ha-smart-thermostat-control/ha-smart-thermostat-control.yaml

blueprint:
  name: "Smart Thermostat Controller"
  author: Andreas Gammelgaard Damsbo
  description: |
    Advanced thermostat automation with window/door sensors, presence detection, time schedules, and holiday calendar integration.

    SETUP REQUIRED:
    1. Create an input_boolean helper (Settings > Devices & Services > Helpers > Toggle) for manual override tracking
    2. Create a timer helper (Settings > Devices & Services > Helpers > Timer) for override duration
  domain: automation
  source_url: https://gdamsbo.dk/forgejo/andreas/ha-smart-thermostat-control/raw/branch/main/ha-smart-thermostat-control.yaml
  input:
    thermostat:
      name: Thermostat
      description: Select the thermostat(s) to control.
      selector:
        entity:
          domain:
          - climate
          multiple: true
    manual_override_helper:
      name: Manual Override Helper
      description: Select an input_boolean helper to track manual temperature overrides. Create one in Settings > Devices & Services > Helpers.
      selector:
        entity:
          domain:
          - input_boolean
          multiple: false
    override_timer:
      name: Override Timer
      description: Select a timer helper to manage override duration. Create one in Settings > Devices & Services > Helpers > Timer.
      selector:
        entity:
          domain:
          - timer
          multiple: false
    override_duration:
      name: Manual Override Duration
      description: 'How long manual temperature changes should override the schedule. This sets the timer duration. (Default = 120 minutes)'
      default: 120
      selector:
        number:
          mode: box
          min: 30.0
          max: 480.0
          unit_of_measurement: minutes
          step: 30.0
    window_sensor:
      name: Window / Door Sensor Group
      description: Select your grouped or single window / door sensor.
      selector:
        entity:
          domain:
          - binary_sensor
          multiple: true
    window_delay:
      name: Window / Door Sensor Delay
      description: 'Time the sensor needs to stay the same after change to trigger the automation. (Default = 5s)'
      default: 5
      selector:
        number:
          mode: box
          min: 0.0
          max: 600.0
          unit_of_measurement: seconds
          step: 5.0
    outdoor:
      name: Outdoor Temperature Sensor
      description: Select your outdoor temperature sensor.
      selector:
        entity:
          domain:
          - sensor
          multiple: false
    wintermode:
      name: Winter Mode Threshold
      description: 'The outside temperature needs to be below this to activate winter mode. (Default = 16°C)'
      default: 16
      selector:
        number:
          step: 1
          min: 10.0
          max: 25.0
          unit_of_measurement: °C or °F
          mode: slider
    wintermode_delay:
      name: Winter Mode Delay
      description: 'Time the outside temperature needs to stay above the winter mode temperature to turn the heating off.'
      default: 30
      selector:
        number:
          mode: box
          min: 1.0
          max: 1440.0
          unit_of_measurement: minutes
          step: 5.0
    schedule_helper:
      name: Schedule Helper
      description: Select the schedule helper entity to determine day/night heating times.
      selector:
        entity:
          domain:
          - schedule
          multiple: false
    day_temp:
      name: Day Time Temperature Target
      default: 21
      selector:
        number:
          step: 0.5
          min: 10.0
          max: 30.0
          unit_of_measurement: °C or °F
          mode: slider
    night_temp:
      name: Night Time Temperature Target
      default: 18
      selector:
        number:
          step: 0.5
          min: 10.0
          max: 30.0
          unit_of_measurement: °C or °F
          mode: slider
    away_temp:
      name: Away Temperature Target
      description: Temperature when away/on holiday.
      default: 16
      selector:
        number:
          step: 0.5
          min: 10.0
          max: 30.0
          unit_of_measurement: °C or °F
          mode: slider
    away_calendar:
      name: Holiday or Away Calendar
      description: Calendar entity that indicates away/holiday periods.
      selector:
        entity:
          domain:
          - calendar
          multiple: false
    return_offset:
      name: Return Offset
      description: 'Time offset to start heating before returning from away. Negative value = minutes before return.'
      default: -120
      selector:
        number:
          mode: box
          min: -1440.0
          max: 0.0
          unit_of_measurement: minutes
          step: 30.0

trigger:
  - platform: state
    entity_id: !input window_sensor
    for:
      seconds: !input window_delay
    id: window_change
  - platform: numeric_state
    entity_id: !input outdoor
    below: !input wintermode
    for:
      minutes: !input wintermode_delay
    id: cold_weather
  - platform: numeric_state
    entity_id: !input outdoor
    above: !input wintermode
    for:
      minutes: !input wintermode_delay
    id: warm_weather
  - platform: state
    entity_id: !input schedule_helper
    id: schedule_change
  - platform: state
    entity_id: !input thermostat
    attribute: temperature
    id: manual_adjustment
  - platform: state
    entity_id: !input manual_override_helper
    to: 'off'
    id: override_expired
  - platform: state
    entity_id: !input override_timer
    to: 'idle'
    id: timer_finished
  - platform: calendar
    event: end
    entity_id: !input away_calendar
    offset: !input return_offset
    id: return_soon
  - platform: calendar
    event: start
    entity_id: !input away_calendar
    id: leaving
  - platform: homeassistant
    event: start
    id: ha_start
  - platform: event
    event_type: automation_reloaded
    id: reload

variables:
  thermostat_entities: !input thermostat
  triggered_thermostat: "{{ trigger.entity_id | default('none') }}"
  # Access temperature safely:
  # 1. Get the 'to_state', defaulting to a simple object/dict if missing.
  # 2. Get the 'attributes' from that object, defaulting to a dict if missing.
  # 3. Get the 'temperature' from the attributes, defaulting to 0, then convert to float.
  new_temperature: >
    {{ trigger.to_state.attributes.temperature | default(0) | float(0) 
       if trigger.to_state is defined and trigger.to_state.attributes is defined 
       else 0 }}
  old_temperature: >
    {{ trigger.from_state.attributes.temperature | default(0) | float(0) 
       if trigger.from_state is defined and trigger.from_state.attributes is defined 
       else 0 }}
  override_helper: !input manual_override_helper
  day_temp_input: !input day_temp
  night_temp_input: !input night_temp
  away_temp_input: !input away_temp
  schedule_on: "{{ is_state(input_schedule_helper, 'on') }}"
  away_active: "{{ is_state(input_away_calendar, 'on') }}"

condition: []

action:
  - choose:
      # Priority 0: Manual Adjustment - Detect and enable override
      - conditions:
          - condition: trigger
            id: manual_adjustment
          # Only if temperature actually changed
          - condition: template
            value_template: "{{ (new_temperature - old_temperature) | abs > 0.1 }}"
          # Only if the new temp is different from current schedule targets
          - condition: template
            value_template: >
              {% if is_state(input_away_calendar, 'on') %}
                {{ (new_temperature - away_temp_input) | abs > 0.1 }}
              {% elif is_state(input_schedule_helper, 'on') %}
                {{ (new_temperature - day_temp_input) | abs > 0.1 }}
              {% else %}
                {{ (new_temperature - night_temp_input) | abs > 0.1 }}
              {% endif %}
        sequence:
          - service: logbook.log
            data:
              name: Smart Thermostat
              message: 'Manual Override: {{ triggered_thermostat }} changed to {{ new_temperature }}°, syncing others'
          # Sync temperature to all other thermostats
          - repeat:
              for_each: "{{ thermostat_entities | reject('eq', triggered_thermostat) | list }}"
              sequence:
                - service: climate.set_temperature
                  target:
                    entity_id: "{{ repeat.item }}"
                  data:
                    temperature: "{{ new_temperature }}"
          # Enable manual override mode
          - service: input_boolean.turn_on
            target:
              entity_id: !input manual_override_helper
          # Start timer
          - service: timer.start
            target:
              entity_id: !input override_timer
            data:
              duration: "{{ (input_override_duration * 60) | int }}"

      # Priority 0b: Timer Finished - Disable override and resume schedule
      - conditions:
          - condition: trigger
            id: timer_finished
        sequence:
          - service: input_boolean.turn_off
            target:
              entity_id: !input manual_override_helper
          - service: logbook.log
            data:
              name: Smart Thermostat
              message: 'Manual Override: Timer expired, resuming schedule'

      # Priority 1: Windows/Doors Open - Turn OFF heating (overrides manual)
      - conditions:
          - condition: state
            entity_id: !input window_sensor
            state: 'on'
            match: any
        sequence:
          - service: climate.turn_off
            target:
              entity_id: !input thermostat
          - service: input_boolean.turn_off
            target:
              entity_id: !input manual_override_helper
          - service: timer.cancel
            target:
              entity_id: !input override_timer
          - service: logbook.log
            data:
              name: Smart Thermostat
              message: 'Heating OFF: Window or door is open'

      # Priority 2: Too Warm Outside - Turn OFF heating (overrides manual)
      - conditions:
          - condition: numeric_state
            entity_id: !input outdoor
            above: !input wintermode
        sequence:
          - service: climate.turn_off
            target:
              entity_id: !input thermostat
          - service: input_boolean.turn_off
            target:
              entity_id: !input manual_override_helper
          - service: timer.cancel
            target:
              entity_id: !input override_timer
          - service: logbook.log
            data:
              name: Smart Thermostat
              message: 'Heating OFF: Outside temperature above threshold'

      # Priority 3: Manual Override Active - Do nothing, keep manual temperature
      - conditions:
          - condition: state
            entity_id: !input manual_override_helper
            state: 'on'
        sequence:
          - service: logbook.log
            data:
              name: Smart Thermostat
              message: 'Manual override active - maintaining user-set temperature'

      # Priority 4: Away/Holiday Mode - Set to away temperature
      - conditions:
          - condition: state
            entity_id: !input away_calendar
            state: 'on'
          - condition: numeric_state
            entity_id: !input outdoor
            below: !input wintermode
          - condition: state
            entity_id: !input window_sensor
            state: 'off'
            match: all
        sequence:
          - service: climate.set_temperature
            target:
              entity_id: !input thermostat
            data:
              temperature: !input away_temp
              hvac_mode: heat
          - service: logbook.log
            data:
              name: Smart Thermostat
              message: 'Away Mode: Heating set to away temperature'

      # Priority 5: Schedule Day Time - Set to day temperature
      - conditions:
          - condition: state
            entity_id: !input schedule_helper
            state: 'on'
          - condition: numeric_state
            entity_id: !input outdoor
            below: !input wintermode
          - condition: state
            entity_id: !input window_sensor
            state: 'off'
            match: all
          - condition: state
            entity_id: !input away_calendar
            state: 'off'
        sequence:
          - service: climate.set_temperature
            target:
              entity_id: !input thermostat
            data:
              temperature: !input day_temp
              hvac_mode: heat
          - service: logbook.log
            data:
              name: Smart Thermostat
              message: 'Day Mode: Heating set to day temperature'

      # Priority 6: Schedule Night Time - Set to night temperature
      - conditions:
          - condition: state
            entity_id: !input schedule_helper
            state: 'off'
          - condition: numeric_state
            entity_id: !input outdoor
            below: !input wintermode
          - condition: state
            entity_id: !input window_sensor
            state: 'off'
            match: all
          - condition: state
            entity_id: !input away_calendar
            state: 'off'
        sequence:
          - service: climate.set_temperature
            target:
              entity_id: !input thermostat
            data:
              temperature: !input night_temp
              hvac_mode: heat
          - service: logbook.log
            data:
              name: Smart Thermostat
              message: 'Night Mode: Heating set to night temperature'

    # Default: Turn off if no conditions match
    default:
      - service: climate.turn_off
        target:
          entity_id: !input thermostat
      - service: logbook.log
        data:
          name: Smart Thermostat
          message: 'Heating OFF: No active heating conditions met'

mode: restart
max_exceeded: silent