Merge remote-tracking branch 'upstream/dev' into bluetooth_proxy_heap

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J. Nick Koston 2025-07-17 09:53:25 -10:00
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# ESPHome AI Collaboration Guide
This document provides essential context for AI models interacting with this project. Adhering to these guidelines will ensure consistency and maintain code quality.
## 1. Project Overview & Purpose
* **Primary Goal:** ESPHome is a system to configure microcontrollers (like ESP32, ESP8266, RP2040, and LibreTiny-based chips) using simple yet powerful YAML configuration files. It generates C++ firmware that can be compiled and flashed to these devices, allowing users to control them remotely through home automation systems.
* **Business Domain:** Internet of Things (IoT), Home Automation.
## 2. Core Technologies & Stack
* **Languages:** Python (>=3.10), C++ (gnu++20)
* **Frameworks & Runtimes:** PlatformIO, Arduino, ESP-IDF.
* **Build Systems:** PlatformIO is the primary build system. CMake is used as an alternative.
* **Configuration:** YAML.
* **Key Libraries/Dependencies:**
* **Python:** `voluptuous` (for configuration validation), `PyYAML` (for parsing configuration files), `paho-mqtt` (for MQTT communication), `tornado` (for the web server), `aioesphomeapi` (for the native API).
* **C++:** `ArduinoJson` (for JSON serialization/deserialization), `AsyncMqttClient-esphome` (for MQTT), `ESPAsyncWebServer` (for the web server).
* **Package Manager(s):** `pip` (for Python dependencies), `platformio` (for C++/PlatformIO dependencies).
* **Communication Protocols:** Protobuf (for native API), MQTT, HTTP.
## 3. Architectural Patterns
* **Overall Architecture:** The project follows a code-generation architecture. The Python code parses user-defined YAML configuration files and generates C++ source code. This C++ code is then compiled and flashed to the target microcontroller using PlatformIO.
* **Directory Structure Philosophy:**
* `/esphome`: Contains the core Python source code for the ESPHome application.
* `/esphome/components`: Contains the individual components that can be used in ESPHome configurations. Each component is a self-contained unit with its own C++ and Python code.
* `/tests`: Contains all unit and integration tests for the Python code.
* `/docker`: Contains Docker-related files for building and running ESPHome in a container.
* `/script`: Contains helper scripts for development and maintenance.
* **Core Architectural Components:**
1. **Configuration System** (`esphome/config*.py`): Handles YAML parsing and validation using Voluptuous, schema definitions, and multi-platform configurations.
2. **Code Generation** (`esphome/codegen.py`, `esphome/cpp_generator.py`): Manages Python to C++ code generation, template processing, and build flag management.
3. **Component System** (`esphome/components/`): Contains modular hardware and software components with platform-specific implementations and dependency management.
4. **Core Framework** (`esphome/core/`): Manages the application lifecycle, hardware abstraction, and component registration.
5. **Dashboard** (`esphome/dashboard/`): A web-based interface for device configuration, management, and OTA updates.
* **Platform Support:**
1. **ESP32** (`components/esp32/`): Espressif ESP32 family. Supports multiple variants (S2, S3, C3, etc.) and both IDF and Arduino frameworks.
2. **ESP8266** (`components/esp8266/`): Espressif ESP8266. Arduino framework only, with memory constraints.
3. **RP2040** (`components/rp2040/`): Raspberry Pi Pico/RP2040. Arduino framework with PIO (Programmable I/O) support.
4. **LibreTiny** (`components/libretiny/`): Realtek and Beken chips. Supports multiple chip families and auto-generated components.
## 4. Coding Conventions & Style Guide
* **Formatting:**
* **Python:** Uses `ruff` and `flake8` for linting and formatting. Configuration is in `pyproject.toml`.
* **C++:** Uses `clang-format` for formatting. Configuration is in `.clang-format`.
* **Naming Conventions:**
* **Python:** Follows PEP 8. Use clear, descriptive names following snake_case.
* **C++:** Follows the Google C++ Style Guide.
* **Component Structure:**
* **Standard Files:**
```
components/[component_name]/
├── __init__.py # Component configuration schema and code generation
├── [component].h # C++ header file (if needed)
├── [component].cpp # C++ implementation (if needed)
└── [platform]/ # Platform-specific implementations
├── __init__.py # Platform-specific configuration
├── [platform].h # Platform C++ header
└── [platform].cpp # Platform C++ implementation
```
* **Component Metadata:**
- `DEPENDENCIES`: List of required components
- `AUTO_LOAD`: Components to automatically load
- `CONFLICTS_WITH`: Incompatible components
- `CODEOWNERS`: GitHub usernames responsible for maintenance
- `MULTI_CONF`: Whether multiple instances are allowed
* **Code Generation & Common Patterns:**
* **Configuration Schema Pattern:**
```python
import esphome.codegen as cg
import esphome.config_validation as cv
from esphome.const import CONF_KEY, CONF_ID
CONF_PARAM = "param" # A constant that does not yet exist in esphome/const.py
my_component_ns = cg.esphome_ns.namespace("my_component")
MyComponent = my_component_ns.class_("MyComponent", cg.Component)
CONFIG_SCHEMA = cv.Schema({
cv.GenerateID(): cv.declare_id(MyComponent),
cv.Required(CONF_KEY): cv.string,
cv.Optional(CONF_PARAM, default=42): cv.int_,
}).extend(cv.COMPONENT_SCHEMA)
async def to_code(config):
var = cg.new_Pvariable(config[CONF_ID])
await cg.register_component(var, config)
cg.add(var.set_key(config[CONF_KEY]))
cg.add(var.set_param(config[CONF_PARAM]))
```
* **C++ Class Pattern:**
```cpp
namespace esphome {
namespace my_component {
class MyComponent : public Component {
public:
void setup() override;
void loop() override;
void dump_config() override;
void set_key(const std::string &key) { this->key_ = key; }
void set_param(int param) { this->param_ = param; }
protected:
std::string key_;
int param_{0};
};
} // namespace my_component
} // namespace esphome
```
* **Common Component Examples:**
- **Sensor:**
```python
from esphome.components import sensor
CONFIG_SCHEMA = sensor.sensor_schema(MySensor).extend(cv.polling_component_schema("60s"))
async def to_code(config):
var = await sensor.new_sensor(config)
await cg.register_component(var, config)
```
- **Binary Sensor:**
```python
from esphome.components import binary_sensor
CONFIG_SCHEMA = binary_sensor.binary_sensor_schema().extend({ ... })
async def to_code(config):
var = await binary_sensor.new_binary_sensor(config)
```
- **Switch:**
```python
from esphome.components import switch
CONFIG_SCHEMA = switch.switch_schema().extend({ ... })
async def to_code(config):
var = await switch.new_switch(config)
```
* **Configuration Validation:**
* **Common Validators:** `cv.int_`, `cv.float_`, `cv.string`, `cv.boolean`, `cv.int_range(min=0, max=100)`, `cv.positive_int`, `cv.percentage`.
* **Complex Validation:** `cv.All(cv.string, cv.Length(min=1, max=50))`, `cv.Any(cv.int_, cv.string)`.
* **Platform-Specific:** `cv.only_on(["esp32", "esp8266"])`, `cv.only_with_arduino`.
* **Schema Extensions:**
```python
CONFIG_SCHEMA = cv.Schema({ ... })
.extend(cv.COMPONENT_SCHEMA)
.extend(uart.UART_DEVICE_SCHEMA)
.extend(i2c.i2c_device_schema(0x48))
.extend(spi.spi_device_schema(cs_pin_required=True))
```
## 5. Key Files & Entrypoints
* **Main Entrypoint(s):** `esphome/__main__.py` is the main entrypoint for the ESPHome command-line interface.
* **Configuration:**
* `pyproject.toml`: Defines the Python project metadata and dependencies.
* `platformio.ini`: Configures the PlatformIO build environments for different microcontrollers.
* `.pre-commit-config.yaml`: Configures the pre-commit hooks for linting and formatting.
* **CI/CD Pipeline:** Defined in `.github/workflows`.
## 6. Development & Testing Workflow
* **Local Development Environment:** Use the provided Docker container or create a Python virtual environment and install dependencies from `requirements_dev.txt`.
* **Running Commands:** Use the `script/run-in-env.py` script to execute commands within the project's virtual environment. For example, to run the linter: `python3 script/run-in-env.py pre-commit run`.
* **Testing:**
* **Python:** Run unit tests with `pytest`.
* **C++:** Use `clang-tidy` for static analysis.
* **Component Tests:** YAML-based compilation tests are located in `tests/`. The structure is as follows:
```
tests/
├── test_build_components/ # Base test configurations
└── components/[component]/ # Component-specific tests
```
Run them using `script/test_build_components`. Use `-c <component>` to test specific components and `-t <target>` for specific platforms.
* **Debugging and Troubleshooting:**
* **Debug Tools:**
- `esphome config <file>.yaml` to validate configuration.
- `esphome compile <file>.yaml` to compile without uploading.
- Check the Dashboard for real-time logs.
- Use component-specific debug logging.
* **Common Issues:**
- **Import Errors**: Check component dependencies and `PYTHONPATH`.
- **Validation Errors**: Review configuration schema definitions.
- **Build Errors**: Check platform compatibility and library versions.
- **Runtime Errors**: Review generated C++ code and component logic.
## 7. Specific Instructions for AI Collaboration
* **Contribution Workflow (Pull Request Process):**
1. **Fork & Branch:** Create a new branch in your fork.
2. **Make Changes:** Adhere to all coding conventions and patterns.
3. **Test:** Create component tests for all supported platforms and run the full test suite locally.
4. **Lint:** Run `pre-commit` to ensure code is compliant.
5. **Commit:** Commit your changes. There is no strict format for commit messages.
6. **Pull Request:** Submit a PR against the `dev` branch. The Pull Request title should have a prefix of the component being worked on (e.g., `[display] Fix bug`, `[abc123] Add new component`). Update documentation, examples, and add `CODEOWNERS` entries as needed. Pull requests should always be made with the PULL_REQUEST_TEMPLATE.md template filled out correctly.
* **Documentation Contributions:**
* Documentation is hosted in the separate `esphome/esphome-docs` repository.
* The contribution workflow is the same as for the codebase.
* **Best Practices:**
* **Component Development:** Keep dependencies minimal, provide clear error messages, and write comprehensive docstrings and tests.
* **Code Generation:** Generate minimal and efficient C++ code. Validate all user inputs thoroughly. Support multiple platform variations.
* **Configuration Design:** Aim for simplicity with sensible defaults, while allowing for advanced customization.
* **Security:** Be mindful of security when making changes to the API, web server, or any other network-related code. Do not hardcode secrets or keys.
* **Dependencies & Build System Integration:**
* **Python:** When adding a new Python dependency, add it to the appropriate `requirements*.txt` file and `pyproject.toml`.
* **C++ / PlatformIO:** When adding a new C++ dependency, add it to `platformio.ini` and use `cg.add_library`.
* **Build Flags:** Use `cg.add_build_flag(...)` to add compiler flags.

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name: Add External Component Comment
on:
pull_request_target:
types: [opened, synchronize]
permissions:
contents: read # Needed to fetch PR details
issues: write # Needed to create and update comments (PR comments are managed via the issues REST API)
pull-requests: write # also needed?
jobs:
external-comment:
name: External component comment
runs-on: ubuntu-latest
steps:
- name: Add external component comment
uses: actions/github-script@v7.0.1
with:
github-token: ${{ secrets.GITHUB_TOKEN }}
script: |
// Generate external component usage instructions
function generateExternalComponentInstructions(prNumber, componentNames, owner, repo) {
let source;
if (owner === 'esphome' && repo === 'esphome')
source = `github://pr#${prNumber}`;
else
source = `github://${owner}/${repo}@pull/${prNumber}/head`;
return `To use the changes from this PR as an external component, add the following to your ESPHome configuration YAML file:
\`\`\`yaml
external_components:
- source: ${source}
components: [${componentNames.join(', ')}]
refresh: 1h
\`\`\``;
}
// Generate repo clone instructions
function generateRepoInstructions(prNumber, owner, repo, branch) {
return `To use the changes in this PR:
\`\`\`bash
# Clone the repository:
git clone https://github.com/${owner}/${repo}
cd ${repo}
# Checkout the PR branch:
git fetch origin pull/${prNumber}/head:${branch}
git checkout ${branch}
# Install the development version:
script/setup
# Activate the development version:
source venv/bin/activate
\`\`\`
Now you can run \`esphome\` as usual to test the changes in this PR.
`;
}
async function createComment(octokit, owner, repo, prNumber, esphomeChanges, componentChanges) {
const commentMarker = "<!-- This comment was generated automatically by a GitHub workflow. -->";
let commentBody;
if (esphomeChanges.length === 1) {
commentBody = generateExternalComponentInstructions(prNumber, componentChanges, owner, repo);
} else {
commentBody = generateRepoInstructions(prNumber, owner, repo, context.payload.pull_request.head.ref);
}
commentBody += `\n\n---\n(Added by the PR bot)\n\n${commentMarker}`;
// Check for existing bot comment
const comments = await github.rest.issues.listComments({
owner: owner,
repo: repo,
issue_number: prNumber,
});
const botComment = comments.data.find(comment =>
comment.body.includes(commentMarker)
);
if (botComment && botComment.body === commentBody) {
// No changes in the comment, do nothing
return;
}
if (botComment) {
// Update existing comment
await github.rest.issues.updateComment({
owner: owner,
repo: repo,
comment_id: botComment.id,
body: commentBody,
});
} else {
// Create new comment
await github.rest.issues.createComment({
owner: owner,
repo: repo,
issue_number: prNumber,
body: commentBody,
});
}
}
async function getEsphomeAndComponentChanges(github, owner, repo, prNumber) {
const changedFiles = await github.rest.pulls.listFiles({
owner: owner,
repo: repo,
pull_number: prNumber,
});
const esphomeChanges = changedFiles.data
.filter(file => file.filename !== "esphome/core/defines.h" && file.filename.startsWith('esphome/'))
.map(file => {
const match = file.filename.match(/esphome\/([^/]+)/);
return match ? match[1] : null;
})
.filter(it => it !== null);
if (esphomeChanges.length === 0) {
return {esphomeChanges: [], componentChanges: []};
}
const uniqueEsphomeChanges = [...new Set(esphomeChanges)];
const componentChanges = changedFiles.data
.filter(file => file.filename.startsWith('esphome/components/'))
.map(file => {
const match = file.filename.match(/esphome\/components\/([^/]+)\//);
return match ? match[1] : null;
})
.filter(it => it !== null);
return {esphomeChanges: uniqueEsphomeChanges, componentChanges: [...new Set(componentChanges)]};
}
// Start of main code.
const prNumber = context.payload.pull_request.number;
const {owner, repo} = context.repo;
const {esphomeChanges, componentChanges} = await getEsphomeAndComponentChanges(github, owner, repo, prNumber);
if (componentChanges.length !== 0) {
await createComment(github, owner, repo, prNumber, esphomeChanges, componentChanges);
}

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**See also:**
[Documentation](https://esphome.io) -- [Issues](https://github.com/esphome/issues/issues) -- [Feature requests](https://github.com/esphome/feature-requests/issues)
[Documentation](https://esphome.io) -- [Issues](https://github.com/esphome/esphome/issues) -- [Feature requests](https://github.com/orgs/esphome/discussions)
---

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.ai/instructions.md

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---
[Documentation](https://esphome.io) -- [Issues](https://github.com/esphome/issues/issues) -- [Feature requests](https://github.com/esphome/feature-requests/issues)
[Documentation](https://esphome.io) -- [Issues](https://github.com/esphome/esphome/issues) -- [Feature requests](https://github.com/orgs/esphome/discussions)
---

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@ -204,7 +204,7 @@ def add_pio_file(component: str, key: str, data: str):
cv.validate_id_name(key)
except cv.Invalid as e:
raise EsphomeError(
f"[{component}] Invalid PIO key: {key}. Allowed characters: [{ascii_letters}{digits}_]\nPlease report an issue https://github.com/esphome/issues"
f"[{component}] Invalid PIO key: {key}. Allowed characters: [{ascii_letters}{digits}_]\nPlease report an issue https://github.com/esphome/esphome/issues"
) from e
CORE.data[KEY_RP2040][KEY_PIO_FILES][key] = data

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if (sorting_group_config := config.get(CONF_SORTING_GROUPS)) is not None:
cg.add_define("USE_WEBSERVER_SORTING")
add_sorting_groups(var, sorting_group_config)
def FILTER_SOURCE_FILES() -> list[str]:
"""Filter out web_server_v1.cpp when version is not 1."""
files_to_filter: list[str] = []
# web_server_v1.cpp is only needed when version is 1
config = CORE.config.get("web_server", {})
if config.get(CONF_VERSION, 2) != 1:
files_to_filter.append("web_server_v1.cpp")
return files_to_filter

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[project.urls]
"Documentation" = "https://esphome.io"
"Source Code" = "https://github.com/esphome/esphome"
"Bug Tracker" = "https://github.com/esphome/issues/issues"
"Feature Request Tracker" = "https://github.com/esphome/feature-requests/issues"
"Bug Tracker" = "https://github.com/esphome/esphome/issues"
"Feature Request Tracker" = "https://github.com/orgs/esphome/discussions"
"Discord" = "https://discord.gg/KhAMKrd"
"Forum" = "https://community.home-assistant.io/c/esphome"
"Twitter" = "https://twitter.com/esphome_"

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@ -241,6 +241,9 @@ def lint_ext_check(fname):
"docker/ha-addon-rootfs/**",
"docker/*.py",
"script/*",
"CLAUDE.md",
"GEMINI.md",
".github/copilot-instructions.md",
]
)
def lint_executable_bit(fname):