All Projects → nielsfaber → Scheduler Card

nielsfaber / Scheduler Card

Licence: gpl-3.0
HA Lovelace card for control of scheduler entities

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typescript
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scheduler-card

hacs_badge

Introduction

This is a Lovelace card for Home Assistant that can be used to create a time schedule for your smart devices. You can create new rules, modify existing rules and temporarily disable rules.

The card works on top of the scheduler custom component. You will need it this as well.

See it in action:

alt text

Installation

click to show installation instructions

HACS installation:

Note: Ensure you have a www folder created as in config/www or the installation will succeed but fails silently
  1. Click the Orange + button bottom right and search for Scheduler Card
  2. Click on "Install" under the new card that just popped up.
  3. Use the GUI; Configuration -> Lovelace Dashboards -> Resources Tab to add /hacsfiles/scheduler-card/scheduler-card.js, or add a reference to the card in the resources section of configuration.yaml:
resources:
  - url: /hacsfiles/scheduler-card/scheduler-card.js
    type: module
Note: Ensure to install https://github.com/nielsfaber/scheduler-component and add the integration in order for the scheduler to work properly.

Manual installation

  1. Download the latest release of scheduler-card.js here and place it into www/scheduler-card.

  2. Use the GUI; Configuration -> Lovelace Dashboards -> Resources Tab to add /local/scheduler-card/scheduler-card.js?v=0, or add a reference to the card in the resources section of configuration.yaml:

resources:
  - url: /local/scheduler-card/scheduler-card.js?v=0
    type: module
  1. Add the card in the view where you want it to be shown:
type: custom:scheduler-card
domains:
 ...
entities:
 ...
groups:
 ...

Updating

click to show updating instructions

Updating via HACS: HACS should auto-remind you in the HACS tab when an update is available.

Updating manually:

Use git pull for manual installation updates.

Since most browsers will cache the Lovelace card code, you can force a refresh of the browser by editing the entry in the resources: section in ui-lovelace.yaml, by updating the version to ?v=(n+1) (where n the current value).


Usage

Creating a schedule

Click the button 'add item' in the bottom of the card, to start creating a schedule.

Choosing an entity and action

The card scans the entities in your HA configuration and suitable candidates should automatically show up in this view.

Groups Since HA may contain many entities, the card divides the entities into different groups. Clicking a group automatically will show the entities contained in the group.

The groups that are displayed are depending on your HA configuration. Typically the groups are based on the domain of your entities. If you want to make changes to the groups, you can do this by defining groups configuration.

Entities The entities that you can to control with the scheduler show up here. Clicking a entity automatically will show the actions that you can program for this entity.

Typically an entity is a device in your house, but you can also control an automation, script, input_boolean, etc. You can add all entities that you want to control in the include list.

Actions The actions that you can perform for the selected entity show up here. Typically an action is to either 'turn on' or 'turn off' a device. But some entities have more capabilities. If you are missing an action, you can add it yourself using the customize configuration.

Actions can contain a variable setting (e.g. turn on a lamp at specific brightness, or change the setpoint for a thermostat). These can be defined in the next page.

Choosing the days

After clicking the 'next' button, a new view appears. This view is used for choosing when the schedule should be active.

Choose the days of the week for which the schedule should be active.

Every day the default option. The schedule will perform the action every day at the specified time.

Workdays perform action only on Monday thru Friday. If you have the workday integration installed, you can use it to define your own set of workdays. The workday integration and its settings will be automatically detected if it is installed. Note that if you define holDays, they will be excluded from workdays.

Weekend perform action only on Saturday and Sunday. If you have the workday integration installed, the weekend will be considered as the inverse as workdays. This means that holDays and your 'fixed day off' are included in the weekend setting.

Custom choose your own days. A list with all days of the week appears. You can select one or more days by clicking them.

Choosing the time

The time at which you want schedule to be activated can be set using the time picker.

The time picker shows the current time setting, and features arrow buttons to increase or decrease the hour and minutes. Note that you can infinitely loop through time. The step size for minutes is 10 minutes by default, but can be configured to your preference.

If you have the AM/PM option enabled, 12-hour format will be used. You can click on the button to switch between AM and PM.

Sunrise / sunset mode

If you have the sun integration in HA, a button with sun/moon icon shows up on the right. This is the mode button, which allows you to switch from a fixed time, to time relative to sunrise or sunset.
The card allows you to choose a time that is 2 hours around sunrise or sunset. The button will be disabled if the current time is not in this range.

In sunrise/sunset mode, the time picker will show the offset relative to sunrise/sunset. The time offset is automatically calculated from fixed time. The sunrise/sunrise button will show a sun icon when offset is relative to sunrise, or a moon icon when offset is relative sunset. The before/after button indicates whether the offset is applied in positive direction (so triggers after sunrise/sunset), or in negative direction (before sunrise/sunset). Also here, buttons can be clicked to toggle.

⚠️ Important: What you see is what you get here. If you want to store time as relative to sunrise or sunset, make sure that you have this mode activated when you click the save button.


Creating a time scheme

A time scheme is a more advanced type of schedule, which allows multiple actions during the day through the use of timeslots.

Timeslots

A timeslot defines a time range during which you want an entity to be in a certain state. Every timeslot has a start time and end time, together with an action.

An action defined for a timeslot will normally be executed when the time reaches the starting time of the slot. So in this sense the behaviour is not different compared to a a normal schedule.

But there are differences:

  • If you create (or edit) a new time scheme: the schedule will determine which timeslot is active, and trigger this action immediately.
  • If you enable a disabled time scheme: the schedule will determine which timeslot is active, and trigger this action immediately.
  • If HA is restarted: the schedule will determine which timeslot is active, and trigger this action immediately.
  • If the entity (used in the action) is unavailable when the action needs to be triggered: the schedule will wait for this entity to become available (anything other than unavailable), and then trigger the action. Of course only while the timeslot is active.

After a timeslot has triggered the action, the schedule will wait for the next timeslot. So, you can keep controlling your entity as you want without worrying that the schedule will not re-trigger its action again.

⚠️ Note At the end of the timeslot, there is no action executed. This means that if you turn on a device during a timeslot, you will have to add a second timeslot to turn it off. It is highly recommended (but not required) to assign actions to every timeslot, such that the behaviour for the whole day is defined.

Time scheme editor

The time scheme editor allows you to configure the timeslots of your schedule and visualizes the result.

A time scheme starts at 00:00 and ends at 23:59, so it covers a full day. Depending on the selected days, the schedule continues with the first slot of next day after the last one ended. So usually the first and last slot should have the same action.

Draggable markers The card shows a bar with multiple time markers which you can drag/slide to change the duration of the timeslots. The time step is currently limited to 15 mins intervals.

Selectable timeslots By clicking on a timeslot, it becomes selected and will have highlighted color. When a timeslot is selected, you can assign an action to it.

Divide or merging of timeslots When a timeslot is selected, you can click the '+' or '-' buttons to either divide (split in two) or merge (combine with the next slot)) the selected timeslot.

⚠️ Note Due to the limited width of the Lovelace cards in HA, it might be difficult to make a short timeslot. Since there is not really a way to fix this, it's recommended to use a PC or use your phone on landscape mode when creating a time scheme.


Options panel

The options panel gives you access to additional settings that you can set up for schedules.

The options panel is called the way it is, because all settings here are optional. So it is OK to ignore it if you don't miss any of its functions.

Condition editor

The condition editor allows you to define a set of rules which need to pass before the action may be executed. Conditions are currently limited to checking the state of (other) HA entities (so not their attributes). States may be numeric, on/off or string type. Date/time format is not supported.

The editor allows you to make rules in various ways: logic AND, OR, NOT functions, as well as below and above for numeric states. You can combine multiple entities if needed.

All entities having states configured will show up in the editor. For more information on this, see conditions.

⚠️ Note: Conditions are only evaluated at the time the actions should fire. This means that if the conditions are not met, the timer event will be skipped. It will not be re-evaluated when any of the entities involved in the conditions change.

Name

By default, all schedules will have an automatically generated entity ID and friendly name. This means they could be hard to find back in the entity registry.

By defining your own friendly name, this will assigned to the entity, and the entity ID of the entity will be based on this name as well. If you leave the field empty, the automatically generated name shall be used instead.

Behaviour after triggering

The behaviour after triggering option does exactly what it says. You can choose what to do after the schedule is triggered:

  • Repeat (default option): the schedule will reset the timer for next execution after it is triggered
  • Single: the schedule will remove itself after it has been triggered once
  • Pause: the schedule will disable itself after it has been triggered once, it can be reset by turning it back on

Configuration

Introduction

The configuration of the card is in YAML. Currently there is no UI editor provided (this may change in the future).

Configuration is not necessary, it is only used for customization.

The card includes a standard configuration. It is intended to make setting up the card easy. The standard configuration consists of the following:

  • Discovery of devices (entities) of various types in your HA config and making them available for creating schedules
  • Defining actions per entity based on their capabilities
  • Icons for groups, entities and actions

⚠️ Tip: If you want to define your own configuration, provide standard_configuration:false to disable it completely.

Overview

Name Type Default Available from Description
type string Required - custom:scheduler-card
standard_configuration boolean true v1.2.0 Use the standard configuration as a base configuration.
discover_existing boolean true v1.2.0 Show previously created schedules in the card, also if the related entities are not included in the configuration.
Set to false if you have multiple scheduler-cards.
See schedule discovery for more info.
include list none v1.6.0 List of filters to determine which HA entities are available for creating schedules.
See include for more info.
exclude list none v1.6.0 List of filters to determine which HA entities are not available for creating schedules.
See exclude for more info.
groups list none v1.0.0 Organize the entities menu.
See groups for more info.
customize dictionary none v1.6.0 Customize the available actions or visualization of entities.
See customize for more info.
title boolean/string true v1.2.8 Provide a text to replace the title of the card.
Set to false to hide the title.
am_pm boolean false v1.3.0 Option is removed in v1.9.0. This setting is now automatically determined from the browser.
time_step number 10 v1.3.0 Set the time step (in minutes) for the time picker
first_weekday string none v1.8.3 Option is removed in v1.9.0. This setting is now automatically determined from the browser.
show_header_toggle boolean false v1.8.0 Show a switch at the top of the card that can be used to enable/disable the complete list.
display_options dictionary none v1.9.0 Configure which properties are displayed in the overview.
See display options for more info. list.

Standard configuration

The card includes a standard configuration. It is intended to make setting up the card easy. The standard configuration has actions defined for most types of entities in Home assistant.

When including an entity, the standard configuration will automatically detect which actions are supported by it, and will make these available.

Also it has icons for most entity types and actions.

If you would rather set up your own configuration of entities and actions, you can provide standard_configuration:false to disable it.

⚠️ Note: Not all entity types are currently supported by the standard configuration. If you are missing something, you can make a feature request for it.

Adding entities

Include

The include configuration allows you to pick entities from your HA config that you can use for creating schedules.

You can either provide the full entity_id of the entities, or only the domain.

The list supports wildcards (*) as well. It is recommended to use quotes ("") around your input, else it may be wrongly interpreted.

Example:

include:
  - climate.my_thermostat # include an individual entity
  - light # include all light entities
  - "*garden*" # include all entities containing the word 'garden'
  ...

Exclude

The exclude configuration allows you to remove entities from your HA config from appearing in the scheduler.

The exclude list works on top of the include list, so it behaves like 'ADD (includes) EXCEPT (excludes)'.

Like with include, you can either provide the full entity_id of the entities, or the domain, or use wildcards.

include:
  - light # include all light entities
exclude:
  - light.my_light_that_i_never_use # exclude

Groups

The groups configuration provides the capability of organizing the entities. To be clear, they have nothing to do with the group integration in Home Assistant.

By default, entities will be grouped based on their type (domain). Entities that are assigned to your own defined group will not be grouped by type.

Name Type Default Description
name string (same as group_id) Displayed name for group
icon string none Displayed icon for group
include list none List of filters to determine which of the entities belong in this group.
This has the same functionality as the include filter for defining the entities in the card.
exclude list none List of filters to determine which of the entities do not belong in this group.
This has the same functionality as the exclude filter for defining the entities in the card.

Example:

Place all light entities in group labelled "lighting"

groups:
  - name: "Lighting"
    icon: ceiling-light
    include:
      - light

Result:

groups example

Schedule discovery

The card checks for the created schedules in your HA config and show them in the overview page.

The schedule discovery is a feature that will ensure that all your schedules will be there.

What is the benefit of this feature?

It could occur that you make changes in the configuration, resulting in previously created schedules to become hidden. For example, you made a schedule for controlling a fan. The day after you decide to remove the fan domain from the card. But you forgot to delete the previously created schedule.

Without the discovery, you now have a schedule that is hidden from the card, but will keep running. You cannot remove or change it anymore (unless via the HA configuration panel).

Discovery makes sure that you will always find it back in the card. The feature can be turned on/off through the discover_existing option.

For your protection, it is enabled by default.

⚠️ Tip: You should set discover_existing:false if you want to use multiple cards. Else you will see each created schedule in every card.

Customize

With the customize configuration you can specify configuration for specific HA entities.

⚠️ Tip: You can use entities configuration in combination with the standard configuration. The configurations will be merged.

Options

Name Type Default Description
entity key Required Entity id (or filter).
Filter works the same as include so you can also use it for multiple entities.
actions list none See actions
name string (take from HA config) Displayed name for entity
icon string (take from HA config) Displayed icon for entity
states list or map none Possible states of this entities, for using it in a condition.
See conditions for more info.
exclude_actions list none Hide actions from the card.
Enter a list with names of actions to hide as they displayed in the card (including translation).
E.g. 'turn on at 40%' would hide the created action from the example below.

Actions

An action defines what needs to be done when a schedule timer expires.

An action is similar to a service call in HA. It requires a service with optionally additional parameters given by service_data.

Actions are linked to their entities, so the entity ID is sent together with the service call, it is not needed to add it to the service_data).

Name Type Default Description
service string Required Service to be executed
service_data map none Additional parameters to use for the service call
variable map none Add a variable. See action variable
name string (same as service) Displayed name for action
icon string "flash" Displayed icon for action

⚠️ Note: Templates (jinja code) are not supported at this point.

Example:

Adding an action to turn on a light with 40% brightness

customize:
  light.my_lamp:
    name: "Dining light"
    icon: ceiling-light
    actions:
      - service: turn_on
        service_data:
          brightness: 100 # note that brightness is from 0-255 so 100 = 40%
        name: "Turn on at 40%"
        icon: lightbulb-on-outline

Result:

customize example

Customizing actions from standard configuration

How actions in customize are processed:

  • If the action matches with a previously defined action, your action will replace the default action.
  • If the action does not match with an existing action, the card will create a new action.

Actions are compared based on matching service and service_data (note that variables are not considered).

⚠️ Note: If a match is found, your action will replace (and not modify) the default action.
This means that you are expected to (re-)define name, icon, and variable configuration.

Numeric action variable

Some devices allow to operate on a variable working point. For example lights can be dimmed with a brightness, fans can spin at a speed etc.

By providing an action variable, the card allows you to choose the setting you want to apply with the action.

Name Type Default Description
field string Required field name in the service_data that is represented by this variable
name string same as field Name under which the variable is visible in the card
unit string " " Displayed unit
min number 0 Minimum value that can be set. If not provided, it will be read from the entity attributes.
max number 255 Maximum value that can be set. If not provided, it will be read from the entity attributes.
step number 1 Step size
optional boolean false Setting the variable is optional, the action can also be executed without this variable.
If optional:true is provided, a checkbox will be shown that needs to be selected to apply the variable

Example

The Xiaomi Air Purifier can be controlled using the Xiaomi Miio integration. To be able to set the speed of this device in your action, you can use:

customize:
  fan.xiaomi_purifier:
    actions:
      - service: xiaomi_miio.fan_set_favorite_level
        name: "set speed"
        variable:
          field: level
          name: "Speed"
          min: 1
          max: 16

You can now select the speed for this action in the schedule editor:

action variable example

List action variable

With some actions, you can provide an option from a limited list of options. For example, setting the value of an input_select, but also the operation mode of a thermostat.

By providing the list variable, the card allows you to choose the option when you set up the action.

Name Type Default Description
field string Required field name in the service_data that is represented by this variable
name string same as field Name under which the variable is visible in the card
options list Required List of options to choose from
    value string Required Option value (which is passed with together with the field as service_data)
    name string same as value Name to show for the option
    icon string none Icon to show with the option

Example

Setting the operation mode of a thermostat.

Note that this configuration will already be set up when using standard configuration.

customize:
  climate.my_thermostat:
    name: My thermostat
    icon: thermometer
    actions:
      - service: set_hvac_mode
        name: Set mode
        icon:
        variable:
          field: hvac_mode
          name: Operation mode
          options:
            - value: heat
              icon: fire
            - value: cool
              icon: snowflake
            - value: 'off'
              icon: power

Now the list of options become visible when you set up the action:

action variable example

Conditions

If you want to use a specific entity as a condition in a schedule, this can be configured by defining it in customize as well.

To do so, you will need to tell the card which states the entity can have, which is done using the states parameter.

There are two options for this:

  1. Define a list of possible states
  2. Define a numeric range for the state

If an entity has its states defined, it will automatically show up when creating a condition.

Example of defining a state list:

customize:
  input_boolean.my_condition_entity:
    states: ['on','off']

Example of defining a numeric range:

customize:
  sensor.my_other_condition_entity:
    states: {min: 0, max: 100, step: 1, unit: '%'}

Display options

From v1.9.0, it is possible to configure what is displayed in the overview list. By default, the card will display the entity + action on the first line, and on the second line the remaining time until the schedule will be triggered. For timeslots, there will be a display of the extra actions.

⚠️ Note: This is a YAML-only feature currently, Not available in the UI editor.

Supported options for display_options: | Name | Type | Default | Description | | ---------------- | -------------- | ------------------------------------------------ | ---------------------------------------------------------------------- | | primary_info | string or list | - "{entity}: {action}"
- additional-tasks | Displayed text on the first line.
Choose from the properties below. | | secondary_info | string or list | relative-time | Displayed text on the second line
Choose from the properties below. | | icon | string | "action" | Choose which icon is displayed (action or entity) |

For creating multiple lines, enter a list of multiple properties. Empty items will be automatically skipped.

For combining multiple properties in a single line, use wildcards (with property in brackets). Make sure to wrap your text in quotes.

⚠️ Pro-tip: You can use HTML for formatting the lines. So for example: <b>{entity}</b> will print the name in bold text.

The following properties are available: | Name | Description | | ------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------- | | name | Friendly name of the schedule (as configured in the 'options' panel)
Only if a custom name is defined (the generated ID will not be displayed). | | entity | Friendly name of the entity which is involved in the action. | | action | Description of the action that will be executed when the timer is expired.1 | | relative-time | Duration until the schedule is triggered (if the schedule is enabled).1 | | time | Configured time for the schedule.1 | | days | Configured days for the schedule. | | additional-tasks | The amount of remaining tasks/actions (other than the displayed one).
Only for time schemes, otherwise this property is skipped. |

1 For time schemes, the displayed value corresponds to the closest timeslot.

Translations

The card is available in multiple languages. The card will automatically detect the appropriate translation based on the language setting for your user account in HA.

Currently the following languages are supported:

Language Code(s) Available from Status / Remarks
Čeština cs v1.8.0
Deutsch de v1.2.3
English en v1.0.0 Default language.
Eesti et v1.4.0
Español es, es_419 v1.2.8
Français fr v1.2.3
Italiano it v1.7.5
Magyar hu v1.3.0
Polski pl v1.2.6
Português pt, pt-br v1.3.0 Needs updating.
Русский ru v1.2.8
Română ro v1.7.3
Nederlands nl v1.2.2
Norsk no, nb, nn v1.2.8 Needs updating.

The translations are maintained by users. If you are missing a translation, or a translation needs to be improved, please contribute. Take the english file as a starting point.


FAQ

My climate entity does not work when I create a schedule to change the temperature?

The scheduler-card checks the capabilities of your climate devices and shows appropriate actions for it.

If your climate device features multiple hvac_modes, the scheduler will automatically switch your climate device to the correct mode in the built-in actions.

The following actions are implemented:

Predefined action name 1 Available when Behaviour of scheduler
"Heat" entity supports hvac_mode: heat execute service set_temperature
with hvac_mode: heat
and temperature to the value you choose
"Cool" entity supports hvac_mode: cool execute service set_temperature
with hvac_mode: cool
and temperature to the value you choose
"Set temperature" entity does not support hvac_mode: heat
and entity does not support hvac_mode: cool
execute service set_temperature
with temperature to the value you choose
"Turn Off" entity supports hvac_mode: off execute service set_hvac_mode with hvac_mode: off
"Turn Off" entity does not support hvac_mode: off execute service turn_off

1 These are the English names, depending on your language they may be translated in your card.

In case your device does not work well with actions 'heat' or 'cool', this indicates that there is a bug in the integration (which I cannot fix for you). Most probably the implementation of service climate.set_temperature does not check for the hvac_mode property.

As a workaround, you can add the 'legacy' set temperature action to the card and see if it helps:

customize:
  climate: # replace with climate.my_entity if you want to target a specific device
    actions:
      - service: climate.set_temperature
        name: "Set temperature"
        icon: fire
        variable:
          field: temperature
          name: "Temperature"
          min: 10
          max: 30
          step: 0.5
    exclude_actions: # hide the built-in actions
      - "heat" # use your local translation of this action name
      - "cool" # use your local translation of this action name

Can I make a schedule that checks a condition before executing the action?

From within the scheduler-card, there is unfortunately no such functionality in place. There are two alternative ways:

1. Use an automation to control when the schedule is running

Create an automation that checks for the condition, and based on this, enables or disables the schedule. Run service switch.turn_off or switch.turn_on with the entity_id matching your schedule.

Main disadvantage: the entity_id of a schedule is not easy to read: they are randomly generated, and the entity_id does not tell anything about the related entity.

2. Use an script to check the condition before execution of the action

Create a script that checks for the condition, and if it passes, executes the action. Use the scheduler to execute this script (instead of the actual entity you want to control). Currently this is considered the best option.

Main disadvantage: you will have to add configuration to the card to make the script selectable in the scheduler-card. The result will look less pretty than with other entities.


Example: Turn on my thermostat at X degrees. but only if my window is closed

Create the script (for setting up scripts see here):

my_script:
  fields:
    temperature: {} # allow temperature as variable field
  sequence: # sequence for multiple steps, aborts if a step fails
    - condition: state # check the condition
      entity_id: binary_sensor.my_window
      state: 'off'
    - service: climate.set_temperature # update the temperature
      data_template:
        entity_id: climate.my_thermostat
        temperature: "{{ temperature }}"

To add the newly created script to HA you need to restart HA (or run 'reload scripts').

Now make sure to include it in the scheduler-card and you should be able to schedule a run action for it.

How do I check which version I am using?

In your browser, open the console log. This is usually accessible from the developer tools (MS Edge: F12, Chrome: ctrl+shift+i). There should be a badge titled "SCHEDULER-CARD" with the version number included.


How do I fix error 'Failed to call service scheduler/add. Service not found.' ?

This error suggests that the scheduler-component is not running. Please do NOT file an issue in this repo.


Why is there no such scheduler in HA yet?

Good question, ask the developers!

But let's see if we can get convince them to adopt this scheduler, simply by making it awesome :)


Troubleshooting

If you have an issue with this card, please report it here.


Say thank you

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