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spore/README.md
2025-08-21 20:19:16 +02:00

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# SPORE
> **S**Procket **OR**chestration **E**ngine
SPORE is a basic cluster orchestration engine for ESP8266 microcontrollers that provides automatic node discovery, health monitoring, and over-the-air updates in a distributed network environment.
## Features
- **WiFi Management**: Automatic WiFi STA/AP configuration with hostname generation
- **Auto Discovery**: UDP-based node discovery with automatic cluster membership
- **Service Registry**: Dynamic API endpoint discovery and registration
- **Health Monitoring**: Real-time node status tracking with resource monitoring
- **Event System**: Local and cluster-wide event publishing/subscription
- **Over-The-Air Updates**: Seamless firmware updates across the cluster
- **RESTful API**: HTTP-based cluster management and monitoring
## Supported Hardware
- **ESP-01** (1MB Flash)
- **ESP-01S** (1MB Flash)
- Other ESP8266 boards with 1MB+ flash
## Architecture
### Core Components
The system architecture consists of several key components working together:
- **Network Manager**: WiFi connection handling and hostname configuration
- **Cluster Manager**: Node discovery, member list management, and health monitoring
- **API Server**: HTTP API server with dynamic endpoint registration
- **Task Scheduler**: Cooperative multitasking system for background operations
- **Node Context**: Central context providing event system and shared resources
### Auto Discovery Protocol
The cluster uses a UDP-based discovery protocol for automatic node detection:
1. **Discovery Broadcast**: Nodes periodically send UDP packets on port 4210
2. **Response Handling**: Nodes respond with their hostname and IP address
3. **Member Management**: Discovered nodes are automatically added to the cluster
4. **Health Monitoring**: Continuous status checking via HTTP API calls
### Task Scheduling
The system runs several background tasks at different intervals:
- **Discovery Tasks**: Send/listen for discovery packets (1s/100ms)
- **Status Updates**: Monitor cluster member health (1s)
- **Heartbeat**: Maintain cluster connectivity (2s)
- **Member Info**: Update detailed node information (10s)
- **Debug Output**: Print cluster status (5s)
## API Endpoints
### Node Management
| Endpoint | Method | Description |
|----------|--------|-------------|
| `/api/node/status` | GET | Get system resources and API endpoints |
| `/api/node/update` | POST | Upload and install firmware update |
| `/api/node/restart` | POST | Restart the node |
### Cluster Management
| Endpoint | Method | Description |
|----------|--------|-------------|
| `/api/cluster/members` | GET | Get cluster membership and status |
### Node Status Response
```json
{
"freeHeap": 12345,
"chipId": 12345678,
"sdkVersion": "2.2.2-dev(38a443e)",
"cpuFreqMHz": 80,
"flashChipSize": 1048576,
"api": [
{
"uri": "/api/node/status",
"method": "GET"
}
]
}
```
### Cluster Members Response
```json
{
"members": [
{
"hostname": "esp_123456",
"ip": "192.168.1.100",
"lastSeen": 1234567890,
"latency": 5,
"status": "ACTIVE",
"resources": {
"freeHeap": 12345,
"chipId": 12345678,
"sdkVersion": "2.2.2-dev(38a443e)",
"cpuFreqMHz": 80,
"flashChipSize": 1048576
},
"api": [
{
"uri": "/api/node/status",
"method": "GET"
}
]
}
]
}
```
## Configuration
### Environment Setup
Create a `.env` file in your project root:
```bash
# API node IP for cluster management
export API_NODE=192.168.1.100
# WiFi credentials (optional, can be configured in code)
export WIFI_SSID=your_network
export WIFI_PASSWORD=your_password
```
### PlatformIO Configuration
The project uses PlatformIO with the following configuration:
- **Framework**: Arduino
- **Board**: ESP-01 with 1MB flash
- **Upload Speed**: 115200 baud
- **Flash Mode**: DOUT (required for ESP-01S)
## Development
### Prerequisites
- PlatformIO Core or PlatformIO IDE
- ESP8266 development tools
- `jq` for JSON processing in scripts
### Building
Build the firmware:
```bash
./ctl.sh build
```
### Flashing
Flash firmware to a connected device:
```bash
./ctl.sh flash
```
### Over-The-Air Updates
Update a specific node:
```bash
./ctl.sh ota update 192.168.1.100
```
Update all nodes in the cluster:
```bash
./ctl.sh ota all
```
### Cluster Management
View cluster members:
```bash
./ctl.sh cluster members
```
## Implementation Details
### Event System
The `NodeContext` provides an event-driven architecture:
```cpp
// Subscribe to events
ctx.on("node_discovered", [](void* data) {
NodeInfo* node = static_cast<NodeInfo*>(data);
// Handle new node discovery
});
// Publish events
ctx.fire("node_discovered", &newNode);
```
### Node Status Tracking
Nodes are automatically categorized by their activity:
- **ACTIVE**: Responding within 10 seconds
- **INACTIVE**: No response for 10-60 seconds
- **DEAD**: No response for over 60 seconds
### Resource Monitoring
Each node tracks:
- Free heap memory
- Chip ID and SDK version
- CPU frequency
- Flash chip size
- API endpoint registry
## Troubleshooting
### Common Issues
1. **Discovery Failures**: Check UDP port 4210 is not blocked
2. **WiFi Connection**: Verify SSID/password in NetworkManager
3. **OTA Updates**: Ensure sufficient flash space (1MB minimum)
4. **Cluster Split**: Check network connectivity between nodes
### Debug Output
Enable serial monitoring to see cluster activity:
```bash
pio device monitor
```
## Contributing
1. Fork the repository
2. Create a feature branch
3. Make your changes
4. Test thoroughly on ESP8266 hardware
5. Submit a pull request
## License
[Add your license information here]
## Acknowledgments
- Built with [PlatformIO](https://platformio.org/)
- Uses [TaskScheduler](https://github.com/arkhipenko/TaskScheduler) for cooperative multitasking
- [ESPAsyncWebServer](https://github.com/me-no-dev/ESPAsyncWebServer) for HTTP API
- [ArduinoJson](https://arduinojson.org/) for JSON processing