@dizzlkheinz/ynab-mcpb 0.12.1

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Files changed (435) hide show
  1. package/.chunkhound.json +11 -0
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  296. package/src/server/__tests__/serverKnowledgeStore.test.ts +174 -0
  297. package/src/server/__tests__/toolRegistry.test.ts +855 -0
  298. package/src/server/budgetResolver.ts +235 -0
  299. package/src/server/cacheManager.ts +503 -0
  300. package/src/server/config.ts +41 -0
  301. package/src/server/deltaCache.merge.ts +149 -0
  302. package/src/server/deltaCache.ts +341 -0
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  310. package/src/server/securityMiddleware.ts +236 -0
  311. package/src/server/serverKnowledgeStore.ts +91 -0
  312. package/src/server/toolRegistry.ts +489 -0
  313. package/src/tools/.gitkeep +1 -0
  314. package/src/tools/__tests__/accountTools.delta.integration.test.ts +128 -0
  315. package/src/tools/__tests__/accountTools.integration.test.ts +117 -0
  316. package/src/tools/__tests__/accountTools.test.ts +653 -0
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  318. package/src/tools/__tests__/budgetTools.integration.test.ts +134 -0
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  320. package/src/tools/__tests__/categoryTools.delta.integration.test.ts +80 -0
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  332. package/src/tools/__tests__/deltaTestUtils.ts +46 -0
  333. package/src/tools/__tests__/exportTransactions.test.ts +213 -0
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  337. package/src/tools/__tests__/payeeTools.delta.integration.test.ts +80 -0
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  415. package/src/utils/__tests__/money.test.ts +189 -0
  416. package/src/utils/amountUtils.ts +32 -0
  417. package/src/utils/dateUtils.ts +108 -0
  418. package/src/utils/money.ts +123 -0
  419. package/test-csv-sample.csv +28 -0
  420. package/test-exports/sample_bank_statement.csv +7 -0
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  426. package/test-reconcile-autodetect.js +40 -0
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  434. package/vitest-reporters/split-json-reporter.ts +211 -0
  435. package/vitest.config.ts +96 -0
@@ -0,0 +1,762 @@
1
+ import { describe, it, expect, beforeAll, afterEach } from 'vitest';
2
+ import { randomUUID } from 'crypto';
3
+ import * as ynab from 'ynab';
4
+ import { z } from 'zod';
5
+ import {
6
+ handleListTransactions,
7
+ handleGetTransaction,
8
+ handleCreateTransactions,
9
+ handleUpdateTransactions,
10
+ CreateTransactionsSchema,
11
+ } from '../transactionTools.js';
12
+
13
+ const isSkip = ['true', '1', 'yes', 'y', 'on'].includes(
14
+ (process.env['SKIP_E2E_TESTS'] || '').toLowerCase().trim(),
15
+ );
16
+ const hasToken = !!process.env['YNAB_ACCESS_TOKEN'];
17
+ const shouldSkip = isSkip || !hasToken;
18
+ const describeIntegration = shouldSkip ? describe.skip : describe;
19
+ type CreateTransactionsParams = z.infer<typeof CreateTransactionsSchema>;
20
+
21
+ describeIntegration('Transaction Tools Integration', () => {
22
+ let ynabAPI: ynab.API;
23
+ let testBudgetId: string;
24
+ let testAccountId: string;
25
+ let secondaryAccountId: string | undefined;
26
+
27
+ beforeAll(async () => {
28
+ const accessToken = process.env['YNAB_ACCESS_TOKEN']!;
29
+ ynabAPI = new ynab.API(accessToken);
30
+
31
+ // Get the first budget for testing
32
+ const budgetsResponse = await ynabAPI.budgets.getBudgets();
33
+ testBudgetId = budgetsResponse.data.budgets[0].id;
34
+
35
+ // Get the first account for testing
36
+ const accountsResponse = await ynabAPI.accounts.getAccounts(testBudgetId);
37
+ const accounts = accountsResponse.data.accounts;
38
+ testAccountId = accounts[0].id;
39
+ secondaryAccountId = accounts[1]?.id;
40
+ });
41
+
42
+ it(
43
+ 'should successfully list transactions from real API',
44
+ { meta: { tier: 'core', domain: 'transactions' } },
45
+ async () => {
46
+ const params = {
47
+ budget_id: testBudgetId,
48
+ };
49
+
50
+ const result = await handleListTransactions(ynabAPI, params);
51
+ const response = JSON.parse(result.content[0].text);
52
+
53
+ // Handle large response case (preview_transactions instead of transactions)
54
+ const transactions = response.transactions || response.preview_transactions;
55
+ expect(transactions).toBeDefined();
56
+ expect(Array.isArray(transactions)).toBe(true);
57
+
58
+ const count = response.total_count || transactions.length;
59
+ console.warn(`✅ Successfully listed ${count} transactions`);
60
+ },
61
+ );
62
+
63
+ it(
64
+ 'should successfully list transactions with account filter',
65
+ { meta: { tier: 'domain', domain: 'transactions' } },
66
+ async () => {
67
+ const params = {
68
+ budget_id: testBudgetId,
69
+ account_id: testAccountId,
70
+ };
71
+
72
+ const result = await handleListTransactions(ynabAPI, params);
73
+ const response = JSON.parse(result.content[0].text);
74
+
75
+ expect(response.transactions).toBeDefined();
76
+ expect(Array.isArray(response.transactions)).toBe(true);
77
+
78
+ // All transactions should be from the specified account
79
+ response.transactions.forEach((transaction: any) => {
80
+ expect(transaction.account_id).toBe(testAccountId);
81
+ });
82
+
83
+ console.warn(
84
+ `✅ Successfully listed ${response.transactions.length} transactions for account`,
85
+ );
86
+ },
87
+ );
88
+
89
+ it(
90
+ 'should successfully list transactions with date filter',
91
+ { meta: { tier: 'domain', domain: 'transactions' } },
92
+ async () => {
93
+ const params = {
94
+ budget_id: testBudgetId,
95
+ since_date: '2024-01-01',
96
+ };
97
+
98
+ const result = await handleListTransactions(ynabAPI, params);
99
+ const response = JSON.parse(result.content[0].text);
100
+
101
+ // Handle large response case (preview_transactions instead of transactions)
102
+ const transactions = response.transactions || response.preview_transactions;
103
+ expect(transactions).toBeDefined();
104
+ expect(Array.isArray(transactions)).toBe(true);
105
+
106
+ const count = response.total_count || transactions.length;
107
+ console.warn(`✅ Successfully listed ${count} transactions since 2024-01-01`);
108
+ },
109
+ );
110
+
111
+ it(
112
+ 'should get transaction details if transactions exist',
113
+ { meta: { tier: 'core', domain: 'transactions' } },
114
+ async () => {
115
+ // First get a list of transactions to find one to test with
116
+ const listParams = {
117
+ budget_id: testBudgetId,
118
+ };
119
+
120
+ const listResult = await handleListTransactions(ynabAPI, listParams);
121
+ const listResponse = JSON.parse(listResult.content[0].text);
122
+
123
+ if (listResponse.transactions && listResponse.transactions.length > 0) {
124
+ const testTransactionId = listResponse.transactions[0].id;
125
+
126
+ const params = {
127
+ budget_id: testBudgetId,
128
+ transaction_id: testTransactionId,
129
+ };
130
+
131
+ const result = await handleGetTransaction(ynabAPI, params);
132
+ const response = JSON.parse(result.content[0].text);
133
+
134
+ expect(response.transaction).toBeDefined();
135
+ expect(response.transaction.id).toBe(testTransactionId);
136
+
137
+ console.warn(`✅ Successfully retrieved transaction: ${response.transaction.id}`);
138
+ } else {
139
+ console.warn('⚠️ No transactions found to test get transaction');
140
+ }
141
+ },
142
+ );
143
+
144
+ it(
145
+ 'should handle invalid budget ID gracefully',
146
+ { meta: { tier: 'domain', domain: 'transactions' } },
147
+ async () => {
148
+ const params = {
149
+ budget_id: 'invalid-budget-id',
150
+ };
151
+
152
+ const result = await handleListTransactions(ynabAPI, params);
153
+ const response = JSON.parse(result.content[0].text);
154
+
155
+ expect(response.error).toBeDefined();
156
+ expect(response.error.message).toBeDefined();
157
+
158
+ console.warn(`✅ Correctly handled invalid budget ID: ${response.error.message}`);
159
+ },
160
+ );
161
+
162
+ it(
163
+ 'should handle invalid transaction ID gracefully',
164
+ { meta: { tier: 'domain', domain: 'transactions' } },
165
+ async () => {
166
+ const params = {
167
+ budget_id: testBudgetId,
168
+ transaction_id: 'invalid-transaction-id',
169
+ };
170
+
171
+ const result = await handleGetTransaction(ynabAPI, params);
172
+ const response = JSON.parse(result.content[0].text);
173
+
174
+ expect(response.error).toBeDefined();
175
+ expect(response.error.message).toBeDefined();
176
+
177
+ console.warn(`✅ Correctly handled invalid transaction ID: ${response.error.message}`);
178
+ },
179
+ );
180
+
181
+ describe('handleCreateTransactions - Integration', () => {
182
+ type BulkTransactionInput = CreateTransactionsParams['transactions'][number];
183
+ const createdTransactionIds: string[] = [];
184
+
185
+ const parseToolResult = (toolResult: { content?: { text?: string }[] }) => {
186
+ const raw = toolResult.content?.[0]?.text ?? '{}';
187
+ try {
188
+ return JSON.parse(raw);
189
+ } catch {
190
+ throw new Error(`Unable to parse tool output: ${raw}`);
191
+ }
192
+ };
193
+
194
+ const today = () => new Date().toISOString().slice(0, 10);
195
+
196
+ const buildTransaction = (
197
+ overrides: Partial<BulkTransactionInput> = {},
198
+ ): BulkTransactionInput => {
199
+ const base: BulkTransactionInput = {
200
+ account_id: testAccountId,
201
+ amount: -1234,
202
+ date: today(),
203
+ memo: `Bulk MCP Test ${randomUUID().slice(0, 8)}`,
204
+ // YNAB import_id max length is 36 characters: "MCP:" (4) + UUID first 32 chars = 36
205
+ import_id: `MCP:${randomUUID().slice(0, 32)}`,
206
+ };
207
+ return { ...base, ...overrides };
208
+ };
209
+
210
+ const executeBulkCreate = async (
211
+ params: CreateTransactionsParams,
212
+ trackCreatedIds = true,
213
+ ): Promise<{ response: any }> => {
214
+ const result = await handleCreateTransactions(ynabAPI, params);
215
+ const response = parseToolResult(result);
216
+
217
+ if (trackCreatedIds && Array.isArray(response.results)) {
218
+ const createdIds = response.results
219
+ .filter(
220
+ (res: { status?: string; transaction_id?: string }) =>
221
+ res.status === 'created' && typeof res.transaction_id === 'string',
222
+ )
223
+ .map((res: { transaction_id: string }) => res.transaction_id);
224
+ createdTransactionIds.push(...createdIds);
225
+ }
226
+
227
+ return { response };
228
+ };
229
+
230
+ const fetchBudgetTransactions = async () => {
231
+ const listResult = await handleListTransactions(ynabAPI, { budget_id: testBudgetId });
232
+ return parseToolResult(listResult);
233
+ };
234
+
235
+ afterEach(async () => {
236
+ while (createdTransactionIds.length > 0) {
237
+ const transactionId = createdTransactionIds.pop();
238
+ if (!transactionId) continue;
239
+ try {
240
+ await ynabAPI.transactions.deleteTransaction(testBudgetId, transactionId);
241
+ } catch (error) {
242
+ console.warn(
243
+ `⚠️ Failed to clean up integration test transaction ${transactionId}: ${
244
+ (error as Error).message
245
+ }`,
246
+ );
247
+ }
248
+ }
249
+ });
250
+ it(
251
+ 'should create two transactions via the bulk handler',
252
+ { meta: { tier: 'core', domain: 'transactions' } },
253
+ async () => {
254
+ const importPrefix = randomUUID().slice(0, 30); // Keep short for import_id
255
+ const { response } = await executeBulkCreate({
256
+ budget_id: testBudgetId,
257
+ transactions: [
258
+ buildTransaction({
259
+ amount: -1500,
260
+ memo: `Bulk Pair A ${importPrefix}`,
261
+ // Max 36 chars: "MCP:" (4) + prefix (30) + ":A" (2) = 36
262
+ import_id: `MCP:${importPrefix}:A`,
263
+ }),
264
+ buildTransaction({
265
+ amount: -2500,
266
+ memo: `Bulk Pair B ${importPrefix}`,
267
+ // Max 36 chars: "MCP:" (4) + prefix (30) + ":B" (2) = 36
268
+ import_id: `MCP:${importPrefix}:B`,
269
+ }),
270
+ ],
271
+ });
272
+
273
+ expect(response.summary.created).toBe(2);
274
+ expect(response.results).toHaveLength(2);
275
+ expect(response.results.every((res: any) => res.status === 'created')).toBe(true);
276
+ },
277
+ );
278
+
279
+ it(
280
+ 'should detect duplicates when reusing import IDs',
281
+ { meta: { tier: 'domain', domain: 'transactions' } },
282
+ async () => {
283
+ const importId = `MCP:DUP:${randomUUID()}`;
284
+ await executeBulkCreate({
285
+ budget_id: testBudgetId,
286
+ transactions: [
287
+ buildTransaction({
288
+ import_id: importId,
289
+ memo: `Duplicate seed ${importId}`,
290
+ }),
291
+ ],
292
+ });
293
+
294
+ const { response } = await executeBulkCreate({
295
+ budget_id: testBudgetId,
296
+ transactions: [
297
+ buildTransaction({
298
+ import_id: importId,
299
+ memo: `Duplicate attempt ${importId}`,
300
+ }),
301
+ ],
302
+ });
303
+
304
+ expect(response.summary.duplicates).toBe(1);
305
+ expect(response.results[0].status).toBe('duplicate');
306
+ },
307
+ );
308
+
309
+ it(
310
+ 'should invalidate caches so new transactions appear in list results',
311
+ { meta: { tier: 'domain', domain: 'transactions' } },
312
+ async () => {
313
+ const memo = `Cache Invalidation ${randomUUID()}`;
314
+ await fetchBudgetTransactions(); // warm cache to ensure invalidation path executes
315
+
316
+ await executeBulkCreate({
317
+ budget_id: testBudgetId,
318
+ transactions: [
319
+ buildTransaction({
320
+ memo,
321
+ amount: -4321,
322
+ // Max 36 chars: "MCP:CACHE:" (10) + 26 chars
323
+ import_id: `MCP:CACHE:${randomUUID().slice(0, 26)}`,
324
+ }),
325
+ ],
326
+ });
327
+
328
+ const afterList = await fetchBudgetTransactions();
329
+ const transactions =
330
+ afterList.transactions || afterList.preview_transactions || afterList.transaction_preview;
331
+ expect(transactions).toBeDefined();
332
+ expect((transactions as any[]).some((transaction) => transaction.memo === memo)).toBe(true);
333
+ },
334
+ );
335
+
336
+ it(
337
+ 'should create transactions across multiple accounts within one batch',
338
+ { meta: { tier: 'domain', domain: 'transactions' } },
339
+ async () => {
340
+ if (!secondaryAccountId || secondaryAccountId === testAccountId) {
341
+ console.warn(
342
+ 'Skipping multi-account bulk test because only one account is available in this budget.',
343
+ );
344
+ return;
345
+ }
346
+
347
+ const { response } = await executeBulkCreate({
348
+ budget_id: testBudgetId,
349
+ transactions: [
350
+ buildTransaction({
351
+ account_id: testAccountId,
352
+ memo: 'Primary account bulk entry',
353
+ // Max 36 chars: "MCP:PRIMARY:" (12) + 24 chars
354
+ import_id: `MCP:PRIMARY:${randomUUID().slice(0, 24)}`,
355
+ }),
356
+ buildTransaction({
357
+ account_id: secondaryAccountId,
358
+ memo: 'Secondary account bulk entry',
359
+ // Max 36 chars: "MCP:SECONDARY:" (14) + 22 chars
360
+ import_id: `MCP:SECONDARY:${randomUUID().slice(0, 22)}`,
361
+ }),
362
+ ],
363
+ });
364
+
365
+ expect(response.summary.created).toBe(2);
366
+ const accountIds = new Set((response.transactions ?? []).map((txn: any) => txn.account_id));
367
+ expect(accountIds.has(testAccountId)).toBe(true);
368
+ expect(accountIds.has(secondaryAccountId)).toBe(true);
369
+ },
370
+ );
371
+
372
+ it(
373
+ 'should handle large batches and report response mode',
374
+ { meta: { tier: 'domain', domain: 'transactions' } },
375
+ async () => {
376
+ const batch = Array.from({ length: 50 }, (_, index) =>
377
+ buildTransaction({
378
+ amount: -1000 - index,
379
+ memo: `Bulk batch item ${index}`,
380
+ // Max 36 chars: "MCP:BATCH:" (10) + index (up to 2 chars) + ":" (1) + UUID
381
+ // With index 0-99, max prefix is 13 chars, leaving 23 for UUID
382
+ import_id: `MCP:BATCH:${index}:${randomUUID().slice(0, 23)}`,
383
+ }),
384
+ );
385
+
386
+ const { response } = await executeBulkCreate({
387
+ budget_id: testBudgetId,
388
+ transactions: batch,
389
+ });
390
+
391
+ expect(response.summary.total_requested).toBe(50);
392
+ expect(response.results).toHaveLength(50);
393
+ expect(['full', 'summary', 'ids_only']).toContain(response.mode);
394
+ },
395
+ );
396
+
397
+ it(
398
+ 'should support dry run mode without creating transactions',
399
+ { meta: { tier: 'domain', domain: 'transactions' } },
400
+ async () => {
401
+ const result = await handleCreateTransactions(ynabAPI, {
402
+ budget_id: testBudgetId,
403
+ dry_run: true,
404
+ transactions: [
405
+ buildTransaction({
406
+ memo: `Dry run ${randomUUID()}`,
407
+ }),
408
+ ],
409
+ });
410
+ const response = parseToolResult(result);
411
+ expect(response.dry_run).toBe(true);
412
+ expect(response.transactions_preview).toHaveLength(1);
413
+ expect(response.summary.total_transactions).toBe(1);
414
+ },
415
+ );
416
+
417
+ it(
418
+ 'should confirm dry run does not persist data',
419
+ { meta: { tier: 'domain', domain: 'transactions' } },
420
+ async () => {
421
+ const memo = `DryRunNoPersist ${randomUUID()}`;
422
+ await handleCreateTransactions(ynabAPI, {
423
+ budget_id: testBudgetId,
424
+ dry_run: true,
425
+ transactions: [
426
+ buildTransaction({
427
+ memo,
428
+ }),
429
+ ],
430
+ });
431
+
432
+ const afterList = await fetchBudgetTransactions();
433
+ const transactions =
434
+ afterList.transactions || afterList.preview_transactions || afterList.transaction_preview;
435
+ const memoExists = Array.isArray(transactions)
436
+ ? transactions.some((transaction) => transaction.memo === memo)
437
+ : false;
438
+ expect(memoExists).toBe(false);
439
+ },
440
+ );
441
+
442
+ it(
443
+ 'should handle invalid budget IDs gracefully during bulk create',
444
+ { meta: { tier: 'domain', domain: 'transactions' } },
445
+ async () => {
446
+ const result = await handleCreateTransactions(ynabAPI, {
447
+ budget_id: 'invalid-budget-id',
448
+ transactions: [buildTransaction()],
449
+ });
450
+ const response = parseToolResult(result);
451
+ expect(response.error).toBeDefined();
452
+ expect(response.error.message).toBeDefined();
453
+ },
454
+ );
455
+
456
+ it(
457
+ 'should handle invalid account IDs during bulk create',
458
+ { meta: { tier: 'domain', domain: 'transactions' } },
459
+ async () => {
460
+ const result = await handleCreateTransactions(ynabAPI, {
461
+ budget_id: testBudgetId,
462
+ transactions: [
463
+ buildTransaction({
464
+ account_id: 'invalid-account-id',
465
+ // Max 36 chars: "MCP:INVALID:" (12) + 24 chars
466
+ import_id: `MCP:INVALID:${randomUUID().slice(0, 24)}`,
467
+ }),
468
+ ],
469
+ });
470
+ const response = parseToolResult(result);
471
+ expect(response.error).toBeDefined();
472
+ expect(response.error.message).toBeDefined();
473
+ },
474
+ );
475
+
476
+ it.skip(
477
+ 'documents rate limiting behavior for bulk requests',
478
+ { meta: { tier: 'domain', domain: 'transactions' } },
479
+ () => {
480
+ // Intentionally skipped – provoking API rate limits is outside automated integration scope
481
+ },
482
+ );
483
+ });
484
+
485
+ describeIntegration('Bulk Update Transactions Integration', () => {
486
+ const createdTransactionIds: string[] = [];
487
+
488
+ const parseToolResult = (result: any) => {
489
+ if (!result.content || !result.content[0]?.text) {
490
+ throw new Error('Invalid tool result structure');
491
+ }
492
+ return JSON.parse(result.content[0].text);
493
+ };
494
+
495
+ afterEach(async () => {
496
+ // Clean up created transactions
497
+ while (createdTransactionIds.length > 0) {
498
+ const transactionId = createdTransactionIds.pop();
499
+ if (!transactionId) continue;
500
+ try {
501
+ await ynabAPI.transactions.deleteTransaction(testBudgetId, transactionId);
502
+ } catch (error) {
503
+ console.warn(
504
+ `⚠️ Failed to clean up integration test transaction ${transactionId}: ${
505
+ (error as Error).message
506
+ }`,
507
+ );
508
+ }
509
+ }
510
+ });
511
+
512
+ it(
513
+ 'should successfully update multiple transactions with provided metadata',
514
+ { meta: { tier: 'core', domain: 'transactions' } },
515
+ async () => {
516
+ // First create test transactions
517
+ const createResult = await handleCreateTransactions(ynabAPI, {
518
+ budget_id: testBudgetId,
519
+ transactions: [
520
+ {
521
+ account_id: testAccountId,
522
+ amount: -5000,
523
+ date: new Date().toISOString().slice(0, 10),
524
+ memo: 'Original memo 1',
525
+ // Max 36 chars: "MCP:UPDATE-TEST-1:" (18) + 18 chars
526
+ import_id: `MCP:UPDATE-TEST-1:${randomUUID().slice(0, 18)}`,
527
+ },
528
+ {
529
+ account_id: testAccountId,
530
+ amount: -10000,
531
+ date: new Date().toISOString().slice(0, 10),
532
+ memo: 'Original memo 2',
533
+ // Max 36 chars: "MCP:UPDATE-TEST-2:" (18) + 18 chars
534
+ import_id: `MCP:UPDATE-TEST-2:${randomUUID().slice(0, 18)}`,
535
+ },
536
+ ],
537
+ });
538
+
539
+ const createResponse = parseToolResult(createResult);
540
+ const transactionIds = createResponse.results
541
+ .filter((r: any) => r.status === 'created')
542
+ .map((r: any) => r.transaction_id);
543
+
544
+ expect(transactionIds).toHaveLength(2);
545
+ createdTransactionIds.push(...transactionIds);
546
+
547
+ // Now update the transactions with metadata
548
+ const updateResult = await handleUpdateTransactions(ynabAPI, {
549
+ budget_id: testBudgetId,
550
+ transactions: [
551
+ {
552
+ id: transactionIds[0],
553
+ amount: -7500,
554
+ memo: 'Updated memo 1',
555
+ original_account_id: testAccountId,
556
+ original_date: new Date().toISOString().slice(0, 10),
557
+ },
558
+ {
559
+ id: transactionIds[1],
560
+ memo: 'Updated memo 2',
561
+ cleared: 'cleared' as const,
562
+ original_account_id: testAccountId,
563
+ original_date: new Date().toISOString().slice(0, 10),
564
+ },
565
+ ],
566
+ });
567
+
568
+ const updateResponse = parseToolResult(updateResult);
569
+ expect(updateResponse.success).toBe(true);
570
+ expect(updateResponse.summary.updated).toBe(2);
571
+ expect(updateResponse.summary.failed).toBe(0);
572
+ expect(updateResponse.results).toHaveLength(2);
573
+ expect(updateResponse.results[0].status).toBe('updated');
574
+ expect(updateResponse.results[0].correlation_key).toBe(transactionIds[0]);
575
+ expect(updateResponse.results[1].status).toBe('updated');
576
+ expect(updateResponse.results[1].correlation_key).toBe(transactionIds[1]);
577
+
578
+ // Verify changes persisted
579
+ const getResult1 = await handleGetTransaction(ynabAPI, {
580
+ budget_id: testBudgetId,
581
+ transaction_id: transactionIds[0],
582
+ });
583
+ const transaction1 = parseToolResult(getResult1).transaction;
584
+ expect(transaction1.amount).toBe(-7.5);
585
+ expect(transaction1.memo).toBe('Updated memo 1');
586
+
587
+ const getResult2 = await handleGetTransaction(ynabAPI, {
588
+ budget_id: testBudgetId,
589
+ transaction_id: transactionIds[1],
590
+ });
591
+ const transaction2 = parseToolResult(getResult2).transaction;
592
+ expect(transaction2.memo).toBe('Updated memo 2');
593
+ expect(transaction2.cleared).toBe('cleared');
594
+
595
+ console.warn('✅ Successfully updated 2 transactions with provided metadata');
596
+ },
597
+ );
598
+
599
+ it(
600
+ 'should successfully update transactions without metadata (using cache/API)',
601
+ { meta: { tier: 'domain', domain: 'transactions' } },
602
+ async () => {
603
+ // Create a test transaction
604
+ const createResult = await handleCreateTransactions(ynabAPI, {
605
+ budget_id: testBudgetId,
606
+ transactions: [
607
+ {
608
+ account_id: testAccountId,
609
+ amount: -3000,
610
+ date: new Date().toISOString().slice(0, 10),
611
+ memo: 'Original',
612
+ // Max 36 chars: "MCP:UPDATE-NO-META:" (19) + 17 chars
613
+ import_id: `MCP:UPDATE-NO-META:${randomUUID().slice(0, 17)}`,
614
+ },
615
+ ],
616
+ });
617
+
618
+ const createResponse = parseToolResult(createResult);
619
+ const transactionId = createResponse.results[0].transaction_id;
620
+ createdTransactionIds.push(transactionId);
621
+
622
+ // Update without providing original_account_id/original_date
623
+ const updateResult = await handleUpdateTransactions(ynabAPI, {
624
+ budget_id: testBudgetId,
625
+ transactions: [
626
+ {
627
+ id: transactionId,
628
+ memo: 'Updated without metadata',
629
+ },
630
+ ],
631
+ });
632
+
633
+ const updateResponse = parseToolResult(updateResult);
634
+ expect(updateResponse.success).toBe(true);
635
+ expect(updateResponse.summary.updated).toBe(1);
636
+
637
+ // Verify change
638
+ const getResult = await handleGetTransaction(ynabAPI, {
639
+ budget_id: testBudgetId,
640
+ transaction_id: transactionId,
641
+ });
642
+ const transaction = parseToolResult(getResult).transaction;
643
+ expect(transaction.memo).toBe('Updated without metadata');
644
+
645
+ console.warn('✅ Successfully updated transaction without metadata');
646
+ },
647
+ );
648
+
649
+ it(
650
+ 'should provide before/after preview in dry_run mode',
651
+ { meta: { tier: 'domain', domain: 'transactions' } },
652
+ async () => {
653
+ // Create a test transaction
654
+ const createResult = await handleCreateTransactions(ynabAPI, {
655
+ budget_id: testBudgetId,
656
+ transactions: [
657
+ {
658
+ account_id: testAccountId,
659
+ amount: -2000,
660
+ date: new Date().toISOString().slice(0, 10),
661
+ memo: 'For dry run test',
662
+ // Max 36 chars: "MCP:DRY-RUN:" (12) + 24 chars
663
+ import_id: `MCP:DRY-RUN:${randomUUID().slice(0, 24)}`,
664
+ },
665
+ ],
666
+ });
667
+
668
+ const createResponse = parseToolResult(createResult);
669
+ const transactionId = createResponse.results[0].transaction_id;
670
+ createdTransactionIds.push(transactionId);
671
+
672
+ // Run dry_run update
673
+ const dryRunResult = await handleUpdateTransactions(ynabAPI, {
674
+ budget_id: testBudgetId,
675
+ transactions: [
676
+ {
677
+ id: transactionId,
678
+ amount: -5000,
679
+ memo: 'Dry run update',
680
+ },
681
+ ],
682
+ dry_run: true,
683
+ });
684
+
685
+ const dryRunResponse = parseToolResult(dryRunResult);
686
+ expect(dryRunResponse.dry_run).toBe(true);
687
+ expect(dryRunResponse.transactions_preview).toHaveLength(1);
688
+
689
+ const preview = dryRunResponse.transactions_preview[0];
690
+ expect(preview.transaction_id).toBe(transactionId);
691
+ expect(preview.before).toBeDefined();
692
+ expect(preview.after).toBeDefined();
693
+
694
+ if (typeof preview.before !== 'string') {
695
+ expect(preview.before.amount).toBe(-2);
696
+ expect(preview.before.memo).toBe('For dry run test');
697
+ expect(preview.after.amount).toBe(-5);
698
+ expect(preview.after.memo).toBe('Dry run update');
699
+ }
700
+
701
+ // Verify transaction was NOT actually updated
702
+ const getResult = await handleGetTransaction(ynabAPI, {
703
+ budget_id: testBudgetId,
704
+ transaction_id: transactionId,
705
+ });
706
+ const transaction = parseToolResult(getResult).transaction;
707
+ expect(transaction.amount).toBe(-2); // Should still be original amount
708
+ expect(transaction.memo).toBe('For dry run test'); // Should still be original memo
709
+
710
+ console.warn('✅ Dry run preview successful, no changes persisted');
711
+ },
712
+ );
713
+
714
+ it(
715
+ 'should handle partial failures gracefully',
716
+ { meta: { tier: 'domain', domain: 'transactions' } },
717
+ async () => {
718
+ // Create one valid transaction
719
+ const createResult = await handleCreateTransactions(ynabAPI, {
720
+ budget_id: testBudgetId,
721
+ transactions: [
722
+ {
723
+ account_id: testAccountId,
724
+ amount: -1000,
725
+ date: new Date().toISOString().slice(0, 10),
726
+ // Max 36 chars: "MCP:PARTIAL-FAIL:" (17) + 19 chars
727
+ import_id: `MCP:PARTIAL-FAIL:${randomUUID().slice(0, 19)}`,
728
+ },
729
+ ],
730
+ });
731
+
732
+ const createResponse = parseToolResult(createResult);
733
+ const validTransactionId = createResponse.results[0].transaction_id;
734
+ createdTransactionIds.push(validTransactionId);
735
+
736
+ // Try to update with one valid and one invalid ID
737
+ const updateResult = await handleUpdateTransactions(ynabAPI, {
738
+ budget_id: testBudgetId,
739
+ transactions: [
740
+ {
741
+ id: validTransactionId,
742
+ memo: 'Valid update',
743
+ },
744
+ {
745
+ id: 'invalid-transaction-id-12345',
746
+ memo: 'This should fail',
747
+ },
748
+ ],
749
+ });
750
+
751
+ const updateResponse = parseToolResult(updateResult);
752
+ expect(updateResponse.summary.total_requested).toBe(2);
753
+ expect(updateResponse.summary.updated).toBe(1);
754
+ expect(updateResponse.summary.failed).toBeGreaterThan(0);
755
+
756
+ console.warn(
757
+ `✅ Partial failure handled: ${updateResponse.summary.updated} updated, ${updateResponse.summary.failed} failed`,
758
+ );
759
+ },
760
+ );
761
+ });
762
+ });