UX-13 P4: the setup wizard for installers
The Setup tab draws the Installer view's page model one step at a time, from each field's `wizard` step in app/uilayout.py: meter (with the kettle test), inverters and batteries, solar (optional), prices, peak limit (battery modes: "comes in a later update", OPT-11), check and start. It reuses P2's controls and saves through /config/validate and /config/save. No route was added. - First run: /config/model says `setup_needed` when the stored options name no power request entity, or on a new install (no `setup_done` and no `auto` in the Store, control not started). The page opens #setup only when opened with no route. The wizard's save writes `setup_done`. - Kettle test: GET ha/entities?entity= reads one entity now, in W. The change decides: up keeps meter_invert off, down turns it on; a net or import/export meter that goes down blocks the step with what to check. - Last step: validate.setup_checks() beside the refusals: the meter reads, each power request entity exists in HA (bad if not, SAFETY-77), battery levels and power with direction, solar sign, prices. Saves with shadow_mode on by default, then a confirmed restart naming the 0 W. - P2 test finding (a): a stale save lists only the keys the other surface moved (the blob handed out on open, by fingerprint, against stored now). - test_setup.py; tools/ux13_wizard_blobs.py makes the 88 blobs the wizard can save; all accepted by Supervisor 2026.08.0 AppOptions (offline). - DECISIONS/UX-13-setup-wizard.md; DOCS "Setup, for a new install". Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01LyR88rXETvwhTgx6yHE39p
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@@ -66,6 +66,10 @@ What UX-02 made authoritative stays authoritative:
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to the existing `/config/validate` and `/config/save`, which turn it into
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options with `ui_to_options()` before the shipped validator runs. No route
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was added.
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- P4: the setup wizard draws the same model by each field's `wizard` step.
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Its tables (`KETTLE`, `SHADOW`) are in `uilayout.py`, and its live checks
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are rules, so they are in `validate.py` (`setup_checks`). settings.js still
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names no key. See [[UX-13-setup-wizard]].
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## 4. What this costs
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# UX-13 P4 — the setup wizard, and when it opens by itself
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**Status: DECIDED 2026-09-28 (P4 dev; the design and mockup were approved
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2026-09-27).** Card 6ab979852f3eca02fb40f69e. Builds on
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[[UX-13-one-layout-table]]. Design note: `goodwe-session/UX-13-design.md` §1, §3.6.
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## 1. What the wizard is
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The Setup tab draws the Installer view's page model one step at a time: a
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field is on step *n* when its `uilayout.Field` says `wizard=n`. It uses P2's
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controls, `/config/validate` and `/config/save`. No route was added.
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`uilayout.py` holds what a field cannot say: the kettle table (`KETTLE`), the
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optional step and the shadow switch (`SHADOW`). Step 5 has no battery modes
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yet (OPT-11); it says they come later.
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A step moves on when no refusal is anchored to one of its shown fields
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(`uipage.step_problems`). A refusal on a hidden field, a field on no step or
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no field at all blocks the last step, which lists every refusal.
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## 2. When it opens by itself (`uipage.setup_needed`)
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The page opens `#setup` only when it is opened with no route, and only when
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`/config/model` gives a reason:
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- **`no_power_request`**: the stored options name no inverter to control.
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- **`first_start`**: the Store has no `setup_done` and no `auto` key, and
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control is not started. `auto` is the key Start/Stop writes, and
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config.yaml ships `auto_start` off (the same "fresh install" reading as
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app/shadow.py's `auto` default), so this is a site that has never run or
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been stopped by hand and never finished the wizard.
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A site that runs control, or ever started or stopped it, is never sent to the
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wizard. Without a Store the answer is no. The wizard's save writes
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`setup_done` (an ISO time) to the Store. A save from the Installer view does
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not.
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**Not decided here, for the owner:** the add-on exits 78 before it serves the
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page when the stored options name no power request entity, which is what a
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brand-new install ships (config.yaml's `setpoint_entity: ""`). So on a truly
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new install the installer fills in "Inverter setpoint entity" on the
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Configuration tab first, and the wizard opens on the next page visit.
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Serving a setup-only page from a refused configuration would change the CFG-01
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startup gate and UX-02 §4 ("the panel is not available when it is most
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needed"), so it is left as an open question.
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## 3. The kettle test and the sign checks
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Step 1 reads the meter's entities now (`GET ha/entities?entity=`, one
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`hass.state()` read, in W) before and after a kettle is switched on. The
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change, not the sign, decides: a rise of at least 500 W keeps `meter_invert`
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off, a fall turns it on. For a net entity or import and export, a fall cannot
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be fixed by an option, so the step is not passed and the page says what to
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check. A meter the add-on reads itself (HomeWizard, MQTT) cannot be read by
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the page, so the test is skipped and Home shows the direction after the
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restart. The installer may skip the test; the last step then warns.
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The battery and solar signs cannot be forced from the page, which never
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commands an inverter. The last step reports each battery's reading with its
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direction ("reads 800 W charging now, so check the inverter shows the same")
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and warns when a solar entity reads below zero without its "reads negative"
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switch.
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## 4. The last step
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`validate.setup_checks()` sits beside the rules because it names option keys.
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It reads nothing itself: `web.py` passes a Home Assistant entity list at most
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5 s old, the running options, the running meter reading and today's price
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count. Tiers are ok, info, warn and bad. A power request entity missing from
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Home Assistant is **bad**, because a write to it is answered 200 (SAFETY-77)
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and only the entity list can tell. The wizard does not save while anything is
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bad. It then saves through P2's path (`setup: "done"`) and asks for the
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restart as the second, confirmed request, with a dialog that names the 0 W.
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The shadow switch is on by default and writes `shadow_mode: on`, which holds
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every inverter at 0 W after a restart even if control is started. Off keeps the
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stored value, or `auto` if that was `on`.
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## 5. The stale save lists only what moved (P2 test, finding a)
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`/config/model` remembers the last 16 blobs it handed out, by fingerprint. On a
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stale save the add-on compares that blob with what is stored now, so the banner
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lists only the other surface's changes. `changed` (stored against the posted
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blob) is unchanged for the classic page's "theirs → mine" list. When the
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fingerprint was not handed out by this process, it falls back to `changed`.
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## 6. How it is held
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- test_setup.py: the steps and tables, the kettle logic (and the page's copy of
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it), step blocking, the first-run rule on new and TEST-23 sites, the live
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checks, the save through the P2 path, the stale fix, and the words.
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- tools/ux13_wizard_blobs.py produces every blob the wizard can save from a new
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install and three TEST-23 sites (88 accepted by the shipped validator). At P4
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all 88 were accepted by Supervisor 2026.08.0's `AppOptions`, offline, 78
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keys each.
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