DATA-02: a real Belgian price year, so AC4 stops being unmeetable

OPT-04 reported AC4 - "net-positive across 12 months of replayed prices" -
as NOT MET and replayed a synthetic year, because scenarios/ held only P1
meter captures. Right call, wrong diagnosis: the criterion was being carried
beside a 30-day METER criterion as though both needed waiting. EPEX BE
day-ahead is public data, not a capture. It needed a fetch.

8760 hourly points, 2025-09-01 to 2026-09-01 Brussels-local, canonical three
fields. Licence checked BEFORE committing: Energy-Charts publishes the BE
zone under CC BY 4.0 from Bundesnetzagentur | SMARD.de and other zones under
private-use-only terms, so this one is redistributable with attribution. The
fetcher refuses to write a file whose per-response license_info stops saying
so. Cross-checked against SMARD's own 4996/DE: 96 of 96 quarter-hours, max
difference 0.00 EUR/MWh.

Raw wholesale, and the file says so. all_in: false, with the markup/tax
assumption carried as numbers to APPLY rather than numbers applied -
TARIFF-02's trap in data form. Section 7B applies it in one visible place and
asserts arithmetically that its additive terms cancel out of every daily
spread, so the trade count turns on the VAT multiplier alone; the raw replay
is run too, so how much rests on the guess is reported (110 vs 88).

DST by construction: iterate in UTC, render through price.brussels().
2025-10-26 is 25 points, 2026-03-29 is 23, verified by counting per Brussels
day rather than asserting 24, and by checking October's 02:00 appears twice
at two offsets with two prices while March's never appears. Both bugs the
point-and-gap accounting caught were real: a UTC-bounded window made the
first day 22 hours, and an inclusive-end off-by-one dropped the last day
silently. A day nobody asked for is not a day with no prices.

THE RESULT, AT THE SHIPPED DEFAULT, WHATEVER IT IS. At 0.10 widened 1.5x to
0.1500: 110 round trips, +24.88 EUR net of the cycle cost. Unwidened, 173.
Nothing tuned - the threshold and the 2.5/1.5 factors are untouched.

And what the owner's decision now has under it: the four reports that a
static ~0.0840 spread does not clear 0.10 all STAND. What was missing is that
a dynamic site clears the widened requirement on 121 of 365 days, median
all-in spread 0.1130, so a median day would clear at 0.0754 - 156 trips,
+35.42 EUR. Reported, not applied.

The synthetic year stays, because the real one cannot grade section 17: not
one of 365 days has a negative DEAREST hour, so a zero there counts something
that could not happen. 7B asserts that degeneracy rather than reporting the
zero.

Size measured, not assumed: 893 KB plain but 74.6 KB as a git object against
56.5 KB gzipped. Git already compresses; 18 KB is not worth making the
provenance block - the licence claim a reviewer must check - unreadable in a
diff.

Nothing wired into the add-on; generic_dayahead is still the live path.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_015VXjA3LWccN1rJsk3okyPC

goodwe_controller/CHANGELOG.md

@@ -2,6 +2,82 @@
 
 ## Unreleased
 
+**OPT-04's AC4 is met: twelve months of real EPEX BE day-ahead prices are now in
+the repository, and the strategy has been replayed against them (DATA-02).**
+AC4 asked for "net-positive across 12 months of replayed prices". OPT-04 shipped
+it as NOT MET and replayed a synthetic year instead, because `scenarios/` held
+only P1 meter captures. That was the right call at the time and the wrong
+diagnosis of why: the criterion was being carried alongside a 30-day *meter*
+criterion as though both needed waiting, and EPEX BE day-ahead is **public data,
+not a capture**. It needed a fetch, not a month.
+
+`scenarios/epex-be-dayahead-2025-09-01_2026-09-01.json` — **8760 hourly points**,
+2025-09-01 to 2026-09-01 Brussels-local, in §9.3's canonical three-field shape.
+`scenarios/fetch_epex_be.py` produced it and `--verify` re-derives every claim it
+makes about itself without touching the network.
+
+**Licensing was checked before anything was committed.** The source is
+Fraunhofer ISE's Energy-Charts API, which publishes the **BE** zone under
+**CC BY 4.0 from Bundesnetzagentur | SMARD.de** and other zones under
+private-use-only terms — so this zone is redistributable with attribution and the
+data is committed rather than left as a script plus a checksum. The fetcher
+**refuses to write a file** whose per-response `license_info` stops saying
+CC BY 4.0. Cross-checked against the upstream: SMARD's own `4996/DE` series
+matched this feed on all 96 quarter-hours of 2026-04-10, maximum difference
+0.00 EUR/MWh.
+
+**The figures are raw wholesale and the file says so.** `"all_in": false`, with
+the markup/tax assumption carried in `provenance.all_in_assumption` as *numbers
+to apply* rather than numbers already applied — TARIFF-02's double-counting trap
+in data form. `test_arbitrage.py` section 7B applies it in one visible place and
+**asserts arithmetically** that its two additive terms cancel out of every daily
+spread, so the trade counts depend on the VAT multiplier alone and not on the
+guessed markup. The same replay is run on raw wholesale as well, so how much of
+the answer rests on the guess is reported (110 trades all-in, 88 raw).
+
+**DST is handled by construction, not by a special case.** The fetcher iterates
+in UTC and renders through `price.brussels()`, so **2025-10-26 comes out 25
+points and 2026-03-29 comes out 23** — verified by counting per Brussels day
+rather than asserting 24, and by checking that October's 02:00 appears twice at
+`+02:00` and `+01:00` with two different prices while March's 02:00 does not
+appear at all. The window is bounded at *local* midnight: bounding it at 00:00
+UTC produced a 22-hour first day, and a 24-hour day silently missing from the
+end, both of which the point-and-gap accounting caught.
+
+**The result, at the shipped default, whatever it is.** At
+`cycle_cost_threshold_eur` **0.10** widened by FCST-03's no-weather **1.5×** to a
+required 0.1500 EUR/kWh, the real year completes **110 round trips** and is
+**net-positive at +24.88 EUR** of benefit net of the cycle cost (2 kWh a trade).
+Unwidened it completes 173. **Nothing was tuned:** the shipped default and the
+2.5/1.5 factors are untouched, and every figure comes out of the same `decide()`.
+
+**What the product owner's open decision now has under it.** The four
+independent reports that a static day/night spread of ~0.0840 does not clear
+0.10 **all stand** — a static-tariff site still never trades. What was missing
+was the other half: a *dynamic* site's daily spread clears the widened
+requirement on **121 of 365 days**, median daily all-in spread **0.1130**. The
+threshold at which a median day would clear is **0.0754**, and at that value the
+same year completes 156 trips for +35.42 EUR. Both numbers are reported; neither
+is applied.
+
+**And the synthetic year stays, because the real one cannot grade §17.** Not one
+of the 365 real days has a negative *dearest* hour — 372 negative wholesale hours
+and 0 days where the strategy would have sold into one — so "0 discharges into a
+negative-price hour" over real prices is a count of something that could not
+happen, and deleting the guard would not change it. Section 7B asserts that
+degeneracy instead of quietly reporting the zero; section 7's generator is still
+the only thing here that puts a negative price where the strategy would sell.
+
+**Size, measured rather than assumed.** Plain JSON: 893 KB in the working tree
+but **74.6 KB as a git object**, against 56.5 KB for a committed `.json.gz`. Git
+already compresses blobs, so gzipping saves 18 KB and costs a reviewer the
+ability to read the provenance block — including the licence claim they are
+meant to check — in the diff. Plain, and `load()` still accepts `.gz` for a
+future dataset that earns it.
+
+**Nothing is wired into the add-on.** `generic_dayahead` remains the live fetch
+path; nothing under `app/` imports the script, and the dataset is for replay.
+
 **The capacity-peak guard's forced discharge now has an EMS-side energy floor
 (SAFETY-24).** SAFETY-07 can command a discharge to hold a billed quarter down,
 and nothing below it consulted the state of charge — `soc_floor` belongs to the