zone-presence-people-device.yaml

zone-presence-people-device.yaml

blueprint:
  name: Zone Presence of People & Devices
  description: >
    # 🌐 Zone Presence of People & Devices
    
    **Version: 1.0**


    Smart tracking for smarter living! 🎯
    
    
    **If you like my blueprints, and would like to show your support or just say thank you?** [Click Here](https://www.paypal.com/donate/?hosted_button_id=WAZS3QSDTPGA8) 🙂
    
    
    <details>
    <summary><b>The Automation Process:</b> 👈</summary>

      - **Presence Detection:**
        - The blueprint monitors selected people or devices within the chosen zone.
        - It checks whether the required **minimum count** is met for being **inside** or **outside** the zone.

      - **Toggle Helper Control:**

        Useful if you want a presence helper that can be updated in one location but used in many automations.

        - When conditions are met:
          - Turns the **Toggle Helper** ON after the configured delay.
        - When conditions are no longer met:
          - Turns the **Toggle Helper** OFF after the configured delay.

      - **Bypass:**

        - Allows you to enable or disable the automation.

      - **Custom Actions (Optional):**
        - Run additional actions when the automation turns ON or OFF.
    </details>
    
    
    Need help? 

    - FAQ: [Click Here](https://community.home-assistant.io/t/940901/2)
  
    - Community Support Including Updates: [Click Here](https://community.home-assistant.io/t/940901)


    Required = *
  domain: automation
  input:
    trigger:
      name: "Trigger *"
      icon: mdi:cog-outline
      collapsed: true
      input:
        zone:
          name: Zone to Monitor *
          description: >
            The zone where presence should be checked (e.g., Home, Work).
          default: []
          selector:
            entity:
              filter:
                domain: zone
        zone_condition:
          name: Zone Condition
          description: >
            Choose whether the automation should turn ON when the selected people/devices are **inside** the zone or **outside** the zone.
          default: inside_zone
          selector:
            select:
              options:
                - label: Inside Zone
                  value: "inside_zone"
                - label: Outside Zone
                  value: "outside_zone"
        tracking_mode:
          name: Tracking Mode
          description: >
            Select if you want to track `People` or `Devices`.
          default: people
          selector:
            select:
              options:
                - label: People
                  value: "people"
                - label: Devices
                  value: "devices"
        people:
          name: People to Track
          description: >
            The person entities to monitor. Only used if Tracking Mode is set to People.


            Home Assistant can track the location of your people entities, which are typically linked to one or more devices (phone, tablet, watch, etc.).
            To utilize this option, ensure you have set up person entities in Home Assistant and that each person is assigned to the correct device(s).


            **Tip** - While you can assign multiple devices to a person, only one reliable device (usually a phone with location services enabled) is needed for accurate presence tracking.
            Using multiple devices may cause conflicts if their locations differ.
            For best results, assign one primary device per person, or switch to **Devices** tracking mode and select the single device that is always with them.
          default: []
          selector:
            entity:
              filter:
                domain: person
              multiple: true
        devices:
          name: Devices to Track
          description: >
            The device entities to monitor. Only used if Tracking Mode is set to Devices.


            Home Assistant can track the location of your devices (such as mobile phones) within designated zones using the Home Assistant mobile app or other device trackers.
            To use this option, set up the relevant zones and configure your devices for tracking in Home Assistant.


            **Tip** - For reliable device presence tracking, it is best to use one device that is always with you (usually a phone) rather than multiple devices, to avoid conflicts.
          default: []
          selector:
            entity:
              filter:
                domain: device_tracker
              multiple: true
        min_count:
          name: Minimum Required
          description: >
            The minimum number of selected people or devices that must match the zone condition (inside or outside the selected zone) for the automation to trigger ON.


            **Example** - If you have four people or devices and the zone condition is set to **Inside Zone**, you might set this to 1. If the zone condition is **Outside Zone**, you would likely set it to 4.
          default: 1
          selector:
            number:
              min: 1
              max: 10
              step: 1
    presence_helper_settings:
      name: "Presence Helper"
      icon: mdi:account-multiple-check-outline
      collapsed: true
      input:
        include_presence_helper:
          name: Presence Helper Option (Optional)
          description: >
            Enable or disable the use of a presence helper for tracking.


            This is useful if you want a single presence helper (toggle helper) that can be updated in one place but reused across multiple automations.


            **Example** - Use the presence helper as a bypass switch or in a global condition in one of my other blueprints, such as the Sensor Light blueprint **State Control**, or in your own custom automations, either within this automation's custom actions or elsewhere.
          default: disable_presence_helper
          selector:
            select:
              options:
                - label: Enable presence helper option
                  value: "enable_presence_helper"
                - label: Disable presence helper option
                  value: "disable_presence_helper"
        presence_helper:
          name: Presence Helper
          description: >
            The presence helper (toggle helper) that will be toggled ON and OFF.
          default: []
          selector:
            entity:
              filter:
                domain: input_boolean
        presence_helper_on_delay:
          name: Delay Before Turning ON
          description: >
            Delay in minutes before turning ON the presence helper after conditions are met.
          default: 0
          selector:
            number:
              min: 0
              max: 60
              step: 1
              unit_of_measurement: minutes
        presence_helper_off_delay:
          name: Delay Before Turning OFF
          description: >
            Delay in minutes to wait before turning OFF the presence helper after conditions are no longer met.
          default: 0
          selector:
            number:
              min: 0
              max: 60
              step: 1
              unit_of_measurement: minutes
    bypass_settings:
      name: "Bypass"
      icon: mdi:cog-pause-outline
      collapsed: true
      input:
        include_bypass:
          name: Bypass Option (Optional)
          description: >
            Enable or disable the use of a bypass switch to temporarily disable this automation.
          default: disable_bypass
          selector:
            select:
              options:
                - label: Enable bypass option
                  value: "enable_bypass"
                - label: Disable bypass option
                  value: "disable_bypass"
        bypass_entity:
          name: Bypass Switch
          description: >
            Select a toggle helper (input_boolean) that will bypass this automation while it is ON.
          default: []
          selector:
            entity:
              filter:
                domain: input_boolean
    custom_actions_settings:
      name: "Custom Actions"
      icon: mdi:code-tags
      collapsed: true
      input:
        include_custom_actions:
          name: Use the Custom Action Options (Optional)
          description: >
            Enable the use of custom actions, allowing you to add any actions you would like to run when the automation turns ON or OFF.
          default: []
          selector:
            select:
              options:
                - label: Enable Custom Actions - ON
                  value: "enable_on_custom_actions"
                - label: Enable Custom Actions - OFF
                  value: "enable_off_custom_actions"
              multiple: true
        on_custom_actions:
          name: Custom Actions - Start
          description: >
            The actions to run when the automation turns ON.
          default: []
          selector:
            action:
        off_custom_actions:
          name: Custom Actions - End
          description: >
            The actions to run when the automation turns OFF.
          default: []
          selector:
            action:

mode: restart

variables:
  zone_entity: !input zone
  zone_name: "{{ zone_entity.split('.')[-1] }}"
  zone_condition: !input zone_condition
  tracking_mode: !input tracking_mode
  people: !input people
  devices: !input devices
  min_count: !input min_count

  include_presence_helper: !input include_presence_helper
  presence_helper: !input presence_helper
  presence_helper_on_delay: !input presence_helper_on_delay
  presence_helper_off_delay: !input presence_helper_off_delay

  include_bypass: !input include_bypass
  bypass_entity: !input bypass_entity
  include_custom_actions: !input include_custom_actions
  on_custom_actions: !input on_custom_actions
  off_custom_actions: !input off_custom_actions

triggers:
  - trigger: state
    id: "t0"
    entity_id: !input people
  - trigger: state
    id: "t1"
    entity_id: !input devices

# All Conditions
condition:

# Trigger conditions
  - condition: or
    conditions:
      - condition: and # trigger for people
        conditions:
          - condition: template
            value_template: "{{ tracking_mode == 'people' }}" 
          - condition: trigger
            id: 't0'
      - condition: and # trigger for devices
        conditions:
          - condition: template
            value_template: "{{ tracking_mode == 'devices' }}" 
          - condition: trigger
            id: 't1'

# Check Bypass
  - condition: or
    conditions:
      - "{{ include_bypass == 'disable_bypass' }}"
      - "{{ bypass_entity == [] }}"
      - "{{ (include_bypass == 'enable_bypass') and (states[bypass_entity].state == 'off') }}"

action:
  - choose:
      - conditions:
          - condition: template
            value_template: >
              {% if tracking_mode == 'people' %}
                {{ (state_attr(zone_entity, 'persons') | list | select('in', people) | list | length) >= min_count if zone_condition == 'inside_zone'
                  else (people | reject('in', state_attr(zone_entity, 'persons') | list) | list | length) >= min_count }}
              {% else %}
                {{ expand(devices) | selectattr('state', 'eq', zone_name) | list | length >= min_count if zone_condition == 'inside_zone'
                  else expand(devices) | rejectattr('state', 'eq', zone_name) | list | length >= min_count }}
              {% endif %}
        sequence:
          - alias: "Parallel actions to turn on"
            parallel:
              - sequence:
                  - choose:
                    - alias: "Check if toggle helper is enabled and helper is OFF"
                      conditions:
                        - condition: template
                          value_template: "{{ include_presence_helper == 'enable_presence_helper' }}"
                        - condition: template
                          value_template: "{{ is_state(presence_helper, 'off') }}"
                      sequence:
                        - delay:
                            minutes: "{{ presence_helper_on_delay }}"
                        - action: homeassistant.turn_on
                          target:
                            entity_id: "{{ presence_helper }}"
              - sequence:
                  - choose:
                    - alias: "Perform the custom ON action"
                      conditions:
                        - condition: template
                          value_template: "{{ 'enable_on_custom_actions' in include_custom_actions }}"
                      sequence: !input on_custom_actions
    default:
      - alias: "Parallel actions to turn off"
        parallel:
          - sequence:
              - choose:
                - alias: "Check if toggle helper is enabled and helper is ON"
                  conditions:
                    - condition: template
                      value_template: "{{ include_presence_helper == 'enable_presence_helper' }}"
                    - condition: template
                      value_template: "{{ is_state(presence_helper, 'on') }}"
                  sequence:
                    - delay:
                        minutes: "{{ presence_helper_off_delay }}"
                    - action: homeassistant.turn_off
                      target:
                        entity_id: "{{ presence_helper }}"
          - sequence:
              - choose:
                - alias: "Perform the custom OFF action"
                  conditions:
                    - condition: template
                      value_template: "{{ 'enable_off_custom_actions' in include_custom_actions }}"
                  sequence: !input off_custom_actions