❄️ Template Climate

The climate_template platform creates climate devices that combine integrations and provides the ability to run scripts or invoke services for each of the set_* commands of a climate entity.

Disclaimer

This is a fork of the original repository jcwillox/hass-template-climate which seems to be unmaintained at the time with several pull requests pending. As those were very useful to my usage I decided to fork and merge the work of the corresponding authors to allow for simple usage of the integration through HACS. Therefore all the corresponding rights belong to the original authors. I also lately started to fix some additional users issues and adding some functionality, trying to keep compatibility but please note, that there are some breaking changes from the original version.

Breaking changes from jcwillox versions

• Config parameter modes renamed to hvac_modes
• hvac_modes list is set only to ["off", "heat"] by default.
• preset_modes, fan_modes and swing_modes are now not set by default and shall be configured only if being used and set to the used miminum list of modes.

Presets modes to function as Presets profiles

For long time I wanted climate preset modes to function as profiles. So you can have profile which has defined any climate attributes like hvac mode, fan mode, swing mode, target temperatures and humidity and by single click activate such profile. User shall be able to modify any given preset attribute value using both HA GUI and services calls. Also set presets attributes values shall be preserved over HA restarts. Now all of this is possible! To controll this feature three new configuration options presets_features, presets_template and presets_set were introduced.

presets_features

presets_features - this is bit flag to identify which parameters (hvac mode, fan mode, swing mode, target temperatures and humidity) you would like to be managed by presets:

1 - presets attributes are changeable via HA
2 - presets attributes are preserved over HA restarts
4 - hvac mode is preset attribute
8 - fan mode is preset attribute
16 - swing mode is preset attribute
32 - target temperature is preset attribute
64 - high/low temperature are presets attribute
128 - target humidity is preset attribute

The presets_features value shall be the sum of off the active faterure values as above. If set to 0, than presets are disabled.

presets_template

presets_template - in case it is possible to set/change persets attributes directly on the managed device and you need to sync changed to the HA, you need to provide presets_template which returns dictionary object containing all presets each containing every preset attribute. Example of the return object with all presets attributes managed:

'some_preset_name': {
  'hvac_mode': 'heat',
  'fan_mode": 'on',
  'swing_mode": 'fast',
  'target_temperature': 22,
  'target_temperature_low': 19,
  'target_temperature_high': 23
},
'other_preset_name': {
  'hvac_mode': 'off',
  ....
}, ...

set_presets

set_presets - it is template to set / synchronize managed device presets atributes to the values managed in HomeAssistant. Therefore if you change preset attribute value in HA it will be propagated to the managed device. This template is called with two variables, presets variable contains complete list of all presets, each will all managed presets attributes i.e.:

'some_preset_name': {
  'hvac_mode': 'heat',
  'fan_mode": 'on',
  'swing_mode": 'fast',
  'target_temperature': 22,
  'target_temperature_low': 19,
  'target_temperature_high': 23
},
'other_preset_name': {
  'hvac_mode': 'off',
  ....
}, ...

The other valiable changed only contains the preset mode and attribute which triggered the run:

{'some_preset_name': { 'target_temperature': 24 } }

Please check example presets configuration bellow to see how to both construct required dictionary objects and how to prase those in template.

Configuration

All configuration variables are optional. If you do not define a template or its corresponding action the climate device will not register to HA given attribute/function, e.g. either swing_mode_template or set_swing_mode shall be defined (together with allowed swing_modes) for the climate entity to have a working swing mode functionality.

Name	Type	Description	Default Value
name	string	The name of the climate device.	"Template Climate"
unique_id	string	The unique id of the climate entity.	None
mode_action	string	possible value: parallel, queued, restart, single. For explanation see script documentation.	single
max_action	positive_int	Limits number of concurent runs of actions. Used together with parallel and queued mode_action, set to positive number greater than 1. For explanation see script documentation.	1
presets_features	positive_int	Define list of features which will be supported by preset_mode feature as bit flags. See example for options. Default value 0 means presets are disabled	0
icon_template	template	Defines a template for the icon of the sensor.
entity_picture_template	template	Defines a template for the entity picture of the sensor.
availability_template	template	Defines a template to get the available state of the component. If the template returns true, the device is available. If the template returns any other value, the device will be unavailable. If availability_template is not configured, the component will always be available.	true
current_temperature_template	template	Defines a template to get the current temperature.
current_humidity_template	template	Defines a template to get the current humidity.
target_temperature_template	template	Defines a template to get the target temperature of the climate device.
target_temperature_low_template	template	Defines a template to get the target temperature low of the climate device with the HEAT_COOL hvac_mode.
target_temperature_high_template	template	Defines a template to get the target temperature high of the climate device with the HEAT_COOL hvac_mode.
presets_template	template	Defines template to get all presets values as dictionary object / json. Please see example of the required data structure.
target_humidity	template	Defines a template to get the target humidity of the climate device.
hvac_mode_template	template	Defines a template to get the hvac mode of the climate device.
fan_mode_template	template	Defines a template to get the fan mode of the climate device.
preset_mode_template	template	Defines a template to get the preset mode of the climate device.
swing_mode_template	template	Defines a template to get the swing mode of the climate device.
hvac_action_template	template	Defines a template to get the hvac action of the climate device.
set_temperature	action	Defines an action to run when the climate device is given the set temperature command. Can use temperature, target_temp_high, target_temp_low and hvac_mode variable.
set_humidity	action	Defines an action to run when the climate device is given the set humidity command. Can use humidity variable.
set_hvac_mode	action	Defines an action to run when the climate device is given the set hvac mode command. Can use hvac_mode variable.
set_fan_mode	action	Defines an action to run when the climate device is given the set fan mode command. Can use fan_mode variable.
set_preset_mode	action	Defines an action to run when the climate device is given the set preset mode command. Can use preset_mode variable.
set_swing_mode	action	Defines an action to run when the climate device is given the set swing mode command. Can use swing_mode variable.
set_presets	action	Defines and action to run when any actviated preset feature value is changed. Should use presets variable (all presets features current values) or changed variable (only contains updated feature value which triggered update). See example of the variables format.
hvac_modes	list	A list of supported hvac modes. Needs to be a subset of the default climate device hvac_modes values: off, heat, cool, heat_cool, auto, dry, fan	["off", "heat"]
preset_modes	list	A list of supported preset modes. Custom presets modes are allowed. Default list of HA preset_modes.
fan_modes	list	A list of supported fan modes. Custom fan modes are allowed. Default list of HA fan_modes.
swing_modes	list	A list of supported swing modes. Custom swing modes are allowed. Default list of HA swing_modes.
min_temp	float	Minimum temperature set point available.	7
max_temp	float	Maximum temperature set point available.	35
min_humidity	float	Minimum humidity set point available.	30
max_humidity	float	Maximum humidity set point available.	99
precision	float	The desired precision for this device.	0.1 for Celsius and 1.0 for Fahrenheit.
temp_step	float	Step size for temperature set point.	1

Example Configuration

climate:
  - platform: climate_template
    name: Bedroom Aircon

    hvac_modes:
      - "auto"
      - "dry"
      - "off"
      - "cool"
      - "fan_only"
    min_temp: 16
    max_temp: 30

    # get current temp.
    current_temperature_template: "{{ states('sensor.bedroom_temperature') }}"

    # get current humidity.
    current_humidity_template: "{{ states('sensor.bedroom_humidity') }}"

    # swing mode switch for UI.
    swing_mode_template: "{{ states('input_boolean.bedroom_swing_mode') }}"

    # available based on esphome nodes' availability.
    availability_template: "{{ is_state('binary_sensor.bedroom_node_status', 'on') }}"

    # example action
    set_hvac_mode:
      # allows me to disable sending commands to aircon via UI.
      - condition: state
        entity_id: input_boolean.enable_aircon_controller
        state: "on"

      # send the climates current state to esphome.
      - service: esphome.bedroom_node_aircon_state
        data:
          temperature: "{{ state_attr('climate.bedroom_aircon', 'temperature') | int }}"
          operation_mode: "{{ states('climate.bedroom_aircon') }}"
          fan_mode: "{{ state_attr('climate.bedroom_aircon', 'fan_mode') }}"
          swing_mode: "{{ is_state_attr('climate.bedroom_aircon', 'swing_mode', 'on') }}"
          light: "{{ is_state('light.bedroom_aircon_light', 'on') }}"

      # could also send IR command via broadlink service calls etc.

Example action to control existing Home Assistant devices

climate:
  - platform: climate_template
    # ...
    set_hvac_mode:
      # allows you to control an existing Home Assistant HVAC device
      - service: climate.set_hvac_mode
        data:
          entity_id: climate.bedroom_ac_nottemplate
          hvac_mode: "{{ states('climate.bedroom_ac_template') }}"

Example of using presets modes to control boiler with multiple heating modes with independent temperatures

climate:
  - platform: climate_template
    name: "Heating Circuit 1"
    unique_id: "climate_template_heating_hc1"
    mode_action: "queued"
    max_action: 3
    # only heat mode is defined (no off mode), as boiler uses freeze 'protection' preset mode as off     
    hvac_modes:
      - "heat"
    # custom defined presets to match boiler mode
    preset_modes:
      - "automatic"
      - "comfort"
      - "reduced"
      - "protection"
    # active preset features set as bits: 1 (presets are editable via HA) + 2 (presets are saved and restore in HA) + 32 (preset allowed for target temperature) = 35
    presets_features: 35
    min_temp: 10
    max_temp: 30
    temp_step: 0.5
    # get current boiler target temperature
    current_temperature_template: "{{ states('sensor.boiler_hc1_room_temperature_actual_value') }}"
    # just to init default hvac mode (only 'heat' mode is used)
    hvac_mode_template: "heat"
    # get current active preset mode if changed on boiler controller
    preset_mode_template: "{{ states('select.boiler_hc1_operating_mode') | lower }}"
    # updates integration presets temperatures if changed on boiler controller
    presets_template: "{{ {'automatic': { 'target_temperature': states('number.boiler_hc1_room_temperature_comfort_setpoint')}, 'comfort': { 'target_temperature': states('number.boiler_hc1_room_temperature_comfort_setpoint')}, 'reduced': { 'target_temperature': states('number.boiler_hc1_room_temperature_reduced_setpoint')}, 'protection': { 'target_temperature': states('number.boiler_hc1_room_temperature_protection_setpoint')}} }}"
    hvac_action_template: "{% if 'Heating' in states('sensor.boiler_hc1_status') %}heating{% else %}idle{% endif %}"
    # updates boiler controller temperatures if changed via HomeAssistant
    set_presets:
      # set boiler comfort preset temperature
      - if:
          - condition: template
            value_template: "{{ ( 'automatic' in changed and 'target_temperature' in changed.automatic ) or ( 'comfort' in changed and 'target_temperature' in comfort.automatic ) }}"
        then:    
          - service: number.set_value
            target:
              entity_id: "number.boiler_hc1_room_temperature_comfort_setpoint"
            data:
              value: "{% if 'automatic' in changed and 'target_temperature' in changed.automatic %}{{ changed.automatic.target_temperature }}{% else %}{{ changed.automatic.target_temperature }}{% endif %}"
      # set boiler reduced preset temperature
      - if:
          - condition: template
            value_template: "{{ ( 'reduced' in changed and 'target_temperature' in reduced.automatic ) }}"
        then:
          - service: number.set_value
            target:
              entity_id: "number.boiler_hc1_room_temperature_reduced_setpoint"
            data:
              value: "{{ changed.reduced.target_temperature }}"
      # set boiler freeze protection temperature
      - if:
          - condition: template
            value_template: "{{ ( 'protection' in changed and 'target_temperature' in protection.automatic ) }}"
        then:
          - service: number.set_value
            target:
              entity_id: "number.boiler_hc1_room_temperature_protection_setpoint"
            data:
              value: "{{ changed.protection.target_temperature }}"
    # set boiler current preset mode
    set_preset_mode:
      - service: select.select_option
        target:
          entity_id: select.boiler_hc1_operating_mode
        data:
          option: "{{ preset_mode | title }}"

Use Cases

• Merge multiple components into one climate device (just like any template platform).
• Control optimistic climate devices such as IR aircons via service calls.