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docs(integration): define parallel packages and Optimize compatibility gates
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Andreas
@@ -8,10 +8,10 @@ the complete feature consolidation remains open.
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## Pinned sources
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- Official main: `7ebe6d714be5a8e265c0b5e411de4ed609391f28` (refreshed after initial checkpoint).
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- Official main: `4a3724424f98b5ce814d0340ddf3b6b5f1364752` (refreshed after initial checkpoint).
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- Feature branch: `d2e2d58237339454dd8bb226f92677c5987f8b27`.
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- PR #1256: `6ebd343047b87819b57778359784a616452b5f76`, open, conflicts.
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- PR #1305: `6fb84765c4b6d2c032fdf83effcb2ea6597f18f9`, open, main target.
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- PR #1305: `60b77f6da2da3a0f59518873fe7fbe9a92e733f4`, open, main target. Latest added commit is formatting only.
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- PR #1224: `0b12a34c11685822d97c3bc9f56c6292774cd930`, open, feature target.
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- PR #1304: `4b4b49f29902579a8deb34999d71eb2142c0620d`, open, feature target.
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- PR #1190 merged into main: GENETIC0 retained separately.
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@@ -118,8 +118,10 @@ The current GENETIC orchestration is still the main-era optimizer with the newly
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ported device physics. It must NOT be described as the complete feature optimizer.
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Next port `optimization/genetic/genetic.py`, its parameter preparation and solution
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model together, carrying feature d2e2d58 warmstart and #1304 revenue fixes. Translate
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old top-level optimization settings to `optimization.genetic` and main's `_amt_kwh`
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prediction keys with explicit /1000 conversion. Use #1256 `to_genetic_*` converters
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old top-level optimization settings to `optimization.genetic`. Check the actual
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prediction record units: current `elecprice_marketprice_wh` and `feed_in_tariff_wh`
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arrays already contain amount/Wh; only amount/kWh configuration is divided by 1000.
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Do not apply a second conversion to the existing *_wh arrays. Use #1256 `to_genetic_*` converters
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instead of reintroducing parallel settings. Reconcile flexible profiles/deadlines
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with #1256 per-cycle windows/completed cycles before exposing the combined API.
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Both porting sides must retain their regression cases. Follow with local PV and
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@@ -210,3 +212,14 @@ The other integration/measurement branches were not pushed. The PR is conflict-f
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not merged; GitHub CI was started and is being checked. Original HEAD and all 102
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backup hashes were rechecked unchanged. Earlier notes saying all packages are
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unpublished are historical checkpoints; this section supersedes them for this fix.
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## Parallel package preparation and compatibility
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On the user's explicit request, independent PV and tariff ports and Optimize-mode
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compatibility coverage are being prepared in separate worktrees. The main/integration
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configuration prerequisite was refreshed to main4a37244 and PR1305head60b77f6;
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285 configuration/migration/Pydantic tests pass. The latest 1305 change only formats
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three files. See [PR integration matrix](pr-integration-matrix.md) for the seven
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remaining functional packages, existing upstream prerequisites, and combined
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Optimize acceptance gates. Parallel work is not authorization to publish every lane.
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@@ -2,7 +2,7 @@
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2026-09-16 — intermediate integration only; do not deploy or switch HA dependency yet.
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Source branch: `integration/eos-consolidation-20260916` on main `afb7bcb8`.
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Source branch: `integration/eos-consolidation-20260916` on main `4a37244`.
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See eos-consolidation.md for source commits, tests, backup, and remaining work.
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- Configuration collections `devices.batteries`, `electric_vehicles`, `inverters`,
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@@ -34,3 +34,9 @@ See eos-consolidation.md for source commits, tests, backup, and remaining work.
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No HA repository changes, lab deployment, real device control or production config
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were performed. Retire the private HA core only after its differences are audited
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and a final EOS commit passes the full feature/API acceptance scenarios.
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The current main/integration preparation still forces GENETIC to hourly intervals,
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and EMS floors the start time to the hour. The locally ported 15-minute device
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physics is not an accepted quarter-hour API implementation. Track the combined
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acceptance gates in pr-integration-matrix.md before changing HA requests or modes.
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@@ -0,0 +1,86 @@
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# Remaining EOS packages and Optimize compatibility
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Snapshot: 2026-09-16. Official main: `4a37244`. Feature source: `d2e2d58`, plus
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separately backed-up local work. This is a functional package estimate, not a claim
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that every differing commit requires its own PR.
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## What is still missing on main
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| Package | Missing behavior relative to feature/local work | Local state | Dependency |
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| --- | --- | --- | --- |
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| Device physics | Slot-duration-aware battery/inverter flows, export control, efficiency and limits | Already ported/tested in integration; needs isolated review branch | #1256 device settings/converters |
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| Complete GENETIC | Quarter-hour orchestration, adaptive evolution, export states, warmstart alignment, forecast tail/terminal value, EV deadlines and flexible consumer profiles | Physics and primitives exist; orchestration/parameter/output integration remains open | Device physics, #1256, tariff contract |
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| Imported tariff protection | Preserve supplied/imported revenue; avoid silent demo or market-price replacement | Independent main adaptation in progress; feature-specific override still required inside GENETIC port | Main patch independently possible; second part belongs with GENETIC |
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| Local calibrated PV | Local Akkudoktor PV calculation, measurement calibration and outage handling under existing provider ID | Independent main port in progress | Provider-specific settings; combined forecast/optimizer acceptance later |
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| Measurement APIs | Typed channels, quality, energy integration, household balance and capacity estimate APIs | Isolated tested local branch exists | #1256, #1305, configuration corrections; JSON fix #1322 |
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| Config-owned Optimize request | Local ConfigOptimizationRequest, /v1/optimize, runtime observations and common parameter resolver | Backed up; async/maps/converters adaptation pending | New GENETIC and #1305 |
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| Result/PDF output | Quarter-hour, flexible-consumer, export, tail/rest-value diagnostics in main's on-demand algorithm-specific output | Pending | Final GENETIC result contract |
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Seven feature packages remain in this planning snapshot. They may produce roughly
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seven further feature PRs; tightly coupled packages may be combined, and independently
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confirmed defects may require an additional small fix. #1256 and #1305 are existing
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foundation PRs, not two newly invented replacements. #1224/#1304 already address
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parts of the tariff work against the old feature branch; preserve/reconcile those
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contributions rather than count duplicate implementations as separate deliverables.
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PR #1322 is already published and is additional to this remaining-work table.
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Local helper scripts and private HA-core divergence are not silently included in this
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count. They remain separately secured/to be audited. Changelog/release work follows
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acceptance; it is not another optimizer implementation.
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## Parallel lanes
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- Local PV: `feat/local-pv-main-port`, sibling worktree `EOS-pr-local-pv`.
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- Tariff preparation: `fix/imported-feedin-main`, sibling `EOS-pr-feedin-main`.
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- Optimize compatibility tests: `test/optimize-pr-contracts`, sibling
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`EOS-pr-optimize-contracts`. These are shared acceptance coverage, not necessarily
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an extra standalone public PR.
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- Root/integration: configuration prerequisites, shared API/algorithm contracts and
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eventual combination of the tested packages.
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Do not have multiple lanes independently rewrite geneticparams.py, EMS.run or the
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same configuration structure. A tested tariff patch will be carried into the core
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port; the core port must keep its regression cases. PV keeps the public
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PVForecastAkkudoktor ID and existing remote behavior unless explicitly selected.
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Parallel preparation does not imply parallel unreviewed merges or publishing all
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branches. Only the JSON fix has publication approval at this point.
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## Three different Optimize contracts
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1. Legacy POST `/optimize` on main explicitly runs GENETIC0, hourly. Existing payload
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and legacy response aliases must keep working regardless of configured default.
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2. Automatic EMS with `ems.mode=OPTIMIZATION` selects `optimization.algorithm`:
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GENETIC or GENETIC0. Preparation and solution conversion are asynchronous.
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PREDICTION and DISABLED must not accidentally run optimization or dispatch controls.
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3. The feature worktree's LOCAL POST `/v1/optimize` and ConfigOptimizationRequest are
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not present on main/integration yet. They must be adapted to current maps,
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converters and algorithm-specific settings. Old feature `/optimize` meant a
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different optimizer; clients need explicit migration, not a silent route switch.
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Current blockers: GENETIC.prepare still forces interval_sec to 3600 and EMS start
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alignment floors to the hour. Fifteen-minute device tests do not prove quarter-hour
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Optimize-mode support. The core package must change preparation, slot alignment,
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optimization and response metadata together.
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A further suspected failure-path defect is being verified: after a failed explicit
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optimization, the HTTP route may return a previous stored solution. Until confirmed
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on unchanged main, treat this as an audit finding, not a proven upstream bug. A failed
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new request must never claim an old result as its fresh successful optimization.
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## Shared acceptance before dependent PRs can land
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| Area | Required combined check |
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| --- | --- |
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| Routing | Legacy /optimize remains GENETIC0; automatic mode selects the configured algorithm; the new explicit API selects GENETIC deliberately |
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| Configuration | Stable device IDs/maps and converters, runtime changes retained, old aliases migrated without losing values |
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| Time | 900/3600-second slots, non-hour-aligned start and advancing warmstart, timezone/DST boundaries, matching output timestamps |
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| Units | PV/load predictions are W; integrate once to slot Wh. `feed_in_tariff_wh` and `elecprice_marketprice_wh` already yield amount/Wh; convert amount/kWh configuration exactly once |
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| Tariffs | Positive/zero/negative/imported revenue remains distinct from purchase cost; missing or invalid imported data does not silently become demo data |
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| Devices | SOC/energy balance, charge/discharge and inverter limits, allowed/blocked battery export |
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| Consumers | Feature profiles/deadlines and #1256 per-cycle windows/gaps both preserved; impossible schedules fail explicitly |
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| Results | Raw algorithm result, generic optimization solution, execution plan and on-demand PDF agree on slots and device IDs |
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| Errors | Failed preparation/optimization produces no new control dispatch and no misleading fresh-success response using old results |
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A passing individual PR is insufficient: after combining dependent packages, run
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these synthetic end-to-end API cases together with the GENETIC0 regression suite.
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No device control, HA deployment or production configuration is part of this work.
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