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Amortization: history window is fixed to previous + current billing year — please start at commissioning_date (or allow a pre-tracking benefit) #188

Description

@BMeyendriesch

Feature request for the STATS "Energie & Finanzen" page, SFML V44.2.2, HA core-2026.8.2.

What I see

/api/sfml_stats/amortization builds its series from the start of the previous billing year (2025-01 here) up to the current month — 20 observed months — regardless of commissioning_date. I set commissioning_date to 2021-07-04 via the settings dialog and the window did not move.

settings.commissioning_date:  2021-07-04
series:                       2025-01 … 2026-08  (observed_months 20)
accumulated_benefit_eur:      3865.97   progress 16.6 %   break-even 2035-05

stats_daily_energy holds complete data from 2021-07-07 (I back-filled it from my storage system's 5-minute export; yearly PV 12.2 / 11.9 / 11.5 / 12.6 MWh for 2022–2025). With those years included, the picture is quite different: roughly 10.4 k€ of a 23.3 k€ net investment recovered (about 45 %), break-even around 2032 instead of 2035. For a plant that went live five years ago, the current view makes it look three years worse than it is.

Suggestion

  1. Start the amortization history at max(commissioning_date, first date with data in stats_daily_energy) instead of the previous billing year. The monthly benefit can use the same fixed/GPM pricing as today.
  2. Alternatively (or additionally) a field in the settings dialog like "benefit before tracking started (€)", so users without old data can enter what their plant has already earned, and the progress ring and break-even start from the right point.
  3. If neither is wanted, a short note in the card that only the last two billing years are counted would at least avoid misreading.

Nothing urgent, and I can test a build against the five years of data I have. Thanks for the tool — the consumer atlas and the billing table are exactly what I was missing.

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