initial commit

[jeeftor]

Breaking change

Proposed change

---

Bronze — Evidence

Rule	Status	Evidence
action-setup	exempt	No hass.services.async_register calls anywhere in the integration
appropriate-polling	done	coordinator.py#L54 — update_interval=timedelta(hours=4)
brands	done	Integration is published in HA core; brand assets exist in the external brands repo
common-modules	done	Coordinator logic in coordinator.py; constants in const.py
config-flow-test-coverage	done	test_config_flow.py — 4 scenarios: success, duplicate entry, invalid auth, MFA flow
config-flow	done	config_flow.py exists; validate_login() called before async_create_entry
dependency-transparency	done	manifest.json lists typedmonarchmoney==0.7.0 in requirements
docs-actions	exempt	No service actions registered
docs-high-level-description	done	Docs page has a description of the Monarch Money service
docs-installation-instructions	done	Docs page has step-by-step installation instructions
docs-removal-instructions	todo	Docs page has no removal instructions section
entity-event-setup	exempt	All entities extend CoordinatorEntity; no additional event subscriptions
entity-unique-id	done	entity.py#L29-L31 (cashflow) and entity.py#L61-L63 (accounts)
has-entity-name	done	entity.py#L16 — _attr_has_entity_name = True
runtime-data	done	__init__.py#L23 — entry.runtime_data = mm_coordinator
test-before-configure	done	config_flow.py calls validate_login() before async_create_entry
test-before-setup	done	__init__.py#L22 — async_config_entry_first_refresh() triggers _async_setup which raises ConfigEntryError on auth failure
unique-config-entry	done	config_flow.py#L140-L141 — async_set_unique_id + _abort_if_unique_id_configured

---

Silver — Evidence

Rule	Status	Evidence
action-exceptions	exempt	No service actions
config-entry-unloading	done	__init__.py#L28-L32 — async_unload_entry implemented
docs-configuration-parameters	todo	Docs page does not describe configuration parameters in detail
docs-installation-parameters	todo	Docs page does not describe each parameter (email, password, MFA code) individually
entity-unavailable	done	CoordinatorEntity marks entities unavailable automatically; MonarchMoneyAccountEntity.available also checks account presence
integration-owner	done	manifest.json — codeowners: ["@jeeftor"]
log-when-unavailable	done	DataUpdateCoordinator handles unavailability logging automatically
parallel-updates	todo	PARALLEL_UPDATES constant not defined in sensor.py
reauthentication-flow	todo	No async_step_reauth in config_flow.py
test-coverage	todo	Only one snapshot test for the sensor platform; overall coverage not verified >95%

---

Gold — Evidence

Rule	Status	Evidence
devices	done	entity.py — both entity classes populate DeviceInfo
diagnostics	todo	No diagnostics.py file
discovery-update-info	exempt	Cloud service; network discovery not applicable
discovery	exempt	Cloud service; no DHCP/SSDP/Zeroconf/USB discovery
docs-data-update	todo	Docs do not describe the 4-hour polling interval
docs-examples	todo	No usage examples in docs
docs-known-limitations	todo	No known limitations section in docs
docs-supported-devices	todo	Supported account types/subtypes not enumerated in docs
docs-supported-functions	todo	Not all sensors (income, expense, savings, savings rate, balance, value, age) described in docs
docs-troubleshooting	todo	No troubleshooting section in docs
docs-use-cases	todo	No use-cases section in docs
dynamic-devices	todo	No mechanism to add/remove devices after initial setup
entity-category	done	sensor.py#L71 — EntityCategory.DIAGNOSTIC on age sensor
entity-device-class	done	SensorDeviceClass.MONETARY and SensorDeviceClass.TIMESTAMP used in sensor.py
entity-disabled-by-default	todo	Diagnostic age sensor and lesser-used sensors are not disabled by default
entity-translations	done	translation_key set on all entity descriptions in sensor.py
exception-translations	todo	Config flow exceptions do not use translated messages
icon-translations	done	icons.json provides icons for sensor entities
reconfiguration-flow	todo	No async_step_reconfigure in config_flow.py
repair-issues	todo	No repair issues raised; no reauthentication path for token expiry
stale-devices	todo	Closed/removed Monarch Money accounts are not purged from the device registry

---

Platinum — Evidence

Rule	Status	Evidence
async-dependency	done	typedmonarchmoney is fully async (built on gql/aiohttp); coordinator.py imports ClientResponseError from aiohttp
inject-websession	todo	TypedMonarchMoney.__init__ accepts (session_file, timeout, token) — no aiohttp.ClientSession injection supported
strict-typing	todo	No .strict-typing marker file; not verified against mypy --strict

---

Type of change

• Dependency upgrade
• Bugfix (non-breaking change which fixes an issue)
• New integration (thank you!)
• New feature (which adds functionality to an existing integration)
• Deprecation (breaking change to happen in the future)
• Breaking change (fix/feature causing existing functionality to break)
• Code quality improvements to existing code or addition of tests

Additional information

• This PR fixes or closes issue: fixes #
• This PR is related to issue:
• Link to documentation pull request:
• Link to developer documentation pull request:
• Link to frontend pull request:

Checklist

• I understand the code I am submitting and can explain how it works.
• The code change is tested and works locally.
• Local tests pass. Your PR cannot be merged unless tests pass
• There is no commented out code in this PR.
• I have followed the development checklist
• I have followed the perfect PR recommendations
• The code has been formatted using Ruff (ruff format homeassistant tests)
• Tests have been added to verify that the new code works.
• Any generated code has been carefully reviewed for correctness and compliance with project standards.

If user exposed functionality or configuration variables are added/changed:

• Documentation added/updated for www.home-assistant.io

If the code communicates with devices, web services, or third-party tools:

• The manifest file has all fields filled out correctly.
  Updated and included derived files by running: python3 -m script.hassfest.
• New or updated dependencies have been added to requirements_all.txt.
  Updated by running python3 -m script.gen_requirements_all.
• For the updated dependencies a diff between library versions and ideally a link to the changelog/release notes is added to the PR description.

To help with the load of incoming pull requests:

• I have reviewed two other open pull requests in this repository.

[Copilot]

Pull request overview

This pull request adds quality scale metadata for the Monarch Money integration by creating a quality_scale.yaml file and removing the integration from the exemption list in the quality scale script.

Changes:

• Added quality_scale.yaml with comprehensive quality scale rule assessments for the Monarch Money integration (Bronze, Silver, Gold, and Platinum tiers)
• Removed monarch_money from the INTEGRATIONS_WITHOUT_QUALITY_SCALE_FILE list to indicate the integration now has a quality scale file

Reviewed changes

Copilot reviewed 2 out of 2 changed files in this pull request and generated no comments.

File	Description
script/hassfest/quality_scale.py	Removed monarch_money from the exemptions list
homeassistant/components/monarch_money/quality_scale.yaml	Added complete quality scale rule assessments