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Configuration: Badges Periodic

ccpk1 edited this page Sep 11, 2026 · 5 revisions

Prerequisites: Configuration: Users, Configuration: Chores Scope: Configure recurring mission-style badges

Note

In kid-facing dashboard wording, these may be presented as Quest Badges or simply Quests. In Home Assistant configuration screens, the setup flow still uses Periodic Badge and Daily Badge terminology.


Overview

Periodic badges track goals over a period you define.

They can run in three modes: open-ended, one-time, or recurring.

Use them when you want:

  • Weekly/monthly mission targets
  • Consistency goals (days/streak patterns)
  • Optional penalties for missed targets
  • Scope-limited tracking via selected chores

Tip

Daily badges and special occasion badges are a special short-cycle variant of periodic behavior. In dashboard language, this badge family works well as Quest Badges.


Create or manage periodic badges

  1. Go to SettingsDevices & ServicesChoreOpsConfigure
  2. Select Manage Badge
  3. Choose Add Periodic Badge or Add Daily Badge
  4. Configure fields and save

Field guide

Basic fields

Field Required Notes
Badge Name Yes Unique display name
Description No Optional context
Labels No Optional organization tags
Icon No Material Design icon

Target fields

Field Required Notes
Target Type Yes Defines what is measured
Threshold Value Yes Required value for success

Common target families:

  • Points-based
  • Count-based
  • Days-based
  • Streak-based

Note

Available Target Type options depend on your badge setup:

  • Daily badges exclude streak target types.
  • If tracked chores are available but left blank, all chores assigned to that profile are in scope.
  • Due-only and no-overdue variants are strict modes and should be used intentionally.

Tracked chores (optional)

Use selected chores when only specific chores should count toward badge progress.

  • Leave blank to include all relevant chores
  • Use filters to avoid cross-impact from unrelated chores
  • No-overdue and due-only target variants are most useful when this scope is explicit

Assignment

Field Required Notes
Assigned To Yes Select eligible profiles

Note

Some UI labels and runtime keys may still use legacy terms such as assigned_kids. Keep literal key names intact when you reference schema/UI contracts.

Awards and penalties

You can configure award items on success and optional penalties on failure.

  • Points
  • Rewards
  • Bonuses
  • Penalties

Reset schedule

Periodic badges use a configurable schedule window:

  • Frequency (daily/weekly/monthly/etc.)
  • Optional custom interval fields
  • Optional start/end date boundaries

Daily badges use a simplified reset model and typically do not expose full schedule fields.

Behavior modes (important)

Mode How to configure What happens
Open-ended Frequency = None (and/or no end date) Progress continues without automatic cycle rollover
One-time window Set a date window but no valid recurring interval Badge evaluates in that window and does not auto-start a new cycle
Recurring cycles Use a recurring frequency with a valid cycle boundary When the cycle ends, counters reset and a new cycle begins

Tip

For periodic custom schedules, a practical recurring setup is: end date + custom interval + interval unit.

Warning

If you expect automatic resets, make sure your configuration actually defines a repeatable next cycle. End date alone does not guarantee rollover.

Cycle alignment (Weekly vs Week-End)

Reset frequencies fall into two families:

  • Rolling cycles count forward from the cycle start date, so cycles keep the same weekday you created the badge on.
  • Calendar-aligned cycles end on a fixed calendar boundary, so resets always land on the weekend, month end, quarter end or year end.
Frequency Cycle boundary Created Wed 9 Sep, ends
Daily Single day 9 Sep
Weekly Rolling, +7 days from start 16 Sep
Biweekly Rolling, +14 days from start 23 Sep
Monthly Rolling, same day next month 9 Oct
Week-End Calendar aligned, Sunday 23:59 13 Sep
Month-End Calendar aligned, last day of month 30 Sep
Quarter-End Calendar aligned, last day of Mar/Jun/Sep/Dec 30 Sep
Year-End Calendar aligned, last day of December 31 Dec

Weekly is not the same as Week-End. Weekly gives every assignee a full seven days from when the badge cycle starts. Week-End aligns the reset to the end of the calendar week so it always lands on a Sunday. Choose Week-End when you want "reset at the end of this week".

Note

Calendar-aligned cycles end at the next calendar boundary. A Week-End badge created on a Sunday therefore has a cycle ending that same day.

Changing the frequency

Editing a badge keeps the previously stored start and end dates, because those dates anchor the cycle window. Selecting a different frequency alone does not recalculate them. To move the cycle to the new frequency, clear the end date (and start date) while editing, then save.


Practical patterns

Habit mission

  • Target: days/streak type
  • Schedule: weekly
  • Penalty: none or light

Accountability contract

  • Target: strict no-overdue variant
  • Schedule: weekly or monthly
  • Penalty: proportional and recoverable

Focused skill mission

  • Tracked chores: selected subset only
  • Target: count or points from those chores
  • Schedule: short, repeatable windows

Troubleshooting

Mission not progressing

  • Verify assigned profile is included
  • Verify selected target type matches expected behavior
  • Check tracked chores filter is not over-restrictive
  • Confirm the badge is in the expected behavior mode (open-ended, one-time, recurring)

Mission fails unexpectedly

  • Check if target type is a strict no-overdue variant
  • Verify overdue behavior on tracked chores
  • Confirm schedule window boundaries
  • For one-time windows, verify the current date is still inside the configured window

Daily target feels impossible

  • For daily + day-count style targets, keep threshold realistic for a one-day cycle

Badge did not reset after end date

  • Confirm frequency is not None
  • For custom schedules, confirm interval and interval unit are both set
  • Verify the badge has a valid cycle boundary to advance into
  • If you recently changed the frequency, check the stored end date: changing the frequency keeps the old start and end dates, so clear them to recalculate
  • Check the cycle alignment above to confirm the reset lands when you expect

Related docs


Last Updated: September 2026 (cycle alignment: Weekly vs Week-End)

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