home-assistant-best-practices

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Best practices for Home Assistant automations, helpers, scripts, and device controls. TRIGGER THIS SKILL WHEN: - Creating or editing HA automations, scripts, or scenes - Choosing between template sensors and built-in helpers - Writing or restructuring triggers, conditions, or automation modes - Setting up Zigbee button/remote automations (ZHA or Zigbee2MQTT) - Renaming entities or migrating device_id references to entity_id SYMPTOMS THAT TRIGGER THIS SKILL: - Agent uses Jinja2 templates where native conditions, triggers, or helpers exist - Agent uses device_id instead of entity_id in triggers/actions - Agent modifies entity IDs or config objects without checking all consumers - Agent chooses wrong automation mode (e.g., single for motion lights)

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npx skill4agent add homeassistant-ai/skills home-assistant-best-practices

Home Assistant Best Practices

Core principle: Use native Home Assistant constructs wherever possible. Templates bypass validation, fail silently at runtime, and make debugging opaque.

Decision Workflow

Follow this sequence when creating any automation:

0. Gate: modifying existing config?

If your change affects entity IDs or cross-component references — renaming entities, replacing template sensors with helpers, converting device triggers, or restructuring automations — read
references/safe-refactoring.md
first. That reference covers impact analysis, device-sibling discovery, and post-change verification. Complete its workflow before proceeding.
Steps 1-5 below apply to new config or pattern evaluation.

1. Check for native condition/trigger

Before writing any template, check
references/automation-patterns.md
for native alternatives.
Common substitutions:
  • {{ states('x') | float > 25 }}
    numeric_state
    condition with
    above: 25
  • {{ is_state('x', 'on') and is_state('y', 'on') }}
    condition: and
    with state conditions
  • {{ now().hour >= 9 }}
    condition: time
    with
    after: "09:00:00"
  • wait_template: "{{ is_state(...) }}"
    wait_for_trigger
    with state trigger (caveat: different behavior when state is already true — see
    references/safe-refactoring.md#trigger-restructuring
    )

2. Check for built-in helper

Before creating a template sensor, check
references/helper-selection.md
.
Common substitutions:
  • Sum/average multiple sensors →
    min_max
    integration
  • Binary any-on/all-on logic →
    group
    helper
  • Rate of change →
    derivative
    integration
  • Cross threshold detection →
    threshold
    integration
  • Consumption tracking →
    utility_meter
    helper

3. Select correct automation mode

Default
single
mode is often wrong. See
references/automation-patterns.md#automation-modes
.
ScenarioMode
Motion light with timeout
restart
Sequential processing (door locks)
queued
Independent per-entity actions
parallel
One-shot notifications
single

4. Use entity_id over device_id

device_id
breaks when devices are re-added. See
references/device-control.md
.
Exception: Zigbee2MQTT autodiscovered device triggers are acceptable.

5. For Zigbee buttons/remotes

  • ZHA: Use
    event
    trigger with
    device_ieee
    (persistent)
  • Z2M: Use
    device
    trigger (autodiscovered) or
    mqtt
    trigger
See
references/device-control.md#zigbee-buttonremote-patterns
.

Critical Anti-Patterns

Anti-patternUse insteadWhyReference
condition: template
with
float > 25
condition: numeric_state
Validated at load, not runtime
references/automation-patterns.md#native-conditions
wait_template: "{{ is_state(...) }}"
wait_for_trigger
with state trigger
Event-driven, not polling; waits for change (see
references/safe-refactoring.md#trigger-restructuring
for semantic differences)
references/automation-patterns.md#wait-actions
device_id
in triggers
entity_id
(or
device_ieee
for ZHA)
device_id breaks on re-add
references/device-control.md#entity-id-vs-device-id
mode: single
for motion lights
mode: restart
Re-triggers must reset the timer
references/automation-patterns.md#automation-modes
Template sensor for sum/mean
min_max
helper
Declarative, handles unavailable states
references/helper-selection.md#numeric-aggregation
Template binary sensor with threshold
threshold
helper
Built-in hysteresis support
references/helper-selection.md#threshold
Renaming entity IDs without impact analysisFollow
references/safe-refactoring.md
workflow
Renames break dashboards, scripts, and scenes silently
references/safe-refactoring.md#entity-renames

Reference Files

Read these when you need detailed information:
FileWhen to readKey sections
references/safe-refactoring.md
Renaming entities, replacing helpers, restructuring automations, or any modification to existing config
#universal-workflow
,
#entity-renames
,
#helper-replacements
,
#trigger-restructuring
references/automation-patterns.md
Writing triggers, conditions, waits, or choosing automation modes
#native-conditions
,
#trigger-types
,
#wait-actions
,
#automation-modes
,
#ifthen-vs-choose
,
#trigger-ids
references/helper-selection.md
Deciding whether to use a built-in helper vs template sensor
#numeric-aggregation
,
#rate-and-change
,
#time-based-tracking
,
#counting-and-timing
,
#scheduling
,
#entity-grouping
,
#decision-matrix
references/template-guidelines.md
Confirming templates ARE appropriate for a use case
#when-templates-are-appropriate
,
#when-to-avoid-templates
,
#template-sensor-best-practices
,
#common-patterns
,
#error-handling
references/device-control.md
Writing service calls, Zigbee button automations, or using target:
#entity-id-vs-device-id
,
#service-calls-best-practices
,
#zigbee-buttonremote-patterns
,
#domain-specific-patterns
references/examples.yaml
Need compound examples combining multiple best practices