ha-config/config/packages/optimise_solar.yaml

automation:
  # The inverter can only generate 5kW of AC power. IFF the battery is not-full, it can generate 5kW of AC _and_ charge
  # battery at up to 6.6kW, which saturates our 8.46 kW of PV
  #
  # So, preventing the battery from getting full too early on a sunny day will increase our overall yield, because the
  # inverter won't have to derate the PV power to 5kW.
  #
  # [1]: https://discord.com/channels/936031869001158666/1008992991643455529
  # [2]: https://discord.com/channels/936031869001158666/936031869001158669/1011882768021590036
  - id: 05bdc8eb58714c26c2fe
    alias: Inverter - maximise output
    mode: restart
    trigger:
      - platform: state
        entity_id:
          - sensor.inverter_pv_power
          - sensor.inverter_battery_level
          - sensor.inverter_active_power
          - sensor.home_weather_cloud_coverage
          - sensor.home_weather_forecast_cloud_coverage
          - sensor.solcast_forecast_today
          - sensor.solcast_forecast_this_hour
          - sensor.solcast_forecast_remaining_today
          # - sensor.home_weather_forecast_condition
          - sensor.home_weather_condition
          # - weather.home
          - weather.home_hourly # can use attributes on this one to make decisions about the coming hours
          # - weather.home_weather
          - sun.sun # use `next_setting` attribute to ensure battery is online at least an hour before sunset
        not_to:
          - unavailable
          - unknown
    variables:
      # Magic numbers
      ems_self_consume: 0
      ems_forced: 2
      battery_charge: 0xAA
      battery_discharge: 0xBB
      battery_stop: 0xCC
      active_power_limit: 4999 # W
      active_power_buffer: 400 # W - how much below limit we want to sit
      battery_upper_limit: 99.5 # % - above this, let the BMS choose the charge rate
      battery_capacity: 12.8 # kWh

      # Shorthands
      current_active_power: "{{ states('sensor.inverter_active_power') | int(default=active_power_limit) }}"
      current_pv_power: "{{ states('sensor.inverter_pv_power') | int(default=0) }}"
      current_load_power: "{{ states('sensor.inverter_load_power') | int(default=current_pv_power) }}"
      current_ems_mode: "{{ states('sensor.inverter_ems_mode_raw') | int(default=-1) }}"
      current_battery_mode: "{{ states('sensor.inverter_forced_battery_mode_raw') | int(default=0)  }}"
      battery_level: "{{ states('sensor.inverter_battery_level') | float(default=100) }}"
      forced_battery_power: "{{ states('sensor.inverter_battery_forced_charge_discharge_power') | int(default=0) }}"
      forecast_total: "{{ states('sensor.solcast_forecast_today') | float(default=0) }}"
      forecast_remaining: "{{ states('sensor.solcast_forecast_remaining_today') | float(default=0) }}"
      forecast_hour: "{{ states('sensor.solcast_forecast_this_hour') | float(default=0) / 1000.0 }}"
      forecast_remaining_pessimistic: "{{ [0, forecast_remaining - forecast_hour] | max }}"
      # battery_lower_limit: >
      #   {% if is_state('sensor.home_weather_condition', 'sunny') %}
      #     {{ 10 }}
      #   {% elif is_state('sensor.home_weather_condition', 'partlycloudy') %}
      #     {{ 20 }}
      #   {% else %}
      #     {{ 70 }}
      #   {% endif %}
      battery_lower_limit: 10 # ignoring above as weather forecast is too unreliable anyway
      target_active_power: "{{ active_power_limit - active_power_buffer }}"
      # TODO: make this scale proportionally to how far it is from target battery charge.
      desired_forced_battery_power: >
        {% if current_pv_power > target_active_power %}
          {{ current_pv_power - target_active_power }}
        {% else %}
          10
        {% endif %}
      is_forced_charging: >
        {{ current_ems_mode == ems_forced and current_battery_mode == battery_charge }}
      is_forced_discharging: >
        {{ current_ems_mode == ems_forced and current_battery_mode == battery_discharge }}
      is_self_consuming: >
        {{ current_ems_mode == ems_self_consume }}
      kwh_until_full: >
        {{ battery_capacity * ((100 - battery_level)/100) }}
      enough_in_day: >
        {{ 2.5 * kwh_until_full < forecast_remaining_pessimistic }}
      generating_more_than_usage: >
        {{ current_pv_power > (1.5 * current_load_power) }}
      # target_battery_level: >
      #   {{ [[battery_lower_limit, 100.0 * (1.0 - (forecast_remaining_pessimistic/forecast_total)) | round(2)] | max, 100] | min }}
      target_battery_level: >
        {% if enough_in_day %}
          {{ [battery_level - 10, states('input_number.inverter_battery_reserve') | int + 5] | max }}
        {% else %}
          {{ [battery_level, states('input_number.inverter_battery_reserve') | int + 5] | max }}
        {% endif %}
      battery_high_enough: "{{ battery_level >= target_battery_level }}"
      battery_too_high: "{{ battery_level >= battery_upper_limit }}"
      sunsetting: >
        {{ now() + timedelta(hours = 2) > state_attr('sun.sun', 'next_setting') | as_datetime }}
      should_slow_battery: >
        {{
          not sunsetting
            and enough_in_day
            and generating_more_than_usage
            and battery_high_enough
            and not battery_too_high
        }}
      should_discharge_battery: >
        {{ should_slow_battery
          and current_pv_power < (target_active_power - 500)
          and battery_level < 92
        }}
      target_discharge_power: >
        {{ [10, ((target_active_power - 500) - current_pv_power) | int] | max }}
    action:
      # TODO: discharge battery if too high and PV has dropped while forecast remains high
      - choose:
          - conditions:
              - "{{ should_discharge_battery }}"
            sequence:
              - service: input_number.set_value
                target:
                  entity_id: input_number.inverter_forced_mode_battery_power
                data_template:
                  value: "{{ target_discharge_power }}"
              - condition: "{{ not is_forced_discharging }}"
              - service: script.inverter_force_battery_discharge
          - conditions:
              - "{{ should_slow_battery }}"
            sequence:
              - service: input_number.set_value
                target:
                  entity_id: input_number.inverter_forced_mode_battery_power
                data_template:
                  value: "{{ desired_forced_battery_power }}"
              - condition: "{{ not is_forced_charging }}"
              - service: script.inverter_force_battery_charge
          - conditions:
              - not:
                  - "{{ is_self_consuming }}"
            sequence:
              - service: script.inverter_self_consumption
        default: []

  - id: d5fa94e6-772a-4903-882a-4ed8cfd7854e
    alias: Inverter - maximise output (new)
    mode: restart
    trigger:
      - platform: state
        entity_id:
          - sensor.inverter_pv_power
          - sensor.inverter_battery_level
          - sensor.inverter_active_power
          - sensor.home_weather_cloud_coverage
          - sensor.home_weather_forecast_cloud_coverage
          - sensor.solcast_forecast_today
          - sensor.solcast_forecast_this_hour
          - sensor.solcast_forecast_remaining_today
          # - sensor.home_weather_forecast_condition
          - sensor.home_weather_condition
          # - weather.home
          - weather.home_hourly # can use attributes on this one to make decisions about the coming hours
          # - weather.home_weather
          - sun.sun # use `next_setting` attribute to ensure battery is online at least an hour before sunset
        not_to:
          - unavailable
          - unknown
    variables:
      # Magic numbers
      ems_self_consume: 0
      ems_forced: 2
      battery_charge: 0xAA
      battery_discharge: 0xBB
      battery_stop: 0xCC
      active_power_limit: 4999 # W
      active_power_buffer: 400 # W - how much below limit we want to sit
      battery_upper_limit: 99.5 # % - above this, let the BMS choose the charge rate
      battery_capacity: 12.8 # kWh

      # Shorthands
      current_active_power: "{{ states('sensor.inverter_active_power') | int(default=active_power_limit) }}"
      current_pv_power: "{{ states('sensor.inverter_pv_power') | int(default=0) }}"
      current_load_power: "{{ states('sensor.inverter_load_power') | int(default=current_pv_power) }}"
      current_ems_mode: "{{ states('sensor.inverter_ems_mode_raw') | int(default=-1) }}"
      current_battery_mode: "{{ states('sensor.inverter_forced_battery_mode_raw') | int(default=0)  }}"
      battery_level: "{{ states('sensor.inverter_battery_level') | float(default=100) }}"
      forced_battery_power: "{{ states('sensor.inverter_battery_forced_charge_discharge_power') | int(default=0) }}"
      forecast_total: "{{ states('sensor.solcast_forecast_today') | float(default=0) }}"
      forecast_remaining: "{{ states('sensor.solcast_forecast_remaining_today') | float(default=0) }}"
      forecast_hour: "{{ states('sensor.solcast_forecast_this_hour') | float(default=0) / 1000.0 }}"
      forecast_remaining_pessimistic: "{{ [0, forecast_remaining - forecast_hour] | max }}"
      # battery_lower_limit: >
      #   {% if is_state('sensor.home_weather_condition', 'sunny') %}
      #     {{ 10 }}
      #   {% elif is_state('sensor.home_weather_condition', 'partlycloudy') %}
      #     {{ 20 }}
      #   {% else %}
      #     {{ 70 }}
      #   {% endif %}
      battery_lower_limit: 10 # ignoring above as weather forecast is too unreliable anyway
      target_active_power: "{{ active_power_limit - active_power_buffer }}"
      # TODO: make this scale proportionally to how far it is from target battery charge.
      desired_forced_battery_power: >
        {% if current_pv_power > target_active_power %}
          {{ current_pv_power - target_active_power }}
        {% else %}
          10
        {% endif %}
      is_forced_charging: >
        {{ current_ems_mode == ems_forced and current_battery_mode == battery_charge }}
      is_forced_discharging: >
        {{ current_ems_mode == ems_forced and current_battery_mode == battery_discharge }}
      is_self_consuming: >
        {{ current_ems_mode == ems_self_consume }}
      kwh_until_full: >
        {{ battery_capacity * ((100 - battery_level)/100) }}
      enough_in_day: >
        {{ 2.5 * kwh_until_full < forecast_remaining_pessimistic }}
      generating_more_than_usage: >
        {{ current_pv_power > (1.5 * current_load_power) }}
      # target_battery_level: >
      #   {{ [[battery_lower_limit, 100.0 * (1.0 - (forecast_remaining_pessimistic/forecast_total)) | round(2)] | max, 100] | min }}
      target_battery_level: >
        {% if enough_in_day %}
          {{ battery_level - 10 }}
        {% else %}
          {{ battery_level }}
        {% endif %}
      battery_high_enough: "{{ battery_level >= target_battery_level }}"
      battery_too_high: "{{ battery_level >= battery_upper_limit }}"
      sunsetting: >
        {{ now() + timedelta(hours = 2) > state_attr('sun.sun', 'next_setting') | as_datetime }}
      should_slow_battery: >
        {{
          not sunsetting
            and enough_in_day
            and generating_more_than_usage
            and battery_high_enough
            and not battery_too_high
        }}
      target_discharge_power: >
        {% if (battery_level - target_battery_level) > 1 %}
          {{ [6000, (battery_level - target_battery_level) * 1000 | int] | min }}
        {% else %}
          100
        {% endif %}
    action:
      # TODO: discharge battery if too high and PV has dropped while forecast remains high
      - choose:
          - conditions:
              - "{{ should_slow_battery }}"
            sequence:
              - service: input_number.set_value
                target:
                  entity_id: input_number.inverter_forced_mode_battery_power
                data_template:
                  value: "{{ target_discharge_power }}"
              - condition: "{{ not is_forced_discharging }}"
              - service: script.inverter_force_battery_discharge
          - conditions:
              - not:
                  - "{{ is_self_consuming }}"
            sequence:
              - service: script.inverter_self_consumption
        default: []

template:
  - sensor:
      - unique_id: e1152f05-57d8-4821-b8fc-d6bca771a3b5
        name: Inverter target active power
        unit_of_measurement: W
        state_class: measurement
        device_class: power
        attributes:
          solar: "true"
        state: >-
          {{ 4999 - states('input_number.inverter_active_power_buffer') | int(default=400) }}

      - unique_id: a59d08fc-92bb-47c6-b015-8ed0e475f2e5
        name: Inverter desired forced battery power
        unit_of_measurement: W
        state_class: measurement
        device_class: power
        attributes:
          solar: "true"
        state: >-
          {% set current_pv_power = states('sensor.inverter_pv_power') | int(default=0) %}
          {% set target_active_power = states('sensor.inverter_target_active_power') | int %}

          {% if current_pv_power > target_active_power %}
            {{ current_pv_power - target_active_power }}
          {% else %}
            10
          {% endif %}

      - unique_id: d257272c-3ac0-4d93-9ef7-00717757cef3
        name: Solar forecast remaining pessimistic
        device_class: energy
        unit_of_measurement: kWh
        attributes:
          solar: "true"
        state: >-
          {% set forecast_remaining =  states('sensor.solcast_forecast_remaining_today') | float(default=0) %}
          {% set forecast_hour = states('sensor.solcast_forecast_this_hour') | float(default=0) / 1000.0 %}
          {{ [0, forecast_remaining - forecast_hour] | max }}

      - unique_id: dfdaea61-8c96-4b09-82bf-b76e25800cca
        name: Solar future peak amount
        device_class: energy
        unit_of_measurement: kWh
        attributes:
          solar: "true"
          period_start: >-
            {{ (state_attr('sensor.solcast_forecast_today', 'detailedForecast')
              | selectattr('period_start', 'ge', now())
              | max(attribute='pv_estimate90')).period_start }}
        state: >-
          {{ (state_attr('sensor.solcast_forecast_today', 'detailedForecast')
            | selectattr('period_start', 'ge', now())
            | max(attribute='pv_estimate90')).pv_estimate90 }}

      - unique_id: 6bf7ad20-cf6a-4689-8214-13cd63de80a9
        name: Inverter target battery level
        state_class: measurement
        unit_of_measurement: "%"
        attributes:
          solar: "true"
        state: >-
          {% set battery_lower_limit = states('input_number.inverter_battery_reserve') | int + 5 %}
          {% set forecast_remaining_pessimistic = states('sensor.solar_forecast_remaining_pessimistic') | float(default=0) %}
          {% set forecast_total = states('sensor.solcast_forecast_today') | float(default=0) %}

          {% if states('sensor.solar_future_peak_amount') | float(default=0) <= 1.5 %}
            100
          {% elif states('sensor.solar_future_peak_amount') | float(default=0) <= 2.5 %}
            90
          {% else %}
            {{ [[battery_lower_limit, 100.0 * (1.0 - (forecast_remaining_pessimistic/forecast_total)) | round(2)] | max, 100] | min }}
          {% endif %}

      - unique_id: f603d8f8-92ce-4e77-b271-048110394658
        name: Inverter battery mode
        attributes:
          solar: "true"
        icon: >-
          {% if this.state == 'self-consumption' %}
            mdi:battery-sync
          {% elif this.state == 'forced charging' %}
            mdi:battery-arrow-down
          {% elif this.state == 'forced discharging' %}
            mdi:battery-arrow-up
          {% elif this.state == 'forced stop' %}
            mdi:battery-off
          {% endif %}

        state: >-
          {% set ems = states('sensor.inverter_ems_mode_raw') | int(default=-1) %}
          {% set mode = states('sensor.inverter_forced_battery_mode_raw') | int(default=0) %}
          {% if ems == 0 %}
            self-consumption
          {% elif ems == 2 %}
            {% if mode == 0xAA %}
              forced charging
            {% elif mode == 0xBB %}
              forced discharging
            {% elif mode == 0xCC %}
              forced stop
            {% else %}
              unknown
            {% endif %}
          {% else %}
            unknown
          {% endif %}

input_number:
  inverter_active_power_buffer:
    name: Inverter active power buffer
    min: 100
    max: 1000
    step: 1
    unit_of_measurement: W
    mode: box