Engineering prototype · physical validation is not yet documented

Reversible · local-first · staged

Add motion.
Keep the shade.

A build plan for an external winch that is intended to lift a cordless cellular shade without modifying its internal mechanism. Start with one window, prove each gate, then decide whether to repeat it.

  • No cloud account required by the design
  • No original shade disassembly planned
  • No physical performance claim made here
Conceptual lift path

Directional diagram only. Clearances, force, retention, temperature, line behavior, and safe failure modes require measurement on the actual installation.

01

External, not invasive

The concept adds a motor, line, and anchor outside the shade rather than altering the headrail.

02

One before three

Print and qualify one complete unit before purchasing or fabricating the remaining quantity.

03

Evidence before confidence

Software output and generated STL files are inputs to testing, not evidence of a safe installation.

System map

Six blocks. One controlled motion.

The planned architecture keeps high-level automation separate from the low-voltage hardware at each window. The public guide intentionally omits household network details and credentials.

  1. 01
    CommandSchedule, local interface, or physical button
  2. 02
    ESP32Commands position and reads the required top endstop
  3. 03
    TMC2209 driverProduces current from the STEP/DIR interface
  4. 04
    Motor + spoolConverts rotation into line travel
  5. 05
    Lift lineTransfers motion to the bottom rail
  6. 06
    ShadeMoves only after fit and load gates pass
Prototype boundary

The repository contains a proposed ESPHome configuration and open-loop position model. It does not contain retained evidence of installed endstops, measured repeatability, thermal qualification, or a completed three-shade run.

Bill of materials

Buy for one. Reserve for three.

Quantities below reflect the repository design, not a live stock check or purchase authorization. Confirm electrical ratings, dimensions, reviews, and delivery immediately before ordering.

Core planned parts
Part Specification to verify One-unit gate Three-unit total
NEMA 17 motor42 × 42 × 38 mm; 1.5 A; 42 N·cm; 5 mm D-shaft13
TMC2209 STEP/DIR driverStepstick format; 12 V compatible; current limit set before motion13 used from a 5-pack
ESP32 development board30-pin ESP32-WROOM-style footprint13
Protected 12 V DC adapter packUL-listed; 2 A target; correct polarity; female 5.5 × 2.1 mm barrel screw terminals included1 supply + 1 included terminal3 used from a 5-pack
LM2596 buck converterAdjustable output; set and measure 5.0 V before load13 used from a 5-pack
Solderless breadboard + jumpersBench validation only; never the installed final assembly1 shared bench setup1 shared kit
FR-4 prototype board50 × 70 mm solderable board for the installed control box13 used from a mixed kit
Permanent low-voltage wire22 AWG stranded, color-coded; terminate and insulate every jointAs required1 shared six-color pack
Electrolytic capacitor100 µF, 25 V minimum; observe polarity13 + spares
Braided lift lineThin, high-strength, non-loop installationAbout 1.4 m1 spool
KW12-3 top endstopRoller limit switch; required physical upward stop and re-zero input13 used from a 10-pack
M2 × 16 machine screws + M2 flat washerscSeao B0BD2CXW7D; signed-in check July 30, 2026: $8.99, 4.4/5 from 72 reviews, listed for July 31 delivery2 screws + 4 washers6 screws + 12 washers
M2 nylon lock nuts (nyloc)MroMax B07YV8D6HG; signed-in check July 30, 2026: $5.59, 4.7/5 from 134 reviews, listed for July 31 delivery2 nuts6 nuts
Local push buttonPrewired 12 mm momentary control13 used from a 5-pack
M3 motor hardwareScrews, nuts, and washers matched to motor and printed interfaces1 set1 shared assortment
#8 × 1¼-inch wood screwsUse only in verified sound wood; choose substrate-specific anchors otherwiseAfter substrate checkAs installation requires
#6 × ½-inch pan-head screwsBottom-rail interface only after material and engagement check26
Ballast materialIncremental mass only after controlled descent testing200–400 g trial rangeUp to 1.2 kg trial stock

Shared supplies

PETG filament, a multimeter, solder, heat-shrink, a USB data cable, cable management, and eye protection support all units.

Final assembly boundary

The solderless board proves the circuit on the bench. Installation requires the 50 × 70 mm FR-4 board, 22 AWG wire, and the KW12-3 endstop.

Cost is provisional

The signed-in three-shade build-pack check on July 30, 2026 recorded $220.56 before tax—$3.46 below the prior $224.02 snapshot. Treat that as time-stamped planning data, not a standing quote.

Staged assembly

Every phase earns the next.

This sequence converts the repository concept into a validation plan. Stop on any unexpected heat, noise, movement, line behavior, looseness, or software state.

  1. 01

    Measure gate

    Confirm the actual shade and mounting envelope

    Record shade type, travel, at least 50 mm of head clearance, nearby heat, outlet path, and child/pet access. Identify the substrate before choosing fasteners.

    Exit evidence: dimensioned sketch, substrate identification, and chosen mount location. Use #8 wood screws only in sound wood.
  2. 02

    Print gate

    Fabricate and inspect one six-file kit

    Test the 42 × 42 × 38 mm motor pilot and holes, 5 mm D-shaft bore, fasteners, enclosure clearances, integral KW12-3 mount, and line path.

    Exit evidence: accepted part photos, dimensions, slicer report, and rejection notes.
  3. 03

    Electrical gate

    Bench-test low voltage with no shade attached

    Verify polarity, set the converter to 5.0 V before the controller is connected, and set TMC2209 current with no line attached. Prove the circuit on a solderless board, then transfer the accepted design to 50 × 70 mm FR-4 with 22 AWG wire.

    Exit evidence: measured rails, current setting, inspected solder joints and insulation, temperatures, and emergency-stop method.
  4. 04

    Mechanical gate

    Dry-fit the mount, spool, line, and anchor

    Keep power disconnected. Check straight line travel, sharp edges, fastener engagement, clearance, and a loop-free route.

    Exit evidence: full manual travel without rubbing, snagging, or fixture movement.
  5. 05

    Motion gate

    Run bounded low-speed travel with a spotter

    Start with a short move and immediate power access. Increase travel only after reviewing line winding, mount motion, motor heat, and skipped steps.

    Exit evidence: repeatable short travel followed by 25 supervised cycles, then a 250-cycle endurance gate.
  6. 06

    Control gate

    Require the physical endstop, then test recovery

    Verify the KW12-3 stops upward motion and re-zeroes independently of step counting. Then test restart, loss of communications, loss of power, manual intervention, and re-zero.

    Exit evidence: retained endstop-actuation and recovery logs across repeated full cycles.
  7. 07

    Replication gate

    Decide whether to build units two and three

    Repeat only after the first installation meets the project’s safety, reliability, noise, thermal, and usability criteria.

    Exit evidence: signed go/no-go decision and frozen configuration.

Non-negotiable

Treat motion, line, heat, and power as hazards.

This is a DIY electromechanical prototype, not a certified window-covering product. A qualified adult must review the installation, and the system must remain inaccessible to children and pets.

01

No loops

Use one straight, guarded line. Never create a reachable loop or entanglement point.

02

Guard pinch zones

Keep hands, fabric, and objects away from the spool, line, anchor, and moving bottom rail.

03

Separate from heat

Keep electronics, adapters, and cable insulation away from radiators, direct heat, and trapped sun load.

04

Use listed power

Use a correctly rated, safety-listed low-voltage adapter. Measure converter output before connecting electronics.

05

Prove the mount

Use #8 × 1¼-inch wood screws only in verified sound wood. Choose substrate-specific anchors otherwise; validate any adhesive separately.

06

Keep a hard stop

Maintain immediate access to disconnect power during every prototype test. Do not test unattended.

Validation register

Visible unknowns are a feature.

The checklist below is deliberately conservative. Mark an item complete only with retained evidence from the actual hardware and installation—not because a model, drawing, or simulation looks correct.

Current public evidence status
GateCurrent statusRequired evidence
Parametric CAD sourceSource presentRegeneration log and geometry review
STL exportsSix files presentSlicer review, printed dimensions, integral endstop mount, and fit checks
Firmware configurationDraft presentBench logs on the selected board and driver
Permanent FR-4 interconnectNot documented50 × 70 mm board, 22 AWG wiring, insulation, and enclosure inspection
Required KW12-3 endstopMount source presentSwitch fit, upward stop, re-zero, and fault tests
Single-shade motionNot documentedBounded motion and recovery test record
Mount retentionNot documentedStatic load, creep, fastener, and inspection results
Thermal behaviorNot documentedMotor, driver, enclosure, adapter, and ambient measurements
Line and entanglement reviewRequiredInstallation-specific hazard review
Three-unit repeatabilityNot documentedMatched configuration and repeated cycle data

Printable field sheet

One-unit release checklist

Browser checks are not saved or submitted. Print this section for a durable test record.

Questions before fabrication

Build only what the evidence supports.

Is this a finished motorized-shade product?

No. It is an open prototype plan. It has not been represented here as certified, production-ready, or physically validated.

Will it fit every cordless cellular shade?

No fit claim is made. The actual headrail, bottom rail, spring balance, travel, clearances, structure, and heat exposure must be measured.

Should all three units be ordered and printed immediately?

No. The lowest-risk path is one motor channel, one print set, one shade, and a defined test record before replication.

Does the public guide include remote-access setup?

No. Network identifiers, credentials, and household infrastructure are deliberately outside this privacy-safe public guide.

Are the cost and print estimates guaranteed?

No. They are planning values from the source notes. Re-slice the current files and re-price the exact approved parts before committing.

The practical next move

Prove one clean, bounded motion.

That single result is more valuable than three boxes of unverified parts.

Return to phase 01