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Andreas a2f4ef6f54 feat(optimization): split the control horizon from the forecast tail

The optimizer treated the end of `optimization.horizon_hours` as the end of the
world: energy left in the battery there was worth a single configured price per
kWh, so it either dumped the battery into the last hours or hoarded it,
depending on that one number.

The horizon is now two spans. `horizon_hours` still receives every control
command. The new `optimization.tail_horizon_hours` (default 48 h) is a pure
lookahead that never produces a command. In AUTO terminal-value mode a
deterministic dynamic program solves that tail backwards on a 101-point SoC
grid using the production battery and inverter models - SoC bounds, power caps,
conversion losses, configured charge and export rates, direct-marketing
permission and LCOS on delivered DC energy - and the existing AUTO proxy
supplies the continuation value at the tail end. Genetic fitness reads the
resulting curve. `tail_horizon_hours: 0` restores the plain proxy at the control
end, FIXED is unchanged.

The forecast budget is reported, never enforced by refusal: a tail that does not
fit is shortened to what the forecast covers and reported as
`effective_tail_hours`, and a control horizon that does not fit is warned about
at configuration time and rejected by the optimizer at run time, which knows
which series ran out. `prediction.hours` defaults to 72 so the new defaults fit
out of the box; existing shorter configurations keep starting.

Control arrays and warm-start genomes now begin at the run timestamp rather than
midnight, flagged by `controls_start_at_now` so the adapters still read older
solutions. `forecast_interval_seconds` declares the resolution of shortened
native quarter-hour inputs.

Required forecasts are no longer silently replaced by demo providers. A missing
PV, price, load, feed-in or weather forecast used to rewrite the configured
provider and retry, so a run could quietly optimize against invented data.
Missing values now stay missing, and provider values are held only within their
own source interval instead of being extended indefinitely.

Also fixes a config update that could leave EOS half-updated: the merged
candidate is validated before the singleton is reinitialized.

Four provider tests that hard-coded the old 48 h prediction default are rewritten
to derive their expectations from the configured horizon.

2026-09-09 07:56:38 +02:00

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% SPDX-License-Identifier: Apache-2.0 (configuration-page)=

Configuration Guide

The configuration controls all aspects of EOS: optimization, prediction, measurement, and energy management.

Storing Configuration

EOS stores configuration data in a nested structure.

Some configuration keys are read-only and cannot be altered. These keys are either set up by other means, such as environment variables, or determined from other information.

Several endpoints of the EOS REST server allow for the management and retrieval of configuration data.

:::{admonition} Note :class: note Configuration changes inside EOS are updated in memory, meaning all changes will be lost upon restarting the EOS REST server unless the configuration is saved to the EOS configuration file. This can be done manually or is done automatically by default. :::

Save Configuration File

Configure EOS for AUTOMATIC (vs. MANUAL) configuration file update in case of configuration changes.

Use endpoint PUT /v1/config/file to save the current configuration to the EOS configuration file.

Load Configuration File

Use endpoint POST /v1/config/reset to reset the configuration to the values in the EOS configuration file.

Configuration Sources and Priorities

The configuration sources and their priorities are as follows:

Settings: Provided during runtime by the REST interface
Environment Variables: Defined at startup of the REST server and during runtime
EOS Configuration File: Read at startup of the REST server and on request
Default Values

Runtime Config Updates

The EOS configuration can be updated at runtime.

Use the following endpoints to change the current runtime configuration:

PUT /v1/config: Update the entire or parts of the configuration.

:::{admonition} Note :class: note Those updates are not persistent automatically. However it is possible to save the configuration to the EOS configuration file. See Save Configuration File above. :::

Environment Variables

All configuration keys can be set by environment variables prefixed with EOS_ and separated by __ for nested structures. Environment variables are case insensitive.

EOS recognizes the following special environment variables (case sensitive):

EOS_CONFIG_DIR: The directory to search for an EOS configuration file.
EOS_DIR: The directory used by EOS for data, which will also be searched for an EOS configuration file.

EOS Configuration File

The EOS configuration file provides persistent storage for configuration data. It can be modified directly or through the REST interface.

If you do not have a configuration file, it will be automatically created on the first startup of the REST server in a system-dependent location.

To determine the location of the configuration file used by EOS, ask the REST server. The endpoint GET /v1/config provides the general.config_file_path configuration key.

EOS searches for the configuration file in the following order:

The directory specified by the EOS_CONFIG_DIR environment variable
The directory specified by the EOS_DIR environment variable
A platform-specific default directory for EOS
The current working directory

The first configuration file available in these directories is loaded. If no configuration file is found, a default configuration file is created, and the default settings are written to it. The location of the created configuration file follows the same order in which EOS searches for configuration files, and it depends on whether the relevant environment variables are set.

Use the following endpoints to interact with the configuration file:

PUT /v1/config/file: Save the current configuration to the configuration file.
PUT /v1/config/reset: Reload the configuration file, all unsaved runtime configuration is reset.

Default Values

Some of the configuration keys have default values by definition. For most of the configuration keys the default value is just None, which means no default value.

:heading-offset: 1
:relative-docs: ..
:relative-images:

See Control horizon and battery lookahead for horizon validation, forecast availability and control-array indexing.

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