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04f28997ea feat: deliver complete GENETIC optimization to main (#1330 )

* feat: adapt configuration for multi optimization algorithms

Decouple configuration from optimization algorithm parameters. Add to_[algorithm]_param() methods
to the configuration that derive optimization algorithm specific parameters from the configuration.
Add x-scope tags to the configuration options that describe for which specific algorithms the
configuration option is for.

The whole device settings are restructured. There are now general settings for the device classes
with the afore mentioned to_[algorithm]_param() methods. The general device settings got their own
directory `devices/settings`. By this the parameter class also does not have to be a pydantic model
which can be used for future optimization/ simulations speed up.

Also the parameter class for a device is now part of the device module. This better decouples and
also is the natural place for parameters of a device.

Besides this feature there are also fixes and improvements:

* feat: extend home appliance time window settings and simulation

  Home appliance can now be configured for multiple runs with per-cycle allowed time windows. The
  number of remaining cycles to plan is determined at runtime by reading the
  ``cycles_completed_measurement_key`` from the measurement store.

* feat: specialiced CycleTimeWindowSequence for time window sequences

  Sequence of time windows associated to cycles.

  This model specializes ``ValueTimeWindowSequence`` so that the ``value``
  field of each ``ValueTimeWindow`` encodes the **cycle index** (0-based
  integer) the window belongs to.

  Typical use: an appliance that must run ``n`` times per day, each run
  constrained to a distinct time window.  Assign ``value=0`` to windows
  for the first cycle, ``value=1`` for the second, and so on.  Multiple
  windows may share the same cycle index (their allowed regions are unioned).
  Windows with ``value=None`` are silently ignored by all cycle-aware methods.

* fix: Make test_configmigrate also regard the _ANY_SENTENIEL in key values

* chore: Make devices configurations a map instead of a list

  This makes config paths stable regardless of declaration order and lets each device settings
  class build its own config path from ``self.device_id`` without needing an external index.
  Tests are adapted likewise.

  Devices configurations are automatically migrated from lists to maps.

* chore: rename levelized_cost_of_storage_kwh to levelized_cost_of_storage_amt kwh

  This better fits in the naming scheme and also makes clear the costs are money.

Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>

* fix: runtime config update ignored by config file

Runtime settings were handed back to pydantic-settings as init settings,
which rank below the config file and the environment. Any key already
present in EOS.config.json or in the environment silently discarded the
update, so a bulk PUT /v1/config returned 200 without applying anything,
while the granular PUT /v1/config/{path} endpoint kept working.

Add a dedicated runtime settings source ranked directly below the command
line arguments and record granular updates there as well, so both
endpoints share one store that survives re-evaluation of the settings
sources. Environment variables keep precedence over the config file for
all keys that were not set at runtime.

Also repairs revert_settings() and update(), which passed their data
through the same init settings.

Closes #1303

* fix: env vars ignored on first config build

ConfigEOS.__init__ passed self as first positional argument to _setup,
which forwards it to pydantic_settings.BaseSettings.__init__. Its first
positional parameter is _case_sensitive, so the environment source
matched the upper case variable names against the lower case field names
and returned nothing. Environment settings only took effect after the
next configuration setup.

* docs: changelog for config priority fixes

* fix(config): preserve device identities and storage costs during migration

* fix(measurement): restore JSON records into the existing singleton

* fix(devices): preserve charge-rate typing and public import compatibility

* feat(measurement): integrate typed energy quality and capacity APIs

Port the locally backed-up measurement extensions to main async storage and PR #1256 device maps. Preserve runtime capacity estimates across #1305 bulk updates. Confirm JSON singleton restore defect on unchanged main and add regression. No production configuration or measurements included.

Co-authored-by: Andreas <drbacke@gmx.de>

* docs(measurement): describe household settings and consolidate regression coverage

* docs(measurement): regenerate configuration and API contracts

* test(measurement): isolate capacity database state between tests

* ruff format fix

* fix(measurement): restore JSON records into the existing singleton

* test(measurement): assert restored timestamps before timezone conversion

* test(measurement): assert restored timestamps before timezone conversion

* fix: preserve imported feed-in revenue during parameter preparation

Cancel GENETIC preparation when imported revenue cannot be read or contains invalid values, preserving the chosen provider instead of replacing it with demo tariffs. Keep valid positive, zero and negative amount/Wh series unchanged.

Adapt the revenue-preservation regressions from PRs #1224 and #1304 to the async main API, including real timestamped imports and simulation repricing. The feature-only direct-marketing override remains outside this main fix.

Co-authored-by: Christin <info@bikinibottom.capital>

Co-authored-by: Normann <github@koldrack.com>

* feat(devices): port slot-aware battery export and direct-use physics

Port scoped device changes from d2e2d58237. Keep PR #1256 parameter conversion structure and separate GENETIC0 devices. Validate physical flows and reprice changed simulation results.

Co-authored-by: Andreas <drbacke@gmx.de>

Co-authored-by: Christin <info@bikinibottom.capital>

* docs(measurement): align API version with refreshed prerequisites

* fix: return only completed optimization results per run

* feat(pvforecast): add calibrated local Akkudoktor backend

Port local PV modeling and outage calibration from feature commits f976335, 6dc58c3 and faed0fd by Andreas. Keep PVForecastAkkudoktor identity and remote default, adapt to async storage, and migrate legacy provider settings.

* fix(cache): distinguish callables in the shared EMS cache

Include the function object in cache keys so methods of one interpolator cannot reuse a probability as a power value. Cover both call orders, keyword arguments, cache hits and separate closures with identical qualified names.

* fix(devices): constrain the physics port and validate export levels

Defer inactive EV deadline fields to the optimizer port, reject nonfinite export rates, and document the hourly Optimize boundary. Verify converter IDs, rates and LCOS, separate GENETIC0 interpolation, physical boundary flows and independent GENETIC repricing.

* docs(pvforecast): regenerate local backend configuration schema

* docs(devices): regenerate slot-physics configuration and OpenAPI schemas

* test: type dynamic Optimize regression arguments

* style: wrap imported tariff test parameter import

* style(pvforecast): apply CI import formatting

* docs(pvforecast): refresh API version after CI formatting

* fix(config): satisfy typed device conversion and migration contracts

* docs(config): refresh validated configuration prerequisite schemas

* fix(measurement): enforce typed capacity and sample validation

* test(devices): align physics regressions with strict type checking

* style(measurement): normalize imports for CI

* docs(measurement): refresh typed measurement API schemas

* docs(devices): refresh API version after prerequisite merge

* test: make optimization dispatch timezones explicit

* docs(interpolator): use portable reStructuredText markup

* docs(devices): refresh API version after docstring compatibility fix

* feat: complete configuration-driven GENETIC optimization and reports (#1329)

* feat(devices): port slot-aware battery export and direct-use physics

Port scoped device changes from d2e2d58237. Keep PR #1256 parameter conversion structure and separate GENETIC0 devices. Validate physical flows and reprice changed simulation results.

Co-authored-by: Andreas <drbacke@gmx.de>

Co-authored-by: Christin <info@bikinibottom.capital>

* feat(optimization): port tested terminal and tail value primitives

Source d2e2d58237. 22 primitive tests pass; integration with the optimizer, forecast horizon and API is still pending.

Co-authored-by: Andreas <drbacke@gmx.de>

Co-authored-by: Christin <info@bikinibottom.capital>

* fix(devices): preserve charge-rate typing and public import compatibility

* feat(measurement): integrate typed energy quality and capacity APIs

Port the locally backed-up measurement extensions to main async storage and PR #1256 device maps. Preserve runtime capacity estimates across #1305 bulk updates. Confirm JSON singleton restore defect on unchanged main and add regression. No production configuration or measurements included.

Co-authored-by: Andreas <drbacke@gmx.de>

* test(integration): validate optimizer economics and document measurement settings

* docs(integration): record tested checkpoint and remaining consolidation work

* docs(development): define isolated PR packages and remaining porting gates

* docs(integration): refresh API version after measurement reconciliation

* docs(integration): record PR readiness verification results

* docs(development): record publication and verification of PR 1322

* test(measurement): assert restored timestamps before timezone conversion

* docs(development): record corrected PR head and CI progress

* docs(integration): refresh API version after prerequisite alignment

* docs(integration): define parallel packages and Optimize compatibility gates

* fix: preserve imported feed-in revenue during parameter preparation

Cancel GENETIC preparation when imported revenue cannot be read or contains invalid values, preserving the chosen provider instead of replacing it with demo tariffs. Keep valid positive, zero and negative amount/Wh series unchanged.

Adapt the revenue-preservation regressions from PRs #1224 and #1304 to the async main API, including real timestamped imports and simulation repricing. The feature-only direct-marketing override remains outside this main fix.

Co-authored-by: Christin <info@bikinibottom.capital>

Co-authored-by: Normann <github@koldrack.com>

* test(integration): verify tariff protection with mapped device physics

* fix: return only completed optimization results per run

* test(integration): verify algorithm aliases and mapped-device contracts

* fix(cache): distinguish callables in the shared EMS cache

Include the function object in cache keys so methods of one interpolator cannot reuse a probability as a power value. Cover both call orders, keyword arguments, cache hits and separate closures with identical qualified names.

* fix(devices): constrain the physics port and validate export levels

Defer inactive EV deadline fields to the optimizer port, reject nonfinite export rates, and document the hourly Optimize boundary. Verify converter IDs, rates and LCOS, separate GENETIC0 interpolation, physical boundary flows and independent GENETIC repricing.

* feat(pvforecast): add calibrated local Akkudoktor backend

Port local PV modeling and outage calibration from feature commits f976335, 6dc58c3 and faed0fd by Andreas. Keep PVForecastAkkudoktor identity and remote default, adapt to async storage, and migrate legacy provider settings.

* docs(integration): record combined compatibility checks and green JSON PR CI

* test: type dynamic Optimize regression arguments

* docs(integration): record Optimize fix PR publication

* docs(integration): record imported tariff protection PR

* style(pvforecast): apply CI import formatting

* style(integration): align combined regression imports

* test: make optimization dispatch timezones explicit

* docs(interpolator): use portable reStructuredText markup

* chore: validate combined integration with locked mypy

* docs: hand off six validated pull requests for manual review

* feat: report genetic interval and terminal value diagnostics

* feat(devices): reconcile flexible profiles and EV deadlines with cycle scheduling

Adapt the flexible consumer primitives from d2e2d582 while retaining the keyed settings and per-cycle scheduling introduced by #1256. Preserve slot battery physics and GENETIC0 flat-load conversion. Cover energy conservation, deadlines, window intersections, DST, completed cycles and EV converters.

* test: satisfy typed genetic PDF chart contracts

* feat(optimization): resolve quarter-hour GENETIC requests from configuration

* test(genetic): verify real device scheduling, measurement and export contracts

Register appliance completed-cycle measurement keys so the real store accepts both default and custom counters. Exercise complete low-budget optimizer runs, persisted measurements, generic solution output and instructions, including zero-power phases, EV departure boundaries, per-cycle windows and LCOS.

* fix: bound genetic report forecasts to executable horizon

* feat: complete native genetic scheduling and retained result contracts

* fix: retain missing raw samples when dropna is disabled

* fix: align local optimization slots and measurement instants

* docs: explain complete genetic rollout and PR dependencies

* feat: expose retained GENETIC report through the versioned API

* docs: regenerate complete genetic configuration and API schema

* docs: format consolidation and review handoff markdown

* test: align isolated EMS fixture with native genetic run options

* test(genetic): clean up singleton measurements after device integration tests

* test: freeze the clock without replacing timestamp conversion

* fix: preserve explicit warmstart timezones in runtime requests

* test(genetic): validate device schedules in UTC and Berlin

Use explicit Berlin origins for Berlin wall-clock windows, compare absolute deadline instants correctly, and run all real device optimizer scenarios under both UTC and Europe/Berlin. Compare exported starts in the run timezone instead of assuming the output timezone matches the host.

* fix: start automatic genetic runs in the site timezone

* Preserve aware GENETIC snapshot times across host timezones

* docs: specify site clock and rehearsed merge resolutions

* test: isolate invalid measurement records and refresh API version

* fix: render single-slot genetic tail diagnostics

* docs: refresh schema version after report fix

* fix: preserve configuration-only Optimize API contract

* docs: refresh configuration request schema

---------

Co-authored-by: Christin <info@bikinibottom.capital>
Co-authored-by: Normann <github@koldrack.com>

---------

Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
Co-authored-by: Bobby Noelte <b0661n0e17e@gmail.com>
Co-authored-by: r0b2g1t <r0b2g1t@users.noreply.github.com>
Co-authored-by: Normann <github@koldrack.com>
Co-authored-by: Christin <info@bikinibottom.capital>

2026-09-17 20:14:24 +02:00

4.7 KiB

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EOS interface handoff to Home Assistant

2026-09-16 — complete EOS feature port prepared for review in eight PRs.

The combined branch is feat/genetic-complete, based on main 4a37244 and the prerequisite PRs. Use review handoff for merge order and current PR links, and GENETIC rollout for configuration and manual acceptance. Pin the final merged EOS commit after CI and installation acceptance; the earlier integration/eos-consolidation-20260916 is a historical checkpoint.

Configuration collections devices.batteries, electric_vehicles, inverters, home_appliances are maps keyed by stable device ID. A supplied device_id must match its map key; omitted IDs use that key. Old lists migrate. LCOS configuration uses levelized_cost_of_storage_amt_kwh; old files retain their values.
Algorithm settings are separate under optimization.genetic / genetic0. Existing main configuration uses interval_sec and horizon_hours there. Do not send feature-branch top-level interval/horizon settings without migration.
#1305 runtime bulk/granular changes are retained above file/environment sources; config persistence is still an explicit existing save operation.
New measurement routes: PUT/GET /v1/measurement/samples, GET /v1/measurement/energy, GET /v1/measurement/household, POST /v1/measurement/battery-capacity/{battery_id}. OpenAPI describes request schemas. Sample times require timezone; values remain in declared raw units, derived energy is Wh and includes coverage/quality. Missing data is not implicitly zero energy.
Capacity estimates are separate evidence; even store_estimate=true never replaces devices.batteries[id].capacity_wh. Explicitly stored estimates survive runtime bulk changes; existing config save controls disk persistence.
Python measurement storage-facing methods are async and must be awaited. The HTTP schema remains ordinary JSON; HA does not need to mirror EOS internals.
Legacy POST /optimize remains GENETIC0. New POST /v1/optimize runs GENETIC from the typed EOS device configuration. Its body accepts runtime soc, forecasts, start_solution and start_solution_datetime; hardware overrides and query-string overrides are rejected. Request SoC is an integer percentage keyed by device ID; automatic measurement lookup uses recent <device_id>-soc-factor values from 0 to 1. Missing, stale, future or invalid observations fail instead of implying zero.
GENETIC supports 900/3600-second slots. Provider power in W is converted once to Wh per slot; runtime forecast arrays are already Wh per slot and prices per Wh. Runtime arrays begin at local midnight. Missing control forecasts fail the run; shorter forecast tails are clipped with diagnostics. Explicit/imported sale prices, including zero and negative values, remain authoritative.
The new optimizer includes timestamp-aligned warmstarts, opt-in battery export, EV deadlines, flexible consumer profiles and per-cycle windows/completed cycles. AUTO/FIXED terminal value and forecast-tail diagnostics affect scoring, never extend the executable control horizon, and remain separate from battery wear.
Automatic GENETIC runs use the site's timezone derived from its coordinates; explicit run starts and warmstart timestamps retain their timezone/instant. Configure device IDs and schedules against this timezone, including DST.
GET /v1/energy-management/optimization/solution/{algorithm} returns the stored algorithm-specific result. Native/generic results and execution plans publish atomically for the successful run. Failed Optimize calls return errors rather than a previous successful result.
GET /v1/energy-management/optimization/solution/GENETIC/pdf renders the stored GENETIC snapshot on demand (404 before a result exists). The legacy PDF endpoint and GENETIC0 implementation remain separate. The local calibrated Akkudoktor PV backend and the measurement APIs are included in the prerequisite PRs.

No HA repository changes, lab deployment, real device control or production config were performed. Retire the private HA core only after its differences are audited and a final EOS commit passes the full feature/API acceptance scenarios.

GENETIC currently supports one inverter, one stationary battery, one EV and multiple household appliances. Unsupported device counts or inconsistent inverter/battery links are rejected. Verify both 15- and 60-minute Optimize runs, fresh measurements, tariff units, result/plan timestamps and reports in the actual HA installation. EOS code and synthetic scenarios are automated-test coverage; they do not validate HA entities, physical hardware or the remaining private HA-core differences.

4.7 KiB Raw Blame History

EOS interface handoff to Home Assistant

4.7 KiB

Raw Blame History