planner guide

HSEM Planner — Technical Guide

This guide explains how the HSEM (Home Assistant Solar Energy Management) planner works. It covers inputs, outputs, the cost function, safety modes, and worked examples for five common scenarios a real installation will encounter.

See also: docs/planner-spec.md — the normative specification that governs all planner invariants and implementation rules.

Overview

The HSEM planner is a forward-looking, cost-minimising battery scheduler. Every time the coordinator runs (typically every 15 minutes) the planner:

Reads the current battery state, electricity prices, and PV forecast.
Generates a time grid of slots covering the planning horizon (24, 48, or 72 hours).
Populates each slot with expected house load, PV production, and prices.
Evaluates several candidate strategies (charge from grid, discharge only, solar only, etc.).
Scores every candidate with the cost function.
Writes the lowest-cost valid plan to the HourlyRecommendation objects consumed by the coordinator.

The planner is pure Python with no Home Assistant imports. It runs synchronously, produces deterministic output for identical input, and is fully testable with plain pytest.

Planning inputs

All inputs are collected in the PlannerInput dataclass (custom_components/hsem/models/planner_inputs.py).

Temporal context

Field	Type	Description
`now_iso`	`str`	ISO-8601 timezone-aware timestamp of the planning moment (e.g. `"2024-06-15T14:00:00+02:00"`)
`interval_minutes`	`int`	Slot width in minutes — `15` or `60`
`interval_length_hours`	`int`	Planning horizon length — `24`, `48`, or `72` hours

The total number of slots generated is (interval_length_hours * 60) // interval_minutes.

Horizon	15-min slots	60-min slots
24 h	96	24
48 h	192	48
72 h	288	72

Battery hardware

Field	Type	Description
`battery_soc_pct`	`float`	Current SoC percentage (0–100)
`battery_rated_capacity_kwh`	`float`	Nameplate capacity in kWh
`battery_end_of_discharge_soc_pct`	`float`	Minimum allowed SoC floor (%)
`battery_max_soc_pct`	`float`	Maximum allowed SoC ceiling (%, default 100)
`battery_max_charge_power_w`	`float`	Maximum charge power in Watts
`battery_max_discharge_power_w`	`float \| None`	Maximum discharge power in Watts (`None` = unlimited)
`battery_conversion_loss_pct`	`float`	Round-trip conversion loss (%)

The planner converts power limits to per-slot energy limits internally:

max_charge_per_slot_kwh = battery_max_charge_power_w / 1000 * (interval_minutes / 60)

Battery economics

Field	Type	Description
`battery_purchase_price`	`float`	Purchase price of the battery (local currency)
`battery_expected_cycles`	`int`	Expected total lifetime cycles
`battery_cycle_cost_per_kwh`	`float`	Explicit depreciation cost per kWh cycled
`battery_capacity_loss_pct`	`float`	Expected capacity loss at end-of-life (%), default 30
`battery_charge_efficiency_pct`	`float`	Charge-side efficiency (%), e.g. 98
`battery_discharge_efficiency_pct`	`float`	Discharge-side efficiency (%), e.g. 98

When battery_cycle_cost_per_kwh is 0.0, the planner auto-derives cycle cost from purchase price, rated capacity, expected cycles, capacity loss at EOL, and round-trip conversion loss:

depreciation      = (purchase_price × capacity_loss_pct / 100)
                   / (2 × usable_capacity_kwh × expected_cycles)
threshold         = depreciation

Conversion (in)efficiency losses are priced per-slot by the MILP objective and the cost function's conversion_loss_cost term, both of which use the actual import price of each slot rather than a fixed add-on. The 2× factor in the depreciation term accounts for one full cycle (charge + discharge). The capacity_loss_pct (default 30 %) accounts for the fraction of the battery's value that is consumed over its lifetime — typically 20 % physical capacity loss at 6000 LiFePO4 cycles plus ~10 % margin for calendar ageing.

The excess_export_price_threshold and the schedule profitability guard both use this depreciation threshold. Users who want extra margin can set battery_cycle_cost_per_kwh to a positive value, which is added on top.

Consumption prediction

HSEM predicts house load for each slot. Two modes are available (toggled via hsem_ml_consumption_enabled):

Legacy (default): Weighted average across four rolling windows (1d, 3d, 7d, 14d) with IQR outlier detection. Requires HSEM custom sensor entities.
ML (optional): Ridge regression on recorder history with day-of-week, day-of-year seasonality, and optional outdoor temperature. No custom sensors needed.

Regardless of mode, the planner receives a per-hour HourlyConsumptionAverage:

Field	Type	Description
`consumption_averages`	`list[HourlyConsumptionAverage]`	Per-hour (0–23) historical averages
`weight_1d`	`int`	Weight for the 1-day average (integer %)
`weight_3d`	`int`	Weight for the 3-day average (integer %)
`weight_7d`	`int`	Weight for the 7-day average (integer %)
`weight_14d`	`int`	Weight for the 14-day average (integer %)

Weights must sum to 100. Default split: 1d=25 %, 3d=30 %, 7d=30 %, 14d=15 %.

Each HourlyConsumptionAverage carries:

hour — 0-based clock-hour (0–23)
avg_1d, avg_3d, avg_7d, avg_14d — average kWh for that hour over each window

The planner applies a median-ratio outlier detection algorithm that flags anomalous windows and redistributes their weight to stable windows before combining the averages.

Price data

Field	Type	Description
`price_points`	`list[PricePoint]`	Hourly import/export prices

Each PricePoint carries:

hour — 0-based clock-hour
import_price — cost to buy 1 kWh from the grid (local currency/kWh)
export_price — revenue from selling 1 kWh to the grid (local currency/kWh)

Prices sourced from Energi Data Service (EDS) are normalised through the eds_share pipeline before reaching the planner so the engine always receives the full hourly rate, regardless of the EDS update interval (15 min or 60 min). See Price interval semantics in the spec.

PV forecast

Field	Type	Description
`solcast_slots`	`list[SolcastSlot]`	Forecast PV production per hour

Each SolcastSlot carries:

hour — 0-based clock-hour
pv_estimate — expected PV energy (kWh) for that hour

For multi-day horizons, a confidence decay factor is applied to PV estimates for future days to account for forecast uncertainty:

Day offset	Decay	Meaning
0 (today)	1.00	No decay
1 (tomorrow)	0.90	10 % conservative discount
2 (day after)	0.80	20 % conservative discount

Prices are not decayed because spot-market prices are typically firm by mid-day.

Schedule windows

Field	Type	Description
`battery_schedules`	`list[BatteryScheduleInput]`	Up to three charge/discharge windows

Each BatteryScheduleInput defines:

enabled — whether this window is active
start / end — wall-clock time range (datetime.time)
min_price_difference — minimum import/export spread required to activate (local currency/kWh)

HSEM charges the battery before a discharge window so it is full when high prices arrive. The pre-charge window ends at schedule.start and is sized to fill the battery from current SoC.

Excess export and grid controls

Field	Default	Description
`excess_export_enabled`	`False`	Enable forced battery → grid export during high-price slots
`excess_export_discharge_buffer_pct`	`10.0`	Safety SoC buffer kept before forced export
`excess_export_price_threshold`	Auto-calculated	Computed at runtime from battery depreciation settings (purchase price, expected cycles, usable capacity) via `calculate_recommended_threshold()`.
`export_min_price`	`0.0`	Below this export price the inverter throttles export to zero

Seasonal configuration

Field	Default	Description
`months_winter`	`[1,2,3,4,10,11,12]`	Months classified as winter
`house_power_includes_ev`	`True`	Whether the house consumption sensor already includes EV charger power

EV planned load — primary EV

All fields are prefixed ev_planned_load_.

Field	Default	Description
`ev_planned_load_enabled`	`False`	Enable EV planned load integration for the primary EV
`ev_planned_load_connected`	`False`	Whether a vehicle is currently plugged in
`ev_planned_load_smart_charging_enabled`	`True`	Whether smart EV charging scheduling is permitted
`ev_planned_load_current_soc_pct`	`0.0`	Current EV battery SoC (%)
`ev_planned_load_target_soc_pct`	`80.0`	Target SoC the EV must reach by the deadline (%)
`ev_planned_load_battery_capacity_kwh`	`0.0`	EV battery nameplate capacity (kWh)
`ev_planned_load_charger_power_kw`	`0.0`	Charger AC output power (kW)
`ev_planned_load_charger_efficiency_pct`	`100.0`	Charger efficiency (%) — energy delivered to EV / AC draw
`ev_planned_load_deadline`	`None`	Timezone-aware datetime by which charging must be complete
`ev_planned_load_base_load_includes_ev`	Auto (derived)	Automatically derived from the `hsem_house_power_includes_ev_charger_power` setting in the EV charger config step. When that is `True`, this is `True` (EV load already in the house consumption data).

EV planned load — second EV

All fields are prefixed ev_second_planned_load_. The schema is identical to the primary EV fields above:

Field	Default	Description
`ev_second_planned_load_enabled`	`False`	Enable EV planned load integration for the second EV
`ev_second_planned_load_connected`	`False`	Whether a second vehicle is currently plugged in
`ev_second_planned_load_smart_charging_enabled`	`True`	Smart charging permission
`ev_second_planned_load_current_soc_pct`	`0.0`	Current second EV battery SoC (%)
`ev_second_planned_load_target_soc_pct`	`80.0`	Target SoC (%)
`ev_second_planned_load_battery_capacity_kwh`	`0.0`	Second EV battery nameplate capacity (kWh)
`ev_second_planned_load_charger_power_kw`	`0.0`	Charger AC output power (kW)
`ev_second_planned_load_charger_efficiency_pct`	`100.0`	Charger efficiency (%)
`ev_second_planned_load_deadline`	`None`	Timezone-aware charging deadline
`ev_second_planned_load_base_load_includes_ev`	Auto (derived)	Automatically derived from the global `hsem_house_power_includes_ev_charger_power` setting — same value as the primary EV.

Planning outputs

All outputs are collected in the PlannerOutput dataclass (custom_components/hsem/models/planner_outputs.py).

Per-slot decisions (`slots`)

Each PlannedSlot in the output list covers one time interval and carries:

Field	Unit	Description
`start` / `end`	datetime	Slot boundaries (timezone-aware)
`price.import_price`	currency/kWh	Import price for this slot
`price.export_price`	currency/kWh	Export price for this slot
`solcast_pv_estimate`	kWh	Forecast PV production
`avg_house_consumption`	kWh	Predicted house load (weighted average)
`estimated_net_consumption`	kWh	`avg_house_consumption + ev_planned_load_kwh − solcast_pv_estimate` (negative = PV surplus)
`batteries_charged`	kWh	Energy scheduled to be stored (after losses)
`batteries_discharged`	kWh	Energy drawn from battery
`grid_import_kwh`	kWh	Grid import this slot
`grid_export_kwh`	kWh	Grid export this slot
`estimated_battery_soc`	%	Estimated SoC at end of slot
`estimated_battery_capacity`	kWh	Usable remaining capacity at end of slot
`ev_planned_load_kwh`	kWh	Extra EV AC load added to net consumption (zero when `base_load_includes_ev = True`)
`ev_accounted_load_kwh`	kWh	EV AC load already included in the house consumption sensor (non-zero when `base_load_includes_ev = True`)
`ev_total_planned_load_kwh`	kWh	Total planned EV AC load: `ev_planned_load_kwh + ev_accounted_load_kwh`. Non-zero whenever EV charging is planned, regardless of `base_load_includes_ev`
`estimated_cost`	currency	Net grid cost this slot (positive = import, negative = export)
`recommendation`	string	The action chosen for this slot (see below)

Recommendation values

Value	Meaning
`batteries_charge_grid`	Charge battery from grid (forced by schedule or price signal)
`batteries_charge_solar`	Battery is charging from PV surplus
`batteries_discharge_mode`	Battery discharges to cover house load during high-price window
`force_batteries_discharge`	Forced discharge (excess export to grid)
`force_export`	Negative import price — all available energy exported to earn money
`ev_smart_charging`	EV charging load is allocated to this slot (planner or runtime resolver)
`batteries_wait_mode`	Battery idle — neither charging nor discharging
`time_passed`	Slot is in the past — no recommendation applied
`missing_input_entities`	Required HA entities were unavailable when this slot was scheduled

How recommendations are assigned — priority layers

Recommendations are set in three consecutive layers. Each later layer can override an earlier one only within defined priority rules.

Layer 1 — Planner engine (pre-slot population)

The scheduler assigns the first recommendations during slot population, before candidate scoring. Rules are applied in strict priority order; once a slot has a recommendation it is not changed by later rules in the same layer.

Discharge schedule windows (apply_discharge_schedules)

Priority	Condition	Recommendation
1	Slot falls inside a configured discharge window and price spread is met	`batteries_discharge_mode`

Charge schedule windows (apply_charge_schedules) — for each discharge window, eligible pre-charge slots are filled in order:

Priority	Condition	Recommendation
1	Import price < 0 (paid to import)	`batteries_charge_grid`
2	Solar surplus (`estimated_net_consumption < threshold`)	`batteries_charge_solar`
3	Cheapest grid hour where spread ≥ `min_price_difference + cycle_cost`	`batteries_charge_grid`

Opportunistic grid charge (apply_opportunistic_charge) — outside any schedule:

Priority	Condition	Recommendation
1	Import price < 0	`batteries_charge_grid`
2	Import price ≤ depreciation threshold − cycle cost	`batteries_charge_grid`

Excess export (apply_excess_export) — only when excess_export_enabled = True:

Priority	Condition	Recommendation
1	Export price > threshold AND battery has surplus above `required_capacity`	`force_batteries_discharge`

Seasonal optimisation fill (apply_optimization_strategy) — for all remaining None slots:

Priority	Condition	Recommendation
1	Export price > import price AND export price ≥ `export_min_price`	`force_export`
2	Solar surplus available and battery not full	`batteries_charge_solar`
3	Future `force_batteries_discharge` slot exists AND battery > required	`batteries_wait_mode`
4	Winter month	`batteries_wait_mode`
5	Summer month, solar surplus available	`batteries_charge_solar`
5	Summer month, no solar surplus	`batteries_discharge_mode`

Discharge concentration (concentrate_discharge_on_expensive_slots) runs after the seasonal fill but before candidate generation. It re-evaluates all discharge-mode slots and clears the cheapest ones that exceed the battery's capacity, turning them into batteries_wait_mode (grid-import) so the battery is reserved for the most expensive slots.

Slots are grouped by calendar day and each day receives its own independent battery budget (usable_kwh). This correctly accounts for solar recharging between discharge windows on different days — day N+1's discharge slots do not compete with day N's for the same capacity pool.

Layer 2 — EV planned load labelling (engine, post-simulation)

After the winning candidate is selected and the final SoC simulation is complete, slots with ev_total_planned_load_kwh > 0 are re-labelled. ev_total_planned_load_kwh is used — not ev_planned_load_kwh — so that EV-scheduled slots are correctly labelled even when base_load_includes_ev = True, where ev_planned_load_kwh is 0.0 but EV charging is still planned.

Current recommendation	Has EV load?	Result
`batteries_charge_solar`	Yes (`ev_total > 0`)	→ `ev_smart_charging`
`batteries_wait_mode`	Yes (`ev_total > 0`)	→ `ev_smart_charging`
`batteries_discharge_mode`	Yes (`ev_total > 0`)	→ `ev_smart_charging` (EV label wins)
`batteries_charge_grid`	Yes	Kept — grid charge takes priority
`force_batteries_discharge`	Yes	Kept — forced export takes priority
`force_export`	Yes	Kept
`time_passed`	Yes	Kept

Layer 3 — Runtime resolver (`resolve_current_recommendation`)

Applied to the current slot only at hardware-write time. Overrides the planner output with live sensor readings that were unknown at planning time.

Priority	Condition	Result
1 (highest)	Live import price < 0	→ `force_export`
2	Current recommendation = `batteries_charge_grid`	Kept — grid charge never overridden
3	Any EV (primary or second) is actively charging right now	→ `ev_smart_charging`
4	Battery energy > remaining discharge-schedule need	→ `batteries_discharge_mode`
—	None of the above	Planner recommendation kept unchanged

Note: Priorities 1 and 3 interact. A negative import price always wins — even when an EV is charging. However, a grid-charge slot (priority 2) is never overridden by an actively charging EV (priority 3).

Summary: full priority stack (highest → lowest)

1. import_price < 0               → force_export           [runtime resolver]
2. batteries_charge_grid active   → batteries_charge_grid  [runtime resolver guard]
3. EV actively charging (live)    → ev_smart_charging      [runtime resolver]
4. Battery above schedule need    → batteries_discharge_mode [runtime resolver]
   ──────────────────────────────────────────────────────── resolver boundary ──
5. force_batteries_discharge      [excess export, planner]
6. batteries_charge_grid          [schedule/opportunistic, planner]
7. batteries_discharge_mode       [discharge schedule, planner]
8. force_export                   [seasonal optimisation, planner]
9. ev_smart_charging              [EV load labelling, planner]
10. batteries_charge_solar        [solar surplus, planner]
11. batteries_wait_mode           [seasonal/idle, planner]
12. time_passed / missing_input_entities

Charge and discharge windows (`charge_windows`, `discharge_windows`)

Higher-level groupings of consecutive slots with the same charge or discharge recommendation:

ChargeWindow — start, end, total_energy_kwh, avg_import_price, recommendation
DischargeWindow — start, end, total_energy_kwh, avg_export_price, recommendation

Plan metadata

Field	Description
`plan_cost`	Total estimated grid cost for the selected plan (local currency)
`missing_inputs`	List of diagnostic labels for absent input data
`warnings`	Human-readable warning messages about data quality or configuration
`data_quality`	Structured `DataQuality` report (see below)
`explanation`	`PlanExplanation` with strategy summary, score, and rejected alternatives
`time_series_index`	`TimeSeriesIndex` — shared slot grid used internally
`ev_charging_plan`	`EVChargingPlan` for the primary EV (`None` when disabled)
`ev_second_charging_plan`	`EVChargingPlan` for the second EV (`None` when disabled)

Plan explanation (`explanation`)

The PlanExplanation object is designed to be surfaced directly as a HA sensor attribute:

Field	Description
`selected_strategy`	Short identifier (e.g. `"charge_grid_discharge_peak"`)
`summary`	One-sentence reason for the selected plan
`score`	Savings vs. doing nothing (positive = saves money)
`estimated_total_cost`	Net grid cost for the horizon
`price_spread`	Max − min import price (larger = more arbitrage potential)
`peak_import_price` / `off_peak_import_price`	Price extremes
`forecast_pv_kwh`	Total PV production for the horizon
`forecast_net_consumption_kwh`	Total load − PV (negative = net solar surplus)
`battery_soc_pct` / `battery_soc_at_end_pct`	Starting and ending SoC
`constraints`	Active flags (e.g. `"winter_month"`, `"excess_export_enabled"`)
`rejected_plans`	Alternatives with name, reason, and estimated cost

EV planned load integration

Overview

When one or both EV planned load features are enabled, the planner allocates EV charging demand into slots before the final net consumption is computed. This ensures the home battery planner sees the true net demand and does not misinterpret EV-consumed solar as available for battery charging.

The EV planner is a separate, pure-Python module (planner/ev_planner.py). It runs once per planning cycle and writes three per-slot load fields to each PlannedSlot.

No circular dependency

EV plans are built from raw inputs only (EV SoC, target SoC, capacity, charger power, deadline, and the per-slot net surplus). They are computed independently of the home battery planner output. The one-pass design prevents circular dependency.

Three-field EV load model

Three fields capture EV load intent precisely:

Field	Meaning
`ev_planned_load_kwh`	Extra EV AC load added to net consumption — only the portion not already in `avg_house_consumption`. Zero when `base_load_includes_ev = True`.
`ev_accounted_load_kwh`	EV AC load already included in the house consumption sensor. Non-zero when `base_load_includes_ev = True`.
`ev_total_planned_load_kwh`	Total planned EV AC load: `ev_planned_load_kwh + ev_accounted_load_kwh`. Always non-zero when EV charging is planned.

Net load formula with EV

effective_net_load_kwh
    = avg_house_consumption
    + ev_planned_load_kwh          ← extra load only (zero when base includes EV)
    − solcast_pv_estimate

Only ev_planned_load_kwh is added. When base_load_includes_ev = True, ev_planned_load_kwh is 0.0; the EV load is already captured in avg_house_consumption and must not be added a second time.

Slot selection strategy

The EV planner selects slots in two passes, using net surplus after house consumption as the priority signal:

Net-surplus slots first — slots where −estimated_net_consumption > 0 (i.e. solar production exceeds house demand) are prioritised. The energy is free for the EV because the house has already consumed its share of solar and the remainder would otherwise be exported.
Cheapest grid-import slots next — among remaining slots, the lowest import price comes first.

Allocation stops when the total energy needed to reach target_soc_pct is satisfied, or the deadline is reached.

Why net surplus, not raw PV? The house sits between the PV inverter and the EV charger at the AC bus. It always consumes solar first. The EV charger only sees what is left over after house demand is satisfied. Using raw PV would over-estimate the free energy available and schedule more EV load on "solar" slots than is physically available.

Engine execution order

The engine processes EV load in three steps:

Base net consumption — populate_net_consumption(slots) is called first, populating estimated_net_consumption = house − pv (without EV). PV confidence decay (day+1 at 90 %, day+2 at 80 %) is applied before this step so the surplus signal is already conservatively adjusted.
EV planning — net surplus is derived from step 1:
```
slot_net_surplus = max(−estimated_net_consumption, 0.0)
```
The EV planner selects slots using this signal and builds charging plans for both EVs. Per-slot loads are accumulated additively (primary + second).
Final net consumption — populate_net_consumption(slots) runs a second time to incorporate ev_planned_load_kwh into the final estimated_net_consumption values.

Partial current-slot scaling

The currently active slot is scaled by its remaining duration to avoid over-counting energy in the partially elapsed slot:

slot_remaining_hours = remaining_minutes_in_slot(now, slot_end) / 60.0
max_charge_this_slot = charger_power_kw × slot_remaining_hours × (efficiency / 100)

Double-count prevention (base_load_includes_ev)

When the house consumption sensor already includes EV charger power (e.g. the CT clamp is upstream of the EVSE), set base_load_includes_ev = True for that EV.

ev_planned_load_kwh is not added to net consumption for that EV.
The load is captured in ev_accounted_load_kwh instead.
ev_total_planned_load_kwh is still set and non-zero, so diagnostics, logs, and the ev_smart_charging label all reflect the planned EV activity.

This prevents double-counting while keeping full observability.

EV plan states

State	Meaning
`not_connected`	No vehicle plugged in
`smart_charging_disabled`	Feature disabled or smart charging turned off
`fully_charged`	EV has already reached target SoC — no load allocated
`charging`	Slots have been allocated; charging is active or planned
`waiting`	EV is connected but no candidate slots exist before the deadline
`unavailable`	Required config values (capacity or charger power) are zero/missing

HA sensor entities

Two sensor entities expose the EV charging plan as attributes:

Entity	Purpose
`sensor.hsem_ev_optimal_charging_plan`	Primary EV plan state and slot details
`sensor.hsem_ev_second_optimal_charging_plan`	Second EV plan state and slot details

Both sensors share the same attribute schema:

{
  "battery_capacity_kwh": 60.0,
  "charge_power_kw": 11.0,
  "current_soc": 32.0,
  "target_soc": 80.0,
  "ev_connected": true,
  "total_kwh_needed": 28.8,
  "deadline": "2026-05-15T07:00:00+02:00",
  "charging_slots": [
    {
      "start": "2026-05-14T10:00:00+02:00",
      "end":   "2026-05-14T11:00:00+02:00",
      "estimated_charged_kwh": 8.5,
      "solar_surplus_kwh": 9.2,
      "import_needed_kwh": 0.0,
      "import_price": 1.25,
      "estimated_cost": 0.0
    }
  ],
  "planned_load_by_slot": {
    "2026-05-14T10:00:00+02:00": 8.5
  },
  "current_slot_planned_load_kwh": 8.5,
  "data_quality": {}
}

Net surplus model (and historical notes)

Current approach (PR #406): The engine runs populate_net_consumption once before EV planning to derive the per-slot net surplus:

slot_net_surplus = max(−estimated_net_consumption, 0.0)
                 = max(pv_estimate − avg_house_consumption, 0.0)

This is the correct physical model: the house uses solar first; only what remains is available to the EV charger at no extra grid cost. Using estimated_net_consumption as the starting point also ensures that PV confidence decay (day+1 at 90 %, day+2 at 80 %) is automatically applied before EV slot selection.

After EV injection, populate_net_consumption runs a second time to produce final slot values that incorporate ev_planned_load_kwh.

Historical note (PR #397 fix): Before PR #397 the surplus was computed from slot.estimated_net_consumption which was 0.0 at EV planning time (net consumption had not been populated yet). Every slot appeared to have zero surplus, so the EV was always scheduled as grid-import.

The PR #397 workaround derived surplus directly from raw base fields:

surplus = max(slot.solcast_pv_estimate − slot.avg_house_consumption, 0.0)

This was correct but did not yet apply PV confidence decay. PR #406 replaced it with the pre-populated estimated_net_consumption approach, which is both conceptually cleaner and more accurate.

Cost function

The cost function scores a candidate plan as a single number. Lower is better — the planner selects the candidate with the minimum score.

Formula

total_cost
  = grid_import_cost
  − export_revenue
  + conversion_loss_cost
  + cycle_cost
  + soc_penalty
  + grid_limit_penalty
  + override_penalty

Grid import cost

grid_import_cost = Σ (grid_import_kwh[slot] × import_price[slot])

The cost function prices actual grid energy drawn, not stored energy. If the battery stores x kWh and charge efficiency is e, the grid import is x / e. This means conversion losses are implicitly included in the import cost before the explicit conversion-loss term.

Export revenue

export_revenue = Σ (grid_export_kwh[slot] × export_price[slot])

Revenue is subtracted from total cost (it reduces the net expense).

Export price clamping: When export_min_price > 0, the applier blocks all grid export for slots where export_price < export_min_price by setting the inverter to GRID_EXPORT_LIMIT_WATT. To keep the planner consistent with this physical behaviour, both the MILP and the cost function treat export_price as 0 for any slot where export_price < export_min_price — no revenue is counted for exports that can never happen. See Excess export and grid controls for the configuration fields.

Conversion loss cost

Energy lost in the round trip (charge → store → discharge) is priced at the average of the slot's import and export prices as an opportunity cost:

avg_price[slot] = (import_price[slot] + export_price[slot]) / 2
loss_kwh[slot]  = (batteries_charged[slot] + batteries_discharged[slot])
                  × (conversion_loss_pct / 100) / 2
conversion_loss_cost = Σ (loss_kwh[slot] × avg_price[slot])

Battery cycle cost

Battery depreciation per kWh cycled through the physical cells:

throughput_kwh[slot] = batteries_charged[slot] + batteries_discharged[slot]
cycle_cost = Σ (throughput_kwh[slot] × cycle_cost_per_kwh)

Auto-derived cycle cost (when not explicitly configured):

cycle_cost_per_kwh = purchase_price / (rated_capacity_kwh × expected_cycles)

The price threshold used by the profitability guard adds round-trip conversion loss on top of depreciation:

price_threshold = cycle_cost_per_kwh + conversion_loss
conversion_loss = 1 / (charge_eff × discharge_eff) − 1

Depreciation example: A 10 kWh battery bought for 30 000 DKK with 6 000 expected cycles costs 30000 / (10 × 6000) = 0.50 DKK/kWh of throughput. With 98 % efficiency: conversion loss adds ~0.042 DKK/kWh, giving a combined threshold of ~0.542 DKK/kWh.

SoC penalties

Quadratic guard penalties discourage plans that violate SoC bounds:

# Below the floor
if estimated_battery_soc[slot] < min_soc_pct:
    violation = min_soc_pct − estimated_battery_soc[slot]
    soc_penalty += soc_low_penalty_weight × violation²

# Above the ceiling
if estimated_battery_soc[slot] > max_soc_pct:
    violation = estimated_battery_soc[slot] − max_soc_pct
    soc_penalty += soc_high_penalty_weight × violation²

These penalties are a soft guard — the SoC simulation already hard-clamps SoC at the hardware limits, so violations are rare in practice.

Grid limit penalty

When a grid power limit is configured, slots that exceed it incur a proportional penalty:

slot_power_kw = grid_import_or_export_kwh / slot_duration_hours
if slot_power_kw > grid_limit_kw:
    excess_kwh = (slot_power_kw − grid_limit_kw) × slot_duration_hours
    grid_limit_penalty += excess_kwh × grid_limit_penalty_per_kwh

Override penalty

Slots forcibly set by a manual schedule (recommendation = batteries_charge_grid) can optionally incur a flat penalty to express that deviating from the natural optimal state has a cost:

override_penalty = count(override_slots) × override_penalty_per_slot

Default override_penalty_per_slot is 0.0 — disabled unless explicitly configured.

Terminal SoC accounting

Plans that empty the battery before the horizon ends look artificially cheap because they avoid future discharge costs. The cost function accounts for this by pricing the battery's remaining energy at the end of the horizon.

The terminal SoC penalty (or credit) ensures that two plans with different ending SoC levels are compared fairly:

terminal_soc_delta_kwh = baseline_terminal_soc_kwh − candidate_terminal_soc_kwh
terminal_soc_adjustment = terminal_soc_delta_kwh × replacement_energy_price

Emptying the battery is not free — the cost function charges for the energy that would need to be replaced to restore the battery to a useful state.

Candidate generation and selection

The planner evaluates multiple independent strategies before committing to a plan.

Candidate strategies

Name	Description
`baseline`	Current HSEM scheduling output — the result of running all schedulers normally
`no_action`	Battery completely idle — no forced charge, no forced discharge
`grid_charge`	Grid-charge slots kept, solar-charge slots cleared
`solar_only`	Only solar charging active, grid charging cleared
`discharge_only`	Discharge slots kept, all charging cleared
`aggressive`	Cheapest 3 slots forced to grid-charge, most expensive 3 forced to discharge

Each candidate is built from a deep copy of the baseline slots so strategies cannot interfere with each other. After generation, simulate_soc is called for each candidate to fill in batteries_discharged, grid_import_kwh, grid_export_kwh, and estimated_battery_soc.

Selection

After scoring, the selector picks the candidate with the lowest total_cost.

The invariant must always hold:

output.plan_cost == selected_candidate.cost
output.slots == selected_candidate.slots

No post-selection mutation is permitted. If a candidate needs adjusting, it must be re-simulated and re-scored before it can become the output.

Safety modes

HSEM uses a layered safety system to prevent hardware writes when inputs are unsafe or the system is in a degraded state.

Degraded mode levels

Mode	Hardware writes	Trigger
`Normal`	Allowed	All inputs present and valid
`Degraded`	Allowed (with warnings)	Non-critical data missing (e.g. tomorrow's prices)
`Error`	Blocked	Critical data missing (battery SoC, house load, working mode)
`ReadOnly`	Blocked	`is_read_only = True` in config or `PlannerInput`
`DryRun`	Blocked	Dry-run mode active

Critical vs. non-critical missing data

Critical keywords in missing_inputs block hardware writes:

battery — battery SoC or capacity unavailable
house_consumption — house load sensor unavailable
working_mode — inverter working-mode select unavailable

Non-critical labels (e.g. tomorrow_price_missing_hours:…) trigger Degraded mode. The plan is computed and applied, but the coordinator logs a warning and surfaces the gap in data_quality.

Safety gate behaviour

The write-verify applier (WriteVerifyApplier) enforces these gates before any Huawei Solar service call:

Checks is_read_only — skip writes if True.
Checks degraded mode — skip writes in Error mode.
Verifies the inverter is not unloading.
After writing, reads back the entity state to confirm the change applied.

Data quality diagnostics

The DataQuality object on PlannerOutput reports completeness of the planning inputs.

Fields

Field	Type	Description
`today_price_missing_hours`	`list[int]`	Hours (0–23) with no price data today
`today_pv_missing_hours`	`list[int]`	Hours (0–23) with no PV forecast today
`tomorrow_price_missing_hours`	`list[int]`	Hours with no price data for tomorrow
`tomorrow_pv_missing_hours`	`list[int]`	Hours with no PV forecast for tomorrow
`day2_price_missing_hours`	`list[int]`	Hours with no price data for day +2 (72-h horizon only)
`day2_pv_missing_hours`	`list[int]`	Hours with no PV forecast for day +2
`horizon_has_tomorrow`	`bool`	`True` when horizon extends beyond 24 h
`horizon_days`	`int`	Number of calendar days covered (1, 2, or 3)
`is_complete`	`bool`	`True` when no missing data was detected

Home Assistant attribute serialisation

data_quality.as_dict() returns a JSON-safe dictionary that can be attached directly to a sensor's extra_state_attributes:

{
  "is_complete": true,
  "horizon_has_tomorrow": true,
  "horizon_days": 2,
  "tomorrow_price_missing_hours": [],
  "tomorrow_pv_missing_hours": [],
  "day2_price_missing_hours": [],
  "day2_pv_missing_hours": [],
  "today_price_missing_hours": [],
  "today_pv_missing_hours": []
}

Scenario examples

All examples use the following base configuration:

Battery: 10 kWh rated, 10 % end-of-discharge floor → 9 kWh usable
Charge efficiency: 90 % (10 % conversion loss)
Max charge power: 5 kW (5 kWh/h)
Horizon: 24 h, 1-hour slots
Prices and PV in local currency (DKK) and kWh

Scenario 1: Winter day

Conditions:

Month: January (winter month)
PV forecast: 0 kWh across all hours (no solar production)
House load: ~2 kWh/h constant
Import prices: flat at 1.50 DKK/kWh all day
Battery at start: 50 % SoC (4.5 kWh above floor)
Discharge window schedule: 16:00–21:00 (evening peak)

What the planner does:

Hours 00–14:  batteries_wait_mode  (cheap flat price, no PV, conserve battery)
Hours 14–16:  batteries_charge_grid (pre-charge before evening window)
              → charges to max_soc, importing ≈ 4.5 kWh from grid
Hours 16–21:  batteries_discharge_mode
              → discharges to cover 2 kWh/h house load
              → avoids 5 × 2 kWh = 10 kWh grid import during the window
Hours 21–24:  batteries_wait_mode  (window ended, battery near floor)

Why this plan wins:

The selected plan charges cheaply before the discharge window so the evening load is covered entirely by the battery. On a flat-price winter day the net saving is small (no price arbitrage benefit), but the plan ensures the battery is available for the programmed window. The no_action candidate (battery idle all day) produces an identical grid cost here, so the planner may select no_action when the schedule does not force grid charge.

Explanation excerpt:

{
  "selected_strategy": "baseline",
  "summary": "Pre-charge for evening discharge window; no PV surplus available.",
  "constraints": ["winter_month", "schedule_window_active"],
  "forecast_pv_kwh": 0.0,
  "battery_soc_at_end_pct": 10.0
}

Scenario 2: Summer day — high PV surplus

Conditions:

Month: July (summer month)
PV forecast: 0→2→6→8→6→4→1→0 kWh (ramps from 06:00 to 14:00, falls off by 19:00)
House load: 0.5 kWh/h (typical summer light load)
Import prices: moderate, 2.00 DKK/kWh peak (09–11), 0.80 DKK/kWh off-peak
Battery at start: 20 % SoC (1.8 kWh above floor)
Excess export disabled

What the planner does:

Hours 00–06:  batteries_wait_mode  (night, no PV, load from grid)
Hours 06–09:  batteries_charge_solar
              → PV arrives, surplus charges battery
              → net_consumption = 0.5 kWh − PV (surplus) → battery fills
Hours 09–14:  batteries_charge_solar / batteries_wait_mode
              → PV covers load; surplus continues charging battery
              → battery reaches max_soc around 11:00
Hours 14–19:  batteries_discharge_mode (PV falling, prices still moderate)
              → battery discharges to cover load, reduces grid import
Hours 19–24:  batteries_wait_mode (battery near floor, no PV)

Why this plan wins:

The planner identifies the large solar surplus and assigns batteries_charge_solar slots in the morning. This avoids peak-price grid imports in the morning hours and accumulates free solar energy. The battery then covers evening load when PV has stopped. The no_action candidate wastes PV surplus by exporting it at the low export price instead of storing it for later use.

Explanation excerpt:

{
  "selected_strategy": "solar_only",
  "summary": "High PV day: solar surplus stored for evening discharge.",
  "constraints": ["summer_month"],
  "forecast_pv_kwh": 27.0,
  "forecast_net_consumption_kwh": -15.0,
  "battery_soc_at_end_pct": 12.0
}

Scenario 3: Cheap night price — grid charge opportunity

Conditions:

Month: March (winter month)
PV forecast: small midday peak (2–3 kWh/h, 10:00–14:00)
House load: ~1.5 kWh/h
Import prices:
- 00:00–06:00: 0.25 DKK/kWh (very cheap night tariff)
- 06:00–09:00: 2.50 DKK/kWh
- 09:00–16:00: 1.80 DKK/kWh
- 16:00–21:00: 3.20 DKK/kWh (peak)
- 21:00–24:00: 1.20 DKK/kWh
Export price: 0.10 DKK/kWh (low, net-metering not attractive)
Battery at start: 15 % SoC (0.45 kWh above floor)
No discharge window schedule configured

What the planner does:

Hours 00–06:  batteries_charge_grid
              → cheap night rate: 0.25 DKK/kWh import
              → charge 5 kWh/h × 5h = 25 kWh capacity requested,
                capped at usable range → battery fills to max_soc (90 %)
Hours 06–10:  batteries_wait_mode (prices rise, battery full)
Hours 10–14:  batteries_charge_solar (PV surplus topping up)
Hours 14–22:  batteries_discharge_mode
              → discharges during expensive slots (1.80–3.20 DKK/kWh)
              → avoids 8h × 1.5 kWh = 12 kWh at avg 2.5 DKK/kWh = 30 DKK import
              → charge cost: ≈ 9 kWh × 0.25 DKK + cycle cost ≈ 2.25 + 4.50 = 6.75 DKK
              → net saving ≈ 23 DKK
Hours 22–24:  batteries_wait_mode

Why this plan wins:

The price spread of 2.95 DKK/kWh (peak 3.20 − night 0.25) far exceeds the cycle cost (~0.50 DKK/kWh for a typical installation). The aggressive candidate also finds the cheap slots but may over-charge if the battery is already full. The baseline candidate with schedule-driven pre-charge produces the same plan here. The no_action candidate pays full peak prices.

Key cost comparison:

Candidate	Estimated cost (DKK)
`baseline` (grid charge)	6.75
`solar_only`	22.50 (no night charge)
`no_action`	30.00 (full peak import)

Explanation excerpt:

{
  "selected_strategy": "grid_charge",
  "summary": "Cheap night rate (0.25 DKK/kWh) enables grid pre-charge; discharges during peak (3.20 DKK/kWh).",
  "score": 23.25,
  "price_spread": 2.95,
  "constraints": ["winter_month", "grid_charge_price_spread_met"],
  "battery_soc_at_end_pct": 10.0
}

Scenario 4: High PV day — excess export opportunity

Conditions:

Month: June (summer month)
PV forecast: 1→3→7→10→10→8→5→2→0 kWh/h (strong sun, 07:00–18:00)
House load: 0.3 kWh/h (light load)
Export price: 2.80 DKK/kWh (09:00–13:00 midday peak), 0.50 DKK/kWh otherwise
Import price: 1.80 DKK/kWh (09:00–13:00), 0.80 DKK/kWh otherwise
Battery at start: 20 % SoC
Excess export enabled, buffer 10 %, threshold 1.00 DKK/kWh

What the planner does:

Hours 07–09:  batteries_charge_solar
              → PV arrives, surplus charges battery
Hours 09–10:  batteries_charge_solar then force_batteries_discharge
              → battery reaches max_soc before midday export peak
Hours 10–13:  force_batteries_discharge (export_price = 2.80 DKK/kWh > threshold 1.00)
              → battery discharges AND PV exports simultaneously
              → export revenue: ~8 kWh × 2.80 = 22.40 DKK
Hours 13–18:  batteries_charge_solar (re-charging after export window)
              → battery refills from PV surplus
Hours 18–24:  batteries_discharge_mode (cover evening load from battery)

Why this plan wins:

The high midday export price (2.80 DKK/kWh) exceeds the excess_export_price_threshold (1.00 DKK/kWh), so the planner triggers force_batteries_discharge during the peak export window. The battery is pre-charged from solar in the morning and re-charged from PV after the export window ends. The solar_only candidate does not exploit the export window and earns significantly less revenue.

Key cost comparison:

Candidate	Net cost (DKK)
`baseline` (excess export)	−18.40 (net revenue)
`solar_only`	−8.00
`no_action`	−5.60

Explanation excerpt:

{
  "selected_strategy": "baseline",
  "summary": "High PV surplus and peak export price trigger forced battery export.",
  "score": 12.80,
  "constraints": ["summer_month", "excess_export_enabled", "export_price_above_threshold"],
  "forecast_pv_kwh": 46.0,
  "forecast_net_consumption_kwh": -39.4
}

Scenario 5: Flat price day — no arbitrage value

Conditions:

Month: April (winter/spring boundary, configured as winter)
PV forecast: modest (1–2 kWh/h, 09:00–15:00)
House load: 1.0 kWh/h
Import price: 1.20 DKK/kWh flat all 24 hours
Export price: 0.10 DKK/kWh flat
Battery at start: 50 % SoC
No discharge window schedule; excess export disabled

What the planner does:

All hours: batteries_wait_mode
           (except 09–15 where batteries_charge_solar from PV surplus)

Why this plan wins:

With a flat import price of 1.20 DKK/kWh, there is no price arbitrage to exploit. Grid-charging the battery at 1.20 DKK/kWh and discharging it later to avoid buying at 1.20 DKK/kWh would not save money — the cycle cost makes it net-negative. The planner compares the grid_charge candidate against no_action and finds:

grid_charge cost: charge 9 kWh × 1.20 DKK + cycle cost (9 kWh × 0.50 DKK)
               = 10.80 + 4.50 = 15.30 DKK
no_action cost: buy 1 kWh/h from grid × 24h × 1.20 DKK = 28.80 DKK
                (with PV reducing demand: ≈ 20 DKK)

Since the discharge savings equal the import cost (same price), and cycle depreciation tips the scale negative, no_action or solar_only wins.

The solar_only candidate accepts the free PV energy into the battery during the morning hours, avoiding some afternoon imports — this is marginally better than pure no_action because the PV surplus would otherwise export at only 0.10 DKK/kWh.

Explanation excerpt:

{
  "selected_strategy": "solar_only",
  "summary": "Flat price day: no grid charge arbitrage; solar surplus stored to reduce afternoon imports.",
  "score": 0.60,
  "price_spread": 0.00,
  "constraints": ["winter_month", "no_price_spread"],
  "battery_soc_at_end_pct": 38.0,
  "rejected_plans": [
    {
      "name": "grid_charge",
      "reason": "Grid charge cost exceeds cycle depreciation benefit on flat-price day.",
      "estimated_cost": 15.30
    }
  ]
}

Scenario 6: EV charging — solar-first smart plan

Conditions:

EV plugged in at 08:00, target SoC 80 %, deadline 07:00 next morning
EV battery: 60 kWh, current SoC 32 % → 28.8 kWh needed
Charger: 11 kW AC (efficiency 100 %)
House load: 0.5 kWh/h
PV forecast: 0→2→8→10→8→4→1→0 kWh/h (peak midday)
Import price: 0.80 DKK/kWh off-peak, 2.00 DKK/kWh peak (09–13, 17–21)
base_load_includes_ev = False (CT clamp is downstream of EVSE)

What the EV planner does:

Pass 1 — solar surplus slots (pv − house_load > 0):
  10:00–11:00: surplus = 8 − 0.5 = 7.5 kWh  → allocate 7.5 kWh (capped by charger: 11 kWh/h)
  11:00–12:00: surplus = 10 − 0.5 = 9.5 kWh → allocate 9.5 kWh → total = 17.0 kWh
  09:00–10:00: surplus = 2 − 0.5 = 1.5 kWh  → allocate 1.5 kWh → total = 18.5 kWh

Pass 2 — cheapest import slots (remaining need = 28.8 − 18.5 = 10.3 kWh):
  00:00–01:00: 0.80 DKK/kWh → allocate 10.3 kWh (final slot, partial fill)

Net load seen by home battery planner (slot 10:00–11:00):

effective_net_load = 0.5 (house) + 7.5 (EV) − 8.0 (PV) = 0.0 kWh

The battery planner sees zero net consumption in that slot, meaning no battery solar charge is triggered — the solar energy goes entirely to the EV.

Cost comparison (EV charging cost only):

Strategy	EV cost (DKK)
Smart (solar-first)	0.80 × 10.3 + 0 × 18.5 = 8.24 DKK
Dumb (charge immediately from grid at 2.00 DKK/kWh)	2.00 × 28.8 = 57.60 DKK

Reading the plan explanation

The PlanExplanation object is exposed as a HA sensor attribute on the hsem_working_mode sensor. In the Home Assistant developer tools (States) you can inspect it directly:

Entity: sensor.hsem_working_mode
Attributes:
  explanation:
    selected_strategy: grid_charge
    summary: "Pre-charge for evening discharge: 0.25 DKK night vs 3.20 DKK peak"
    score: 23.25
    estimated_total_cost: 6.75
    price_spread: 2.95
    peak_import_price: 3.20
    off_peak_import_price: 0.25
    forecast_pv_kwh: 4.5
    forecast_net_consumption_kwh: 16.5
    battery_soc_pct: 15.0
    battery_soc_at_end_pct: 10.0
    constraints: [winter_month, grid_charge_price_spread_met]
    rejected_plans:
      - name: no_action
        reason: "Peak-price import cost exceeds grid-charge cost plus cycle cost."
        estimated_cost: 30.00

Understanding `score`

score is the estimated saving of the selected plan versus the no_action baseline:

Positive score — the plan saves money compared to doing nothing. A score of 23.25 means the planner expects to save 23.25 DKK over the planning horizon.
Zero or near-zero score — flat price day or no arbitrage available.
Negative score (unusual) — the pre-charge overhead exceeds the discharge benefit within this specific horizon window. This can happen if the horizon ends before the discharge window is fully executed.

Understanding `constraints`

Common constraint tags and their meaning:

Tag	Meaning
`winter_month`	Current month is in `months_winter`; winter scheduling strategy active
`summer_month`	Not in winter months; summer scheduling strategy active
`no_price_spread`	Max − min import price is near zero; no grid-charge arbitrage
`grid_charge_price_spread_met`	Price spread exceeds min_price_difference threshold
`excess_export_enabled`	Excess export feature is active in config
`export_price_above_threshold`	Export price exceeds `excess_export_price_threshold`
`schedule_window_active`	At least one `battery_schedules` entry is enabled and active

Known limitations

Consumption prediction: legacy mode is averaged, not model-based

In legacy mode, the planner predicts house load from a weighted average of 1, 3, 7, and 14-day historical consumption per clock-hour. This works well for regular households but may under- or over-predict when:

An EV charges on an irregular schedule.
Seasonal load shifts (e.g. heating vs. cooling) haven't had time to appear in the lookback window.
Spike days (e.g. a party) pull the average up permanently.

The IQR median-ratio outlier detection algorithm flags anomalous windows, and the ML mode (ridge regression with day-of-week, seasonality, and outdoor temperature) addresses several of these limitations. See docs/consumption-prediction.md.

Prices are assumed known for the full horizon

The planner treats all price_points as equally reliable. In practice:

Today's prices are firm (EDS publishes by ~13:00).
Tomorrow's prices arrive around 13:00 CET and are typically available before the evening planning run.
Day +2 prices (72-hour horizon) may be unavailable or estimated.

Missing price data is surfaced in data_quality and triggers Degraded mode, but the planner proceeds using 0.0 as a fallback — which means it cannot meaningfully optimise slots where prices are absent.

PV forecast is a point estimate

Solcast provides a single pv_estimate per hour. There is no confidence interval or worst-case/best-case distinction exposed to the planner. The confidence decay factor (10 %/day) is a conservative heuristic, not a calibrated uncertainty model.

No intra-day re-planning of past slots

Slots marked time_passed are frozen. If the morning plan assumed 5 kWh of PV that didn't materialise (cloudy day), the afternoon plan starts fresh from the current SoC but does not retroactively account for the morning shortfall.

Grid export throttle is a binary threshold

The export_min_price threshold turns grid export on or off below a price level. There is no proportional throttle or ramp — the switch is instantaneous.

Battery round-trip efficiency is a fixed percentage

battery_conversion_loss_pct is a static configuration value. Real lithium batteries have efficiency curves that depend on charge rate, temperature, and SoC level. Using a conservative value (e.g. 10–15 %) compensates partially for this.

Single-zone tariff model

The planner applies a single import price and export price per slot. It does not model time-of-use (TOU) tariffs with multiple simultaneous price components (e.g. capacity tariffs, network fees, or spot + fixed-premium structures). These can be factored in manually by adjusting the import price values fed to the planner.

HSEM Documentation

Quick Reference

Home — User-facing overview: features, FAQ, working modes, battery schedules, excess export, consumption sensors
Battery Charging Economics — How to calculate the minimum charging price for a battery schedule
Architecture Overview — System context, layered architecture, module map, planning pipeline
Planner Specification — Normative — all planner invariants, rules, and constraints
Planner Technical Guide — How the planner works with worked examples
Cost Function Math — Complete mathematical formulation of the 8-term cost function
Energy Accounting — Physical energy flow model, SoC simulation, efficiency math
Candidate Generation — How candidates are generated, assumptions, partial-SoC
MILP Optimization — Full LP formulation, variable layout, constraints, and solver pipeline
Consumption Prediction — Weighted-average model, IQR outlier detection, spike suppression
Safety Modes — Degraded mode, read-only gate, write-verify applier, runtime resolver
Price Scaling — EDS price scaling, eds_share conversion factor
Services Reference — All 4 HSEM services with examples
Sensors Reference — Complete entity reference: all sensor, select, switch, number, and time entities
Dashboard Setup — Step-by-step ApexCharts dashboard with full YAML, layout reference, and troubleshooting
Config Flow Reference — Every config/options flow step and field
EV Charge Plan Setup — EV planned load configuration guide
EV Surplus Charging Automation — Wire your physical EV charger (go-e, Easee, Zaptec) to follow HSEM surplus recommendations
EV Optimal Charging Template — Legacy Home Assistant template sensor for cost-optimal EV charging
Forecast Accuracy Tracking — Forecast vs actual tracking system
Huawei Entities — Canonical HA entity ID reference
Troubleshooting Guide — Diagnose and fix common problems: missing data, wrong prices, write failures, battery behaviour
Quality Checks — Static quality tools and CI configuration

Uh oh!

planner guide

HSEM Planner — Technical Guide

Table of contents

Overview

Planning inputs

Temporal context

Battery hardware

Battery economics

Consumption prediction

Price data

PV forecast

Schedule windows

Excess export and grid controls

Seasonal configuration

EV planned load — primary EV

EV planned load — second EV

Planning outputs

Per-slot decisions (slots)

Recommendation values

How recommendations are assigned — priority layers

Layer 1 — Planner engine (pre-slot population)

Layer 2 — EV planned load labelling (engine, post-simulation)

Layer 3 — Runtime resolver (resolve_current_recommendation)

Summary: full priority stack (highest → lowest)

Charge and discharge windows (charge_windows, discharge_windows)

Plan metadata

Plan explanation (explanation)

EV planned load integration

Overview

No circular dependency

Three-field EV load model

Net load formula with EV

Slot selection strategy

Engine execution order

Partial current-slot scaling

Double-count prevention (base_load_includes_ev)

EV plan states

HA sensor entities

Net surplus model (and historical notes)

Cost function

Formula

Grid import cost

Export revenue

Conversion loss cost

Battery cycle cost

SoC penalties

Grid limit penalty

Override penalty

Terminal SoC accounting

Candidate generation and selection

Candidate strategies

Selection

Safety modes

Degraded mode levels

Critical vs. non-critical missing data

Safety gate behaviour

Data quality diagnostics

Fields

Home Assistant attribute serialisation

Scenario examples

Scenario 1: Winter day

Scenario 2: Summer day — high PV surplus

Scenario 3: Cheap night price — grid charge opportunity

Scenario 4: High PV day — excess export opportunity

Scenario 5: Flat price day — no arbitrage value

Scenario 6: EV charging — solar-first smart plan

Reading the plan explanation

Understanding score

Understanding constraints

Known limitations

Consumption prediction: legacy mode is averaged, not model-based

Prices are assumed known for the full horizon

PV forecast is a point estimate

No intra-day re-planning of past slots

Grid export throttle is a binary threshold

Battery round-trip efficiency is a fixed percentage

Single-zone tariff model

Uh oh!

Uh oh!

Per-slot decisions (`slots`)

Layer 3 — Runtime resolver (`resolve_current_recommendation`)

Charge and discharge windows (`charge_windows`, `discharge_windows`)

Plan explanation (`explanation`)

Understanding `score`

Understanding `constraints`