@dizzlkheinz/ynab-mcpb 0.13.1 → 0.15.1

package/.code/agents/1d7d7ab7-7473-4b69-8b97-6e914f56056a/result.txt

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+Based on my analysis of the ynab-mcpb repository, here's a concise, actionable implementation plan for the next iteration:
+
+---
+
+# YNAB MCP Server - Next Iteration Implementation Plan
+
+## Context Analysis
+
+**Current State:**
+- Version: 0.13.4 (pre-1.0 API)
+- TypeScript: ✅ No type errors
+- Unit Tests: ✅ 1334 passed (59 files)
+- Recent Focus: CI/CD reliability, caching fixes, reconciliation improvements
+- Planning Documents: 3 detailed plans ready for execution
+
+**Untracked File:** `temp-recon.ts` - Integration test script for reconciliation executor
+
+---
+
+## High-Impact Plan (Bite-Sized Tasks)
+
+### Phase 1: Clean Up Workspace (5 min)
+
+**Goal:** Remove temporary files from working directory
+
+**Task 1.1: Remove temporary reconciliation test file**
+- Files: `temp-recon.ts` (root directory)
+- Command: `git rm temp-recon.ts` or move to `src/__tests__/scratch/`
+- Verify: `git status` shows clean working directory
+- Rationale: File appears to be development scratch work, duplicates existing integration tests
+
+---
+
+### Phase 2: Implement Pending Plans (60-90 min total)
+
+#### Option A: Reloadable Config & Token Validation (30-45 min)
+**Priority:** High - Improves testability and error messages
+**Plan:** `docs/plans/2025-11-20-reloadable-config-token-validation.md`
+**Impact:** Better CI reliability, clearer auth failures
+
+**Tasks:**
+1. Reloadable config loader (10 min)
+   - Edit: `src/server/config.ts`
+   - Test: `src/server/__tests__/config.test.ts`
+   - Verify: `npm run test:unit -- src/server/__tests__/config.test.ts`
+
+2. Inject config into YNABMCPServer (10 min)
+   - Edit: `src/server/YNABMCPServer.ts`
+   - Test: `src/server/__tests__/YNABMCPServer.test.ts`
+   - Verify: `npm run test:unit -- src/server/__tests__/YNABMCPServer.test.ts`
+
+3. Token validation resilience (10 min)
+   - Edit: `src/server/YNABMCPServer.ts`
+   - Test: `src/server/__tests__/server-startup.integration.test.ts`
+   - Verify: `npm run test:integration:core`
+
+4. Test alignment & portability (5 min)
+   - Edit: `scripts/run-throttled-integration-tests.js`
+   - Verify: `node scripts/run-throttled-integration-tests.js --help`
+
+5. Full verification (10 min)
+   - Run: `npm test && npm run type-check`
+   - Format: `npm run format`
+   - Build: `npm run build`
+
+#### Option B: Reconciliation Error Handling (20-30 min)
+**Priority:** High - Fixes silent failures in reconciliation
+**Plan:** `docs/plans/2025-11-21-reconciliation-error-handling.md`
+**Impact:** Proper error propagation, better debugging
+
+**Tasks:**
+1. Normalize YNAB API errors (10 min)
+   - Edit: `src/tools/reconciliation/executor.ts`
+   - Add error parsing utilities
+   - Verify: `npm run type-check`
+
+2. Propagate fatal errors (5 min)
+   - Edit: `src/tools/reconciliation/executor.ts`
+   - Update catch blocks for bulk/sequential creation
+   - Verify: Code review for logic correctness
+
+3. Add test coverage (10 min)
+   - Edit: `src/tools/reconciliation/__tests__/executor.test.ts`
+   - Add 429/404 error propagation tests
+   - Verify: `npm run test:unit -- src/tools/reconciliation/__tests__/executor.test.ts`
+
+4. Integration verification (5 min)
+   - Run: `npm run test:integration:reconciliation` (if token available)
+   - Verify: Error messages are actionable
+
+#### Option C: Transaction Cached Property Fix (Already Complete?)
+**Plan:** `docs/plans/2025-11-21-fix-transaction-cached-property.md`
+**Status:** CHANGELOG shows this was fixed in 0.13.1
+**Action:** Verify plan is obsolete, archive or delete planning document
+
+---
+
+### Phase 3: Documentation & Code Quality (15-20 min)
+
+**Task 3.1: Update CHANGELOG for unreleased changes**
+- Edit: `CHANGELOG.md`
+- Add entries under `## [Unreleased]` section
+- Format: Keep a Changelog format
+- Verify: `npm run format:check`
+
+**Task 3.2: Archive completed planning documents**
+- Move: `docs/plans/2025-11-21-fix-transaction-cached-property.md` → `docs/plans/archive/` (if complete)
+- Update: Add completion notes or delete if obsolete
+- Verify: `ls docs/plans` shows only active plans
+
+**Task 3.3: Update CLAUDE.md if needed**
+- Review: Recent architectural changes
+- Edit: `CLAUDE.md` if new patterns emerged
+- Verify: Accuracy of build commands, test commands
+
+**Task 3.4: Clean up temp-recon.ts usage**
+- Decision: Move to tests or delete
+- Option A: Move to `src/__tests__/manual/temp-recon.ts`
+- Option B: Delete if duplicates existing tests
+- Verify: `git status` clean
+
+---
+
+### Phase 4: Proactive Improvements (20-30 min)
+
+**Task 4.1: Add schema validation tests for new YNAB API fields**
+- Files: `src/tools/schemas/outputs/__tests__/*.test.ts`
+- Goal: Ensure schemas handle all YNAB API response variations
+- Add: Edge case tests for nullable/optional fields
+- Verify: `npm run test:unit -- src/tools/schemas/outputs/__tests__/`
+
+**Task 4.2: Improve tool annotation coverage**
+- Files: Check all 30 tools in `src/tools/`
+- Review: Tool registration in `src/server/YNABMCPServer.ts`
+- Verify: All tools have proper `ToolAnnotationPresets` applied
+- Test: `npm run test:unit`
+
+**Task 4.3: Add missing JSDoc comments**
+- Files: `src/tools/*.ts`, `src/server/*.ts`
+- Focus: Public API functions lacking documentation
+- Format: TypeScript JSDoc with `@param`, `@returns`, `@throws`
+- Verify: `npm run type-check`
+
+---
+
+### Phase 5: Testing & Verification (10-15 min)
+
+**Task 5.1: Run full test suite**
+```bash
+npm test                    # Unit tests (fast)
+npm run type-check          # TypeScript validation
+npm run lint                # ESLint + Prettier check
+```
+
+**Task 5.2: Build verification**
+```bash
+npm run build               # Production build with verification
+npm run verify-build        # Post-build checks
+```
+
+**Task 5.3: Integration tests (optional, requires YNAB_ACCESS_TOKEN)**
+```bash
+npm run test:integration:core    # Core integration suite
+```
+
+---
+
+## Recommended Execution Order
+
+### Quick Wins (30 min):
+1. Clean up workspace (remove `temp-recon.ts`)
+2. Implement reconciliation error handling (Option B)
+3. Update CHANGELOG
+4. Run verification suite
+
+### Comprehensive (90 min):
+1. Clean up workspace
+2. Implement reloadable config (Option A)
+3. Implement reconciliation error handling (Option B)
+4. Update documentation
+5. Add proactive improvements
+6. Full test & build verification
+
+---
+
+## File Paths Quick Reference
+
+### Source Files
+- **Server Core:** `src/server/YNABMCPServer.ts`, `src/server/config.ts`
+- **Tool Handlers:** `src/tools/*.ts` (accountTools, transactionTools, reconciliation/, etc.)
+- **Reconciliation:** `src/tools/reconciliation/executor.ts`, `analyzer.ts`, `matcher.ts`
+- **Utilities:** `src/utils/money.ts`, `src/utils/dateUtils.ts`, `src/utils/amountUtils.ts`
+- **Types:** `src/types/index.ts`
+- **Entry Point:** `src/index.ts`
+
+### Test Files
+- **Unit Tests:** `src/**/__tests__/*.test.ts`
+- **Integration Tests:** `src/**/__tests__/*.integration.test.ts`
+- **E2E Tests:** `src/**/__tests__/*.e2e.test.ts`
+
+### Documentation
+- **User Docs:** `docs/getting-started/`, `docs/guides/`, `docs/reference/`
+- **Planning:** `docs/plans/*.md`
+- **Root:** `README.md`, `CLAUDE.md`, `CHANGELOG.md`
+
+### Scripts
+- **Build:** `scripts/verify-build.js`, `scripts/run-generate-mcpb.js`
+- **Testing:** `scripts/run-throttled-integration-tests.js`
+- **CI:** `.github/workflows/*.yml`
+
+---
+
+## Success Criteria
+
+- ✅ No TypeScript errors (`npm run type-check`)
+- ✅ All unit tests pass (`npm test`)
+- ✅ Code formatted (`npm run format:check`)
+- ✅ Clean working directory (`git status`)
+- ✅ Production build succeeds (`npm run build`)
+- ✅ CHANGELOG updated with changes
+- ✅ Documentation reflects current state
+
+---
+
+## Notes
+
+- **No breaking changes** - Maintain API compatibility for 0.x series
+- **Test-driven** - Write tests before implementation where possible
+- **Incremental commits** - Commit after each task completion
+- **Convention:** Use conventional commit format (feat:, fix:, chore:, docs:)
+- **Environment:** Requires Node 18+, npm, YNAB_ACCESS_TOKEN for integration tests