Link to the previous post→https://community.home-assistant.io/t/interactive-card-a-custom-card-experience-for-home-assistant-energy-management/1021091
This Week’s Update — A More Native Editing Experience
This week, I focused on simplifying how the existing cards are viewed and configured inside HA. 
The biggest change is a clearer separation between viewing and editing. Clicking a card on the dashboard is now reserved for viewing more detailed information, rather than mixing viewing and configuration into the same interaction. The existing + button remains the main entry point for managing which cards are displayed. !
I also added a Home Assistant-style visual configuration editor for the card groups. KPI, Trend and Circuit sections can now be configured through a more native editing workflow instead of relying primarily on interactions inside the dashboard itself.
Individual card editing has moved into this configuration experience as well. For KPI and Circuit, clicking a card directly in the editor preview opens its individual settings, so the dashboard itself can remain focused on everyday use while configuration stays inside Home Assistant’s editing flow.
In short, the interaction model is becoming:
Dashboard:
Click a card → View details
+ → Manage which cards are displayed
Home Assistant Editor:
→ Configure the card group
→ Click preview cards to edit individual cards
This keeps the dashboard cleaner in normal use, while making customization feel more consistent with the rest of Home Assistant.
New — Automation Scenarios
This update introduces Automation Scenario, designed to bring Home Assistant automations directly into the Dashboard.
A real-world home scenario often involves more than a single Automation. It may include multiple automations, sensors, and devices working together. Automation Scenario brings these related elements into a single Scenario, turning separate automation rules into a more complete experience that is easier to understand and control.
Three examples are currently included:
· Solar Water Heating
· EV Smart Charging
· Pet Care
You can also start from Custom / Blank to create your own Scenario using your own entities and existing Automations.
Each Scenario focuses on the information that matters most for that use case, including current status, key data, automation activity, progress or thresholds, as well as Last Action and Next Decision. This makes it easier to understand what the scenario is doing now and what it is likely to do next.
Clicking a Scenario opens a unified control panel for everyday interaction. Users can adjust scenario modes and strategies, control related devices, enable or disable linked automations, and use Manual Override when needed.
More detailed setup is handled through the visual configuration editor. Here, users can configure what appears in each Scenario, including live information, status and progress displays, scenario controls, device controls, and the grouping and linking of existing Home Assistant Automations or Blueprints.
Automation Scenario follows the same design and interaction language as the existing KPI, Trend, and Circuit cards, extending the dashboard from simply viewing energy data to also understanding and interacting with how the home responds to it.
A complete Home Assistant Automation YAML is included below using Solar Water Heating as an example. You can expand the section to view and copy the full configuration.
Solar Water Heating
This example automatically controls the water heater based on available solar power:
· When solar power stays above 2000 W for 10 seconds, the water heater turns on and switches to the Solar strategy.
· When solar power stays below 800 W for 30 seconds and it is before 17:00, heating stops and waits for solar power to recover.
· After 17:00, if heating is still needed, the water heater turns on and switches to the Grid strategy.
· When Manual Override is enabled, the automation will not run.
View full Automation YAML
alias: 00-Smart Water Heater merged
description: Solar intelligent water heater control
triggers:
-
trigger: numeric_state
entity_id:
above: 2000
for:
seconds: 10
-
trigger: numeric_state
entity_id:
below: 800
for:
seconds: 30
-
trigger: time
at: “17:00:00”
conditions:
actions:
-
choose:
-
conditions:
sequence:
-
action: input_boolean.turn_on
target:
entity_id: input_boolean.water_heater
-
action: input_select.select_option
target:
entity_id: input_select.heating_status
data:
option: Running
-
action: input_select.select_option
target:
entity_id: input_select.heating_strategy
data:
option: Solar
-
action: input_text.set_value
target:
entity_id: input_text.heating_reason
data:
value: Solar surplus available
-
conditions:
sequence:
-
action: input_boolean.turn_off
target:
entity_id: input_boolean.water_heater
-
action: input_select.select_option
target:
entity_id: input_select.heating_status
data:
option: Waiting
-
action: input_select.select_option
target:
entity_id: input_select.heating_strategy
data:
option: Wait
-
action: input_text.set_value
target:
entity_id: input_text.heating_reason
data:
value: Waiting for solar surplus
-
conditions:
-
condition: time
after: “17:00:00”
sequence:
-
action: input_boolean.turn_on
target:
entity_id: input_boolean.water_heater
-
action: input_select.select_option
target:
entity_id: input_select.heating_status
data:
option: Running
-
action: input_select.select_option
target:
entity_id: input_select.heating_strategy
data:
option: Grid
-
action: input_text.set_value
target:
entity_id: input_text.heating_reason
data:
value: Start now to meet target time
mode: single
Before using this example: Replace the Entity IDs with the corresponding entities in your own Home Assistant setup.
input_number.solar_power → your solar power sensor
input_boolean.water_heater → your water heater switch or control entity
input_boolean.manual_override → your Manual Override helper
input_select.heating_status → your heating status entity
input_select.heating_strategy → your heating strategy entity
input_text.heating_reason → your heating reason entity
The 2000 W / 800 W thresholds and the 17:00 fallback time are example values and can be adjusted to match your own solar system, water heater, and daily schedule.
The status, strategy, and reason entities in this example are Helpers used to provide richer information to Automation Scenario. If your water heater or other smart devices already provide equivalent status information, you can connect those entities directly instead of using the example Helpers.
EV Smart Charging
EV Smart Charging brings key charging information such as current SOC, target SOC, electricity price, available solar power, charging power, and departure time into a single Scenario.
Instead of checking these entities and related automations separately, the Scenario provides a unified view of the current charging status, strategy, and activity, making it easier to understand whether the EV is charging, why it is waiting, and what may happen next.
Pet Care
Pet Care brings feeding and temperature-related automations together into a single Scenario.
For example, scheduled feeding, feeding safety checks, high-temperature protection, and temperature recovery can continue to run as separate Home Assistant Automations, while the Scenario presents them together with feeding status, food remaining, room temperature, and recent activity.
Custom Scenarios
The three scenarios above are examples rather than fixed templates. You can also start from Custom / Blank to create a Scenario around your own Home Assistant setup.
Choose your own Scenario name and status entity, link the automation.* entities you already use, and configure the data, activity information, and controls you want to show.
This means Automation Scenario can also be used for things like Garden Irrigation, Home Security, Battery Management, Pool Heating, or any other automation setup in your home.
Automation Scenario does not replace Home Assistant Automations. Home Assistant continues to handle the actual Triggers, Conditions, and Actions, while Automation Scenario provides a visual layer for understanding and interacting with them from the dashboard.
Whether you start with one of the examples or build a completely custom Scenario around your own automations, the idea is the same: bring related automations, devices, and information together as one understandable home scenario.
This is still evolving, and I’d love to hear how you would use Automation Scenario with your own Home Assistant setup.
More detailed configuration and examples are available in the GitHub： https://github.com/greenFly-bill/agents-home-assistant-integration-analysis
