core/.github/copilot-instructions.md

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# GitHub Copilot & Claude Code Instructions
This repository contains the core of Home Assistant, a Python 3 based home automation application.
## Integration Quality Scale
Home Assistant uses an Integration Quality Scale to ensure code quality and consistency. The quality level determines which rules apply:
### Quality Scale Levels
- **Bronze**: Basic requirements (ALL Bronze rules are mandatory)
- **Silver**: Enhanced functionality
- **Gold**: Advanced features
- **Platinum**: Highest quality standards
### How Rules Apply
1. **Check `manifest.json`**: Look for `"quality_scale"` key to determine integration level
2. **Bronze Rules**: Always required for any integration with quality scale
3. **Higher Tier Rules**: Only apply if integration targets that tier or higher
4. **Rule Status**: Check `quality_scale.yaml` in integration folder for:
- `done`: Rule implemented
- `exempt`: Rule doesn't apply (with reason in comment)
- `todo`: Rule needs implementation
### Example `quality_scale.yaml` Structure
```yaml
rules:
# Bronze (mandatory)
config-flow: done
entity-unique-id: done
action-setup:
status: exempt
comment: Integration does not register custom actions.
# Silver (if targeting Silver+)
entity-unavailable: done
parallel-updates: done
# Gold (if targeting Gold+)
devices: done
diagnostics: done
# Platinum (if targeting Platinum)
strict-typing: done
```
**When Reviewing/Creating Code**: Always check the integration's quality scale level and exemption status before applying rules.
## Code Review Guidelines
**When reviewing code, do NOT comment on:**
- **Missing imports** - We use static analysis tooling to catch that
- **Code formatting** - We have ruff as a formatting tool that will catch those if needed (unless specifically instructed otherwise in these instructions)
## Python Requirements
- **Compatibility**: Python 3.13+
- **Language Features**: Use the newest features when possible:
- Pattern matching
- Type hints
- f-strings (preferred over `%` or `.format()`)
- Dataclasses
- Walrus operator
### Strict Typing (Platinum)
- **Comprehensive Type Hints**: Add type hints to all functions, methods, and variables
- **Custom Config Entry Types**: When using runtime_data:
```python
type MyIntegrationConfigEntry = ConfigEntry[MyClient]
```
- **Library Requirements**: Include `py.typed` file for PEP-561 compliance
## Code Quality Standards
- **Formatting**: Ruff
- **Linting**: PyLint and Ruff
- **Type Checking**: MyPy
- **Testing**: pytest with plain functions and fixtures
- **Language**: American English for all code, comments, and documentation (use sentence case, including titles)
### Writing Style Guidelines
- **Tone**: Friendly and informative
- **Perspective**: Use second-person ("you" and "your") for user-facing messages
- **Inclusivity**: Use objective, non-discriminatory language
- **Clarity**: Write for non-native English speakers
- **Formatting in Messages**:
- Use backticks for: file paths, filenames, variable names, field entries
- Use sentence case for titles and messages (capitalize only the first word and proper nouns)
- Avoid abbreviations when possible
## Code Organization
### Core Locations
- Shared constants: `homeassistant/const.py` (use these instead of hardcoding)
- Integration structure:
- `homeassistant/components/{domain}/const.py` - Constants
- `homeassistant/components/{domain}/models.py` - Data models
- `homeassistant/components/{domain}/coordinator.py` - Update coordinator
- `homeassistant/components/{domain}/config_flow.py` - Configuration flow
- `homeassistant/components/{domain}/{platform}.py` - Platform implementations
### Common Modules
- **coordinator.py**: Centralize data fetching logic
```python
class MyCoordinator(DataUpdateCoordinator[MyData]):
def __init__(self, hass: HomeAssistant, client: MyClient, config_entry: ConfigEntry) -> None:
super().__init__(
hass,
logger=LOGGER,
name=DOMAIN,
update_interval=timedelta(minutes=1),
config_entry=config_entry, # ✅ Pass config_entry - it's accepted and recommended
)
```
- **entity.py**: Base entity definitions to reduce duplication
```python
class MyEntity(CoordinatorEntity[MyCoordinator]):
_attr_has_entity_name = True
```
### Runtime Data Storage
- **Use ConfigEntry.runtime_data**: Store non-persistent runtime data
```python
type MyIntegrationConfigEntry = ConfigEntry[MyClient]
async def async_setup_entry(hass: HomeAssistant, entry: MyIntegrationConfigEntry) -> bool:
client = MyClient(entry.data[CONF_HOST])
entry.runtime_data = client
```
### Manifest Requirements
- **Required Fields**: `domain`, `name`, `codeowners`, `integration_type`, `documentation`, `requirements`
- **Integration Types**: `device`, `hub`, `service`, `system`, `helper`
- **IoT Class**: Always specify connectivity method (e.g., `cloud_polling`, `local_polling`, `local_push`)
- **Discovery Methods**: Add when applicable: `zeroconf`, `dhcp`, `bluetooth`, `ssdp`, `usb`
- **Dependencies**: Include platform dependencies (e.g., `application_credentials`, `bluetooth_adapters`)
### Config Flow Patterns
- **Version Control**: Always set `VERSION = 1` and `MINOR_VERSION = 1`
- **Unique ID Management**:
```python
await self.async_set_unique_id(device_unique_id)
self._abort_if_unique_id_configured()
```
- **Error Handling**: Define errors in `strings.json` under `config.error`
- **Step Methods**: Use standard naming (`async_step_user`, `async_step_discovery`, etc.)
### Integration Ownership
- **manifest.json**: Add GitHub usernames to `codeowners`:
```json
{
"domain": "my_integration",
"name": "My Integration",
"codeowners": ["@me"]
}
```
### Documentation Standards
- **File Headers**: Short and concise
```python
"""Integration for Peblar EV chargers."""
```
- **Method/Function Docstrings**: Required for all
```python
async def async_setup_entry(hass: HomeAssistant, entry: PeblarConfigEntry) -> bool:
"""Set up Peblar from a config entry."""
```
- **Comment Style**:
- Use clear, descriptive comments
- Explain the "why" not just the "what"
- Keep code block lines under 80 characters when possible
- Use progressive disclosure (simple explanation first, complex details later)
## Async Programming
- All external I/O operations must be async
- **Best Practices**:
- Avoid sleeping in loops
- Avoid awaiting in loops - use `gather` instead
- No blocking calls
- Group executor jobs when possible - switching between event loop and executor is expensive
### Async Dependencies (Platinum)
- **Requirement**: All dependencies must use asyncio
- Ensures efficient task handling without thread context switching
### WebSession Injection (Platinum)
- **Pass WebSession**: Support passing web sessions to dependencies
```python
async def async_setup_entry(hass: HomeAssistant, entry: MyConfigEntry) -> bool:
"""Set up integration from config entry."""
client = MyClient(entry.data[CONF_HOST], async_get_clientsession(hass))
```
- For cookies: Use `async_create_clientsession` (aiohttp) or `create_async_httpx_client` (httpx)
### Blocking Operations
- **Use Executor**: For blocking I/O operations
```python
result = await hass.async_add_executor_job(blocking_function, args)
```
- **Never Block Event Loop**: Avoid file operations, `time.sleep()`, blocking HTTP calls
- **Replace with Async**: Use `asyncio.sleep()` instead of `time.sleep()`
### Thread Safety
- **@callback Decorator**: For event loop safe functions
```python
@callback
def async_update_callback(self, event):
"""Safe to run in event loop."""
self.async_write_ha_state()
```
- **Sync APIs from Threads**: Use sync versions when calling from non-event loop threads
- **Registry Changes**: Must be done in event loop thread
### Data Update Coordinator
- **Standard Pattern**: Use for efficient data management
```python
class MyCoordinator(DataUpdateCoordinator):
def __init__(self, hass: HomeAssistant, client: MyClient, config_entry: ConfigEntry) -> None:
super().__init__(
hass,
logger=LOGGER,
name=DOMAIN,
update_interval=timedelta(minutes=5),
config_entry=config_entry, # ✅ Pass config_entry - it's accepted and recommended
)
self.client = client
async def _async_update_data(self):
try:
return await self.client.fetch_data()
except ApiError as err:
raise UpdateFailed(f"API communication error: {err}")
```
- **Error Types**: Use `UpdateFailed` for API errors, `ConfigEntryAuthFailed` for auth issues
- **Config Entry**: Always pass `config_entry` parameter to coordinator - it's accepted and recommended
## Integration Guidelines
### Configuration Flow
- **UI Setup Required**: All integrations must support configuration via UI
- **Manifest**: Set `"config_flow": true` in `manifest.json`
- **Data Storage**:
- Connection-critical config: Store in `ConfigEntry.data`
- Non-critical settings: Store in `ConfigEntry.options`
- **Validation**: Always validate user input before creating entries
- **Config Entry Naming**:
- ❌ Do NOT allow users to set config entry names in config flows
- Names are automatically generated or can be customized later in UI
- ✅ Exception: Helper integrations MAY allow custom names in config flow
- **Connection Testing**: Test device/service connection during config flow:
```python
try:
await client.get_data()
except MyException:
errors["base"] = "cannot_connect"
```
- **Duplicate Prevention**: Prevent duplicate configurations:
```python
# Using unique ID
await self.async_set_unique_id(identifier)
self._abort_if_unique_id_configured()
# Using unique data
self._async_abort_entries_match({CONF_HOST: user_input[CONF_HOST]})
```
### Reauthentication Support
- **Required Method**: Implement `async_step_reauth` in config flow
- **Credential Updates**: Allow users to update credentials without re-adding
- **Validation**: Verify account matches existing unique ID:
```python
await self.async_set_unique_id(user_id)
self._abort_if_unique_id_mismatch(reason="wrong_account")
return self.async_update_reload_and_abort(
self._get_reauth_entry(),
data_updates={CONF_API_TOKEN: user_input[CONF_API_TOKEN]}
)
```
### Reconfiguration Flow
- **Purpose**: Allow configuration updates without removing device
- **Implementation**: Add `async_step_reconfigure` method
- **Validation**: Prevent changing underlying account with `_abort_if_unique_id_mismatch`
### Device Discovery
- **Manifest Configuration**: Add discovery method (zeroconf, dhcp, etc.)
```json
{
"zeroconf": ["_mydevice._tcp.local."]
}
```
- **Discovery Handler**: Implement appropriate `async_step_*` method:
```python
async def async_step_zeroconf(self, discovery_info):
"""Handle zeroconf discovery."""
await self.async_set_unique_id(discovery_info.properties["serialno"])
self._abort_if_unique_id_configured(updates={CONF_HOST: discovery_info.host})
```
- **Network Updates**: Use discovery to update dynamic IP addresses
### Network Discovery Implementation
- **Zeroconf/mDNS**: Use async instances
```python
aiozc = await zeroconf.async_get_async_instance(hass)
```
- **SSDP Discovery**: Register callbacks with cleanup
```python
entry.async_on_unload(
ssdp.async_register_callback(
hass, _async_discovered_device,
{"st": "urn:schemas-upnp-org:device:ZonePlayer:1"}
)
)
```
### Bluetooth Integration
- **Manifest Dependencies**: Add `bluetooth_adapters` to dependencies
- **Connectable**: Set `"connectable": true` for connection-required devices
- **Scanner Usage**: Always use shared scanner instance
```python
scanner = bluetooth.async_get_scanner()
entry.async_on_unload(
bluetooth.async_register_callback(
hass, _async_discovered_device,
{"service_uuid": "example_uuid"},
bluetooth.BluetoothScanningMode.ACTIVE
)
)
```
- **Connection Handling**: Never reuse `BleakClient` instances, use 10+ second timeouts
### Setup Validation
- **Test Before Setup**: Verify integration can be set up in `async_setup_entry`
- **Exception Handling**:
- `ConfigEntryNotReady`: Device offline or temporary failure
- `ConfigEntryAuthFailed`: Authentication issues
- `ConfigEntryError`: Unresolvable setup problems
### Config Entry Unloading
- **Required**: Implement `async_unload_entry` for runtime removal/reload
- **Platform Unloading**: Use `hass.config_entries.async_unload_platforms`
- **Cleanup**: Register callbacks with `entry.async_on_unload`:
```python
async def async_unload_entry(hass: HomeAssistant, entry: MyConfigEntry) -> bool:
"""Unload a config entry."""
if unload_ok := await hass.config_entries.async_unload_platforms(entry, PLATFORMS):
entry.runtime_data.listener() # Clean up resources
return unload_ok
```
### Service Actions
- **Registration**: Register all service actions in `async_setup`, NOT in `async_setup_entry`
- **Validation**: Check config entry existence and loaded state:
```python
async def async_setup(hass: HomeAssistant, config: ConfigType) -> bool:
async def service_action(call: ServiceCall) -> ServiceResponse:
if not (entry := hass.config_entries.async_get_entry(call.data[ATTR_CONFIG_ENTRY_ID])):
raise ServiceValidationError("Entry not found")
if entry.state is not ConfigEntryState.LOADED:
raise ServiceValidationError("Entry not loaded")
```
- **Exception Handling**: Raise appropriate exceptions:
```python
# For invalid input
if end_date < start_date:
raise ServiceValidationError("End date must be after start date")
# For service errors
try:
await client.set_schedule(start_date, end_date)
except MyConnectionError as err:
raise HomeAssistantError("Could not connect to the schedule") from err
```
### Service Registration Patterns
- **Entity Services**: Register on platform setup
```python
platform.async_register_entity_service(
"my_entity_service",
{vol.Required("parameter"): cv.string},
"handle_service_method"
)
```
- **Service Schema**: Always validate input
```python
SERVICE_SCHEMA = vol.Schema({
vol.Required("entity_id"): cv.entity_ids,
vol.Required("parameter"): cv.string,
vol.Optional("timeout", default=30): cv.positive_int,
})
```
- **Services File**: Create `services.yaml` with descriptions and field definitions
### Polling
- Use update coordinator pattern when possible
- **Polling intervals are NOT user-configurable**: Never add scan_interval, update_interval, or polling frequency options to config flows or config entries
- **Integration determines intervals**: Set `update_interval` programmatically based on integration logic, not user input
- **Minimum Intervals**:
- Local network: 5 seconds
- Cloud services: 60 seconds
- **Parallel Updates**: Specify number of concurrent updates:
```python
PARALLEL_UPDATES = 1 # Serialize updates to prevent overwhelming device
# OR
PARALLEL_UPDATES = 0 # Unlimited (for coordinator-based or read-only)
```
### Error Handling
- **Exception Types**: Choose most specific exception available
- `ServiceValidationError`: User input errors (preferred over `ValueError`)
- `HomeAssistantError`: Device communication failures
- `ConfigEntryNotReady`: Temporary setup issues (device offline)
- `ConfigEntryAuthFailed`: Authentication problems
- `ConfigEntryError`: Permanent setup issues
- **Try/Catch Best Practices**:
- Only wrap code that can throw exceptions
- Keep try blocks minimal - process data after the try/catch
- **Avoid bare exceptions** except in specific cases:
- Generally not allowed: `except:` or `except Exception:`
- Allowed in config flows to ensure robustness
- Allowed in functions/methods that run in background tasks
- Bad pattern:
```python
try:
data = await device.get_data() # Can throw
# Don't process data inside try block
processed = data.get("value", 0) * 100
self._attr_native_value = processed
except DeviceError:
_LOGGER.error("Failed to get data")
```
- Good pattern:
```python
try:
data = await device.get_data() # Can throw
except DeviceError:
_LOGGER.error("Failed to get data")
return
# Process data outside try block
processed = data.get("value", 0) * 100
self._attr_native_value = processed
```
- **Bare Exception Usage**:
```python
# Not allowed in regular code
try:
data = await device.get_data()
except Exception: # Too broad
_LOGGER.error("Failed")
# Allowed in config flow for robustness
async def async_step_user(self, user_input=None):
try:
await self._test_connection(user_input)
except Exception: # Allowed here
errors["base"] = "unknown"
# Allowed in background tasks
async def _background_refresh():
try:
await coordinator.async_refresh()
except Exception: # Allowed in task
_LOGGER.exception("Unexpected error in background task")
```
- **Setup Failure Patterns**:
```python
try:
await device.async_setup()
except (asyncio.TimeoutError, TimeoutException) as ex:
raise ConfigEntryNotReady(f"Timeout connecting to {device.host}") from ex
except AuthFailed as ex:
raise ConfigEntryAuthFailed(f"Credentials expired for {device.name}") from ex
```
### Logging
- **Format Guidelines**:
- No periods at end of messages
- No integration names/domains (added automatically)
- No sensitive data (keys, tokens, passwords)
- Use debug level for non-user-facing messages
- **Use Lazy Logging**:
```python
_LOGGER.debug("This is a log message with %s", variable)
```
### Unavailability Logging
- **Log Once**: When device/service becomes unavailable (info level)
- **Log Recovery**: When device/service comes back online
- **Implementation Pattern**:
```python
_unavailable_logged: bool = False
if not self._unavailable_logged:
_LOGGER.info("The sensor is unavailable: %s", ex)
self._unavailable_logged = True
# On recovery:
if self._unavailable_logged:
_LOGGER.info("The sensor is back online")
self._unavailable_logged = False
```
## Entity Development
### Unique IDs
- **Required**: Every entity must have a unique ID for registry tracking
- Must be unique per platform (not per integration)
- Don't include integration domain or platform in ID
- **Implementation**:
```python
class MySensor(SensorEntity):
def __init__(self, device_id: str) -> None:
self._attr_unique_id = f"{device_id}_temperature"
```
**Acceptable ID Sources**:
- Device serial numbers
- MAC addresses (formatted using `format_mac` from device registry)
- Physical identifiers (printed/EEPROM)
- Config entry ID as last resort: `f"{entry.entry_id}-battery"`
**Never Use**:
- IP addresses, hostnames, URLs
- Device names
- Email addresses, usernames
### Entity Descriptions
- **Lambda/Anonymous Functions**: Often used in EntityDescription for value transformation
- **Multiline Lambdas**: When lambdas exceed line length, wrap in parentheses for readability
- **Bad pattern**:
```python
SensorEntityDescription(
key="temperature",
name="Temperature",
value_fn=lambda data: round(data["temp_value"] * 1.8 + 32, 1) if data.get("temp_value") is not None else None, # ❌ Too long
)
```
- **Good pattern**:
```python
SensorEntityDescription(
key="temperature",
name="Temperature",
value_fn=lambda data: ( # ✅ Parenthesis on same line as lambda
round(data["temp_value"] * 1.8 + 32, 1)
if data.get("temp_value") is not None
else None
),
)
```
### Entity Naming
- **Use has_entity_name**: Set `_attr_has_entity_name = True`
- **For specific fields**:
```python
class MySensor(SensorEntity):
_attr_has_entity_name = True
def __init__(self, device: Device, field: str) -> None:
self._attr_device_info = DeviceInfo(
identifiers={(DOMAIN, device.id)},
name=device.name,
)
self._attr_name = field # e.g., "temperature", "humidity"
```
- **For device itself**: Set `_attr_name = None`
### Event Lifecycle Management
- **Subscribe in `async_added_to_hass`**:
```python
async def async_added_to_hass(self) -> None:
"""Subscribe to events."""
self.async_on_remove(
self.client.events.subscribe("my_event", self._handle_event)
)
```
- **Unsubscribe in `async_will_remove_from_hass`** if not using `async_on_remove`
- Never subscribe in `__init__` or other methods
### State Handling
- Unknown values: Use `None` (not "unknown" or "unavailable")
- Availability: Implement `available()` property instead of using "unavailable" state
### Entity Availability
- **Mark Unavailable**: When data cannot be fetched from device/service
- **Coordinator Pattern**:
```python
@property
def available(self) -> bool:
"""Return if entity is available."""
return super().available and self.identifier in self.coordinator.data
```
- **Direct Update Pattern**:
```python
async def async_update(self) -> None:
"""Update entity."""
try:
data = await self.client.get_data()
except MyException:
self._attr_available = False
else:
self._attr_available = True
self._attr_native_value = data.value
```
### Extra State Attributes
- All attribute keys must always be present
- Unknown values: Use `None`
- Provide descriptive attributes
## Device Management
### Device Registry
- **Create Devices**: Group related entities under devices
- **Device Info**: Provide comprehensive metadata:
```python
_attr_device_info = DeviceInfo(
connections={(CONNECTION_NETWORK_MAC, device.mac)},
identifiers={(DOMAIN, device.id)},
name=device.name,
manufacturer="My Company",
model="My Sensor",
sw_version=device.version,
)
```
- For services: Add `entry_type=DeviceEntryType.SERVICE`
### Dynamic Device Addition
- **Auto-detect New Devices**: After initial setup
- **Implementation Pattern**:
```python
def _check_device() -> None:
current_devices = set(coordinator.data)
new_devices = current_devices - known_devices
if new_devices:
known_devices.update(new_devices)
async_add_entities([MySensor(coordinator, device_id) for device_id in new_devices])
entry.async_on_unload(coordinator.async_add_listener(_check_device))
```
### Stale Device Removal
- **Auto-remove**: When devices disappear from hub/account
- **Device Registry Update**:
```python
device_registry.async_update_device(
device_id=device.id,
remove_config_entry_id=self.config_entry.entry_id,
)
```
- **Manual Deletion**: Implement `async_remove_config_entry_device` when needed
## Diagnostics and Repairs
### Integration Diagnostics
- **Required**: Implement diagnostic data collection
- **Implementation**:
```python
TO_REDACT = [CONF_API_KEY, CONF_LATITUDE, CONF_LONGITUDE]
async def async_get_config_entry_diagnostics(
hass: HomeAssistant, entry: MyConfigEntry
) -> dict[str, Any]:
"""Return diagnostics for a config entry."""
return {
"entry_data": async_redact_data(entry.data, TO_REDACT),
"data": entry.runtime_data.data,
}
```
- **Security**: Never expose passwords, tokens, or sensitive coordinates
### Repair Issues
- **Actionable Issues Required**: All repair issues must be actionable for end users
- **Issue Content Requirements**:
- Clearly explain what is happening
- Provide specific steps users need to take to resolve the issue
- Use friendly, helpful language
- Include relevant context (device names, error details, etc.)
- **Implementation**:
```python
ir.async_create_issue(
hass,
DOMAIN,
"outdated_version",
is_fixable=False,
issue_domain=DOMAIN,
severity=ir.IssueSeverity.ERROR,
translation_key="outdated_version",
)
```
- **Translation Strings Requirements**: Must contain user-actionable text in `strings.json`:
```json
{
"issues": {
"outdated_version": {
"title": "Device firmware is outdated",
"description": "Your device firmware version {current_version} is below the minimum required version {min_version}. To fix this issue: 1) Open the manufacturer's mobile app, 2) Navigate to device settings, 3) Select 'Update Firmware', 4) Wait for the update to complete, then 5) Restart Home Assistant."
}
}
}
```
- **String Content Must Include**:
- What the problem is
- Why it matters
- Exact steps to resolve (numbered list when multiple steps)
- What to expect after following the steps
- **Avoid Vague Instructions**: Don't just say "update firmware" - provide specific steps
- **Severity Guidelines**:
- `CRITICAL`: Reserved for extreme scenarios only
- `ERROR`: Requires immediate user attention
- `WARNING`: Indicates future potential breakage
- **Additional Attributes**:
```python
ir.async_create_issue(
hass, DOMAIN, "issue_id",
breaks_in_ha_version="2024.1.0",
is_fixable=True,
is_persistent=True,
severity=ir.IssueSeverity.ERROR,
translation_key="issue_description",
)
```
- Only create issues for problems users can potentially resolve
### Entity Categories
- **Required**: Assign appropriate category to entities
- **Implementation**: Set `_attr_entity_category`
```python
class MySensor(SensorEntity):
_attr_entity_category = EntityCategory.DIAGNOSTIC
```
- Categories include: `DIAGNOSTIC` for system/technical information
### Device Classes
- **Use When Available**: Set appropriate device class for entity type
```python
class MyTemperatureSensor(SensorEntity):
_attr_device_class = SensorDeviceClass.TEMPERATURE
```
- Provides context for: unit conversion, voice control, UI representation
### Disabled by Default
- **Disable Noisy/Less Popular Entities**: Reduce resource usage
```python
class MySignalStrengthSensor(SensorEntity):
_attr_entity_registry_enabled_default = False
```
- Target: frequently changing states, technical diagnostics
### Entity Translations
- **Required with has_entity_name**: Support international users
- **Implementation**:
```python
class MySensor(SensorEntity):
_attr_has_entity_name = True
_attr_translation_key = "phase_voltage"
```
- Create `strings.json` with translations:
```json
{
"entity": {
"sensor": {
"phase_voltage": {
"name": "Phase voltage"
}
}
}
}
```
### Exception Translations (Gold)
- **Translatable Errors**: Use translation keys for user-facing exceptions
- **Implementation**:
```python
raise ServiceValidationError(
translation_domain=DOMAIN,
translation_key="end_date_before_start_date",
)
```
- Add to `strings.json`:
```json
{
"exceptions": {
"end_date_before_start_date": {
"message": "The end date cannot be before the start date."
}
}
}
```
### Icon Translations (Gold)
- **Dynamic Icons**: Support state and range-based icon selection
- **State-based Icons**:
```json
{
"entity": {
"sensor": {
"tree_pollen": {
"default": "mdi:tree",
"state": {
"high": "mdi:tree-outline"
}
}
}
}
}
```
- **Range-based Icons** (for numeric values):
```json
{
"entity": {
"sensor": {
"battery_level": {
"default": "mdi:battery-unknown",
"range": {
"0": "mdi:battery-outline",
"90": "mdi:battery-90",
"100": "mdi:battery"
}
}
}
}
}
```
## Testing Requirements
- **Location**: `tests/components/{domain}/`
- **Coverage Requirement**: Above 95% test coverage for all modules
- **Best Practices**:
- Use pytest fixtures from `tests.common`
- Mock all external dependencies
- Use snapshots for complex data structures
- Follow existing test patterns
### Config Flow Testing
- **100% Coverage Required**: All config flow paths must be tested
- **Test Scenarios**:
- All flow initiation methods (user, discovery, import)
- Successful configuration paths
- Error recovery scenarios
- Prevention of duplicate entries
- Flow completion after errors
## Development Commands
### Code Quality & Linting
- **Run all linters on all files**: `pre-commit run --all-files`
- **Run linters on staged files only**: `pre-commit run`
- **PyLint on everything** (slow): `pylint homeassistant`
- **PyLint on specific folder**: `pylint homeassistant/components/my_integration`
- **MyPy type checking (whole project)**: `mypy homeassistant/`
- **MyPy on specific integration**: `mypy homeassistant/components/my_integration`
### Testing
- **Integration-specific tests** (recommended):
```bash
pytest ./tests/components/<integration_domain> \
--cov=homeassistant.components.<integration_domain> \
--cov-report term-missing \
--durations-min=1 \
--durations=0 \
--numprocesses=auto
```
- **Quick test of changed files**: `pytest --timeout=10 --picked`
- **Update test snapshots**: Add `--snapshot-update` to pytest command
- ⚠️ Omit test results after using `--snapshot-update`
- Always run tests again without the flag to verify snapshots
- **Full test suite** (AVOID - very slow): `pytest ./tests`
### Dependencies & Requirements
- **Update generated files after dependency changes**: `python -m script.gen_requirements_all`
- **Install all Python requirements**:
```bash
uv pip install -r requirements_all.txt -r requirements.txt -r requirements_test.txt
```
- **Install test requirements only**:
```bash
uv pip install -r requirements_test_all.txt -r requirements.txt
```
### Translations
- **Update translations after strings.json changes**:
```bash
python -m script.translations develop --all
```
### Project Validation
- **Run hassfest** (checks project structure and updates generated files):
```bash
python -m script.hassfest
```
### File Locations
- **Integration code**: `./homeassistant/components/<integration_domain>/`
- **Integration tests**: `./tests/components/<integration_domain>/`
## Integration Templates
### Standard Integration Structure
```
homeassistant/components/my_integration/
├── __init__.py # Entry point with async_setup_entry
├── manifest.json # Integration metadata and dependencies
├── const.py # Domain and constants
├── config_flow.py # UI configuration flow
├── coordinator.py # Data update coordinator (if needed)
├── entity.py # Base entity class (if shared patterns)
├── sensor.py # Sensor platform
├── strings.json # User-facing text and translations
├── services.yaml # Service definitions (if applicable)
└── quality_scale.yaml # Quality scale rule status
```
### Quality Scale Progression
- **Bronze → Silver**: Add entity unavailability, parallel updates, auth flows
- **Silver → Gold**: Add device management, diagnostics, translations
- **Gold → Platinum**: Add strict typing, async dependencies, websession injection
### Minimal Integration Checklist
- [ ] `manifest.json` with required fields (domain, name, codeowners, etc.)
- [ ] `__init__.py` with `async_setup_entry` and `async_unload_entry`
- [ ] `config_flow.py` with UI configuration support
- [ ] `const.py` with `DOMAIN` constant
- [ ] `strings.json` with at least config flow text
- [ ] Platform files (`sensor.py`, etc.) as needed
- [ ] `quality_scale.yaml` with rule status tracking
## Common Anti-Patterns & Best Practices
### ❌ **Avoid These Patterns**
```python
# Blocking operations in event loop
data = requests.get(url) # ❌ Blocks event loop
time.sleep(5) # ❌ Blocks event loop
# Reusing BleakClient instances
self.client = BleakClient(address)
await self.client.connect()
# Later...
await self.client.connect() # ❌ Don't reuse
# Hardcoded strings in code
self._attr_name = "Temperature Sensor" # ❌ Not translatable
# Missing error handling
data = await self.api.get_data() # ❌ No exception handling
# Storing sensitive data in diagnostics
return {"api_key": entry.data[CONF_API_KEY]} # ❌ Exposes secrets
# Accessing hass.data directly in tests
coordinator = hass.data[DOMAIN][entry.entry_id] # ❌ Don't access hass.data
# User-configurable polling intervals
# In config flow
vol.Optional("scan_interval", default=60): cv.positive_int # ❌ Not allowed
# In coordinator
update_interval = timedelta(minutes=entry.data.get("scan_interval", 1)) # ❌ Not allowed
# User-configurable config entry names (non-helper integrations)
vol.Optional("name", default="My Device"): cv.string # ❌ Not allowed in regular integrations
# Too much code in try block
try:
response = await client.get_data() # Can throw
# ❌ Data processing should be outside try block
temperature = response["temperature"] / 10
humidity = response["humidity"]
self._attr_native_value = temperature
except ClientError:
_LOGGER.error("Failed to fetch data")
# Bare exceptions in regular code
try:
value = await sensor.read_value()
except Exception: # ❌ Too broad - catch specific exceptions
_LOGGER.error("Failed to read sensor")
```
### ✅ **Use These Patterns Instead**
```python
# Async operations with executor
data = await hass.async_add_executor_job(requests.get, url)
await asyncio.sleep(5) # ✅ Non-blocking
# Fresh BleakClient instances
client = BleakClient(address) # ✅ New instance each time
await client.connect()
# Translatable entity names
_attr_translation_key = "temperature_sensor" # ✅ Translatable
# Proper error handling
try:
data = await self.api.get_data()
except ApiException as err:
raise UpdateFailed(f"API error: {err}") from err
# Redacted diagnostics data
return async_redact_data(data, {"api_key", "password"}) # ✅ Safe
# Test through proper integration setup and fixtures
@pytest.fixture
async def init_integration(hass, mock_config_entry, mock_api):
mock_config_entry.add_to_hass(hass)
await hass.config_entries.async_setup(mock_config_entry.entry_id) # ✅ Proper setup
# Integration-determined polling intervals (not user-configurable)
SCAN_INTERVAL = timedelta(minutes=5) # ✅ Common pattern: constant in const.py
class MyCoordinator(DataUpdateCoordinator[MyData]):
def __init__(self, hass: HomeAssistant, client: MyClient, config_entry: ConfigEntry) -> None:
# ✅ Integration determines interval based on device capabilities, connection type, etc.
interval = timedelta(minutes=1) if client.is_local else SCAN_INTERVAL
super().__init__(
hass,
logger=LOGGER,
name=DOMAIN,
update_interval=interval,
config_entry=config_entry, # ✅ Pass config_entry - it's accepted and recommended
)
```
### Entity Performance Optimization
```python
# Use __slots__ for memory efficiency
class MySensor(SensorEntity):
__slots__ = ("_attr_native_value", "_attr_available")
@property
def should_poll(self) -> bool:
"""Disable polling when using coordinator."""
return False # ✅ Let coordinator handle updates
```
## Testing Patterns
### Testing Best Practices
- **Never access `hass.data` directly** - Use fixtures and proper integration setup instead
- **Use snapshot testing** - For verifying entity states and attributes
- **Test through integration setup** - Don't test entities in isolation
- **Mock external APIs** - Use fixtures with realistic JSON data
- **Verify registries** - Ensure entities are properly registered with devices
### Config Flow Testing Template
```python
async def test_user_flow_success(hass, mock_api):
"""Test successful user flow."""
result = await hass.config_entries.flow.async_init(
DOMAIN, context={"source": config_entries.SOURCE_USER}
)
assert result["type"] == FlowResultType.FORM
assert result["step_id"] == "user"
# Test form submission
result = await hass.config_entries.flow.async_configure(
result["flow_id"], user_input=TEST_USER_INPUT
)
assert result["type"] == FlowResultType.CREATE_ENTRY
assert result["title"] == "My Device"
assert result["data"] == TEST_USER_INPUT
async def test_flow_connection_error(hass, mock_api_error):
"""Test connection error handling."""
result = await hass.config_entries.flow.async_init(
DOMAIN, context={"source": config_entries.SOURCE_USER}
)
result = await hass.config_entries.flow.async_configure(
result["flow_id"], user_input=TEST_USER_INPUT
)
assert result["type"] == FlowResultType.FORM
assert result["errors"] == {"base": "cannot_connect"}
```
### Entity Testing Patterns
```python
@pytest.mark.parametrize("init_integration", [Platform.SENSOR], indirect=True)
@pytest.mark.usefixtures("entity_registry_enabled_by_default", "init_integration")
async def test_entities(
hass: HomeAssistant,
snapshot: SnapshotAssertion,
entity_registry: er.EntityRegistry,
device_registry: dr.DeviceRegistry,
mock_config_entry: MockConfigEntry,
) -> None:
"""Test the sensor entities."""
await snapshot_platform(hass, entity_registry, snapshot, mock_config_entry.entry_id)
# Ensure entities are correctly assigned to device
device_entry = device_registry.async_get_device(
identifiers={(DOMAIN, "device_unique_id")}
)
assert device_entry
entity_entries = er.async_entries_for_config_entry(
entity_registry, mock_config_entry.entry_id
)
for entity_entry in entity_entries:
assert entity_entry.device_id == device_entry.id
```
### Mock Patterns
```python
# Modern integration fixture setup
@pytest.fixture
def mock_config_entry() -> MockConfigEntry:
"""Return the default mocked config entry."""
return MockConfigEntry(
title="My Integration",
domain=DOMAIN,
data={CONF_HOST: "127.0.0.1", CONF_API_KEY: "test_key"},
unique_id="device_unique_id",
)
@pytest.fixture
def mock_device_api() -> Generator[MagicMock]:
"""Return a mocked device API."""
with patch("homeassistant.components.my_integration.MyDeviceAPI", autospec=True) as api_mock:
api = api_mock.return_value
api.get_data.return_value = MyDeviceData.from_json(
load_fixture("device_data.json", DOMAIN)
)
yield api
@pytest.fixture
async def init_integration(
hass: HomeAssistant,
mock_config_entry: MockConfigEntry,
mock_device_api: MagicMock,
) -> MockConfigEntry:
"""Set up the integration for testing."""
mock_config_entry.add_to_hass(hass)
await hass.config_entries.async_setup(mock_config_entry.entry_id)
await hass.async_block_till_done()
return mock_config_entry
```
## Debugging & Troubleshooting
### Common Issues & Solutions
- **Integration won't load**: Check `manifest.json` syntax and required fields
- **Entities not appearing**: Verify `unique_id` and `has_entity_name` implementation
- **Config flow errors**: Check `strings.json` entries and error handling
- **Discovery not working**: Verify manifest discovery configuration and callbacks
- **Tests failing**: Check mock setup and async context
### Debug Logging Setup
```python
# Enable debug logging in tests
caplog.set_level(logging.DEBUG, logger="my_integration")
# In integration code - use proper logging
_LOGGER = logging.getLogger(__name__)
_LOGGER.debug("Processing data: %s", data) # Use lazy logging
```
### Validation Commands
```bash
# Check specific integration
python -m script.hassfest --integration-path homeassistant/components/my_integration
# Validate quality scale
# Check quality_scale.yaml against current rules
# Run integration tests with coverage
pytest ./tests/components/my_integration \
--cov=homeassistant.components.my_integration \
--cov-report term-missing
```