[ai] Add automation, callback manager, and test grouping docs (#15243)

This commit is contained in:
J. Nick Koston
2026-03-29 12:02:47 -10:00
committed by GitHub
parent c2b8ea3361
commit 38fa8925da
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@@ -239,6 +239,123 @@ This document provides essential context for AI models interacting with this pro
var = await switch.new_switch(config)
```
* **Automations (Triggers, Actions, Conditions):**
Automations have three building blocks: **Triggers** (fire when something happens), **Actions** (do something), and **Conditions** (check if something is true).
* **Triggers -- Callback method (preferred):**
Use `build_callback_automation()` for simple triggers. This eliminates the need for a C++ Trigger class by using a lightweight pointer-sized forwarder struct registered directly as a callback. No `CONF_TRIGGER_ID` in the schema.
**Python:**
```python
from esphome import automation
CONFIG_SCHEMA = cv.Schema({
cv.GenerateID(): cv.declare_id(MyComponent),
cv.Optional(CONF_ON_STATE): automation.validate_automation({}),
}).extend(cv.COMPONENT_SCHEMA)
async def to_code(config):
var = cg.new_Pvariable(config[CONF_ID])
await cg.register_component(var, config)
for conf in config.get(CONF_ON_STATE, []):
await automation.build_callback_automation(
var, "add_on_state_callback", [(bool, "x")], conf
)
```
`build_callback_automation` arguments: `parent`, `callback_method` (C++ method name), `args` (template args as `[(type, name)]` tuples), `config`, and optional `forwarder` (defaults to `TriggerForwarder<Ts...>`).
For boolean filtering (e.g. `on_press`/`on_release`), use built-in forwarders with `args=[]`:
```python
for conf_key, forwarder in (
(CONF_ON_PRESS, automation.TriggerOnTrueForwarder),
(CONF_ON_RELEASE, automation.TriggerOnFalseForwarder),
):
for conf in config.get(conf_key, []):
await automation.build_callback_automation(
var, "add_on_state_callback", [], conf, forwarder=forwarder
)
```
**C++ -- no trigger class needed.** The callback registration method must be templatized to accept both `std::function` and lightweight forwarder structs (which avoid heap allocation):
```cpp
class MyComponent : public Component {
public:
// Must be a template -- accepts both std::function and pointer-sized forwarder structs
template<typename F> void add_on_state_callback(F &&callback) {
this->state_callback_.add(std::forward<F>(callback));
}
protected:
// Use CallbackManager when callbacks are always registered (e.g. core components)
CallbackManager<void(bool)> state_callback_;
// Use LazyCallbackManager when callbacks are often not registered -- saves 8 bytes
// (nullptr vs empty std::vector) per instance when no callbacks are added
// LazyCallbackManager<void(bool)> state_callback_;
};
```
* **Triggers -- Trigger class method:**
Use `build_automation()` with a `Trigger<Ts...>` subclass only when the forwarder needs **mutable state beyond a single `Automation*` pointer** (e.g. edge detection tracking previous state, timing logic).
**Python:**
```python
TurnOnTrigger = my_ns.class_("TurnOnTrigger", automation.Trigger.template())
CONFIG_SCHEMA = cv.Schema({
cv.Optional(CONF_ON_TURN_ON): automation.validate_automation(
{cv.GenerateID(CONF_TRIGGER_ID): cv.declare_id(TurnOnTrigger)}
),
})
async def to_code(config):
for conf in config.get(CONF_ON_TURN_ON, []):
trigger = cg.new_Pvariable(conf[CONF_TRIGGER_ID], var)
await automation.build_automation(trigger, [], conf)
```
**C++:**
```cpp
class TurnOnTrigger : public Trigger<> {
public:
explicit TurnOnTrigger(MyComponent *parent) : last_on_{false} {
parent->add_on_state_callback([this](bool state) {
if (state && !this->last_on_)
this->trigger();
this->last_on_ = state;
});
}
protected:
bool last_on_;
};
```
* **Actions:**
```cpp
template<typename... Ts> class MyAction : public Action<Ts...> {
public:
explicit MyAction(MyComponent *parent) : parent_(parent) {}
void play(const Ts &...) override { this->parent_->do_something(); }
protected:
MyComponent *parent_;
};
```
Register with `@automation.register_action("my_component.do_something", MyAction, schema, synchronous=True)`. Use `synchronous=True` for actions that run to completion inside `play()` without deferring. Use `synchronous=False` if the action may suspend/defer execution (e.g. `delay`, `wait_until`, `script.wait`) or store trigger arguments for later use.
* **Conditions:**
```cpp
template<typename... Ts> class MyCondition : public Condition<Ts...> {
public:
explicit MyCondition(MyComponent *parent) : parent_(parent) {}
bool check(const Ts &...) override { return this->parent_->is_active(); }
protected:
MyComponent *parent_;
};
```
Register with `@automation.register_condition("my_component.is_active", MyCondition, schema)`.
* **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)`.
@@ -274,10 +391,39 @@ This document provides essential context for AI models interacting with this pro
* **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
├── test_build_components/
└── common/ # Shared bus packages (uart, i2c, spi, etc.)
│ ├── uart/ # UART at default baud rate
│ ├── uart_115200/ # UART at 115200 baud
│ ├── i2c/ # I2C bus
│ └── spi/ # SPI bus
└── components/[component]/
├── common.yaml # Component-only config (no bus definitions)
├── test.esp32-idf.yaml
├── test.esp8266-ard.yaml
└── test.rp2040-ard.yaml
```
Run them using `script/test_build_components`. Use `-c <component>` to test specific components and `-t <target>` for specific platforms.
* **Test Grouping with Packages:** Components that use shared bus packages can be grouped together in CI to reduce build count. **Never define buses (uart, i2c, spi, modbus) directly in test YAML files** — always use packages from `test_build_components/common/`:
```yaml
# test.esp32-idf.yaml — use packages for buses
packages:
uart: !include ../../test_build_components/common/uart_115200/esp32-idf.yaml
<<: !include common.yaml
```
```yaml
# common.yaml — component config only, NO bus definitions
my_component:
id: my_instance
sensor:
- platform: my_component
name: My Sensor
```
Components that define buses directly are flagged as "NEEDS MIGRATION" and cannot be grouped, increasing CI build time.
* **Testing All Components Together:** To verify that all components can be tested together without ID conflicts or configuration issues, use:
```bash
./script/test_component_grouping.py -e config --all
@@ -417,6 +563,30 @@ This document provides essential context for AI models interacting with this pro
Note: Avoiding heap allocation after `setup()` is always required regardless of component type. The prioritization above is about the effort spent on container optimization (e.g., migrating from `std::vector` to `StaticVector`).
**Callback Managers:**
ESPHome provides two callback manager types in `esphome/core/helpers.h` for the observer pattern. Both support `std::function`, lambdas, and lightweight forwarder structs via their templatized `add()` method.
| Type | Idle overhead (32-bit) | When to use |
|------|----------------------|-------------|
| `CallbackManager<void(Ts...)>` | 12 bytes (empty `std::vector`) | Callbacks are always or almost always registered |
| `LazyCallbackManager<void(Ts...)>` | 4 bytes (`nullptr`) | Callbacks are often not registered (common case) |
`LazyCallbackManager` is a drop-in replacement for `CallbackManager` that defers allocation until the first callback is added. Prefer it for entity-level callbacks where most instances have no subscribers.
**Important:** Registration methods that add to a callback manager **must always be templatized** to accept both `std::function` and pointer-sized forwarder structs (used by `build_callback_automation`). Never use `std::function` in the method signature:
```cpp
// Bad -- forces heap allocation for forwarder structs
void add_on_state_callback(std::function<void(bool)> &&callback) {
this->state_callback_.add(std::move(callback));
}
// Good -- accepts any callable without forcing std::function wrapping
template<typename F> void add_on_state_callback(F &&callback) {
this->state_callback_.add(std::forward<F>(callback));
}
```
* **State Management:** Use `CORE.data` for component state that needs to persist during configuration generation. Avoid module-level mutable globals.
**Bad Pattern (Module-Level Globals):**