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EOS/src/akkudoktoreos/core/ems.py
7tobias 6933b33542
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feat: rename genetic optimization API fields to English (#675)
Rename the German field names of the genetic optimization API to
English with full backward compatibility:

- English names are canonical and documented in the OpenAPI schema;
  the German names are still accepted on input via validation aliases
  and re-emitted in responses as deprecated computed fields
- fix visualization receiving the raw German-keyed simulation dict
  (KeyError: load_wh_per_hour)
- rename internal German identifiers (optimize_ems, total_balance,
  battery_residual_value, self_consumption, extra_data keys)
- use amount instead of currency/euro in chart labels and schema
  descriptions; document currency handling (whole currency units,
  never cents) in the API description
- regenerate openapi.json and generated docs

Co-authored-by: Tobias Welz <tobias.wizneteu@gmail.com>
2026-07-18 08:08:25 +02:00

398 lines
16 KiB
Python

import traceback
from asyncio import Lock, get_running_loop
from concurrent.futures import ThreadPoolExecutor
from enum import StrEnum
from typing import ClassVar, Optional, cast
from loguru import logger
from pydantic import computed_field
from akkudoktoreos.core.cache import CacheEnergyManagementStore
from akkudoktoreos.core.coreabc import (
AdapterMixin,
ConfigMixin,
PredictionMixin,
SingletonMixin,
)
from akkudoktoreos.core.emplan import EnergyManagementPlan
from akkudoktoreos.core.emsettings import EnergyManagementMode
from akkudoktoreos.core.pydantic import PydanticBaseModel
from akkudoktoreos.optimization.genetic.genetic import GeneticOptimization
from akkudoktoreos.optimization.genetic.geneticparams import (
GeneticOptimizationParameters,
)
from akkudoktoreos.optimization.genetic.geneticsolution import GeneticSolution
from akkudoktoreos.optimization.optimization import OptimizationSolution
from akkudoktoreos.utils.datetimeutil import DateTime, to_datetime
# The executor to execute the CPU heavy energy management run
executor = ThreadPoolExecutor(max_workers=1)
class EnergyManagementStage(StrEnum):
"""Enumeration of the main stages in the energy management lifecycle."""
IDLE = "IDLE"
DATA_ACQUISITION = "DATA_AQUISITION"
FORECAST_RETRIEVAL = "FORECAST_RETRIEVAL"
OPTIMIZATION = "OPTIMIZATION"
CONTROL_DISPATCH = "CONTROL_DISPATCH"
async def ems_manage_energy() -> None:
"""Repeating task for managing energy.
This task should be executed by the server regularly
to ensure proper energy management.
"""
await EnergyManagement().run()
class EnergyManagement(
SingletonMixin, ConfigMixin, PredictionMixin, AdapterMixin, PydanticBaseModel
):
"""Energy management."""
# Start datetime.
_start_datetime: ClassVar[Optional[DateTime]] = None
# last run datetime. Used by energy management task
_last_run_datetime: ClassVar[Optional[DateTime]] = None
# Current energy management stage
_stage: ClassVar[EnergyManagementStage] = EnergyManagementStage.IDLE
# energy management plan of latest energy management run with optimization
_plan: ClassVar[Optional[EnergyManagementPlan]] = None
# opimization solution of the latest energy management run
_optimization_solution: ClassVar[Optional[OptimizationSolution]] = None
# Solution of the genetic algorithm of latest energy management run with optimization
# For classic API
_genetic_solution: ClassVar[Optional[GeneticSolution]] = None
# energy management lock (for energy management run)
_run_lock: ClassVar[Lock] = Lock()
@computed_field # type: ignore[prop-decorator]
@property
def start_datetime(self) -> DateTime:
"""The starting datetime of the current or latest energy management."""
if EnergyManagement._start_datetime is None:
EnergyManagement.set_start_datetime()
return EnergyManagement._start_datetime
@computed_field # type: ignore[prop-decorator]
@property
def last_run_datetime(self) -> Optional[DateTime]:
"""The datetime the last energy management was run."""
return EnergyManagement._last_run_datetime
@classmethod
def set_start_datetime(cls, start_datetime: Optional[DateTime] = None) -> DateTime:
"""Set the start datetime for the next energy management run.
If no datetime is provided, the current datetime is used.
The start datetime is always rounded down to the nearest hour
(i.e., setting minutes, seconds, and microseconds to zero).
Args:
start_datetime (Optional[DateTime]): The datetime to set as the start.
If None, the current datetime is used.
Returns:
DateTime: The adjusted start datetime.
"""
if start_datetime is None:
start_datetime = to_datetime()
cls._start_datetime = start_datetime.set(minute=0, second=0, microsecond=0)
return cls._start_datetime
@classmethod
def stage(cls) -> EnergyManagementStage:
"""Get the the stage of the energy management.
Returns:
EnergyManagementStage: The current stage of energy management.
"""
return cls._stage
@classmethod
def plan(cls) -> Optional[EnergyManagementPlan]:
"""Get the latest energy management plan.
Returns:
Optional[EnergyManagementPlan]: The latest energy management plan or None.
"""
return cls._plan
@classmethod
def optimization_solution(cls) -> Optional[OptimizationSolution]:
"""Get the latest optimization solution.
Returns:
Optional[OptimizationSolution]: The latest optimization solution.
"""
return cls._optimization_solution
@classmethod
def genetic_solution(cls) -> Optional[GeneticSolution]:
"""Get the latest solution of the genetic algorithm.
Returns:
Optional[GeneticSolution]: The latest solution of the genetic algorithm.
"""
return cls._genetic_solution
async def run(
self,
start_datetime: Optional[DateTime] = None,
mode: Optional[EnergyManagementMode] = None,
algorithm: Optional[str] = None,
genetic_parameters: Optional[GeneticOptimizationParameters] = None,
genetic_individuals: Optional[int] = None,
genetic_seed: Optional[int] = None,
force_enable: Optional[bool] = False,
force_update: Optional[bool] = False,
) -> None:
"""Run the energy management.
This method initializes the energy management run by setting its
start datetime, updating predictions, and optionally starting
optimization depending on the selected mode or configuration.
Args:
start_datetime (DateTime): The starting timestamp of the energy management run.
mode (EnergyManagementMode): The management mode to use. Must be one of:
- "OPTIMIZATION": Runs the optimization process.
- "PREDICTION": Updates the forecast without optimization.
- "DISABLED": Does not run.
Defaults to the mode defined in the current configuration.
algorithm (str, optional):
The algorithm to use. Must be one of:
- "GENETIC": Optimization uses the `GENETIC` optimization algorithm.
Defaults to the algorithm defined in the current configuration.
genetic_parameters (GeneticOptimizationParameters, optional): The
parameter set for the `GENETIC` algorithm. If not provided, it will
be constructed based on the current configuration and predictions.
genetic_individuals (int, optional): The number of individuals for the
`GENETIC` algorithm. Defaults to the algorithm's internal default (400)
if not specified.
genetic_seed (int, optional): The seed for the `GENETIC` algorithm. Defaults
to the algorithm's internal random seed if not specified.
force_enable (bool, optional): If True, bypasses any disabled state
to force the update process. This is mostly applicable to
prediction providers.
force_update (bool, optional): If True, forces data to be refreshed
even if a cached version is still valid.
Returns:
None
"""
async with EnergyManagement._run_lock:
if mode is None:
mode = self.config.ems.mode
if mode not in EnergyManagementMode._value2member_map_:
raise ValueError(f"Unknown energy management mode {mode}.")
if mode == EnergyManagementMode.DISABLED:
logger.info("Energy management run disabled.")
return
logger.info("Starting energy management run.")
# --- Data Aquisition ---
EnergyManagement._stage = EnergyManagementStage.DATA_ACQUISITION
# Remember/ set the start datetime of this energy management run.
# None leads to current time as start datetime
self.set_start_datetime(start_datetime)
# Throw away any memory cached results of the last energy management run.
CacheEnergyManagementStore().clear()
# --- Adapter update ---
try:
await self.adapter.update_data(force_enable)
except Exception as e:
trace = "".join(traceback.TracebackException.from_exception(e).format())
error_msg = (
f"Adapter update failed - phase {EnergyManagement._stage}:\n{e}\n{trace}"
)
logger.error(error_msg)
# --- Prediction ---
EnergyManagement._stage = EnergyManagementStage.FORECAST_RETRIEVAL
# Update the predictions
logger.info("Starting energy management prediction update.")
await self.prediction.update_data(force_enable=force_enable, force_update=force_update)
if mode == EnergyManagementMode.PREDICTION:
logger.info("Energy management run done (predictions updated)")
EnergyManagement._stage = EnergyManagementStage.IDLE
return
# --- Optimization ---
EnergyManagement._stage = EnergyManagementStage.OPTIMIZATION
optimization_start = to_datetime()
logger.info("Starting energy management optimization.")
if algorithm is None:
algorithm = self.config.optimization.algorithm
if algorithm == "GENETIC":
# Prepare optimization parameters
# This also creates default configurations for missing values and updates the predictions
logger.info("Starting optimzation parameter preparation.")
if genetic_parameters is None:
genetic_parameters = await GeneticOptimizationParameters.prepare()
if genetic_parameters is None:
logger.error(
"Energy management run canceled. Could not prepare optimisation parameters."
)
EnergyManagement._stage = EnergyManagementStage.IDLE
return
# Take values from config if not given
if genetic_individuals is None:
genetic_individuals = self.config.optimization.genetic.individuals
if genetic_seed is None:
genetic_seed = self.config.optimization.genetic.seed
if EnergyManagement._start_datetime is None: # Make mypy happy - already set by us
raise RuntimeError("Start datetime not set.")
# --- Optimization (CPU-bound → MUST offload) ---
try:
optimization = GeneticOptimization(
verbose=bool(self.config.server.verbose),
fixed_seed=genetic_seed,
)
loop = get_running_loop()
start_hour = EnergyManagement._start_datetime.hour
solution = await loop.run_in_executor(
None,
lambda: optimization.optimize_ems(
start_hour=start_hour,
parameters=cast(
GeneticOptimizationParameters, genetic_parameters
), # cast for mypy
ngen=genetic_individuals,
),
)
except Exception:
logger.exception("Energy management optimization failed.")
EnergyManagement._stage = EnergyManagementStage.IDLE
return
else:
logger.error(f"Unknown optimization algorithm: '{algorithm}'. Skipping.")
EnergyManagement._stage = EnergyManagementStage.IDLE
return
optimization_duration = to_datetime() - optimization_start
logger.info(
"Energy management optimization ({}) completed in {:.1f} seconds.",
algorithm,
optimization_duration.total_seconds(),
)
logger.debug(
"Energy management optimization solution:\n{}",
EnergyManagement._optimization_solution,
)
logger.debug("Energy management plan:\n{}", EnergyManagement._plan)
# --- Control dispatch by adapters ---
EnergyManagement._stage = EnergyManagementStage.CONTROL_DISPATCH
# Make genetic solution public
EnergyManagement._genetic_solution = solution
# Make optimization solution public
EnergyManagement._optimization_solution = await solution.optimization_solution()
# Make plan public
EnergyManagement._plan = solution.energy_management_plan()
logger.debug(
"Energy management genetic solution:\n{}", EnergyManagement._genetic_solution
)
if genetic_parameters is None:
genetic_parameters = await GeneticOptimizationParameters.prepare()
if not genetic_parameters:
logger.error("Energy management run canceled. Could not prepare parameters.")
EnergyManagement._stage = EnergyManagementStage.IDLE
return
EnergyManagement._stage = EnergyManagementStage.OPTIMIZATION
if genetic_individuals is None:
genetic_individuals = self.config.optimization.genetic.individuals
if genetic_seed is None:
genetic_seed = self.config.optimization.genetic.seed
if EnergyManagement._start_datetime is None:
raise RuntimeError("Start datetime not set.")
# --- Optimization (CPU-bound → MUST offload) ---
try:
optimization = GeneticOptimization(
verbose=bool(self.config.server.verbose),
fixed_seed=genetic_seed,
)
loop = get_running_loop()
start_hour = EnergyManagement._start_datetime.hour
solution = await loop.run_in_executor(
None,
lambda: optimization.optimize_ems(
start_hour=start_hour,
parameters=genetic_parameters,
ngen=genetic_individuals,
),
)
except Exception:
logger.exception("Energy management optimization failed.")
EnergyManagement._stage = EnergyManagementStage.IDLE
return
EnergyManagement._genetic_solution = solution
EnergyManagement._optimization_solution = await solution.optimization_solution()
EnergyManagement._plan = solution.energy_management_plan()
logger.debug("Genetic solution:\n{}", EnergyManagement._genetic_solution)
logger.debug("Optimization solution:\n{}", EnergyManagement._optimization_solution)
logger.debug("Plan:\n{}", EnergyManagement._plan)
logger.info("Energy management run done (optimization updated)")
# --- Dispatch control by adapters ---
EnergyManagement._stage = EnergyManagementStage.CONTROL_DISPATCH
# Dispatch (sync → optionally offload)
try:
await self.adapter.update_data(force_enable)
except Exception as e:
trace = "".join(traceback.TracebackException.from_exception(e).format())
error_msg = (
f"Adapter update failed - phase {EnergyManagement._stage}:\n{e}\n{trace}"
)
logger.error(error_msg)
# --- Idle ---
# Remember energy run datetime.
EnergyManagement._last_run_datetime = to_datetime()
# energy management run finished
EnergyManagement._stage = EnergyManagementStage.IDLE