Files
EOS/docs/develop/develop.md
Bobby Noelte b397b5d43e fix: automatic optimization (#596)
This fix implements the long term goal to have the EOS server run optimization (or
energy management) on regular intervals automatically. Thus clients can request
the current energy management plan at any time and it is updated on regular
intervals without interaction by the client.

This fix started out to "only" make automatic optimization (or energy management)
runs working. It turned out there are several endpoints that in some way
update predictions or run the optimization. To lock against such concurrent attempts
the code had to be refactored to allow control of execution. During refactoring it
became clear that some classes and files are named without a proper reference
to their usage. Thus not only refactoring but also renaming became necessary.
The names are still not the best, but I hope they are more intuitive.

The fix includes several bug fixes that are not directly related to the automatic optimization
but are necessary to keep EOS running properly to do the automatic optimization and
to test and document the changes.

This is a breaking change as the configuration structure changed once again and
the server API was also enhanced and streamlined. The server API that is used by
Andreas and Jörg in their videos has not changed.

* fix: automatic optimization

  Allow optimization to automatically run on configured intervals gathering all
  optimization parameters from configuration and predictions. The automatic run
  can be configured to only run prediction updates skipping the optimization.
  Extend documentaion to also cover automatic optimization. Lock automatic runs
  against runs initiated by the /optimize or other endpoints. Provide new
  endpoints to retrieve the energy management plan and the genetic solution
  of the latest automatic optimization run. Offload energy management to thread
  pool executor to keep the app more responsive during the CPU heavy optimization
  run.

* fix: EOS servers recognize environment variables on startup

  Force initialisation of EOS configuration on server startup to assure
  all sources of EOS configuration are properly set up and read. Adapt
  server tests and configuration tests to also test for environment
  variable configuration.

* fix: Remove 0.0.0.0 to localhost translation under Windows

  EOS imposed a 0.0.0.0 to localhost translation under Windows for
  convenience. This caused some trouble in user configurations. Now, as the
  default IP address configuration is 127.0.0.1, the user is responsible
  for to set up the correct Windows compliant IP address.

* fix: allow names for hosts additional to IP addresses

* fix: access pydantic model fields by class

  Access by instance is deprecated.

* fix: down sampling key_to_array

* fix: make cache clear endpoint clear all cache files

  Make /v1/admin/cache/clear clear all cache files. Before it only cleared
  expired cache files by default. Add new endpoint /v1/admin/clear-expired
  to only clear expired cache files.

* fix: timezonefinder returns Europe/Paris instead of Europe/Berlin

  timezonefinder 8.10 got more inaccurate for timezones in europe as there is
  a common timezone. Use new package tzfpy instead which is still returning
  Europe/Berlin if you are in Germany. tzfpy also claims to be faster than
  timezonefinder.

* fix: provider settings configuration

  Provider configuration used to be a union holding the settings for several
  providers. Pydantic union handling does not always find the correct type
  for a provider setting. This led to exceptions in specific configurations.
  Now provider settings are explicit comfiguration items for each possible
  provider. This is a breaking change as the configuration structure was
  changed.

* fix: ClearOutside weather prediction irradiance calculation

  Pvlib needs a pandas time index. Convert time index.

* fix: test config file priority

  Do not use config_eos fixture as this fixture already creates a config file.

* fix: optimization sample request documentation

  Provide all data in documentation of optimization sample request.

* fix: gitlint blocking pip dependency resolution

  Replace gitlint by commitizen. Gitlint is not actively maintained anymore.
  Gitlint dependencies blocked pip from dependency resolution.

* fix: sync pre-commit config to actual dependency requirements

  .pre-commit-config.yaml was out of sync, also requirements-dev.txt.

* fix: missing babel in requirements.txt

  Add babel to requirements.txt

* feat: setup default device configuration for automatic optimization

  In case the parameters for automatic optimization are not fully defined a
  default configuration is setup to allow the automatic energy management
  run. The default configuration may help the user to correctly define
  the device configuration.

* feat: allow configuration of genetic algorithm parameters

  The genetic algorithm parameters for number of individuals, number of
  generations, the seed and penalty function parameters are now avaliable
  as configuration options.

* feat: allow configuration of home appliance time windows

  The time windows a home appliance is allowed to run are now configurable
  by the configuration (for /v1 API) and also by the home appliance parameters
  (for the classic /optimize API). If there is no such configuration the
  time window defaults to optimization hours, which was the standard before
  the change. Documentation on how to configure time windows is added.

* feat: standardize mesaurement keys for battery/ ev SoC measurements

  The standardized measurement keys to report battery SoC to the device
  simulations can now be retrieved from the device configuration as a
  read-only config option.

* feat: feed in tariff prediction

  Add feed in tarif predictions needed for automatic optimization. The feed in
  tariff can be retrieved as fixed feed in tarif or can be imported. Also add
  tests for the different feed in tariff providers. Extend documentation to
  cover the feed in tariff providers.

* feat: add energy management plan based on S2 standard instructions

  EOS can generate an energy management plan as a list of simple instructions.
  May be retrieved by the /v1/energy-management/plan endpoint. The instructions
  loosely follow the S2 energy management standard.

* feat: make measurement keys configurable by EOS configuration.

  The fixed measurement keys are replaced by configurable measurement keys.

* feat: make pendulum DateTime, Date, Duration types usable for pydantic models

  Use pydantic_extra_types.pendulum_dt to get pydantic pendulum types. Types are
  added to the datetimeutil utility. Remove custom made pendulum adaptations
  from EOS pydantic module. Make EOS modules use the pydantic pendulum types
  managed by the datetimeutil module instead of the core pendulum types.

* feat: Add Time, TimeWindow, TimeWindowSequence and to_time to datetimeutil.

  The time windows are are added to support home appliance time window
  configuration. All time classes are also pydantic models. Time is the base
  class for time definition derived from pendulum.Time.

* feat: Extend DataRecord by configurable field like data.

  Configurable field like data was added to support the configuration of
  measurement records.

* feat: Add additional information to health information

  Version information is added to the health endpoints of eos and eosDash.
  The start time of the last optimization and the latest run time of the energy
  management is added to the EOS health information.

* feat: add pydantic merge model tests

* feat: add plan tab to EOSdash

  The plan tab displays the current energy management instructions.

* feat: add predictions tab to EOSdash

  The predictions tab displays the current predictions.

* feat: add cache management to EOSdash admin tab

  The admin tab is extended by a section for cache management. It allows to
  clear the cache.

* feat: add about tab to EOSdash

  The about tab resembles the former hello tab and provides extra information.

* feat: Adapt changelog and prepare for release management

  Release management using commitizen is added. The changelog file is adapted and
  teh changelog and a description for release management is added in the
  documentation.

* feat(doc): Improve install and devlopment documentation

  Provide a more concise installation description in Readme.md and add extra
  installation page and development page to documentation.

* chore: Use memory cache for interpolation instead of dict in inverter

  Decorate calculate_self_consumption() with @cachemethod_until_update to cache
  results in memory during an energy management/ optimization run. Replacement
  of dict type caching in inverter is now possible because all optimization
  runs are properly locked and the memory cache CacheUntilUpdateStore is properly
  cleared at the start of any energy management/ optimization operation.

* chore: refactor genetic

  Refactor the genetic algorithm modules for enhanced module structure and better
  readability. Removed unnecessary and overcomplex devices singleton. Also
  split devices configuration from genetic algorithm parameters to allow further
  development independently from genetic algorithm parameter format. Move
  charge rates configuration for electric vehicles from optimization to devices
  configuration to allow to have different charge rates for different cars in
  the future.

* chore: Rename memory cache to CacheEnergyManagementStore

  The name better resembles the task of the cache to chache function and method
  results for an energy management run. Also the decorator functions are renamed
  accordingly: cachemethod_energy_management, cache_energy_management

* chore: use class properties for config/ems/prediction mixin classes

* chore: skip debug logs from mathplotlib

  Mathplotlib is very noisy in debug mode.

* chore: automatically sync bokeh js to bokeh python package

  bokeh was updated to 3.8.0, make JS CDN automatically follow the package version.

* chore: rename hello.py to about.py

  Make hello.py the adapted EOSdash about page.

* chore: remove demo page from EOSdash

  As no the plan and prediction pages are working without configuration, the demo
  page is no longer necessary

* chore: split test_server.py for system test

  Split test_server.py to create explicit test_system.py for system tests.

* chore: move doc utils to generate_config_md.py

  The doc utils are only used in scripts/generate_config_md.py. Move it there to
  attribute for strong cohesion.

* chore: improve pydantic merge model documentation

* chore: remove pendulum warning from readme

* chore: remove GitHub discussions from contributing documentation

  Github discussions is to be replaced by Akkudoktor.net.

* chore(release): bump version to 0.1.0+dev for development

* build(deps): bump fastapi[standard] from 0.115.14 to 0.117.1

  bump fastapi and make coverage version (for pytest-cov) explicit to avoid pip break.

* build(deps): bump uvicorn from 0.36.0 to 0.37.0

BREAKING CHANGE: EOS configuration changed. V1 API changed.

  - The available_charge_rates_percent configuration is removed from optimization.
    Use the new charge_rate configuration for the electric vehicle
  - Optimization configuration parameter hours renamed to horizon_hours
  - Device configuration now has to provide the number of devices and device
    properties per device.
  - Specific prediction provider configuration to be provided by explicit
    configuration item (no union for all providers).
  - Measurement keys to be provided as a list.
  - New feed in tariff providers have to be configured.
  - /v1/measurement/loadxxx endpoints are removed. Use generic mesaurement endpoints.
  - /v1/admin/cache/clear now clears all cache files. Use
    /v1/admin/cache/clear-expired to only clear all expired cache files.

Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2025-10-28 02:50:31 +01:00

12 KiB
Raw Blame History

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

Development Guide

Development Prerequisites

Have or create a GitHub account.

Make shure all the source installation prequistes are installed. See the installation guideline for a detailed list of tools.

Under Linux the make tool should be installed as we have a lot of pre-fabricated commands for it.

Install your favorite editor or integrated development environment (IDE):

Step 1 Fork the Repository

Fork the EOS repository to your GitHub account.

Clone your fork locally and add the EOS upstream remote to track updates.

.. tabs::

  .. tab:: Windows

     .. code-block:: powershell

        git clone https://github.com/<YOURUSERNAME>/EOS.git
        cd EOS
        git remote add eos https://github.com/Akkudoktor-EOS/EOS.git

  .. tab:: Linux

     .. code-block:: bash

        git clone https://github.com/<YOURUSERNAME>/EOS.git
        cd EOS
        git remote add eos https://github.com/Akkudoktor-EOS/EOS.git

Replace <YOURUSERNAME> with your GitHub username.

Step 2 Development Setup

This is recommended for developers who want to modify the source code and test changes locally.

Step 2.1 Create a Virtual Environment

.. tabs::

  .. tab:: Windows

     .. code-block:: powershell

        python -m venv .venv
        .venv\Scripts\pip install --upgrade pip
        .venv\Scripts\pip install -r requirements-dev.txt
        .venv\Scripts\pip install build
        .venv\Scripts\pip install -e .

  .. tab:: Linux

     .. code-block:: bash

        python3 -m venv .venv
        .venv/bin/pip install --upgrade pip
        .venv/bin/pip install -r requirements-dev.txt
        .venv/bin/pip install build
        .venv/bin/pip install -e .

  .. tab:: Linux Make

     .. code-block:: bash

        make install

Step 2.2 Activate the Virtual Environment

.. tabs::

  .. tab:: Windows

     .. code-block:: powershell

        .venv\Scripts\activate.bat

  .. tab:: Linux

     .. code-block:: bash

        source .venv/bin/activate

Step 2.3 - Install pre-commit

Our code style and commit message checks use pre-commit.

.. tabs::

  .. tab:: Windows

     .. code-block:: powershell

        pre-commit install
        pre-commit install --hook-type commit-msg --hook-type pre-push

  .. tab:: Linux

     .. code-block:: bash

        pre-commit install
        pre-commit install --hook-type commit-msg --hook-type pre-push

Step 3 - Run EOS

Make EOS accessible at http://localhost:8503/docs and EOSdash at http://localhost:8504.

Option 1 Using Python Virtual Environment

.. tabs::

  .. tab:: Windows

     .. code-block:: powershell

        python -m akkudoktoreos.server.eos

  .. tab:: Linux

     .. code-block:: bash

        python -m akkudoktoreos.server.eos

  .. tab:: Linux Make

     .. code-block:: bash

        make run

To have full control of the servers during development you may start the servers independently - e.g. in different terminal windows. Don't forget to activate the virtual environment in your terminal window.

:::{admonition} Note :class: note If you killed or stopped the servers shortly before, the ports may still be occupied by the last processes. It may take more than 60 seconds until the ports are released. :::

You may add the --reload true parameter to have the servers automatically restarted on source code changes. It is best to also add --startup_eosdash false to EOS to prevent the automatic restart interfere with the EOS server trying to start EOSdash.

.. tabs::

  .. tab:: Windows

     .. code-block:: powershell

        python -m akkudoktoreos.server.eosdash --host localhost --port 8504 --log_level DEBUG --reload true

  .. tab:: Linux

     .. code-block:: bash

        python -m akkudoktoreos.server.eosdash --host localhost --port 8504 --log_level DEBUG --reload true

  .. tab:: Linux Make

     .. code-block:: bash

        make run-dash-dev
.. tabs::

  .. tab:: Windows

     .. code-block:: powershell

        python -m akkudoktoreos.server.eos --host localhost --port 8503 --log_level DEBUG --startup_eosdash false --reload true

  .. tab:: Linux

     .. code-block:: bash

        python -m akkudoktoreos.server.eos --host localhost --port 8503 --log_level DEBUG --startup_eosdash false --reload true

  .. tab:: Linux Make

     .. code-block:: bash

        make run-dev

Option 2 Using Docker

Step 3.1 Build the Docker Image

.. tabs::

  .. tab:: Windows

     .. code-block:: powershell

        docker build -t akkudoktoreos .

  .. tab:: Linux

     .. code-block:: bash

        docker build -t akkudoktoreos .

Step 3.2 Run the Container

.. tabs::

  .. tab:: Windows

     .. code-block:: powershell

        docker run -d `
          --name akkudoktoreos `
          -p 8503:8503 `
          -p 8504:8504 `
          -e OPENBLAS_NUM_THREADS=1 `
          -e OMP_NUM_THREADS=1 `
          -e MKL_NUM_THREADS=1 `
          -e EOS_SERVER__HOST=0.0.0.0 `
          -e EOS_SERVER__PORT=8503 `
          -e EOS_SERVER__EOSDASH_HOST=0.0.0.0 `
          -e EOS_SERVER__EOSDASH_PORT=8504 `
          --ulimit nproc=65535:65535 `
          --ulimit nofile=65535:65535 `
          --security-opt seccomp=unconfined `
          akkudoktor-eos:latest

  .. tab:: Linux

     .. code-block:: bash

          docker run -d \
            --name akkudoktoreos \
            -p 8503:8503 \
            -p 8504:8504 \
            -e OPENBLAS_NUM_THREADS=1 \
            -e OMP_NUM_THREADS=1 \
            -e MKL_NUM_THREADS=1 \
            -e EOS_SERVER__HOST=0.0.0.0 \
            -e EOS_SERVER__PORT=8503 \
            -e EOS_SERVER__EOSDASH_HOST=0.0.0.0 \
            -e EOS_SERVER__EOSDASH_PORT=8504 \
            --ulimit nproc=65535:65535 \
            --ulimit nofile=65535:65535 \
            --security-opt seccomp=unconfined \
            akkudoktor-eos:latest

Step 3.3 Manage the Container

.. tabs::

  .. tab:: Windows

     .. code-block:: powershell

        docker logs -f akkudoktoreos
        docker stop akkudoktoreos
        docker start akkudoktoreos
        docker rm -f akkudoktoreos

  .. tab:: Linux

     .. code-block:: bash

        docker logs -f akkudoktoreos
        docker stop akkudoktoreos
        docker start akkudoktoreos
        docker rm -f akkudoktoreos

For detailed Docker instructions, refer to Method 3 & 4: Installation with Docker and Method 4: Docker Compose.

Step 4 - Create the changes

Step 4.1 - Create a development branch

git checkout -b <MY_DEVELOPMENT_BRANCH>

Replace <MY_DEVELOPMENT_BRANCH> with the development branch name. The branch name shall be of the format (feat|fix|chore|docs|refactor|test)/[a-z0-9._-]+, e.g:

  • feat/my_cool_new_feature
  • fix/this_annoying_bug
  • ...

Step 4.2 Edit the sources

Use your fovourite editor or IDE to edit the sources.

Step 4.3 - Check the source code for correct format

.. tabs::

  .. tab:: Windows

     .. code-block:: powershell

        pre-commit run --all-files

  .. tab:: Linux

     .. code-block:: bash

        pre-commit run --all-files

  .. tab:: Linux Make

     .. code-block:: bash

        make format

Step 4.4 - Test the changes

At a minimum, you should run the module tests:

.. tabs::

  .. tab:: Windows

     .. code-block:: powershell

        pytest -vs --cov src --cov-report term-missing

  .. tab:: Linux

     .. code-block:: bash

        pytest -vs --cov src --cov-report term-missing

  .. tab:: Linux Make

     .. code-block:: bash

        make test

You should also run the system tests. These include additional tests that interact with real resources:

.. tabs::

  .. tab:: Windows

     .. code-block:: powershell

        pytest --system-test -vs --cov src --cov-report term-missing

  .. tab:: Linux

     .. code-block:: bash

        pytest --system-test -vs --cov src --cov-report term-missing

  .. tab:: Linux Make

     .. code-block:: bash

        make test-system

Step 4.5 - Commit the changes

Add the changed and new files to the commit.

Create a commit.

Step 5 - Pull request

Before creating a pull request assure the changes are based on the latest EOS upstream.

Update your local main branch:

git checkout main
git pull eos main

Switch back to your local development branch and rebase to main.

git checkout <MY_DEVELOPMENT_BRANCH>
git rebase -i main

During rebase you can also squash your changes into one (preferred) or a set of commits that have proper commit messages and can easily be reviewed.

After rebase run the tests once again.

If everything is ok push the commit(s) to your fork on Github.

git push -f origin

If your push by intention does not comply to the rules you can skip the verification by:

git push -f --no-verify origin

Once ready, submit a pull request with your fork to the Akkudoktor-EOS/EOS@master repository.

Developer Tips

Keep Your Fork Updated

Regularly pull changes from the eos repository to avoid merge conflicts:

.. tabs::

  .. tab:: Windows

     .. code-block:: powershell

        git checkout main
        git pull eos main
        git push origin

  .. tab:: Linux

     .. code-block:: bash

        git checkout main
        git pull eos main
        git push origin

Rebase your development branch to the latest eos main branch.

.. tabs::

  .. tab:: Windows

     .. code-block:: powershell

        git checkout  <MY_DEVELOPMENT_BRANCH>
        git rebase -i main

  .. tab:: Linux

     .. code-block:: bash

        git checkout  <MY_DEVELOPMENT_BRANCH>
        git rebase -i main

Create Feature Branches

Work in separate branches for each feature or bug fix:

.. tabs::

  .. tab:: Windows

     .. code-block:: powershell

        git checkout -b feat/my-feature

  .. tab:: Linux

     .. code-block:: bash

        git checkout -b feat/my-feature

Run Tests Frequently

Ensure your changes do not break existing functionality:

.. tabs::

  .. tab:: Windows

     .. code-block:: powershell

        pytest -vs --cov src --cov-report term-missing

  .. tab:: Linux

     .. code-block:: bash

        pytest -vs --cov src --cov-report term-missing

  .. tab:: Linux Make

     .. code-block:: bash

        make test

Follow Coding Standards

Keep your code consistent with existing style and conventions.

Use Issues for Discussion

Before making major changes, open an issue or discuss with maintainers.

Document Changes

Update docstrings, comments, and any relevant documentation.