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Pure-Elixir EtherCAT master built on OTP. Declarative bus configuration, cyclic process data exchange, CoE SDO transfers, and distributed clocks.

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lib/ethercat.ex

defmodule EtherCAT do
@moduledoc """
Public API for the EtherCAT master runtime.
`EtherCAT` is the entry point for a master-owned session lifecycle:
- `Master` owns startup, activation-blocked startup, and recovery policy
- `Domain` owns cyclic LRW exchange and the logical PDO image
- `Slave` owns ESM transitions and slave-local configuration
- `DC` owns distributed-clock initialization and runtime maintenance
- `Bus` serializes all frame I/O
Runtime footprint is intentionally small: no NIFs, no kernel module, and a
minimal runtime dependency surface. The bus uses raw sockets, sysfs, and OTP
directly, with `:telemetry` as the only runtime Hex dependency.
Public session lifecycle is exposed through `state/0`:
- `:idle`
- `:discovering`
- `:awaiting_preop`
- `:preop_ready`
- `:deactivated`
- `:operational`
- `:activation_blocked`
- `:recovering`
`await_running/1` waits for a usable session. Startup/activation paths drain
startup bus traffic before reporting ready, so the first mailbox or OP
exchange starts from a clean transport state. `await_operational/1` waits for
cyclic OP. Per-slave health is exposed through `slaves/0`.
## Runtime Lifecycle
This is the public `state/0` lifecycle. It matches the actual `Master`
states directly.
```mermaid
stateDiagram-v2
[*] --> idle
idle --> discovering: start/1
discovering --> awaiting_preop: configured slaves are still pending
discovering --> preop_ready: startup completes without activation
discovering --> operational: startup completes and activation succeeds
discovering --> activation_blocked: startup completes but activation is incomplete
discovering --> idle: startup fails or stop/0
awaiting_preop --> preop_ready: all slaves reached PREOP, no activation requested
awaiting_preop --> operational: all slaves reached PREOP and activation succeeds
awaiting_preop --> activation_blocked: all slaves reached PREOP but activation is incomplete
awaiting_preop --> idle: timeout, fatal activation failure, or stop/0
preop_ready --> operational: activate/0 succeeds
preop_ready --> deactivated: deactivate/0 settles in SAFEOP
preop_ready --> activation_blocked: activate/0 is incomplete
preop_ready --> recovering: critical runtime fault
preop_ready --> idle: stop/0 or fatal subsystem exit
deactivated --> operational: activate/0 succeeds
deactivated --> preop_ready: deactivate(:preop)
deactivated --> activation_blocked: target transition is incomplete
deactivated --> recovering: critical runtime fault
deactivated --> idle: stop/0 or fatal subsystem exit
activation_blocked --> operational: retry clears activation failures and no runtime faults remain
activation_blocked --> deactivated: retry clears transition failures and SAFEOP is healthy
activation_blocked --> preop_ready: retry clears transition failures and PREOP is healthy
activation_blocked --> recovering: activation failures clear but runtime faults remain
activation_blocked --> idle: stop/0 or fatal subsystem exit
operational --> deactivated: deactivate/0 settles in SAFEOP
operational --> preop_ready: deactivate(:preop)
operational --> recovering: runtime fault in domain or DC
operational --> idle: stop/0 or fatal subsystem exit
recovering --> operational: critical runtime faults are cleared and target is OP
recovering --> deactivated: critical runtime faults are cleared and target is SAFEOP
recovering --> preop_ready: critical runtime faults are cleared and target is PREOP
recovering --> idle: stop/0 or recovery fails
```
Physical link loss normally appears here as a runtime `:recovering` transition,
not an immediate return to `:idle`. `:idle` is reserved for explicit stop,
startup failure, bus-process exit, or fatal policy.
## Startup Sequence
```mermaid
sequenceDiagram
autonumber
participant App
participant Master
participant Bus
participant DC
participant Domain
participant Slave
App->>Master: start/1
Master->>Bus: count slaves, assign stations, verify link
opt DC is configured
Master->>DC: initialize clocks
end
Master->>Domain: start domains in open state
Master->>Slave: start slave processes
Slave->>Bus: reach PREOP through INIT, SII, and mailbox setup
Slave->>Domain: register PDO layout
Slave-->>Master: report ready at PREOP
opt activation is requested and possible
opt DC runtime is available
Master->>DC: start runtime maintenance
end
Master->>Domain: start cyclic exchange
opt DC lock is required
Master->>DC: wait for lock
end
Master->>Slave: request SAFEOP
Master->>Slave: request OP
end
Master-->>App: state becomes preop_ready, activation_blocked, or operational
```
## Usage
EtherCAT.start(
interface: "eth0",
dc: %EtherCAT.DC.Config{
cycle_ns: 1_000_000,
await_lock?: true,
lock_policy: :recovering
},
domains: [
%EtherCAT.Domain.Config{id: :main, cycle_time_us: 1_000}
],
slaves: [
%EtherCAT.Slave.Config{name: :coupler},
%EtherCAT.Slave.Config{
name: :sensor,
driver: MyApp.EL1809,
process_data: {:all, :main}
},
%EtherCAT.Slave.Config{
name: :valve,
driver: MyApp.EL2809,
process_data: {:all, :main}
}
]
)
:ok = EtherCAT.await_running()
EtherCAT.subscribe(:sensor, :ch1) # receive {:ethercat, :signal, :sensor, :ch1, value}
EtherCAT.write_output(:valve, :ch1, 1)
EtherCAT.deactivate()
EtherCAT.stop()
## Dynamic PREOP Configuration
EtherCAT.start(
interface: "eth0",
domains: [%EtherCAT.Domain.Config{id: :main, cycle_time_us: 1_000}]
)
:ok = EtherCAT.await_running()
:ok =
EtherCAT.configure_slave(
:slave_1,
driver: MyApp.EL1809,
process_data: {:all, :main},
target_state: :op
)
:ok = EtherCAT.activate()
:ok = EtherCAT.await_operational()
## Sub-modules
`EtherCAT.Slave.API`, `EtherCAT.Domain.API`, `EtherCAT.DC.API`, `EtherCAT.Bus`
— low-level slave control, domain/runtime helpers, and direct frame
transactions.
"""
alias EtherCAT.Domain.API, as: DomainAPI
alias EtherCAT.Master.API, as: MasterAPI
alias EtherCAT.Slave.API, as: SlaveAPI
@doc """
Return the stable bus server reference for direct frame transactions.
Returns `{:error, :not_started}` if the master does not exist and
`{:error, :timeout}` if the local master call itself times out.
"""
@spec bus() :: EtherCAT.Bus.server() | nil | {:error, :not_started | :timeout}
def bus, do: MasterAPI.bus()
@doc """
Start the master: open the interface, discover slaves, and begin
self-driving configuration.
Returns `:ok` once discovery has started. Call `await_running/1` to block
until startup finishes. If the master falls back to `:idle`, inspect
`last_failure/0` for the retained reason. For dynamic PREOP workflows, call
`activate/0` afterwards to enter cyclic operation.
Options:
- `:interface` (required) — network interface, e.g. `"eth0"`
- `:domains` — list of `%EtherCAT.Domain.Config{}` structs describing
domain intent. High-level domain configs do not take `:logical_base`;
the master allocates logical windows automatically.
- `:slaves` — list of `%EtherCAT.Slave.Config{}` structs
(position matters — station address = `base_station + index`).
`nil` entries are rejected; use `%EtherCAT.Slave.Config{name: :coupler}` for
unnamed couplers. If omitted or empty, one default slave process is started
per discovered station and held in `:preop` for dynamic configuration.
- `:base_station` — first station address, default `0x1000`
- `:dc``%EtherCAT.DC.Config{}` for master-wide Distributed Clocks, or
`nil` to disable DC. `await_lock?` gates startup activation; `lock_policy`
controls the runtime reaction to DC lock loss.
- `:frame_timeout_ms` — optional fixed bus frame response timeout in ms
(otherwise auto-tuned from slave count and cycle time)
- `:scan_poll_ms` — optional discovery poll interval in ms
- `:scan_stable_ms` — optional identical-count stability window in ms before startup begins
"""
@spec start(keyword()) :: :ok | {:error, term()}
def start(opts \\ []), do: MasterAPI.start(opts)
@doc "Stop the master: tear the session down completely. Returns `:already_stopped` if not running."
@spec stop() :: :ok | :already_stopped
def stop, do: MasterAPI.stop()
@doc """
Block until the master reaches a usable session state, then return `:ok`.
Returns `{:error, :timeout}` if startup does not complete within `timeout_ms` ms.
Returns `{:error, :not_started}` if `start/1` has not been called.
Returns startup degradation or runtime recovery errors if the session is not
currently usable.
"""
@spec await_running(timeout_ms :: pos_integer()) :: :ok | {:error, term()}
def await_running(timeout_ms \\ 10_000), do: MasterAPI.await_running(timeout_ms)
@doc """
Block until the master reaches operational cyclic runtime, then return `:ok`.
This is stricter than `await_running/1`: `:preop_ready` and `:deactivated`
are not enough.
"""
@spec await_operational(timeout_ms :: pos_integer()) :: :ok | {:error, term()}
def await_operational(timeout_ms \\ 10_000), do: MasterAPI.await_operational(timeout_ms)
@doc """
Return the current public session state.
Values:
- `:idle`
- `:discovering`
- `:awaiting_preop`
- `:preop_ready`
- `:deactivated` — session is live but intentionally settled below OP, typically SAFEOP
- `:operational` — cyclic OP path is healthy; inspect `slaves/0` for non-critical per-slave faults
- `:activation_blocked` — the transition to the desired runtime target is blocked
- `:recovering` — runtime fault recovery in progress
Returns `{:error, :not_started}` if the master does not exist and
`{:error, :timeout}` if the local master call itself times out.
"""
@spec state() ::
:idle
| :discovering
| :awaiting_preop
| :preop_ready
| :deactivated
| :operational
| :activation_blocked
| :recovering
| {:error, :not_started | :timeout}
def state, do: MasterAPI.state()
@doc """
Return a Distributed Clocks status snapshot for the current session.
Returns `{:error, :not_started}` if the master process does not exist.
Returns `{:error, :timeout}` if the local master call itself times out.
"""
@spec dc_status() :: EtherCAT.DC.Status.t() | {:error, :not_started | :timeout}
def dc_status, do: MasterAPI.dc_status()
@doc "Return the current DC reference clock as `%{name, station}`."
@spec reference_clock() ::
{:ok, %{name: atom() | nil, station: non_neg_integer()}} | {:error, term()}
def reference_clock, do: MasterAPI.reference_clock()
@doc """
Wait for DC lock.
Returns `:ok` once the active DC runtime reports `:locked`.
"""
@spec await_dc_locked(timeout_ms :: pos_integer()) :: :ok | {:error, term()}
def await_dc_locked(timeout_ms \\ 5_000), do: MasterAPI.await_dc_locked(timeout_ms)
@doc """
Return the last terminal startup/runtime failure retained after the master
returned to `:idle`.
Returns `{:error, :not_started}` if the master does not exist and
`{:error, :timeout}` if the local master call itself times out.
"""
@spec last_failure() :: map() | nil | {:error, :not_started | :timeout}
def last_failure, do: MasterAPI.last_failure()
@doc """
Configure a discovered slave while the session is still in PREOP.
This is the dynamic counterpart to providing `%EtherCAT.Slave.Config{}` entries
up front in `start/1`.
"""
@spec configure_slave(atom(), keyword() | EtherCAT.Slave.Config.t()) :: :ok | {:error, term()}
def configure_slave(slave_name, opts), do: MasterAPI.configure_slave(slave_name, opts)
@doc """
Start cyclic operation after dynamic PREOP configuration.
This starts the DC runtime, starts all domains cycling, and advances all slaves
whose `target_state` is `:op`.
"""
@spec activate() :: :ok | {:error, term()}
def activate, do: MasterAPI.activate()
@doc """
Leave OP while keeping the session alive.
`deactivate/0` settles the runtime in SAFEOP by default. Use
`deactivate(:preop)` when you need to re-enter PREOP for reconfiguration.
"""
@spec deactivate(:safeop | :preop) :: :ok | {:error, term()}
def deactivate(target \\ :safeop), do: MasterAPI.deactivate(target)
@doc """
Return `[%{name:, station:, server:, pid:, fault:}]` for all running slaves.
Returns `{:error, :not_started}` if the master does not exist and
`{:error, :timeout}` if the local master call itself times out.
"""
@spec slaves() ::
[
%{
name: atom(),
station: non_neg_integer(),
server: :gen_statem.server_ref(),
pid: pid() | nil,
fault: term() | nil
}
]
| {:error, :not_started | :timeout}
def slaves, do: MasterAPI.slaves()
@doc """
Return `[{id, cycle_time_us, pid}]` for all running domains.
Returns `{:error, :not_started}` if the master does not exist and
`{:error, :timeout}` if the local master call itself times out.
"""
@spec domains() :: list() | {:error, :not_started | :timeout}
def domains, do: MasterAPI.domains()
@doc """
Update the live cycle period of a running domain.
This changes the `Domain` runtime directly. The master keeps its initial
domain plan; `domains/0` and `domain_info/1` reflect the live period owned by
the `Domain` process.
"""
@spec update_domain_cycle_time(atom(), pos_integer()) :: :ok | {:error, term()}
def update_domain_cycle_time(domain_id, cycle_time_us),
do: MasterAPI.update_domain_cycle_time(domain_id, cycle_time_us)
@doc """
Return a diagnostic snapshot for a slave.
Keys:
- `:name` — slave atom name
- `:station` — assigned bus station address
- `:al_state` — current ESM state: `:init | :preop | :safeop | :op`
- `:identity``%{vendor_id, product_code, revision, serial_number}` from SII, or `nil`
- `:esc``%{fmmu_count, sm_count}` from ESC base registers, or `nil`
- `:driver` — driver module in use
- `:coe``true` if the slave has a mailbox (CoE-capable)
- `:available_fmmus` — FMMUs supported by the ESC, or `nil`
- `:used_fmmus` — count of active `{domain, SyncManager}` attachments
- `:attachments` — list of `%{domain, sm_index, direction, logical_address, sm_size, signal_count, signals}`
- `:signals` — list of `%{name, domain, direction, bit_offset, bit_size}` for registered signals
- `:configuration_error` — last configuration failure atom, or `nil`
## Example
iex> EtherCAT.slave_info(:sensor)
{:ok, %{
name: :sensor,
station: 0x1001,
al_state: :op,
identity: %{vendor_id: 0x2, product_code: 0x07111389, revision: 0x00190000, serial_number: 0},
esc: %{fmmu_count: 3, sm_count: 4},
driver: MyApp.EL1809,
coe: false,
available_fmmus: 3,
used_fmmus: 1,
attachments: [
%{domain: :main, sm_index: 3, direction: :input, logical_address: 0x0000, sm_size: 2, signal_count: 2, signals: [:ch1, :ch2]}
],
signals: [
%{name: :ch1, domain: :main, direction: :input, bit_offset: 0, bit_size: 1},
...
],
configuration_error: nil
}}
"""
@spec slave_info(atom()) :: {:ok, map()} | {:error, :not_found | :timeout}
def slave_info(slave_name), do: SlaveAPI.info(slave_name)
@doc """
Return a diagnostic snapshot for a domain.
Keys:
- `:id` — domain atom identifier
- `:cycle_time_us` — current cycle period in microseconds
- `:state``:open | :cycling | :stopped`
- `:cycle_count` — successful LRW cycles since last start
- `:miss_count` — consecutive missed cycles (resets on success)
- `:total_miss_count` — cumulative missed cycles since last start
- `:logical_base` — current LRW logical start address for this domain image
- `:image_size` — PDO image size in bytes
- `:expected_wkc` — expected working counter for a healthy bus
## Example
iex> EtherCAT.domain_info(:main)
{:ok, %{
id: :main,
cycle_time_us: 1_000,
state: :cycling,
cycle_count: 12345,
miss_count: 0,
total_miss_count: 2,
logical_base: 0,
image_size: 4,
expected_wkc: 3
}}
"""
@spec domain_info(atom()) :: {:ok, map()} | {:error, :not_found | :timeout}
def domain_info(domain_id), do: DomainAPI.info(domain_id)
@doc """
Subscribe to named slave events.
`name` may refer to:
- a registered process-data signal, delivered as
`{:ethercat, :signal, slave_name, name, value}`
- a named latch configured through `sync.latches`, delivered as
`{:ethercat, :latch, slave_name, name, timestamp_ns}`
"""
@spec subscribe(atom(), atom(), pid()) :: :ok | {:error, :not_found | :timeout}
def subscribe(slave_name, name, pid \\ self()),
do: SlaveAPI.subscribe(slave_name, name, pid)
@doc """
Stage `value` into a slave output PDO for the next domain cycle.
This confirms the value was staged into the master's domain output buffer for
the next cycle. It does not prove the slave has already applied the value on
hardware.
"""
@spec write_output(atom(), atom(), term()) :: :ok | {:error, term()}
def write_output(slave_name, pdo_name, value),
do: SlaveAPI.write_output(slave_name, pdo_name, value)
@doc """
Read the latest decoded input sample for a slave input signal.
Returns `{value, updated_at_us}` where `updated_at_us` is the last valid
master refresh time for the cached process-image sample, not a hardware-edge
timestamp.
Returns `{:error, :not_ready}` until the first domain cycle completes.
"""
@spec read_input(atom(), atom()) :: {:ok, {term(), integer()}} | {:error, term()}
def read_input(slave_name, pdo_name),
do: SlaveAPI.read_input(slave_name, pdo_name)
@doc """
Download a CoE SDO value to a slave mailbox object entry.
This is a blocking acyclic mailbox transfer and is only valid once the slave
mailbox is configured, typically from PREOP onward.
"""
@spec download_sdo(atom(), non_neg_integer(), non_neg_integer(), binary()) ::
:ok | {:error, term()}
def download_sdo(slave_name, index, subindex, data),
do: SlaveAPI.download_sdo(slave_name, index, subindex, data)
@doc """
Upload a CoE SDO value from a slave mailbox object entry.
This is a blocking acyclic mailbox transfer and is only valid once the slave
mailbox is configured, typically from PREOP onward.
"""
@spec upload_sdo(atom(), non_neg_integer(), non_neg_integer()) ::
{:ok, binary()} | {:error, term()}
def upload_sdo(slave_name, index, subindex),
do: SlaveAPI.upload_sdo(slave_name, index, subindex)
end