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Let batteries detect their phase next to steered ones (#732) - #735

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Oct 18, 2026
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@tomquist tomquist commented Oct 18, 2026 •

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Why

A battery with no stored phase reports phase 0 and finds its phase on its own. It zeroes its output, takes a baseline, steps its output, and looks for the meter phase that moved by at least half the step. While it does this it is not steered. AstraMeter got in the way of that in three ways. Refs #732.

  1. Steered batteries cancelled the probe. The battery that is detecting reports its own output. Its neighbours on the steering pool see the grid drop by that output and back off by the same amount, so the meter barely moves and the probe misses its threshold. Firmware-accurate simulation: 16 of 32 slow-ramp runs failed on the same phase and 3 of 144 across phases. Both are 0 after the fix.
  2. Phase-0 batteries were counted in the pool. A battery that stays at phase 0 took a share in the fair split and the balance correction, so the steered batteries covered only about 75 % of the load. With the reproduced setup the residual grid import went from 41/78/150 W down to about 5 W. Whether this changes anything for the Venus E Mini in [Feature / Bug]: Support for Marstek Venus E Mini & multi-battery balancing issues #732 is not established.
  3. Replies went out during a meter outage. A battery in the middle of a probe received the zeros AstraMeter sends while the meter is unavailable, and could end up on no phase or a wrong one such as D.

What changed

  • Docs: docs/ct002-ct003-protocol.md gets a new section, Battery-side phase detection, reverse engineered from the HMG-50 v156, VNSE3-0 v151, VNSD-0 v151, HME-3 and B2500 (HMJ-2 v110) firmware. It covers the phase byte, what starts a detection, the attempt sequence with its thresholds and timers, what a battery reports while detecting (this is backed by the device log in Venus 3.0: Seltsames Verhalten alle 35 minutes #652), how a reply is accepted, and what an emulator has to do.
  • Simulator: BatterySimulator(phase_detection=True) runs the HMG-50 or Venus detector exactly as the firmware does (src/astrameter/simulator/phase_detection.py), including reply acceptance, meter offline after failed polls, and steering on the total with "sum all phases". B2500 is documented but not modelled. A poll that gets no reply now counts as a failed poll on Python 3.10 too: asyncio.TimeoutError only became the built-in TimeoutError in 3.11.
  • Venus D: the VNSD-0 v151 detection routine, CT reply parser and MQTT handler are the same code as the VNSE3-0 v151 ones; only some fields of one structure sit a byte lower. The Venus D's power setter, which detection and steering both go through, adds two PV rules: charging gives way to PV, and a full battery in surplus feed-in never outputs less than PV + 10 W. Both can make a probe miss its threshold; they are battery-internal and nothing in a CT reply changes them. The simulator applies them to a VNSD-0 in firmware mode (surplus_feed_in stands in for the unidentified setting).
  • CT002 (Python and ESPHome, kept in parity):
    • A battery in inspection mode gets no reply while the meter is unavailable.
    • Batteries that are not on a steered phase are left out of the balancer pool and out of peak shaving.
    • The power reported by those batteries is added back onto the grid value the steered batteries see, so a probe isn't cancelled.
  • Tests: new E2E scenarios in tests/test_e2e_phase_detection.py run against both backends. They cover a battery on each phase, a battery next to a steering one, a meter outage during the probe, a meter that isn't ready at startup, a slow meter, a low-charge (charging) probe, CT003 per-phase and total-only, and a stuck battery that must not hold back a steered one. There are also unit tests for the pool and probe behaviour, the Venus D PV rules, and a shared parity test for the outage.

Open points (not in this PR)

  • When two batteries detect at the same time, both probes show up and HMG-50 gives up with phase 5. Fixing that means serializing detection; a test for it is held back until we decide on that.
  • Steering across phases with several batteries is still split 1/N.
  • Batteries in Manual or Passive mode report 0 W while detecting, so there is nothing to compensate for them.
  • None of this has been confirmed on hardware.

Verification

  • uv run ruff format . && uv run ruff check . && uv run mypy src/ && uv run pytest: 1998 passed, 58 skipped (Python 3.13); 1988 passed on Python 3.10 before merging develop
  • uv run pytest tests/components/ct002/ (ESPHome host binaries recompiled) and the C++ gtests: pass
  • Steering evaluation: neutral (its scenarios don't use firmware mode, so the Venus D rules don't touch it)

Checklist

  • Base branch is develop, not main
  • uv run ruff format . && uv run ruff check . && uv run mypy src/ && uv run pytest
  • Python ↔ ESPHome parity held for shared CT002 behaviour, or does not apply (CONTRIBUTING.md)
  • web/ changes: rebuilt the dashboard bundle (cd web && npm run build:dashboard) and committed it (n/a)
  • User-visible change: one bullet under ## Next in CHANGELOG.md

🤖 Generated with Claude Code

https://claude.ai/code/session_014H5tgBTWQQnbJaLzGpiZQE

Summary by CodeRabbit

  • Bug Fixes

    • Improved battery phase detection when other batteries are steering or meter readings are interrupted, helping batteries find their phase without disrupting active control.
    • Phase-detecting batteries no longer affect peak shaving or cancel steering targets for batteries with an assigned phase.
    • During a meter outage, phase-detecting devices receive no response instead of a zero-valued response.
  • New Features

    • The battery simulator can model firmware phase detection, including probe behavior, meter outages, and Venus D solar charging and surplus feed-in.
  • Documentation

    • Updated protocol and simulator guides with phase-detection behavior and clarified probe details.

tomquist and others added 5 commits October 18, 2026 08:30
…ator

Disassembled the phase detection in the HMG-50 v156 and VNSE3-0 v151 Control
images (and the B2500 HMJ-2 v110 routine) and wrote it up under
"Battery-side phase detection" in docs/ct002-ct003-protocol.md: the phase
byte and when it is sent as 0, the triggers, the BMS gate, one attempt step
by step (zero, baseline, probe, threshold, decision, timeout, retries), what
a reply must satisfy (CT type, bound CT MAC, changing info_idx), and the
B2500's separate state machine.

The simulator gains astrameter.simulator.phase_detection, a pass-by-pass
reimplementation of both Venus detectors, and BatterySimulator takes
phase_detection=True (opt-in; existing scenarios are unchanged). With it the
battery reports what it detects, steers only once it has a phase, on that
phase's bucket, and handles replies the way the firmware parser does. The
B2500 is documented but not modelled: its probe power, timeout and
"producing" field are not resolved yet.

Also corrects the "full discharge, then full charge" sweep description in
the protocol notes, the inspection-filter comments (Python and ESPHome) and
the issue #652 test docstring: the firmware probes with one step in one
direction.

Tests: unit tests per firmware rule, battery reply handling, and an e2e
baseline (both families, each phase, Python and ESPHome backends).

Co-Authored-By: Claude Opus 5.5 <[email protected]>
Claude-Session: https://claude.ai/code/session_014H5tgBTWQQnbJaLzGpiZQE
…able

During a meter outage both stacks answered every battery with a [0, 0, 0]
hold (issue #403). A battery detecting its phase compares each reading it
accepts with the baseline it took before probing, so the zeros read as a move
on every phase that carried load: an HMG-50 ends detection with phase 5 for
good, and a Venus can store a wrong phase, typically D from the total. The
emulator now leaves such a poll unanswered (Python _serve, ESPHome
handle_request_); the battery keeps its last real reading and waits or times
out and retries. Steered batteries still get the hold.

New e2e scenarios (Python and ESPHome backends) drive the firmware detector
through: a battery joining one that already steers, on another phase and on
its own; a meter outage mid-probe; a meter not ready at startup; a slow meter;
a charging probe at low SoC; and CT003 with per-phase and total-only meters.
The outage and startup cases failed before this fix.

The simulator's firmware mode now honours the "sum all phases" setting
(dchrg_t, factory default 1): with it the battery steers on total_power
divided by the sum of all bucket counts, as the firmware does.

The parity test and the unit test that pinned the zero hold for inspection
polls now expect no reply.

Co-Authored-By: Claude Opus 5.5 <[email protected]>
Claude-Session: https://claude.ai/code/session_014H5tgBTWQQnbJaLzGpiZQE
A battery reporting phase 0 is answered with the raw reading and never steered,
yet both stacks counted it in the balancer's pool: it was handed a fair share
it never takes, and the balance term pulled the steered batteries toward its
reported output. Next to a battery stuck in detection at ~0 W, as the Venus E
Mini in issue #732, an HMG-50 covered only about three quarters of the load
(share=141 for grid=282 in the reporter's log; 41/78/150 W left on the grid
for 150/300/600 W of load in the simulator, CT002 and CT003, per-phase and
total-only meter alike).

The pool (Python _compute_smooth_target, ESPHome
collect_reports_for_balancer_) now holds only batteries on a steered phase, and
peak shaving no longer counts a detecting battery's output as steered demand.

New tests: a unit test pinning the neighbour's correction (132.6 W before,
282 W after, for the reporter's numbers), and an e2e scenario on both backends
with a battery whose detection cannot start next to a steered one, including
the reporter's CT003 / total-only setup. Detection itself is unaffected: the
reporter's setup detects in all 16 simulated variants before and after. The
steering evaluation is neutral (priority-weighted -0.1%, no guardrail
regressions).

Co-Authored-By: Claude Opus 5.5 <[email protected]>
Claude-Session: https://claude.ai/code/session_014H5tgBTWQQnbJaLzGpiZQE
A battery detecting its phase steps its own output and watches which phase
of the reading follows. AstraMeter saw that step as a grid change and steered
the other batteries to cancel it, so a slowly ramping step never moved the
reading by the threshold (same phase) or moved a second phase too (another
phase; an HMG-50 then gives up). In the simulator, with a steering HMG-50
next to a battery ramping at 50-100 W/s, 16 of 32 detections failed for good;
leaving phase-0 batteries out of the steering pool (d77a82f) had made this
worse, from 1 of 32, by handing the neighbour the full correction.

Active control now steers on the grid as it would read without the step: the
power batteries on phase 0 report is added back onto the total (Python
_probe_output, ESPHome probe_output_). That keeps their output out of peak
shaving's demand too. A battery reporting 0, such as one stuck in detection,
adds nothing, so the pool fix still holds for it.

Batteries do report the step while detecting. HMG-50 v156 and VNSE3-0 v151
fill the power field in work modes Auto and AI (0 in Manual and Passive), and
detection leaves the mode alone. The B2500 (HMJ-2 v110) always sends its two
DC channels' output, g1 + g2. The issue #652 log shows a real Venus E 3.0 on
phase 0 reporting 0, 232, 1603, 1941, then 1993 W before committing to A.

Simulator: slow-ramp failures 16/32 -> 0/32 on the same phase; with a
neighbour on another phase and a per-phase meter, 3/144 -> 0/144, and the
worst grid excursion during detection stays at the probe itself (800 W).
New unit and e2e tests (both backends) fail before and pass after. The
steering evaluation is neutral (no guardrail regressions).

Co-Authored-By: Claude Opus 5.5 <[email protected]>
Claude-Session: https://claude.ai/code/session_014H5tgBTWQQnbJaLzGpiZQE
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  • CHANGELOG.md
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  • src/astrameter/simulator/battery_phase_detection_test.py
  • src/astrameter/simulator/phase_detection.py
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Walkthrough

The change adds HMG-50 and Venus phase-detection behavior to the battery simulator. CT002 excludes batteries still detecting their phase from active steering while accounting for their reported output. Phase-detection requests receive no response when the meter is unavailable.

Changes

Phase Detection and CT002 Control

Layer / File(s) Summary
Phase detector rules and model
src/astrameter/simulator/phase_detection.py, src/astrameter/simulator/phase_detection_test.py, docs/ct002-ct003-protocol.md
Adds shared, HMG-50, and Venus detector behavior, with tests for detection rules. The protocol documentation describes observed firmware behavior, including B2500 detection.
Battery simulator integration
src/astrameter/simulator/battery.py, src/astrameter/simulator/battery_phase_detection_test.py, docs/simulator.md
Adds optional phase detection to BatterySimulator, including meter-reply handling and steering from selected CT readings. Tests cover configuration, phase reporting, and reply handling.
CT002 control and meter-outage handling
src/astrameter/ct002/ct002.py, esphome/components/ct002/ct002.cpp, esphome/components/ct002/ct002.h, tests/test_ct002_active_control.py, tests/test_ct002_protocol.py, tests/components/ct002/test_shared_e2e.py, docs/ct002-ct003-protocol.md, tests/test_issue652_inspection_sweep.py, CHANGELOG.md
Both CT002 implementations exclude unsteered consumers from active-control reports and peak shaving, and add their output to the grid total. They send no response to phase-detection requests when the meter is unavailable. Regression tests and documentation cover these behaviors.
Cross-backend phase-detection validation
tests/test_e2e_phase_detection.py, tests/_ct002_e2e_backend.py
Adds end-to-end coverage using Python and ESPHome emulators, including meter outages, delayed readings, and phase detection beside a steering battery.

Priority: ➖ Normal

Estimated code review effort: 4 (Complex) | ~60 minutes

Severity of issue fixed: Medium

Sequence Diagram(s)

sequenceDiagram
  participant BatterySimulator
  participant CT002
  participant PhaseDetector
  BatterySimulator->>CT002: Send request with reported phase
  CT002-->>BatterySimulator: Return CT readings and meter identity
  BatterySimulator->>PhaseDetector: Provide readings, SoC, and meter status
  PhaseDetector-->>BatterySimulator: Return probe command or detected phase
  BatterySimulator->>CT002: Send request with reported phase
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Merge Risk: ⚪ Minimal · up to 913e2

The change adds phase-detection modelling to the simulator and adjusts CT002 steering and meter-outage handling. No concrete merge-blocking risk was identified in the supplied context. Hardware behavior has not been confirmed.

Pre-merge checks: Passed 4 · Failed 1

Failed Failed checks: 1 warning

Check name Status Explanation Resolution
Docstring Coverage Warning Docstring coverage is 29.61% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Analyzed 152 functions across 13 files. (3 skipped… Write docstrings for the functions missing them to satisfy the coverage threshold.
Passed Passed checks: 4 passed
Check name Status Explanation
Linked Issues check Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check Passed Check skipped because no linked issues were found for this pull request.
Title check Passed The title clearly and concisely describes the main change: enabling batteries to detect their phase next to steered batteries.
Description check Passed The description includes a clear rationale, detailed changes, open points, verification results, and the required checklist. The web build item is correctly marked as not applicable.
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Explanation

Docstring coverage is 29.61% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Analyzed 152 functions across 13 files. (3 skipped: 3 unsupported.)

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tomquist and others added 4 commits October 18, 2026 12:25
On Python 3.10, asyncio.wait_for raises asyncio.TimeoutError, which is not
the built-in TimeoutError until 3.11. The simulated battery only caught the
built-in one, so an unanswered poll crashed it instead of counting as a
failed poll. That never mattered while the emulator answered every poll;
now it stays silent towards a battery detecting its phase during a meter
outage, which broke the phase-detection E2E tests on 3.10.

Co-Authored-By: Claude Opus 5.5 <[email protected]>
Claude-Session: https://claude.ai/code/session_014H5tgBTWQQnbJaLzGpiZQE
Nothing confirms this change fixes anything on the Mini.

Co-Authored-By: Claude Opus 5.5 <[email protected]>
Claude-Session: https://claude.ai/code/session_014H5tgBTWQQnbJaLzGpiZQE
@tomquist
tomquist marked this pull request as ready for review October 18, 2026 14:05

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Actionable comments posted: 1


  • 🪄 Fix comments: Fix CodeRabbit comments on this PR
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Inline comments:
Review comments at @CHANGELOG.md:
- Around line 7-11: In the changelog entry for this change, merge the three
bullets into exactly one compact bullet under “Next” describing the overall
outcome: batteries detect their phase alongside steered batteries and during
meter dropouts, and a battery still at phase 0 no longer holds back the others.
Retain the relevant issue and pull request references.

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  • CHANGELOG.md
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  • esphome/components/ct002/ct002.cpp
  • esphome/components/ct002/ct002.h
  • src/astrameter/ct002/ct002.py
  • src/astrameter/simulator/battery.py
  • src/astrameter/simulator/battery_phase_detection_test.py
  • src/astrameter/simulator/phase_detection.py
  • src/astrameter/simulator/phase_detection_test.py
  • tests/_ct002_e2e_backend.py
  • tests/components/ct002/test_shared_e2e.py
  • tests/test_ct002_active_control.py
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  • tests/test_e2e_phase_detection.py
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Comment thread CHANGELOG.md Outdated
tomquist and others added 2 commits October 18, 2026 14:13
The three fixes are one change for #732, and the changelog takes one bullet
per change.

Co-Authored-By: Claude Opus 5.5 <[email protected]>
Claude-Session: https://claude.ai/code/session_014H5tgBTWQQnbJaLzGpiZQE
VNSD-0 v151 was compared with VNSE3-0 v151 instruction by instruction. The
phase-detection routine, the CT reply parser and the MQTT seq_check /
rechrg_seq handler are the same code; only some fields of one structure sit a
byte lower. The power setter that detection and steering both go through
(0x0800a968) adds two PV rules the Venus E 3.0 does not have:

- charging gives way to PV: once a PV input delivers more than 10 W, AC
  charging is cut so PV plus AC charging stays within the charge limit
  (capped at 2500 W);
- surplus feed-in: with the battery full (100 %, held to 95 %), PV present and
  a setting on, the output never drops below the PV power plus 10 W.

Detection's threshold stays half the configured power, so on a Venus D a
charge probe fails once PV leaves less than that, and a probe during feed-in
fails once PV plus 10 W exceeds it. BatterySimulator applies both rules to
every command of a VNSD-0 with phase detection on; surplus_feed_in stands in
for the unidentified setting. The protocol doc gets a Venus D subsection.

Co-Authored-By: Claude Opus 5.5 <[email protected]>
Claude-Session: https://claude.ai/code/session_014H5tgBTWQQnbJaLzGpiZQE
@tomquist
tomquist merged commit 045d562 into develop Oct 18, 2026
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@tomquist
tomquist deleted the claude/focused-shannon-dkvej2 branch October 18, 2026 16:42
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