build: fix excluded components being passed to component manager

`__COMPONENT_TARGETS` is evaluated very early when components and
component directories are added to the build, which means that all
components (including the ones which are in EXCLUDE_COMPONENTS) have
a build system target defined. The component manager was given the
list of all known components (derived from the list of targets), not
the list of components after EXCLUDE_COMPONENTS were processed.
Because of that, EXCLUDE_COMPONENTS didn't effectively exclude the
component from the consideration of the component manager.

tools/ci/test_build_system_cmake.sh

@@ -936,6 +936,14 @@ endmenu\n" >> ${IDF_PATH}/Kconfig
     mv CMakeLists.bak CMakeLists.txt # revert previous modifications
     rm -rf extra_dir components
 
+    print_status "Components in EXCLUDE_COMPONENTS not passed to idf_component_manager"
+    clean_build_dir
+    idf.py create-component -C components/ to_be_excluded || failure "Failed to create a component"
+    echo "invalid syntax..." > components/to_be_excluded/idf_component.yml
+    ! idf.py reconfigure || failure "Build should have failed due to invalid syntax in idf_component.yml"
+    idf.py -DEXCLUDE_COMPONENTS=to_be_excluded reconfigure || failure "Build should have succeeded when the component is excluded"
+    rm -rf components/to_be_excluded
+
     print_status "Create project using idf.py and build it"
     echo "Trying to create project."
     (idf.py -C projects create-project temp_test_project) || failure "Failed to create the project."

tools/cmake/build.cmake

@@ -494,10 +494,8 @@ macro(idf_build_process target)
         set(local_components_list_file ${build_dir}/local_components_list.temp.yml)
 
         set(__contents "components:\n")
-        idf_build_get_property(__component_targets __COMPONENT_TARGETS)
-        foreach(__component_target ${__component_targets})
-            __component_get_property(__component_name ${__component_target} COMPONENT_NAME)
-            __component_get_property(__component_dir ${__component_target} COMPONENT_DIR)
+        foreach(__component_name ${components})
+            idf_component_get_property(__component_dir ${__component_name} COMPONENT_DIR)
             set(__contents "${__contents}  - name: \"${__component_name}\"\n    path: \"${__component_dir}\"\n")
         endforeach()