RFC: Morning Occupancy Overestimation & Ingress Calibration Asymmetry #11
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RFC: Morning Occupancy Overestimation & Ingress Calibration Asymmetry
Issue Reference: Forgejo Issue #11
Status: Open / Under Review
Date: 2026-09-08
Author: AI Pair Programmer / Gabriel Ramos
Components:
app/services/occupancy_service.py,app/schemas/occupancy_models.py,app/services/analytics_service.py1. Executive Summary & Problem Statement
The Proportional Exit Scaling Model (
O(t) = \max(N_{\text{patrol}}, \text{round}(I(t) - \hat{k} \cdot E(t) + N_{\text{patrol}}))successfully resolves nocturnal end-of-day drift (\hat{k} \approx 1.1105, absorbing\approx 2,500daily uncounted departures without negative drift accumulation).However, real-world operational observations reveal that morning occupancy estimates substantially overshoot physical reality.
Live Evidence (Tuesday 2026-09-08 at 11:00 AM)
The mathematical calculations and code execution are 100% numerically sound according to the formula. However, the results are not representative of physical reality during the morning accumulation phase.
2. Root Cause Analysis: The Mechanics of Morning "Softness"
A. Back-Loaded Calibration Asymmetry
The model applies the scaling correction factor exclusively to Exits (
E), not to Entrances (I):At 11:00 AM on 2026-09-08:
I(t) = 3,061E(t) = 1,492I(t) - E(t) = +1,569\hat{k}:1.1105(1.1105 - 1.0) \times 1,492 = \mathbf{-165 \text{ persons}}3,061 - (1.1105 \times 1,492) + 8 = \mathbf{1,412 \text{ persons}}Because the mall is in its morning inflow phase, cumulative departures are still low (
E = 1,492). Scaling departures by+11\%only removes165people from the net count. The model is forced to assume that the remaining1,412people who entered are still physically inside the building.I)E)I - E)(\hat{k}-1) \cdot EO(t)N_{\text{patrol}})The corrective power of the proportional model is near zero in the morning and expands progressively throughout the day, reaching full impact only during the evening closing wave.
B. The Single-Sided Error Assumption
The proportional model assumes:
In physical retail environments, this assumption breaks down during off-peak and morning hours:
Before the mall opens to the public at 10:00 AM, cleaning crews, delivery vendors, contractors, security guards, and retail staff repeatedly cross entrance tripwires (carrying supplies, waste disposal, coffee/smoking breaks). Bidirectional tripwires register every re-entry as a new
+1Ingress, accumulating hundreds of artificial entries before the first shopper arrives.Guards and personnel standing near main glass entrance vestibules repeatedly re-trigger "IN" line-crossing events.
Live diagnostics from
/api/analytics/calibration/camera-diagnosticsreveal major directional skew across portals:16,585| Out:12,871| Net: $+3,714$ | Ratio: 1.29 (FLAGGED_OCCLUSION)3,377| Out:2,196| Net: $+1,181$ | Ratio: 1.54 (FLAGGED_OCCLUSION)39,328| Out:33,221| Net: $+6,107$ | Ratio: 1.1811,890| Out:14,259| Net: $-2,369$ | Ratio: 0.83 (FLAGGED_DEFICIT)If entrance cameras overcount during the morning, scaling
Ecannot resolve the issue early in the day because there are simply not enough exits yet to absorb the surplus.C. Comparison with Legacy Model (
FLAT_OFFSET)O(t) = \max(0, I(t) - E(t) + \beta)):At 11:00 AM, yesterday's cumulative end-of-day drift (
\beta = -2,461) was applied as a flat subtraction from minute 1: This produced the "frozen at 0 until 2:00 PM" failure.PROPORTIONAL_RATIO):Eliminated the 0-clamping bug, but swung to the opposite extreme in the morning by treating morning net inflow as immediate physical occupancy.
3. Proposed Engineering Solutions
Proposal 1: Dual-Factor Proportional Scaling (
\alpha \cdot I(t) - \hat{k} \cdot E(t))Introduce an Ingress Damping Coefficient
\alpha \in [0.90, 0.98](or portal-specific weights) to dampen repetitive employee and tripwire churn during early hours:If
\alpha = 0.93and\hat{k} = 1.05:(Can be tuned dynamically by time of day).
Proposal 2: Pre-Opening Operational Cut-Off (Two-Phase Business Cycle)
Separate the 24-hour cycle into two distinct phases:
\approx 80 - 150staff).Proposal 3: Dwell-Time & Turnover Bounding Decay
Integrate an empirical dwell-time decay function:
45 - 90minutes.2,000people entered before 09:30 AM on a weekday, and retail stores were not yet open, an exponential turnover decay reduces the un-exited morning phantom count toward baseline unless sustained by subsequent retail transactions.Proposal 4: Physical Tripwire Re-tuning on Flagged Portals
Hardware diagnostics show that two portals account for
+4,895of unclosed net flow:4. Next Steps
🔬 Architecture Investigation, Mathematical Prototype & Specification
Following extensive domain modeling and prototyping against the problem stated in Issue #11, we have completed the mathematical design, simulated the 24-hour telemetry curve, and formalized the architectural decisions.
All code and documentation have been committed to
masterin commitb384b7b.1. Root Cause Synthesis: The Mechanics of Morning Inflation
The Proportional Exit Scaling Model (
O(t) = \max(N_{\text{patrol}}, \text{round}(I(t) - \hat{k} \cdot E(t) + N_{\text{patrol}}))works accurately at closing because large cumulative departures (E \approx 24,000) allow\hat{k} \approx 1.1162to scale exits by+11.6\%, absorbing\approx 2,800uncounted exits and landing on the8resting guards at the nocturnal quiet window.However, during morning hours, this single-accumulator model fails for three physical reasons:
(\hat{k} - 1.0) \cdot E(t)) has near-zero authority in the morning. At 11:00 AM, with only1,492exits, scaling only removes173counts, leaving+1,400unabsorbed.2. Formally Recorded Decisions (ADR 0001 & CONTEXT.md)
docs/adr/0001-two-phase-dwell-bounded-occupancy.mdCONTEXT.mdFour Dynamic Temporal Anchors (Zero Hardcoded Times):
open_time(OPENING_TIME): Public retail doors open. Varies dynamically per schedule/holiday (occupancy_daily_schedule,occupancy_holidays,occupancy_config).close_time(CLOSING_TIME): Retail operations terminate (e.g. midnight or 22:00); public ingress drops to 0.calibration_window_start/calibration_window_end(QUIET_WINDOW): Nocturnal window (default03:30–04:30) where facility is empty except for resting security (N_{\text{patrol}} = 8).daily_reset_time(DAILY_RESET_TIME): Daily cycle rollover (default04:00).3. The Prototyped Solution: Two-Phase Dwell-Bounded Model
T_{\text{reset}} \le t < T_{\text{open}}):Instead of an artificial flat clamp, an S-curve arrival envelope tracks the employee arrival wave dynamically in the window leading up to
open_time. Early visitors entering in the 45 minutes before opening (cafes/banking queue) contribute dynamically, producing an organic progression (8 \to 12 \to 20 \to 53 \to 106 \to 207 \to 255 \to 180) that smoothly transitions into opening.T_{\text{open}} \le t \le T_{\text{close}}):Customer occupancy is governed by a dynamic Little's Law physical bound: where
W(t)is the dynamic customer dwell window (capped atW_{\max} = 150\text{ min}). Stale pre-opening volume naturally expires, eliminating the+978phantom counts.During peak hours (
15:00 \to 19:00), high recent customer inflow ensures the dwell bound is non-restrictive. The curve apex and slope are dictated organically by the live camera flow differentials (\frac{dI}{dt} - \hat{k}\frac{dE}{dt}), peaking cleanly around ~3,260 persons without artificial capping.After
close_time, public customer inflow drops to zero. As customers evacuate, the model converges smoothly toN_{\text{patrol}} = 8at the nocturnal quiet window with zero residual drift.Portals are recognized by their macroscopic pedestrian roles (
NATURAL_INGRESS_PORTALnear transit vsNATURAL_EGRESS_PORTALnear parking) when the facility is globally balanced, reservingFLAGGED_OCCLUSIONfor true hardware sensor errors.4. Side-by-Side 24-Hour Simulation Matrix
5. Primary Source Prototypes & Committed Code
The prototype implementation has been committed to the repository and is available for interactive inspection:
app/services/prototype_occupancy_comparison.htmlapp/services/prototype_occupancy_math.pydocs/adr/0001-two-phase-dwell-bounded-occupancy.mdCONTEXT.mdb384b7b6. Next Steps
Ready to proceed with production implementation via
/tddto integrate this validated formulation intoapp/services/occupancy_service.pyandapp/services/analytics_service.py.📊 Mathematical & Statistical Audit: Verification of Issue #11 & Proposed Solutions
Following a formal statistical review conducted under the Scientific Agent Skills framework, this audit verifies the numerical claims, tests the underlying assumptions, diagnoses an architectural discrepancy between the spec and prototype code, and provides the mathematical formulation needed to open the production PR.
1. Verification of Arithmetic & Diagnosis in Issue #11
Numerical Soundness of the Problem Statement: 100% Sound.
At 11:00 AM on 2026-09-08, with cumulative ingress
I(t) = 3,061, egressE(t) = 1,492,\hat{k} = 1.1105, andN_{\text{patrol}} = 8:The math as implemented is numerically exact.
Confidence Interval Diagnostic (
1,412[1,384 \text{ -- } 1,440]):The calculation propagates Poisson noise (
\epsilon = 2.5\%) and database-learned exit variance (\sigma_k^2 \approx 0.0000905):Statistical Insight: While algebraically sound, this CI measures stochastic precision, not systematic accuracy. The observed discrepancy (
1,412 - 200 = +1,212) is $84.8\sigma$ away from physical reality, quantitatively proving that the morning overestimation is caused by structural omitted-variable bias (unmonitored service egress and line churning), not random sensor noise.Portal Directional Asymmetry Hypothesis Testing:
A
\chi^2goodness-of-fit test against bidirectional symmetry (H_0: p_{\text{in}} = 0.50) validates the macroscopic pedestrian routing thesis:16,585/ Out12,871(Ratio1.289)\to \chi^2(1) = 468.28, p < .001, \text{Cohen } h = 0.1263,377/ Out2,196(Ratio1.538)\to \chi^2(1) = 250.27, p < .001, \text{Cohen } h = 0.21439,328/ Out33,221(Ratio1.184)\to \chi^2(1) = 514.07, p < .001, \text{Cohen } h = 0.08411,890/ Out14,259(Ratio0.834)\to \chi^2(1) = 214.62, p < .001, \text{Cohen } h = -0.091(Deficit / Egress specialized)71,180/ Out62,547\to \chi^2(1) = 557.51, p < .001, \text{Cohen } h = 0.065(Aggregate ratio:1.138).This confirms that portal-level asymmetry is physically normal (urban transit vs. parking flows), supporting the ADR 0001 topological classification (
NATURAL_INGRESS_PORTALvs.NATURAL_EGRESS_PORTAL).2. Critical Audit Finding: Mathematical Discrepancy Between Spec and Prototype Code
Cross-examination of the committed artifacts (
b384b7band469f855) reveals two conflicting mathematical formulations:Formulation A (Written in ADR 0001 &
prototype_occupancy_comparison.html):1,800, makingN_{\text{staff}} + \int dI = 180 + 1,800 = \mathbf{1,980}. Because\mathcal{O}_{\text{raw}}(12:00) = \mathbf{1,864} < 1,980, themin()operator deactivates. Formulation A completely reverts to raw occupancy for the entire afternoon and evening, resurrecting the+978morning phantom headcount at peak hours (4,239at 17:00 instead of3,261).Formulation B (Implemented in
prototype_occupancy_math.py& Simulation Table):Strength: Effectively isolates morning pre-opening churn (
+978phantom counts eliminated).Contradiction & The Double-Correction Paradox:
\hat{k} \approx 1.1162was derived over the full 24-hour cycle to absorb both morning backdoor exits and evening occlusion. Applying\hat{k} = 1.1162to retail exits\Delta Ewhile simultaneously discarding morning entries atT_{\text{open}}double-corrects the morning deficit. At closing (22:00), retail occupancy collapses into negative values (-1,281), which forced commit469f855to hardcode an artificial evacuation decay curve from163visitors.Comment #380 Entry Mismatch: In Comment #380's table,
O(23:00) = 8was copied from commitb384b7b. Commit469f855subsequently introduced the evacuation wave, yieldingO(23:00) = 176.3. Unified Production Formulation (Ready for PR)
To ensure the production implementation is robust across different commercial facilities without hardcoded step-cliffs or ad-hoc overrides:
Formalize Decoupled Retail Flow in ADR 0001:
Replace the pure
min(O_raw, bound)spec with the verified Two-Phase decoupled formulation:Decouple Calibration Scales (Eliminate Double-Correction):
\Delta_{\text{pre}} = I(T_{\text{open}}) - E(T_{\text{open}}) - (N_{\text{staff}} - N_{\text{patrol}}).\hat{k}_{\text{retail}}): Calibrate the daytime exit multiplier strictly over public retail hours (T_{\text{open}} \to T_{\text{close}}), where\hat{k}_{\text{retail}} \approx 1.05 \text{ -- } 1.07(pure optical occlusion). This prevents negative collapse at closing and allows natural convergence toN_{\text{patrol}}without hardcoded visitor constants.Synchronize Prototype Files:
Update
prototype_occupancy_comparison.htmlto align its calculation module withprototype_occupancy_math.pyso UI simulation reflects the true mathematical trajectory.4. Implementation Plan for PR
docs/adr/0001-two-phase-dwell-bounded-occupancy.md: Update decision section with the unified piecewise formulation and the two-tier calibration rationale.app/services/prototype_occupancy_comparison.html: Synchronize JavaScriptcalculateProposedMathwith the Python prototype.app/services/occupancy_service.py: Implement the Two-Phase Dwell-Bounded logic insideOccupancyManager.calculate_occupancy()and updateCalibrationDaemonto compute\hat{k}_{\text{retail}}.tests/test_occupancy_proportional_calibration.py: Add regression tests verifying pre-opening staff envelope, 11:00 AM dwell bounds (O \approx 300 - 450), peak unconstrained continuity (O \approx 3,260), and nocturnal quiet window convergence (O = 8).Audit executed per Scientific Agent Skills specification (Kassis et al., 2026, arXiv:2609.00065).
Draft PR opened in branch
feat/two-phase-dwell-bounded-occupancyto implement the audited Two-Phase Dwell-Bounded model and decoupled retail calibration: #12 (#12).