@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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  304. package/src/server/errorHandler.ts +756 -0
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  306. package/src/server/rateLimiter.ts +156 -0
  307. package/src/server/requestLogger.ts +344 -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
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  337. package/src/tools/__tests__/payeeTools.delta.integration.test.ts +80 -0
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  340. package/src/tools/__tests__/transactionTools.integration.test.ts +762 -0
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  342. package/src/tools/__tests__/utilityTools.integration.test.ts +128 -0
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  344. package/src/tools/accountTools.ts +283 -0
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  366. package/src/tools/reconciliation/__tests__/recommendationEngine.integration.test.ts +658 -0
  367. package/src/tools/reconciliation/__tests__/recommendationEngine.test.ts +1000 -0
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  407. package/src/tools/transactionTools.ts +2509 -0
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  409. package/src/types/.gitkeep +1 -0
  410. package/src/types/__tests__/index.test.ts +52 -0
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  413. package/src/types/toolAnnotations.ts +44 -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
  421. package/test-exports/ynab_account_e9ddc2a6_minimal_1items_2025-11-19_09-04-53.json +23 -0
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  426. package/test-reconcile-autodetect.js +40 -0
  427. package/test-reconcile-tool.js +152 -0
  428. package/test-reconcile-with-csv.cjs +89 -0
  429. package/test-statement.csv +8 -0
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  432. package/tsconfig.json +31 -0
  433. package/tsconfig.prod.json +18 -0
  434. package/vitest-reporters/split-json-reporter.ts +211 -0
  435. package/vitest.config.ts +96 -0
@@ -0,0 +1,449 @@
1
+ /**
2
+ * Test setup and configuration
3
+ */
4
+
5
+ // Load environment variables from .env for integration tests
6
+ import 'dotenv/config';
7
+ import { beforeAll, afterAll, beforeEach, afterEach } from 'vitest';
8
+ import { cacheManager } from '../server/cacheManager.js';
9
+
10
+ // Skip E2E tests by default unless explicitly enabled
11
+ const hasAccessToken = !!process.env['YNAB_ACCESS_TOKEN'];
12
+ if (!process.env['SKIP_E2E_TESTS']) {
13
+ process.env['SKIP_E2E_TESTS'] = hasAccessToken ? 'false' : 'true';
14
+ }
15
+
16
+ type TierFilter = 'core' | 'domain' | 'full';
17
+ interface TestMeta {
18
+ tier?: TierFilter;
19
+ domain?: string;
20
+ }
21
+
22
+ const parseFilterList = (value: string | undefined) =>
23
+ value
24
+ ?.split(',')
25
+ .map((entry) => entry.trim().toLowerCase())
26
+ .filter(Boolean) ?? [];
27
+
28
+ const tierFilters = parseFilterList(process.env['INTEGRATION_TEST_TIER'] ?? 'full') as TierFilter[];
29
+ const domainFilters = parseFilterList(process.env['INTEGRATION_TEST_DOMAINS']);
30
+
31
+ const shouldRunTier = (tier?: string): boolean => {
32
+ if (!tier) return true;
33
+ if (tierFilters.length === 0 || tierFilters.includes('full')) {
34
+ return true;
35
+ }
36
+ return tierFilters.includes(tier.toLowerCase() as TierFilter);
37
+ };
38
+
39
+ const shouldRunDomain = (domain?: string): boolean => {
40
+ if (!domain || domainFilters.length === 0) {
41
+ return true;
42
+ }
43
+ return domainFilters.includes(domain.toLowerCase());
44
+ };
45
+
46
+ /**
47
+ * Global test setup
48
+ */
49
+ beforeAll(async () => {
50
+ // Set test environment variables
51
+ process.env['NODE_ENV'] = 'test';
52
+
53
+ // Set default test token if not provided
54
+ if (!process.env['YNAB_ACCESS_TOKEN']) {
55
+ process.env['YNAB_ACCESS_TOKEN'] = 'test-token-for-mocked-tests';
56
+ }
57
+
58
+ // Disable console.error for cleaner test output (except for specific tests)
59
+ if (!process.env['VERBOSE_TESTS']) {
60
+ const originalConsoleError = console.error;
61
+ console.error = (...args: any[]) => {
62
+ // Only show errors that are part of test assertions
63
+ if (args[0]?.includes?.('❌') || args[0]?.includes?.('Test')) {
64
+ originalConsoleError(...args);
65
+ }
66
+ };
67
+ }
68
+
69
+ console.warn('🧪 Test environment initialized');
70
+ });
71
+
72
+ /**
73
+ * Global test cleanup
74
+ */
75
+ afterAll(async () => {
76
+ // Clean up any global resources
77
+ console.warn('🧹 Test environment cleaned up');
78
+ });
79
+
80
+ /**
81
+ * Per-test setup
82
+ */
83
+ beforeEach(async () => {
84
+ // Reset environment for each test
85
+ process.env['NODE_ENV'] = 'test';
86
+
87
+ // Clear cache state between tests to prevent interference
88
+ cacheManager.clear();
89
+
90
+ // Clear any cached modules that might interfere (only if they exist)
91
+ try {
92
+ const modulePath = require.resolve('../server/YNABMCPServer.js');
93
+ if (require.cache[modulePath]) {
94
+ require.cache[modulePath] = undefined;
95
+ }
96
+ } catch {
97
+ // Module doesn't exist yet, which is fine
98
+ }
99
+ });
100
+
101
+ beforeEach((ctx) => {
102
+ const meta = ctx.task.meta as TestMeta;
103
+
104
+ if (!shouldRunTier(meta?.tier)) {
105
+ ctx.skip();
106
+ return;
107
+ }
108
+
109
+ if (!shouldRunDomain(meta?.domain)) {
110
+ ctx.skip();
111
+ }
112
+ });
113
+
114
+ /**
115
+ * Per-test cleanup
116
+ */
117
+ afterEach(async () => {
118
+ // Clean up any test-specific resources
119
+ // This is handled by individual test files
120
+ });
121
+
122
+ /**
123
+ * Test utilities for environment management
124
+ */
125
+ export class TestEnvironment {
126
+ private originalEnv: Record<string, string | undefined> = {};
127
+ private originalNodeEnv: string | undefined = undefined;
128
+
129
+ /**
130
+ * Set environment variables for a test
131
+ */
132
+ setEnv(vars: Record<string, string>): void {
133
+ for (const [key, value] of Object.entries(vars)) {
134
+ this.originalEnv[key] = process.env[key];
135
+ process.env[key] = value;
136
+ }
137
+ }
138
+
139
+ /**
140
+ * Restore original environment variables
141
+ */
142
+ restoreEnv(): void {
143
+ for (const [key, value] of Object.entries(this.originalEnv)) {
144
+ if (value === undefined) {
145
+ process.env[key] = undefined;
146
+ } else {
147
+ process.env[key] = value;
148
+ }
149
+ }
150
+ this.originalEnv = {};
151
+
152
+ // Restore original NODE_ENV if it was modified by cache methods
153
+ if (this.originalNodeEnv !== undefined) {
154
+ process.env['NODE_ENV'] = this.originalNodeEnv;
155
+ this.originalNodeEnv = undefined;
156
+ }
157
+ }
158
+
159
+ /**
160
+ * Check if running in CI environment
161
+ */
162
+ isCI(): boolean {
163
+ return !!(process.env['CI'] || process.env['GITHUB_ACTIONS'] || process.env['TRAVIS']);
164
+ }
165
+
166
+ /**
167
+ * Check if E2E tests should be skipped
168
+ */
169
+ shouldSkipE2E(): boolean {
170
+ return (
171
+ process.env['SKIP_E2E_TESTS'] === 'true' || !process.env['YNAB_ACCESS_TOKEN'] || this.isCI()
172
+ );
173
+ }
174
+
175
+ /**
176
+ * Get test timeout based on environment
177
+ */
178
+ getTestTimeout(): number {
179
+ if (this.isCI()) {
180
+ return 60000; // 60 seconds in CI
181
+ }
182
+ return 30000; // 30 seconds locally
183
+ }
184
+
185
+ /**
186
+ * Disable cache for testing by setting maxEntries to 0
187
+ */
188
+ disableCache(): void {
189
+ // Store original NODE_ENV value if not already stored
190
+ if (this.originalNodeEnv === undefined) {
191
+ this.originalNodeEnv = process.env['NODE_ENV'];
192
+ }
193
+ // This would require access to CacheManager internals
194
+ // For now, we rely on NODE_ENV=test to disable caching
195
+ process.env['NODE_ENV'] = 'test';
196
+ }
197
+
198
+ /**
199
+ * Enable cache for testing specific cache behavior
200
+ */
201
+ enableCache(): void {
202
+ // Store original NODE_ENV value if not already stored
203
+ if (this.originalNodeEnv === undefined) {
204
+ this.originalNodeEnv = process.env['NODE_ENV'];
205
+ }
206
+ // Temporarily enable cache for specific tests
207
+ process.env['NODE_ENV'] = 'development';
208
+ }
209
+ }
210
+
211
+ /**
212
+ * Mock console methods for testing
213
+ */
214
+ export class MockConsole {
215
+ private originalMethods: Record<string, (...args: any[]) => void> = {};
216
+ private logs: { method: string; args: any[] }[] = [];
217
+
218
+ /**
219
+ * Start mocking console methods
220
+ */
221
+ mock(methods: string[] = ['log', 'error', 'warn', 'info']): void {
222
+ for (const method of methods) {
223
+ this.originalMethods[method] = (console as any)[method];
224
+ (console as any)[method] = (...args: any[]) => {
225
+ this.logs.push({ method, args });
226
+ };
227
+ }
228
+ }
229
+
230
+ /**
231
+ * Restore original console methods
232
+ */
233
+ restore(): void {
234
+ for (const [method, originalFn] of Object.entries(this.originalMethods)) {
235
+ (console as any)[method] = originalFn;
236
+ }
237
+ this.originalMethods = {};
238
+ this.logs = [];
239
+ }
240
+
241
+ /**
242
+ * Get captured logs
243
+ */
244
+ getLogs(): { method: string; args: any[] }[] {
245
+ return [...this.logs];
246
+ }
247
+
248
+ /**
249
+ * Get logs for a specific method
250
+ */
251
+ getLogsFor(method: string): any[][] {
252
+ return this.logs.filter((log) => log.method === method).map((log) => log.args);
253
+ }
254
+
255
+ /**
256
+ * Check if a specific message was logged
257
+ */
258
+ hasLog(method: string, message: string): boolean {
259
+ return this.logs.some(
260
+ (log) =>
261
+ log.method === method &&
262
+ log.args.some((arg) => typeof arg === 'string' && arg.includes(message)),
263
+ );
264
+ }
265
+ }
266
+
267
+ /**
268
+ * Test data factory
269
+ */
270
+ export class TestDataFactory {
271
+ /**
272
+ * Create mock budget data
273
+ */
274
+ static createMockBudget(overrides: Partial<any> = {}): any {
275
+ return {
276
+ id: 'test-budget-id',
277
+ name: 'Test Budget',
278
+ last_modified_on: '2024-01-01T00:00:00Z',
279
+ first_month: '2024-01-01',
280
+ last_month: '2024-12-01',
281
+ date_format: { format: 'MM/DD/YYYY' },
282
+ currency_format: { iso_code: 'USD', example_format: '$123.45' },
283
+ ...overrides,
284
+ };
285
+ }
286
+
287
+ /**
288
+ * Create mock account data
289
+ */
290
+ static createMockAccount(overrides: Partial<any> = {}): any {
291
+ return {
292
+ id: 'test-account-id',
293
+ name: 'Test Account',
294
+ type: 'checking',
295
+ on_budget: true,
296
+ closed: false,
297
+ note: null,
298
+ balance: 100000, // $100.00
299
+ cleared_balance: 95000,
300
+ uncleared_balance: 5000,
301
+ ...overrides,
302
+ };
303
+ }
304
+
305
+ /**
306
+ * Create mock transaction data
307
+ */
308
+ static createMockTransaction(overrides: Partial<any> = {}): any {
309
+ return {
310
+ id: 'test-transaction-id',
311
+ date: '2024-01-15',
312
+ amount: -5000, // $5.00 outflow
313
+ memo: 'Test transaction',
314
+ cleared: 'cleared',
315
+ approved: true,
316
+ flag_color: null,
317
+ account_id: 'test-account-id',
318
+ payee_id: 'test-payee-id',
319
+ category_id: 'test-category-id',
320
+ transfer_account_id: null,
321
+ ...overrides,
322
+ };
323
+ }
324
+
325
+ /**
326
+ * Create mock category data
327
+ */
328
+ static createMockCategory(overrides: Partial<any> = {}): any {
329
+ return {
330
+ id: 'test-category-id',
331
+ category_group_id: 'test-group-id',
332
+ name: 'Test Category',
333
+ hidden: false,
334
+ note: null,
335
+ budgeted: 10000, // $10.00
336
+ activity: -5000,
337
+ balance: 5000,
338
+ goal_type: null,
339
+ ...overrides,
340
+ };
341
+ }
342
+
343
+ /**
344
+ * Create mock payee data
345
+ */
346
+ static createMockPayee(overrides: Partial<any> = {}): any {
347
+ return {
348
+ id: 'test-payee-id',
349
+ name: 'Test Payee',
350
+ transfer_account_id: null,
351
+ ...overrides,
352
+ };
353
+ }
354
+
355
+ /**
356
+ * Create mock user data
357
+ */
358
+ static createMockUser(overrides: Partial<any> = {}): any {
359
+ return {
360
+ id: 'test-user-id',
361
+ email: 'test@example.com',
362
+ ...overrides,
363
+ };
364
+ }
365
+
366
+ /**
367
+ * Create mock cache statistics
368
+ */
369
+ static createMockCacheStats(overrides: Partial<any> = {}): any {
370
+ return {
371
+ hits: 10,
372
+ misses: 5,
373
+ hitRate: 0.67,
374
+ entryCount: 15,
375
+ maxEntries: 100,
376
+ ttl: 300000,
377
+ ...overrides,
378
+ };
379
+ }
380
+
381
+ /**
382
+ * Create mock cache entry structure
383
+ */
384
+ static createMockCacheEntry(key: string, value: any, overrides: Partial<any> = {}): any {
385
+ return {
386
+ key,
387
+ value,
388
+ createdAt: Date.now(),
389
+ expiresAt: Date.now() + 300000,
390
+ ttl: 300000,
391
+ ...overrides,
392
+ };
393
+ }
394
+ }
395
+
396
+ /**
397
+ * Performance measurement utilities
398
+ */
399
+ export class PerformanceTracker {
400
+ private measurements: Map<string, number> = new Map();
401
+
402
+ /**
403
+ * Start measuring performance
404
+ */
405
+ start(label: string): void {
406
+ this.measurements.set(label, Date.now());
407
+ }
408
+
409
+ /**
410
+ * End measurement and return duration
411
+ */
412
+ end(label: string): number {
413
+ const startTime = this.measurements.get(label);
414
+ if (!startTime) {
415
+ throw new Error(`No measurement started for label: ${label}`);
416
+ }
417
+
418
+ const duration = Date.now() - startTime;
419
+ this.measurements.delete(label);
420
+ return duration;
421
+ }
422
+
423
+ /**
424
+ * Measure a function execution
425
+ */
426
+ async measure<T>(label: string, fn: () => Promise<T>): Promise<{ result: T; duration: number }> {
427
+ this.start(label);
428
+ const result = await fn();
429
+ const duration = this.end(label);
430
+ return { result, duration };
431
+ }
432
+
433
+ /**
434
+ * Assert performance threshold
435
+ */
436
+ assertDuration(duration: number, maxDuration: number, label?: string): void {
437
+ if (duration > maxDuration) {
438
+ throw new Error(
439
+ `Performance assertion failed${label ? ` for ${label}` : ''}: ` +
440
+ `${duration}ms > ${maxDuration}ms`,
441
+ );
442
+ }
443
+ }
444
+ }
445
+
446
+ // Export singleton instances for convenience
447
+ export const testEnv = new TestEnvironment();
448
+ export const mockConsole = new MockConsole();
449
+ export const performanceTracker = new PerformanceTracker();