Precedence arbiter: one rule instead of an if/else ladder
Two controllers writing one actuator is the failure this system exists to
avoid. "Exactly one writer" was true, but only as a convention held up by
careful reading - which does not survive an EV charger and a heat pump wanting
the same battery.
Strategies now return claims and arbiter.py resolves them:
highest-priority `set` wins (none at all means 0 W), then every `limit` whose
priority is >= that set's applies, most restrictive first; contradictory
limits command 0 W and are flagged as the bug they are.
The second clause is the whole point. "Money outranks maintenance" used to be a
hand-written exception inside a Jinja template; it is now a consequence of the
priorities - the charge-only limit binds the loop but cannot bind a
higher-priority peak claim.
Also: maintenance shaping moved out of control.py, which is a controller again
and not a policy engine; the loop now tracks the arbiter's actual output rather
than its own last wish, so it does not jump when it regains control; and every
decision explains itself ("loop -> 0 W, limited by maintenance(charge-only)")
in the UI and the log.
19 new assertions in test_arbiter.py, each one a precedence question someone
will eventually ask in the field. Deployed to the reference site as 0.2.0 and
holding grid within a few watts of zero.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_016NckgXecasQb2eSsPYNSW6
This commit is contained in:
@@ -0,0 +1,116 @@
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"""Who gets to command the inverter, and why.
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Every strategy - the grid-following loop, the maintenance cycle, peak shaving,
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the safety stops - stops writing the setpoint directly and instead returns a
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CLAIM each cycle. This module resolves the claims into one number.
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⚠️ THE REASON THIS EXISTS. Two controllers writing one actuator is the failure
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this whole system is built to avoid: it is what the vendor controller did to the
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reference site, and §4.4 of the project notes calls it out by name. Before this
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module, "exactly one writer" was a convention held up by an if/else ladder and
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careful reading. With an EV charger and a heat pump eventually wanting the same
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battery, a convention is not good enough - so precedence is now a first-class
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object with one rule and a printable explanation.
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THE RULE, in full:
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1. The highest-priority `set` claim wins. If there is no set claim at all, the
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target is 0 W - fail toward inaction, never "hold the last value".
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2. Every `limit` claim whose priority is >= the winning set's priority is then
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applied. Most restrictive wins.
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3. Contradictory limits (lo > hi) are a BUG, not a tie to break: command 0 W
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and say so loudly.
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Clause 2 is the interesting one. It is what makes "money outranks maintenance"
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a consequence of the priorities instead of a special case somebody can forget:
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the maintenance charge-only limit binds the loop, but a higher-priority peak
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shaving claim simply is not bound by it.
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"""
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from dataclasses import dataclass, field
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from math import inf
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# Priorities live here and nowhere else. The moment these become magic numbers
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# scattered through the strategies, the whole point of this module is lost.
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P_SAFETY = 100 # stopped, inputs missing, shutting down, device limits
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P_MAINTENANCE = 60 # maintenance owns the actuator outright (drain, hold)
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P_PEAK = 50 # capacity-tariff peak shaving - costs real money
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P_MAINT_SHAPE = 40 # maintenance shaping the loop (charge-only)
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P_LOOP = 10 # ordinary grid-following
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SET = "set"
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LIMIT = "limit"
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@dataclass(frozen=True)
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class Claim:
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source: str
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priority: int
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kind: str = SET
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value: float = 0.0 # for SET
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lo: float = -inf # for LIMIT
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hi: float = inf # for LIMIT
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reason: str = ""
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@staticmethod
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def set(source: str, priority: int, value: float, reason: str = "") -> "Claim":
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return Claim(source, priority, SET, value=value, reason=reason)
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@staticmethod
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def limit(source: str, priority: int, lo: float = -inf, hi: float = inf,
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reason: str = "") -> "Claim":
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return Claim(source, priority, LIMIT, lo=lo, hi=hi, reason=reason)
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@dataclass
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class Resolution:
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target_w: float
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winner: str # which source set the value
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bound_by: str | None = None # which limit actually changed it, if any
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contradiction: bool = False
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considered: list = field(default_factory=list)
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def explain(self) -> str:
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"""One line an operator can act on - this is the point of the module."""
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if self.contradiction:
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return f"CONTRADICTION between limits - commanding 0 W ({self.winner})"
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if self.bound_by:
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return f"{self.winner} -> {self.target_w:.0f} W, limited by {self.bound_by}"
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return f"{self.winner} -> {self.target_w:.0f} W"
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def resolve(claims: list) -> Resolution:
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sets = sorted((c for c in claims if c.kind == SET),
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key=lambda c: c.priority, reverse=True)
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if sets:
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winner = sets[0]
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else:
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# No strategy asked for anything. That is not "carry on as before" - the
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# inverter holds its last command forever, so silence must mean zero.
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winner = Claim.set("failsafe", P_SAFETY, 0.0, "no claim was made")
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lo, hi = -inf, inf
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lo_src = hi_src = None
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for c in claims:
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if c.kind != LIMIT or c.priority < winner.priority:
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continue
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if c.lo > lo:
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lo, lo_src = c.lo, c
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if c.hi < hi:
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hi, hi_src = c.hi, c
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considered = [f"{c.source}:{c.kind}" for c in claims]
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if lo > hi:
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return Resolution(0.0, winner.source, bound_by=None,
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contradiction=True, considered=considered)
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target = max(lo, min(hi, winner.value))
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bound_by = None
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if target != winner.value:
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binder = lo_src if target == lo else hi_src
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if binder is not None:
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bound_by = f"{binder.source}({binder.reason})" if binder.reason else binder.source
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return Resolution(float(target), winner.source, bound_by, False, considered)
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@@ -44,9 +44,6 @@ def compute(
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actual_w: float,
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tuning: Tuning,
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sat_count: int = 0,
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*,
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charge_only: bool = False,
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charge_floor_w: float = 0.0,
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) -> Decision:
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"""One control cycle. A cycle is one meter update (~5 s on a HomeWizard P1).
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@@ -83,15 +80,10 @@ def compute(
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else:
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want = prev_w + tuning.gain * grid_w
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# --- maintenance charge shaping ---------------------------------------
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# Applied BEFORE clamp and slew so a forced charge is still rate-limited
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# like any other demand.
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if charge_only:
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want = min(want, 0.0)
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reason = "charge-only"
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if charge_floor_w > 0:
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want = min(want, -charge_floor_w)
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reason = "charge-floor"
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# ⚠️ Maintenance shaping (charge-only, cheap-window floor) used to live
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# here. It now belongs to arbiter.py as limit claims, so that precedence
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# between strategies is decided in ONE place. This function is again what it
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# should be: a controller that knows only about tracking the meter.
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# --- ORDER MATTERS: clamp -> slew -> freeze ----------------------------
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# An early draft applied a floor after the clamp and let demand escape it.
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@@ -32,6 +32,9 @@ from datetime import datetime, timezone
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import aiohttp
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from .arbiter import (
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P_LOOP, P_MAINT_SHAPE, P_MAINTENANCE, P_SAFETY, Claim, resolve,
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)
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from .control import Tuning, compute, maintenance_charge_floor, peak_at_risk
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from .hass import HomeAssistant
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from .maintenance import IDLE, MaintConfig, Maintenance
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@@ -158,17 +161,17 @@ class Controller:
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# -- the cycle -----------------------------------------------------------
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async def cycle(self) -> None:
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"""Gather claims, resolve precedence, write the winner.
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Nothing here decides who wins - arbiter.py does, by one rule. This
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method's only job is to state honestly what each strategy wants.
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"""
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now = datetime.now(timezone.utc)
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result = self.maint.tick(now, self.soc)
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for msg in result.events:
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self.log_event(msg)
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# ⚠️ Fail toward inaction, and do it ACTIVELY. If the inputs are missing
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# we command 0 rather than replaying the last value. The YAML
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# implementation this replaces kept replaying its last setpoint when the
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# meter died - which the hardware watchdog cannot catch, because from the
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# ESP32's point of view Home Assistant is still talking to it.
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stale_after = float(self.o.get("stale_input_s", 15))
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if not self.inputs_ok:
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bad_for = (now - self.inputs_bad_since).total_seconds() if self.inputs_bad_since else 0.0
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@@ -177,52 +180,73 @@ class Controller:
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# going, and give it a few seconds to come back.
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self.reason = f"inputs missing {bad_for:.0f}s"
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return
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if self.target != 0.0:
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self.log_event(f"inputs missing for {bad_for:.0f}s - commanding 0 W")
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self.target, self.reason = 0.0, "inputs-missing"
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await self.write_setpoint(0.0)
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return
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if result.owns_setpoint:
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# drain / hold / abort: maintenance drives directly.
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self.target = float(result.setpoint_w or 0.0)
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self.reason = f"maintenance:{result.phase}"
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self.sat_count = 0
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await self.write_setpoint(self.target)
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return
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claims = []
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# --- safety limits: these bind EVERY strategy, always ----------------
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# Defence in depth: write_setpoint() clamps to the device range too. The
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# duplication is deliberate - one of them is the policy, the other is the
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# last thing between a bug and the hardware.
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if self.dev_min is not None and self.dev_max is not None:
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claims.append(Claim.limit("device", P_SAFETY, self.dev_min, self.dev_max, "rating"))
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max_w = float(self.o.get("max_w", 2000))
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claims.append(Claim.limit("supervised", P_SAFETY, -max_w, max_w, "max_w"))
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# --- safety stops ----------------------------------------------------
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if not self.auto:
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self.target, self.reason = 0.0, "stopped"
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await self.write_setpoint(0.0)
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return
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claims.append(Claim.set("safety", P_SAFETY, 0.0, "stopped"))
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elif not self.inputs_ok:
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if self.target != 0.0:
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self.log_event("inputs missing - commanding 0 W")
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claims.append(Claim.set("safety", P_SAFETY, 0.0, "inputs missing"))
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charge_floor = 0.0
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charge_only = result.charge_only
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if charge_only:
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# Money outranks the maintenance schedule (see control.peak_at_risk).
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# --- maintenance -----------------------------------------------------
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if result.owns_setpoint:
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claims.append(Claim.set("maintenance", P_MAINTENANCE,
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float(result.setpoint_w or 0.0), result.phase))
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self.sat_count = 0
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elif result.charge_only:
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# Money outranks the maintenance schedule: while the quarter-hour
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# projection is over the cap, the charge-only shaping is simply not
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# claimed, so the loop can discharge and shave the peak. When a
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# dedicated peak-shaving strategy arrives it will claim SET at
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# P_PEAK and outrank this limit without any code here changing.
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if peak_at_risk(self.peak_fc, float(self.o.get("peak_cap_w", 3500))):
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charge_only = False
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self.log_event("peak at risk - suspending charge-only clamp")
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elif self.cheap:
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charge_floor = maintenance_charge_floor(
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float(self.o.get("maintenance_charge_w", 2500)),
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self.peak_fc,
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float(self.o.get("peak_cap_w", 3500)),
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)
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self.log_event("peak at risk - maintenance charge shaping suspended")
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else:
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hi = 0.0
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reason = "charge-only"
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if self.cheap:
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floor = maintenance_charge_floor(
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float(self.o.get("maintenance_charge_w", 2500)),
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self.peak_fc, float(self.o.get("peak_cap_w", 3500)))
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if floor > 0:
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hi, reason = -floor, "cheap-window charge"
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claims.append(Claim.limit("maintenance", P_MAINT_SHAPE, hi=hi, reason=reason))
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decision = compute(
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prev_w=self.target,
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grid_w=self.grid,
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actual_w=self.batt,
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tuning=self.tuning,
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sat_count=self.sat_count,
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charge_only=charge_only,
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charge_floor_w=charge_floor,
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)
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if decision.frozen and self.sat_count < self.tuning.saturation_cycles:
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self.log_event(f"saturation freeze ({self.target:.0f} W vs {self.batt:.0f} W)")
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self.target, self.sat_count, self.reason = (
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decision.target_w, decision.sat_count, decision.reason)
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# --- the grid-following loop -----------------------------------------
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if self.auto and self.inputs_ok:
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# ⚠️ prev is the ARBITER's last output, not the loop's own last
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# wish. If something outranked the loop, that is what the hardware
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# actually did, and the controller must track reality or it jumps
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# the moment it regains control.
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decision = compute(
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prev_w=self.target,
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grid_w=self.grid,
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actual_w=self.batt,
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tuning=self.tuning,
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sat_count=self.sat_count,
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)
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if decision.frozen and self.sat_count < self.tuning.saturation_cycles:
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self.log_event(f"saturation freeze ({self.target:.0f} W vs {self.batt:.0f} W)")
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self.sat_count = decision.sat_count
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claims.append(Claim.set("loop", P_LOOP, decision.target_w, decision.reason))
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resolution = resolve(claims)
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if resolution.contradiction:
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self.log_event("ARBITER CONTRADICTION - commanding 0 W, see the log")
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self.target = resolution.target_w
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self.reason = resolution.explain()
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await self.write_setpoint(self.target)
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# -- tasks ---------------------------------------------------------------
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