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EOS/src/akkudoktoreos/config/config.py

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"""This module provides functionality to manage and handle configuration for the EOS.
The module including loading, merging, and validating JSON configuration files.
It also provides utility functions for working directory setup and date handling.
Key features:
- Loading and merging configurations from default or custom JSON files
- Validating configurations using Pydantic models
- Managing directory setups for the application
"""
import json
import os
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
import sys
import tempfile
from pathlib import Path
feat: add Home Assistant and NodeRED adapters (#764) Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. The fix includes several bug fixes that are not directly related to the adapter implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: development version scheme The development versioning scheme is adaptet to fit to docker and home assistant expectations. The new scheme is x.y.z and x.y.z.dev<hash>. Hash is only digits as expected by home assistant. Development version is appended by .dev as expected by docker. * fix: use mean value in interval on resampling for array When downsampling data use the mean value of all values within the new sampling interval. * fix: default battery ev soc and appliance wh Make the genetic simulation return default values for the battery SoC, electric vehicle SoC and appliance load if these assets are not used. * fix: import json string Strip outer quotes from JSON strings on import to be compliant to json.loads() expectation. * fix: default interval definition for import data Default interval must be defined in lowercase human definition to be accepted by pendulum. * fix: clearoutside schema change * feat: add adapters for integrations Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. * feat: allow eos to be started with root permissions and drop priviledges Home assistant starts all add-ons with root permissions. Eos now drops root permissions if an applicable user is defined by paramter --run_as_user. The docker image defines the user eos to be used. * feat: make eos supervise and monitor EOSdash Eos now not only starts EOSdash but also monitors EOSdash during runtime and restarts EOSdash on fault. EOSdash logging is captured by EOS and forwarded to the EOS log to provide better visibility. * feat: add duration to string conversion Make to_duration to also return the duration as string on request. * chore: Use info logging to report missing optimization parameters In parameter preparation for automatic optimization an error was logged for missing paramters. Log is now down using the info level. * chore: make EOSdash use the EOS data directory for file import/ export EOSdash use the EOS data directory for file import/ export by default. This allows to use the configuration import/ export function also within docker images. * chore: improve EOSdash config tab display Improve display of JSON code and add more forms for config value update. * chore: make docker image file system layout similar to home assistant Only use /data directory for persistent data. This is handled as a docker volume. The /data volume is mapped to ~/.local/share/net.akkudoktor.eos if using docker compose. * chore: add home assistant add-on development environment Add VSCode devcontainer and task definition for home assistant add-on development. * chore: improve documentation
2025-12-30 22:08:21 +01:00
from typing import Any, ClassVar, Optional, Type, Union
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
import pydantic_settings
from loguru import logger
from platformdirs import user_config_dir, user_data_dir
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
from pydantic import Field, computed_field, field_validator
# settings
feat: add Home Assistant and NodeRED adapters (#764) Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. The fix includes several bug fixes that are not directly related to the adapter implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: development version scheme The development versioning scheme is adaptet to fit to docker and home assistant expectations. The new scheme is x.y.z and x.y.z.dev<hash>. Hash is only digits as expected by home assistant. Development version is appended by .dev as expected by docker. * fix: use mean value in interval on resampling for array When downsampling data use the mean value of all values within the new sampling interval. * fix: default battery ev soc and appliance wh Make the genetic simulation return default values for the battery SoC, electric vehicle SoC and appliance load if these assets are not used. * fix: import json string Strip outer quotes from JSON strings on import to be compliant to json.loads() expectation. * fix: default interval definition for import data Default interval must be defined in lowercase human definition to be accepted by pendulum. * fix: clearoutside schema change * feat: add adapters for integrations Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. * feat: allow eos to be started with root permissions and drop priviledges Home assistant starts all add-ons with root permissions. Eos now drops root permissions if an applicable user is defined by paramter --run_as_user. The docker image defines the user eos to be used. * feat: make eos supervise and monitor EOSdash Eos now not only starts EOSdash but also monitors EOSdash during runtime and restarts EOSdash on fault. EOSdash logging is captured by EOS and forwarded to the EOS log to provide better visibility. * feat: add duration to string conversion Make to_duration to also return the duration as string on request. * chore: Use info logging to report missing optimization parameters In parameter preparation for automatic optimization an error was logged for missing paramters. Log is now down using the info level. * chore: make EOSdash use the EOS data directory for file import/ export EOSdash use the EOS data directory for file import/ export by default. This allows to use the configuration import/ export function also within docker images. * chore: improve EOSdash config tab display Improve display of JSON code and add more forms for config value update. * chore: make docker image file system layout similar to home assistant Only use /data directory for persistent data. This is handled as a docker volume. The /data volume is mapped to ~/.local/share/net.akkudoktor.eos if using docker compose. * chore: add home assistant add-on development environment Add VSCode devcontainer and task definition for home assistant add-on development. * chore: improve documentation
2025-12-30 22:08:21 +01:00
from akkudoktoreos.adapter.adapter import AdapterCommonSettings
from akkudoktoreos.config.configabc import SettingsBaseModel, is_home_assistant_addon
from akkudoktoreos.config.configmigrate import migrate_config_data, migrate_config_file
Improve caching. (#431) * Move the caching module to core. Add an in memory cache that for caching function and method results during an energy management run (optimization run). Two decorators are provided for methods and functions. * Improve the file cache store by load and save functions. Make EOS load the cache file store on startup and save it on shutdown. Add a cyclic task that cleans the cache file store from outdated cache files. * Improve startup of EOSdash by EOS Make EOS starting EOSdash adhere to path configuration given in EOS. The whole environment from EOS is now passed to EOSdash. Should also prevent test errors due to unwanted/ wrong config file creation. Both servers now provide a health endpoint that can be used to detect whether the server is running. This is also used for testing now. * Improve startup of EOS EOS now has got an energy management task that runs shortly after startup. It tries to execute energy management runs with predictions newly fetched or initialized from cached data on first run. * Improve shutdown of EOS EOS has now a shutdown task that shuts EOS down gracefully with some time delay to allow REST API requests for shutdwon or restart to be fully serviced. * Improve EMS Add energy management task for repeated energy management controlled by startup delay and interval configuration parameters. Translate EnergieManagementSystem to english EnergyManagement. * Add administration endpoints - endpoints to control caching from REST API. - endpoints to control server restart (will not work on Windows) and shutdown from REST API * Improve doc generation Use "\n" linenend convention also on Windows when generating doc files. Replace Windows specific 127.0.0.1 address by standard 0.0.0.0. * Improve test support (to be able to test caching) - Add system test option to pytest for running tests with "real" resources - Add new test fixture to start server for test class and test function - Make kill signal adapt to Windows/ Linux - Use consistently "\n" for lineends when writing text files in doc test - Fix test_logging under Windows - Fix conftest config_default_dirs test fixture under Windows From @Lasall * Improve Windows support - Use 127.0.0.1 as default config host (model defaults) and addionally redirect 0.0.0.0 to localhost on Windows (because default config file still has 0.0.0.0). - Update install/startup instructions as package installation is required atm. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-02-12 21:35:51 +01:00
from akkudoktoreos.core.cachesettings import CacheCommonSettings
from akkudoktoreos.core.coreabc import SingletonMixin
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
from akkudoktoreos.core.database import DatabaseCommonSettings
2025-01-24 21:14:37 +01:00
from akkudoktoreos.core.decorators import classproperty
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
from akkudoktoreos.core.emsettings import (
EnergyManagementCommonSettings,
)
feat: add fixed electricity prediction with time window support (#930) Add a fixed electricity prediction that supports prices per time window. The time windows may flexible be defined by day or date. The prediction documentation is updated to also cover the ElecPriceFixed provider. The feature includes several changes that are not directly related to the electricity price prediction implementation but are necessary to keep EOS running properly and to test and document the changes. * feat: add value time windows Add time windows with an associated float value. * feat: harden eos measurements endpoints error detection and reporting Cover more errors that may be raised during endpoint access. Report the errors including trace information to ease debugging. * feat: extend server configuration to cover all arguments Make the argument controlled options also available in server configuration. * fix: eos config configuration by cli arguments Move the command line argument handling to config eos so that it is excuted whenever eos config is rebuild or reset. * chore: extend measurement endpoint system test * chore: refactor time windows Move time windows to configabc as they are only used in configurations. Also move all tests to test_configabc. * chore: provide config update errors in eosdash with summarized error text If there is an update error provide the error text as a summary. On click provide the full error text. * chore: force eosdash ip address and port in makefile dev run Ensure eosdash ip address and port are correctly set for development runs. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-03-11 17:18:45 +01:00
from akkudoktoreos.core.logabc import LOGGING_LEVELS
from akkudoktoreos.core.logsettings import LoggingCommonSettings
from akkudoktoreos.core.pydantic import PydanticModelNestedValueMixin, merge_models
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
from akkudoktoreos.core.version import __version__
from akkudoktoreos.devices.devices import DevicesCommonSettings
Fix2 config and predictions revamp. (#281) measurement: - Add new measurement class to hold real world measurements. - Handles load meter readings, grid import and export meter readings. - Aggregates load meter readings aka. measurements to total load. - Can import measurements from files, pandas datetime series, pandas datetime dataframes, simple daetime arrays and programmatically. - Maybe expanded to other measurement values. - Should be used for load prediction adaptions by real world measurements. core/coreabc: - Add mixin class to access measurements core/pydantic: - Add pydantic models for pandas datetime series and dataframes. - Add pydantic models for simple datetime array core/dataabc: - Provide DataImport mixin class for generic import handling. Imports from JSON string and files. Imports from pandas datetime dataframes and simple datetime arrays. Signature of import method changed to allow import datetimes to be given programmatically and by data content. - Use pydantic models for datetime series, dataframes, arrays - Validate generic imports by pydantic models - Provide new attributes min_datetime and max_datetime for DataSequence. - Add parameter dropna to drop NAN/ None values when creating lists, pandas series or numpy array from DataSequence. config/config: - Add common settings for the measurement module. predictions/elecpriceakkudoktor: - Use mean values of last 7 days to fill prediction values not provided by akkudoktor.net (only provides 24 values). prediction/loadabc: - Extend the generic prediction keys by 'load_total_adjusted' for load predictions that adjust the predicted total load by measured load values. prediction/loadakkudoktor: - Extend the Akkudoktor load prediction by load adjustment using measured load values. prediction/load_aggregator: - Module removed. Load aggregation is now handled by the measurement module. prediction/load_corrector: - Module removed. Load correction (aka. adjustment of load prediction by measured load energy) is handled by the LoadAkkudoktor prediction and the generic 'load_mean_adjusted' prediction key. prediction/load_forecast: - Module removed. Functionality now completely handled by the LoadAkkudoktor prediction. utils/cacheutil: - Use pydantic. - Fix potential bug in ttl (time to live) duration handling. utils/datetimeutil: - Added missing handling of pendulum.DateTime and pendulum.Duration instances as input. Handled before as datetime.datetime and datetime.timedelta. utils/visualize: - Move main to generate_example_report() for better testing support. server/server: - Added new configuration option server_fastapi_startup_server_fasthtml to make startup of FastHTML server by FastAPI server conditional. server/fastapi_server: - Add APIs for measurements - Improve APIs to provide or take pandas datetime series and datetime dataframes controlled by pydantic model. - Improve APIs to provide or take simple datetime data arrays controlled by pydantic model. - Move fastAPI server API to v1 for new APIs. - Update pre v1 endpoints to use new prediction and measurement capabilities. - Only start FastHTML server if 'server_fastapi_startup_server_fasthtml' config option is set. tests: - Adapt import tests to changed import method signature - Adapt server test to use the v1 API - Extend the dataabc test to test for array generation from data with several data interval scenarios. - Extend the datetimeutil test to also test for correct handling of to_datetime() providing now(). - Adapt LoadAkkudoktor test for new adjustment calculation. - Adapt visualization test to use example report function instead of visualize.py run as process. - Removed test_load_aggregator. Functionality is now tested in test_measurement. - Added tests for measurement module docs: - Remove sphinxcontrib-openapi as it prevents build of documentation. "site-packages/sphinxcontrib/openapi/openapi31.py", line 305, in _get_type_from_schema for t in schema["anyOf"]: KeyError: 'anyOf'" Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2024-12-29 18:42:49 +01:00
from akkudoktoreos.measurement.measurement import MeasurementCommonSettings
from akkudoktoreos.optimization.optimization import OptimizationCommonSettings
from akkudoktoreos.prediction.elecprice import ElecPriceCommonSettings
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
from akkudoktoreos.prediction.feedintariff import FeedInTariffCommonSettings
from akkudoktoreos.prediction.load import LoadCommonSettings
from akkudoktoreos.prediction.prediction import PredictionCommonSettings
from akkudoktoreos.prediction.pvforecast import PVForecastCommonSettings
from akkudoktoreos.prediction.weather import WeatherCommonSettings
feat: add fixed electricity prediction with time window support (#930) Add a fixed electricity prediction that supports prices per time window. The time windows may flexible be defined by day or date. The prediction documentation is updated to also cover the ElecPriceFixed provider. The feature includes several changes that are not directly related to the electricity price prediction implementation but are necessary to keep EOS running properly and to test and document the changes. * feat: add value time windows Add time windows with an associated float value. * feat: harden eos measurements endpoints error detection and reporting Cover more errors that may be raised during endpoint access. Report the errors including trace information to ease debugging. * feat: extend server configuration to cover all arguments Make the argument controlled options also available in server configuration. * fix: eos config configuration by cli arguments Move the command line argument handling to config eos so that it is excuted whenever eos config is rebuild or reset. * chore: extend measurement endpoint system test * chore: refactor time windows Move time windows to configabc as they are only used in configurations. Also move all tests to test_configabc. * chore: provide config update errors in eosdash with summarized error text If there is an update error provide the error text as a summary. On click provide the full error text. * chore: force eosdash ip address and port in makefile dev run Ensure eosdash ip address and port are correctly set for development runs. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-03-11 17:18:45 +01:00
from akkudoktoreos.server.rest.cli import cli_argument_parser
from akkudoktoreos.server.server import ServerCommonSettings
from akkudoktoreos.utils.datetimeutil import to_datetime, to_timezone
2025-01-24 21:14:37 +01:00
from akkudoktoreos.utils.utils import UtilsCommonSettings
def get_absolute_path(
basepath: Optional[Path | str], subpath: Optional[Path | str]
) -> Optional[Path]:
"""Get path based on base path."""
if isinstance(basepath, str):
basepath = Path(basepath)
if subpath is None:
return basepath
if isinstance(subpath, str):
subpath = Path(subpath)
if subpath.is_absolute():
return subpath
if basepath is not None:
return basepath.joinpath(subpath)
return None
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
def default_data_folder_path() -> Path:
"""Provide default data folder path.
1. From EOS_DATA_DIR env
2. From EOS_DIR env
3. From platform specific default path
4. Current working directory
Note:
When running as Home Assistant add-on the path is fixed to /data.
"""
if is_home_assistant_addon():
return Path("/data")
# 1. From EOS_DATA_DIR env
if env_dir := os.getenv(ConfigEOS.EOS_DATA_DIR):
try:
data_dir = Path(env_dir).resolve()
data_dir.mkdir(parents=True, exist_ok=True)
return data_dir
except Exception as e:
logger.warning(f"Could not setup data folder {data_dir}: {e}")
# 2. From EOS_DIR env
if env_dir := os.getenv(ConfigEOS.EOS_DIR):
try:
data_dir = Path(env_dir).resolve()
data_dir.mkdir(parents=True, exist_ok=True)
return data_dir
except Exception as e:
logger.warning(f"Could not setup data folder {data_dir}: {e}")
# 3. From platform specific default path
try:
data_dir = Path(user_data_dir(ConfigEOS.APP_NAME, ConfigEOS.APP_AUTHOR))
if data_dir is not None:
data_dir.mkdir(parents=True, exist_ok=True)
return data_dir
except Exception as e:
logger.warning(f"Could not setup data folder {data_dir}: {e}")
# 4. Current working directory
return Path.cwd()
2025-01-24 21:14:37 +01:00
class GeneralSettings(SettingsBaseModel):
feat: add Home Assistant and NodeRED adapters (#764) Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. The fix includes several bug fixes that are not directly related to the adapter implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: development version scheme The development versioning scheme is adaptet to fit to docker and home assistant expectations. The new scheme is x.y.z and x.y.z.dev<hash>. Hash is only digits as expected by home assistant. Development version is appended by .dev as expected by docker. * fix: use mean value in interval on resampling for array When downsampling data use the mean value of all values within the new sampling interval. * fix: default battery ev soc and appliance wh Make the genetic simulation return default values for the battery SoC, electric vehicle SoC and appliance load if these assets are not used. * fix: import json string Strip outer quotes from JSON strings on import to be compliant to json.loads() expectation. * fix: default interval definition for import data Default interval must be defined in lowercase human definition to be accepted by pendulum. * fix: clearoutside schema change * feat: add adapters for integrations Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. * feat: allow eos to be started with root permissions and drop priviledges Home assistant starts all add-ons with root permissions. Eos now drops root permissions if an applicable user is defined by paramter --run_as_user. The docker image defines the user eos to be used. * feat: make eos supervise and monitor EOSdash Eos now not only starts EOSdash but also monitors EOSdash during runtime and restarts EOSdash on fault. EOSdash logging is captured by EOS and forwarded to the EOS log to provide better visibility. * feat: add duration to string conversion Make to_duration to also return the duration as string on request. * chore: Use info logging to report missing optimization parameters In parameter preparation for automatic optimization an error was logged for missing paramters. Log is now down using the info level. * chore: make EOSdash use the EOS data directory for file import/ export EOSdash use the EOS data directory for file import/ export by default. This allows to use the configuration import/ export function also within docker images. * chore: improve EOSdash config tab display Improve display of JSON code and add more forms for config value update. * chore: make docker image file system layout similar to home assistant Only use /data directory for persistent data. This is handled as a docker volume. The /data volume is mapped to ~/.local/share/net.akkudoktor.eos if using docker compose. * chore: add home assistant add-on development environment Add VSCode devcontainer and task definition for home assistant add-on development. * chore: improve documentation
2025-12-30 22:08:21 +01:00
"""General settings."""
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
home_assistant_addon: bool = Field(
default_factory=is_home_assistant_addon,
json_schema_extra={"description": "EOS is running as home assistant add-on."},
exclude=True,
feat: add Home Assistant and NodeRED adapters (#764) Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. The fix includes several bug fixes that are not directly related to the adapter implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: development version scheme The development versioning scheme is adaptet to fit to docker and home assistant expectations. The new scheme is x.y.z and x.y.z.dev<hash>. Hash is only digits as expected by home assistant. Development version is appended by .dev as expected by docker. * fix: use mean value in interval on resampling for array When downsampling data use the mean value of all values within the new sampling interval. * fix: default battery ev soc and appliance wh Make the genetic simulation return default values for the battery SoC, electric vehicle SoC and appliance load if these assets are not used. * fix: import json string Strip outer quotes from JSON strings on import to be compliant to json.loads() expectation. * fix: default interval definition for import data Default interval must be defined in lowercase human definition to be accepted by pendulum. * fix: clearoutside schema change * feat: add adapters for integrations Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. * feat: allow eos to be started with root permissions and drop priviledges Home assistant starts all add-ons with root permissions. Eos now drops root permissions if an applicable user is defined by paramter --run_as_user. The docker image defines the user eos to be used. * feat: make eos supervise and monitor EOSdash Eos now not only starts EOSdash but also monitors EOSdash during runtime and restarts EOSdash on fault. EOSdash logging is captured by EOS and forwarded to the EOS log to provide better visibility. * feat: add duration to string conversion Make to_duration to also return the duration as string on request. * chore: Use info logging to report missing optimization parameters In parameter preparation for automatic optimization an error was logged for missing paramters. Log is now down using the info level. * chore: make EOSdash use the EOS data directory for file import/ export EOSdash use the EOS data directory for file import/ export by default. This allows to use the configuration import/ export function also within docker images. * chore: improve EOSdash config tab display Improve display of JSON code and add more forms for config value update. * chore: make docker image file system layout similar to home assistant Only use /data directory for persistent data. This is handled as a docker volume. The /data volume is mapped to ~/.local/share/net.akkudoktor.eos if using docker compose. * chore: add home assistant add-on development environment Add VSCode devcontainer and task definition for home assistant add-on development. * chore: improve documentation
2025-12-30 22:08:21 +01:00
)
version: Optional[str] = Field(
default=None, # keep None here, will be set elsewhere
json_schema_extra={"description": "Configuration file version."},
examples=["0.0.0"],
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
)
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
data_folder_path: Path = Field(
default_factory=default_data_folder_path,
json_schema_extra={
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
"description": "Path to EOS data folder.",
},
)
data_output_subpath: Optional[Path] = Field(
default="output",
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
json_schema_extra={"description": "Sub-path for the EOS output data folder."},
)
latitude: Optional[float] = Field(
default=52.52,
ge=-90.0,
le=90.0,
json_schema_extra={
feat: add Home Assistant and NodeRED adapters (#764) Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. The fix includes several bug fixes that are not directly related to the adapter implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: development version scheme The development versioning scheme is adaptet to fit to docker and home assistant expectations. The new scheme is x.y.z and x.y.z.dev<hash>. Hash is only digits as expected by home assistant. Development version is appended by .dev as expected by docker. * fix: use mean value in interval on resampling for array When downsampling data use the mean value of all values within the new sampling interval. * fix: default battery ev soc and appliance wh Make the genetic simulation return default values for the battery SoC, electric vehicle SoC and appliance load if these assets are not used. * fix: import json string Strip outer quotes from JSON strings on import to be compliant to json.loads() expectation. * fix: default interval definition for import data Default interval must be defined in lowercase human definition to be accepted by pendulum. * fix: clearoutside schema change * feat: add adapters for integrations Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. * feat: allow eos to be started with root permissions and drop priviledges Home assistant starts all add-ons with root permissions. Eos now drops root permissions if an applicable user is defined by paramter --run_as_user. The docker image defines the user eos to be used. * feat: make eos supervise and monitor EOSdash Eos now not only starts EOSdash but also monitors EOSdash during runtime and restarts EOSdash on fault. EOSdash logging is captured by EOS and forwarded to the EOS log to provide better visibility. * feat: add duration to string conversion Make to_duration to also return the duration as string on request. * chore: Use info logging to report missing optimization parameters In parameter preparation for automatic optimization an error was logged for missing paramters. Log is now down using the info level. * chore: make EOSdash use the EOS data directory for file import/ export EOSdash use the EOS data directory for file import/ export by default. This allows to use the configuration import/ export function also within docker images. * chore: improve EOSdash config tab display Improve display of JSON code and add more forms for config value update. * chore: make docker image file system layout similar to home assistant Only use /data directory for persistent data. This is handled as a docker volume. The /data volume is mapped to ~/.local/share/net.akkudoktor.eos if using docker compose. * chore: add home assistant add-on development environment Add VSCode devcontainer and task definition for home assistant add-on development. * chore: improve documentation
2025-12-30 22:08:21 +01:00
"description": "Latitude in decimal degrees between -90 and 90. North is positive (ISO 19115) (°)"
},
)
longitude: Optional[float] = Field(
default=13.405,
ge=-180.0,
le=180.0,
feat: add Home Assistant and NodeRED adapters (#764) Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. The fix includes several bug fixes that are not directly related to the adapter implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: development version scheme The development versioning scheme is adaptet to fit to docker and home assistant expectations. The new scheme is x.y.z and x.y.z.dev<hash>. Hash is only digits as expected by home assistant. Development version is appended by .dev as expected by docker. * fix: use mean value in interval on resampling for array When downsampling data use the mean value of all values within the new sampling interval. * fix: default battery ev soc and appliance wh Make the genetic simulation return default values for the battery SoC, electric vehicle SoC and appliance load if these assets are not used. * fix: import json string Strip outer quotes from JSON strings on import to be compliant to json.loads() expectation. * fix: default interval definition for import data Default interval must be defined in lowercase human definition to be accepted by pendulum. * fix: clearoutside schema change * feat: add adapters for integrations Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. * feat: allow eos to be started with root permissions and drop priviledges Home assistant starts all add-ons with root permissions. Eos now drops root permissions if an applicable user is defined by paramter --run_as_user. The docker image defines the user eos to be used. * feat: make eos supervise and monitor EOSdash Eos now not only starts EOSdash but also monitors EOSdash during runtime and restarts EOSdash on fault. EOSdash logging is captured by EOS and forwarded to the EOS log to provide better visibility. * feat: add duration to string conversion Make to_duration to also return the duration as string on request. * chore: Use info logging to report missing optimization parameters In parameter preparation for automatic optimization an error was logged for missing paramters. Log is now down using the info level. * chore: make EOSdash use the EOS data directory for file import/ export EOSdash use the EOS data directory for file import/ export by default. This allows to use the configuration import/ export function also within docker images. * chore: improve EOSdash config tab display Improve display of JSON code and add more forms for config value update. * chore: make docker image file system layout similar to home assistant Only use /data directory for persistent data. This is handled as a docker volume. The /data volume is mapped to ~/.local/share/net.akkudoktor.eos if using docker compose. * chore: add home assistant add-on development environment Add VSCode devcontainer and task definition for home assistant add-on development. * chore: improve documentation
2025-12-30 22:08:21 +01:00
json_schema_extra={"description": "Longitude in decimal degrees within -180 to 180 (°)"},
)
# Computed fields
@computed_field # type: ignore[prop-decorator]
@property
def timezone(self) -> Optional[str]:
feat: add Home Assistant and NodeRED adapters (#764) Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. The fix includes several bug fixes that are not directly related to the adapter implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: development version scheme The development versioning scheme is adaptet to fit to docker and home assistant expectations. The new scheme is x.y.z and x.y.z.dev<hash>. Hash is only digits as expected by home assistant. Development version is appended by .dev as expected by docker. * fix: use mean value in interval on resampling for array When downsampling data use the mean value of all values within the new sampling interval. * fix: default battery ev soc and appliance wh Make the genetic simulation return default values for the battery SoC, electric vehicle SoC and appliance load if these assets are not used. * fix: import json string Strip outer quotes from JSON strings on import to be compliant to json.loads() expectation. * fix: default interval definition for import data Default interval must be defined in lowercase human definition to be accepted by pendulum. * fix: clearoutside schema change * feat: add adapters for integrations Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. * feat: allow eos to be started with root permissions and drop priviledges Home assistant starts all add-ons with root permissions. Eos now drops root permissions if an applicable user is defined by paramter --run_as_user. The docker image defines the user eos to be used. * feat: make eos supervise and monitor EOSdash Eos now not only starts EOSdash but also monitors EOSdash during runtime and restarts EOSdash on fault. EOSdash logging is captured by EOS and forwarded to the EOS log to provide better visibility. * feat: add duration to string conversion Make to_duration to also return the duration as string on request. * chore: Use info logging to report missing optimization parameters In parameter preparation for automatic optimization an error was logged for missing paramters. Log is now down using the info level. * chore: make EOSdash use the EOS data directory for file import/ export EOSdash use the EOS data directory for file import/ export by default. This allows to use the configuration import/ export function also within docker images. * chore: improve EOSdash config tab display Improve display of JSON code and add more forms for config value update. * chore: make docker image file system layout similar to home assistant Only use /data directory for persistent data. This is handled as a docker volume. The /data volume is mapped to ~/.local/share/net.akkudoktor.eos if using docker compose. * chore: add home assistant add-on development environment Add VSCode devcontainer and task definition for home assistant add-on development. * chore: improve documentation
2025-12-30 22:08:21 +01:00
"""Computed timezone based on latitude and longitude."""
if self.latitude and self.longitude:
return to_timezone(location=(self.latitude, self.longitude), as_string=True)
return None
@computed_field # type: ignore[prop-decorator]
@property
def data_output_path(self) -> Optional[Path]:
feat: add Home Assistant and NodeRED adapters (#764) Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. The fix includes several bug fixes that are not directly related to the adapter implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: development version scheme The development versioning scheme is adaptet to fit to docker and home assistant expectations. The new scheme is x.y.z and x.y.z.dev<hash>. Hash is only digits as expected by home assistant. Development version is appended by .dev as expected by docker. * fix: use mean value in interval on resampling for array When downsampling data use the mean value of all values within the new sampling interval. * fix: default battery ev soc and appliance wh Make the genetic simulation return default values for the battery SoC, electric vehicle SoC and appliance load if these assets are not used. * fix: import json string Strip outer quotes from JSON strings on import to be compliant to json.loads() expectation. * fix: default interval definition for import data Default interval must be defined in lowercase human definition to be accepted by pendulum. * fix: clearoutside schema change * feat: add adapters for integrations Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. * feat: allow eos to be started with root permissions and drop priviledges Home assistant starts all add-ons with root permissions. Eos now drops root permissions if an applicable user is defined by paramter --run_as_user. The docker image defines the user eos to be used. * feat: make eos supervise and monitor EOSdash Eos now not only starts EOSdash but also monitors EOSdash during runtime and restarts EOSdash on fault. EOSdash logging is captured by EOS and forwarded to the EOS log to provide better visibility. * feat: add duration to string conversion Make to_duration to also return the duration as string on request. * chore: Use info logging to report missing optimization parameters In parameter preparation for automatic optimization an error was logged for missing paramters. Log is now down using the info level. * chore: make EOSdash use the EOS data directory for file import/ export EOSdash use the EOS data directory for file import/ export by default. This allows to use the configuration import/ export function also within docker images. * chore: improve EOSdash config tab display Improve display of JSON code and add more forms for config value update. * chore: make docker image file system layout similar to home assistant Only use /data directory for persistent data. This is handled as a docker volume. The /data volume is mapped to ~/.local/share/net.akkudoktor.eos if using docker compose. * chore: add home assistant add-on development environment Add VSCode devcontainer and task definition for home assistant add-on development. * chore: improve documentation
2025-12-30 22:08:21 +01:00
"""Computed data_output_path based on data_folder_path."""
if self.home_assistant_addon:
# Only /data is persistent for home assistant add-on
return Path("/data/output")
return get_absolute_path(self.data_folder_path, self.data_output_subpath)
@computed_field # type: ignore[prop-decorator]
@property
def config_folder_path(self) -> Optional[Path]:
"""Path to EOS configuration directory."""
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
return self.config._config_file_path.parent
@computed_field # type: ignore[prop-decorator]
@property
def config_file_path(self) -> Optional[Path]:
"""Path to EOS configuration file."""
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
return self.config._config_file_path
feat: add Home Assistant and NodeRED adapters (#764) Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. The fix includes several bug fixes that are not directly related to the adapter implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: development version scheme The development versioning scheme is adaptet to fit to docker and home assistant expectations. The new scheme is x.y.z and x.y.z.dev<hash>. Hash is only digits as expected by home assistant. Development version is appended by .dev as expected by docker. * fix: use mean value in interval on resampling for array When downsampling data use the mean value of all values within the new sampling interval. * fix: default battery ev soc and appliance wh Make the genetic simulation return default values for the battery SoC, electric vehicle SoC and appliance load if these assets are not used. * fix: import json string Strip outer quotes from JSON strings on import to be compliant to json.loads() expectation. * fix: default interval definition for import data Default interval must be defined in lowercase human definition to be accepted by pendulum. * fix: clearoutside schema change * feat: add adapters for integrations Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. * feat: allow eos to be started with root permissions and drop priviledges Home assistant starts all add-ons with root permissions. Eos now drops root permissions if an applicable user is defined by paramter --run_as_user. The docker image defines the user eos to be used. * feat: make eos supervise and monitor EOSdash Eos now not only starts EOSdash but also monitors EOSdash during runtime and restarts EOSdash on fault. EOSdash logging is captured by EOS and forwarded to the EOS log to provide better visibility. * feat: add duration to string conversion Make to_duration to also return the duration as string on request. * chore: Use info logging to report missing optimization parameters In parameter preparation for automatic optimization an error was logged for missing paramters. Log is now down using the info level. * chore: make EOSdash use the EOS data directory for file import/ export EOSdash use the EOS data directory for file import/ export by default. This allows to use the configuration import/ export function also within docker images. * chore: improve EOSdash config tab display Improve display of JSON code and add more forms for config value update. * chore: make docker image file system layout similar to home assistant Only use /data directory for persistent data. This is handled as a docker volume. The /data volume is mapped to ~/.local/share/net.akkudoktor.eos if using docker compose. * chore: add home assistant add-on development environment Add VSCode devcontainer and task definition for home assistant add-on development. * chore: improve documentation
2025-12-30 22:08:21 +01:00
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
compatible_versions: ClassVar[list[str]] = [__version__]
feat: add Home Assistant and NodeRED adapters (#764) Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. The fix includes several bug fixes that are not directly related to the adapter implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: development version scheme The development versioning scheme is adaptet to fit to docker and home assistant expectations. The new scheme is x.y.z and x.y.z.dev<hash>. Hash is only digits as expected by home assistant. Development version is appended by .dev as expected by docker. * fix: use mean value in interval on resampling for array When downsampling data use the mean value of all values within the new sampling interval. * fix: default battery ev soc and appliance wh Make the genetic simulation return default values for the battery SoC, electric vehicle SoC and appliance load if these assets are not used. * fix: import json string Strip outer quotes from JSON strings on import to be compliant to json.loads() expectation. * fix: default interval definition for import data Default interval must be defined in lowercase human definition to be accepted by pendulum. * fix: clearoutside schema change * feat: add adapters for integrations Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. * feat: allow eos to be started with root permissions and drop priviledges Home assistant starts all add-ons with root permissions. Eos now drops root permissions if an applicable user is defined by paramter --run_as_user. The docker image defines the user eos to be used. * feat: make eos supervise and monitor EOSdash Eos now not only starts EOSdash but also monitors EOSdash during runtime and restarts EOSdash on fault. EOSdash logging is captured by EOS and forwarded to the EOS log to provide better visibility. * feat: add duration to string conversion Make to_duration to also return the duration as string on request. * chore: Use info logging to report missing optimization parameters In parameter preparation for automatic optimization an error was logged for missing paramters. Log is now down using the info level. * chore: make EOSdash use the EOS data directory for file import/ export EOSdash use the EOS data directory for file import/ export by default. This allows to use the configuration import/ export function also within docker images. * chore: improve EOSdash config tab display Improve display of JSON code and add more forms for config value update. * chore: make docker image file system layout similar to home assistant Only use /data directory for persistent data. This is handled as a docker volume. The /data volume is mapped to ~/.local/share/net.akkudoktor.eos if using docker compose. * chore: add home assistant add-on development environment Add VSCode devcontainer and task definition for home assistant add-on development. * chore: improve documentation
2025-12-30 22:08:21 +01:00
@field_validator("data_folder_path", mode="after")
@classmethod
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
def validate_data_folder_path(cls, value: Optional[Union[str, Path]]) -> Path:
feat: add Home Assistant and NodeRED adapters (#764) Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. The fix includes several bug fixes that are not directly related to the adapter implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: development version scheme The development versioning scheme is adaptet to fit to docker and home assistant expectations. The new scheme is x.y.z and x.y.z.dev<hash>. Hash is only digits as expected by home assistant. Development version is appended by .dev as expected by docker. * fix: use mean value in interval on resampling for array When downsampling data use the mean value of all values within the new sampling interval. * fix: default battery ev soc and appliance wh Make the genetic simulation return default values for the battery SoC, electric vehicle SoC and appliance load if these assets are not used. * fix: import json string Strip outer quotes from JSON strings on import to be compliant to json.loads() expectation. * fix: default interval definition for import data Default interval must be defined in lowercase human definition to be accepted by pendulum. * fix: clearoutside schema change * feat: add adapters for integrations Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. * feat: allow eos to be started with root permissions and drop priviledges Home assistant starts all add-ons with root permissions. Eos now drops root permissions if an applicable user is defined by paramter --run_as_user. The docker image defines the user eos to be used. * feat: make eos supervise and monitor EOSdash Eos now not only starts EOSdash but also monitors EOSdash during runtime and restarts EOSdash on fault. EOSdash logging is captured by EOS and forwarded to the EOS log to provide better visibility. * feat: add duration to string conversion Make to_duration to also return the duration as string on request. * chore: Use info logging to report missing optimization parameters In parameter preparation for automatic optimization an error was logged for missing paramters. Log is now down using the info level. * chore: make EOSdash use the EOS data directory for file import/ export EOSdash use the EOS data directory for file import/ export by default. This allows to use the configuration import/ export function also within docker images. * chore: improve EOSdash config tab display Improve display of JSON code and add more forms for config value update. * chore: make docker image file system layout similar to home assistant Only use /data directory for persistent data. This is handled as a docker volume. The /data volume is mapped to ~/.local/share/net.akkudoktor.eos if using docker compose. * chore: add home assistant add-on development environment Add VSCode devcontainer and task definition for home assistant add-on development. * chore: improve documentation
2025-12-30 22:08:21 +01:00
"""Ensure dir is available."""
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
if is_home_assistant_addon():
feat: add Home Assistant and NodeRED adapters (#764) Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. The fix includes several bug fixes that are not directly related to the adapter implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: development version scheme The development versioning scheme is adaptet to fit to docker and home assistant expectations. The new scheme is x.y.z and x.y.z.dev<hash>. Hash is only digits as expected by home assistant. Development version is appended by .dev as expected by docker. * fix: use mean value in interval on resampling for array When downsampling data use the mean value of all values within the new sampling interval. * fix: default battery ev soc and appliance wh Make the genetic simulation return default values for the battery SoC, electric vehicle SoC and appliance load if these assets are not used. * fix: import json string Strip outer quotes from JSON strings on import to be compliant to json.loads() expectation. * fix: default interval definition for import data Default interval must be defined in lowercase human definition to be accepted by pendulum. * fix: clearoutside schema change * feat: add adapters for integrations Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. * feat: allow eos to be started with root permissions and drop priviledges Home assistant starts all add-ons with root permissions. Eos now drops root permissions if an applicable user is defined by paramter --run_as_user. The docker image defines the user eos to be used. * feat: make eos supervise and monitor EOSdash Eos now not only starts EOSdash but also monitors EOSdash during runtime and restarts EOSdash on fault. EOSdash logging is captured by EOS and forwarded to the EOS log to provide better visibility. * feat: add duration to string conversion Make to_duration to also return the duration as string on request. * chore: Use info logging to report missing optimization parameters In parameter preparation for automatic optimization an error was logged for missing paramters. Log is now down using the info level. * chore: make EOSdash use the EOS data directory for file import/ export EOSdash use the EOS data directory for file import/ export by default. This allows to use the configuration import/ export function also within docker images. * chore: improve EOSdash config tab display Improve display of JSON code and add more forms for config value update. * chore: make docker image file system layout similar to home assistant Only use /data directory for persistent data. This is handled as a docker volume. The /data volume is mapped to ~/.local/share/net.akkudoktor.eos if using docker compose. * chore: add home assistant add-on development environment Add VSCode devcontainer and task definition for home assistant add-on development. * chore: improve documentation
2025-12-30 22:08:21 +01:00
# Force to home assistant add-on /data directory
return Path("/data")
if value is None:
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
return default_data_folder_path()
feat: add Home Assistant and NodeRED adapters (#764) Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. The fix includes several bug fixes that are not directly related to the adapter implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: development version scheme The development versioning scheme is adaptet to fit to docker and home assistant expectations. The new scheme is x.y.z and x.y.z.dev<hash>. Hash is only digits as expected by home assistant. Development version is appended by .dev as expected by docker. * fix: use mean value in interval on resampling for array When downsampling data use the mean value of all values within the new sampling interval. * fix: default battery ev soc and appliance wh Make the genetic simulation return default values for the battery SoC, electric vehicle SoC and appliance load if these assets are not used. * fix: import json string Strip outer quotes from JSON strings on import to be compliant to json.loads() expectation. * fix: default interval definition for import data Default interval must be defined in lowercase human definition to be accepted by pendulum. * fix: clearoutside schema change * feat: add adapters for integrations Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. * feat: allow eos to be started with root permissions and drop priviledges Home assistant starts all add-ons with root permissions. Eos now drops root permissions if an applicable user is defined by paramter --run_as_user. The docker image defines the user eos to be used. * feat: make eos supervise and monitor EOSdash Eos now not only starts EOSdash but also monitors EOSdash during runtime and restarts EOSdash on fault. EOSdash logging is captured by EOS and forwarded to the EOS log to provide better visibility. * feat: add duration to string conversion Make to_duration to also return the duration as string on request. * chore: Use info logging to report missing optimization parameters In parameter preparation for automatic optimization an error was logged for missing paramters. Log is now down using the info level. * chore: make EOSdash use the EOS data directory for file import/ export EOSdash use the EOS data directory for file import/ export by default. This allows to use the configuration import/ export function also within docker images. * chore: improve EOSdash config tab display Improve display of JSON code and add more forms for config value update. * chore: make docker image file system layout similar to home assistant Only use /data directory for persistent data. This is handled as a docker volume. The /data volume is mapped to ~/.local/share/net.akkudoktor.eos if using docker compose. * chore: add home assistant add-on development environment Add VSCode devcontainer and task definition for home assistant add-on development. * chore: improve documentation
2025-12-30 22:08:21 +01:00
if isinstance(value, str):
value = Path(value)
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
try:
value.resolve()
value.mkdir(parents=True, exist_ok=True)
except Exception:
feat: add Home Assistant and NodeRED adapters (#764) Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. The fix includes several bug fixes that are not directly related to the adapter implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: development version scheme The development versioning scheme is adaptet to fit to docker and home assistant expectations. The new scheme is x.y.z and x.y.z.dev<hash>. Hash is only digits as expected by home assistant. Development version is appended by .dev as expected by docker. * fix: use mean value in interval on resampling for array When downsampling data use the mean value of all values within the new sampling interval. * fix: default battery ev soc and appliance wh Make the genetic simulation return default values for the battery SoC, electric vehicle SoC and appliance load if these assets are not used. * fix: import json string Strip outer quotes from JSON strings on import to be compliant to json.loads() expectation. * fix: default interval definition for import data Default interval must be defined in lowercase human definition to be accepted by pendulum. * fix: clearoutside schema change * feat: add adapters for integrations Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. * feat: allow eos to be started with root permissions and drop priviledges Home assistant starts all add-ons with root permissions. Eos now drops root permissions if an applicable user is defined by paramter --run_as_user. The docker image defines the user eos to be used. * feat: make eos supervise and monitor EOSdash Eos now not only starts EOSdash but also monitors EOSdash during runtime and restarts EOSdash on fault. EOSdash logging is captured by EOS and forwarded to the EOS log to provide better visibility. * feat: add duration to string conversion Make to_duration to also return the duration as string on request. * chore: Use info logging to report missing optimization parameters In parameter preparation for automatic optimization an error was logged for missing paramters. Log is now down using the info level. * chore: make EOSdash use the EOS data directory for file import/ export EOSdash use the EOS data directory for file import/ export by default. This allows to use the configuration import/ export function also within docker images. * chore: improve EOSdash config tab display Improve display of JSON code and add more forms for config value update. * chore: make docker image file system layout similar to home assistant Only use /data directory for persistent data. This is handled as a docker volume. The /data volume is mapped to ~/.local/share/net.akkudoktor.eos if using docker compose. * chore: add home assistant add-on development environment Add VSCode devcontainer and task definition for home assistant add-on development. * chore: improve documentation
2025-12-30 22:08:21 +01:00
raise ValueError(f"Data folder path '{value}' is not a directory.")
return value
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
class SettingsEOS(pydantic_settings.BaseSettings, PydanticModelNestedValueMixin):
"""Settings for all EOS.
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
Only used to update the configuration with specific settings.
"""
Improve caching. (#431) * Move the caching module to core. Add an in memory cache that for caching function and method results during an energy management run (optimization run). Two decorators are provided for methods and functions. * Improve the file cache store by load and save functions. Make EOS load the cache file store on startup and save it on shutdown. Add a cyclic task that cleans the cache file store from outdated cache files. * Improve startup of EOSdash by EOS Make EOS starting EOSdash adhere to path configuration given in EOS. The whole environment from EOS is now passed to EOSdash. Should also prevent test errors due to unwanted/ wrong config file creation. Both servers now provide a health endpoint that can be used to detect whether the server is running. This is also used for testing now. * Improve startup of EOS EOS now has got an energy management task that runs shortly after startup. It tries to execute energy management runs with predictions newly fetched or initialized from cached data on first run. * Improve shutdown of EOS EOS has now a shutdown task that shuts EOS down gracefully with some time delay to allow REST API requests for shutdwon or restart to be fully serviced. * Improve EMS Add energy management task for repeated energy management controlled by startup delay and interval configuration parameters. Translate EnergieManagementSystem to english EnergyManagement. * Add administration endpoints - endpoints to control caching from REST API. - endpoints to control server restart (will not work on Windows) and shutdown from REST API * Improve doc generation Use "\n" linenend convention also on Windows when generating doc files. Replace Windows specific 127.0.0.1 address by standard 0.0.0.0. * Improve test support (to be able to test caching) - Add system test option to pytest for running tests with "real" resources - Add new test fixture to start server for test class and test function - Make kill signal adapt to Windows/ Linux - Use consistently "\n" for lineends when writing text files in doc test - Fix test_logging under Windows - Fix conftest config_default_dirs test fixture under Windows From @Lasall * Improve Windows support - Use 127.0.0.1 as default config host (model defaults) and addionally redirect 0.0.0.0 to localhost on Windows (because default config file still has 0.0.0.0). - Update install/startup instructions as package installation is required atm. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-02-12 21:35:51 +01:00
general: Optional[GeneralSettings] = Field(
default=None, json_schema_extra={"description": "General Settings"}
Improve caching. (#431) * Move the caching module to core. Add an in memory cache that for caching function and method results during an energy management run (optimization run). Two decorators are provided for methods and functions. * Improve the file cache store by load and save functions. Make EOS load the cache file store on startup and save it on shutdown. Add a cyclic task that cleans the cache file store from outdated cache files. * Improve startup of EOSdash by EOS Make EOS starting EOSdash adhere to path configuration given in EOS. The whole environment from EOS is now passed to EOSdash. Should also prevent test errors due to unwanted/ wrong config file creation. Both servers now provide a health endpoint that can be used to detect whether the server is running. This is also used for testing now. * Improve startup of EOS EOS now has got an energy management task that runs shortly after startup. It tries to execute energy management runs with predictions newly fetched or initialized from cached data on first run. * Improve shutdown of EOS EOS has now a shutdown task that shuts EOS down gracefully with some time delay to allow REST API requests for shutdwon or restart to be fully serviced. * Improve EMS Add energy management task for repeated energy management controlled by startup delay and interval configuration parameters. Translate EnergieManagementSystem to english EnergyManagement. * Add administration endpoints - endpoints to control caching from REST API. - endpoints to control server restart (will not work on Windows) and shutdown from REST API * Improve doc generation Use "\n" linenend convention also on Windows when generating doc files. Replace Windows specific 127.0.0.1 address by standard 0.0.0.0. * Improve test support (to be able to test caching) - Add system test option to pytest for running tests with "real" resources - Add new test fixture to start server for test class and test function - Make kill signal adapt to Windows/ Linux - Use consistently "\n" for lineends when writing text files in doc test - Fix test_logging under Windows - Fix conftest config_default_dirs test fixture under Windows From @Lasall * Improve Windows support - Use 127.0.0.1 as default config host (model defaults) and addionally redirect 0.0.0.0 to localhost on Windows (because default config file still has 0.0.0.0). - Update install/startup instructions as package installation is required atm. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-02-12 21:35:51 +01:00
)
cache: Optional[CacheCommonSettings] = Field(
default=None, json_schema_extra={"description": "Cache Settings"}
Improve caching. (#431) * Move the caching module to core. Add an in memory cache that for caching function and method results during an energy management run (optimization run). Two decorators are provided for methods and functions. * Improve the file cache store by load and save functions. Make EOS load the cache file store on startup and save it on shutdown. Add a cyclic task that cleans the cache file store from outdated cache files. * Improve startup of EOSdash by EOS Make EOS starting EOSdash adhere to path configuration given in EOS. The whole environment from EOS is now passed to EOSdash. Should also prevent test errors due to unwanted/ wrong config file creation. Both servers now provide a health endpoint that can be used to detect whether the server is running. This is also used for testing now. * Improve startup of EOS EOS now has got an energy management task that runs shortly after startup. It tries to execute energy management runs with predictions newly fetched or initialized from cached data on first run. * Improve shutdown of EOS EOS has now a shutdown task that shuts EOS down gracefully with some time delay to allow REST API requests for shutdwon or restart to be fully serviced. * Improve EMS Add energy management task for repeated energy management controlled by startup delay and interval configuration parameters. Translate EnergieManagementSystem to english EnergyManagement. * Add administration endpoints - endpoints to control caching from REST API. - endpoints to control server restart (will not work on Windows) and shutdown from REST API * Improve doc generation Use "\n" linenend convention also on Windows when generating doc files. Replace Windows specific 127.0.0.1 address by standard 0.0.0.0. * Improve test support (to be able to test caching) - Add system test option to pytest for running tests with "real" resources - Add new test fixture to start server for test class and test function - Make kill signal adapt to Windows/ Linux - Use consistently "\n" for lineends when writing text files in doc test - Fix test_logging under Windows - Fix conftest config_default_dirs test fixture under Windows From @Lasall * Improve Windows support - Use 127.0.0.1 as default config host (model defaults) and addionally redirect 0.0.0.0 to localhost on Windows (because default config file still has 0.0.0.0). - Update install/startup instructions as package installation is required atm. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-02-12 21:35:51 +01:00
)
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
database: Optional[DatabaseCommonSettings] = Field(
default=None, json_schema_extra={"description": "Database Settings"}
)
Improve caching. (#431) * Move the caching module to core. Add an in memory cache that for caching function and method results during an energy management run (optimization run). Two decorators are provided for methods and functions. * Improve the file cache store by load and save functions. Make EOS load the cache file store on startup and save it on shutdown. Add a cyclic task that cleans the cache file store from outdated cache files. * Improve startup of EOSdash by EOS Make EOS starting EOSdash adhere to path configuration given in EOS. The whole environment from EOS is now passed to EOSdash. Should also prevent test errors due to unwanted/ wrong config file creation. Both servers now provide a health endpoint that can be used to detect whether the server is running. This is also used for testing now. * Improve startup of EOS EOS now has got an energy management task that runs shortly after startup. It tries to execute energy management runs with predictions newly fetched or initialized from cached data on first run. * Improve shutdown of EOS EOS has now a shutdown task that shuts EOS down gracefully with some time delay to allow REST API requests for shutdwon or restart to be fully serviced. * Improve EMS Add energy management task for repeated energy management controlled by startup delay and interval configuration parameters. Translate EnergieManagementSystem to english EnergyManagement. * Add administration endpoints - endpoints to control caching from REST API. - endpoints to control server restart (will not work on Windows) and shutdown from REST API * Improve doc generation Use "\n" linenend convention also on Windows when generating doc files. Replace Windows specific 127.0.0.1 address by standard 0.0.0.0. * Improve test support (to be able to test caching) - Add system test option to pytest for running tests with "real" resources - Add new test fixture to start server for test class and test function - Make kill signal adapt to Windows/ Linux - Use consistently "\n" for lineends when writing text files in doc test - Fix test_logging under Windows - Fix conftest config_default_dirs test fixture under Windows From @Lasall * Improve Windows support - Use 127.0.0.1 as default config host (model defaults) and addionally redirect 0.0.0.0 to localhost on Windows (because default config file still has 0.0.0.0). - Update install/startup instructions as package installation is required atm. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-02-12 21:35:51 +01:00
ems: Optional[EnergyManagementCommonSettings] = Field(
default=None, json_schema_extra={"description": "Energy Management Settings"}
Improve caching. (#431) * Move the caching module to core. Add an in memory cache that for caching function and method results during an energy management run (optimization run). Two decorators are provided for methods and functions. * Improve the file cache store by load and save functions. Make EOS load the cache file store on startup and save it on shutdown. Add a cyclic task that cleans the cache file store from outdated cache files. * Improve startup of EOSdash by EOS Make EOS starting EOSdash adhere to path configuration given in EOS. The whole environment from EOS is now passed to EOSdash. Should also prevent test errors due to unwanted/ wrong config file creation. Both servers now provide a health endpoint that can be used to detect whether the server is running. This is also used for testing now. * Improve startup of EOS EOS now has got an energy management task that runs shortly after startup. It tries to execute energy management runs with predictions newly fetched or initialized from cached data on first run. * Improve shutdown of EOS EOS has now a shutdown task that shuts EOS down gracefully with some time delay to allow REST API requests for shutdwon or restart to be fully serviced. * Improve EMS Add energy management task for repeated energy management controlled by startup delay and interval configuration parameters. Translate EnergieManagementSystem to english EnergyManagement. * Add administration endpoints - endpoints to control caching from REST API. - endpoints to control server restart (will not work on Windows) and shutdown from REST API * Improve doc generation Use "\n" linenend convention also on Windows when generating doc files. Replace Windows specific 127.0.0.1 address by standard 0.0.0.0. * Improve test support (to be able to test caching) - Add system test option to pytest for running tests with "real" resources - Add new test fixture to start server for test class and test function - Make kill signal adapt to Windows/ Linux - Use consistently "\n" for lineends when writing text files in doc test - Fix test_logging under Windows - Fix conftest config_default_dirs test fixture under Windows From @Lasall * Improve Windows support - Use 127.0.0.1 as default config host (model defaults) and addionally redirect 0.0.0.0 to localhost on Windows (because default config file still has 0.0.0.0). - Update install/startup instructions as package installation is required atm. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-02-12 21:35:51 +01:00
)
logging: Optional[LoggingCommonSettings] = Field(
default=None, json_schema_extra={"description": "Logging Settings"}
Improve caching. (#431) * Move the caching module to core. Add an in memory cache that for caching function and method results during an energy management run (optimization run). Two decorators are provided for methods and functions. * Improve the file cache store by load and save functions. Make EOS load the cache file store on startup and save it on shutdown. Add a cyclic task that cleans the cache file store from outdated cache files. * Improve startup of EOSdash by EOS Make EOS starting EOSdash adhere to path configuration given in EOS. The whole environment from EOS is now passed to EOSdash. Should also prevent test errors due to unwanted/ wrong config file creation. Both servers now provide a health endpoint that can be used to detect whether the server is running. This is also used for testing now. * Improve startup of EOS EOS now has got an energy management task that runs shortly after startup. It tries to execute energy management runs with predictions newly fetched or initialized from cached data on first run. * Improve shutdown of EOS EOS has now a shutdown task that shuts EOS down gracefully with some time delay to allow REST API requests for shutdwon or restart to be fully serviced. * Improve EMS Add energy management task for repeated energy management controlled by startup delay and interval configuration parameters. Translate EnergieManagementSystem to english EnergyManagement. * Add administration endpoints - endpoints to control caching from REST API. - endpoints to control server restart (will not work on Windows) and shutdown from REST API * Improve doc generation Use "\n" linenend convention also on Windows when generating doc files. Replace Windows specific 127.0.0.1 address by standard 0.0.0.0. * Improve test support (to be able to test caching) - Add system test option to pytest for running tests with "real" resources - Add new test fixture to start server for test class and test function - Make kill signal adapt to Windows/ Linux - Use consistently "\n" for lineends when writing text files in doc test - Fix test_logging under Windows - Fix conftest config_default_dirs test fixture under Windows From @Lasall * Improve Windows support - Use 127.0.0.1 as default config host (model defaults) and addionally redirect 0.0.0.0 to localhost on Windows (because default config file still has 0.0.0.0). - Update install/startup instructions as package installation is required atm. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-02-12 21:35:51 +01:00
)
devices: Optional[DevicesCommonSettings] = Field(
default=None, json_schema_extra={"description": "Devices Settings"}
Improve caching. (#431) * Move the caching module to core. Add an in memory cache that for caching function and method results during an energy management run (optimization run). Two decorators are provided for methods and functions. * Improve the file cache store by load and save functions. Make EOS load the cache file store on startup and save it on shutdown. Add a cyclic task that cleans the cache file store from outdated cache files. * Improve startup of EOSdash by EOS Make EOS starting EOSdash adhere to path configuration given in EOS. The whole environment from EOS is now passed to EOSdash. Should also prevent test errors due to unwanted/ wrong config file creation. Both servers now provide a health endpoint that can be used to detect whether the server is running. This is also used for testing now. * Improve startup of EOS EOS now has got an energy management task that runs shortly after startup. It tries to execute energy management runs with predictions newly fetched or initialized from cached data on first run. * Improve shutdown of EOS EOS has now a shutdown task that shuts EOS down gracefully with some time delay to allow REST API requests for shutdwon or restart to be fully serviced. * Improve EMS Add energy management task for repeated energy management controlled by startup delay and interval configuration parameters. Translate EnergieManagementSystem to english EnergyManagement. * Add administration endpoints - endpoints to control caching from REST API. - endpoints to control server restart (will not work on Windows) and shutdown from REST API * Improve doc generation Use "\n" linenend convention also on Windows when generating doc files. Replace Windows specific 127.0.0.1 address by standard 0.0.0.0. * Improve test support (to be able to test caching) - Add system test option to pytest for running tests with "real" resources - Add new test fixture to start server for test class and test function - Make kill signal adapt to Windows/ Linux - Use consistently "\n" for lineends when writing text files in doc test - Fix test_logging under Windows - Fix conftest config_default_dirs test fixture under Windows From @Lasall * Improve Windows support - Use 127.0.0.1 as default config host (model defaults) and addionally redirect 0.0.0.0 to localhost on Windows (because default config file still has 0.0.0.0). - Update install/startup instructions as package installation is required atm. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-02-12 21:35:51 +01:00
)
measurement: Optional[MeasurementCommonSettings] = Field(
default=None, json_schema_extra={"description": "Measurement Settings"}
Improve caching. (#431) * Move the caching module to core. Add an in memory cache that for caching function and method results during an energy management run (optimization run). Two decorators are provided for methods and functions. * Improve the file cache store by load and save functions. Make EOS load the cache file store on startup and save it on shutdown. Add a cyclic task that cleans the cache file store from outdated cache files. * Improve startup of EOSdash by EOS Make EOS starting EOSdash adhere to path configuration given in EOS. The whole environment from EOS is now passed to EOSdash. Should also prevent test errors due to unwanted/ wrong config file creation. Both servers now provide a health endpoint that can be used to detect whether the server is running. This is also used for testing now. * Improve startup of EOS EOS now has got an energy management task that runs shortly after startup. It tries to execute energy management runs with predictions newly fetched or initialized from cached data on first run. * Improve shutdown of EOS EOS has now a shutdown task that shuts EOS down gracefully with some time delay to allow REST API requests for shutdwon or restart to be fully serviced. * Improve EMS Add energy management task for repeated energy management controlled by startup delay and interval configuration parameters. Translate EnergieManagementSystem to english EnergyManagement. * Add administration endpoints - endpoints to control caching from REST API. - endpoints to control server restart (will not work on Windows) and shutdown from REST API * Improve doc generation Use "\n" linenend convention also on Windows when generating doc files. Replace Windows specific 127.0.0.1 address by standard 0.0.0.0. * Improve test support (to be able to test caching) - Add system test option to pytest for running tests with "real" resources - Add new test fixture to start server for test class and test function - Make kill signal adapt to Windows/ Linux - Use consistently "\n" for lineends when writing text files in doc test - Fix test_logging under Windows - Fix conftest config_default_dirs test fixture under Windows From @Lasall * Improve Windows support - Use 127.0.0.1 as default config host (model defaults) and addionally redirect 0.0.0.0 to localhost on Windows (because default config file still has 0.0.0.0). - Update install/startup instructions as package installation is required atm. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-02-12 21:35:51 +01:00
)
optimization: Optional[OptimizationCommonSettings] = Field(
default=None, json_schema_extra={"description": "Optimization Settings"}
Improve caching. (#431) * Move the caching module to core. Add an in memory cache that for caching function and method results during an energy management run (optimization run). Two decorators are provided for methods and functions. * Improve the file cache store by load and save functions. Make EOS load the cache file store on startup and save it on shutdown. Add a cyclic task that cleans the cache file store from outdated cache files. * Improve startup of EOSdash by EOS Make EOS starting EOSdash adhere to path configuration given in EOS. The whole environment from EOS is now passed to EOSdash. Should also prevent test errors due to unwanted/ wrong config file creation. Both servers now provide a health endpoint that can be used to detect whether the server is running. This is also used for testing now. * Improve startup of EOS EOS now has got an energy management task that runs shortly after startup. It tries to execute energy management runs with predictions newly fetched or initialized from cached data on first run. * Improve shutdown of EOS EOS has now a shutdown task that shuts EOS down gracefully with some time delay to allow REST API requests for shutdwon or restart to be fully serviced. * Improve EMS Add energy management task for repeated energy management controlled by startup delay and interval configuration parameters. Translate EnergieManagementSystem to english EnergyManagement. * Add administration endpoints - endpoints to control caching from REST API. - endpoints to control server restart (will not work on Windows) and shutdown from REST API * Improve doc generation Use "\n" linenend convention also on Windows when generating doc files. Replace Windows specific 127.0.0.1 address by standard 0.0.0.0. * Improve test support (to be able to test caching) - Add system test option to pytest for running tests with "real" resources - Add new test fixture to start server for test class and test function - Make kill signal adapt to Windows/ Linux - Use consistently "\n" for lineends when writing text files in doc test - Fix test_logging under Windows - Fix conftest config_default_dirs test fixture under Windows From @Lasall * Improve Windows support - Use 127.0.0.1 as default config host (model defaults) and addionally redirect 0.0.0.0 to localhost on Windows (because default config file still has 0.0.0.0). - Update install/startup instructions as package installation is required atm. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-02-12 21:35:51 +01:00
)
prediction: Optional[PredictionCommonSettings] = Field(
default=None, json_schema_extra={"description": "Prediction Settings"}
Improve caching. (#431) * Move the caching module to core. Add an in memory cache that for caching function and method results during an energy management run (optimization run). Two decorators are provided for methods and functions. * Improve the file cache store by load and save functions. Make EOS load the cache file store on startup and save it on shutdown. Add a cyclic task that cleans the cache file store from outdated cache files. * Improve startup of EOSdash by EOS Make EOS starting EOSdash adhere to path configuration given in EOS. The whole environment from EOS is now passed to EOSdash. Should also prevent test errors due to unwanted/ wrong config file creation. Both servers now provide a health endpoint that can be used to detect whether the server is running. This is also used for testing now. * Improve startup of EOS EOS now has got an energy management task that runs shortly after startup. It tries to execute energy management runs with predictions newly fetched or initialized from cached data on first run. * Improve shutdown of EOS EOS has now a shutdown task that shuts EOS down gracefully with some time delay to allow REST API requests for shutdwon or restart to be fully serviced. * Improve EMS Add energy management task for repeated energy management controlled by startup delay and interval configuration parameters. Translate EnergieManagementSystem to english EnergyManagement. * Add administration endpoints - endpoints to control caching from REST API. - endpoints to control server restart (will not work on Windows) and shutdown from REST API * Improve doc generation Use "\n" linenend convention also on Windows when generating doc files. Replace Windows specific 127.0.0.1 address by standard 0.0.0.0. * Improve test support (to be able to test caching) - Add system test option to pytest for running tests with "real" resources - Add new test fixture to start server for test class and test function - Make kill signal adapt to Windows/ Linux - Use consistently "\n" for lineends when writing text files in doc test - Fix test_logging under Windows - Fix conftest config_default_dirs test fixture under Windows From @Lasall * Improve Windows support - Use 127.0.0.1 as default config host (model defaults) and addionally redirect 0.0.0.0 to localhost on Windows (because default config file still has 0.0.0.0). - Update install/startup instructions as package installation is required atm. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-02-12 21:35:51 +01:00
)
elecprice: Optional[ElecPriceCommonSettings] = Field(
default=None, json_schema_extra={"description": "Electricity Price Settings"}
Improve caching. (#431) * Move the caching module to core. Add an in memory cache that for caching function and method results during an energy management run (optimization run). Two decorators are provided for methods and functions. * Improve the file cache store by load and save functions. Make EOS load the cache file store on startup and save it on shutdown. Add a cyclic task that cleans the cache file store from outdated cache files. * Improve startup of EOSdash by EOS Make EOS starting EOSdash adhere to path configuration given in EOS. The whole environment from EOS is now passed to EOSdash. Should also prevent test errors due to unwanted/ wrong config file creation. Both servers now provide a health endpoint that can be used to detect whether the server is running. This is also used for testing now. * Improve startup of EOS EOS now has got an energy management task that runs shortly after startup. It tries to execute energy management runs with predictions newly fetched or initialized from cached data on first run. * Improve shutdown of EOS EOS has now a shutdown task that shuts EOS down gracefully with some time delay to allow REST API requests for shutdwon or restart to be fully serviced. * Improve EMS Add energy management task for repeated energy management controlled by startup delay and interval configuration parameters. Translate EnergieManagementSystem to english EnergyManagement. * Add administration endpoints - endpoints to control caching from REST API. - endpoints to control server restart (will not work on Windows) and shutdown from REST API * Improve doc generation Use "\n" linenend convention also on Windows when generating doc files. Replace Windows specific 127.0.0.1 address by standard 0.0.0.0. * Improve test support (to be able to test caching) - Add system test option to pytest for running tests with "real" resources - Add new test fixture to start server for test class and test function - Make kill signal adapt to Windows/ Linux - Use consistently "\n" for lineends when writing text files in doc test - Fix test_logging under Windows - Fix conftest config_default_dirs test fixture under Windows From @Lasall * Improve Windows support - Use 127.0.0.1 as default config host (model defaults) and addionally redirect 0.0.0.0 to localhost on Windows (because default config file still has 0.0.0.0). - Update install/startup instructions as package installation is required atm. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-02-12 21:35:51 +01:00
)
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
feedintariff: Optional[FeedInTariffCommonSettings] = Field(
default=None, json_schema_extra={"description": "Feed In Tariff Settings"}
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
)
Improve caching. (#431) * Move the caching module to core. Add an in memory cache that for caching function and method results during an energy management run (optimization run). Two decorators are provided for methods and functions. * Improve the file cache store by load and save functions. Make EOS load the cache file store on startup and save it on shutdown. Add a cyclic task that cleans the cache file store from outdated cache files. * Improve startup of EOSdash by EOS Make EOS starting EOSdash adhere to path configuration given in EOS. The whole environment from EOS is now passed to EOSdash. Should also prevent test errors due to unwanted/ wrong config file creation. Both servers now provide a health endpoint that can be used to detect whether the server is running. This is also used for testing now. * Improve startup of EOS EOS now has got an energy management task that runs shortly after startup. It tries to execute energy management runs with predictions newly fetched or initialized from cached data on first run. * Improve shutdown of EOS EOS has now a shutdown task that shuts EOS down gracefully with some time delay to allow REST API requests for shutdwon or restart to be fully serviced. * Improve EMS Add energy management task for repeated energy management controlled by startup delay and interval configuration parameters. Translate EnergieManagementSystem to english EnergyManagement. * Add administration endpoints - endpoints to control caching from REST API. - endpoints to control server restart (will not work on Windows) and shutdown from REST API * Improve doc generation Use "\n" linenend convention also on Windows when generating doc files. Replace Windows specific 127.0.0.1 address by standard 0.0.0.0. * Improve test support (to be able to test caching) - Add system test option to pytest for running tests with "real" resources - Add new test fixture to start server for test class and test function - Make kill signal adapt to Windows/ Linux - Use consistently "\n" for lineends when writing text files in doc test - Fix test_logging under Windows - Fix conftest config_default_dirs test fixture under Windows From @Lasall * Improve Windows support - Use 127.0.0.1 as default config host (model defaults) and addionally redirect 0.0.0.0 to localhost on Windows (because default config file still has 0.0.0.0). - Update install/startup instructions as package installation is required atm. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-02-12 21:35:51 +01:00
load: Optional[LoadCommonSettings] = Field(
default=None, json_schema_extra={"description": "Load Settings"}
Improve caching. (#431) * Move the caching module to core. Add an in memory cache that for caching function and method results during an energy management run (optimization run). Two decorators are provided for methods and functions. * Improve the file cache store by load and save functions. Make EOS load the cache file store on startup and save it on shutdown. Add a cyclic task that cleans the cache file store from outdated cache files. * Improve startup of EOSdash by EOS Make EOS starting EOSdash adhere to path configuration given in EOS. The whole environment from EOS is now passed to EOSdash. Should also prevent test errors due to unwanted/ wrong config file creation. Both servers now provide a health endpoint that can be used to detect whether the server is running. This is also used for testing now. * Improve startup of EOS EOS now has got an energy management task that runs shortly after startup. It tries to execute energy management runs with predictions newly fetched or initialized from cached data on first run. * Improve shutdown of EOS EOS has now a shutdown task that shuts EOS down gracefully with some time delay to allow REST API requests for shutdwon or restart to be fully serviced. * Improve EMS Add energy management task for repeated energy management controlled by startup delay and interval configuration parameters. Translate EnergieManagementSystem to english EnergyManagement. * Add administration endpoints - endpoints to control caching from REST API. - endpoints to control server restart (will not work on Windows) and shutdown from REST API * Improve doc generation Use "\n" linenend convention also on Windows when generating doc files. Replace Windows specific 127.0.0.1 address by standard 0.0.0.0. * Improve test support (to be able to test caching) - Add system test option to pytest for running tests with "real" resources - Add new test fixture to start server for test class and test function - Make kill signal adapt to Windows/ Linux - Use consistently "\n" for lineends when writing text files in doc test - Fix test_logging under Windows - Fix conftest config_default_dirs test fixture under Windows From @Lasall * Improve Windows support - Use 127.0.0.1 as default config host (model defaults) and addionally redirect 0.0.0.0 to localhost on Windows (because default config file still has 0.0.0.0). - Update install/startup instructions as package installation is required atm. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-02-12 21:35:51 +01:00
)
pvforecast: Optional[PVForecastCommonSettings] = Field(
default=None, json_schema_extra={"description": "PV Forecast Settings"}
Improve caching. (#431) * Move the caching module to core. Add an in memory cache that for caching function and method results during an energy management run (optimization run). Two decorators are provided for methods and functions. * Improve the file cache store by load and save functions. Make EOS load the cache file store on startup and save it on shutdown. Add a cyclic task that cleans the cache file store from outdated cache files. * Improve startup of EOSdash by EOS Make EOS starting EOSdash adhere to path configuration given in EOS. The whole environment from EOS is now passed to EOSdash. Should also prevent test errors due to unwanted/ wrong config file creation. Both servers now provide a health endpoint that can be used to detect whether the server is running. This is also used for testing now. * Improve startup of EOS EOS now has got an energy management task that runs shortly after startup. It tries to execute energy management runs with predictions newly fetched or initialized from cached data on first run. * Improve shutdown of EOS EOS has now a shutdown task that shuts EOS down gracefully with some time delay to allow REST API requests for shutdwon or restart to be fully serviced. * Improve EMS Add energy management task for repeated energy management controlled by startup delay and interval configuration parameters. Translate EnergieManagementSystem to english EnergyManagement. * Add administration endpoints - endpoints to control caching from REST API. - endpoints to control server restart (will not work on Windows) and shutdown from REST API * Improve doc generation Use "\n" linenend convention also on Windows when generating doc files. Replace Windows specific 127.0.0.1 address by standard 0.0.0.0. * Improve test support (to be able to test caching) - Add system test option to pytest for running tests with "real" resources - Add new test fixture to start server for test class and test function - Make kill signal adapt to Windows/ Linux - Use consistently "\n" for lineends when writing text files in doc test - Fix test_logging under Windows - Fix conftest config_default_dirs test fixture under Windows From @Lasall * Improve Windows support - Use 127.0.0.1 as default config host (model defaults) and addionally redirect 0.0.0.0 to localhost on Windows (because default config file still has 0.0.0.0). - Update install/startup instructions as package installation is required atm. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-02-12 21:35:51 +01:00
)
weather: Optional[WeatherCommonSettings] = Field(
default=None, json_schema_extra={"description": "Weather Settings"}
Improve caching. (#431) * Move the caching module to core. Add an in memory cache that for caching function and method results during an energy management run (optimization run). Two decorators are provided for methods and functions. * Improve the file cache store by load and save functions. Make EOS load the cache file store on startup and save it on shutdown. Add a cyclic task that cleans the cache file store from outdated cache files. * Improve startup of EOSdash by EOS Make EOS starting EOSdash adhere to path configuration given in EOS. The whole environment from EOS is now passed to EOSdash. Should also prevent test errors due to unwanted/ wrong config file creation. Both servers now provide a health endpoint that can be used to detect whether the server is running. This is also used for testing now. * Improve startup of EOS EOS now has got an energy management task that runs shortly after startup. It tries to execute energy management runs with predictions newly fetched or initialized from cached data on first run. * Improve shutdown of EOS EOS has now a shutdown task that shuts EOS down gracefully with some time delay to allow REST API requests for shutdwon or restart to be fully serviced. * Improve EMS Add energy management task for repeated energy management controlled by startup delay and interval configuration parameters. Translate EnergieManagementSystem to english EnergyManagement. * Add administration endpoints - endpoints to control caching from REST API. - endpoints to control server restart (will not work on Windows) and shutdown from REST API * Improve doc generation Use "\n" linenend convention also on Windows when generating doc files. Replace Windows specific 127.0.0.1 address by standard 0.0.0.0. * Improve test support (to be able to test caching) - Add system test option to pytest for running tests with "real" resources - Add new test fixture to start server for test class and test function - Make kill signal adapt to Windows/ Linux - Use consistently "\n" for lineends when writing text files in doc test - Fix test_logging under Windows - Fix conftest config_default_dirs test fixture under Windows From @Lasall * Improve Windows support - Use 127.0.0.1 as default config host (model defaults) and addionally redirect 0.0.0.0 to localhost on Windows (because default config file still has 0.0.0.0). - Update install/startup instructions as package installation is required atm. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-02-12 21:35:51 +01:00
)
server: Optional[ServerCommonSettings] = Field(
default=None, json_schema_extra={"description": "Server Settings"}
Improve caching. (#431) * Move the caching module to core. Add an in memory cache that for caching function and method results during an energy management run (optimization run). Two decorators are provided for methods and functions. * Improve the file cache store by load and save functions. Make EOS load the cache file store on startup and save it on shutdown. Add a cyclic task that cleans the cache file store from outdated cache files. * Improve startup of EOSdash by EOS Make EOS starting EOSdash adhere to path configuration given in EOS. The whole environment from EOS is now passed to EOSdash. Should also prevent test errors due to unwanted/ wrong config file creation. Both servers now provide a health endpoint that can be used to detect whether the server is running. This is also used for testing now. * Improve startup of EOS EOS now has got an energy management task that runs shortly after startup. It tries to execute energy management runs with predictions newly fetched or initialized from cached data on first run. * Improve shutdown of EOS EOS has now a shutdown task that shuts EOS down gracefully with some time delay to allow REST API requests for shutdwon or restart to be fully serviced. * Improve EMS Add energy management task for repeated energy management controlled by startup delay and interval configuration parameters. Translate EnergieManagementSystem to english EnergyManagement. * Add administration endpoints - endpoints to control caching from REST API. - endpoints to control server restart (will not work on Windows) and shutdown from REST API * Improve doc generation Use "\n" linenend convention also on Windows when generating doc files. Replace Windows specific 127.0.0.1 address by standard 0.0.0.0. * Improve test support (to be able to test caching) - Add system test option to pytest for running tests with "real" resources - Add new test fixture to start server for test class and test function - Make kill signal adapt to Windows/ Linux - Use consistently "\n" for lineends when writing text files in doc test - Fix test_logging under Windows - Fix conftest config_default_dirs test fixture under Windows From @Lasall * Improve Windows support - Use 127.0.0.1 as default config host (model defaults) and addionally redirect 0.0.0.0 to localhost on Windows (because default config file still has 0.0.0.0). - Update install/startup instructions as package installation is required atm. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-02-12 21:35:51 +01:00
)
utils: Optional[UtilsCommonSettings] = Field(
default=None, json_schema_extra={"description": "Utilities Settings"}
Improve caching. (#431) * Move the caching module to core. Add an in memory cache that for caching function and method results during an energy management run (optimization run). Two decorators are provided for methods and functions. * Improve the file cache store by load and save functions. Make EOS load the cache file store on startup and save it on shutdown. Add a cyclic task that cleans the cache file store from outdated cache files. * Improve startup of EOSdash by EOS Make EOS starting EOSdash adhere to path configuration given in EOS. The whole environment from EOS is now passed to EOSdash. Should also prevent test errors due to unwanted/ wrong config file creation. Both servers now provide a health endpoint that can be used to detect whether the server is running. This is also used for testing now. * Improve startup of EOS EOS now has got an energy management task that runs shortly after startup. It tries to execute energy management runs with predictions newly fetched or initialized from cached data on first run. * Improve shutdown of EOS EOS has now a shutdown task that shuts EOS down gracefully with some time delay to allow REST API requests for shutdwon or restart to be fully serviced. * Improve EMS Add energy management task for repeated energy management controlled by startup delay and interval configuration parameters. Translate EnergieManagementSystem to english EnergyManagement. * Add administration endpoints - endpoints to control caching from REST API. - endpoints to control server restart (will not work on Windows) and shutdown from REST API * Improve doc generation Use "\n" linenend convention also on Windows when generating doc files. Replace Windows specific 127.0.0.1 address by standard 0.0.0.0. * Improve test support (to be able to test caching) - Add system test option to pytest for running tests with "real" resources - Add new test fixture to start server for test class and test function - Make kill signal adapt to Windows/ Linux - Use consistently "\n" for lineends when writing text files in doc test - Fix test_logging under Windows - Fix conftest config_default_dirs test fixture under Windows From @Lasall * Improve Windows support - Use 127.0.0.1 as default config host (model defaults) and addionally redirect 0.0.0.0 to localhost on Windows (because default config file still has 0.0.0.0). - Update install/startup instructions as package installation is required atm. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-02-12 21:35:51 +01:00
)
feat: add Home Assistant and NodeRED adapters (#764) Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. The fix includes several bug fixes that are not directly related to the adapter implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: development version scheme The development versioning scheme is adaptet to fit to docker and home assistant expectations. The new scheme is x.y.z and x.y.z.dev<hash>. Hash is only digits as expected by home assistant. Development version is appended by .dev as expected by docker. * fix: use mean value in interval on resampling for array When downsampling data use the mean value of all values within the new sampling interval. * fix: default battery ev soc and appliance wh Make the genetic simulation return default values for the battery SoC, electric vehicle SoC and appliance load if these assets are not used. * fix: import json string Strip outer quotes from JSON strings on import to be compliant to json.loads() expectation. * fix: default interval definition for import data Default interval must be defined in lowercase human definition to be accepted by pendulum. * fix: clearoutside schema change * feat: add adapters for integrations Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. * feat: allow eos to be started with root permissions and drop priviledges Home assistant starts all add-ons with root permissions. Eos now drops root permissions if an applicable user is defined by paramter --run_as_user. The docker image defines the user eos to be used. * feat: make eos supervise and monitor EOSdash Eos now not only starts EOSdash but also monitors EOSdash during runtime and restarts EOSdash on fault. EOSdash logging is captured by EOS and forwarded to the EOS log to provide better visibility. * feat: add duration to string conversion Make to_duration to also return the duration as string on request. * chore: Use info logging to report missing optimization parameters In parameter preparation for automatic optimization an error was logged for missing paramters. Log is now down using the info level. * chore: make EOSdash use the EOS data directory for file import/ export EOSdash use the EOS data directory for file import/ export by default. This allows to use the configuration import/ export function also within docker images. * chore: improve EOSdash config tab display Improve display of JSON code and add more forms for config value update. * chore: make docker image file system layout similar to home assistant Only use /data directory for persistent data. This is handled as a docker volume. The /data volume is mapped to ~/.local/share/net.akkudoktor.eos if using docker compose. * chore: add home assistant add-on development environment Add VSCode devcontainer and task definition for home assistant add-on development. * chore: improve documentation
2025-12-30 22:08:21 +01:00
adapter: Optional[AdapterCommonSettings] = Field(
default=None, json_schema_extra={"description": "Adapter Settings"}
)
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
model_config = pydantic_settings.SettingsConfigDict(
env_nested_delimiter="__",
nested_model_default_partial_update=True,
env_prefix="EOS_",
ignored_types=(classproperty,),
)
class SettingsEOSDefaults(SettingsEOS):
"""Settings for all of EOS with defaults.
Used by ConfigEOS instance to make all fields available.
"""
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
general: GeneralSettings = Field(default_factory=GeneralSettings)
cache: CacheCommonSettings = Field(default_factory=CacheCommonSettings)
database: DatabaseCommonSettings = Field(default_factory=DatabaseCommonSettings)
ems: EnergyManagementCommonSettings = Field(default_factory=EnergyManagementCommonSettings)
logging: LoggingCommonSettings = Field(default_factory=LoggingCommonSettings)
devices: DevicesCommonSettings = Field(default_factory=DevicesCommonSettings)
measurement: MeasurementCommonSettings = Field(default_factory=MeasurementCommonSettings)
optimization: OptimizationCommonSettings = Field(default_factory=OptimizationCommonSettings)
prediction: PredictionCommonSettings = Field(default_factory=PredictionCommonSettings)
elecprice: ElecPriceCommonSettings = Field(default_factory=ElecPriceCommonSettings)
feedintariff: FeedInTariffCommonSettings = Field(default_factory=FeedInTariffCommonSettings)
load: LoadCommonSettings = Field(default_factory=LoadCommonSettings)
pvforecast: PVForecastCommonSettings = Field(default_factory=PVForecastCommonSettings)
weather: WeatherCommonSettings = Field(default_factory=WeatherCommonSettings)
server: ServerCommonSettings = Field(default_factory=ServerCommonSettings)
utils: UtilsCommonSettings = Field(default_factory=UtilsCommonSettings)
adapter: AdapterCommonSettings = Field(default_factory=AdapterCommonSettings)
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
def __hash__(self) -> int:
# Just for usage in configmigrate, finally overwritten when used by ConfigEOS.
# This is mutable, so pydantic does not set a hash.
return id(self)
class ConfigEOS(SingletonMixin, SettingsEOSDefaults):
"""Singleton configuration handler for the EOS application.
ConfigEOS extends `SettingsEOS` with support for default configuration paths and automatic
initialization.
`ConfigEOS` ensures that only one instance of the class is created throughout the application,
allowing consistent access to EOS configuration settings. This singleton instance loads
configuration data from a predefined set of directories or creates a default configuration if
none is found.
Initialization Process:
- Upon instantiation, the singleton instance attempts to load a configuration file in this order:
1. The directory specified by the `EOS_CONFIG_DIR` environment variable
2. The directory specified by the `EOS_DIR` environment variable.
3. A platform specific default directory for EOS.
4. The current working directory.
- The first available configuration file found in these directories is loaded.
- If no configuration file is found, a default configuration file is created in the platform
specific default directory, and default settings are loaded into it.
Attributes from the loaded configuration are accessible directly as instance attributes of
`ConfigEOS`, providing a centralized, shared configuration object for EOS.
Singleton Behavior:
- This class uses the `SingletonMixin` to ensure that all requests for `ConfigEOS` return
the same instance, which contains the most up-to-date configuration. Modifying the configuration
in one part of the application reflects across all references to this class.
Raises:
FileNotFoundError: If no configuration file is found, and creating a default configuration fails.
Example:
To initialize and access configuration attributes (only one instance is created):
.. code-block:: python
config_eos = ConfigEOS() # Always returns the same instance
print(config_eos.prediction.hours) # Access a setting from the loaded configuration
"""
APP_NAME: ClassVar[str] = "net.akkudoktor.eos" # reverse order
APP_AUTHOR: ClassVar[str] = "akkudoktor"
EOS_DIR: ClassVar[str] = "EOS_DIR"
feat: add Home Assistant and NodeRED adapters (#764) Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. The fix includes several bug fixes that are not directly related to the adapter implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: development version scheme The development versioning scheme is adaptet to fit to docker and home assistant expectations. The new scheme is x.y.z and x.y.z.dev<hash>. Hash is only digits as expected by home assistant. Development version is appended by .dev as expected by docker. * fix: use mean value in interval on resampling for array When downsampling data use the mean value of all values within the new sampling interval. * fix: default battery ev soc and appliance wh Make the genetic simulation return default values for the battery SoC, electric vehicle SoC and appliance load if these assets are not used. * fix: import json string Strip outer quotes from JSON strings on import to be compliant to json.loads() expectation. * fix: default interval definition for import data Default interval must be defined in lowercase human definition to be accepted by pendulum. * fix: clearoutside schema change * feat: add adapters for integrations Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. * feat: allow eos to be started with root permissions and drop priviledges Home assistant starts all add-ons with root permissions. Eos now drops root permissions if an applicable user is defined by paramter --run_as_user. The docker image defines the user eos to be used. * feat: make eos supervise and monitor EOSdash Eos now not only starts EOSdash but also monitors EOSdash during runtime and restarts EOSdash on fault. EOSdash logging is captured by EOS and forwarded to the EOS log to provide better visibility. * feat: add duration to string conversion Make to_duration to also return the duration as string on request. * chore: Use info logging to report missing optimization parameters In parameter preparation for automatic optimization an error was logged for missing paramters. Log is now down using the info level. * chore: make EOSdash use the EOS data directory for file import/ export EOSdash use the EOS data directory for file import/ export by default. This allows to use the configuration import/ export function also within docker images. * chore: improve EOSdash config tab display Improve display of JSON code and add more forms for config value update. * chore: make docker image file system layout similar to home assistant Only use /data directory for persistent data. This is handled as a docker volume. The /data volume is mapped to ~/.local/share/net.akkudoktor.eos if using docker compose. * chore: add home assistant add-on development environment Add VSCode devcontainer and task definition for home assistant add-on development. * chore: improve documentation
2025-12-30 22:08:21 +01:00
EOS_DATA_DIR: ClassVar[str] = "EOS_DATA_DIR"
EOS_CONFIG_DIR: ClassVar[str] = "EOS_CONFIG_DIR"
ENCODING: ClassVar[str] = "UTF-8"
CONFIG_FILE_NAME: ClassVar[str] = "EOS.config.json"
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
_init_config_eos: ClassVar[dict[str, bool]] = {
"with_init_settings": True,
"with_env_settings": True,
"with_dotenv_settings": True,
"with_file_settings": True,
"with_file_secret_settings": True,
}
_config_file_path: ClassVar[Optional[Path]] = None
_force_documentation_mode = False
def __hash__(self) -> int:
# ConfigEOS is a singleton
return hash("config_eos")
def __eq__(self, other: Any) -> bool:
if not isinstance(other, ConfigEOS):
return False
# ConfigEOS is a singleton
return True
@classmethod
def settings_customise_sources(
cls,
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
settings_cls: Type[pydantic_settings.BaseSettings],
init_settings: pydantic_settings.PydanticBaseSettingsSource,
env_settings: pydantic_settings.PydanticBaseSettingsSource,
dotenv_settings: pydantic_settings.PydanticBaseSettingsSource,
file_secret_settings: pydantic_settings.PydanticBaseSettingsSource,
) -> tuple[pydantic_settings.PydanticBaseSettingsSource, ...]:
"""Customizes the order and handling of settings sources for a pydantic_settings.BaseSettings subclass.
This method determines the sources for application configuration settings, including
2025-01-24 21:14:37 +01:00
environment variables, dotenv files and JSON configuration files.
It ensures that a default configuration file exists and creates one if necessary.
Args:
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
settings_cls (Type[pydantic_settings.BaseSettings]): The Pydantic BaseSettings class for
which sources are customized.
init_settings (pydantic_settings.PydanticBaseSettingsSource): The initial settings source, typically passed at runtime.
env_settings (pydantic_settings.PydanticBaseSettingsSource): Settings sourced from environment variables.
dotenv_settings (pydantic_settings.PydanticBaseSettingsSource): Settings sourced from a dotenv file.
file_secret_settings (pydantic_settings.PydanticBaseSettingsSource): Unused (needed for parent class interface).
Returns:
tuple[pydantic_settings.PydanticBaseSettingsSource, ...]: A tuple of settings sources in the order they should be applied.
Behavior:
1. Checks for the existence of a JSON configuration file in the expected location.
2. If the configuration file does not exist, creates the directory (if needed) and
attempts to create a default configuration file in the location. If the creation
fails, a temporary configuration directory is used.
3. Creates a `pydantic_settings.JsonConfigSettingsSource` for the configuration
file.
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4. Updates class attributes `GeneralSettings._config_folder_path` and
`GeneralSettings._config_file_path` to reflect the determined paths.
5. Returns a tuple containing all provided and newly created settings sources in
the desired order.
Notes:
- This method logs an error if the default configuration file in the normal
configuration directory cannot be created.
- It ensures that a fallback to a default configuration file is always possible.
"""
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
feat: add fixed electricity prediction with time window support (#930) Add a fixed electricity prediction that supports prices per time window. The time windows may flexible be defined by day or date. The prediction documentation is updated to also cover the ElecPriceFixed provider. The feature includes several changes that are not directly related to the electricity price prediction implementation but are necessary to keep EOS running properly and to test and document the changes. * feat: add value time windows Add time windows with an associated float value. * feat: harden eos measurements endpoints error detection and reporting Cover more errors that may be raised during endpoint access. Report the errors including trace information to ease debugging. * feat: extend server configuration to cover all arguments Make the argument controlled options also available in server configuration. * fix: eos config configuration by cli arguments Move the command line argument handling to config eos so that it is excuted whenever eos config is rebuild or reset. * chore: extend measurement endpoint system test * chore: refactor time windows Move time windows to configabc as they are only used in configurations. Also move all tests to test_configabc. * chore: provide config update errors in eosdash with summarized error text If there is an update error provide the error text as a summary. On click provide the full error text. * chore: force eosdash ip address and port in makefile dev run Ensure eosdash ip address and port are correctly set for development runs. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-03-11 17:18:45 +01:00
def lazy_config_cli_settings() -> dict:
"""CLI settings.
This function runs at **instance creation**, not class definition. Ensures if ConfigEOS
is recreated this function is run.
"""
args, args_unknown = cli_argument_parser().parse_known_args() # defaults to sys.ARGV
# Initialize nested settings dictionary
settings: dict[str, Any] = {}
# Helper function to set nested dictionary values
def set_nested(dict_obj: dict[str, Any], path: str, value: Any) -> None:
"""Set a value in a nested dictionary using dot notation path."""
parts = path.split(".")
current = dict_obj
for part in parts[:-1]:
if part not in current:
current[part] = {}
current = current[part]
current[parts[-1]] = value
# Server host
if args.host is not None:
set_nested(settings, "server.host", args.host)
logger.debug(f"CLI arg: server.host set to {args.host}")
# Server port
if args.port is not None:
set_nested(settings, "server.port", args.port)
logger.debug(f"CLI arg: server.port set to {args.port}")
# Server startup_eosdash
if args.startup_eosdash is not None:
set_nested(settings, "server.startup_eosdash", args.startup_eosdash)
logger.debug(f"CLI arg: server.startup_eosdash set to {args.startup_eosdash}")
# Logging level (skip if "none" as that means don't change)
if args.log_level is not None and args.log_level.lower() != "none":
log_level = args.log_level.upper()
if log_level in LOGGING_LEVELS:
set_nested(settings, "logging.console_level", log_level)
logger.debug(f"CLI arg: logging.console_level set to {log_level}")
else:
logger.warning(f"Invalid log level '{args.log_level}' ignored")
if args.run_as_user is not None:
set_nested(settings, "server.run_as_user", args.run_as_user)
logger.debug(f"CLI arg: server.run_as_user set to {args.run_as_user}")
if args.reload is not None:
set_nested(settings, "server.reload", args.reload)
logger.debug(f"CLI arg: server.reload set to {args.reload}")
return settings
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
def lazy_config_file_settings() -> dict:
"""Config file settings.
This function runs at **instance creation**, not class definition. Ensures if ConfigEOS
is recreated this function is run.
"""
config_file_path, exists = cls._get_config_file_path()
if not exists:
# Create minimum config file
config_minimum_content = '{ "general": { "version": "' + __version__ + '" } }'
if config_file_path.is_relative_to(ConfigEOS.package_root_path):
# Never write into package directory
error_msg = (
f"Could not create minimum config file. "
f"Config file path '{config_file_path}' is within package root "
f"'{ConfigEOS.package_root_path}'"
)
logger.error(error_msg)
raise RuntimeError(error_msg)
try:
config_file_path.parent.mkdir(parents=True, exist_ok=True)
config_file_path.write_text(config_minimum_content, encoding="utf-8")
except Exception as exc:
# Create minimum config in temporary config directory as last resort
error_msg = (
f"Could not create minimum config file in {config_file_path.parent}: {exc}"
)
logger.error(error_msg)
temp_dir = Path(tempfile.mkdtemp())
info_msg = f"Using temporary config directory {temp_dir}"
logger.info(info_msg)
config_file_path = temp_dir / config_file_path.name
config_file_path.write_text(config_minimum_content, encoding="utf-8")
# Remember for other lazy settings and computed_field
cls._config_file_path = config_file_path
return {}
def lazy_data_folder_path_settings() -> dict:
"""Data folder path settings.
This function runs at **instance creation**, not class definition. Ensures if ConfigEOS
is recreated this function is run.
"""
# Updates path to the data directory.
data_folder_settings = {
"general": {
"data_folder_path": default_data_folder_path(),
},
}
return data_folder_settings
def lazy_init_settings() -> dict:
"""Init settings.
This function runs at **instance creation**, not class definition. Ensures if ConfigEOS
is recreated this function is run.
"""
if not cls._init_config_eos.get("with_init_settings", True):
logger.debug("Config initialisation with init settings is disabled.")
return {}
settings = init_settings()
return settings
def lazy_env_settings() -> dict:
"""Env settings.
This function runs at **instance creation**, not class definition. Ensures if ConfigEOS
is recreated this function is run.
"""
if not cls._init_config_eos.get("with_env_settings", True):
logger.debug("Config initialisation with env settings is disabled.")
return {}
return env_settings()
def lazy_dotenv_settings() -> dict:
"""Dotenv settings.
This function runs at **instance creation**, not class definition. Ensures if ConfigEOS
is recreated this function is run.
"""
if not cls._init_config_eos.get("with_dotenv_settings", True):
logger.debug("Config initialisation with dotenv settings is disabled.")
return {}
return dotenv_settings()
def lazy_file_settings() -> dict:
"""File settings.
This function runs at **instance creation**, not class definition. Ensures if ConfigEOS
is recreated this function is run.
Ensures the config file exists and creates a backup if necessary.
"""
if not cls._init_config_eos.get("with_file_settings", True):
logger.debug("Config initialisation with file settings is disabled.")
return {}
config_file = cls._config_file_path # provided by lazy_config_file_settings
if config_file is None:
# This should not happen
raise RuntimeError("Config file path not set.")
try:
backup_file = config_file.with_suffix(f".{to_datetime(as_string='YYYYMMDDHHmmss')}")
if migrate_config_file(config_file, backup_file):
# If the config file does have the correct version add it as settings source
settings = pydantic_settings.JsonConfigSettingsSource(
settings_cls, json_file=config_file
)()
except Exception as ex:
logger.error(
f"Error reading config file '{config_file}' (falling back to default config): {ex}"
)
settings = {}
return settings
def lazy_file_secret_settings() -> dict:
"""File secret settings.
This function runs at **instance creation**, not class definition. Ensures if ConfigEOS
is recreated this function is run.
"""
if not cls._init_config_eos.get("with_file_secret_settings", True):
logger.debug("Config initialisation with file secret settings is disabled.")
return {}
return file_secret_settings()
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
# All the settings sources in priority sequence
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
# The settings are all lazyly evaluated at instance creation time to allow for
# runtime configuration.
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
setting_sources = [
feat: add fixed electricity prediction with time window support (#930) Add a fixed electricity prediction that supports prices per time window. The time windows may flexible be defined by day or date. The prediction documentation is updated to also cover the ElecPriceFixed provider. The feature includes several changes that are not directly related to the electricity price prediction implementation but are necessary to keep EOS running properly and to test and document the changes. * feat: add value time windows Add time windows with an associated float value. * feat: harden eos measurements endpoints error detection and reporting Cover more errors that may be raised during endpoint access. Report the errors including trace information to ease debugging. * feat: extend server configuration to cover all arguments Make the argument controlled options also available in server configuration. * fix: eos config configuration by cli arguments Move the command line argument handling to config eos so that it is excuted whenever eos config is rebuild or reset. * chore: extend measurement endpoint system test * chore: refactor time windows Move time windows to configabc as they are only used in configurations. Also move all tests to test_configabc. * chore: provide config update errors in eosdash with summarized error text If there is an update error provide the error text as a summary. On click provide the full error text. * chore: force eosdash ip address and port in makefile dev run Ensure eosdash ip address and port are correctly set for development runs. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-03-11 17:18:45 +01:00
lazy_config_cli_settings, # Prio high
lazy_config_file_settings,
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
lazy_init_settings,
lazy_env_settings,
lazy_dotenv_settings,
lazy_file_settings,
lazy_data_folder_path_settings,
lazy_file_secret_settings, # Prio low
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
]
return tuple(setting_sources)
@classproperty
def package_root_path(cls) -> Path:
"""Compute the package root path."""
return Path(__file__).parent.parent.resolve()
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
@classmethod
def documentation_mode(cls) -> bool:
"""Are we running in documentation mode.
Some checks may be relaxed to allow for proper documentation execution.
"""
# Detect if Sphinx is importing this module
is_sphinx = "sphinx" in sys.modules or getattr(sys, "_called_from_sphinx", False)
return cls._force_documentation_mode or is_sphinx
def __init__(self, *args: Any, **kwargs: Any) -> None:
"""Initializes the singleton ConfigEOS instance.
Configuration data is loaded from a configuration file or a default one is created if none
exists.
"""
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
# Check for singleton guard
if hasattr(self, "_initialized"):
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
logger.debug("Config init called again with parameters {} {}", args, kwargs)
return
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
logger.debug("Config init with parameters {} {}", args, kwargs)
Improve caching. (#431) * Move the caching module to core. Add an in memory cache that for caching function and method results during an energy management run (optimization run). Two decorators are provided for methods and functions. * Improve the file cache store by load and save functions. Make EOS load the cache file store on startup and save it on shutdown. Add a cyclic task that cleans the cache file store from outdated cache files. * Improve startup of EOSdash by EOS Make EOS starting EOSdash adhere to path configuration given in EOS. The whole environment from EOS is now passed to EOSdash. Should also prevent test errors due to unwanted/ wrong config file creation. Both servers now provide a health endpoint that can be used to detect whether the server is running. This is also used for testing now. * Improve startup of EOS EOS now has got an energy management task that runs shortly after startup. It tries to execute energy management runs with predictions newly fetched or initialized from cached data on first run. * Improve shutdown of EOS EOS has now a shutdown task that shuts EOS down gracefully with some time delay to allow REST API requests for shutdwon or restart to be fully serviced. * Improve EMS Add energy management task for repeated energy management controlled by startup delay and interval configuration parameters. Translate EnergieManagementSystem to english EnergyManagement. * Add administration endpoints - endpoints to control caching from REST API. - endpoints to control server restart (will not work on Windows) and shutdown from REST API * Improve doc generation Use "\n" linenend convention also on Windows when generating doc files. Replace Windows specific 127.0.0.1 address by standard 0.0.0.0. * Improve test support (to be able to test caching) - Add system test option to pytest for running tests with "real" resources - Add new test fixture to start server for test class and test function - Make kill signal adapt to Windows/ Linux - Use consistently "\n" for lineends when writing text files in doc test - Fix test_logging under Windows - Fix conftest config_default_dirs test fixture under Windows From @Lasall * Improve Windows support - Use 127.0.0.1 as default config host (model defaults) and addionally redirect 0.0.0.0 to localhost on Windows (because default config file still has 0.0.0.0). - Update install/startup instructions as package installation is required atm. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-02-12 21:35:51 +01:00
self._setup(self, *args, **kwargs)
def _setup(self, *args: Any, **kwargs: Any) -> None:
"""Re-initialize global settings."""
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
logger.debug("Config setup with parameters {} {}", args, kwargs)
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
# Assure settings base knows the singleton EOS configuration
Improve caching. (#431) * Move the caching module to core. Add an in memory cache that for caching function and method results during an energy management run (optimization run). Two decorators are provided for methods and functions. * Improve the file cache store by load and save functions. Make EOS load the cache file store on startup and save it on shutdown. Add a cyclic task that cleans the cache file store from outdated cache files. * Improve startup of EOSdash by EOS Make EOS starting EOSdash adhere to path configuration given in EOS. The whole environment from EOS is now passed to EOSdash. Should also prevent test errors due to unwanted/ wrong config file creation. Both servers now provide a health endpoint that can be used to detect whether the server is running. This is also used for testing now. * Improve startup of EOS EOS now has got an energy management task that runs shortly after startup. It tries to execute energy management runs with predictions newly fetched or initialized from cached data on first run. * Improve shutdown of EOS EOS has now a shutdown task that shuts EOS down gracefully with some time delay to allow REST API requests for shutdwon or restart to be fully serviced. * Improve EMS Add energy management task for repeated energy management controlled by startup delay and interval configuration parameters. Translate EnergieManagementSystem to english EnergyManagement. * Add administration endpoints - endpoints to control caching from REST API. - endpoints to control server restart (will not work on Windows) and shutdown from REST API * Improve doc generation Use "\n" linenend convention also on Windows when generating doc files. Replace Windows specific 127.0.0.1 address by standard 0.0.0.0. * Improve test support (to be able to test caching) - Add system test option to pytest for running tests with "real" resources - Add new test fixture to start server for test class and test function - Make kill signal adapt to Windows/ Linux - Use consistently "\n" for lineends when writing text files in doc test - Fix test_logging under Windows - Fix conftest config_default_dirs test fixture under Windows From @Lasall * Improve Windows support - Use 127.0.0.1 as default config host (model defaults) and addionally redirect 0.0.0.0 to localhost on Windows (because default config file still has 0.0.0.0). - Update install/startup instructions as package installation is required atm. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-02-12 21:35:51 +01:00
SettingsBaseModel.config = self
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
# (Re-)load settings - call base class init
SettingsEOSDefaults.__init__(self, *args, **kwargs)
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
self._initialized = True
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
logger.debug(f"Config setup:\n{self}")
def merge_settings(self, settings: SettingsEOS) -> None:
"""Merges the provided settings into the global settings for EOS, with optional overwrite.
Args:
settings (SettingsEOS): The settings to apply globally.
Raises:
ValueError: If the `settings` is not a `SettingsEOS` instance.
"""
if not isinstance(settings, SettingsEOS):
error_msg = f"Settings must be an instance of SettingsEOS: '{settings}'."
logger.error(error_msg)
raise ValueError(error_msg)
2025-01-19 00:42:39 +01:00
self.merge_settings_from_dict(settings.model_dump(exclude_none=True, exclude_unset=True))
def merge_settings_from_dict(self, data: dict) -> None:
"""Merges the provided dictionary data into the current instance.
Fix2 config and predictions revamp. (#281) measurement: - Add new measurement class to hold real world measurements. - Handles load meter readings, grid import and export meter readings. - Aggregates load meter readings aka. measurements to total load. - Can import measurements from files, pandas datetime series, pandas datetime dataframes, simple daetime arrays and programmatically. - Maybe expanded to other measurement values. - Should be used for load prediction adaptions by real world measurements. core/coreabc: - Add mixin class to access measurements core/pydantic: - Add pydantic models for pandas datetime series and dataframes. - Add pydantic models for simple datetime array core/dataabc: - Provide DataImport mixin class for generic import handling. Imports from JSON string and files. Imports from pandas datetime dataframes and simple datetime arrays. Signature of import method changed to allow import datetimes to be given programmatically and by data content. - Use pydantic models for datetime series, dataframes, arrays - Validate generic imports by pydantic models - Provide new attributes min_datetime and max_datetime for DataSequence. - Add parameter dropna to drop NAN/ None values when creating lists, pandas series or numpy array from DataSequence. config/config: - Add common settings for the measurement module. predictions/elecpriceakkudoktor: - Use mean values of last 7 days to fill prediction values not provided by akkudoktor.net (only provides 24 values). prediction/loadabc: - Extend the generic prediction keys by 'load_total_adjusted' for load predictions that adjust the predicted total load by measured load values. prediction/loadakkudoktor: - Extend the Akkudoktor load prediction by load adjustment using measured load values. prediction/load_aggregator: - Module removed. Load aggregation is now handled by the measurement module. prediction/load_corrector: - Module removed. Load correction (aka. adjustment of load prediction by measured load energy) is handled by the LoadAkkudoktor prediction and the generic 'load_mean_adjusted' prediction key. prediction/load_forecast: - Module removed. Functionality now completely handled by the LoadAkkudoktor prediction. utils/cacheutil: - Use pydantic. - Fix potential bug in ttl (time to live) duration handling. utils/datetimeutil: - Added missing handling of pendulum.DateTime and pendulum.Duration instances as input. Handled before as datetime.datetime and datetime.timedelta. utils/visualize: - Move main to generate_example_report() for better testing support. server/server: - Added new configuration option server_fastapi_startup_server_fasthtml to make startup of FastHTML server by FastAPI server conditional. server/fastapi_server: - Add APIs for measurements - Improve APIs to provide or take pandas datetime series and datetime dataframes controlled by pydantic model. - Improve APIs to provide or take simple datetime data arrays controlled by pydantic model. - Move fastAPI server API to v1 for new APIs. - Update pre v1 endpoints to use new prediction and measurement capabilities. - Only start FastHTML server if 'server_fastapi_startup_server_fasthtml' config option is set. tests: - Adapt import tests to changed import method signature - Adapt server test to use the v1 API - Extend the dataabc test to test for array generation from data with several data interval scenarios. - Extend the datetimeutil test to also test for correct handling of to_datetime() providing now(). - Adapt LoadAkkudoktor test for new adjustment calculation. - Adapt visualization test to use example report function instead of visualize.py run as process. - Removed test_load_aggregator. Functionality is now tested in test_measurement. - Added tests for measurement module docs: - Remove sphinxcontrib-openapi as it prevents build of documentation. "site-packages/sphinxcontrib/openapi/openapi31.py", line 305, in _get_type_from_schema for t in schema["anyOf"]: KeyError: 'anyOf'" Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2024-12-29 18:42:49 +01:00
Creates a new settings instance, then applies the dictionary data through validation,
and finally merges the validated settings into the current instance. None values
are not merged.
Args:
data (dict): Dictionary containing field values to merge into the
current settings instance.
Raises:
ValidationError: If the data contains invalid values for the defined fields.
Example:
.. code-block:: python
config = get_config()
new_data = {"prediction": {"hours": 24}, "server": {"port": 8000}}
config.merge_settings_from_dict(new_data)
"""
self._setup(**merge_models(self, data))
def reset_settings(self) -> None:
"""Reset all changed settings to environment/config file defaults.
This functions basically deletes the settings provided before.
"""
self._setup()
def revert_settings(self, backup_id: str) -> None:
"""Revert application settings to a stored backup.
This method restores configuration values from a backup file identified
by `backup_id`. The backup is expected to exist alongside the main
configuration file, using the main config file's path but with the given
suffix. Any settings previously applied will be overwritten.
Args:
backup_id (str): The suffix used to locate the backup configuration
file. Example: ``".bak"`` or ``".backup"``.
Returns:
None: The method does not return a value.
Raises:
ValueError: If the backup file cannot be found at the constructed path.
json.JSONDecodeError: If the backup file exists but contains invalid JSON.
TypeError: If the unpacked backup data fails to match the signature
required by ``self._setup()``.
OSError: If reading the backup file fails due to I/O issues.
"""
backup_file_path = self.general.config_file_path.with_suffix(f".{backup_id}")
if not backup_file_path.exists():
error_msg = f"Configuration backup `{backup_id}` not found."
logger.error(error_msg)
raise ValueError(error_msg)
with backup_file_path.open("r", encoding="utf-8") as f:
backup_data: dict[str, Any] = json.load(f)
backup_settings = migrate_config_data(backup_data)
self._setup(**backup_settings.model_dump(exclude_none=True, exclude_unset=True))
def list_backups(self) -> dict[str, dict[str, Any]]:
"""List available configuration backup files and extract metadata.
Backup files are identified by sharing the same stem as the main config
file but having a different suffix. Each backup file is assumed to contain
a JSON object.
The returned dictionary uses `backup_id` (suffix) as keys. The value for
each key is a dictionary including:
- ``storage_time``: The file modification timestamp in ISO-8601 format.
- ``version``: Version information found in the backup file (defaults to ``"unknown"``).
Returns:
dict[str, dict[str, Any]]: Mapping of backup identifiers to metadata.
Raises:
OSError: If directory scanning or file reading fails.
json.JSONDecodeError: If a backup file cannot be parsed as JSON.
"""
result: dict[str, dict[str, Any]] = {}
base_path: Path = self.general.config_file_path
parent = base_path.parent
stem = base_path.stem
# Iterate files next to config file
for file in parent.iterdir():
if file.is_file() and file.stem == stem and file != base_path:
backup_id = file.suffix[1:]
# Read version from file
with file.open("r", encoding="utf-8") as f:
data: dict[str, Any] = json.load(f)
# Extract version safely
version = data.get("general", {}).get("version", "unknown")
# Read file modification time (OS-independent)
ts = file.stat().st_mtime
storage_time = to_datetime(ts, as_string=True)
result[backup_id] = {
"date_time": storage_time,
"version": version,
}
return result
@classmethod
def _get_config_file_path(cls) -> tuple[Path, bool]:
"""Find a valid configuration file or return the desired path for a new config file.
fix: automatic optimization (#596) This fix implements the long term goal to have the EOS server run optimization (or energy management) on regular intervals automatically. Thus clients can request the current energy management plan at any time and it is updated on regular intervals without interaction by the client. This fix started out to "only" make automatic optimization (or energy management) runs working. It turned out there are several endpoints that in some way update predictions or run the optimization. To lock against such concurrent attempts the code had to be refactored to allow control of execution. During refactoring it became clear that some classes and files are named without a proper reference to their usage. Thus not only refactoring but also renaming became necessary. The names are still not the best, but I hope they are more intuitive. The fix includes several bug fixes that are not directly related to the automatic optimization but are necessary to keep EOS running properly to do the automatic optimization and to test and document the changes. This is a breaking change as the configuration structure changed once again and the server API was also enhanced and streamlined. The server API that is used by Andreas and Jörg in their videos has not changed. * fix: automatic optimization Allow optimization to automatically run on configured intervals gathering all optimization parameters from configuration and predictions. The automatic run can be configured to only run prediction updates skipping the optimization. Extend documentaion to also cover automatic optimization. Lock automatic runs against runs initiated by the /optimize or other endpoints. Provide new endpoints to retrieve the energy management plan and the genetic solution of the latest automatic optimization run. Offload energy management to thread pool executor to keep the app more responsive during the CPU heavy optimization run. * fix: EOS servers recognize environment variables on startup Force initialisation of EOS configuration on server startup to assure all sources of EOS configuration are properly set up and read. Adapt server tests and configuration tests to also test for environment variable configuration. * fix: Remove 0.0.0.0 to localhost translation under Windows EOS imposed a 0.0.0.0 to localhost translation under Windows for convenience. This caused some trouble in user configurations. Now, as the default IP address configuration is 127.0.0.1, the user is responsible for to set up the correct Windows compliant IP address. * fix: allow names for hosts additional to IP addresses * fix: access pydantic model fields by class Access by instance is deprecated. * fix: down sampling key_to_array * fix: make cache clear endpoint clear all cache files Make /v1/admin/cache/clear clear all cache files. Before it only cleared expired cache files by default. Add new endpoint /v1/admin/clear-expired to only clear expired cache files. * fix: timezonefinder returns Europe/Paris instead of Europe/Berlin timezonefinder 8.10 got more inaccurate for timezones in europe as there is a common timezone. Use new package tzfpy instead which is still returning Europe/Berlin if you are in Germany. tzfpy also claims to be faster than timezonefinder. * fix: provider settings configuration Provider configuration used to be a union holding the settings for several providers. Pydantic union handling does not always find the correct type for a provider setting. This led to exceptions in specific configurations. Now provider settings are explicit comfiguration items for each possible provider. This is a breaking change as the configuration structure was changed. * fix: ClearOutside weather prediction irradiance calculation Pvlib needs a pandas time index. Convert time index. * fix: test config file priority Do not use config_eos fixture as this fixture already creates a config file. * fix: optimization sample request documentation Provide all data in documentation of optimization sample request. * fix: gitlint blocking pip dependency resolution Replace gitlint by commitizen. Gitlint is not actively maintained anymore. Gitlint dependencies blocked pip from dependency resolution. * fix: sync pre-commit config to actual dependency requirements .pre-commit-config.yaml was out of sync, also requirements-dev.txt. * fix: missing babel in requirements.txt Add babel to requirements.txt * feat: setup default device configuration for automatic optimization In case the parameters for automatic optimization are not fully defined a default configuration is setup to allow the automatic energy management run. The default configuration may help the user to correctly define the device configuration. * feat: allow configuration of genetic algorithm parameters The genetic algorithm parameters for number of individuals, number of generations, the seed and penalty function parameters are now avaliable as configuration options. * feat: allow configuration of home appliance time windows The time windows a home appliance is allowed to run are now configurable by the configuration (for /v1 API) and also by the home appliance parameters (for the classic /optimize API). If there is no such configuration the time window defaults to optimization hours, which was the standard before the change. Documentation on how to configure time windows is added. * feat: standardize mesaurement keys for battery/ ev SoC measurements The standardized measurement keys to report battery SoC to the device simulations can now be retrieved from the device configuration as a read-only config option. * feat: feed in tariff prediction Add feed in tarif predictions needed for automatic optimization. The feed in tariff can be retrieved as fixed feed in tarif or can be imported. Also add tests for the different feed in tariff providers. Extend documentation to cover the feed in tariff providers. * feat: add energy management plan based on S2 standard instructions EOS can generate an energy management plan as a list of simple instructions. May be retrieved by the /v1/energy-management/plan endpoint. The instructions loosely follow the S2 energy management standard. * feat: make measurement keys configurable by EOS configuration. The fixed measurement keys are replaced by configurable measurement keys. * feat: make pendulum DateTime, Date, Duration types usable for pydantic models Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are added to the datetimeutil utility. Remove custom made pendulum adaptations from EOS pydantic module. Make EOS modules use the pydantic pendulum types managed by the datetimeutil module instead of the core pendulum types. * feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil. The time windows are are added to support home appliance time window configuration. All time classes are also pydantic models. Time is the base class for time definition derived from pendulum.Time. * feat: Extend DataRecord by configurable field like data. Configurable field like data was added to support the configuration of measurement records. * feat: Add additional information to health information Version information is added to the health endpoints of eos and eosDash. The start time of the last optimization and the latest run time of the energy management is added to the EOS health information. * feat: add pydantic merge model tests * feat: add plan tab to EOSdash The plan tab displays the current energy management instructions. * feat: add predictions tab to EOSdash The predictions tab displays the current predictions. * feat: add cache management to EOSdash admin tab The admin tab is extended by a section for cache management. It allows to clear the cache. * feat: add about tab to EOSdash The about tab resembles the former hello tab and provides extra information. * feat: Adapt changelog and prepare for release management Release management using commitizen is added. The changelog file is adapted and teh changelog and a description for release management is added in the documentation. * feat(doc): Improve install and devlopment documentation Provide a more concise installation description in Readme.md and add extra installation page and development page to documentation. * chore: Use memory cache for interpolation instead of dict in inverter Decorate calculate_self_consumption() with @cachemethod_until_update to cache results in memory during an energy management/ optimization run. Replacement of dict type caching in inverter is now possible because all optimization runs are properly locked and the memory cache CacheUntilUpdateStore is properly cleared at the start of any energy management/ optimization operation. * chore: refactor genetic Refactor the genetic algorithm modules for enhanced module structure and better readability. Removed unnecessary and overcomplex devices singleton. Also split devices configuration from genetic algorithm parameters to allow further development independently from genetic algorithm parameter format. Move charge rates configuration for electric vehicles from optimization to devices configuration to allow to have different charge rates for different cars in the future. * chore: Rename memory cache to CacheEnergyManagementStore The name better resembles the task of the cache to chache function and method results for an energy management run. Also the decorator functions are renamed accordingly: cachemethod_energy_management, cache_energy_management * chore: use class properties for config/ems/prediction mixin classes * chore: skip debug logs from mathplotlib Mathplotlib is very noisy in debug mode. * chore: automatically sync bokeh js to bokeh python package bokeh was updated to 3.8.0, make JS CDN automatically follow the package version. * chore: rename hello.py to about.py Make hello.py the adapted EOSdash about page. * chore: remove demo page from EOSdash As no the plan and prediction pages are working without configuration, the demo page is no longer necessary * chore: split test_server.py for system test Split test_server.py to create explicit test_system.py for system tests. * chore: move doc utils to generate_config_md.py The doc utils are only used in scripts/generate_config_md.py. Move it there to attribute for strong cohesion. * chore: improve pydantic merge model documentation * chore: remove pendulum warning from readme * chore: remove GitHub discussions from contributing documentation Github discussions is to be replaced by Akkudoktor.net. * chore(release): bump version to 0.1.0+dev for development * build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1 bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break. * build(deps): bump uvicorn from 0.36.0 to 0.37.0 BREAKING CHANGE: EOS configuration changed. V1 API changed. - The available_charge_rates_percent configuration is removed from optimization. Use the new charge_rate configuration for the electric vehicle - Optimization configuration parameter hours renamed to horizon_hours - Device configuration now has to provide the number of devices and device properties per device. - Specific prediction provider configuration to be provided by explicit configuration item (no union for all providers). - Measurement keys to be provided as a list. - New feed in tariff providers have to be configured. - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints. - /v1/admin/cache/clear now clears all cache files. Use /v1/admin/cache/clear-expired to only clear all expired cache files. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00
Searches:
1. environment variable directory
2. user configuration directory
3. current working directory
feat: add Home Assistant and NodeRED adapters (#764) Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. The fix includes several bug fixes that are not directly related to the adapter implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: development version scheme The development versioning scheme is adaptet to fit to docker and home assistant expectations. The new scheme is x.y.z and x.y.z.dev<hash>. Hash is only digits as expected by home assistant. Development version is appended by .dev as expected by docker. * fix: use mean value in interval on resampling for array When downsampling data use the mean value of all values within the new sampling interval. * fix: default battery ev soc and appliance wh Make the genetic simulation return default values for the battery SoC, electric vehicle SoC and appliance load if these assets are not used. * fix: import json string Strip outer quotes from JSON strings on import to be compliant to json.loads() expectation. * fix: default interval definition for import data Default interval must be defined in lowercase human definition to be accepted by pendulum. * fix: clearoutside schema change * feat: add adapters for integrations Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. * feat: allow eos to be started with root permissions and drop priviledges Home assistant starts all add-ons with root permissions. Eos now drops root permissions if an applicable user is defined by paramter --run_as_user. The docker image defines the user eos to be used. * feat: make eos supervise and monitor EOSdash Eos now not only starts EOSdash but also monitors EOSdash during runtime and restarts EOSdash on fault. EOSdash logging is captured by EOS and forwarded to the EOS log to provide better visibility. * feat: add duration to string conversion Make to_duration to also return the duration as string on request. * chore: Use info logging to report missing optimization parameters In parameter preparation for automatic optimization an error was logged for missing paramters. Log is now down using the info level. * chore: make EOSdash use the EOS data directory for file import/ export EOSdash use the EOS data directory for file import/ export by default. This allows to use the configuration import/ export function also within docker images. * chore: improve EOSdash config tab display Improve display of JSON code and add more forms for config value update. * chore: make docker image file system layout similar to home assistant Only use /data directory for persistent data. This is handled as a docker volume. The /data volume is mapped to ~/.local/share/net.akkudoktor.eos if using docker compose. * chore: add home assistant add-on development environment Add VSCode devcontainer and task definition for home assistant add-on development. * chore: improve documentation
2025-12-30 22:08:21 +01:00
If running as Home Assistat add-on returns /data/config/EOS.config.json.
Returns:
tuple[Path, bool]: The path to the configuration file and if there is already a config file there
"""
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
if is_home_assistant_addon():
feat: add Home Assistant and NodeRED adapters (#764) Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. The fix includes several bug fixes that are not directly related to the adapter implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: development version scheme The development versioning scheme is adaptet to fit to docker and home assistant expectations. The new scheme is x.y.z and x.y.z.dev<hash>. Hash is only digits as expected by home assistant. Development version is appended by .dev as expected by docker. * fix: use mean value in interval on resampling for array When downsampling data use the mean value of all values within the new sampling interval. * fix: default battery ev soc and appliance wh Make the genetic simulation return default values for the battery SoC, electric vehicle SoC and appliance load if these assets are not used. * fix: import json string Strip outer quotes from JSON strings on import to be compliant to json.loads() expectation. * fix: default interval definition for import data Default interval must be defined in lowercase human definition to be accepted by pendulum. * fix: clearoutside schema change * feat: add adapters for integrations Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. * feat: allow eos to be started with root permissions and drop priviledges Home assistant starts all add-ons with root permissions. Eos now drops root permissions if an applicable user is defined by paramter --run_as_user. The docker image defines the user eos to be used. * feat: make eos supervise and monitor EOSdash Eos now not only starts EOSdash but also monitors EOSdash during runtime and restarts EOSdash on fault. EOSdash logging is captured by EOS and forwarded to the EOS log to provide better visibility. * feat: add duration to string conversion Make to_duration to also return the duration as string on request. * chore: Use info logging to report missing optimization parameters In parameter preparation for automatic optimization an error was logged for missing paramters. Log is now down using the info level. * chore: make EOSdash use the EOS data directory for file import/ export EOSdash use the EOS data directory for file import/ export by default. This allows to use the configuration import/ export function also within docker images. * chore: improve EOSdash config tab display Improve display of JSON code and add more forms for config value update. * chore: make docker image file system layout similar to home assistant Only use /data directory for persistent data. This is handled as a docker volume. The /data volume is mapped to ~/.local/share/net.akkudoktor.eos if using docker compose. * chore: add home assistant add-on development environment Add VSCode devcontainer and task definition for home assistant add-on development. * chore: improve documentation
2025-12-30 22:08:21 +01:00
# Only /data is persistent for home assistant add-on
cfile = Path("/data/config") / cls.CONFIG_FILE_NAME
logger.debug(f"Config file forced to: '{cfile}'")
return cfile, cfile.exists()
config_dirs = []
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
# 1. Directory specified by EOS_CONFIG_DIR
config_dir: Optional[Union[Path, str]] = os.getenv(cls.EOS_CONFIG_DIR)
if config_dir:
logger.debug(f"Environment EOS_CONFIG_DIR: '{config_dir}'")
config_dir = Path(config_dir).resolve()
if config_dir.exists():
config_dirs.append(config_dir)
else:
logger.info(f"Environment EOS_CONFIG_DIR: '{config_dir}' does not exist.")
# 2. Directory specified by EOS_DIR / EOS_CONFIG_DIR
eos_dir = os.getenv(cls.EOS_DIR)
eos_config_dir = os.getenv(cls.EOS_CONFIG_DIR)
if eos_dir and eos_config_dir:
logger.debug(f"Environment EOS_DIR/EOS_CONFIG_DIR: '{eos_dir}/{eos_config_dir}'")
config_dir = get_absolute_path(eos_dir, eos_config_dir)
if config_dir:
config_dir = Path(config_dir).resolve()
if config_dir.exists():
config_dirs.append(config_dir)
else:
logger.info(
f"Environment EOS_DIR/EOS_CONFIG_DIR: '{config_dir}' does not exist."
)
else:
logger.debug(
f"Environment EOS_DIR/EOS_CONFIG_DIR: '{eos_dir}/{eos_config_dir}' not a valid path"
)
# 3. Directory specified by EOS_DIR
config_dir = os.getenv(cls.EOS_DIR)
if config_dir:
logger.debug(f"Environment EOS_DIR: '{config_dir}'")
config_dir = Path(config_dir).resolve()
if config_dir.exists():
config_dirs.append(config_dir)
else:
logger.info(f"Environment EOS_DIR: '{config_dir}' does not exist.")
# 4. User configuration directory
config_dir = Path(user_config_dir(cls.APP_NAME, cls.APP_AUTHOR)).resolve()
logger.debug(f"User config dir: '{config_dir}'")
if config_dir.exists():
config_dirs.append(config_dir)
else:
logger.info(f"User config dir: '{config_dir}' does not exist.")
# 5. Current working directory
config_dir = Path.cwd()
logger.debug(f"Current working dir: '{config_dir}'")
if config_dir.exists():
config_dirs.append(config_dir)
else:
logger.info(f"Current working dir: '{config_dir}' does not exist.")
# Search for file
for cdir in config_dirs:
cfile = cdir.joinpath(cls.CONFIG_FILE_NAME)
if cfile.exists():
logger.debug(f"Found config file: '{cfile}'")
return cfile, True
feat: add Home Assistant and NodeRED adapters (#764) Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. The fix includes several bug fixes that are not directly related to the adapter implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: development version scheme The development versioning scheme is adaptet to fit to docker and home assistant expectations. The new scheme is x.y.z and x.y.z.dev<hash>. Hash is only digits as expected by home assistant. Development version is appended by .dev as expected by docker. * fix: use mean value in interval on resampling for array When downsampling data use the mean value of all values within the new sampling interval. * fix: default battery ev soc and appliance wh Make the genetic simulation return default values for the battery SoC, electric vehicle SoC and appliance load if these assets are not used. * fix: import json string Strip outer quotes from JSON strings on import to be compliant to json.loads() expectation. * fix: default interval definition for import data Default interval must be defined in lowercase human definition to be accepted by pendulum. * fix: clearoutside schema change * feat: add adapters for integrations Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. * feat: allow eos to be started with root permissions and drop priviledges Home assistant starts all add-ons with root permissions. Eos now drops root permissions if an applicable user is defined by paramter --run_as_user. The docker image defines the user eos to be used. * feat: make eos supervise and monitor EOSdash Eos now not only starts EOSdash but also monitors EOSdash during runtime and restarts EOSdash on fault. EOSdash logging is captured by EOS and forwarded to the EOS log to provide better visibility. * feat: add duration to string conversion Make to_duration to also return the duration as string on request. * chore: Use info logging to report missing optimization parameters In parameter preparation for automatic optimization an error was logged for missing paramters. Log is now down using the info level. * chore: make EOSdash use the EOS data directory for file import/ export EOSdash use the EOS data directory for file import/ export by default. This allows to use the configuration import/ export function also within docker images. * chore: improve EOSdash config tab display Improve display of JSON code and add more forms for config value update. * chore: make docker image file system layout similar to home assistant Only use /data directory for persistent data. This is handled as a docker volume. The /data volume is mapped to ~/.local/share/net.akkudoktor.eos if using docker compose. * chore: add home assistant add-on development environment Add VSCode devcontainer and task definition for home assistant add-on development. * chore: improve documentation
2025-12-30 22:08:21 +01:00
Add database support for measurements and historic prediction data. (#848) The database supports backend selection, compression, incremental data load, automatic data saving to storage, automatic vaccum and compaction. Make SQLite3 and LMDB database backends available. Update tests for new interface conventions regarding data sequences, data containers, data providers. This includes the measurements provider and the prediction providers. Add database documentation. The fix includes several bug fixes that are not directly related to the database implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: config eos test setup Make the config_eos fixture generate a new instance of the config_eos singleton. Use correct env names to setup data folder path. * fix: startup with no config Make cache and measurements complain about missing data path configuration but do not bail out. * fix: soc data preparation and usage for genetic optimization. Search for soc measurments 48 hours around the optimization start time. Only clamp soc to maximum in battery device simulation. * fix: dashboard bailout on zero value solution display Do not use zero values to calculate the chart values adjustment for display. * fix: openapi generation script Make the script also replace data_folder_path and data_output_path to hide real (test) environment pathes. * feat: add make repeated task function make_repeated_task allows to wrap a function to be repeated cyclically. * chore: removed index based data sequence access Index based data sequence access does not make sense as the sequence can be backed by the database. The sequence is now purely time series data. * chore: refactor eos startup to avoid module import startup Avoid module import initialisation expecially of the EOS configuration. Config mutation, singleton initialization, logging setup, argparse parsing, background task definitions depending on config and environment-dependent behavior is now done at function startup. * chore: introduce retention manager A single long-running background task that owns the scheduling of all periodic server-maintenance jobs (cache cleanup, DB autosave, …) * chore: canonicalize timezone name for UTC Timezone names that are semantically identical to UTC are canonicalized to UTC. * chore: extend config file migration for default value handling Extend the config file migration handling values None or nonexisting values that will invoke a default value generation in the new config file. Also adapt test to handle this situation. * chore: extend datetime util test cases * chore: make version test check for untracked files Check for files that are not tracked by git. Version calculation will be wrong if these files will not be commited. * chore: bump pandas to 3.0.0 Pandas 3.0 now performs inference on the appropriate resolution (a.k.a. unit) for the output dtype which may become datetime64[us] (before it was ns). Also numeric dtype detection is now more strict which needs a different detection for numerics. * chore: bump pydantic-settings to 2.12.0 pydantic-settings 2.12.0 under pytest creates a different behaviour. The tests were adapted and a workaround was introduced. Also ConfigEOS was adapted to allow for fine grain initialization control to be able to switch off certain settings such as file settings during test. * chore: remove sci learn kit from dependencies The sci learn kit is not strictly necessary as long as we have scipy. * chore: add documentation mode guarding for sphinx autosummary Sphinx autosummary excecutes functions. Prevent exceptions in case of pure doc mode. * chore: adapt docker-build CI workflow to stricter GitHub handling Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-02-22 14:12:42 +01:00
# Return highest priority directory with standard file name appended
default_config_file = config_dirs[0].joinpath(cls.CONFIG_FILE_NAME)
logger.debug(f"No config file found. Defaulting to: '{default_config_file}'")
return default_config_file, False
feat: add Home Assistant and NodeRED adapters (#764) Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. The fix includes several bug fixes that are not directly related to the adapter implementation but are necessary to keep EOS running properly and to test and document the changes. * fix: development version scheme The development versioning scheme is adaptet to fit to docker and home assistant expectations. The new scheme is x.y.z and x.y.z.dev<hash>. Hash is only digits as expected by home assistant. Development version is appended by .dev as expected by docker. * fix: use mean value in interval on resampling for array When downsampling data use the mean value of all values within the new sampling interval. * fix: default battery ev soc and appliance wh Make the genetic simulation return default values for the battery SoC, electric vehicle SoC and appliance load if these assets are not used. * fix: import json string Strip outer quotes from JSON strings on import to be compliant to json.loads() expectation. * fix: default interval definition for import data Default interval must be defined in lowercase human definition to be accepted by pendulum. * fix: clearoutside schema change * feat: add adapters for integrations Adapters for Home Assistant and NodeRED integration are added. Akkudoktor-EOS can now be run as Home Assistant add-on and standalone. As Home Assistant add-on EOS uses ingress to fully integrate the EOSdash dashboard in Home Assistant. * feat: allow eos to be started with root permissions and drop priviledges Home assistant starts all add-ons with root permissions. Eos now drops root permissions if an applicable user is defined by paramter --run_as_user. The docker image defines the user eos to be used. * feat: make eos supervise and monitor EOSdash Eos now not only starts EOSdash but also monitors EOSdash during runtime and restarts EOSdash on fault. EOSdash logging is captured by EOS and forwarded to the EOS log to provide better visibility. * feat: add duration to string conversion Make to_duration to also return the duration as string on request. * chore: Use info logging to report missing optimization parameters In parameter preparation for automatic optimization an error was logged for missing paramters. Log is now down using the info level. * chore: make EOSdash use the EOS data directory for file import/ export EOSdash use the EOS data directory for file import/ export by default. This allows to use the configuration import/ export function also within docker images. * chore: improve EOSdash config tab display Improve display of JSON code and add more forms for config value update. * chore: make docker image file system layout similar to home assistant Only use /data directory for persistent data. This is handled as a docker volume. The /data volume is mapped to ~/.local/share/net.akkudoktor.eos if using docker compose. * chore: add home assistant add-on development environment Add VSCode devcontainer and task definition for home assistant add-on development. * chore: improve documentation
2025-12-30 22:08:21 +01:00
@classmethod
def _setup_config_file(cls) -> Path:
"""Setup config file.
Creates an initial config file if it does not exist.
Returns:
config_file_path (Path): Path to config file
"""
config_file_path, exists = cls._get_config_file_path()
if (
GeneralSettings._config_file_path
and GeneralSettings._config_file_path != config_file_path
):
debug_msg = (
f"Config file changed from '{GeneralSettings._config_file_path}' to "
f"'{config_file_path}'"
)
logger.debug(debug_msg)
if not exists:
# Create minimum config file
config_minimum_content = '{ "general": { "version": "' + __version__ + '" } }'
try:
config_file_path.parent.mkdir(parents=True, exist_ok=True)
config_file_path.write_text(config_minimum_content, encoding="utf-8")
except Exception as exc:
# Create minimum config in temporary config directory as last resort
error_msg = (
f"Could not create minimum config file in {config_file_path.parent}: {exc}"
)
logger.error(error_msg)
temp_dir = Path(tempfile.mkdtemp())
info_msg = f"Using temporary config directory {temp_dir}"
logger.info(info_msg)
config_file_path = temp_dir / config_file_path.name
config_file_path.write_text(config_minimum_content, encoding="utf-8")
# Remember config_dir and config file
GeneralSettings._config_folder_path = config_file_path.parent
GeneralSettings._config_file_path = config_file_path
return config_file_path
def to_config_json(self) -> str:
"""Serialize the configuration to a normalized JSON string.
The serialization routine ensures that the resulting JSON:
- Excludes computed fields.
- Excludes fields set to their default values.
- Excludes fields with value ``None``.
- Uses field aliases.
- Recursively removes empty dictionaries and lists.
- Ensures that ``general.version`` is always present and set
to the current application version.
Returns:
str: A normalized, human-readable JSON string representation
of the configuration.
Raises:
TypeError: If the serialized configuration root is not a dictionary.
"""
def remove_empty(
obj: Union[dict[str, Any], list[Any], Any],
) -> Union[dict[str, Any], list[Any], Any]:
"""Recursively remove empty dictionaries, lists, and None values."""
if isinstance(obj, dict):
cleaned: dict[str, Any] = {k: remove_empty(v) for k, v in obj.items()}
return {k: v for k, v in cleaned.items() if v not in (None, {}, [])}
elif isinstance(obj, list):
cleaned_list: list[Any] = [remove_empty(v) for v in obj]
return [v for v in cleaned_list if v not in (None, {}, [])]
else:
return obj
# Use model_dump_json to respect custom Pydantic serialization
json_str = self.model_dump_json(
exclude_computed_fields=True,
exclude_defaults=True,
exclude_none=True,
by_alias=True,
)
# Load as JSON
root: Any = json.loads(json_str)
# Remove empty values recursively
cleaned_root = remove_empty(root)
# Validate that root is a dictionary
if not isinstance(cleaned_root, dict):
raise TypeError(
f"Configuration serialization error: root element must be a dictionary, "
f"got {type(cleaned_root).__name__}"
)
# Ensure version is present and correct
cleaned_root.setdefault("general", {})
cleaned_root["general"]["version"] = __version__
# Return pretty-printed JSON
return json.dumps(
cleaned_root,
indent=4,
sort_keys=True,
ensure_ascii=False,
)
def to_config_file(self) -> None:
"""Saves the current configuration to the configuration file.
Also updates the configuration file settings.
Raises:
ValueError: If the configuration file path is not specified or can not be written to.
"""
if not self.general.config_file_path:
raise ValueError("Configuration file path unknown.")
Improve caching. (#431) * Move the caching module to core. Add an in memory cache that for caching function and method results during an energy management run (optimization run). Two decorators are provided for methods and functions. * Improve the file cache store by load and save functions. Make EOS load the cache file store on startup and save it on shutdown. Add a cyclic task that cleans the cache file store from outdated cache files. * Improve startup of EOSdash by EOS Make EOS starting EOSdash adhere to path configuration given in EOS. The whole environment from EOS is now passed to EOSdash. Should also prevent test errors due to unwanted/ wrong config file creation. Both servers now provide a health endpoint that can be used to detect whether the server is running. This is also used for testing now. * Improve startup of EOS EOS now has got an energy management task that runs shortly after startup. It tries to execute energy management runs with predictions newly fetched or initialized from cached data on first run. * Improve shutdown of EOS EOS has now a shutdown task that shuts EOS down gracefully with some time delay to allow REST API requests for shutdwon or restart to be fully serviced. * Improve EMS Add energy management task for repeated energy management controlled by startup delay and interval configuration parameters. Translate EnergieManagementSystem to english EnergyManagement. * Add administration endpoints - endpoints to control caching from REST API. - endpoints to control server restart (will not work on Windows) and shutdown from REST API * Improve doc generation Use "\n" linenend convention also on Windows when generating doc files. Replace Windows specific 127.0.0.1 address by standard 0.0.0.0. * Improve test support (to be able to test caching) - Add system test option to pytest for running tests with "real" resources - Add new test fixture to start server for test class and test function - Make kill signal adapt to Windows/ Linux - Use consistently "\n" for lineends when writing text files in doc test - Fix test_logging under Windows - Fix conftest config_default_dirs test fixture under Windows From @Lasall * Improve Windows support - Use 127.0.0.1 as default config host (model defaults) and addionally redirect 0.0.0.0 to localhost on Windows (because default config file still has 0.0.0.0). - Update install/startup instructions as package installation is required atm. Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-02-12 21:35:51 +01:00
with self.general.config_file_path.open("w", encoding="utf-8", newline="\n") as f_out:
f_out.write(self.to_config_json())
def update(self) -> None:
"""Updates all configuration fields.
This method updates all configuration fields using the following order for value retrieval:
1. Current settings.
2. Environment variables.
3. EOS configuration file.
4. Field default constants.
The first non None value in priority order is taken.
"""
self._setup(**self.model_dump())