // 50/100 = 0.5 pu
        assert_eq!(b2.n_active_steps, 2);
    }

    #[test]
    fn controlled_shunt_no_blocks_uses_binit_as_single_step() {
        let mut net = one_bus_network(3);
        let shunts = vec![RawSwitchedShunt {
            bus: 3,
            modsw: 1,
            stat: 1,
            vswhi: 1.05,
            vswlo: 0.95,
            swrem: 0,
            binit: 75.0,
            blocks: vec![], // no block data provided
        }];
        apply_switched_shunts(&mut net, &shunts, 100.0);

        // Should create a single-step approximation.
        assert_eq!(net.controls.switched_shunts.len(), 1);
        let ss = &net.controls.switched_shunts[0];
        assert_eq!(ss.n_steps_cap, 1);
        assert_eq!(ss.n_active_steps, 1);
        assert!((ss.b_step - 0.75).abs() < 1e-9); // 75/100 = 0.75 pu
    }

    #[test]
    fn reactor_block_creates_react_steps() {
        let mut net = one_bus_network(2);
        // Reactor: 3 steps × -100 Mvar each; BINIT = -200 Mvar (2 steps in).
        let shunts = vec![RawSwitchedShunt {
            bus: 2,
            modsw: 1,
            stat: 1,
            vswhi: 1.05,
            vswlo: 0.95,
            swrem: 0,
            binit: -200.0,
            blocks: vec![(3, -100.0)],
        }];
        apply_switched_shunts(&mut net, &shunts, 100.0);

        assert_eq!(net.controls.switched_shunts.len(), 1);
        let ss = &net.controls.switched_shunts[0];
        assert_eq!(ss.n_steps_cap, 0);
        assert_eq!(ss.n_steps_react, 3);
        assert!((ss.b_step - 1.0).abs() < 1e-9); // |−100| / 100 = 1.0 pu
        assert_eq!(ss.n_active_steps, -2); // 2 reactor steps in
    }

    #[test]
    fn apply_loads_rejects_missing_bus_reference() {
        let mut net = one_bus_network(1);
        let loads = vec![RawLoad {
            bus: 99,
            id: String::new(),
            status: 1,
            owner: None,
            pl: 10.0,
            ql: 5.0,
            conforming: true,
            zip_p_impedance_frac: 0.0,
            zip_p_current_frac: 0.0,
            zip_p_power_frac: 1.0,
            zip_q_impedance_frac: 0.0,
            zip_q_current_frac: 0.0,
            zip_q_power_frac: 1.0,
        }];

        let err = apply_loads(&mut net, &loads).expect_err("missing bus should be rejected");
        assert_eq!(err, ApplyError::MissingLoadBus { bus: 99 });
        assert!(net.loads.is_empty());
    }
}