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Add baseline to ISP + add ServiceType to FlexOrder #171

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ef2c575
Support direct FlexOrder without FlexOffer
tomwetjens Apr 16, 2025
b0c97eb
Add baseline to ISP
tomwetjens Apr 16, 2025
7a03b85
Add ServiceType to FlexOrder message
tomwetjens Apr 16, 2025
c493712
Update CHANGELOG.md
tomwetjens Apr 17, 2025
661800f
revert some things no belonging to this change
tomwetjens Apr 17, 2025
a203ed2
revert some things no belonging to this change
tomwetjens Apr 17, 2025
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1 change: 1 addition & 0 deletions CHANGELOG.md
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Expand Up @@ -15,6 +15,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0

### Added
* `ReferenceMessageID` attribute in `PayloadMessageResponseType` to replace the specific `*MessageID` attributes in each specific response type. This will simplify handling of response messages.
* `DefaultBaseline` and `Baseline` attributes (optional) added to ISP types, to communicate intent and allow more validations.

### Removed
* Specific `*MessageID` attributes in each response type. These have been replaced by the generic `ReferenceMessageID` attribute in the `PayloadMessageResponseType`.
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4 changes: 4 additions & 0 deletions docs/general-description/usef-general-concepts.md
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Expand Up @@ -93,9 +93,13 @@ Flexibility is expressed in Power [Watts] which is to be interpreted as the aver

All flexibility trading in USEF assumes that flexibility offers take the form of deviation from baseline, i.e. the default situation that would occur if no flexibility were activated.
Typically, the baseline is derived via an AGR nomination referred to as the D-prognosis.

However, UFTP allows for alternative baseline, where a D-prognosis is not required, and it is assumed that the AGR and DSO agree upon the baseline.
An alternative baseline could be based on a measurement (MBMA-method), a mathematical formula or a reference group, etc.
The choice of the alternative baseline and its establishment is out-of-scope for UFTP.

The UFTP trading messages either refer to D-prognosis or to an external baseline reference.
Throughout this document, the D-prognosis is used as the default baseline method.
If UFTP is used with alternative baseline, then all references to the D-prognosis can be ignored.

Baselines can be included in the ISPs when requesting or activating flexibility, to communicate the intent and allow better validations in case there was already flexibility activated before on that same ISP.
8 changes: 7 additions & 1 deletion docs/message-descriptions/message-catalog/flex-order.md
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Expand Up @@ -17,6 +17,7 @@ This ISP list should be copied from the FlexOffer message without modification:
CongestionPoint = EntityAddress
FlexOfferMessageID = UUID
ContractID = Text (only if the offer and order refer to a bilateral contract)
ServiceType = String (optional)
D-PrognosisMessageID = UUID (if present)
BaselineReference = Text (if present)
Price = CurrencyAmount
Expand All @@ -26,6 +27,8 @@ This ISP list should be copied from the FlexOffer message without modification:
ActivationFactor = Number (optional [0.01-1.00])
<ISP (1...n)
Power = Integer
DefaultBaseline = Integer (optional)
Baseline = Integer (optional)
Start = Integer
Duration = Integer (optional, default = 1)
/>
Expand All @@ -39,7 +42,8 @@ This ISP list should be copied from the FlexOffer message without modification:
| CongestionPoint | Entity Address of the Congestion Point this FlexOrder message applies to |
| FlexOfferMessageID | MessageID of the FlexOffer message this order is based on. |
| ContractID | Reference to the bilateral contract in question, if applicable. |
| D-PrognosisMessageID | MessageID of the D-Prognosis this order is based on, if present |
| ServiceType | Service type for this order, the service type determines response characteristics such as latency or asset participation type. Each contract may specify multiple service-types. |
| D-PrognosisMessageID | MessageID of the D-Prognosis this order is based on, if present. |
| BaselineReference | Identification of the baseline prognosis, if another baseline methodology is used than based on D-prognoses. |
| Price | The price for the flexibility ordered. Usually, the price should match the price of the related FlexOffer. |
| Currency | ISO 4217 code indicating the currency that applies to the price of the FlexOrder. |
Expand All @@ -48,5 +52,7 @@ This ISP list should be copied from the FlexOffer message without modification:
| ActivationFactor | The activation factor for this OfferOption. If this attribute is omitted, a default value of 1.00 must be assumed.</br>Notes:</br>The ActivationFactor must be greater than or equal to the MinActivationFactor in the OfferOption chosen from the FlexOffer. |
| ISP | |
| ⇥ Power | Power specified for this ISP in Watts. Also see the important notes about the sign of this attribute in the main documentation entry for the ISP element, section [power](power.md). |
| ⇥ DefaultBaseline | Capacity (specified in Watts) in the default situation that would occur if no flexibility were activated. |
| ⇥ Baseline | Capacity baseline (specified in Watts) before this flexibility was requested. If flexibility was activated earlier for this ISP, then this is the capacity with the deviation applied. |
| ⇥ Start | Number of the first ISP this element refers to. The first ISP of a day has number 1. |
| ⇥ Duration | The number of the ISPs this element represents. Optional, default value is 1. |
4 changes: 4 additions & 0 deletions docs/message-descriptions/message-catalog/flex-request.md
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Expand Up @@ -22,6 +22,8 @@ In addition to one or more ISP elements with Disposition=Requested, indicating t
Disposition = "Available" | "Requested"
MinPower = Integer
MaxPower = Integer
DefaultBaseline = Integer (optional)
Baseline = Integer (optional)
Start = Integer
Duration = Integer (optional, default = 1)
/>
Expand All @@ -41,5 +43,7 @@ In addition to one or more ISP elements with Disposition=Requested, indicating t
| ⇥ Disposition | indication whether the Power specified for this ISP represents available capacity or a request for reduction/increase.</br>At least one ISP should have Disposition = Requested |
| ⇥ MinPower | Lower bound for available/requested space to deviate from the baseline (in Watts).</br>For further explanation, see section [Flexibility trading between the AGR and DSO](../../general-description/validate-phase.md#flexibility-trading-between-the-agr-and-dso). Also see the important notes about the sign of this attribute in the ISP element, section [power](power.md). |
| ⇥ MaxPower | Upper bound for available/requested space to deviate from the baseline (in Watts).</br>For further explanation, see section [Flexibility trading between the AGR and DSO](../../general-description/validate-phase.md#flexibility-trading-between-the-agr-and-dso). Also see the important notes about the sign of this attribute in the ISP element, section [power](power.md). |
| ⇥ DefaultBaseline | Capacity (specified in Watts) in the default situation that would occur if no flexibility were activated. |
| ⇥ Baseline | Capacity baseline (specified in Watts) before this flexibility was requested. If flexibility was activated earlier for this ISP, then this is the capacity with the deviation applied. |
| ⇥ Start | Number of the first ISP this element refers to. The first ISP of a day has number 1. |
| ⇥ Duration | The number of the ISPs this element represents. Optional, default value is 1. |
26 changes: 25 additions & 1 deletion xsd/UFTP-agr-dso.xsd
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Expand Up @@ -6,7 +6,6 @@ SPDX-FileCopyrightText: 2020-2023 Contributors to the Shapeshifter project
SPDX-License-Identifier: Apache-2.0
-->

<!-- edited with XMLSpy v2020 sp1 (x64) (http://www.altova.com) by Erik Brouwer (ICT netherlands B.V.) -->
<xs:schema xmlns:xs="http://www.w3.org/2001/XMLSchema" elementFormDefault="qualified" attributeFormDefault="unqualified">
<xs:include schemaLocation="UFTP-common.xsd"/>
<xs:include schemaLocation="UFTP-metering.xsd"/>
Expand Down Expand Up @@ -203,6 +202,16 @@ SPDX-License-Identifier: Apache-2.0
<xs:documentation>Power specified for this ISP in Watts. Also see the important notes about the sign of this attribute in the main documentation entry for the ISP element.</xs:documentation>
</xs:annotation>
</xs:attribute>
<xs:attribute name="DefaultBaseline" type="xs:integer" use="optional">
<xs:annotation>
<xs:documentation>Capacity (specified in Watts) in the default situation that would occur if no flexibility were activated.</xs:documentation>
</xs:annotation>
</xs:attribute>
<xs:attribute name="Baseline" type="xs:integer" use="optional">
<xs:annotation>
<xs:documentation>Capacity baseline (specified in Watts) before this flexibility was requested. If flexibility was activated earlier for this ISP, then this is the capacity with the deviation applied.</xs:documentation>
</xs:annotation>
</xs:attribute>
<xs:attribute name="Start" type="xs:positiveInteger" use="required">
<xs:annotation>
<xs:documentation>Number of the first ISPs this element refers to. The first ISP of a day has number 1.</xs:documentation>
Expand Down Expand Up @@ -365,6 +374,11 @@ SPDX-License-Identifier: Apache-2.0
<xs:documentation>Reference to the concerning bilateral contract, if applicable.</xs:documentation>
</xs:annotation>
</xs:attribute>
<xs:attribute name="ServiceType" type="xs:string" use="optional">
<xs:annotation>
<xs:documentation>Service type for this order, the service type determines response characteristics such as latency or asset participation type.</xs:documentation>
</xs:annotation>
</xs:attribute>
<xs:attribute name="D-PrognosisMessageID" type="UUIDType" use="optional">
<xs:annotation>
<xs:documentation>MessageID of the D-Prognosis this request is based on, if it has been agreed that the baseline is based on D-prognoses. </xs:documentation>
Expand Down Expand Up @@ -410,6 +424,16 @@ SPDX-License-Identifier: Apache-2.0
<xs:documentation>Power specified for this ISP in Watts. Also see the important notes about the sign of this attribute in the main documentation entry for the ISP element.</xs:documentation>
</xs:annotation>
</xs:attribute>
<xs:attribute name="DefaultBaseline" type="xs:integer" use="optional">
<xs:annotation>
<xs:documentation>Capacity (specified in Watts) in the default situation that would occur if no flexibility were activated.</xs:documentation>
</xs:annotation>
</xs:attribute>
<xs:attribute name="Baseline" type="xs:integer" use="optional">
<xs:annotation>
<xs:documentation>Capacity baseline (specified in Watts) before this flexibility was requested. If flexibility was activated earlier for this ISP, then this is the capacity with the deviation applied.</xs:documentation>
</xs:annotation>
</xs:attribute>
<xs:attribute name="Start" type="xs:positiveInteger" use="required">
<xs:annotation>
<xs:documentation>Number of the first ISPs this element refers to. The first ISP of a day has number 1.</xs:documentation>
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