FYSETC-E4 esphome roller blinds

esphome.yaml

substitutions:
  device_name: "lush-cover-controller"
  pulley_diameter_mm: "21.963"
  gear_ratio: "1880/2000"
  distance_mm: "2050"
  acceleration: 500 steps/s^2
  velocity: 2500 steps/s # 200 (motor steps) * ${microsteps}
  back_off_steps: "200" # back off some steps to reduce stepper energize noise

  open_current_x: 1000ma
  open_stall_threshold_x: "28"
  close_current_x: 300ma
  close_stall_threshold_x: "30"
  tcool_threshold_x: "1000"
  change_direction_x: "True"
  tmc_address_x: "0x01"

  sense_resistor: "0.15"

external_components:
  source: github://lumascet/esphome@stepper-tmc2209-new_uart
  components: [uart, tmc2209]

esphome:
  name: ${device_name}
  platform: ESP32
  board: nodemcu-32s
  platformio_options:
    upload_speed: 921600

  on_boot:
    - tmc2209.setup:
        id: stepper_x
        microsteps: 16
        tcool_threshold: ${tcool_threshold_x}
        current: ${close_current_x}
        stall_threshold: ${open_stall_threshold_x}
        sense_resistor: ${sense_resistor}
        uart_address: ${tmc_address_x}
    - script.execute: 
        id: script_set_cover_open
        stepper_id: stepper_x

wifi:
  ssid: !secret wifi_ssid
  password: !secret wifi_password

# Enable logging
logger:
  level: INFO

# verbose logger over uart causes motor artifacts as pulses are generated in main loop
#logger:
#  level: VERBOSE
#  logs:
#    api: DEBUG
#    api.service: DEBUG
#    scheduler: DEBUG
#    stepper: DEBUG
#    uart: DEBUG

ota:
  password: "xxx"

uart:
  id: uart_stepper
  tx_pin: GPIO22
  rx_pin: GPIO21
  baud_rate: 9600

status_led:
  pin: GPIO26

api:
  encryption:
    key: "xxx"
  services:
    - service: control_stepper
      variables:
        stepper_id: string
        target: int
        speed: int
        microsteps: int
        tcool_threshold: int
        stall_threshold: int
        rms_current_amps: float
      then:
        - if:
            condition:
              lambda: 'return stepper_id == "stepper_x";'
            then:
              - tmc2209.setup:
                  id: stepper_x
                  microsteps: !lambda "return microsteps;"
                  tcool_threshold: !lambda "return tcool_threshold;"
                  stall_threshold: !lambda "return stall_threshold;"
                  current: !lambda "return rms_current_amps;"
                  sense_resistor: ${sense_resistor}
                  uart_address: ${tmc_address_x}
              - logger.log:
                  format: moving to %d
                  args: [target]
              - stepper.set_speed:
                  id: stepper_x
                  speed: !lambda "return speed;"
              - stepper.set_target:
                  id: stepper_x
                  target: !lambda "return target;"

    - service: set_cover_closed
      variables:
        stepper_id: string
      then:
        - script.execute: 
            id: script_set_cover_closed
            stepper_id: !lambda "return stepper_id;"
    - service: set_cover_open
      variables:
        stepper_id: string
      then:
        - script.execute: 
            id: script_set_cover_open
            stepper_id: !lambda "return stepper_id;"

    - service: close_variable_speed
      variables:
        stepper_id: string
        speed: int
        stall_threshold: int
      then:
        - if:
            condition:
              lambda:  'return stepper_id == "stepper_x";'
            then:
              - if:
                  condition:
                    and:
                      - binary_sensor.is_off: window_sensor
                      - binary_sensor.is_off: lower_limit_sensor
                  then:
                    - tmc2209.setup:
                        id: stepper_x
                        microsteps: 16
                        current: ${close_current_x}
                        stall_threshold: !lambda "return stall_threshold;"
                        sense_resistor: ${sense_resistor}
                        uart_address: ${tmc_address_x}
                    - stepper.set_speed:
                        id: stepper_x
                        speed: !lambda "return speed;"
                    - stepper.set_target:
                        id: stepper_x
                        target: 0
                    - wait_until:
                        condition:
                          lambda: |-
                            return id(stepper_x).current_position < 10;
                    - stepper.set_target:
                        id: stepper_x
                        target: ${back_off_steps}

    - service: open_variable_speed
      variables:
        stepper_id: string
        speed: int
        stall_threshold: int
      then:
        - if:
            condition:
              and:
                - binary_sensor.is_off: window_sensor
            then:
            - if:
                condition:
                  lambda:  'return stepper_id == "stepper_x";'
                then:
                - tmc2209.setup:
                    id: stepper_x
                    microsteps: 16
                    current: ${open_current_x}
                    stall_threshold: !lambda "return stall_threshold;"
                    sense_resistor: ${sense_resistor}
                    uart_address: ${tmc_address_x}
                - stepper.set_speed:
                    id: stepper_x
                    speed: !lambda "return speed;"
                - stepper.set_target:
                    id: stepper_x
                    target: !lambda "return id(open_position);"
                - wait_until:
                    condition:
                      lambda: |-
                        return id(stepper_x).current_position > (id(open_position)-10);
                - stepper.set_target:
                    id: stepper_x
                    target: !lambda "return id(open_position)-int(${back_off_steps});"

stepper:
  - platform: tmc2209
    steppers:
    - id: stepper_x
      step_pin: GPIO27
      dir_pin:
        number: GPIO26
        inverted: ${change_direction_x}
      sleep_pin:
        number: GPIO25
        inverted: true
      acceleration: ${acceleration}
      deceleration: ${acceleration}
      max_speed: ${velocity}
      sense_resistor: ${sense_resistor}
      uart_address: ${tmc_address_x}

binary_sensor:
  #   - platform: gpio
  #     name: Button1
  #     pin:
  #       number: GPIO23
  #       inverted: true
  #       mode: INPUT
  #     on_press:
  #       then:
  #         - cover.open:
  #             id: cover_x

  #   - platform: gpio
  #     name: Button2
  #     pin:
  #       number: GPIO34
  #       inverted: true
  #       mode: INPUT
  #     on_press:
  #       then:
  #         - cover.close:
  #             id: cover_x

  #   - platform: gpio
  #     name: Sensor1
  #     pin:
  #       number: GPIO22
  #       inverted: true
  #   - platform: gpio
  #     name: SensorGPIO0
  #     pin:
  #       number: GPIO0
  #       inverted: true
  #   - platform: gpio
  #     name: Sensor2
  #     pin:
  #       number: GPIO32
  #       inverted: true
  - platform: homeassistant
    name: "Window sensor homeassistant"
    entity_id: binary_sensor.lumi_lumi_sensor_magnet_aq2_2ad04f04_on_off
    id: window_sensor
    on_press:
      script.execute: 
        id: stop_at_current_position
        stepper_id: stepper_x
  - platform: gpio
    id: stall_guard_sensor
    name: StallGuard
    pin: GPIO34
    on_press:
      script.execute:
        id: stop_at_current_position
        stepper_id: stepper_x
  - platform: gpio # or use this pin as stall guard for y-axis
    id: lower_limit_sensor
    name: Lower Limit
    pin:
      number: GPIO35
      inverted: True
    on_press:
      if:
        condition:
          lambda: "return id(cover_x).current_operation == COVER_OPERATION_CLOSING;"
        then:
          - script.execute:
              id: stop_at_current_position
              stepper_id: stepper_x
          - script.execute:
              id: script_set_cover_closed
              stepper_id: stepper_x

script:
  - id: stop_at_current_position
    parameters:
      stepper_id: string
    then:
      - if:
          condition:
            lambda:  'return stepper_id == "stepper_x";'
          then:
            stepper.set_target:
              id: stepper_x
              target: !lambda "return id(stepper_x).current_position;"
  - id: script_set_cover_closed
    parameters:
      stepper_id: string
    then:
      - if:
          condition:
            lambda:  'return stepper_id == "stepper_x";'
          then:
            - stepper.report_position:
                id: stepper_x
                position: 0
            - stepper.set_target:
                id: stepper_x
                target: 0
                
  - id: script_set_cover_open
    parameters:
      stepper_id: string
    then:
      - if:
          condition:
            lambda:  'return stepper_id == "stepper_x";'
          then:
            - stepper.report_position:
                id: stepper_x
                position: !lambda "return id(open_position);"
            - stepper.set_target:
                id: stepper_x
                target: !lambda "return id(open_position);"

globals:
  - id: open_position
    type: float
    initial_value: "${distance_mm} / (${pulley_diameter_mm} * ${gear_ratio} * PI) * 200 * 16"

cover:
# X-COVER
  - platform: template
    id: cover_x
    name: "${device_name} cover X"
    has_position: True
    open_action:
      - if:
          condition:
            and:
              - binary_sensor.is_off: window_sensor
          then:
            - tmc2209.setup:
                id: stepper_x
                current: ${open_current_x}
                stall_threshold: ${open_stall_threshold_x}
                sense_resistor: ${sense_resistor}
                uart_address: ${tmc_address_x}
                microsteps: 16
            - stepper.set_speed:
                id: stepper_x
                speed: ${velocity}
            - stepper.set_target:
                id: stepper_x
                target: !lambda "return id(open_position);"
            - wait_until:
                condition:
                  lambda: |-
                    return id(stepper_x).current_position > (id(open_position)-10);
            - stepper.set_target:
                id: stepper_x
                target: !lambda "return id(open_position)-int(${back_off_steps});"
    close_action:
      - if:
          condition:
            and:
              - binary_sensor.is_off: window_sensor
              - binary_sensor.is_off: lower_limit_sensor
          then:
            - tmc2209.setup:
                id: stepper_x
                current: ${close_current_x}
                stall_threshold: ${close_stall_threshold_x}
                sense_resistor: ${sense_resistor}
                uart_address: ${tmc_address_x}
                microsteps: 16
            - stepper.set_speed:
                id: stepper_x
                speed: ${velocity}
            - stepper.set_target:
                id: stepper_x
                # 0 Means closed
                target: 0
            - wait_until:
                condition:
                  lambda: |-
                    return id(stepper_x).current_position < 10;
            - stepper.set_target:
                id: stepper_x
                target: ${back_off_steps}
    position_action:
      - if:
          condition:
            binary_sensor.is_off: window_sensor
          then:
            - tmc2209.setup:
                id: stepper_x
                current: ${open_current_x}
                stall_threshold: ${open_stall_threshold_x}
                sense_resistor: ${sense_resistor}
                uart_address: ${tmc_address_x}
                microsteps: 16
            - stepper.set_speed:
                id: stepper_x
                speed: ${velocity}
            - stepper.set_target:
                id: stepper_x
                target: !lambda "return id(open_position) * pos;"
    stop_action:
      - script.execute: 
          id: stop_at_current_position
          stepper_id: stepper_x

interval:
  - interval: 2s
    then:
      lambda: |-
        static auto operation = COVER_OPERATION_IDLE;
        static auto position = id(stepper_x).current_position;
        if (operation != id(cover_x).current_operation ||
            position != id(stepper_x).current_position)
        {
          if (id(stepper_x).current_position > id(stepper_x).target_position)
            operation = COVER_OPERATION_CLOSING;
          else if (id(stepper_x).current_position < id(stepper_x).target_position)
            operation = COVER_OPERATION_OPENING;
          else
            operation = COVER_OPERATION_IDLE;
          id(cover_x).current_operation = operation;

          position =  id(stepper_x).current_position;
          id(cover_x).position = position / id(open_position);

          id(cover_x).publish_state();

          ESP_LOGD("main", "Stepper X Position is: %d/%d", id(stepper_x).current_position, (int)id(open_position));
          // ESP_LOGD("main", "Stepper X Position is: %d/%d", id(stepper_x).current_position, (int)id(open_position));
          // ESP_LOGD("main", "Stepper X Position is: %d/%d", id(stepper_x).current_position, (int)id(open_position));
        }

I know this is an old thread but just in case in the future people are trying to do this project on their own.

• MKS TinyBee uses 74HC595 shift register. ESPHome does have support for such shift register but its implementation will not be fast enough for step_pin and dir_pin. To make it work with a4988, I had to fly-wire those to separate gpios. I will not recommend this board for this project.
• In terms of the UART bug/limitation, there are some discussions here. TLDR as of the date of this comment, it is not resolved.
• Overall, to make this project work for one board + multiple motors/blind, my suggestion would be FYSETC-E4. In terms of driver, without any hacks a4988 will work. However, TMC2209 can theoretically be supported if you fly-wire the TMC2209's UART pin to a free GPIO instead of the shared TX/RX pin. Be cautious I have not tried this out myself.
• Alternatively I saw this implementation which goes a different route for hardware but still uses ESPHome/homeassistant for the software