Commit Graph
240 Commits
Author SHA1 Message Date
Bobby NoelteandClaude Opus 5.5 3bcc902104 feat(eosdash): add the profile page for battery and inverter profiles
The new Profiles page of EOSdash lists the user and packaged battery and
inverter profiles and edits them as JSON: preview without saving, save,
save as and delete, or revert a user profile to the packaged one. Saved
profiles apply at once.

One toolbar row holds the profile kind and profile selection, the Edit
button, the Share link and the status of the last action. A compact grid
summarizes the profile. A battery profile shows its charge and discharge
limit maps as heat maps as EOS evaluates them (with the exact hard
cutoffs) and its efficiency curves; an inverter profile its power at
45 degC, the DC→AC and AC→DC efficiency curves over the load fraction and
the power derating over the ambient temperature with 45 degC marked. Both
show the profile as highlighted JSON with a copy button. The sections are
collapsible and keep their state across actions.

The editor is shown only in edit mode: Edit in the toolbar opens it above
the plots, Close in the editor or Close editor in the toolbar ends it.
Edit mode is kept after preview, save and save as and across profile
changes.

Share opens a new issue with the battery or inverter profile issue form,
filled in with the profile, so users can propose their profiles for
packaging with EOS; each form asks for consent to publish the values under
Apache-2.0. EOS sends nothing itself.

Additional changes
- Add a compact variant to ConfigSection and status messages in the theme
  colors, readable in dark mode, to the EOSdash components.
- Use the muted theme color for explanatory texts.
- Check profile names before saving.
- Show the paste instruction for profiles too large for the share URL as
  text, not only as tooltip; name the selections for screen readers.
- Keep the toolbar layout when the profiles cannot be listed.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Assisted-by: Claude Code (claude-opus-5-5)
2026-11-11 22:08:18 +01:00
Bobby NoelteandClaude Opus 5.5 faf37abfe7 feat(devices): add inverter profiles
An inverter profile describes the technical data of an inverter model: its
nominal AC power, the DC→AC and AC→DC efficiency curves over the load
fraction (AC power relative to the nominal power), the AC charge power
limit of the model, whether that limit also limits PV charging, and an
optional power derating over the ambient temperature. Curves are read
linearly and clamped at their ends, so every lookup yields a value. The
packaged profile generic-hybrid has typical hybrid inverter efficiencies,
no nominal power (the inverter device has to provide it) and full power up
to 45 degC.

Inverter settings name their profile (inverter_profile, default
generic-hybrid) and hold the differences of the unit in profile_adjustment:
nominal_power_w (replaces the profile value, required for a generic
profile), max_power_w and max_ac_charge_power_w (installation limits that
can only lower; an AC charge limit of 0 disables AC charging). The
effective parameters are resolved at the ambient temperature of the
inverter, given by the new measurement key <device_id>-temperature-degc
(45 degC without a fresh value); the power derating lowers the maximum
power and the AC charge limit.

Optimization parameters are always valid: the GENETIC and GENETIC0
parameter preparation resolve the inverter with
resolve_current_operating_parameters_or_defaults, which never raises. An
unusable profile gives the generic-hybrid profile, a missing nominal power
the fallback of 10000 W, an inverter derated to zero power the parameters
at 45 degC, and no usable profile at all the profile adjustment with
constant efficiency; each is logged as error. The GENETIC inverter takes
the AC→DC efficiency curve of the profile, solved exactly on each linear
piece of the curve (about 2 % longer runs); GENETIC0 keeps constant
efficiencies and no longer replaces the configured inverters with the demo
inverter; a battery, electric vehicle or inverter that cannot be prepared
is left out of the GENETIC0 run, never replaced by a demo device.

Configurations migrate: max_power_w becomes
profile_adjustment.nominal_power_w, max_ac_charge_power_w moves into the
adjustment, an ac_to_dc_efficiency of 0 keeps AC charging disabled, and
the efficiency fields are dropped with an error log, as for batteries, so
the profile efficiencies apply. Home Assistant config paths follow.

Additional changes
- Move the curve algorithms of the battery profile into profilecurve, so
  battery and inverter profiles share them; the battery profile keeps its
  document format and classes.
- Move ProfileBaseModel, the strict base of profile documents, into
  profilestore.
- Serve inverter profiles through the profile REST API. Refuse to delete a
  profile that a configured device uses and that has no packaged profile
  to revert to (409).
- Share the measurement access of the device settings in
  devicemeasurement.
- Rename check_battery_profiles to check_device_profiles; the device
  profile check at configuration setup covers inverters, too.
- Document inverter profiles, their configuration, defaults and sharing;
  regenerate the configuration and OpenAPI documentation.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Assisted-by: Claude Code (claude-opus-5-5)
2026-11-11 22:08:18 +01:00
Bobby NoelteandClaude Opus 5.5 e255f987bf feat(devices): add battery profiles
A battery profile describes a battery model: the charge and discharge limit
maps over temperature and SoC, the charge and discharge efficiency curves
over C-rate, the technical SoC bounds, the hard temperature cutoffs and,
for a model, its nominal capacity and power limits. EOS packages the
generic profile generic-lfp; users add their own profiles.

A battery or electric vehicle selects its profile by battery_profile and
describes how the installation differs from it in profile_adjustment
(capacity, power limits of the installation, periodic full charge). The
effective values are resolved from both at the measured operating point
(temperature, SoC, power) and shown as effective_* fields.

The GENETIC simulation uses the limits and efficiencies of the profile over
SoC, with precomputed tables as a fast path; GENETIC0 gets the values at the
operating point. Optimization parameters are always valid: a battery whose
profile is missing, unreadable or invalid uses the packaged generic-lfp
profile, and the former defaults only if that is not usable either; each is
logged as error, and an optimization run is never cancelled because of a
battery.

Additional changes
- Add a generic device profile store: user and packaged profiles, atomic
  saves, compiled profiles cached per file and checked again at most once a
  second, plain file names as profile names ('schema' is reserved). On
  Windows, a save or read that collides with the other is retried briefly.
- Add the REST API /v1/profile to list the profile kinds and to list, read
  (document and JSON schema), save and delete profiles.
- Check the hard temperature cutoffs on the exact temperature.
- Resolve inhibited charging or discharging to a power of 0, e.g. for a cold
  battery; give GENETIC0 its own discharge limit for that.
- Limit generic profiles without own power limits to the former 5000 W.
- Accept only the implemented units; current limits need the nominal
  voltage.
- Migrate legacy battery settings into the profile adjustment, keep the
  former charge power limit as discharge limit (also for a Home Assistant
  entity on it) and report dropped efficiencies as errors.
- Limit GENETIC battery discharge by the discharge power.
- Allow battery profile lookups while the configuration is created.
- Resolve a battery once per configuration dump.
- Package the bundled profiles, document battery profiles and regenerate
  the configuration and OpenAPI documentation.
- Ignore the report PDFs written by the visualization tests.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Assisted-by: Claude Code (claude-opus-5-5)
2026-11-11 22:08:18 +01:00
Bobby NoelteandClaude Opus 5.5 dd41e5d57c chore(ai): add agent self-review and a CI check for agent-assisted PRs
Additional changes
Agents write a task plan to .scratch/<branch>/plan.md and self-review with code-review
Agents fix hard violations, report judgement calls and rerun the self-review before every push
Agents declare the review in a Self-review section of the pull request body
Add the ai-self-review workflow and scripts/check_pr_self_review.py for pull requests into main
Detect agents by Assisted-by or Anthropic Co-Authored-By trailers, body markers or the AI box
Fail only on a missing Self-review section or a missing, malformed or stale Reviewed SHA
Note an unticked AI-assisted box and malformed optional lines without failing
Comment on the pull request how to fix a failure and update that one comment on later runs
Show the same report in the job summary and accept Windows line endings in the body
Skip dependabot and release pull requests
Run on pull_request_target with the base branch's script, never pull request code
Add the pull request template: the pr skill's sections plus Checklist and Self-review
Require always valid optimization parameters in the energy-domain skill
Require datetimeutil for date and time handling in new and changed code in AGENTS.md
Require the Assisted-by trailer on agent commits in the commit-messages skill
Add tests for the check in tests/test_ai.py
Add GLOSSARY.md and the agent tracker docs in docs/agents/
Add decision record docs/adr/0001 with an ADR index in the docs toctree
Document the workflow in docs/develop/ai.md and CONTRIBUTING.md
Exclude docs/agents from Sphinx and PyMarkdown and ignore .scratch/
Document cz check instead of make gitlint for commit messages in docs/develop/ai.md

Assisted-by: Claude Code (claude-opus-5-5)
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-11 15:37:33 +01:00
62cbf4cf2a fix(homeassistant): apply 0 and off from config entities, never add settings
The configuration sync of the Home Assistant adapter skipped every value that is false in
Python, so an entity state of 0 or off never reached the configuration. It also set any
path it was given: the documented example devices/batteries/0/capacity_wh named a device
"0" that does not exist, so EOS silently added a new battery with a random device id.

Apply every value except an unavailable or unknown entity, and only update settings that
exist; report other paths as an error. The example now addresses the battery by its
device_id.

Signed-off-by: SchaafAlexander <86607129+SchaafAlexander@users.noreply.github.com>

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-11 09:38:45 +01:00
7767028a14 fix(config): keep dict entries with "/" in keys during config migration
The automatic field migration recursed into every dict and addressed each
leaf by a "/"-joined path. Keys that themselves contain "/" - e.g. the config
paths used as keys of adapter.homeassistant.config_entity_ids - were split
into path elements. set_nested_value() then created a "devices" entry with
an empty string default and failed further down, so every version migration
replaced the mapping by {"devices": ""}.

Migrate a dict whose keys contain "/" as one value instead of per key.

Signed-off-by: SchaafAlexander <86607129+SchaafAlexander@users.noreply.github.com>
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 12:50:41 +01:00
Bobby NoelteandClaude Opus 5.5 2c58874c52 fix(cache): use a reproducible function hash for cache_in_file keys
Build the cache_in_file key from an MD5 hash of the wrapped function
instead of inspect.getsource(). Reading the source fails for functions
whose source is not on disk, and the key could go stale when the file
changes after import.

The hash covers what decides the result besides the arguments: the
qualified name, the bytecode with the names of called functions,
attributes and globals, the constants including nested functions, the
defaults and the values captured from an enclosing function. Wrappers made
with functools.wraps are unwrapped. Code objects, functions and sets are
hashed without memory addresses or hash-seed dependent order, so the key
stays the same across restarts and the file cache keeps hitting.

Additional fixes
- Build the key from the arguments bound to the signature, so *args,
  **kwargs and the arguments of wrapped functions are part of it.
- Apply control parameters given at call time to that call only; they no
  longer change the decorator settings for later calls.
- Apply all control parameters of a call, so until_date is no longer
  dropped when force_update is also passed; keep the precedence
  until_datetime > with_ttl > until_date.
- Recreate an unreadable cache file in that call only, instead of
  disabling the cache for the rest of the process.
- Pass force_update in two provider tests that relied on a force_update
  left over from an earlier test.
- Fix "Calback" typo in cache_energy_management_store_callback docstring.

Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 16:16:26 +01:00
ChenYi-NnergyandGitHub 38b07f5a5b fix: apply inverter_paco cap and system loss in PVForecastPVLib - #1504⁠
Planes sharing one inverter_paco feed a single physical inverter, but their AC output was summed without any cap, so a 15 kW inverter could report 21-25 kW. This PR groups the per-plane AC output by inverter_paco and clips each group's sum to its rating; planes without a rating are left alone. It also applies the configured system loss (PVGIS-style percent, same semantics as PVForecastAkkudoktorLocal) to DC and AC output instead of warning that it is unsupported.
2026-11-09 14:41:16 +01:00
Bobby NoelteandClaude Opus 5.5 b92d115a39 test(eosdash): wait for the htmx swap before checking a tab's content
The browser test read the content area right after the tab's response
arrived. htmx swaps the response in after that, and wait_for_load_state()
did not wait for it, as the page itself was loaded long before. For the
large configuration tab the content area was sometimes still empty, so
the test failed in CI.

Wait until the content area is filled again after a successful response.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 14:21:51 +01:00
c230d9d9de fix: keep tests and doc generators away from the developer's config files
test_docsphinx pointed EOS_DIR/EOS_CONFIG_DIR at an empty temporary
directory. EOS then fell back to the config file in the user config
directory, migrated it and wrote it back with a timestamped backup. The
test now writes an empty config file into the temporary directory, as
server_base does.

Additional fixes
- Decode the Sphinx output in test_sphinx_build as UTF-8; on Windows the
  default code page failed and the test reported a NoneType error.
- Check the user config directory with the app author in
  --check-config-side-effect, as EOS does; on Windows the check looked at
  the wrong directory.
- Let the doc generators create EOS' config file in a temporary directory.
  They left an EOS.config.json in the working directory, and a following
  make test-ci then failed in every test.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 13:40:25 +01:00
Bobby NoelteandClaude Opus 5.5 d68f040206 feat(ai): add the mattpocock engineering skills for AI agents
Vendor the engineering skills of https://github.com/mattpocock/skills into
ai/skills/engineering, with their MIT license, and list them in AGENTS.md.
The agent-specific metadata (agents/openai.yaml) is kept for other agents.

Additional changes
- Add scripts/update_mattpocock_skills.py to compare the copy with upstream by
  git blob hashes from a blobless clone and to update it on request.
- Add tests/test_ai.py; it warns when the copy differs from upstream and caches
  the upstream hashes in the pytest cache for a day.
- Document the engineering skills in docs/develop/ai.md.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 12:45:20 +01:00
Bobby NoelteandClaude Opus 5.5 57132df44e fix(config): enable documentation mode only explicitly
ConfigEOS.documentation_mode() was true as soon as Sphinx was imported
anywhere in the process. A test importing Sphinx therefore switched all
later tests into documentation mode, and test_config_md_current failed
depending on test order. Documentation mode is now enabled only by the
documentation generators (_force_documentation_mode) or by the Sphinx
configuration, which sets sys._called_from_sphinx in docs/conf.py.

Declare _force_documentation_mode as a ClassVar. Without the annotation
pydantic turned it into a private attribute, and the class attribute was
a truthy descriptor object.

Behavior change: because of that descriptor, every running EOS was in
documentation mode, so the get_adapter/config/measurement/prediction/ems/
database/resource_registry() guards never raised "access before init" and
created the singletons lazily on first access. They now raise for every
access before initialization. The worker process of uvicorn's auto-reload
(server.reload, make run-dev) relied on that: the app's lifespan now sets up
the configuration and initializes the singletons that do not exist yet.

Leave runtime state out of the documentation: the Home Assistant entity ID
properties and OptimizationCommonSettings.keys return an empty list in
documentation mode, so entity IDs and solution keys of a running system
no longer reach the generated configuration docs.

Keep the tests isolated: test_doc sets documentation mode on the class
and test_docstringrst restores sys._called_from_sphinx after reading the
Sphinx configuration. Add tests for how documentation mode is enabled and
for the runtime values it leaves out.

Additional changes
- Generate openapi.json in documentation mode, as the config docs.
- Share the documentation mode check as coreabc.documentation_mode().
- Move the logging and server address setup of run_eos() to setup_eos_config().
- Test that EOS starts with server.reload.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 12:40:15 +01:00
Bobby NoelteandClaude Opus 5.5 a0e57a18b7 fix(config): validate prediction providers before the prediction exists
The provider settings (weather, PV forecast, load, electricity price, feed-in
tariff, electricity fee) validate their provider id against the providers of
the prediction instance. While the configuration is created, that instance
does not exist yet, and the validation falls back to fixed lists. These were
incomplete: weather knew only 'WeatherImport', load lacked
'LoadAkkudoktorAdjusted'. A configuration file with e.g. weather provider
'OpenMeteo' then fails to load:

  Provider 'OpenMeteo' is not a valid weather provider: ['WeatherImport']

This is hidden today because ConfigEOS.documentation_mode() is always true
(_force_documentation_mode is a pydantic private attribute, whose class
attribute is a truthy descriptor), and get_prediction() then creates the
prediction instance on access. Once documentation mode is enabled only
explicitly, the configuration does not load.

Derive the provider ids from the provider classes instead
(prediction_provider_ids). They no longer depend on whether the prediction
instance exists, so the validation is the same before and after
initialization.

Additional changes
- Add the test fixture uncreated_config, which lets get_config(init=True)
  create a new configuration from the config file and restores the old one.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 12:40:15 +01:00
Bobby NoelteandClaude Opus 5.5 4475774c06 test(eosdash): run EOSdash in a headless Chromium browser
Run EOSdash in a headless Chromium browser for testing. Every menu tab must
load with HTTP 200 and render content, in light and dark mode, without
JavaScript errors.

Additional changes
Enable the browser tests by --browser-test (marker browser), skip them otherwise
Add the CI job browser-test that installs Chromium and runs them
Add the make target test-browser, run with --extra dev so playwright is installed
Add playwright to the dev dependencies
Document how to run the browser tests with --extra dev, incl. the browser system
libraries on Linux
Accept a child PID of the started server in the server startup checks, on Windows
only: there the venv python.exe runs the real interpreter as a child process
Share one Chromium per test class, so Playwright stops before other tests run
Request chromium before servers so a missing browser fails before EOS starts
Make the missing-browser hint platform neutral (Linux: add --with-deps)
Set PYTHONIOENCODING=utf-8 for the test server to avoid encoding errors on Windows

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 12:39:30 +01:00
628226d3d9 feat(pvforecast): model snow on the modules in the local backend (#1484)
No PV forecast modelled snow lying on the modules, so after a snowfall the
optimizer planned with PV that never came. The local Open-Meteo/pvlib
backend can now reduce the forecast by the snow coverage (opt-in via
pvforecast.akkudoktor.snow_enabled):

- Request hourly snowfall and snow depth with the weather and run the NREL
  snow coverage model (pvlib.snow) per plane.
- Correct the coverage with measured PV production: production above the
  model clears it at once; low production raises it only while snow is
  plausible, so curtailment and inverter outages are not learned as snow.
  Persisting snow damps the slide rate, fading with
  snow_feedback_memory_hours.
- Rebuild the coverage from snow_lookback_days on every update instead of
  storing state.
- Exclude intervals with possible snow from the calibration fit.
- Warn when PV meter readings are missing or stale; ignore impossible meter
  jumps.

_plane_power keeps its two-value signature (used by the adaptive provider in
#1422); the irradiance comes from the new _plane_power_and_poa.

Tests replay real February 2026 data from one plant (snow on 02-19/20).

Signed-off-by: SchaafAlexander <86607129+SchaafAlexander@users.noreply.github.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 07:42:20 +01:00
a06473b6d6 feat(battery): plan a periodic full charge of the stationary battery (#1486)
LFP batteries can only recalibrate their state of charge close to full
charge, so many systems expect a full charge every few weeks and some
start one on their own at an arbitrary, possibly expensive time. EOS can
now plan it instead (GENETIC only, off by default).

New battery settings: full_charge_interval_days (unset = off),
full_charge_soc_percentage, full_charge_detect_percentage,
full_charge_allow_grid and the informational cell_chemistry. The last
full charge is read from the measured SoC history; nothing is stored.
When the next one is due within the horizon (or overdue), the maximum
SoC is raised to the target. With full_charge_allow_grid the optimizer
must reach the target once before the deadline, which is at least 24 h
away (penalty battery_full_charge_miss on the best SoC reached), so it
picks the cheapest time itself. Without it, PV surplus may fill the
battery but the target is not enforced.

Signed-off-by: SchaafAlexander <86607129+SchaafAlexander@users.noreply.github.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 07:40:13 +01:00
NormannandGitHub b33953d445 fix(pvforecast): normalize Forecast.Solar power before resampling (#1487)
Forecast.Solar supplies instantaneous power with irregular sunrise/sunset timestamps. GENETIC interprets stored values as interval averages and infers cadence from the shortest gap, so these samples create artificial coverage gaps. The prediction list API also averages away the sunset zero before interpolating, producing positive nighttime PV.

Integrate each roof plane's piecewise-linear power curve into UTC-contiguous 15-minute interval-average W before summing planes. Both hourly and quarter-hour GENETIC slots then consume the same normalized data as the prediction API, with exactly one downstream W-to-Wh conversion. Explicit sunrise/sunset zero boundaries establish the adjacent night within each forecast day. Daylight gaps longer than an hour, invalid power, absent planes and unavailable forecast days remain missing; the strict GENETIC coverage check stays in place.

Refreshes replace the current forecast and remove stale tails. Because cadence detection also sees historical records, the first refresh clears legacy forecasts containing non-aligned timestamps, including their history. Later refreshes retain normalized history. This upgrade behavior is documented.

Forecast validation errors now identify the first invalid interval and the number of invalid slots.
2026-11-07 19:46:58 +01:00
f804d48072 feat(pvforecast): add adaptive per-plane PV learning and diagnostics (#1422)
PV arrays with different orientations and curtailment need separate plant calibration and weather correction. This opt-in provider publishes normal EOS AC/DC forecast keys at 15-minute resolution.

- Preserve daily per-plane energy/shape calibration and validated short-term local/trend selection. Curtailment-sensitive arrays require a fresh release flag or an explicitly configured learning guard.
-  Add switchable empirical solar-angle response relative to separate eligible reference arrays, removing their common weather error. This learns angular residuals, not physical angles or a measured geometric horizon.
-  Archive actually received weather model inputs, first local receipt and frozen per-member PV candidates. Returned past weather is excluded; unknown source issuance remains explicit. Learn model weights and forecast-regime bias separately at 2–6, 6–24 and 24–48 hours.
- New long-horizon candidates remain in shadow until their genuinely issued outputs improve equal-day MAE by the configured margin, win on at least 60% of validation days and pass a matched-support energy-bias guard. Insufficient evidence retains calibration. Daily yields still require complete local days, including DST.
- Expose fitted parameters, independent training/validation day counts, errors, selected methods and persistence in the existing status API, with additional normal prediction keys for Grafana. Retain physical DC through angular/weather corrections an  enforce individual inverter AC limits.

Co-authored-by: Normann <github@koldrack.com>
Co-authored-by: Christin <chrissi@von-perbandt.de>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: YMT <yn276364@dal.ca>
Co-authored-by: sarankumar1325 <120080287+sarankumar1325@users.noreply.github.com>
2026-11-03 15:31:32 +01:00
AndreasandGitHub 298d46a527 fix(battery): preserve energy below minimum state of charge (#1483) 2026-11-01 15:46:45 +01:00
NormannandGitHub a7e98b5b82 fix(eosdash): render predictions without provider-specific load statistics (#1479)
With load.provider = "LoadImport", EOSdash requests Akkudoktor-only statistics and returns an error instead of rendering any prediction charts when the API correctly responds with 404.

Fetch only keys advertised by /v1/prediction/keys, tolerate individual 404s if availability changes, and render the load mean/stddev lines only when their series exist. Charts without their required series are skipped; empty/all-null responses produce a no-data message instead of invalid axes or concatenation errors. Other HTTP failures remain visible.

Regression coverage uses real Bokeh plotting for LoadImport, LoadAkkudoktor/Adjusted, independently available statistics, missing/empty series, and non-404 errors. The existing timezone/DST regression remains covered.
2026-10-30 16:58:59 +01:00
Bobby NoelteandGitHub e8dcfecf73 feat: add filename linter and AI coding guidelines (#1477)
Add a configurable filename linter to enforce naming conventions and an AGENTS.md to guide
AI coding agents in following project conventions.

The guidelines steer code generation; the linter independently verifies filename compliance.
Together, they improve consistency and reduce unnecessary files and review effort.

Conflicting file names were renamed.

Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-10-30 15:17:12 +01:00
527c26d424 feat(eosdash): plan page with EMS plan timeline and persisted settings (#1460)
* feat(eosdash): plan page with EMS plan timeline and persisted settings

Fixes:
- SolutionCard no longer appends to the module-level solution_excludes
  list on every render (the list grew without limit).
- All EOSdash pages: keep the scroll position after htmx actions instead
  of jumping to the bottom; Bokeh() reserves the plot height.
- Default visible PV column pvforecast_power_w -> pvforecast_ac_energy_wh
  (the old column no longer exists).
- All EOSdash pages: remove w-screen from components.Page (horizontal
  scrollbar).
- Solution chart: energy is the main axis; the always empty power axis is
  only shown with power columns. Typo "Electricty" fixed.

Features:
- EMS plan timeline per device, plan table as collapsible section.
- Solution chart rework: KPI row, legend, totals view, value axes for the
  displayed columns only, units menu, currency from the timezone, aligned
  time axes with the timeline, themed tooltips, system font.
- Per-column and per-command settings: visibility, alias, color, style;
  device aliases.
- New config section eosdash.plan (server/dash/dashsettings.py) stores the
  plan page settings in the EOS configuration; docs regenerated.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Signed-off-by: SchaafAlexander <86607129+SchaafAlexander@users.noreply.github.com>
2026-10-30 08:03:19 +01:00
Bobby NoelteandGitHub 7554e2dc47 fix(database): make delete_by_datetime(None, None) a true full wipe (#1476)
delete_by_datetime() with no bounds was documented as "delete all
records", but db_delete_records() assumed that
_db_ensure_loaded(start=None, end=None) loads every record into memory
before building the delete list. That is wrong: _db_ensure_loaded()
implements a NONE -> INITIAL -> FULL phase machine, and with both bounds
None in the NONE phase it loads only an *initial window* and leaves the
phase at INITIAL. Records outside that window never enter
_db_sorted_timestamps, so they are never marked for deletion and survive
in the physical store. Symptom: after a "wipe", db_count_records() still
returned N records (observed: 4 leftovers from a previous dense fixture).
A second delete_by_datetime() call happened to escalate INITIAL -> FULL
and deleted the rest, which is why the bug looked intermittent and why
stacked test runs accumulated rows.

Fix: in db_delete_records(), when both bounds are None, call
self._db_load_full() directly; otherwise keep the existing
_db_ensure_loaded(start, end) path. The delete list is then complete and
the "wipe" fixture actually wipes.

delete_by_datetime() remains a soft delete (rows are only added to
_db_deleted_timestamps; the physical DELETE happens on the next flush),
unchanged by this commit.

Besides this an additional fix was added:

* fix(tests): assert UTC-instant ordering in test_timestamps_remain_sorted

The test asserted `dts == sorted(dts)` on seq.records[].date_time, which
are tz-aware DateTime values in Europe/Berlin. Compaction buckets on a
UTC grid but records are materialized in local time, so across a DST
fall-back the local wall-clock sequence is non-monotonic even though the
UTC instants are ordered (e.g. 00:45 UTC -> 02:45 CEST, 01:00 UTC ->
02:00 CET). sorted() compares wall-clock fields, so it flags the pair at
the seam (index 1248 on 2026-10-25 for Europe/Berlin) as out of order.
The assertion is unsatisfiable for any 15-min grid spanning a fall-back
boundary when records are labelled in local time.

The actual invariant is "ascending by UTC instant", which is what
_db_sorted_timestamps guarantees and what the adjacent alignment tests
already assert via int(rec.date_time.timestamp()). Change the assertion
to compare integer UTC epochs:

    epochs = [int(r.date_time.timestamp()) for r in seq.records if r.date_time]
    assert epochs == sorted(epochs)

Note: this test was seasonally flaky. It only fails while a DST
transition lies inside the [now - 4 weeks, now] window used by
dense_energy_seq, which is why it newly started failing without any code
change. Upstream should ideally emit compacted records in UTC (or order
by UTC instant) so that wall-clock ordering is not silently assumed.

Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-10-29 15:27:41 +01:00
NormannandGitHub 8396bf24ae fix(deps): upgrade pandas to 3.1 and fix EOS deprecations (#1469)
* build(deps): bump pandas from 3.0.6 to 3.1.0

* fix(prediction): avoid pandas 3.1 deprecation warnings
2026-10-29 09:10:21 +01:00
NormannandGitHub dfc62d7e9c fix(deps): update Starlette to avoid deprecated AnyIO alias (#1470) 2026-10-29 08:52:01 +01:00
8e34b1779b fix(genetic): stop parallel evaluation workers reliably at the end of a run (#1473)
Follow-up to #1382. Under the EOS server the end of a GENETIC run with
parallel evaluation (workers >= 2, which is the automatic setting on
machines with 3 or more cores) could hang forever in
Pool.terminate()/join(), so /v1/optimize never answered.

Cause: uvicorn installs a Python SIGTERM/SIGINT handler in the server
process that only asks the server to shut down. The forked evaluation
workers inherit it and survive the SIGTERM of Pool.terminate().
terminate() keeps the task queue's read lock (Pool._help_stuff_finish),
so a surviving worker that has not yet taken its stop sentinel waits for
that lock forever, and join() with it. This always happened after a
batch timeout (busy workers survive) and by chance after a normal run
when a worker was not scheduled in time (several EOS instances or other
load; also seen with a single instance on a 2-vCPU VM). A worker that
got SIGTERM before its initializer ran hit the same path.

- Workers ignore SIGTERM and SIGINT. Sent to the whole process group
  (Ctrl-C, systemd stopping the service) they are meant for the server,
  which finishes or aborts the run and stops the workers itself.
  Restoring the default action instead was measured to be worse: a
  group SIGTERM killed the workers mid-batch, the batch ran into its
  120 s timeout and the server did not exit within 120 s (12 s before).
- _EvaluationPool stops its workers with SIGKILL at the point where
  Pool.terminate() would send SIGTERM (it already holds the read lock).
  This does not depend on handlers, initialization state or whether a
  worker is busy. _stop_evaluation_pool() is unchanged.

Measured (8 EOS servers x 2 workers on 8 vCPU, real configuration,
seed 42): 11 hangs in 160 runs before, 0 in 440 after; pool only under
load: 107/300 before, 0/600 after. Plans and costs are identical, the
stop takes no longer. Ctrl-C, SIGTERM to the server and SIGTERM to the
group behave as before (run completes with HTTP 200, exit after ~12 s,
no orphaned workers).

Tests (tests/test_genetic_parallel_evaluation.py, under uvicorn's real
signal handling): inherited handler, batch timeout, late worker start,
late idle worker (SIGSTOP, Linux) and SIGTERM to the group during a
batch. They fail without the fix.


Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-29 08:51:36 +01:00
NormannandGitHub 5d7198d090 test: consolidate suites and remove redundant cases (#1459)
Regression tests were scattered across feature- and bug-specific files, and some suites repeated the same checks. Group tests by responsibility, isolate feature fixtures in test classes, and remove duplicate or obsolete cases.

The review covered all 127 collected test modules on main. This reduces them and removes or combines definitions:.

 No application code changes.
2026-10-28 20:15:25 +01:00
Wu ShuwenandGitHub 727f20fdf0 fix(homeassistant): resolve legacy device measurement keys
Resolve legacy underscore spellings for Home Assistant device measurements only when they uniquely match a registered EOS key; preserve canonical, custom, and ambiguous keys.
Correct the schema examples to show canonical hyphenated keys.
Add a synthetic regression test that exercises data acquisition without contacting Home Assistant.
2026-10-28 19:04:40 +01:00
NormannandBobby Noelte 63e7e7e729 fix: honor DST boundaries in appliance scheduling
Compare elapsed offsets when checking and merging appliance windows so
both occurrences of the autumn hour obey the configured boundaries.
Preserve calendar durations when finding the earliest valid start.

Add optimizer and calendar-day regressions, and consolidate the existing
time-window regression files into test_configabc classes.
2026-10-28 18:59:43 +01:00
NormannandBobby Noelte 7ca66c7dee fix: compare time window boundaries by elapsed time across DST 2026-10-28 18:59:43 +01:00
NormannandBobby Noelte d22628b312 fix: honor effective time window boundaries in cycle scheduling 2026-10-28 18:59:43 +01:00
Bobby Noelte c02d250639 feat: Add month and end_time to time window configuration
Extend TimeWindow with two new optional fields:

- month (1–12): restricts the window to a start date in the given
  calendar month. Useful for seasonal schedules.

- end_time: explicit exclusive end-of-window clock time. The effective
  end is the later of end_time and start_time + duration. Primary
  motivation is DST handling — a wall-clock end_time stays correct
  across DST transitions, whereas a fixed duration does not.

Rework window semantics so date, weekday, and month restrictions apply
to the window's start date, not to every timestamp covered by the
window. This makes overnight windows (e.g. Friday 22:00 → Saturday
06:00) behave intuitively under calendar constraints; contains() now
checks both today's and yesterday's candidate start.

duration becomes optional (default 0). All start/end/duration
computations route through _window_start_end and a new
_matches_start_date helper, so contains, earliest_start_time,
latest_start_time, and available_duration stay consistent.

Dashboard: add end_time and month inputs to the time-window editor,
render the collapsed window summary as icons + pills.

Docs, OpenAPI spec, and generated config docs are regenerated for the
new fields. Tests cover month filtering, end_time boundary cases (incl.
midnight and overnight), and start-date semantics for overnight windows.

Bump version to support automatic updates in Home Assistant.

Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-10-28 18:59:43 +01:00
sarankumarandGitHub 5ceb21819b fix(genetic0): keep parameter arrays aligned with the start hour on DST days (#1455) 2026-10-26 07:16:21 +01:00
YTM-21andGitHub 8f4fa6fe94 fix(config): report computed fields as read-only on update (#1454)
PUT /v1/config/{path} answered "does not exist in model" when the
target was a computed field such as eos_device_instruction_entity_ids.
Raise an explicit read-only error instead, so API clients can tell
read-only fields from unknown ones.

Closes #913
2026-10-26 07:16:16 +01:00
58b968562e fix(adapter): stamp Home Assistant device states with run time, not slot start (#1452)
* fix(adapter): stamp Home Assistant device states with run time, not slot start

The Home Assistant adapter stored every reading with ems_start_datetime,
which set_start_datetime() rounds down to the optimization slot (e.g.
14:00 for a run at 14:11). The GENETIC configuration request checks SoC
freshness against the unrounded observation_datetime with
measurement_max_age_seconds (default 300 s). Any run starting more than
five minutes into a slot therefore discarded the freshly read SoC and
optimized with 0 % initial SoC.

Stamp device state measurements (device_measurement_entity_ids, e.g.
SoC) with observation_datetime instead. Not to_datetime(): a reading
taken a few seconds after the observation time would be rejected as a
future sample. Meter readings (load, grid import/export, PV) keep the
slot start, because their energy is aggregated per slot.

With device states at their real time, a record holding only some keys
can now be the newest one (e.g. the Home Assistant battery SoC while the
EV SoC or a cycle count comes through the measurement API). Readers
therefore skip records without the value they need:

- GENETIC SoC and completed appliance cycles: such a record no longer
  hides a fresh value (the cycle count case aborted the optimization).
  This also covers a meter reading at the slot start that is newer than
  a SoC supplied through the measurement API. Values stored as pandas NA
  count as missing instead of raising TypeError; an explicit NaN stays
  an invalid sample.
- GENETIC0 SoC: looks up the reading nearest to observation_datetime
  instead of the slot start, skipping records without SoC and converting
  only the selected sample. Before, a run late in the slot (14:40 in the
  14:00 slot) would pick the previous run's reading (13:40). This also
  fixes SoC values PUT via the REST API with their real time.

LoadAkkudoktorAdjusted anchored its hourly comparison window on the
newest record of any key. An off-hour device state would shift every
bucket (e.g. to :11) against hour-aligned meter readings; the window now
starts and ends on full hours, and less than one full hour of data
yields no adjustment instead of an error. (15-minute slot starts and SoC values
PUT with their real time had the same effect before.)

Regenerated openapi.json and docs/_generated/openapi.md (version only).

Fixes #1447

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* test(genetic0): use pv_battery instead of deprecated pv_akku

mypy flags attribute access on the pv_akku computed field
(attr-defined), which failed the pre-commit check of the PR.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-26 07:14:00 +01:00
sarankumarandGitHub cdbaae45ba fix(elecprice): handle mixed UTC offsets in Tibber prices around DST (#1448)
Once Tibber publishes prices across a DST change, the series holds
timestamps with two UTC offsets and pd.to_datetime() raises "Mixed
timezones detected", so every optimization run is canceled. Parse via
UTC and convert back to the configured timezone.

Fixes #1446
2026-10-25 06:10:48 +01:00
AndreasandGitHub 46a89a6f39 fix(devices): let EVs finish charging within the final slot (#1423) 2026-10-20 12:05:44 +02:00
Bobby NoelteandGitHub 5ad109cd22 chore: development version update (incl. home assistant config) (#1424)
Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-10-19 13:35:36 +02:00
AndreasandGitHub cab088f09b fix(planning): accept full SoC targets and clarify unlimited EV SoC age (#1407)
* fix(devices): allow charging targets equal to the maximum SoC

* test(planning): protect EV SoC without age limits
2026-10-14 15:46:41 +02:00
NormannGitHubCopilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
1f2faf3f7e Potential fix for code scanning alert no. 6: URL redirection from remote source (#1406)
* Potential fix for code scanning alert no. 6: URL redirection from remote source

Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>

* fix: reject scheme-bearing EOSdash redirect paths

---------

Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-10-14 15:23:02 +02:00
NormannGitHubCopilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
812aa3dda9 fix: prevent exception diagnostics from leaking in API problem responses (#1405)
* Potential fix for code scanning alert no. 11: Information exposure through an exception

traceback should not be in client side code

Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>

* fix: keep unexpected API error details private and test problem responses

---------

Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-10-14 15:22:22 +02:00
AndreasandGitHub 49ea062dc8 fix(genetic): allow optimization without fresh SoC (#1403) 2026-10-13 19:02:19 +02:00
7dc1ee92fa perf(genetic): faster runs with unchanged results (#1385)
* feat(devices): add load-dependent DC-to-AC efficiency curve for GENETIC inverters

Real inverters are much less efficient at low load than at rated power
(e.g. 0.80 at 2 % vs. 0.93 at 7 % load). A constant dc_to_ac_efficiency
overrates night-time battery discharge into a small base load and, with
it, arbitrage and grid charging.

Add two optional inverter settings for the GENETIC optimizer:

- dc_to_ac_efficiency_curve: list of (load_fraction, efficiency) points,
  load fraction = AC power / max_power_w. Points must be strictly
  increasing in [0, 1] with efficiencies in (0, 1]; at least two points.
  Linear interpolation, clamped at both ends. When set, the curve
  replaces dc_to_ac_efficiency.
- dc_to_ac_efficiency_reference_load_fraction (default 0.06): load at
  which the curve values stored energy without a specific conversion.

Battery discharges in Inverter.process_energy() use the efficiency at
the AC energy of each conversion. The end-of-horizon value, the terminal
and tail value curves and the AC charge break-even penalty use
Inverter.reference_dc_to_ac_efficiency.

Without a curve, dc_to_ac_efficiency_at() and the reference efficiency
return dc_to_ac_efficiency itself, so results are bit-identical to the
previous model. GENETIC0 is unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* feat(genetic): make the fitness cache size configurable

The per-run fitness cache of the GENETIC optimizer is unbounded. It
grows with individuals x generations (~110k keys at 300 x 400, about
1.1 kB each, 1.6 kB with an EV) and adds 120-170 MB to the peak memory
of a run, while only 6-15 % of the lookups hit. On 512 MB boards this
is the largest part of the optimizer's memory.

Add optimization.genetic.fitness_cache_max_entries:

- None (default): unbounded, the previous behaviour.
- 0: no cache; every genome is evaluated.
- N > 0: at most N keys. The cache is then an OrderedDict and evicts
  the oldest key first (FIFO, O(1)); LRU would cost bookkeeping on
  every hit for a cache that rarely hits.

A cache hit returns exactly what the deterministic evaluation would
return, so the plan for a fixed seed is identical with any setting.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* perf: import heavy optional dependencies on first use

A GENETIC server with external (import) providers and EOSdash disabled
loads several large packages at start that it never uses, which costs
a noticeable part of the memory on 512 MB boards:

- matplotlib via the GENETIC/GENETIC0 PDF report modules (server/eos.py)
- statsmodels via the Holt-Winters fallback in prediction/priceabc.py
- pvlib via the weather base class and the pvlib-based providers
- bs4/lxml via the ClearOutside provider
- scipy via the self-consumption interpolator singletons, which were
  loaded at import time
- the GENETIC0 optimizer, imported by core/ems.py
- tzfpy, whose polygon data the computed general.timezone loads

Import these where they are used. The interpolator tables are loaded
on first use (thread-safe). Nothing changes in what is computed.

general.timezone is computed from latitude/longitude and cannot be set.
Add general.timezone_override (IANA name, validated with pendulum):
when set, general.timezone returns it and the lookup is skipped. When
unset (default) the lookup is unchanged.

Tests that patched the moved names now patch them at their source.
A new test starts the server module in a subprocess and checks that
none of these modules is loaded.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* perf(prediction): evaluate self-consumption tables without SciPy

The GENETIC inverter (and the GENETIC0 one) evaluates a pickled
scipy.interpolate.RegularGridInterpolator for the self-consumption
probabilities. SciPy is used nowhere else in EOS, yet loading it costs
about 35 MB RSS (21 MB anonymous) on Linux arm64, which every
optimization run pays.

Add utils/gridinterpolator.py:

- LinearGridInterpolator: 2-D linear interpolation with the same steps
  as SciPy's linear 2-D path (interval search, normalised distances,
  corner weights summed in the same order, fill value outside the grid,
  NaN for NaN input).
- load_grid_interpolator(): reads the shipped pickles with a restricted
  unpickler that maps the SciPy class to a stand-in and accepts only
  the NumPy globals needed for the arrays. SciPy is not imported, and
  the data files no longer depend on SciPy's private module paths.

Results are bit-identical to SciPy on Linux (aarch64, checked on 3.6M
points per table including the query pattern of the inverter). The
macOS arm64 SciPy wheel fuses multiply-add, so there SciPy itself
differs by <= 1.1e-16; GENETIC plans for fixed seeds are unchanged on
both platforms.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* feat(prediction): make the SciPy-free table evaluation opt-in

Add optimization.self_consumption_interpolator (scipy | numpy, default scipy).
The default keeps evaluating the self-consumption tables with SciPy's
RegularGridInterpolator, built from the same grid, values and fill value the
pickle holds, so results are unchanged. With numpy the tables are evaluated by
LinearGridInterpolator and SciPy is never imported. The backend is read on
every evaluation, so a config change applies to the next run.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* perf(genetic): cache the load distribution, clone genomes directly

Two hot spots of a GENETIC run, found by profiling a 15 minute run with EV
and two appliances. The solution is unchanged: both repository reference
inputs give a byte-identical GeneticSolution at 400 generations.

- SelfConsumptionProbabilityInterpolator._load_distribution depends on
  the mean load only, but ran the table interpolation over all minute-load
  bins for every new (load, PV) pair - 27 % of the run. It is now kept per
  (backend, bounded mean load); a run asks for few loads (one per slot,
  plus appliance combinations) with ever-changing PV values. The table is
  static, so entries never go stale; the cache is bounded. Scalar bounds
  use min/max instead of np.clip.
- _make_offspring cloned parents with copy.deepcopy (8 % of the run),
  although the child's fitness, extra_data and immigrant protection are
  dropped right after. A genome is a flat list of ints, so the child is
  created from the parent's genes directly.

Measured (1 process, Apple M5): eHive run with EV + 2 appliances,
200 generations 33.7 s -> 25.1 s; EV only 34.1 s -> 24.3 s.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* perf(genetic): cheaper slot simulation, lean lookup cache, batch duplicates

Four hot spots of a GENETIC run, found by profiling a 15 minute run with EV
and two appliances. The solution is unchanged: both repository reference
inputs (optimize_input_1/2, seed 42, 400 generations) give a byte-identical
solution before and after, as do the fixed-seed runs with 1, 2 and 3
evaluation processes.

* Expected direct consumption: the lookup went through the shared
  cache_energy_management store on every slot of every candidate - a key
  built from the callable, a callback per call and room for the last 100
  results only (18 % misses). It is now a dictionary of the interpolator,
  dropped together with that store at the start of an energy management
  run (CacheEnergyManagementStore.generation), bounded to 8192 entries.
* Slot simulation: per-slot inputs are read as plain Python numbers and
  per-slot results are collected in lists, turned into arrays after the
  loop. Element access on NumPy arrays and NumPy scalar arithmetic were the
  largest share of the loop. process_energy() skips the charge/export
  block when a slot has no PV surplus and bounds values without min()/max()
  calls (exact equivalents, NaN and signed zero included).
* Genome keys: bytes() does the 0-255 range check in C, and a genome that
  is relevant as a whole is packed without copying it first.
* Identical genomes within a generation are evaluated once also when the
  fitness cache is off (fitness_cache_max_entries = 0), by grouping the
  batch. It needs no memory beyond the batch; the cache costs 85-95 MB.

Same run, one process, 60 generations (Apple M-series): 7.8 s -> 5.9 s with
appliances, 7.1 s -> 5.0 s without. 200 generations with 3 evaluation
processes: 11.4 s -> 8.2 s.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* perf(devices): keep the battery charge bookkeeping in plain numbers

Battery.charge_energy() runs for every slot of every candidate plan. The
per-slot charge limit and charged energy were NumPy arrays read and written
one element at a time, and the NumPy scalars they return made the state of
charge arithmetic slow from then on. They are plain lists now. The lower
charge rates tried when a request does not fit are taken from a tuple built
once per charge_rates array instead of a searchsorted() plus generator per
request.

The results are unchanged (same IEEE doubles, same order of operations).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* perf(devices): check the discharge release first, plain discharge bookkeeping

Inverter._discharge_battery_to_ac() looked up the conversion efficiency
before the battery told it that the plan does not release discharge in this
slot. Battery.discharge_released() answers that first; the result of such a
slot was (0.0, 0.0) before and is now returned directly.

The discharged energy per slot is a plain list instead of a NumPy array
read and written one element at a time.

The results are unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* perf(devices): find the efficiency curve segment by bisection

Inverter.dc_to_ac_efficiency_at() runs for every battery discharge of every
candidate plan and walked the curve points one by one. The load fractions
are split off once per curve and the segment is found by bisection; the
segment and the interpolation are those of interpolate_efficiency_curve().
Compared bit for bit against that function for 200000 load values, the
curve points themselves, zero, infinities and NaN.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* perf(genetic): sum appliance loads once per candidate, read the SoC directly

The slot loop asked every appliance for its load in every slot (one method
call with a range check each) and converted the state of charge to percent
through a method call twice per slot. The aggregate appliance load is now
summed once per candidate, in the order the loop added the appliances, and
the state of charge is read with the Battery formula in place. Appliances
of another class or with a curve that does not cover the simulated slots,
and batteries with their own current_soc_percentage(), keep the calls.

The results are unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* perf(genetic): compute the control end slot once per run

control_end_slot is a property that reads the interval and the horizon from
the configuration on every access - several hundred thousand times per run.
The configuration is frozen for the duration of a run, so the value is
computed once when the snapshot is taken and dropped with it.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* perf(genetic): work out the energy-shift targets once per source slot

_energy_shift_target_slots() runs for every export slot of every
energy-shift mutation, in the server process while the evaluation workers
wait. Which later slots are worth the shift, and in which order, depends on
the forecasts and the source slot only; it is now worked out once per source
slot and run, and the individual only filters the ordered slots. Filtering
the sorted superset gives the same list as sorting the filtered slots (the
sort is stable and its key does not depend on the individual), so mutations
and the random number stream are unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* perf(devices): compute the battery discharge of a slot in one go

Serving load or exporting from the battery went through three nested calls
per slot: Inverter._discharge_battery_to_ac() -> dc_to_ac_efficiency_at()
-> Battery.discharge_energy(), with the release of the slot checked twice
and the efficiency function called also without a curve. For the plain
Battery the inverter now computes the release check, the efficiency and the
discharge in one go; other battery implementations keep the step-by-step
path. The arithmetic is that of Battery.discharge_energy().

The results are unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* perf(genetic): decode appliance starts once per gene combination

Every candidate decoded its appliance start genes (feasibility repair over
cycle windows and minimum gaps) and rebuilt each appliance's load curve over
the whole horizon. The decoded starts, the canonical gene values and the
curves depend on the appliance genes only, and a run sees few different
combinations among tens of thousands of candidates. Each combination is now
decoded and built once per layout (bounded to 4096 combinations) and looked
up afterwards.

The results are unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* perf(genetic): compute only the terminal credit per candidate

Every evaluation called _terminal_value(), which returns the credit for the
energy left in the battery together with a TerminalValueResult report
(component values, diagnostics, curves). The evaluation used the credit and
dropped the report. _terminal_value_credit() computes the same credit
without building the report; the report is still built for the final
solution.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* perf(genetic): decode battery states through a lookup table

decode_charge_discharge() decodes every slot on its own from its state, with
about twenty array operations per candidate. The four results per state are
now worked out once per state layout and looked up for the slots of a
candidate. States outside the table keep the explicit decoding.

The results are unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* perf(genetic): check for a full EV before splitting the genome

_repair_ev_charge_at_full_soc() split every candidate's genome and walked
all slots in Python to find EV charging in slots that begin at full SoC.
Nearly no candidate has such a slot. The full slots are now found on the
simulated SoC array first; the genome is split and only those slots are
looked at when there are any.

The results are unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* feat(genetic): evaluate candidates in parallel worker processes

A GENETIC run evaluated every candidate in the server process, so a run
used one CPU core however many the machine had. On small ARM boards
(4x Cortex-A55, thermally limited) a 300x200 run took 12-15 minutes.

Candidates are now evaluated in up to two worker processes, forked once
per run after the run is fully prepared. Each worker owns a copy of the
prepared optimizer; only genomes and results cross the process boundary.
The fitness cache stays in the server process: hits are answered there,
and identical genomes in a batch are evaluated once, as a serial run
would hit the cache for the repeats. Results are applied only after the
whole batch returned. If a batch fails or times out, the run continues
serially. For a fixed seed the result is identical to a serial run.

optimization.genetic.workers sets the number of processes. Unset
(default) is automatic: one CPU core always stays free and at most two
are used (1-2 cores -> 1, 3 or more -> 2), capped by a cgroup v2 CPU
limit of the process or any parent (container limit, systemd CPUQuota).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* feat(ems): notify a URL after every completed optimization

A client that consumes EOS plans (here DVhub) had to poll
/v1/energy-management/optimization/solution to notice a new plan. That
delays the plan by up to the poll interval and makes EOS serialize the
complete solution on every poll, also while it is computing.

ems.notify_url (default None = off) receives an HTTP POST with a small
JSON event ({"event": "optimization_completed", "algorithm",
"completed_at", "duration_s"}) when a run has published its solution.
The POST runs in a daemon thread with a 5 s timeout, so a slow or
unreachable receiver never delays energy management; a failure is
logged once per failure streak. Only http(s) URLs are accepted.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* perf(genetic): fewer calls per slot in the simulation loop

Three calls ran for every slot of every candidate although most slots do not
need them: the AC charge factor was capped by the inverter also when the
slot has no AC charging, the battery was asked for its discharged energy
through a method, and process_energy() got its export arguments by keyword.
Slots without AC charging skip the cap, the discharged energy is read with
the Battery formula in place, and the arguments are positional. reset() of a
battery creates its two control arrays with zeros() instead of full().

The results are unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* fix(genetic): freeze the optimization configuration for the duration of a run

The genetic optimization reads horizon_hours, tail_horizon_hours,
interval_sec and prediction.hours from the live configuration on every
access (control_slots, tail_slots, ... are properties). A client that
updates the configuration while a run is in progress - DVhub shrinks or
grows the control horizon as the known price horizon moves during the
night - changed these values mid-run. Genomes and device arrays sized at
the start then no longer matched the simulation loop and the final
evaluation failed:

    IndexError: index 84 is out of bounds for axis 0 with size 84

Long runs on slow hardware hit this almost every night.

optimize_ems() now takes a deep copy of the genetic configuration and the
prediction hours at the start of a run, all reads in genetic.py go through
it, and it is released when the run ends (also on errors). New values apply
to the next run.

Tests: tests/test_genetic_config_frozen_per_run.py reproduces the error
without the fix (horizon 20 -> 24 mid-run: index 20 out of bounds) and
passes with it; genetic/optimization tests 439 passed.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* feat(genetic): pin evaluation workers, keep the server responsive

Workers are pinned to the last `workers` CPU cores (new setting
optimization.genetic.pin_workers, default on); the server process stays
unpinned. The run never spreads beyond `workers` cores without a CPU
quota, and the server and the rest of the system keep the other cores.
No pinning without a spare core.

With a CPU limit (container cpu.max, systemd CPUQuota) the automatic
worker count now keeps a quarter core of it for the server process
(limit 2 -> 1 worker, 2.5 -> 2): two workers used a 2-core limit fully.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* fix(ems): tolerate settings without notify_url

Test doubles and older configuration objects have no ems.notify_url.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* perf(devices): bound the PV surplus and export values without min()/max()

The rest of Inverter.process_energy() - PV surplus, curtailment and battery
export - bounded its values with min()/max() calls. They are conditional
statements now, as the first half of the method already is: 'if x < 0.0:
x = 0.0' is max(x, 0.0) and 'b if b < a else a' is min(a, b), NaN and signed
zero included.

The results are unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* fix(devices): evaluate the efficiency curve at the delivered AC load

When the battery limits a discharge (low state of charge or its power
limit), the conversion ran with the efficiency of the requested AC energy.
With a 1000 Wh battery at 10 % SoC, a 1000 W inverter and the curve
[(0, .8), (.5, .95), (1, .95)], a request of 500 Wh AC returned 95 Wh AC
from the available 100 Wh DC, although the curve gives 82.5 % at that load.

The delivered AC energy now solves a = dc * efficiency(a / rated) exactly on
the piecewise-linear curve (solve_ac_for_dc_energy), bounded by the request.
Unlimited discharges and inverters without a curve are unchanged.

Regression tests use a real Battery: low SoC and a power-limited discharge,
each with 60- and 15-minute slots, battery discharge losses, the load path
through process_energy, and constant efficiency.

* docs: regenerate OpenAPI for the efficiency-curve fix

* docs: regenerate OpenAPI after merging the efficiency-curve fix

* docs: regenerate OpenAPI after merging the efficiency-curve fix

* docs: regenerate OpenAPI after merging the efficiency-curve fix

* docs: regenerate OpenAPI after merging the efficiency-curve fix

---------

Co-authored-by: Christin <christin@BigBrother.bikini.bottom.zone>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: Andreas <drbacke@gmx.de>
2026-10-11 11:37:43 +02:00
70b72bfbce feat(ems): notify a URL after every completed optimization (#1383)
* feat(devices): add load-dependent DC-to-AC efficiency curve for GENETIC inverters

Real inverters are much less efficient at low load than at rated power
(e.g. 0.80 at 2 % vs. 0.93 at 7 % load). A constant dc_to_ac_efficiency
overrates night-time battery discharge into a small base load and, with
it, arbitrage and grid charging.

Add two optional inverter settings for the GENETIC optimizer:

- dc_to_ac_efficiency_curve: list of (load_fraction, efficiency) points,
  load fraction = AC power / max_power_w. Points must be strictly
  increasing in [0, 1] with efficiencies in (0, 1]; at least two points.
  Linear interpolation, clamped at both ends. When set, the curve
  replaces dc_to_ac_efficiency.
- dc_to_ac_efficiency_reference_load_fraction (default 0.06): load at
  which the curve values stored energy without a specific conversion.

Battery discharges in Inverter.process_energy() use the efficiency at
the AC energy of each conversion. The end-of-horizon value, the terminal
and tail value curves and the AC charge break-even penalty use
Inverter.reference_dc_to_ac_efficiency.

Without a curve, dc_to_ac_efficiency_at() and the reference efficiency
return dc_to_ac_efficiency itself, so results are bit-identical to the
previous model. GENETIC0 is unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* feat(genetic): make the fitness cache size configurable

The per-run fitness cache of the GENETIC optimizer is unbounded. It
grows with individuals x generations (~110k keys at 300 x 400, about
1.1 kB each, 1.6 kB with an EV) and adds 120-170 MB to the peak memory
of a run, while only 6-15 % of the lookups hit. On 512 MB boards this
is the largest part of the optimizer's memory.

Add optimization.genetic.fitness_cache_max_entries:

- None (default): unbounded, the previous behaviour.
- 0: no cache; every genome is evaluated.
- N > 0: at most N keys. The cache is then an OrderedDict and evicts
  the oldest key first (FIFO, O(1)); LRU would cost bookkeeping on
  every hit for a cache that rarely hits.

A cache hit returns exactly what the deterministic evaluation would
return, so the plan for a fixed seed is identical with any setting.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* perf: import heavy optional dependencies on first use

A GENETIC server with external (import) providers and EOSdash disabled
loads several large packages at start that it never uses, which costs
a noticeable part of the memory on 512 MB boards:

- matplotlib via the GENETIC/GENETIC0 PDF report modules (server/eos.py)
- statsmodels via the Holt-Winters fallback in prediction/priceabc.py
- pvlib via the weather base class and the pvlib-based providers
- bs4/lxml via the ClearOutside provider
- scipy via the self-consumption interpolator singletons, which were
  loaded at import time
- the GENETIC0 optimizer, imported by core/ems.py
- tzfpy, whose polygon data the computed general.timezone loads

Import these where they are used. The interpolator tables are loaded
on first use (thread-safe). Nothing changes in what is computed.

general.timezone is computed from latitude/longitude and cannot be set.
Add general.timezone_override (IANA name, validated with pendulum):
when set, general.timezone returns it and the lookup is skipped. When
unset (default) the lookup is unchanged.

Tests that patched the moved names now patch them at their source.
A new test starts the server module in a subprocess and checks that
none of these modules is loaded.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* perf(prediction): evaluate self-consumption tables without SciPy

The GENETIC inverter (and the GENETIC0 one) evaluates a pickled
scipy.interpolate.RegularGridInterpolator for the self-consumption
probabilities. SciPy is used nowhere else in EOS, yet loading it costs
about 35 MB RSS (21 MB anonymous) on Linux arm64, which every
optimization run pays.

Add utils/gridinterpolator.py:

- LinearGridInterpolator: 2-D linear interpolation with the same steps
  as SciPy's linear 2-D path (interval search, normalised distances,
  corner weights summed in the same order, fill value outside the grid,
  NaN for NaN input).
- load_grid_interpolator(): reads the shipped pickles with a restricted
  unpickler that maps the SciPy class to a stand-in and accepts only
  the NumPy globals needed for the arrays. SciPy is not imported, and
  the data files no longer depend on SciPy's private module paths.

Results are bit-identical to SciPy on Linux (aarch64, checked on 3.6M
points per table including the query pattern of the inverter). The
macOS arm64 SciPy wheel fuses multiply-add, so there SciPy itself
differs by <= 1.1e-16; GENETIC plans for fixed seeds are unchanged on
both platforms.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* feat(prediction): make the SciPy-free table evaluation opt-in

Add optimization.self_consumption_interpolator (scipy | numpy, default scipy).
The default keeps evaluating the self-consumption tables with SciPy's
RegularGridInterpolator, built from the same grid, values and fill value the
pickle holds, so results are unchanged. With numpy the tables are evaluated by
LinearGridInterpolator and SciPy is never imported. The backend is read on
every evaluation, so a config change applies to the next run.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* feat(genetic): evaluate candidates in parallel worker processes

A GENETIC run evaluated every candidate in the server process, so a run
used one CPU core however many the machine had. On small ARM boards
(4x Cortex-A55, thermally limited) a 300x200 run took 12-15 minutes.

Candidates are now evaluated in up to two worker processes, forked once
per run after the run is fully prepared. Each worker owns a copy of the
prepared optimizer; only genomes and results cross the process boundary.
The fitness cache stays in the server process: hits are answered there,
and identical genomes in a batch are evaluated once, as a serial run
would hit the cache for the repeats. Results are applied only after the
whole batch returned. If a batch fails or times out, the run continues
serially. For a fixed seed the result is identical to a serial run.

optimization.genetic.workers sets the number of processes. Unset
(default) is automatic: one CPU core always stays free and at most two
are used (1-2 cores -> 1, 3 or more -> 2), capped by a cgroup v2 CPU
limit of the process or any parent (container limit, systemd CPUQuota).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* feat(ems): notify a URL after every completed optimization

A client that consumes EOS plans (here DVhub) had to poll
/v1/energy-management/optimization/solution to notice a new plan. That
delays the plan by up to the poll interval and makes EOS serialize the
complete solution on every poll, also while it is computing.

ems.notify_url (default None = off) receives an HTTP POST with a small
JSON event ({"event": "optimization_completed", "algorithm",
"completed_at", "duration_s"}) when a run has published its solution.
The POST runs in a daemon thread with a 5 s timeout, so a slow or
unreachable receiver never delays energy management; a failure is
logged once per failure streak. Only http(s) URLs are accepted.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* fix(genetic): freeze the optimization configuration for the duration of a run

The genetic optimization reads horizon_hours, tail_horizon_hours,
interval_sec and prediction.hours from the live configuration on every
access (control_slots, tail_slots, ... are properties). A client that
updates the configuration while a run is in progress - DVhub shrinks or
grows the control horizon as the known price horizon moves during the
night - changed these values mid-run. Genomes and device arrays sized at
the start then no longer matched the simulation loop and the final
evaluation failed:

    IndexError: index 84 is out of bounds for axis 0 with size 84

Long runs on slow hardware hit this almost every night.

optimize_ems() now takes a deep copy of the genetic configuration and the
prediction hours at the start of a run, all reads in genetic.py go through
it, and it is released when the run ends (also on errors). New values apply
to the next run.

Tests: tests/test_genetic_config_frozen_per_run.py reproduces the error
without the fix (horizon 20 -> 24 mid-run: index 20 out of bounds) and
passes with it; genetic/optimization tests 439 passed.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* feat(genetic): pin evaluation workers, keep the server responsive

Workers are pinned to the last `workers` CPU cores (new setting
optimization.genetic.pin_workers, default on); the server process stays
unpinned. The run never spreads beyond `workers` cores without a CPU
quota, and the server and the rest of the system keep the other cores.
No pinning without a spare core.

With a CPU limit (container cpu.max, systemd CPUQuota) the automatic
worker count now keeps a quarter core of it for the server process
(limit 2 -> 1 worker, 2.5 -> 2): two workers used a 2-core limit fully.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* fix(ems): tolerate settings without notify_url

Test doubles and older configuration objects have no ems.notify_url.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* fix(devices): evaluate the efficiency curve at the delivered AC load

When the battery limits a discharge (low state of charge or its power
limit), the conversion ran with the efficiency of the requested AC energy.
With a 1000 Wh battery at 10 % SoC, a 1000 W inverter and the curve
[(0, .8), (.5, .95), (1, .95)], a request of 500 Wh AC returned 95 Wh AC
from the available 100 Wh DC, although the curve gives 82.5 % at that load.

The delivered AC energy now solves a = dc * efficiency(a / rated) exactly on
the piecewise-linear curve (solve_ac_for_dc_energy), bounded by the request.
Unlimited discharges and inverters without a curve are unchanged.

Regression tests use a real Battery: low SoC and a power-limited discharge,
each with 60- and 15-minute slots, battery discharge losses, the load path
through process_energy, and constant efficiency.

* docs: regenerate OpenAPI for the efficiency-curve fix

* docs: regenerate OpenAPI after merging the efficiency-curve fix

* docs: regenerate OpenAPI after merging the efficiency-curve fix

* docs: regenerate OpenAPI after merging the efficiency-curve fix

* test(genetic): cover serial fallback on platforms without fork

---------

Co-authored-by: Christin <christin@BigBrother.bikini.bottom.zone>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: Andreas <drbacke@gmx.de>
2026-10-11 10:48:04 +02:00
1f8742a54b feat(genetic): evaluate candidates in parallel worker processes (#1382)
* feat(devices): add load-dependent DC-to-AC efficiency curve for GENETIC inverters

Real inverters are much less efficient at low load than at rated power
(e.g. 0.80 at 2 % vs. 0.93 at 7 % load). A constant dc_to_ac_efficiency
overrates night-time battery discharge into a small base load and, with
it, arbitrage and grid charging.

Add two optional inverter settings for the GENETIC optimizer:

- dc_to_ac_efficiency_curve: list of (load_fraction, efficiency) points,
  load fraction = AC power / max_power_w. Points must be strictly
  increasing in [0, 1] with efficiencies in (0, 1]; at least two points.
  Linear interpolation, clamped at both ends. When set, the curve
  replaces dc_to_ac_efficiency.
- dc_to_ac_efficiency_reference_load_fraction (default 0.06): load at
  which the curve values stored energy without a specific conversion.

Battery discharges in Inverter.process_energy() use the efficiency at
the AC energy of each conversion. The end-of-horizon value, the terminal
and tail value curves and the AC charge break-even penalty use
Inverter.reference_dc_to_ac_efficiency.

Without a curve, dc_to_ac_efficiency_at() and the reference efficiency
return dc_to_ac_efficiency itself, so results are bit-identical to the
previous model. GENETIC0 is unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* feat(genetic): make the fitness cache size configurable

The per-run fitness cache of the GENETIC optimizer is unbounded. It
grows with individuals x generations (~110k keys at 300 x 400, about
1.1 kB each, 1.6 kB with an EV) and adds 120-170 MB to the peak memory
of a run, while only 6-15 % of the lookups hit. On 512 MB boards this
is the largest part of the optimizer's memory.

Add optimization.genetic.fitness_cache_max_entries:

- None (default): unbounded, the previous behaviour.
- 0: no cache; every genome is evaluated.
- N > 0: at most N keys. The cache is then an OrderedDict and evicts
  the oldest key first (FIFO, O(1)); LRU would cost bookkeeping on
  every hit for a cache that rarely hits.

A cache hit returns exactly what the deterministic evaluation would
return, so the plan for a fixed seed is identical with any setting.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* perf: import heavy optional dependencies on first use

A GENETIC server with external (import) providers and EOSdash disabled
loads several large packages at start that it never uses, which costs
a noticeable part of the memory on 512 MB boards:

- matplotlib via the GENETIC/GENETIC0 PDF report modules (server/eos.py)
- statsmodels via the Holt-Winters fallback in prediction/priceabc.py
- pvlib via the weather base class and the pvlib-based providers
- bs4/lxml via the ClearOutside provider
- scipy via the self-consumption interpolator singletons, which were
  loaded at import time
- the GENETIC0 optimizer, imported by core/ems.py
- tzfpy, whose polygon data the computed general.timezone loads

Import these where they are used. The interpolator tables are loaded
on first use (thread-safe). Nothing changes in what is computed.

general.timezone is computed from latitude/longitude and cannot be set.
Add general.timezone_override (IANA name, validated with pendulum):
when set, general.timezone returns it and the lookup is skipped. When
unset (default) the lookup is unchanged.

Tests that patched the moved names now patch them at their source.
A new test starts the server module in a subprocess and checks that
none of these modules is loaded.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* perf(prediction): evaluate self-consumption tables without SciPy

The GENETIC inverter (and the GENETIC0 one) evaluates a pickled
scipy.interpolate.RegularGridInterpolator for the self-consumption
probabilities. SciPy is used nowhere else in EOS, yet loading it costs
about 35 MB RSS (21 MB anonymous) on Linux arm64, which every
optimization run pays.

Add utils/gridinterpolator.py:

- LinearGridInterpolator: 2-D linear interpolation with the same steps
  as SciPy's linear 2-D path (interval search, normalised distances,
  corner weights summed in the same order, fill value outside the grid,
  NaN for NaN input).
- load_grid_interpolator(): reads the shipped pickles with a restricted
  unpickler that maps the SciPy class to a stand-in and accepts only
  the NumPy globals needed for the arrays. SciPy is not imported, and
  the data files no longer depend on SciPy's private module paths.

Results are bit-identical to SciPy on Linux (aarch64, checked on 3.6M
points per table including the query pattern of the inverter). The
macOS arm64 SciPy wheel fuses multiply-add, so there SciPy itself
differs by <= 1.1e-16; GENETIC plans for fixed seeds are unchanged on
both platforms.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* feat(prediction): make the SciPy-free table evaluation opt-in

Add optimization.self_consumption_interpolator (scipy | numpy, default scipy).
The default keeps evaluating the self-consumption tables with SciPy's
RegularGridInterpolator, built from the same grid, values and fill value the
pickle holds, so results are unchanged. With numpy the tables are evaluated by
LinearGridInterpolator and SciPy is never imported. The backend is read on
every evaluation, so a config change applies to the next run.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* feat(genetic): evaluate candidates in parallel worker processes

A GENETIC run evaluated every candidate in the server process, so a run
used one CPU core however many the machine had. On small ARM boards
(4x Cortex-A55, thermally limited) a 300x200 run took 12-15 minutes.

Candidates are now evaluated in up to two worker processes, forked once
per run after the run is fully prepared. Each worker owns a copy of the
prepared optimizer; only genomes and results cross the process boundary.
The fitness cache stays in the server process: hits are answered there,
and identical genomes in a batch are evaluated once, as a serial run
would hit the cache for the repeats. Results are applied only after the
whole batch returned. If a batch fails or times out, the run continues
serially. For a fixed seed the result is identical to a serial run.

optimization.genetic.workers sets the number of processes. Unset
(default) is automatic: one CPU core always stays free and at most two
are used (1-2 cores -> 1, 3 or more -> 2), capped by a cgroup v2 CPU
limit of the process or any parent (container limit, systemd CPUQuota).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* fix(genetic): freeze the optimization configuration for the duration of a run

The genetic optimization reads horizon_hours, tail_horizon_hours,
interval_sec and prediction.hours from the live configuration on every
access (control_slots, tail_slots, ... are properties). A client that
updates the configuration while a run is in progress - DVhub shrinks or
grows the control horizon as the known price horizon moves during the
night - changed these values mid-run. Genomes and device arrays sized at
the start then no longer matched the simulation loop and the final
evaluation failed:

    IndexError: index 84 is out of bounds for axis 0 with size 84

Long runs on slow hardware hit this almost every night.

optimize_ems() now takes a deep copy of the genetic configuration and the
prediction hours at the start of a run, all reads in genetic.py go through
it, and it is released when the run ends (also on errors). New values apply
to the next run.

Tests: tests/test_genetic_config_frozen_per_run.py reproduces the error
without the fix (horizon 20 -> 24 mid-run: index 20 out of bounds) and
passes with it; genetic/optimization tests 439 passed.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* feat(genetic): pin evaluation workers, keep the server responsive

Workers are pinned to the last `workers` CPU cores (new setting
optimization.genetic.pin_workers, default on); the server process stays
unpinned. The run never spreads beyond `workers` cores without a CPU
quota, and the server and the rest of the system keep the other cores.
No pinning without a spare core.

With a CPU limit (container cpu.max, systemd CPUQuota) the automatic
worker count now keeps a quarter core of it for the server process
(limit 2 -> 1 worker, 2.5 -> 2): two workers used a 2-core limit fully.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EYWR1HVM8a8src23xuyL3T

* fix(devices): evaluate the efficiency curve at the delivered AC load

When the battery limits a discharge (low state of charge or its power
limit), the conversion ran with the efficiency of the requested AC energy.
With a 1000 Wh battery at 10 % SoC, a 1000 W inverter and the curve
[(0, .8), (.5, .95), (1, .95)], a request of 500 Wh AC returned 95 Wh AC
from the available 100 Wh DC, although the curve gives 82.5 % at that load.

The delivered AC energy now solves a = dc * efficiency(a / rated) exactly on
the piecewise-linear curve (solve_ac_for_dc_energy), bounded by the request.
Unlimited discharges and inverters without a curve are unchanged.

Regression tests use a real Battery: low SoC and a power-limited discharge,
each with 60- and 15-minute slots, battery discharge losses, the load path
through process_energy, and constant efficiency.

* docs: regenerate OpenAPI for the efficiency-curve fix

* docs: regenerate OpenAPI after merging the efficiency-curve fix

* docs: regenerate OpenAPI after merging the efficiency-curve fix

* test(genetic): cover serial fallback on platforms without fork

---------

Co-authored-by: Christin <christin@BigBrother.bikini.bottom.zone>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: Andreas <drbacke@gmx.de>
2026-10-11 10:47:49 +02:00
720809397c fix(genetic): freeze the optimization configuration for the duration of a run (#1381)
* feat(devices): add load-dependent DC-to-AC efficiency curve for GENETIC inverters

Real inverters are much less efficient at low load than at rated power
(e.g. 0.80 at 2 % vs. 0.93 at 7 % load). A constant dc_to_ac_efficiency
overrates night-time battery discharge into a small base load and, with
it, arbitrage and grid charging.

Add two optional inverter settings for the GENETIC optimizer:

- dc_to_ac_efficiency_curve: list of (load_fraction, efficiency) points,
  load fraction = AC power / max_power_w. Points must be strictly
  increasing in [0, 1] with efficiencies in (0, 1]; at least two points.
  Linear interpolation, clamped at both ends. When set, the curve
  replaces dc_to_ac_efficiency.
- dc_to_ac_efficiency_reference_load_fraction (default 0.06): load at
  which the curve values stored energy without a specific conversion.

Battery discharges in Inverter.process_energy() use the efficiency at
the AC energy of each conversion. The end-of-horizon value, the terminal
and tail value curves and the AC charge break-even penalty use
Inverter.reference_dc_to_ac_efficiency.

Without a curve, dc_to_ac_efficiency_at() and the reference efficiency
return dc_to_ac_efficiency itself, so results are bit-identical to the
previous model. GENETIC0 is unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* feat(genetic): make the fitness cache size configurable

The per-run fitness cache of the GENETIC optimizer is unbounded. It
grows with individuals x generations (~110k keys at 300 x 400, about
1.1 kB each, 1.6 kB with an EV) and adds 120-170 MB to the peak memory
of a run, while only 6-15 % of the lookups hit. On 512 MB boards this
is the largest part of the optimizer's memory.

Add optimization.genetic.fitness_cache_max_entries:

- None (default): unbounded, the previous behaviour.
- 0: no cache; every genome is evaluated.
- N > 0: at most N keys. The cache is then an OrderedDict and evicts
  the oldest key first (FIFO, O(1)); LRU would cost bookkeeping on
  every hit for a cache that rarely hits.

A cache hit returns exactly what the deterministic evaluation would
return, so the plan for a fixed seed is identical with any setting.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* perf: import heavy optional dependencies on first use

A GENETIC server with external (import) providers and EOSdash disabled
loads several large packages at start that it never uses, which costs
a noticeable part of the memory on 512 MB boards:

- matplotlib via the GENETIC/GENETIC0 PDF report modules (server/eos.py)
- statsmodels via the Holt-Winters fallback in prediction/priceabc.py
- pvlib via the weather base class and the pvlib-based providers
- bs4/lxml via the ClearOutside provider
- scipy via the self-consumption interpolator singletons, which were
  loaded at import time
- the GENETIC0 optimizer, imported by core/ems.py
- tzfpy, whose polygon data the computed general.timezone loads

Import these where they are used. The interpolator tables are loaded
on first use (thread-safe). Nothing changes in what is computed.

general.timezone is computed from latitude/longitude and cannot be set.
Add general.timezone_override (IANA name, validated with pendulum):
when set, general.timezone returns it and the lookup is skipped. When
unset (default) the lookup is unchanged.

Tests that patched the moved names now patch them at their source.
A new test starts the server module in a subprocess and checks that
none of these modules is loaded.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* perf(prediction): evaluate self-consumption tables without SciPy

The GENETIC inverter (and the GENETIC0 one) evaluates a pickled
scipy.interpolate.RegularGridInterpolator for the self-consumption
probabilities. SciPy is used nowhere else in EOS, yet loading it costs
about 35 MB RSS (21 MB anonymous) on Linux arm64, which every
optimization run pays.

Add utils/gridinterpolator.py:

- LinearGridInterpolator: 2-D linear interpolation with the same steps
  as SciPy's linear 2-D path (interval search, normalised distances,
  corner weights summed in the same order, fill value outside the grid,
  NaN for NaN input).
- load_grid_interpolator(): reads the shipped pickles with a restricted
  unpickler that maps the SciPy class to a stand-in and accepts only
  the NumPy globals needed for the arrays. SciPy is not imported, and
  the data files no longer depend on SciPy's private module paths.

Results are bit-identical to SciPy on Linux (aarch64, checked on 3.6M
points per table including the query pattern of the inverter). The
macOS arm64 SciPy wheel fuses multiply-add, so there SciPy itself
differs by <= 1.1e-16; GENETIC plans for fixed seeds are unchanged on
both platforms.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* feat(prediction): make the SciPy-free table evaluation opt-in

Add optimization.self_consumption_interpolator (scipy | numpy, default scipy).
The default keeps evaluating the self-consumption tables with SciPy's
RegularGridInterpolator, built from the same grid, values and fill value the
pickle holds, so results are unchanged. With numpy the tables are evaluated by
LinearGridInterpolator and SciPy is never imported. The backend is read on
every evaluation, so a config change applies to the next run.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* fix(genetic): freeze the optimization configuration for the duration of a run

The genetic optimization reads horizon_hours, tail_horizon_hours,
interval_sec and prediction.hours from the live configuration on every
access (control_slots, tail_slots, ... are properties). A client that
updates the configuration while a run is in progress - DVhub shrinks or
grows the control horizon as the known price horizon moves during the
night - changed these values mid-run. Genomes and device arrays sized at
the start then no longer matched the simulation loop and the final
evaluation failed:

    IndexError: index 84 is out of bounds for axis 0 with size 84

Long runs on slow hardware hit this almost every night.

optimize_ems() now takes a deep copy of the genetic configuration and the
prediction hours at the start of a run, all reads in genetic.py go through
it, and it is released when the run ends (also on errors). New values apply
to the next run.

Tests: tests/test_genetic_config_frozen_per_run.py reproduces the error
without the fix (horizon 20 -> 24 mid-run: index 20 out of bounds) and
passes with it; genetic/optimization tests 439 passed.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* fix(devices): evaluate the efficiency curve at the delivered AC load

When the battery limits a discharge (low state of charge or its power
limit), the conversion ran with the efficiency of the requested AC energy.
With a 1000 Wh battery at 10 % SoC, a 1000 W inverter and the curve
[(0, .8), (.5, .95), (1, .95)], a request of 500 Wh AC returned 95 Wh AC
from the available 100 Wh DC, although the curve gives 82.5 % at that load.

The delivered AC energy now solves a = dc * efficiency(a / rated) exactly on
the piecewise-linear curve (solve_ac_for_dc_energy), bounded by the request.
Unlimited discharges and inverters without a curve are unchanged.

Regression tests use a real Battery: low SoC and a power-limited discharge,
each with 60- and 15-minute slots, battery discharge losses, the load path
through process_energy, and constant efficiency.

* docs: regenerate OpenAPI for the efficiency-curve fix

* docs: regenerate OpenAPI after merging the efficiency-curve fix

---------

Co-authored-by: Christin <christin@BigBrother.bikini.bottom.zone>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: Andreas <drbacke@gmx.de>
2026-10-11 10:45:47 +02:00
7f26ea3f3f feat(devices): add load-dependent DC-to-AC efficiency curve for GENETIC inverters (#1375)
* feat(devices): add load-dependent DC-to-AC efficiency curve for GENETIC inverters

Real inverters are much less efficient at low load than at rated power
(e.g. 0.80 at 2 % vs. 0.93 at 7 % load). A constant dc_to_ac_efficiency
overrates night-time battery discharge into a small base load and, with
it, arbitrage and grid charging.

Add two optional inverter settings for the GENETIC optimizer:

- dc_to_ac_efficiency_curve: list of (load_fraction, efficiency) points,
  load fraction = AC power / max_power_w. Points must be strictly
  increasing in [0, 1] with efficiencies in (0, 1]; at least two points.
  Linear interpolation, clamped at both ends. When set, the curve
  replaces dc_to_ac_efficiency.
- dc_to_ac_efficiency_reference_load_fraction (default 0.06): load at
  which the curve values stored energy without a specific conversion.

Battery discharges in Inverter.process_energy() use the efficiency at
the AC energy of each conversion. The end-of-horizon value, the terminal
and tail value curves and the AC charge break-even penalty use
Inverter.reference_dc_to_ac_efficiency.

Without a curve, dc_to_ac_efficiency_at() and the reference efficiency
return dc_to_ac_efficiency itself, so results are bit-identical to the
previous model. GENETIC0 is unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* fix(devices): evaluate the efficiency curve at the delivered AC load

When the battery limits a discharge (low state of charge or its power
limit), the conversion ran with the efficiency of the requested AC energy.
With a 1000 Wh battery at 10 % SoC, a 1000 W inverter and the curve
[(0, .8), (.5, .95), (1, .95)], a request of 500 Wh AC returned 95 Wh AC
from the available 100 Wh DC, although the curve gives 82.5 % at that load.

The delivered AC energy now solves a = dc * efficiency(a / rated) exactly on
the piecewise-linear curve (solve_ac_for_dc_energy), bounded by the request.
Unlimited discharges and inverters without a curve are unchanged.

Regression tests use a real Battery: low SoC and a power-limited discharge,
each with 60- and 15-minute slots, battery discharge losses, the load path
through process_energy, and constant efficiency.

* docs: regenerate OpenAPI for the efficiency-curve fix

---------

Co-authored-by: Christin <christin@BigBrother.bikini.bottom.zone>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: Andreas <drbacke@gmx.de>
2026-10-11 10:45:44 +02:00
560370281f perf(prediction): optional SciPy-free evaluation of the self-consumption tables (#1378)
* perf(prediction): evaluate self-consumption tables without SciPy

The GENETIC inverter (and the GENETIC0 one) evaluates a pickled
scipy.interpolate.RegularGridInterpolator for the self-consumption
probabilities. SciPy is used nowhere else in EOS, yet loading it costs
about 35 MB RSS (21 MB anonymous) on Linux arm64, which every
optimization run pays.

Add utils/gridinterpolator.py:

- LinearGridInterpolator: 2-D linear interpolation with the same steps
  as SciPy's linear 2-D path (interval search, normalised distances,
  corner weights summed in the same order, fill value outside the grid,
  NaN for NaN input).
- load_grid_interpolator(): reads the shipped pickles with a restricted
  unpickler that maps the SciPy class to a stand-in and accepts only
  the NumPy globals needed for the arrays. SciPy is not imported, and
  the data files no longer depend on SciPy's private module paths.

Results are bit-identical to SciPy on Linux (aarch64, checked on 3.6M
points per table including the query pattern of the inverter). The
macOS arm64 SciPy wheel fuses multiply-add, so there SciPy itself
differs by <= 1.1e-16; GENETIC plans for fixed seeds are unchanged on
both platforms.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* feat(prediction): make the SciPy-free table evaluation opt-in

Add optimization.self_consumption_interpolator (scipy | numpy, default scipy).
The default keeps evaluating the self-consumption tables with SciPy's
RegularGridInterpolator, built from the same grid, values and fill value the
pickle holds, so results are unchanged. With numpy the tables are evaluated by
LinearGridInterpolator and SciPy is never imported. The backend is read on
every evaluation, so a config change applies to the next run.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

---------

Co-authored-by: Christin <christin@BigBrother.bikini.bottom.zone>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: Andreas <drbacke@gmx.de>
2026-10-11 09:38:14 +02:00
14d8587c9c feat(genetic): make the fitness cache size configurable (#1376)
The per-run fitness cache of the GENETIC optimizer is unbounded. It
grows with individuals x generations (~110k keys at 300 x 400, about
1.1 kB each, 1.6 kB with an EV) and adds 120-170 MB to the peak memory
of a run, while only 6-15 % of the lookups hit. On 512 MB boards this
is the largest part of the optimizer's memory.

Add optimization.genetic.fitness_cache_max_entries:

- None (default): unbounded, the previous behaviour.
- 0: no cache; every genome is evaluated.
- N > 0: at most N keys. The cache is then an OrderedDict and evicts
  the oldest key first (FIFO, O(1)); LRU would cost bookkeeping on
  every hit for a cache that rarely hits.

A cache hit returns exactly what the deterministic evaluation would
return, so the plan for a fixed seed is identical with any setting.

Co-authored-by: Christin <christin@BigBrother.bikini.bottom.zone>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: Andreas <drbacke@gmx.de>
2026-10-11 09:19:33 +02:00
3651d33915 perf: import heavy optional dependencies on first use (#1377)
A GENETIC server with external (import) providers and EOSdash disabled
loads several large packages at start that it never uses, which costs
a noticeable part of the memory on 512 MB boards:

- matplotlib via the GENETIC/GENETIC0 PDF report modules (server/eos.py)
- statsmodels via the Holt-Winters fallback in prediction/priceabc.py
- pvlib via the weather base class and the pvlib-based providers
- bs4/lxml via the ClearOutside provider
- scipy via the self-consumption interpolator singletons, which were
  loaded at import time
- the GENETIC0 optimizer, imported by core/ems.py
- tzfpy, whose polygon data the computed general.timezone loads

Import these where they are used. The interpolator tables are loaded
on first use (thread-safe). Nothing changes in what is computed.

general.timezone is computed from latitude/longitude and cannot be set.
Add general.timezone_override (IANA name, validated with pendulum):
when set, general.timezone returns it and the lookup is skipped. When
unset (default) the lookup is unchanged.

Tests that patched the moved names now patch them at their source.
A new test starts the server module in a subprocess and checks that
none of these modules is loaded.

Co-authored-by: Christin <christin@BigBrother.bikini.bottom.zone>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-11 08:40:43 +02:00