Home Assistant Blueprint For Heating/Cooling

heating-cooling.yaml

blueprint:
  name: Heating/Cooling Control and Window Sensor
  description: Control your heating and cooling with options for group home, if temp is below
    a specific value, set temp, and heating between specific times.
  homeassistant:
    min_version: "2024.6.0"
  domain: automation
  input:
    main_controls:
      name: Main controls
      input:
        state:
          name: Scheduled State
          description: The desired heating/cooling state based on schedule.
          selector:
            entity:
              filter:
                - integration: schedule_state
                
        weather:
          name: Weather sensor
          description: The sesnor that provides the current temperature.
          selector:
            entity:
              domain: sensor

        thermostat:
          name: Climate Device
          description: The climate device to use.
          selector:
            entity:
              domain: climate
              
        manual_control:
          name: Manual Temperature Control
          description: Check if thermostat control should not be automated
          selector:
            entity:
              domain: input_boolean

        door_sensors:
          name: Door/window open sensor
          description: Check if doors or windows are open
          selector:
            entity:
              domain: binary_sensor

#         zonename:
#           name: Zone
#           description: The zone to check for presence of people.
#           default: zone.home
#           selector:
#             entity:
#               domain: zone

    timing:
      name: Timing
      input:
        heating_grace_period:
          name: Grace period (heating)
          description: Amount of time you're allowed to leave doors open before action is taken
          default: 2
          selector:
            number:
              min: 1
              max: 20
              step: 1
              mode: slider

        cooling_grace_period:
          name: Grace period (cooling)
          description: Amount of time you're allowed to leave doors open before action is taken
          default: 5
          selector:
            number:
              min: 1
              max: 20
              step: 1
              mode: slider

#         group_presence:
#           name: Group Presence
#           description: Heat only if Person of Group was present in a given amount of time
#           default: 30
#           selector:
#             number:
#               min: 5
#               max: 60
#               step: 1
#               mode: slider
            
    temperature_activation:
      name: Temperature limits
      input:
        min_temp_heat:
          name: Minimum outdoor temperature to activate heating
          description: If outdoor temperature is below this value and someone is home, it turns
            heating on.
          default: 14
          selector:
            number:
              min: 12.0
              max: 18.0
              step: 0.5
              mode: slider
              
        max_temp_cool:
          name: Maximum outdoor temperature to activate cooling
          description: If outdoor temperature is above this value and someone is home, it turns
            AC on.
          default: 24
          selector:
            number:
              min: 18.0
              max: 28.0
              step: 0.5
              mode: slider

    temperature_control:
      name: Temperature settings
      input:
        temp_normal_heat:
          name: "Normal: Heating Temperature Target"
          description: Target temperature when in normal mode
          default: 18
          selector: &heating_target
            number:
              min: 14.0
              max: 25.0
              step: 0.5
              mode: slider
              
        temp_normal_cool:
          name: "Normal: Cooling Temperature Target"
          description: Target temperature when in normal mode
          default: 22
          selector: &cooling_target
            number:
              min: 18.0
              max: 25.0
              step: 0.5
              mode: slider
              
        temp_sleep_heat:
          name: "Sleep: Heating Temperature Target"
          description: Target temperature when in sleep mode
          default: 16
          selector: *heating_target

        temp_sleep_cool:
          name: "Sleep: Cooling Temperature Target"
          description: Target temperature when in sleep mode
          default: 20
          selector: *cooling_target
          
        temp_energy_heat:
          name: Energy Saving Temperature Target (Winter)
          description: When away or doors open, keep the Energy Saving Temperature
          default: 16
          selector: *heating_target
          
        temp_energy_cool:
          name: Energy Saving Temperature Target (Summer)
          description: When away or doors open, keep the Energy Saving Temperature
          default: 24
          selector: *cooling_target

        temp_toasty_heat:
          name: "Toasty: Heating Temperature Target"
          description: Target temperature when in toasty mode
          default: 20
          selector: *heating_target
          
        vacation_high:
          name: High temperature limit (vacation mode)
          description: When on vacation, turn on AC if temperature exceeds this setting
          default: 26
          selector:
            number:
              min: 20.0
              max: 28.0
              step: 0.5
              mode: slider
              
        vacation_low:
          name: Low temperature limit (vacation mode)
          description: When on vacation, turn on heating if temperature goes below this setting
          default: 16
          selector:
            number:
              min: 10.0
              max: 20.0
              step: 0.5
              mode: slider

variables:
  temp_normal_heat: !input 'temp_normal_heat'
  temp_toasty_heat: !input 'temp_toasty_heat'
  temp_sleep_heat: !input 'temp_sleep_heat'
  temp_energy_heat: !input 'temp_energy_heat'

  temp_normal_cool: !input 'temp_normal_cool'
  temp_sleep_cool: !input 'temp_sleep_cool'
  temp_energy_cool: !input 'temp_energy_cool'

  vacation_high: !input 'vacation_high'
  vacation_low: !input 'vacation_low'

mode: single

trigger:
- platform: homeassistant
  event: start
- platform: event
  event_type: automation_reloaded

- platform: state
  entity_id:
#     # react when people come home or leave
#     # not sure how this interacts with the time condition in "people_home"
#     - !input 'zonename'
    # react when scheduled state changes
    - !input 'state'
    # react when manual mode control is adjusted
    - !input 'manual_control'

# reactivate heating/cooling immediately once doors are all closed
- platform: state
  entity_id: !input 'door_sensors'
  to: 'off'

# take action after a few minutes of leaving doors open
- platform: state
  entity_id: !input 'door_sensors'
  for: &heating_grace_period
    hours: 0
    minutes: !input 'heating_grace_period'
    seconds: 0
  to: 'on'
  
- platform: state
  entity_id: !input 'door_sensors'
  for: &cooling_grace_period
    hours: 0
    minutes: !input 'cooling_grace_period'
    seconds: 0
  to: 'on'

# react to changes in outside temperature
- platform: numeric_state
  entity_id: !input 'weather'
  above: !input 'min_temp_heat'
  
- platform: numeric_state
  entity_id: !input 'weather'
  below: !input 'min_temp_heat'
  
- platform: numeric_state
  entity_id: !input 'weather'
  above: !input 'max_temp_cool'
  
- platform: numeric_state
  entity_id: !input 'weather'
  below: !input 'max_temp_cool'

condition:
- condition: not
  conditions:
  - condition: state
    entity_id: !input 'state'
    state: unavailable

action:
- choose:

  # automation is disabled
  - conditions:
    - condition: state
      entity_id: !input 'manual_control'
      state: 'on'
    sequence:

  # vacation mode
  # set the thermostat to a range that's not too hot, not too cold
  - conditions:
    - condition: state
      entity_id: !input 'state'
      state: vacation
    sequence:
    - service: climate.set_temperature
      data:
        # set the vacation mode temperature range; both heating and cooling are allowed
        entity_id: !input 'thermostat'
        hvac_mode: heat_cool
        target_temp_high: '{{ vacation_high }}'
        target_temp_low: '{{ vacation_low }}'

  # basic heating rule for "normal" state
  # - outdoor temp is below 'min_temp_heat'; and
  # - doors/windows are closed; and
  # - someone is at home, or has been home in the past 'group_presence' minutes
  # THEN: turn on thermostat and set target temperature to 'temp_normal_heat'
  - conditions:
    - condition: state
      entity_id: !input 'state'
      state: normal
    - &heating_allowed
      condition: numeric_state
      entity_id: !input 'weather'
      below: !input 'min_temp_heat'
    - &doors_closed
      condition: state
      entity_id: !input 'door_sensors'
      state: 'off'
#     - &people_home
#       condition: not
#       conditions:
#       - condition: state
#         entity_id: !input 'zonename'
#         for:
#           hours: 0
#           minutes: !input 'group_presence'
#           seconds: 0
#         state: 0
    sequence:
    - service: climate.set_temperature
      data:
        entity_id: !input 'thermostat'
        hvac_mode: heat
        temperature: '{{ temp_normal_heat }}'

  # sleep heating rule ("sleep" state)
  # re-uses all the logic from the basic heating rule
  # we like it cold in the house when we're sleeping
  - conditions:
    - condition: state
      entity_id: !input 'state'
      state: sleep
    - *heating_allowed
    - *doors_closed
#     - *people_home
    sequence:
    - service: climate.set_temperature
      data:
        entity_id: !input 'thermostat'
        hvac_mode: heat
        temperature: '{{ temp_sleep_heat }}'

  # extra-toasty heating rule ("toasty" state)
  # re-uses all the logic from the basic heating rule
  # special mode for the winter so you don't wake up to a freezing cold house
  - conditions:
    - condition: state
      entity_id: !input 'state'
      state: toasty
    - *heating_allowed
    - *doors_closed
#     - *people_home
    sequence:
    - service: climate.set_temperature
      data:
        entity_id: !input 'thermostat'
        hvac_mode: heat
        temperature: '{{ temp_toasty_heat }}'

  # explicit energy heating rule ("energy-saving" state)
  # re-uses all the logic from the basic heating rule
  # used if we know no one is going to be home for a while
  - conditions:
    - condition: state
      entity_id: !input 'state'
      state: energy-saving
    - *heating_allowed
    - *doors_closed
#     - *people_home
    sequence:
    - service: climate.set_temperature
      data:
        entity_id: !input 'thermostat'
        hvac_mode: heat
        temperature: '{{ temp_energy_heat }}'

  # basic cooling rule for "normal" state
  # re-uses all the logic from the basic heating rule, except instead of "heating_allowed",
  # we have "cooling_allowed", which is activated when it's hot outside
  # THEN: turn on thermostat and set target temperature to 'temp_normal_cool'
  - conditions:
    - condition: state
      entity_id: !input 'state'
      state: normal
    - &cooling_allowed
      condition: numeric_state
      entity_id: !input 'weather'
      above: !input 'max_temp_cool'
    - *doors_closed
#     - *people_home
    sequence:
    - service: climate.set_temperature
      data:
        entity_id: !input 'thermostat'
        hvac_mode: cool
        temperature: '{{ temp_normal_cool }}'

  # sleep cooling rule ("sleep" state)
  # re-uses all the logic from the basic heating rule
  # special mode for the winter so you don't wake up to a freezing cold house
  - conditions:
    - condition: state
      entity_id: !input 'state'
      state: sleep
    - *cooling_allowed
    - *doors_closed
#     - *people_home
    sequence:
    - service: climate.set_temperature
      data:
        entity_id: !input 'thermostat'
        hvac_mode: cool
        temperature: '{{ temp_sleep_cool }}'

  # windows open while it's cold outside
  # grace period has expired
  # never turn off the heat, this is Canada - just crank down the thermostat
  # send a notification
  # note: there is a gap of 'grace_period' in which the default rule will be used
  - conditions:
    - *heating_allowed
    - condition: state
      entity_id: !input 'door_sensors'
      state: 'on'
      for: *heating_grace_period
    sequence:
    - service: climate.set_temperature
      data:
        entity_id: !input 'thermostat'
        hvac_mode: heat
        temperature: '{{ (temp_energy_heat/2.0) | int }}'
    - service: notify.notify
      data:
        title: Doors/windows open
        message: "It's not a good time to leave your doors and windows open"

  # windows open while it's warm outside
  # grace period has expired
  # put AC at energy saving temperature
  # note: there is a gap of 'grace_period' in which the default rule will be used
  - conditions:
    - *cooling_allowed
    - condition: state
      entity_id: !input 'door_sensors'
      state: 'on'
      for: *cooling_grace_period
    sequence:
    - service: climate.set_temperature
      data:
        hvac_mode: cool
        temperature: '{{ temp_energy_cool }}'
        entity_id: !input 'thermostat'

  # energy saving heating rule for when no one is at home / has been at home for 'group_presence' minutes
  - conditions:
    - *heating_allowed
    - *doors_closed
#     - &people_not_home
#       condition: state
#       entity_id: !input 'groupname'
#       for:
#         hours: 0
#         minutes: !input 'group_presence'
#         seconds: 0
#       state: not_home
    sequence:
    - service: climate.set_temperature
      data:
        entity_id: !input 'thermostat'
        hvac_mode: heat
        temperature: '{{ temp_energy_heat }}'

  # energy saving cooling rule for when no one is at home / has been at home for 'group_presence' minutes
  - conditions:
    - *cooling_allowed
    - *doors_closed
#     - *people_not_home
    sequence:
    - service: climate.set_temperature
      data:
        entity_id: !input 'thermostat'
        hvac_mode: cool
        temperature: '{{ temp_energy_cool }}'

  # safe default - outside temperature is comfortable enough or some corner case we haven't directly accounted for
  # at least the house won't break
  default:
  - service: climate.set_temperature
    data:
      entity_id: !input 'thermostat'
      hvac_mode: heat_cool
      target_temp_high: '{{ vacation_high }}'
      target_temp_low: '{{ vacation_low }}'