@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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  416. package/src/utils/amountUtils.ts +32 -0
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  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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  434. package/vitest-reporters/split-json-reporter.ts +211 -0
  435. package/vitest.config.ts +96 -0
@@ -0,0 +1,430 @@
1
+ import { parse } from 'csv-parse/sync';
2
+ import { parse as parseDateFns } from 'date-fns';
3
+ import { toMilli } from '../../utils/money.js';
4
+ import { readFileSync } from 'fs';
5
+ export function parseDate(dateStr, format) {
6
+ const cleanDate = dateStr.trim();
7
+ const formatMap = {
8
+ 'MM/DD/YYYY': 'MM/dd/yyyy',
9
+ 'M/D/YYYY': 'M/d/yyyy',
10
+ 'DD/MM/YYYY': 'dd/MM/yyyy',
11
+ 'D/M/YYYY': 'd/M/yyyy',
12
+ 'YYYY-MM-DD': 'yyyy-MM-dd',
13
+ 'MM-DD-YYYY': 'MM-dd-yyyy',
14
+ 'MMM dd, yyyy': 'MMM dd, yyyy',
15
+ 'MMM d, yyyy': 'MMM d, yyyy',
16
+ };
17
+ const dateFnsFormat = formatMap[format];
18
+ if (dateFnsFormat) {
19
+ try {
20
+ const parsed = parseDateFns(cleanDate, dateFnsFormat, new Date());
21
+ if (!isNaN(parsed.getTime())) {
22
+ return parsed;
23
+ }
24
+ }
25
+ catch {
26
+ }
27
+ }
28
+ const parsed = new Date(cleanDate);
29
+ if (isNaN(parsed.getTime())) {
30
+ throw new Error(`Unable to parse date: ${dateStr} with format: ${format}`);
31
+ }
32
+ return parsed;
33
+ }
34
+ export function amountToMilliunits(amountStr) {
35
+ const cleaned = amountStr.replace(/[$,\s]/g, '').trim();
36
+ let s = cleaned, neg = false;
37
+ if (s.startsWith('(') && s.endsWith(')')) {
38
+ neg = true;
39
+ s = s.slice(1, -1);
40
+ }
41
+ if (s.startsWith('+'))
42
+ s = s.slice(1);
43
+ const n = Number(s);
44
+ if (isNaN(n) || !isFinite(n)) {
45
+ throw new Error(`Invalid amount value: "${amountStr}" (cleaned: "${s}")`);
46
+ }
47
+ return toMilli(neg ? -n : n);
48
+ }
49
+ function isDateLike(str) {
50
+ if (!str)
51
+ return false;
52
+ const datePatterns = [
53
+ /^\d{1,2}\/\d{1,2}\/\d{4}$/,
54
+ /^\d{4}-\d{1,2}-\d{1,2}$/,
55
+ /^\d{1,2}-\d{1,2}-\d{4}$/,
56
+ /^[A-Za-z]{3}\s+\d{1,2},\s+\d{4}$/,
57
+ ];
58
+ return datePatterns.some((pattern) => pattern.test(str.trim()));
59
+ }
60
+ export function detectDateFormat(dateStr) {
61
+ if (!dateStr)
62
+ return 'MM/DD/YYYY';
63
+ const cleaned = dateStr.trim();
64
+ if (cleaned.includes('/')) {
65
+ return 'MM/DD/YYYY';
66
+ }
67
+ else if (cleaned.includes('-')) {
68
+ if (/^\d{4}-/.test(cleaned)) {
69
+ return 'YYYY-MM-DD';
70
+ }
71
+ else {
72
+ return 'MM-DD-YYYY';
73
+ }
74
+ }
75
+ else if (/^[A-Za-z]{3}\s+\d{1,2},\s+\d{4}$/.test(cleaned)) {
76
+ return 'MMM dd, yyyy';
77
+ }
78
+ return 'MM/DD/YYYY';
79
+ }
80
+ function detectDelimiter(lines) {
81
+ const candidates = [',', ';', '\t', '|'];
82
+ const sampleLines = lines.slice(0, 3).filter((line) => line.trim());
83
+ if (sampleLines.length === 0) {
84
+ return ',';
85
+ }
86
+ let bestDelimiter = ',';
87
+ let bestScore = -1;
88
+ for (const delimiter of candidates) {
89
+ let score = 0;
90
+ const columnCounts = [];
91
+ let parseFailed = false;
92
+ for (const line of sampleLines) {
93
+ try {
94
+ const rows = parse(line, {
95
+ delimiter,
96
+ quote: '"',
97
+ escape: '"',
98
+ skip_empty_lines: true,
99
+ trim: true,
100
+ relax_column_count: true,
101
+ });
102
+ if (rows && rows.length > 0 && rows[0]) {
103
+ const columns = Array.isArray(rows[0]) ? rows[0] : Object.values(rows[0]);
104
+ columnCounts.push(columns.length);
105
+ }
106
+ else {
107
+ const columns = line.split(delimiter);
108
+ columnCounts.push(columns.length);
109
+ }
110
+ }
111
+ catch {
112
+ parseFailed = true;
113
+ const columns = line.split(delimiter);
114
+ columnCounts.push(columns.length);
115
+ }
116
+ }
117
+ if (columnCounts.length > 1) {
118
+ const firstCount = columnCounts[0];
119
+ if (firstCount === undefined)
120
+ continue;
121
+ const isConsistent = columnCounts.every((count) => count === firstCount);
122
+ if (isConsistent && firstCount > 1) {
123
+ score = Math.min(firstCount, 10);
124
+ if (delimiter === ',')
125
+ score += 0.5;
126
+ if (delimiter === ';')
127
+ score += 0.3;
128
+ if (!parseFailed)
129
+ score += 0.2;
130
+ }
131
+ }
132
+ if (score > bestScore) {
133
+ bestScore = score;
134
+ bestDelimiter = delimiter;
135
+ }
136
+ }
137
+ return bestDelimiter;
138
+ }
139
+ function analyzeHeaders(headers) {
140
+ const datePattern = /^(date|trans.*date|transaction.*date|post.*date|dt)$/i;
141
+ const amountPattern = /^(amount|amt|dollar.*amount|transaction.*amount)$/i;
142
+ const descriptionPattern = /^(description|desc|memo|transaction.*description|payee|merchant)$/i;
143
+ const debitPattern = /^(debit|debits|withdrawal|withdrawals|out|outgoing)$/i;
144
+ const creditPattern = /^(credit|credits|deposit|deposits|in|incoming)$/i;
145
+ let dateColumn = null;
146
+ let amountColumn = null;
147
+ let descriptionColumn = null;
148
+ let debitColumn = null;
149
+ let creditColumn = null;
150
+ for (const header of headers) {
151
+ const cleanHeader = header.trim();
152
+ if (datePattern.test(cleanHeader)) {
153
+ dateColumn = cleanHeader;
154
+ }
155
+ else if (amountPattern.test(cleanHeader)) {
156
+ amountColumn = cleanHeader;
157
+ }
158
+ else if (descriptionPattern.test(cleanHeader)) {
159
+ descriptionColumn = cleanHeader;
160
+ }
161
+ else if (debitPattern.test(cleanHeader)) {
162
+ debitColumn = cleanHeader;
163
+ }
164
+ else if (creditPattern.test(cleanHeader)) {
165
+ creditColumn = cleanHeader;
166
+ }
167
+ }
168
+ return { dateColumn, amountColumn, descriptionColumn, debitColumn, creditColumn };
169
+ }
170
+ export function autoDetectCSVFormat(csvContent) {
171
+ const linesRaw = csvContent.trim().split('\n').slice(0, 3);
172
+ if (linesRaw.length === 0) {
173
+ throw new Error('CSV file is empty');
174
+ }
175
+ const firstLineRaw = linesRaw[0];
176
+ if (!firstLineRaw || !firstLineRaw.trim()) {
177
+ throw new Error('CSV file contains empty first line');
178
+ }
179
+ const delimiter = detectDelimiter(linesRaw);
180
+ const firstLine = firstLineRaw.split(delimiter);
181
+ const hasHeader = !isDateLike(firstLine[0] || '');
182
+ let hasDebitCredit = false;
183
+ if (linesRaw.length > 1) {
184
+ const dataLines = hasHeader ? linesRaw.slice(1) : linesRaw;
185
+ hasDebitCredit = dataLines.some((line) => {
186
+ const cols = line.split(delimiter);
187
+ return (cols.length >= 4 &&
188
+ ((cols[2]?.trim() && !cols[3]?.trim()) || (!cols[2]?.trim() && cols[3]?.trim())));
189
+ });
190
+ }
191
+ if (hasHeader) {
192
+ const { dateColumn, amountColumn, descriptionColumn, debitColumn, creditColumn } = analyzeHeaders(firstLine);
193
+ const safe = (v) => (v && v.trim() ? v : undefined);
194
+ if (hasDebitCredit && debitColumn && creditColumn) {
195
+ const dateCol = safe(dateColumn ?? undefined) ?? safe(firstLine[0]);
196
+ if (!dateCol)
197
+ throw new Error('Unable to detect date column name from header');
198
+ const descCol = safe(descriptionColumn ?? undefined) ?? safe(firstLine[1]);
199
+ if (!descCol)
200
+ throw new Error('Unable to detect description column name from header');
201
+ return {
202
+ date_column: dateCol,
203
+ description_column: descCol,
204
+ debit_column: debitColumn,
205
+ credit_column: creditColumn,
206
+ date_format: detectDateFormat(linesRaw[1]?.split(delimiter)[0]),
207
+ has_header: hasHeader,
208
+ delimiter: delimiter,
209
+ };
210
+ }
211
+ else {
212
+ const dateCol = safe(dateColumn ?? undefined) ?? safe(firstLine[0]);
213
+ if (!dateCol)
214
+ throw new Error('Unable to detect date column name from header');
215
+ const amountCol = safe(amountColumn ?? undefined) ?? safe(firstLine[1]);
216
+ if (!amountCol)
217
+ throw new Error('Unable to detect amount column name from header');
218
+ const descCol = safe(descriptionColumn ?? undefined) ??
219
+ safe(firstLine.length >= 3 ? firstLine[2] : firstLine[1]);
220
+ if (!descCol)
221
+ throw new Error('Unable to detect description column name from header');
222
+ return {
223
+ date_column: dateCol,
224
+ amount_column: amountCol,
225
+ description_column: descCol,
226
+ date_format: detectDateFormat(linesRaw[1]?.split(delimiter)[0]),
227
+ has_header: hasHeader,
228
+ delimiter: delimiter,
229
+ };
230
+ }
231
+ }
232
+ else {
233
+ if (hasDebitCredit && firstLine.length >= 4) {
234
+ return {
235
+ date_column: 0,
236
+ description_column: 1,
237
+ debit_column: 2,
238
+ credit_column: 3,
239
+ date_format: detectDateFormat(firstLine[0]),
240
+ has_header: hasHeader,
241
+ delimiter: delimiter,
242
+ };
243
+ }
244
+ else {
245
+ return {
246
+ date_column: 0,
247
+ amount_column: 1,
248
+ description_column: firstLine.length >= 3 ? 2 : 1,
249
+ date_format: detectDateFormat(firstLine[0]),
250
+ has_header: hasHeader,
251
+ delimiter: delimiter,
252
+ };
253
+ }
254
+ }
255
+ }
256
+ function preprocessCSV(csvContent, format) {
257
+ if (format.date_format?.includes('MMM') && format.date_format?.includes(',')) {
258
+ const lines = csvContent.split('\n');
259
+ const fixedLines = lines.map((line, index) => {
260
+ if (format.has_header && index === 0)
261
+ return line;
262
+ if (!line.trim())
263
+ return line;
264
+ const parts = line.split(format.delimiter);
265
+ const expectedColumns = format.has_header ? lines[0]?.split(format.delimiter).length || 3 : 3;
266
+ if (parts.length > expectedColumns) {
267
+ const potentialDate = parts.slice(0, 2).join(',');
268
+ if (/^[A-Za-z]{3}\s+\d{1,2},\s+\d{4}/.test(potentialDate)) {
269
+ const dateField = parts.slice(0, 2).join(',');
270
+ const remainingFields = parts.slice(2);
271
+ return `"${dateField}"${format.delimiter}${remainingFields.join(format.delimiter)}`;
272
+ }
273
+ }
274
+ return line;
275
+ });
276
+ return fixedLines.join('\n');
277
+ }
278
+ return csvContent;
279
+ }
280
+ export function parseBankCSV(csvContent, format, options = {}) {
281
+ const processedCSV = preprocessCSV(csvContent, format);
282
+ const records = parse(processedCSV, {
283
+ delimiter: format.delimiter,
284
+ columns: format.has_header,
285
+ skip_empty_lines: true,
286
+ trim: true,
287
+ quote: '"',
288
+ escape: '"',
289
+ relax_column_count: true,
290
+ });
291
+ const transactions = [];
292
+ for (let i = 0; i < records.length; i++) {
293
+ const record = records[i];
294
+ const rowNumber = format.has_header ? i + 2 : i + 1;
295
+ try {
296
+ let rawDate;
297
+ let rawAmount;
298
+ let description;
299
+ if (format.has_header) {
300
+ const recordObj = record;
301
+ rawDate = recordObj[format.date_column] || '';
302
+ if (format.amount_column) {
303
+ rawAmount = recordObj[format.amount_column] || '';
304
+ }
305
+ else if (format.debit_column !== undefined && format.credit_column !== undefined) {
306
+ const debitVal = recordObj[format.debit_column] || '';
307
+ const creditVal = recordObj[format.credit_column] || '';
308
+ const debitNum = parseFloat(debitVal.replace(/[^\d.-]/g, ''));
309
+ const creditNum = parseFloat(creditVal.replace(/[^\d.-]/g, ''));
310
+ if (!isNaN(debitNum) && debitNum !== 0) {
311
+ rawAmount = `-${debitVal}`;
312
+ }
313
+ else if (!isNaN(creditNum) && creditNum !== 0) {
314
+ rawAmount = creditVal;
315
+ }
316
+ else {
317
+ rawAmount = '0';
318
+ }
319
+ }
320
+ else {
321
+ throw new Error('No amount column configuration found');
322
+ }
323
+ description = recordObj[format.description_column] || '';
324
+ }
325
+ else {
326
+ const recordArray = record;
327
+ const dateIndex = typeof format.date_column === 'number'
328
+ ? format.date_column
329
+ : parseInt(format.date_column, 10);
330
+ const descIndex = typeof format.description_column === 'number'
331
+ ? format.description_column
332
+ : parseInt(format.description_column, 10);
333
+ const safeDateIndex = isNaN(dateIndex) ? 0 : dateIndex;
334
+ const safeDescIndex = isNaN(descIndex) ? 2 : descIndex;
335
+ rawDate = recordArray[safeDateIndex] || '';
336
+ if (format.amount_column !== undefined) {
337
+ const amountIndex = typeof format.amount_column === 'number'
338
+ ? format.amount_column
339
+ : parseInt(format.amount_column, 10);
340
+ const safeAmountIndex = isNaN(amountIndex) ? 1 : amountIndex;
341
+ rawAmount = recordArray[safeAmountIndex] || '';
342
+ }
343
+ else if (format.debit_column !== undefined && format.credit_column !== undefined) {
344
+ const debitIndex = typeof format.debit_column === 'number'
345
+ ? format.debit_column
346
+ : parseInt(format.debit_column, 10);
347
+ const creditIndex = typeof format.credit_column === 'number'
348
+ ? format.credit_column
349
+ : parseInt(format.credit_column, 10);
350
+ const debitVal = recordArray[debitIndex] || '';
351
+ const creditVal = recordArray[creditIndex] || '';
352
+ const debitNum = parseFloat(debitVal.replace(/[^\d.-]/g, ''));
353
+ const creditNum = parseFloat(creditVal.replace(/[^\d.-]/g, ''));
354
+ if (!isNaN(debitNum) && debitNum !== 0) {
355
+ rawAmount = `-${debitVal}`;
356
+ }
357
+ else if (!isNaN(creditNum) && creditNum !== 0) {
358
+ rawAmount = creditVal;
359
+ }
360
+ else {
361
+ rawAmount = '0';
362
+ }
363
+ }
364
+ else {
365
+ throw new Error('No amount column configuration found');
366
+ }
367
+ description = recordArray[safeDescIndex] || '';
368
+ }
369
+ if (!rawDate || !rawAmount) {
370
+ if (options.debug) {
371
+ console.warn(`Skipping row ${rowNumber}: missing date or amount`);
372
+ }
373
+ continue;
374
+ }
375
+ const date = parseDate(rawDate, format.date_format);
376
+ let amount;
377
+ try {
378
+ amount = amountToMilliunits(rawAmount);
379
+ }
380
+ catch (error) {
381
+ if (options.debug) {
382
+ console.warn(`Skipping row ${rowNumber}: ${error instanceof Error ? error.message : 'Invalid amount'}`);
383
+ }
384
+ continue;
385
+ }
386
+ transactions.push({
387
+ date,
388
+ amount,
389
+ description: description.trim(),
390
+ raw_amount: rawAmount,
391
+ raw_date: rawDate,
392
+ row_number: rowNumber,
393
+ });
394
+ }
395
+ catch (error) {
396
+ if (options.debug) {
397
+ console.warn(`Error parsing row ${rowNumber}:`, error);
398
+ }
399
+ continue;
400
+ }
401
+ }
402
+ return transactions;
403
+ }
404
+ export function readCSVFile(filePath) {
405
+ try {
406
+ return readFileSync(filePath, 'utf-8');
407
+ }
408
+ catch (error) {
409
+ throw new Error(`Unable to read CSV file: ${error instanceof Error ? error.message : 'Unknown error'}`);
410
+ }
411
+ }
412
+ export function extractDateRangeFromCSV(csvContent, format) {
413
+ const transactions = parseBankCSV(csvContent, format);
414
+ if (transactions.length === 0) {
415
+ throw new Error('No transactions found in CSV');
416
+ }
417
+ const dates = transactions.map((txn) => txn.date.getTime());
418
+ const minDateObj = new Date(Math.min(...dates));
419
+ const maxDateObj = new Date(Math.max(...dates));
420
+ const toYYYYMMDD = (date) => {
421
+ const year = date.getFullYear();
422
+ const month = String(date.getMonth() + 1).padStart(2, '0');
423
+ const day = String(date.getDate()).padStart(2, '0');
424
+ return `${year}-${month}-${day}`;
425
+ };
426
+ return {
427
+ minDate: toYYYYMMDD(minDateObj),
428
+ maxDate: toYYYYMMDD(maxDateObj),
429
+ };
430
+ }
@@ -0,0 +1,27 @@
1
+ import type * as ynab from 'ynab';
2
+ import { z } from 'zod/v4';
3
+ import type { CompareTransactionsSchema } from './index.js';
4
+ export interface BankTransaction {
5
+ date: Date;
6
+ amount: number;
7
+ description: string;
8
+ raw_amount: string;
9
+ raw_date: string;
10
+ row_number: number;
11
+ }
12
+ export interface YNABTransaction {
13
+ id: string;
14
+ date: Date;
15
+ amount: number;
16
+ payee_name: string | null | undefined;
17
+ memo: string | null | undefined;
18
+ cleared: string;
19
+ original: ynab.TransactionDetail;
20
+ }
21
+ export interface TransactionMatch {
22
+ bank_transaction: BankTransaction;
23
+ ynab_transaction: YNABTransaction;
24
+ match_score: number;
25
+ match_reasons: string[];
26
+ }
27
+ export type CSVFormat = z.infer<typeof CompareTransactionsSchema>['csv_format'];
@@ -0,0 +1 @@
1
+ export {};
@@ -0,0 +1 @@
1
+ export * from './compareTransactions/index.js';
@@ -0,0 +1 @@
1
+ export * from './compareTransactions/index.js';
@@ -0,0 +1,22 @@
1
+ import * as ynab from 'ynab';
2
+ import { DeltaCache, type DeltaFetchResult } from '../server/deltaCache.js';
3
+ export interface DeltaFetchOptions {
4
+ forceFullRefresh?: boolean;
5
+ ttl?: number;
6
+ }
7
+ export declare class DeltaFetcher {
8
+ private readonly ynabAPI;
9
+ private readonly deltaCache;
10
+ constructor(ynabAPI: ynab.API, deltaCache: DeltaCache);
11
+ fetchAccounts(budgetId: string, options?: DeltaFetchOptions): Promise<DeltaFetchResult<ynab.Account>>;
12
+ fetchCategories(budgetId: string, options?: DeltaFetchOptions): Promise<DeltaFetchResult<ynab.CategoryGroupWithCategories>>;
13
+ fetchTransactions(budgetId: string, sinceDate?: string, type?: ynab.GetTransactionsTypeEnum, options?: DeltaFetchOptions): Promise<DeltaFetchResult<ynab.TransactionDetail>>;
14
+ fetchTransactionsByAccount(budgetId: string, accountId: string, sinceDate?: string, options?: DeltaFetchOptions): Promise<DeltaFetchResult<ynab.TransactionDetail>>;
15
+ fetchAccountsFull(budgetId: string): Promise<DeltaFetchResult<ynab.Account>>;
16
+ fetchTransactionsByAccountFull(budgetId: string, accountId: string, sinceDate?: string): Promise<DeltaFetchResult<ynab.TransactionDetail>>;
17
+ fetchScheduledTransactions(budgetId: string, options?: DeltaFetchOptions): Promise<DeltaFetchResult<ynab.ScheduledTransactionDetail>>;
18
+ fetchPayees(budgetId: string, options?: DeltaFetchOptions): Promise<DeltaFetchResult<ynab.Payee>>;
19
+ fetchMonths(budgetId: string, options?: DeltaFetchOptions): Promise<DeltaFetchResult<ynab.MonthSummary>>;
20
+ fetchBudgets(options?: DeltaFetchOptions): Promise<DeltaFetchResult<ynab.BudgetSummary>>;
21
+ private buildDeltaOptions;
22
+ }
@@ -0,0 +1,137 @@
1
+ import { mergeFlatEntities, mergeCategories, mergeTransactions, mergeMonths, } from '../server/deltaCache.merge.js';
2
+ import { CacheManager, CACHE_TTLS } from '../server/cacheManager.js';
3
+ export class DeltaFetcher {
4
+ constructor(ynabAPI, deltaCache) {
5
+ this.ynabAPI = ynabAPI;
6
+ this.deltaCache = deltaCache;
7
+ }
8
+ async fetchAccounts(budgetId, options) {
9
+ const cacheKey = CacheManager.generateKey('accounts', 'list', budgetId);
10
+ return await this.deltaCache.fetchWithDelta(cacheKey, budgetId, async (lastKnowledge) => {
11
+ const response = lastKnowledge !== undefined
12
+ ? await this.ynabAPI.accounts.getAccounts(budgetId, lastKnowledge)
13
+ : await this.ynabAPI.accounts.getAccounts(budgetId);
14
+ return {
15
+ data: response.data.accounts,
16
+ serverKnowledge: response.data.server_knowledge ?? 0,
17
+ };
18
+ }, mergeFlatEntities, this.buildDeltaOptions(CACHE_TTLS.ACCOUNTS, options));
19
+ }
20
+ async fetchCategories(budgetId, options) {
21
+ const cacheKey = CacheManager.generateKey('categories', 'list', budgetId);
22
+ return await this.deltaCache.fetchWithDelta(cacheKey, budgetId, async (lastKnowledge) => {
23
+ const response = lastKnowledge !== undefined
24
+ ? await this.ynabAPI.categories.getCategories(budgetId, lastKnowledge)
25
+ : await this.ynabAPI.categories.getCategories(budgetId);
26
+ return {
27
+ data: response.data.category_groups,
28
+ serverKnowledge: response.data.server_knowledge ?? 0,
29
+ };
30
+ }, mergeCategories, this.buildDeltaOptions(CACHE_TTLS.CATEGORIES, options));
31
+ }
32
+ async fetchTransactions(budgetId, sinceDate, type, options) {
33
+ const normalizedSince = sinceDate ?? 'all';
34
+ const normalizedType = type ?? 'all';
35
+ const cacheKey = CacheManager.generateKey('transactions', 'list', budgetId, normalizedSince, normalizedType);
36
+ return await this.deltaCache.fetchWithDelta(cacheKey, budgetId, async (lastKnowledge) => {
37
+ const response = await this.ynabAPI.transactions.getTransactions(budgetId, sinceDate, type, lastKnowledge);
38
+ return {
39
+ data: response.data.transactions,
40
+ serverKnowledge: response.data.server_knowledge ?? 0,
41
+ };
42
+ }, mergeTransactions, this.buildDeltaOptions(CACHE_TTLS.TRANSACTIONS, options));
43
+ }
44
+ async fetchTransactionsByAccount(budgetId, accountId, sinceDate, options) {
45
+ const normalizedSince = sinceDate ?? 'all';
46
+ const cacheKey = CacheManager.generateKey('transactions', 'account', budgetId, accountId, normalizedSince);
47
+ return await this.deltaCache.fetchWithDelta(cacheKey, budgetId, async (lastKnowledge) => {
48
+ const response = await this.ynabAPI.transactions.getTransactionsByAccount(budgetId, accountId, sinceDate, undefined, lastKnowledge);
49
+ return {
50
+ data: response.data.transactions,
51
+ serverKnowledge: response.data.server_knowledge ?? 0,
52
+ };
53
+ }, mergeTransactions, this.buildDeltaOptions(CACHE_TTLS.TRANSACTIONS, options));
54
+ }
55
+ async fetchAccountsFull(budgetId) {
56
+ const response = await this.ynabAPI.accounts.getAccounts(budgetId);
57
+ const accounts = response.data.accounts.filter((account) => !account.deleted);
58
+ return {
59
+ data: accounts,
60
+ wasCached: false,
61
+ usedDelta: false,
62
+ serverKnowledge: response.data.server_knowledge ?? 0,
63
+ };
64
+ }
65
+ async fetchTransactionsByAccountFull(budgetId, accountId, sinceDate) {
66
+ const response = await this.ynabAPI.transactions.getTransactionsByAccount(budgetId, accountId, sinceDate);
67
+ const transactions = response.data.transactions.filter((transaction) => !transaction.deleted);
68
+ return {
69
+ data: transactions,
70
+ wasCached: false,
71
+ usedDelta: false,
72
+ serverKnowledge: response.data.server_knowledge ?? 0,
73
+ };
74
+ }
75
+ async fetchScheduledTransactions(budgetId, options) {
76
+ const cacheKey = CacheManager.generateKey('scheduled_transactions', 'list', budgetId);
77
+ return await this.deltaCache.fetchWithDelta(cacheKey, budgetId, async (lastKnowledge) => {
78
+ const response = lastKnowledge !== undefined
79
+ ? await this.ynabAPI.scheduledTransactions.getScheduledTransactions(budgetId, lastKnowledge)
80
+ : await this.ynabAPI.scheduledTransactions.getScheduledTransactions(budgetId);
81
+ return {
82
+ data: response.data.scheduled_transactions,
83
+ serverKnowledge: response.data.server_knowledge ?? 0,
84
+ };
85
+ }, mergeFlatEntities, this.buildDeltaOptions(CACHE_TTLS.SCHEDULED_TRANSACTIONS, options));
86
+ }
87
+ async fetchPayees(budgetId, options) {
88
+ const cacheKey = CacheManager.generateKey('payees', 'list', budgetId);
89
+ return await this.deltaCache.fetchWithDelta(cacheKey, budgetId, async (lastKnowledge) => {
90
+ const response = lastKnowledge !== undefined
91
+ ? await this.ynabAPI.payees.getPayees(budgetId, lastKnowledge)
92
+ : await this.ynabAPI.payees.getPayees(budgetId);
93
+ return {
94
+ data: response.data.payees,
95
+ serverKnowledge: response.data.server_knowledge ?? 0,
96
+ };
97
+ }, mergeFlatEntities, this.buildDeltaOptions(CACHE_TTLS.PAYEES, options));
98
+ }
99
+ async fetchMonths(budgetId, options) {
100
+ const cacheKey = CacheManager.generateKey('months', 'list', budgetId);
101
+ return await this.deltaCache.fetchWithDelta(cacheKey, budgetId, async (lastKnowledge) => {
102
+ const response = lastKnowledge !== undefined
103
+ ? await this.ynabAPI.months.getBudgetMonths(budgetId, lastKnowledge)
104
+ : await this.ynabAPI.months.getBudgetMonths(budgetId);
105
+ return {
106
+ data: response.data.months,
107
+ serverKnowledge: response.data.server_knowledge ?? 0,
108
+ };
109
+ }, mergeMonths, this.buildDeltaOptions(CACHE_TTLS.MONTHS, options));
110
+ }
111
+ async fetchBudgets(options) {
112
+ const cacheKey = CacheManager.generateKey('budgets', 'list');
113
+ const result = await this.deltaCache.fetchWithDelta(cacheKey, 'global', async () => {
114
+ const response = await this.ynabAPI.budgets.getBudgets();
115
+ const serverKnowledge = response.data.server_knowledge ?? 0;
116
+ return {
117
+ data: response.data.budgets,
118
+ serverKnowledge,
119
+ };
120
+ }, mergeFlatEntities, {
121
+ ttl: options?.ttl ?? CACHE_TTLS.BUDGETS,
122
+ forceFullRefresh: true,
123
+ });
124
+ return {
125
+ ...result,
126
+ data: result.data,
127
+ };
128
+ }
129
+ buildDeltaOptions(defaultTtl, options) {
130
+ return {
131
+ ttl: options?.ttl ?? defaultTtl,
132
+ ...(options?.forceFullRefresh !== undefined && {
133
+ forceFullRefresh: options.forceFullRefresh,
134
+ }),
135
+ };
136
+ }
137
+ }
@@ -0,0 +1,20 @@
1
+ import * as ynab from 'ynab';
2
+ import { DeltaCache } from '../server/deltaCache.js';
3
+ import { ServerKnowledgeStore } from '../server/serverKnowledgeStore.js';
4
+ import { DeltaFetcher } from './deltaFetcher.js';
5
+ export interface SharedDeltaSupportOptions {
6
+ deltaFetcher?: DeltaFetcher;
7
+ deltaCache?: DeltaCache;
8
+ knowledgeStore?: ServerKnowledgeStore;
9
+ }
10
+ export declare function setSharedDeltaSupport(options?: SharedDeltaSupportOptions): void;
11
+ export declare function getSharedDeltaSupport(): SharedDeltaSupportOptions | undefined;
12
+ export declare function resolveDeltaFetcherArgs<TParams extends Record<string, unknown>>(ynabAPI: ynab.API, deltaFetcherOrParams: DeltaFetcher | TParams, maybeParams?: TParams): {
13
+ deltaFetcher: DeltaFetcher;
14
+ params: TParams;
15
+ };
16
+ export declare function resolveDeltaWriteArgs<TParams extends Record<string, unknown>>(deltaCacheOrParams: DeltaCache | TParams, knowledgeStoreOrParams?: ServerKnowledgeStore | TParams, maybeParams?: TParams): {
17
+ deltaCache: DeltaCache;
18
+ knowledgeStore: ServerKnowledgeStore;
19
+ params: TParams;
20
+ };