hoggy
Turns out there's lots of stuff published to raw by GivTCP3 that I hadn't spotted. Here's the stats from my new AIO -

So SOH starts at 100.
Comparing to by 18mo AIO is slightly edifying. I have been pretty much thrashing the battery, and it shows in SOH reduction. But I am not really any wiser about (a) what the code comment about "Usable kWh" means, nor (b) whether I am on track to require a warranty claim before 12y. (I'm obviously eating capacity, but I'm pretty certain I won't hit the 10MWh/1kWh churning limit though. What the warranty actually means is far from clear to me.)
The big question is - is it worth continuing to thrash the batteries? ie Do the savings pay enough for a decent return on capital invested, assuming a reducing capacity and writing off the AIOs after 12y. At the moment the answer is probably yes by my rough calculations, but YMMV. A successful warranty claim to replace the batteries (or a partially usable system after 12y) would make for a MUCH more solid case for thrashing.
Impossible to know, of course, since we don't have a crystal ball telling us what is going to happen over the next decade to import/export pricing (which matters a lot to the calcs), nor how quickly the batteries will degrade in use (which matters rather less).