houseplan-card/docs/USER-GUIDE.md

House Plan — complete user guide

Current for v1.64.0. This guide describes the interface implemented by the current source. Русская версия.

House Plan installs two Lovelace cards together:

• custom:houseplan-card — the live plan, editors, state and actions;
• custom:houseplan-space-card — an inert rendering of one space with a link to the full plan.

Configuration, uploaded files and shared positions stay inside Home Assistant. House Plan does not use a House Plan cloud service.

Input support. View and kiosk are supported on phones, tablets and wall touch panels. Create and maintain a plan on a desktop browser with a mouse and keyboard. Touch editing is best effort: an operation may be awkward, limited or absent, but it must not corrupt data or trigger an accidental Home Assistant action. The authority is TOUCH-SUPPORT.md.

Contents

1. Data model and terms
2. Installation and access
3. Adding a card
4. Quick start
5. Interface modes
6. Navigation, zoom and input
7. Spaces
8. Rooms and walls
9. Doors, windows, gates and locks
10. Devices
11. Tap actions
12. Device visual states
13. Room fills and light
14. Background editor
15. Sun background and window rays
16. Robot vacuums
17. Kiosk
18. Static space card
19. Plan maintenance
20. Storage, multiple cards and backups
21. Current limitations
22. Troubleshooting

1. Data model and terms

Settings form a hierarchy. Global settings provide defaults; a space may override them; a room may override its space; a marker may override its room.

Level	Meaning	Stored data
Card	One dashboard instance	Initial space, language, icon size, value/LQI display, live state, kiosk and cycle
Global settings	Defaults for all spaces	Fill palette, background, Glow radius, north, sun, weather and icon rules
Space	Floor, yard, garage or building	Plan image, scale, rooms, walls, openings, decor and display settings
Room	A closed outline	Name, optional HA area, temperature/humidity source and local fill
Wall	A side of a room outline	Optional physical thickness and virtual spans on a shared boundary
Opening	Door, window or gate on a wall	Size, orientation, contact and optional lock
Marker	A device shown on the plan	HA binding, room, action, presentation, light role and attachments
Background item	Visual context	Line, shape, text, furniture or plan-image transform

A room is the spatial unit that owns area and an optional HA area. A partition or column affects the physical rendering and light but does not create a room.

2. Installation and access

Requirements

Component	Requirement
Home Assistant	2024.6.0 or newer
Installation	Any installation that supports custom integrations
Browser	Web Components, SVG and Pointer Events
Editing permission	Administrators by default

HACS

1. Add https://github.com/Matysh/houseplan-card to HACS as a custom Integration repository.
2. Install House Plan and restart Home Assistant.
3. Open Settings → Devices & services → Add integration → House Plan.
4. Keep “administrators only” enabled unless other users must edit the plan.

The integration registers its Lovelace resource. With YAML-managed resources, add:

resources:
  - url: /houseplan_files/houseplan-card.js
    type: module

Do not use /custom_components/houseplan/frontend/houseplan-card.js; it is an on-disk path, not the JavaScript URL served by Home Assistant.

Manual installation

Copy the release folder to config/custom_components/houseplan, restart Home Assistant, add the integration, then add the resource above only if Lovelace resources are YAML-managed.

Permissions

Every signed-in user can view the plan. Home Assistant permissions still govern device service calls. With the default integration option, only administrators can edit configuration or upload files. Plan optimization and its undo always require an administrator.

3. Adding a card

Minimal configuration:

type: custom:houseplan-card
title: House plan

Field	Default	Purpose
title	empty	Card title
default_floor	first/last opened	Initial/fallback space for an unpinned card
floor	not pinned	Keep this card on one stable space ID or zero-based YAML index
language	HA language	auto, ru or en
icon_size	2.5	Base marker size, 1–6% of plan width
show_temperature	true	Compact temperature and humidity values
live_states	true	Work/open/unavailable presentation and activity; alarms remain visible
show_signal	true	Base LQI display, overridable by a space
kiosk	false	Full plan without editors or header
cycle	0	Kiosk auto-cycle interval in seconds; 0 disables it

The legacy card-level tap_action is ignored. Each marker owns its action.

4. Quick start

Use this order for a first working room:

1. Add a space with +, or import Home Assistant floors.
2. Upload SVG/PNG/JPG/WebP, reuse an uploaded plan, or choose no image.
3. Set the real size of a grid cell. It controls wall, opening, furniture and area measurements.
4. In Plan choose Walls, draw the boundary, then click its first point to close the first room face.
5. Name the room and bind it to an HA area, or use No area.
6. Add wall thickness and openings if needed.
7. In Device, position auto-discovered markers and choose their actions.
8. In Background, align the plan image and add labels, lines or furniture.
9. Return to View and confirm live values and actions.

Do all plan creation on desktop. Phone, tablet and wall-panel View remain full product surfaces after setup.

5. Interface modes

View is the state with no editor open. Close the active editor to return to it.

Mode	Devices	Geometry	Background/openings
View	Live and actionable	Read-only; room hover shows summary	Visible according to space settings
Plan	Hidden	Rooms, walls, columns and openings editable	Openings always visible
Device	Draggable; click opens settings	Read-only background	Read-only background
Background	Dimmed and inert	Dimmed	Background objects editable
Kiosk	Actionable as in View	Read-only	Read-only; no editors
Static card	Not live or interactive	Render only	Render only

Each editor has a stable primary toolbar. Tool parameters and selected-object actions appear in a context tray over the top of the canvas. On a narrow screen the tray scrolls horizontally instead of shrinking the plan.

Where an editor offers a color sample, one click opens the House Plan color picker. Hue, saturation, brightness, an exact HEX value and opacity (when the setting supports it) are available together; there is no second browser color dialog. The Hue track shows the full colour spectrum at a glance, with a contrasting ring keeping its slider visible. Changes remain a draft until the owning properties dialog is saved.

This is the same control everywhere: decor and custom fills, the global light/temperature/LQI/Glow/wall palettes, global and per-space backgrounds, room colour, marker Glow and the device activity ripple. Settings that already have opacity show it in the picker; colour-only settings do not acquire one. Default and Inherited background actions remain beside the colour sample and do not save the displayed fallback unless a colour is changed.

6. Navigation, zoom and input

The canvas grows with actual content. Fit all frames rooms and any distant objects; each space keeps its local View viewport.

Scenario	Mouse	Touch View	Touch editors	Keyboard
Zoom and pan	Wheel; drag empty space; −/+	Pinch; drag; double-tap resets kiosk	Available but precision is not guaranteed	—
Change space	Click a tab	Tap; kiosk swipe at 1:1	Tap a tab	—
Device	Click/double-click per mode	Tap; safe actions equal desktop	Drag/properties are best effort	Esc closes the top surface
Draw or precise drag	Full contract	Not applicable	Best effort; use desktop for Resize and exact nodes	Shift changes magnet/angle; Esc cancels the operation
Editor history	Undo/Redo controls	Not applicable	Controls may work; no gesture guarantee	Ctrl/Cmd+Z, Ctrl/Cmd+Shift+Z, Ctrl+Y
Kiosk sizing	—	Hold empty space for 3 seconds	—	—

At zoom above 1:1 a horizontal kiosk gesture pans instead of changing space. Any manual kiosk operation pauses auto-cycle for 60 seconds.

Cancel and undo

• Esc cancels an unfinished path, current drag/resize/rotation, or the top dialog without undoing an already committed action.
• Ctrl/Cmd+Z undoes an editor command; redo is Ctrl/Cmd+Shift+Z or Ctrl+Y.
• Undo/Redo stores up to 50 named commands for Plan and Background.

7. Spaces

A space may represent a floor, garden, garage or separate structure. It stores its image, grid scale, geometry, Background layer and display overrides.

Plan source

• upload SVG, PNG, JPG or WebP;
• select a previously uploaded plan;
• choose no image and draw the geometry by hand.

The plan image keeps its proportions initially. Background can later move, scale or rotate it. Detaching a plan never deletes its server file; deletion requires an explicit user action.

Grid scale

The scale field is the real size of one grid cell. A new metric space starts at 1 cm per cell; with an imperial Home Assistant unit system it starts at 1 in per cell and the field is shown in inches. Floor import uses the same default for every new space.

Choose a finer cell when you need more precise snap points. It changes only the number of grid points per metre, not how the finished plan looks: physically equal rooms, walls, openings, labels and markers retain the same appearance. Existing spaces keep their stored scale. A legacy space without a scale still uses the 5 cm compatibility fallback and is not silently migrated.

Tab order

Space tabs follow the order in which the spaces were created, and that order can be changed: in any editor mode, grab a tab with the mouse and drag it to a new position. The new order is saved immediately and applies everywhere — the tabs, the kiosk swipe between floors and the carousel arrows. While dragging, a thin divider shows the exact insertion side; release outside the tab strip to keep the existing order.

Dragging works with a mouse and in the editors only. In ordinary View and on touch screens a tab still does one thing: it switches the space. There it is the primary way to navigate, and a gesture must not compete with a plain tap. Order is changed on a computer, like the rest of the plan work.

If a card anywhere pins its floor by number (floor: 0), remember that the number means a position: after a reorder such a card shows a different floor. The card warns about this once. Pin the floor by space id instead of a number to avoid it entirely.

Display settings

A space can show/hide room borders, names, LQI, Background and openings. It can override fill mode, Glow, day-cycle background, north, sun rays, room-card font scale and which room metrics are visible.

Room cards are positioned and scaled on the plan. View renders only the metrics enabled for that space.

Deleting a space is blocked while any active device still points to the space, one of its rooms or a saved position on it, provided another space remains. Move or delete those devices first; then the confirmed delete removes the space-owned layout. The sole remaining space can still be deleted after confirmation: affected devices keep their bindings, icons, actions and settings but become unplaced. Plan images and attachments are not deleted automatically.

8. Rooms and walls

Create a room

Select Walls and draw one continuous chain. Every completed segment is crash-safe. Changing tool, editor or floor finishes an open chain as ordinary independent walls. When the latest segment creates bounded endpoint/T/X faces, House Plan offers them from smallest to largest. Save creates that room, Keep as walls rejects only that candidate, and Cancel restores the whole draft with no partial rooms.

Existing segment endpoints and lines appear above walls while drawing. An endpoint grows when the next click will join it. A point on a line shows where the click will create a valid junction.

Plan tools at a glance

Tool	Result	Room area	Light and shadow	Main limit
Walls	Continuous wall chain; offers rooms when it closes faces and finishes open chains as independent walls	Only a confirmed room has area	Physical segments block light; openings pass it	Partial room overlap is rejected; there is no separate Partition drawing tool
Column	Square or circular support	Does not change area	Blocks light inside its shape	One shape/size/rotation; not a wall or room
Boundary	Virtual span of a shared wall	Geometry and area stay unchanged	Light passes; no physical wall is painted	Only a shared boundary between adjacent rooms
Opening	Door, window or gate	Does not change area	Door/gate passage follows state; window may cast sun	Must fit completely on a suitable wall segment

Other operations edit existing geometry:

Operation	Result
Merge	Joins adjacent rooms; a dialog chooses the surviving identity, name and area
Split	Cuts a room from one wall to another; the larger part keeps the original room
Resize	Moves one eligible horizontal/vertical wall without changing room topology. Live labels report inner dimensions — the clear distance between wall faces, the number a tape measure gives — and the area of each affected room
Thickness	Changes one physical span or every wall of a room
Delete room	Deletes only the selected room after confirmation

Wall thickness is stored in real units. A room may have different thicknesses on different spans. Open wall branches and T-junctions are allowed; shared geometry remains joined without painted end caps. At a saved T-junction both physical half-walls stay solid: the bounded bevel removes only an excessive projecting corner and never leaves a white triangular gap. A short arm stops at its real endpoint; the join repair never draws a cap, shadow or light barrier where no wall was saved. At junctions of three or more walls the removed bevel remains connected to the surrounding room/background rather than becoming a small enclosed hole. At a perpendicular T/X junction, the complete physical width of every participating wall remains solid through the node, including closely spaced neighbouring junctions. This is a rendering correction: a valid plan may remain unchanged when Optimize plans is run. Resize changes one room, or exactly two rooms when their shared wall coincides endpoint-to-endpoint. The wall stops at the first corner, opening, foreign room or other position that would change topology; no more than two rooms can change. Partial shared walls, diagonal walls and walls overlapped by an independent partition/draft/column keep a dimmed handle with an explanatory tooltip and cannot start a drag. The former corner scale frame was removed. An ordinary opening on the moving wall follows it once; a side-wall opening stops the moving masonry at its physical jamb. Release creates one Undo step, while Esc or an interrupted pointer writes nothing.

HA area binding

One HA area may be bound to one room. The binding drives automatic device placement, room LQI, light and aggregate climate. A room without an area may still contain manually assigned devices and explicit measurement sources.

9. Doors, windows, gates and locks

Choose Opening, select door/window/open passage/gate, and click a wall. Defaults are 90 cm, 120 cm, 90 cm and 300 cm. The complete opening must fit on the wall. Before the click, door, window and gate show their translucent architectural symbol. An open passage instead shows the exact future wall cut as a translucent wall-coloured segment with an orange boundary mark at each end. Its depth follows the real wall thickness; after saving it has no standalone symbol.

The placement preview also draws a thin dimension line from each jamb to the physical inner end of the wall. On a wall shared by two rooms, four values are shown — two along each room's inner face — because their usable boundaries can differ. On a finished independent wall, each value stops at the nearest physical face of a connected wall; where no such face exists, it keeps the distance to the independent wall's own endpoint. These richer dimensions apply only before a new opening is placed; dragging an existing opening retains its two established end-distance badges.

On a finished independent wall, a new or directly edited opening must leave a jamb at each endpoint equal to at least half that wall's real thickness. The same limit applies to placement, drag, rebind and length edits. Existing near-end openings remain visible and are not moved until their geometry is edited.

An opening may bind a contact; doors and gates may also bind a lock. View paints the moving leaf and state. A lock badge is green when locked and red when unlocked. A plan tap never toggles a lock. The opening card provides a labelled lock/unlock control, with confirmation before unlocking.

Openings may slide along joined wall corners. A double click in Plan opens properties. Thick walls keep visible jambs and align the symbol to the correct face.

10. Devices

House Plan reads Home Assistant device, entity and area registries. A device in a bound HA area receives an automatic marker. Service-only records, bridges and other non-spatial records are filtered; a light group may replace its members. Newly discovered devices get a red dot until first opened in Device.

Bindings

Binding	Use
HA device	Uses its related entities and resolves a primary function
HA entity	Exact entity binding after enabling “Show entities”
Virtual device	Label/icon/description only, with no live active state

The same binding cannot be used by two markers.

When an exact HA entity belongs to a device, placing that entity gives its channel to the entity marker. The automatic parent marker, if needed, contains only the remaining active, HA-visible and unplaced entities; it disappears when that residual is empty. HA-hidden siblings alone do not keep an automatic parent on the plan. To show both the exact entity and the complete device, place entity:X and device:D explicitly — two explicit markers are treated as an intentional configuration. Deleting an entity marker returns the entity to automatic parent discovery; its binding tombstone does not remove registry data from the live HA device.

After deleting a complete HA device, you can restore only one of its entities: open Add, enable Show entities, and select that entity. House Plan returns the selected marker with a fresh position while the complete device and its other entities remain deleted. The complete device stays available in Add if you later decide to restore it explicitly as well.

Device editor

• drag a marker to save its server-side position;
• click it to edit name, binding, room, tap action and presentation;
• Add creates a virtual marker or picks a binding manually;
• Hidden and disabled reveals user-hidden and HA-disabled records only in the editor;
• Icon rules edits the first-match regular-expression list.

The dialog shows binding provenance, exact next tap result, skipped targets and a live presentation preview. A saved missing source is shown as missing rather than silently replaced.

Hidden markers keep configuration and may still contribute to area aggregates. An HA-disabled binding is excluded from rendering, state, actions, light and aggregates until the same ID becomes active again.

11. Tap actions

Gesture	View	Device editor
Short click/tap	Configured action	Open marker settings
Hold 600 ms	House Plan device card	No device control
Right click	Native HA more-info for the primary entity	Browser/editor context

Action	Behaviour	Safety
Device card	House Plan card with entities, model, description, links and files	No state change
HA more-info	Native dialog for the exact primary entity	No state change
Toggle state	Toggles the exact binding, supported device function or configured light-source group	Locks, alarm panels and protective garage/door/gate targets are no-op; confirmation is optional
Run	Runs an automation, script or scene	Explicit target; confirmation is optional

When confirmation is enabled for Toggle state, the dialog shows the current state and the exact expected result (On, Off, Open, Closed or Stopped). A group shows the active/total count and lists unavailable targets separately; the result describes only the targets that will receive the command. The text is a snapshot, but Confirm re-resolves the live state and direction. If the target set changed while the dialog was open, House Plan cancels the action and asks you to try again.

A light defaults to Toggle; other devices default to the House Plan card. An unsupported Toggle remains a visible no-op and is never changed into another action behind the user's back.

If every explicitly configured controls target is unavailable, missing or disabled in HA, a short tap sends no service call and the standard local House Plan message names the target and explains that no action was performed. A partially available group still operates only its available subset, so it does not show the misleading no-action message.

When a device-bound marker has two or more own light.*/switch.* entities, Entity to toggle appears below Toggle. It selects the exact own channel and updates the target hint before Save. Automatic keeps the previous binding / functional-role rules. A missing saved entity stays configured, shows a warning and temporarily falls back; returning the same entity restores the choice. This setting is independent from Leading light entity. With an explicit external controls group, an explicitly selected own entity joins the group; without a selection existing groups remain external-only.

12. Device visual states

Presentation uses one shared outer shell around three independent layers: stable core, icon or value, and optional activity pulse. Visual priority is alarm → keyboard focus → selected → hover → semantic state → neutral.

State	Meaning	Examples
Red alarm	Critical condition, even with live states disabled	Smoke, gas, CO, leak, tamper/problem/safety, triggered alarm
Yellow	Device is doing its main job	Light/switch/fan on, active climate, vacuum cleaning, known appliance work
Red lock	Lock is unsecured	Unlocked/open lock
Green lock	Lock is secured	Locked lock
Orange	Physically open	Door/window contact, opening valve
Faded	Data unavailable	All relevant entities unknown, unavailable or absent
Neutral	No alarm, work or open condition	Off, closed, idle, standby, docked

For a controller with controls, target work and controller availability are independent. The controlled lights still decide whether the marker is yellow, but only the controller's own active entities decide whether it fades. A live battery, Zigbee LQI or update entity therefore keeps a wireless switch neutral and opaque when all of its lamps are unavailable. A controller with no live own entity fades even if a target is on; a virtual controller is always available. This remains true when the same target was separately removed from the plan: the removed marker is not restored, but it cannot make the controller look offline or make its editor preview disagree with the plan.

For a composite appliance with a dedicated Power switch, Power=on alone remains neutral. If Home Assistant also exposes a strict lifecycle entity such as Status/Run state/Job state, active values (start, running, washing, rinse, and similar work states) make the marker yellow; idle, paused and terminal values remove it. Power=off or unavailable still fades the marker even if the lifecycle value is stale. Mode, Program, Stage and remaining time are not treated as independent proof of work, and an ordinary lone relay keeps its existing yellow-on behaviour.

Activity may be a finite three-wave event, persistent presence, a travelling transition, or persistent work. Continuous motion uses a 3.6 s cycle (green presence, amber work, blue neutral transition), a short event lasts 3.3 s, and the two-wave red alarm cycles in 2.4 s. Explicit saved pulse color/size remains authoritative; the package size default is 1.5 diameters. prefers-reduced-motion replaces ordinary motion with a compact colored indicator while the static red alarm remains clear.

The four display choices are icon + state; icon + state + activity; value + state; and always-static icon. A separate value badge can show an entity state, useful attribute, average LQI or linked light state on any side of the marker. Text and adjacent values are sections of the same shell. They shrink to a readable floor and then expand the shell; they are never ellipsized. The complete visible value capsule is one hover and action target: clicking or tapping its value section runs exactly the same configured action and safety checks as the icon core.

Virtual devices use the ordinary neutral/hover background with a dashed outer circle. An HA-less virtual device does not invent unavailable or activity; a linked virtual light may still follow its real controller. Unavailable keeps the ordinary presentation with the standard icon opacity reduction, no visual hover and no motion; its existing click/tap still opens information or settings. Marker LQI uses the same continuous red-to-green scale as before the package update; the room fill gradient and the displayed number are unchanged.

Interactive View/kiosk and Device-editor markers have at least a 44×44 CSS px target. Enter and Space reuse the exact current click and confirmation path; Plan, Background, preview and the read-only static card add no tab stop.

13. Room fills and light

Space fill modes include user colour, temperature comfort range and LQI. Room settings may override the space. Glow is independent from the base fill.

A light source may come from automatic classification, an explicit Always role, or a controlled source group. Walls, partitions and columns occlude Glow; open passages transmit it. When a configured light source disappears or loses its valid binding, its contribution is removed instead of keeping stale light.

Overlapping Glow pools add brightness and colour where browser SVG blending is supported; otherwise House Plan uses a safe normal blend without changing the saved setting.

14. Background editor

The authoritative technical interaction contract is DECOR-EDITOR.md.

Tool	Create	Edit
Select	Select an item	Move, scale, rotate; double click properties; Delete/Backspace removes
Backdrop	Available when a plan image exists	Move, corner-scale, rotate; double click numeric size/angle
Line	Drag endpoints	Colour/opacity, physical thickness and solid/dashed style
Rectangle	Drag diagonal; Shift makes a square	Stroke plus independent fill, size and angle
Oval	Drag bounds; Shift makes a circle	Stroke plus independent fill, radii and angle
Text	Click to open dialog	Multiline text, HA tokens, colour, physical size and angle
Furniture	Pick symbol, then click	Symbol, size, colour, outline and wall magnet
Erase	Click an item	Confirmed deletion, undoable

Creation and transform snap to the grid plus nearby room/background anchors. The plan image is interactive only with Backdrop selected. Undo/Redo shares the 50-command editor history.

Live text accepts {sensor.entity} and {climate.entity:current_temperature} tokens. Missing, unavailable or complex object values render as —; long values are shortened.

15. Sun background and window rays

These are independent features. Follow the sun changes the background from day through golden hour to night and can fall back to browser time. Window rays require sun.sun, a configured north direction and suitable exterior windows. Weather cloud cover may reduce ray intensity.

For window rays, point the compass N arrow toward the place where true north actually lies on the drawing. The value is the literal clockwise direction from canvas-up to north, not an opposite correction for a rotated plan. If you previously mirrored the compass to compensate for the old ray-direction bug, return it to the real north after updating.

Rays remain visual only: they do not change Home Assistant state. Walls and physical obstacles clip them; changing north or window geometry recalculates the result.

16. Robot vacuums

The dock marker stays at its saved location while a live puck and path follow a supported map source. Calibration maps source coordinates to plan coordinates. Automatic room-name matching is a starting point; manual drag/stretch corrects it. A diagnostic source picker reports missing or incompatible sources instead of silently rebinding.

Multiple maps are represented as distinct sources/calibrations. A vacuum is shown only in the space whose saved mapping currently matches the active map; the dock remains in its configured space. See VACUUM.md for the source dialect and calibration contract.

17. Kiosk

Set kiosk: true on a card in a Panel view. Editors and the ordinary header are removed. Pinch/drag navigate, double-tap resets, and a 1:1 horizontal swipe changes space. Holding empty space for three seconds opens per-display icon and text sizing. cycle enables automatic space changes; interaction pauses it for 60 seconds.

18. Static space card

custom:houseplan-space-card renders one configured space without live states, hover, drag, more-info or actions. A footer button opens the full plan. Use it for compact dashboard navigation, not for home control.

type: custom:houseplan-space-card
space: ground

19. Plan maintenance

Optimization compacts old off-grid geometry and repairs the plan's reference graph while preserving rooms, bindings and supported settings. An exact independent-import signature restores the copied space, room and positions. If there is no exact copy, an active real device follows its unambiguous HA Area; otherwise only its missing placement is detached, so the marker becomes available on a valid plan without losing its settings.

Equal neighbouring wall-thickness fragments are compacted. Optimize may also remove a different-thickness fragment shorter than half a grid step when equal pieces of the same straight wall prove the replacement. This includes a fragment touching exactly one room T-junction: the junction and perpendicular wall do not move. A fragment between two room vertices or touching an opening boundary is preserved. Ordinary opening, rendering, Save and editing never perform this cleanup without explicit Optimize confirmation.

Before an editor stores a change to rooms, walls, boundaries, openings, partitions, drafts or columns, House Plan builds the exact candidate with the same physical-geometry engine used for display. If the result is unsafe, the change is canceled before Undo history or server storage is touched and the card reports that the wall geometry could not be built safely. Titles, colours, markers and other non-geometry settings remain editable.

When an old plan contains an independent wall exactly on top of one complete solid boundary shared by two rooms, Optimize can replace the duplicate with the single room wall. Doors, windows and gates hosted by that independent wall stay in place and keep their contact/lock settings. The resulting thickness is the wider original thickness, so the visible masonry does not shrink during maintenance; use Thickness afterwards to choose a new value or Boundary to make the shared wall virtual. Partial, composite and ambiguous overlaps are left unchanged for manual correction.

Old positions are classified before Apply. A position whose room label, device or light-group owner is proven absent is removed automatically and counted by a plain-language category. A live owner in a deleted space is named and preserved by default; Remove old positions explicitly adds only those entries to the same Apply candidate. An owner that cannot be checked against a complete HA registry is preserved without a destructive action. Raw IDs appear only inside collapsed Details, and vacuum room mappings remain a separate warning for manual review. Preview, the secondary option and Cancel do not write anything. Plan images and attachments are never deleted merely because nothing currently references them.

Optimization creates one server-side undo point which restores automatically and explicitly removed positions with the rest of the previous layout. Any later edit makes that undo stale, so create a Home Assistant backup before a large maintenance operation.

20. Storage, multiple cards and backups

Portable JSON backup

Global settings → Backup and transfer exports either the complete House Plan model or the current space. Import first shows a server-side preview with type, versions, object counts, source and content-link state; nothing is written until confirmation.

A full import replaces the model and creates one undo point. A space import assigns new internal IDs and adds the copy without replacing global settings. When that exact import map matches orphan references already present in the target, the preview reports them and Apply restores them together with the space. Internal uploaded files are not embedded in JSON; an import to another HA instance must explicitly detach those links.

For Current space, enable Plan only to transfer the architectural template without devices or Home Assistant bindings. It keeps rooms, walls, openings, decor, backdrop transforms and manually positioned room labels at their chosen scale, but removes real and virtual markers, device positions, Area assignments, temperature/humidity sources and opening contacts/locks. Live values in text labels become —; surrounding static text stays intact. The import preview marks this file as plan-only and adds it through the normal space-import flow.

Plan-only is not full anonymisation: space and room names, static text, file names, exact coordinates and external URLs remain in the JSON. Internal plan files are still referenced rather than embedded and may need to be detached on another Home Assistant instance.

Storage locations

Data	Location
Spaces, geometry, Background and marker settings	HA storage houseplan.config
Marker and room-card positions	HA storage houseplan.layout
Plan files	config/houseplan/plans
Marker attachments	config/houseplan/files
Vacuum path	Separate House Plan HA storage
Cache, viewport and kiosk scale	That browser's localStorage

Several cards and clients

Use floor when separate card instances must stay on separate spaces. A stable space ID is recommended:

type: custom:houseplan-card
floor: ground
kiosk: true
cycle: 0

YAML also accepts an unquoted zero-based numeric index such as floor: 1. Indexes follow the current server space order, so reordering spaces may change which one is shown. A quoted value such as floor: "1" is a literal space ID.

A pinned card shows only its assigned space. It ignores the browser's shared last-space record, #space= links, other floor tabs, swipe and kiosk cycling, and it does not overwrite the shared last-space record. If the configured ID or index is invalid, the card shows a configuration error instead of choosing another space. Remove floor to restore normal navigation.

Unpinned custom:houseplan-card instances may still use different default_floor values. That option is only the initial/fallback choice; the last selected space, a valid #space= link or normal navigation may replace it. If the saved id no longer exists, runtime still opens the first valid space and the visual card editor shows the raw missing id with an inline warning until a valid choice is made.

• configuration, rooms, Background and device layout are shared server data;
• floor is a permanent per-card navigation authority, while default_floor is only an initial/fallback choice for an unpinned card;
• current mode, selected space, zoom/pan and kiosk sizing are local;
• WebSocket broadcasts saved changes and revision checks reject a stale write;
• avoid editing the same object in two browsers: the second save may need a refresh and manual reapplication.

Files and quotas

Plan files accept SVG/PNG/JPG/WebP up to 8 MB, with a 200-file/256-MB total. Marker attachments accept PDF/PNG/JPG/WebP/TXT up to 50 MB, with a 1000-file/1-GB total and 50 links per marker. Writes are also refused below 512 MB free disk space. Detached files remain until explicitly deleted.

21. Current limitations

Limitation	Practical effect
Rooms must be closed	An open path is walls, not a room with area
One HA area per room	To split one HA area visually, assign devices manually
Boundary requires adjacent rooms	It cannot open an exterior wall or branch from empty space
Editors are desktop-first	Touch editing may be awkward, limited or absent
Room details use hover in View	A touch-only user may need an editor or another visible metric
Sun has no exterior 3D model	It cannot know shadows from trees, awnings or neighbouring structures
Icon rules use regular expressions	First matching rule wins and invalid expressions are rejected

Storage guards allow up to 50 spaces, 400 rooms per space, 2,000 markers, 500 openings, 1,000 Background items, 500 wall records and 500 virtual spans per space. The configuration package is limited to 2 MB.

22. Troubleshooting

Card does not load

Symptom	Check
Custom element doesn't exist: houseplan-card	Integration loaded; resource is /houseplan_files/houseplan-card.js with type module; hard-refresh
MIME text/plain	Replace /custom_components/... with /houseplan_files/...
Integration missing	Folder is exactly custom_components/houseplan; restart HA; inspect import errors

Devices or values are missing

• confirm the room's HA-area binding and the device/entity registry area;
• open Device → Hidden and disabled;
• verify the selected source still exists and is available;
• remember that a virtual marker has no active state;
• inspect the dialog's exact target and skipped-target explanation.

Geometry looks wrong

• confirm grid cell size before judging physical dimensions;
• use Fit all to include distant objects;
• check wall thickness and whether a shared span is a virtual Boundary;
• use desktop for precise nodes, Split and Resize.
• if some masonry remains visible but Optimize or an edit reports unsafe wall geometry, export the affected space and attach it to a bug report. House Plan preserves known-valid wall components for inspection and does not repair or delete the ambiguous object during rendering.

Vacuum does not move

• confirm the active map source and map identity;
• check calibration anchors and current source availability;
• verify that the active map is assigned to this space;
• open source diagnostics instead of deleting/recreating the marker.

When reporting a problem, include House Plan version, HA version, browser, console/server errors and reproducible steps. Replace private entity IDs and plans with synthetic equivalents.