Files
EOS/tests/test_genetic0optimize.py
T
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

302 lines
11 KiB
Python

import json
from io import BytesIO
from pathlib import Path
from typing import Any
from unittest.mock import patch
import pytest
from pydantic import ValidationError
from pypdf import PdfReader
from akkudoktoreos.config.config import ConfigEOS
from akkudoktoreos.core.cache import CacheEnergyManagementStore
from akkudoktoreos.core.coreabc import get_ems
from akkudoktoreos.optimization.genetic0.genetic0 import Genetic0Optimization
from akkudoktoreos.optimization.genetic0.genetic0params import (
Genetic0OptimizationParameters,
)
from akkudoktoreos.optimization.genetic0.genetic0solution import Genetic0Solution
from akkudoktoreos.optimization.genetic0.genetic0visualize import (
genetic0_prepare_visualize,
)
from akkudoktoreos.utils.datetimeutil import to_datetime
ems_eos = get_ems(init=True) # init once
DIR_TESTDATA = Path(__file__).parent / "testdata" / "genetic0"
def compare_dict(actual: dict[str, Any], expected: dict[str, Any]):
assert set(actual) == set(expected)
for key, value in expected.items():
if isinstance(value, dict):
assert isinstance(actual[key], dict)
compare_dict(actual[key], value)
elif isinstance(value, list):
assert isinstance(actual[key], list)
assert actual[key] == pytest.approx(value)
else:
assert actual[key] == pytest.approx(value)
@pytest.mark.asyncio
@pytest.mark.parametrize(
"fn_in, fn_out, ngen, break_even",
[
("optimize_input_1.json", "optimize_result_1.json", 3, 0),
("optimize_input_2.json", "optimize_result_2.json", 3, 0),
("optimize_input_2.json", "optimize_result_2_full.json", 400, 0),
("optimize_input_1.json", "optimize_result_1_be.json", 3, 1),
("optimize_input_2.json", "optimize_result_2_be.json", 3, 1),
],
)
async def test_optimize(
fn_in: str,
fn_out: str,
ngen: int,
break_even: int,
config_eos: ConfigEOS,
is_finalize: bool,
):
"""Test optimize_ems."""
# Test parameters
fixed_start_hour = 10
fixed_seed = 42
# Assure configuration holds the correct values
config_eos.merge_settings_from_dict(
{
"prediction": {
"hours": 48
},
"optimization": {
"algorithm": "GENETIC0",
"genetic0": {
"horizon_hours": 48,
"individuals": 300,
"generations": 10,
"penalties": {
"ev_soc_miss": 10,
"ac_charge_break_even": break_even,
}
}
},
"devices": {
"max_electric_vehicles": 1,
"electric_vehicles": { "ev1":
{
"charge_rates": [0.0, 0.375, 0.5, 0.625, 0.75, 0.875, 1.0],
}
},
}
}
)
# Load input and output data
parameter_file = DIR_TESTDATA / fn_in
with parameter_file.open("r") as f_in:
input_data = Genetic0OptimizationParameters(**json.load(f_in))
# Fake energy management run start datetime
ems_eos.set_start_datetime(to_datetime().set(hour=fixed_start_hour))
# Throw away any cached results of the last energy management run.
CacheEnergyManagementStore().clear()
genetic0_optimization = Genetic0Optimization(fixed_seed=fixed_seed)
# Activate with pytest --finalize
if ngen > 10 and not is_finalize:
pytest.skip()
# Call the optimization function
genetic0_solution = genetic0_optimization.optimize_ems(
parameters=input_data, start_hour=fixed_start_hour, ngen=ngen
)
# Write test output to file, so we can take it as new data on intended change
TESTDATA_FILE = DIR_TESTDATA / f"new_{fn_out}"
with TESTDATA_FILE.open("w", encoding="utf-8", newline="\n") as f_out:
f_out.write(genetic0_solution.model_dump_json(indent=4, exclude_unset=True))
solution_file = DIR_TESTDATA / fn_out
# In case a new test case is added, we don't want to fail here, so the new output is written
# to disk before
try:
with solution_file.open("r") as f_out:
expected_data = json.load(f_out)
expected_result = Genetic0Solution(**expected_data)
except ValidationError:
# Expected genetic solution data does not fit to Genetic0Solution data schema
# Possibly the Genetic0Solution class changed.
pytest.fail(
f"ValidationError: Can not load expected solution from {solution_file}\n"
f"cp {TESTDATA_FILE} {solution_file}\n"
)
except FileNotFoundError:
# Should not happen
pytest.fail(
f"FileNotFoundError: Can not load expected solution from {solution_file}\n"
f"cp {TESTDATA_FILE} {solution_file}\n"
)
assert genetic0_solution.result.Gesamtbilanz_Euro == pytest.approx(
expected_result.result.Gesamtbilanz_Euro
)
# Assert that the output contains all expected entries.
# This does not assert that the optimization always gives the same result!
# Reproducibility and mathematical accuracy should be tested on the level of individual components.
compare_dict(genetic0_solution.model_dump(), expected_result.model_dump())
# Check the correct generic optimization solution is created
optimization_solution = await genetic0_solution.optimization_solution()
# @TODO
# Check the correct generic energy management plan is created
plan = genetic0_solution.energy_management_plan()
# @TODO
# Check visualization works
pdf = genetic0_prepare_visualize(
solution=genetic0_solution,
)
assert pdf.startswith(b"%PDF-")
reader = PdfReader(BytesIO(pdf))
assert len(reader.pages) == 6
# Everything passed, remove generated files
TESTDATA_FILE.unlink()
class TestGenetic0SocClampedOperationFactors:
"""The SOC clamping uses the optimizer battery parameters, not the settings.
Battery settings no longer hold capacity / efficiency / power fields (they
come from the battery profile), so reading them from the settings fails.
"""
@pytest.fixture
def solution(self, config_eos: ConfigEOS) -> Genetic0Solution:
# A configured battery whose settings differ from the solution parameters.
config_eos.merge_settings_from_dict(
{
"devices": {
"max_batteries": 1,
"batteries": {
"battery1": {"device_id": "battery1", "profile_adjustment": {"nominal_capacity_wh": 8000}}
},
"max_inverters": 0,
"inverters": None,
}
}
)
data = json.loads((DIR_TESTDATA / "optimize_result_1.json").read_text())
return Genetic0Solution.model_validate(data)
def test_uses_solution_battery_parameters(self, solution):
bat = solution.parameters.pv_battery
assert bat is not None
assert bat.capacity_wh == 26400
# 1 % headroom of 26400 Wh against one hour at 5000 W and the charging
# efficiency of the parameters (no inverter configured).
headroom_wh = 0.01 * bat.capacity_wh
expected = headroom_wh / (bat.max_charge_power_w * bat.charging_efficiency)
ac, dc, dis = solution._soc_clamped_operation_factors(
1.0, 1.0, True, float(bat.max_soc_percentage) - 1.0
)
assert ac == pytest.approx(expected)
assert dc == pytest.approx(1.0)
assert dis is True
def test_full_and_empty_battery(self, solution):
bat = solution.parameters.pv_battery
assert solution._soc_clamped_operation_factors(
1.0, 1.0, True, float(bat.max_soc_percentage)
) == (0.0, 0.0, True)
assert solution._soc_clamped_operation_factors(
0.0, 0.0, True, float(bat.min_soc_percentage)
) == (0.0, 0.0, False)
def test_without_battery_parameters_factors_are_unchanged(self, solution):
solution.parameters.pv_battery = None
assert solution._soc_clamped_operation_factors(1.0, 0.5, True, 50.0) == (1.0, 0.5, True)
@pytest.mark.asyncio
async def test_optimization_solution_with_configured_battery(self, solution):
optimization_solution = await solution.optimization_solution()
assert optimization_solution is not None
class TestGenetic0SolutionWithProfileInverter:
"""The solution uses the inverter parameters of the run, not the inverter settings.
Inverter settings no longer hold efficiencies or power fields (they come
from the inverter profile), so reading them from the settings fails.
"""
@pytest.fixture
def solution(self, config_eos: ConfigEOS) -> Genetic0Solution:
config_eos.merge_settings_from_dict(
{
"devices": {
"max_batteries": 1,
"batteries": {
"battery1": {
"device_id": "battery1",
"profile_adjustment": {"nominal_capacity_wh": 8000},
}
},
"max_inverters": 1,
"inverters": {
"inverter1": {
"device_id": "inverter1",
"battery_id": "battery1",
"profile_adjustment": {
"nominal_power_w": 10000,
"max_ac_charge_power_w": 2000,
},
}
},
}
}
)
data = json.loads((DIR_TESTDATA / "optimize_result_1.json").read_text())
return Genetic0Solution.model_validate(data)
def test_uses_solution_inverter_parameters(self, solution):
bat = solution.parameters.pv_battery
inverter = solution.parameters.inverter
assert bat is not None and inverter is not None
# The stored inverter has no AC charge limit and efficiency 1.0, unlike
# the configured one: the battery charge power limits the AC charge.
headroom_wh = 0.01 * bat.capacity_wh
expected = headroom_wh / (
bat.max_charge_power_w * inverter.ac_to_dc_efficiency * bat.charging_efficiency
)
ac, _, _ = solution._soc_clamped_operation_factors(
1.0, 1.0, True, float(bat.max_soc_percentage) - 1.0
)
assert ac == pytest.approx(expected)
def test_without_stored_parameters_the_configured_inverter_is_resolved(self, solution):
inverter = solution._inverter_parameters(None)
assert inverter is not None
assert inverter.max_power_wh == pytest.approx(10000)
assert inverter.max_ac_charge_power_w == pytest.approx(2000)
assert 0.0 < inverter.ac_to_dc_efficiency < 1.0
def test_unresolvable_inverter_counts_as_no_inverter(self, solution, config_eos):
config_eos.merge_settings_from_dict(
{"devices": {"inverters": {"inverter1": {"profile_adjustment": {"nominal_power_w": None}}}}}
)
assert solution._inverter_parameters(None) is None
@pytest.mark.asyncio
async def test_optimization_solution_with_configured_inverter(self, solution):
"""Regression: AttributeError 'ac_to_dc_efficiency' on InverterCommonSettings."""
optimization_solution = await solution.optimization_solution()
assert optimization_solution is not None