@dizzlkheinz/ynab-mcpb 0.16.0 → 0.17.0

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Files changed (114) hide show
  1. package/.code/agents/0098661e-0fa3-4990-beb9-c0cbf3f123aa/status.txt +1 -0
  2. package/.code/agents/1324/exec-call_tIpx9uV1TpARbAMZonRQm8AO.txt +757 -0
  3. package/.code/agents/1572/exec-call_GjVFBFOWcY7lE0idc5nWlLNh.txt +781 -0
  4. package/.code/agents/1846/exec-call_1YNAVD18RjrMN7JnfkkQhUP3.txt +766 -0
  5. package/.code/agents/1846/exec-call_lh3lDzE4WJAh1lFiomiiZ73D.txt +766 -0
  6. package/.code/agents/2038/exec-call_DYwOukaYsL8VCONWmV2rUW5u.txt +766 -0
  7. package/.code/agents/2038/exec-call_c7fOQ7UrpVcTtvdfGBRM146V.txt +652 -0
  8. package/.code/agents/2038/exec-call_ySNyq9Mm55jWE480s54r5QcA.txt +766 -0
  9. package/.code/agents/2256/exec-call_AtPcRWPmFPMcmX6qOFm1fCEY.txt +766 -0
  10. package/.code/agents/2454/exec-call_aFJpupwjfZeOBm7ixI5Vc8z2.txt +766 -0
  11. package/.code/agents/2454/exec-call_wogZ4HfXTodTEXvdgXlVUBpv.txt +766 -0
  12. package/.code/agents/2e905864-aa07-4314-bcf9-c5b32277e4ac/result.txt +36 -0
  13. package/.code/agents/3073/exec-call_Peeagc9DxGYLgE6pNdMZhqIE.txt +766 -0
  14. package/.code/agents/3073/exec-call_d2YSE3hXF08KRSoUM3qd8Z3x.txt +766 -0
  15. package/.code/agents/335aa031-466d-4fb7-925f-3cd864e264d0/result.txt +191 -0
  16. package/.code/agents/3364/exec-call_NbhIrsM5HhyDZDmJZG5CuCYL.txt +766 -0
  17. package/.code/agents/3364/exec-call_cKtJg0NrXiwXEFwlsE3uPZRA.txt +766 -0
  18. package/.code/agents/36d98414-5cde-4d9d-9a67-a240a18c1f07/result.txt +189 -0
  19. package/.code/agents/4604e866-b7b8-44f5-992f-2f683b0a523b/status.txt +1 -0
  20. package/.code/agents/5f8dc01c-47b3-4163-b0b3-aa31be89fcdc/status.txt +1 -0
  21. package/.code/agents/7/exec-call_HltHpkDox0Zm1vGEjdksUgpE.txt +1120 -0
  22. package/.code/agents/7/exec-call_LCATrOPPAgbxW9Q1z0XaVi2E.txt +2646 -0
  23. package/.code/agents/7/exec-call_W8DeRfNG9hvbgVFvf0clBf6R.txt +2646 -0
  24. package/.code/agents/94a0ddf3-a304-4ec3-913e-3cceef509948/error.txt +1 -0
  25. package/.code/agents/e2c752b7-711d-423a-af57-f53c809deb84/result.txt +160 -0
  26. package/.code/agents/e6601719-c31f-4a0e-8c71-d70787d0ab71/status.txt +1 -0
  27. package/.code/agents/f250b7ed-5bd5-4036-aa8c-ce63caee7d61/result.txt +20 -0
  28. package/AGENTS.md +1 -36
  29. package/CLAUDE.md +131 -51
  30. package/NUL +0 -1
  31. package/README.md +27 -14
  32. package/dist/bundle/index.cjs +41 -41
  33. package/dist/server/YNABMCPServer.js +28 -381
  34. package/dist/server/config.d.ts +2 -0
  35. package/dist/server/config.js +1 -0
  36. package/dist/tools/accountTools.d.ts +2 -0
  37. package/dist/tools/accountTools.js +45 -0
  38. package/dist/tools/adapters.d.ts +12 -0
  39. package/dist/tools/adapters.js +25 -0
  40. package/dist/tools/budgetTools.d.ts +2 -0
  41. package/dist/tools/budgetTools.js +30 -0
  42. package/dist/tools/categoryTools.d.ts +2 -0
  43. package/dist/tools/categoryTools.js +45 -0
  44. package/dist/tools/monthTools.d.ts +2 -0
  45. package/dist/tools/monthTools.js +32 -0
  46. package/dist/tools/payeeTools.d.ts +2 -0
  47. package/dist/tools/payeeTools.js +32 -0
  48. package/dist/tools/reconciliation/index.d.ts +2 -0
  49. package/dist/tools/reconciliation/index.js +33 -0
  50. package/dist/tools/schemas/common.d.ts +3 -0
  51. package/dist/tools/schemas/common.js +3 -0
  52. package/dist/tools/schemas/outputs/comparisonOutputs.d.ts +1 -1
  53. package/dist/tools/transactionTools.d.ts +2 -0
  54. package/dist/tools/transactionTools.js +129 -0
  55. package/dist/tools/utilityTools.d.ts +3 -1
  56. package/dist/tools/utilityTools.js +32 -2
  57. package/dist/types/index.d.ts +1 -0
  58. package/dist/types/toolRegistration.d.ts +27 -0
  59. package/dist/types/toolRegistration.js +1 -0
  60. package/package.json +2 -2
  61. package/scripts/run-domain-integration-tests.js +4 -1
  62. package/src/__tests__/workflows.e2e.test.ts +1 -7
  63. package/src/server/YNABMCPServer.ts +33 -519
  64. package/src/server/__tests__/toolRegistration.test.ts +236 -0
  65. package/src/server/config.ts +1 -0
  66. package/src/tools/__tests__/adapters.test.ts +113 -0
  67. package/src/tools/__tests__/transactionTools.test.ts +90 -17
  68. package/src/tools/__tests__/utilityTools.test.ts +7 -7
  69. package/src/tools/accountTools.ts +53 -0
  70. package/src/tools/adapters.ts +74 -0
  71. package/src/tools/budgetTools.ts +37 -0
  72. package/src/tools/categoryTools.ts +53 -0
  73. package/src/tools/monthTools.ts +39 -0
  74. package/src/tools/payeeTools.ts +39 -0
  75. package/src/tools/reconciliation/index.ts +45 -0
  76. package/src/tools/schemas/common.ts +18 -0
  77. package/src/tools/transactionTools.ts +150 -0
  78. package/src/tools/utilityTools.ts +42 -2
  79. package/src/types/index.ts +3 -0
  80. package/src/types/toolRegistration.ts +88 -0
  81. package/.dxtignore +0 -57
  82. package/.github/workflows/pr-description-check.yml +0 -88
  83. package/CODEREVIEW_RESPONSE.md +0 -128
  84. package/SCHEMA_IMPROVEMENT_SUMMARY.md +0 -120
  85. package/TESTING_NOTES.md +0 -217
  86. package/accountactivity-merged.csv +0 -149
  87. package/bundle-analysis.html +0 -13110
  88. package/docs/README.md +0 -72
  89. package/docs/getting-started/CONFIGURATION.md +0 -175
  90. package/docs/getting-started/INSTALLATION.md +0 -333
  91. package/docs/getting-started/QUICKSTART.md +0 -282
  92. package/docs/guides/ARCHITECTURE.md +0 -533
  93. package/docs/guides/DEPLOYMENT.md +0 -189
  94. package/docs/guides/INTEGRATION_TESTING.md +0 -730
  95. package/docs/guides/TESTING.md +0 -591
  96. package/docs/plans/2025-11-20-reloadable-config-token-validation.md +0 -93
  97. package/docs/plans/2025-11-21-fix-transaction-cached-property.md +0 -362
  98. package/docs/plans/2025-11-21-reconciliation-error-handling.md +0 -90
  99. package/docs/plans/2025-11-21-v014-hardening.md +0 -153
  100. package/docs/plans/reconciliation-v2-redesign.md +0 -1571
  101. package/docs/reconciliation-flow.md +0 -83
  102. package/docs/reference/EXAMPLES.md +0 -946
  103. package/docs/reference/TOOLS.md +0 -348
  104. package/docs/reference/TROUBLESHOOTING.md +0 -481
  105. package/fix-types.sh +0 -17
  106. package/test-csv-sample.csv +0 -28
  107. package/test-exports/sample_bank_statement.csv +0 -7
  108. package/test-reconcile-autodetect.js +0 -40
  109. package/test-reconcile-tool.js +0 -152
  110. package/test-reconcile-with-csv.cjs +0 -89
  111. package/test-statement.csv +0 -8
  112. package/test_debug.js +0 -47
  113. package/test_mcp_tools.mjs +0 -75
  114. package/test_simple.mjs +0 -16
@@ -1,362 +0,0 @@
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- # Fix Missing `cached` Property in Large Transaction Responses
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-
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- > **For Claude:** REQUIRED SUB-SKILL: Use superpowers:executing-plans to implement this plan task-by-task.
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-
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- **Goal:** Fix GitHub Action test failure by adding the missing `cached` property to large transaction list responses.
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-
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- **Architecture:** The `handleListTransactions` function in `transactionTools.ts` has two response paths: normal (lines 815+) and large response (lines 788-812). The large response path is missing the `cached` and `cache_info` properties that the normal path includes, causing test assertion failures when transaction data exceeds 90KB.
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-
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- **Tech Stack:** TypeScript, Vitest, YNAB API integration tests
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-
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- ---
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-
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- ## Background
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-
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- **Current Issue:**
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- - GitHub Action failing: `src/tools/__tests__/accountTools.delta.integration.test.ts:94`
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- - Error: `expected undefined to be false // Object.is equality`
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- - Test code: `expect(firstPayload.cached).toBe(false);`
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-
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- **Root Cause:**
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- File `src/tools/transactionTools.ts` has two response code paths:
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- 1. **Large response path** (lines 788-812): When transactions > 90KB, returns preview + summary
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- 2. **Normal path** (lines 815+): Returns full transaction list
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-
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- The large response path returns an object WITHOUT the `cached` property.
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- The normal path returns an object WITH `cached: cacheHit` and `cache_info`.
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-
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- **Test accounts with many transactions trigger the large response path, causing `cached` to be undefined.**
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-
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- ---
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-
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- ## Task 1: Add Unit Test Coverage for Large Response Path
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-
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- **Files:**
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- - Read: `src/tools/__tests__/transactionTools.test.ts`
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- - Modify: `src/tools/__tests__/transactionTools.test.ts` (add test after existing tests)
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-
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- **Step 1: Read the existing test file to understand patterns**
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-
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- ```bash
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- cat src/tools/__tests__/transactionTools.test.ts | head -100
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- ```
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-
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- Expected: See test structure, mocking patterns, imports
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-
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- **Step 2: Write failing test for large response cached property**
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-
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- Add this test to `src/tools/__tests__/transactionTools.test.ts` in the appropriate describe block:
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-
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- ```typescript
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- it('should include cached property in large response path', async () => {
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- // Create large transaction list (> 90KB)
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- const largeTransactionList: ynab.TransactionDetail[] = [];
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- for (let i = 0; i < 5000; i++) {
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- largeTransactionList.push({
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- id: `transaction-${i}`,
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- date: '2025-01-01',
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- amount: -10000,
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- memo: 'Test transaction with long memo to increase size '.repeat(10),
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- cleared: 'cleared',
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- approved: true,
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- flag_color: null,
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- account_id: 'test-account',
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- payee_id: null,
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- category_id: null,
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- transfer_account_id: null,
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- transfer_transaction_id: null,
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- matched_transaction_id: null,
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- import_id: null,
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- import_payee_name: null,
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- import_payee_name_original: null,
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- debt_transaction_type: null,
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- deleted: false,
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- account_name: 'Test Account',
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- payee_name: 'Test Payee',
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- category_name: 'Test Category',
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- subtransactions: [],
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- } as ynab.TransactionDetail);
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- }
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-
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- const mockDeltaFetcher = {
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- fetchTransactionsByAccount: vi.fn().mockResolvedValue({
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- data: largeTransactionList,
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- wasCached: false,
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- usedDelta: false,
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- }),
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- } as unknown as DeltaFetcher;
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-
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- const result = await handleListTransactions(mockYnabAPI, mockDeltaFetcher, {
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- budget_id: 'test-budget',
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- account_id: 'test-account',
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- });
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-
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- const content = result.content?.[0];
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- expect(content).toBeDefined();
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- expect(content?.type).toBe('text');
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-
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- const parsedResponse = JSON.parse(content!.text);
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-
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- // Should have cached property even in large response path
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- expect(parsedResponse.cached).toBeDefined();
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- expect(parsedResponse.cached).toBe(false);
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- expect(parsedResponse.cache_info).toBeDefined();
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- });
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- ```
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-
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- **Step 3: Run the test to verify it fails**
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-
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- ```bash
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- npm run test:unit -- src/tools/__tests__/transactionTools.test.ts -t "should include cached property in large response path"
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- ```
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-
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- Expected: FAIL with error about `cached` being undefined
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-
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- **Step 4: Commit the failing test**
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-
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- ```bash
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- git add src/tools/__tests__/transactionTools.test.ts
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- git commit -m "test: add failing test for cached property in large transaction responses"
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- ```
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-
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- ---
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-
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- ## Task 2: Fix Large Response Path to Include Cached Property
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-
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- **Files:**
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- - Modify: `src/tools/transactionTools.ts:788-812`
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-
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- **Step 1: Read the current large response code**
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-
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- ```bash
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- cat src/tools/transactionTools.ts | sed -n '788,812p'
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- ```
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-
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- Expected: See the current implementation missing `cached` and `cache_info`
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-
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- **Step 2: Add cached properties to large response**
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-
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- In `src/tools/transactionTools.ts`, replace lines 788-812 with:
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-
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- ```typescript
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- if (estimatedSize > sizeLimit) {
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- // Return summary and suggest export
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- const preview = transactions.slice(0, 50);
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- return {
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- content: [
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- {
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- type: 'text',
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- text: responseFormatter.format({
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- message: `Found ${transactions.length} transactions (${Math.round(estimatedSize / 1024)}KB). Too large to display all.`,
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- suggestion: "Use 'export_transactions' tool to save all transactions to a file.",
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- showing: `First ${preview.length} transactions:`,
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- total_count: transactions.length,
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- estimated_size_kb: Math.round(estimatedSize / 1024),
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- cached: cacheHit,
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- cache_info: cacheHit
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- ? `Data retrieved from cache for improved performance${usedDelta ? ' (delta merge applied)' : ''}`
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- : 'Fresh data retrieved from YNAB API',
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- preview_transactions: preview.map((transaction) => ({
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- id: transaction.id,
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- date: transaction.date,
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- amount: milliunitsToAmount(transaction.amount),
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- memo: transaction.memo,
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- payee_name: transaction.payee_name,
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- category_name: transaction.category_name,
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- })),
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- }),
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- },
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- ],
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- };
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- }
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- ```
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-
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- **Changes:**
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- - Added `cached: cacheHit,` after `estimated_size_kb`
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- - Added `cache_info` with same pattern as normal response path
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-
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- **Step 3: Run unit tests to verify fix**
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-
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- ```bash
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- npm run test:unit -- src/tools/__tests__/transactionTools.test.ts -t "should include cached property in large response path"
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- ```
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-
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- Expected: PASS
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-
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- **Step 4: Run all transaction tool tests**
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-
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- ```bash
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- npm run test:unit -- src/tools/__tests__/transactionTools.test.ts
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- ```
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-
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- Expected: All tests PASS
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-
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- **Step 5: Commit the fix**
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-
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- ```bash
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- git add src/tools/transactionTools.ts
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- git commit -m "fix: add cached property to large transaction response path
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-
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- - Large responses (>90KB) now include cached and cache_info properties
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- - Maintains consistency with normal response path
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- - Fixes test failure in delta integration tests"
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- ```
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-
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- ---
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-
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- ## Task 3: Verify Integration Test Now Passes
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-
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- **Files:**
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- - Test: `src/tools/__tests__/accountTools.delta.integration.test.ts`
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-
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- **Step 1: Run the failing integration test locally**
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-
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- ```bash
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- npm run test:integration -- src/tools/__tests__/accountTools.delta.integration.test.ts -t "reports delta usage for list_transactions after a change"
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- ```
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-
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- Expected: PASS (requires YNAB_ACCESS_TOKEN environment variable)
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-
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- Note: If you don't have a YNAB token or want to skip, this is acceptable - the GitHub Action will verify.
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-
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- **Step 2: Run type checking**
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-
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- ```bash
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- npm run type-check
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- ```
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-
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- Expected: No TypeScript errors
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-
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- **Step 3: Run all unit tests to ensure no regressions**
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-
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- ```bash
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- npm run test:unit
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- ```
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-
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- Expected: All tests PASS
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-
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- **Step 4: Commit verification checkpoint**
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-
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- ```bash
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- git add -A
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- git commit -m "test: verify integration test passes with cached property fix"
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- ```
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-
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- ---
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-
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- ## Task 4: Update CHANGELOG and Documentation
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-
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- **Files:**
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- - Modify: `CHANGELOG.md` (add entry at top of Unreleased section)
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-
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- **Step 1: Add CHANGELOG entry**
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-
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- Add this entry to the `## [Unreleased]` section in `CHANGELOG.md`:
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-
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- ```markdown
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- ### Fixed
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- - Fixed missing `cached` property in large transaction list responses (>90KB)
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- - Large response path now includes `cached` and `cache_info` properties
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- - Maintains consistency with normal response path
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- - Resolves integration test failures when accounts have many transactions
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- ```
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-
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- **Step 2: Commit documentation**
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-
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- ```bash
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- git add CHANGELOG.md
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- git commit -m "docs: add CHANGELOG entry for cached property fix"
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- ```
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-
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- ---
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-
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- ## Task 5: Push and Verify GitHub Action
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-
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- **Files:**
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- - Remote: GitHub Actions CI
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-
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- **Step 1: Push all commits to remote**
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-
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- ```bash
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- git push origin HEAD
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- ```
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-
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- Expected: Push successful
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-
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- **Step 2: Monitor GitHub Action**
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-
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- ```bash
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- gh run watch
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- ```
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-
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- Expected:
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- - Job `unit-tests` should PASS
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- - Job `integration-core` should PASS (was previously failing at accountTools.delta.integration.test.ts)
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-
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- **Step 3: Verify specific test that was failing**
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-
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- Check GitHub Action logs for:
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- ```
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- ✓ src/tools/__tests__/accountTools.delta.integration.test.ts > Delta-backed account tool handlers > reports delta usage for list_transactions after a change
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- ```
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-
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- Expected: Green checkmark, no assertion errors
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-
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- **Step 4: Create completion summary**
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-
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- Document verification results:
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- ```markdown
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- ## Verification Complete
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-
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- - ✅ Unit tests passing locally
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- - ✅ Integration tests passing locally (if run)
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- - ✅ Type checking passing
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- - ✅ GitHub Actions CI passing
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- - ✅ Specific failing test now passes
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-
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- The `cached` property is now consistently included in all transaction list responses.
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- ```
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-
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- ---
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-
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- ## Testing Strategy
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-
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- **Unit Tests:**
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- - New test verifies large response path includes `cached` property
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- - Existing tests verify normal response path unchanged
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-
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- **Integration Tests:**
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- - `accountTools.delta.integration.test.ts` verifies delta fetcher integration
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- - Test creates real transaction, expects `cached: false` on first call
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- - Was failing because large accounts returned `cached: undefined`
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-
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- **Manual Verification:**
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- - GitHub Action will run full integration suite with real YNAB API
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- - Throttled test runner prevents rate limit issues
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- - Sequential execution ensures reliable results
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-
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- ---
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-
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- ## Rate Limiting Context (For Reference)
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-
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- **Note:** The GitHub Action failure was NOT a rate limiting issue. The codebase already has excellent rate limiting:
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-
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- **Existing Rate Limit Infrastructure:**
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- - `scripts/run-throttled-integration-tests.js` - Sequential test execution with request tracking
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- - Client-side throttling (200 req/hour with 20 req buffer)
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- - Request history pruning (60-minute sliding window)
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- - Intelligent wait logic with min/max bounds
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- - Per-test estimated API call counts
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-
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- **No changes needed to rate limiting.** The issue was purely a missing property in the response object.
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-
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- ---
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-
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- ## Success Criteria
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-
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- - ✅ Unit test passes for large response cached property
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- - ✅ Integration test `accountTools.delta.integration.test.ts:94` passes
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- - ✅ GitHub Action CI pipeline passes completely
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- - ✅ No TypeScript errors
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- - ✅ CHANGELOG updated
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- - ✅ All commits follow conventional commit format
@@ -1,90 +0,0 @@
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- # Reconciliation Error Handling Implementation Plan
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-
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- > **For Claude:** REQUIRED SUB-SKILL: Use superpowers:executing-plans to implement this plan task-by-task.
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-
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- **Goal:** Fix reconciliation integration failures by properly surfacing YNAB API errors (invalid accounts, rate limits) so tests skip or fail appropriately instead of silently returning zero creations.
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-
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- **Architecture:** Add a small error-normalization layer inside the reconciliation executor to interpret YNAB SDK error payloads, propagate fatal conditions (429/invalid account) as errors, and include actionable reasons in action logs for rate-limit detection. Keep bulk/sequential creation flow intact while improving error transparency.
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-
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- **Tech Stack:** TypeScript, Vitest, YNAB SDK, Node 22+
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-
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- ### Task 1: Normalize YNAB API errors
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-
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- **Files:**
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- - Modify: `src/tools/reconciliation/executor.ts`
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- - Test: `src/tools/reconciliation/__tests__/executor.test.ts`
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-
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- **Step 1: Add error normalization utilities**
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-
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- ```ts
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- // executor.ts (near helper section)
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- interface NormalizedYnabError { status?: number; name?: string; message: string; detail?: string }
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- function normalizeYnabError(err: unknown): NormalizedYnabError { /* parse err.error.id/detail/status, strings, Error */ }
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- function shouldPropagateYnabError(err: NormalizedYnabError): boolean { return [401, 403, 404, 429, 500].includes(err.status ?? 0); }
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- function attachStatus(err: NormalizedYnabError): Error { const e = new Error(err.message || err.detail || 'YNAB API error'); if (err.status) (e as any).status = err.status; if (err.name) e.name = err.name; return e; }
25
- ```
26
-
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- **Step 2: Use normalized errors in bulk chunk handling**
28
-
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- ```ts
30
- // executor.ts processBulkChunk catch
31
- const ynabErr = normalizeYnabError(error);
32
- if (shouldPropagateYnabError(ynabErr)) throw attachStatus(ynabErr);
33
- const reason = ynabErr.message;
34
- bulkOperationDetails.bulk_chunk_failures += 1;
35
- actions_taken.push({ type: 'bulk_create_fallback', reason: `Bulk chunk #${chunkIndex} failed (${reason})...` });
36
- ```
37
-
38
- Expected: rate-limit or invalid-account errors now bubble; other bulk failures still fall back.
39
-
40
- ### Task 2: Propagate fatal errors during sequential creation
41
-
42
- **Files:**
43
- - Modify: `src/tools/reconciliation/executor.ts`
44
- - Test: `src/tools/reconciliation/__tests__/executor.integration.test.ts`
45
-
46
- **Step 1: Update sequential catch block**
47
-
48
- ```ts
49
- const ynabErr = normalizeYnabError(error);
50
- const failureReason = ynabErr.message;
51
- actions_taken.push({ type: 'create_transaction_failed', reason: ...failureReason... });
52
- if (shouldPropagateYnabError(ynabErr)) throw attachStatus(ynabErr);
53
- ```
54
-
55
- Include status-aware message so `containsRateLimitFailure` sees 429 text.
56
-
57
- **Step 2: Ensure transaction failure counters reflect thrown errors**
58
-
59
- If fatal error occurs, increment `transaction_failures` before throw to preserve metrics.
60
-
61
- ### Task 3: Cover new error handling with tests
62
-
63
- **Files:**
64
- - Modify: `src/tools/reconciliation/__tests__/executor.test.ts`
65
- - Modify: `src/tools/reconciliation/__tests__/executor.integration.test.ts` (if needed for assertions/fixtures)
66
-
67
- **Step 1: Add unit tests for non-Error YNAB payload**
68
-
69
- ```ts
70
- it('propagates rate-limit error objects with status codes', async () => {
71
- mockCreateTransactions.rejects({ error: { id: '429', detail: 'Too many requests' } });
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- await expect(executeReconciliation(...)).rejects.toMatchObject({ status: 429 });
73
- });
74
- ```
75
-
76
- **Step 2: Add unit test for invalid account error propagation**
77
-
78
- Mock 404 payload and expect rejection; verify action reason contains detail when not thrown.
79
-
80
- **Step 3: Adjust integration expectation if fixtures rely on new messaging**
81
-
82
- Ensure `containsRateLimitFailure` continues to match updated reason text (no code changes anticipated).
83
-
84
- ### Task 4: Verify fixes locally
85
-
86
- **Commands:**
87
- - `npx vitest run --project unit --runInBand src/tools/reconciliation/__tests__/executor.test.ts`
88
- - `npm run test:integration:core -- --testNamePattern="Reconciliation Executor - Bulk Create Integration"` (rerun the failing suite)
89
-
90
- Expected: unit tests pass; integration suite either passes or rate-limit skips instead of failing counts.
@@ -1,153 +0,0 @@
1
- # YNAB MCP v0.14 Hardening Implementation Plan
2
-
3
- > **For Claude:** REQUIRED SUB-SKILL: Use superpowers:executing-plans to implement this plan task-by-task.
4
-
5
- **Goal:** Ship v0.14 with tighter schema fidelity, cache/knowledge resets, resilient config+token handling, clearer reconciliation errors, and strongly-typed dry-run payloads.
6
-
7
- **Architecture:** Focused, TDD-driven changes inside existing server/tool layers: enforce ToolRegistry metadata/schema parity, route cache clears through DeltaCache, inject per-instance config with robust token validation, add error normalization in reconciliation executor, and replace untyped dry-run request blobs with explicit Zod schemas mirrored by handlers.
8
-
9
- **Tech Stack:** TypeScript 5, Node 18+, MCP SDK, Zod, Vitest (unit/integration/e2e), Prettier/ESLint, docs in `docs/reference`.
10
-
11
- ### Task 1: Enforce tool metadata schema parity
12
-
13
- **Files:**
14
- - Modify: `src/server/toolRegistry.ts`
15
- - Modify: `src/server/__tests__/toolRegistry.test.ts`
16
-
17
- **Step 1: Write failing unit test**
18
- Add a case that registers a tool whose `metadata.inputJsonSchema` differs from the generated schema and expects an error: `metadata input schema must match generated schema for tool "budget-sync"`.
19
-
20
- **Step 2: Run test to see it fail**
21
- `npm run test:unit -- --runInBand src/server/__tests__/toolRegistry.test.ts --testNamePattern "metadata input schema"`
22
-
23
- **Step 3: Implement enforcement**
24
- In `register`, call a new helper (e.g., `ensureMetadataSchemaMatches`) that generates the JSON schema from `inputSchema`; if `metadata.inputJsonSchema` exists and differs, throw; otherwise populate it. Remove redundant schema regeneration in `listTools` when metadata is present.
25
-
26
- **Step 4: Re-run unit test**
27
- `npm run test:unit -- --runInBand src/server/__tests__/toolRegistry.test.ts --testNamePattern "metadata input schema"`
28
-
29
- **Step 5: Commit**
30
- `git add src/server/toolRegistry.ts src/server/__tests__/toolRegistry.test.ts && git commit -m "fix: validate tool metadata schemas at registration"`
31
-
32
- ### Task 2: Make clear_cache reset delta knowledge
33
-
34
- **Files:**
35
- - Modify: `src/server/YNABMCPServer.ts`
36
- - Modify: `src/server/__tests__/YNABMCPServer.integration.test.ts`
37
- - Modify: `docs/reference/TOOLS.md`
38
-
39
- **Step 1: Add failing integration test**
40
- In `YNABMCPServer.integration.test.ts`, assert that after `list_accounts` populates caches, `clear_cache` drives knowledge entries to zero via `diagnostic_info` with `include_delta: true`.
41
-
42
- **Step 2: Run test to confirm failure**
43
- `npm run test:integration:domain -- --testNamePattern "clear cache runs"`
44
-
45
- **Step 3: Implement reset**
46
- In `setupToolRegistry`, change the `clear_cache` handler to call `this.deltaCache.forceFullRefresh()` (not just `cacheManager.clear()`), ensuring both cache and `ServerKnowledgeStore` reset.
47
-
48
- **Step 4: Update docs**
49
- Document in `docs/reference/TOOLS.md` that `clear_cache` now clears cache *and* delta knowledge.
50
-
51
- **Step 5: Re-run integration slice**
52
- `npm run test:integration:domain -- --testNamePattern "clear cache runs"`
53
-
54
- **Step 6: Commit**
55
- `git add src/server/YNABMCPServer.ts src/server/__tests__/YNABMCPServer.integration.test.ts docs/reference/TOOLS.md && git commit -m "feat: reset delta knowledge when cache is cleared"`
56
-
57
- ### Task 3: Reloadable config, per-instance server config, and resilient token validation
58
-
59
- **Files:**
60
- - Modify: `src/server/config.ts`
61
- - Modify: `src/server/YNABMCPServer.ts`
62
- - Modify: `src/server/__tests__/config.test.ts`
63
- - Modify: `src/server/__tests__/YNABMCPServer.test.ts`
64
- - Modify: `src/server/__tests__/server-startup.integration.test.ts`
65
- - Modify: `scripts/run-throttled-integration-tests.js`
66
-
67
- **Step 1: Verify/extend config reload tests**
68
- Ensure `config.test.ts` covers re-parsing on successive `loadConfig()` calls and explicit env overrides. Add a case asserting per-call env changes are observed.
69
-
70
- **Step 2: Add failing per-instance server test**
71
- In `YNABMCPServer.test.ts`, instantiate two servers after mutating `process.env.YNAB_ACCESS_TOKEN` and assert each uses its instantiation-time config (via diagnostic/info accessor).
72
-
73
- **Step 3: Make config injectable per instance**
74
- In `YNABMCPServer.ts`, replace module-level `config` usage with `this.serverConfig = loadConfig()` inside the constructor; route YNAB API creation and tool setup through `this.serverConfig`.
75
-
76
- **Step 4: Harden token validation**
77
- Wrap `validateToken` to catch `SyntaxError` / malformed JSON or HTML responses from YNAB and throw `AuthenticationError` with guidance; keep 401/403 handling; rethrow others.
78
-
79
- **Step 5: Windows-safe throttled runner**
80
- In `scripts/run-throttled-integration-tests.js`, spawn Vitest via a platform-safe path (use `.cmd` on win32, otherwise the binary) and avoid EINVAL issues.
81
-
82
- **Step 6: Run focused tests**
83
- `npm run test:unit -- src/server/__tests__/config.test.ts src/server/__tests__/YNABMCPServer.test.ts`
84
- `npm run test:integration:core -- --testNamePattern "server-startup"`
85
- `node scripts/run-throttled-integration-tests.js --help` (manual sanity on Windows)
86
-
87
- **Step 7: Commit**
88
- `git add src/server/config.ts src/server/YNABMCPServer.ts src/server/__tests__/*.ts scripts/run-throttled-integration-tests.js && git commit -m "feat: reloadable config and robust token validation"`
89
-
90
- ### Task 4: Propagate fatal YNAB errors during reconciliation
91
-
92
- **Files:**
93
- - Modify: `src/tools/reconciliation/executor.ts`
94
- - Modify: `src/tools/reconciliation/__tests__/executor.test.ts`
95
- - Modify: `src/tools/reconciliation/__tests__/executor.integration.test.ts`
96
-
97
- **Step 1: Add failing unit tests for error normalization**
98
- Cover `normalizeYnabError`, `shouldPropagateYnabError`, and status/message shaping for 429/404 plus generic errors.
99
-
100
- **Step 2: Implement normalization helpers**
101
- Add helpers in `executor.ts` to parse YNAB SDK error objects, standard Errors, and strings; decide propagation for 401/403/404/429/500/503; attach status to thrown Error.
102
-
103
- **Step 3: Add failing integration test for bulk rate-limit**
104
- Simulate bulk create rejecting with `id: '429'` and assert `executeReconciliation` rejects with status 429 instead of silent fallback.
105
-
106
- **Step 4: Wire helpers into bulk + sequential paths**
107
- In bulk chunk catch blocks, propagate fatal errors, otherwise log and fall back; in sequential creation, log failure reasons with status and propagate fatal errors after logging.
108
-
109
- **Step 5: Run reconciliation suites**
110
- `npm run test:unit -- src/tools/reconciliation/__tests__/executor.test.ts`
111
- `npm run test:integration:reconciliation` (or project pattern)
112
-
113
- **Step 6: Commit**
114
- `git add src/tools/reconciliation/executor.ts src/tools/reconciliation/__tests__/executor*.test.ts && git commit -m "fix: propagate fatal YNAB errors during reconciliation"`
115
-
116
- ### Task 5: Strongly type dry-run transaction outputs
117
-
118
- **Files:**
119
- - Modify: `src/tools/schemas/outputs/transactionMutationOutputs.ts`
120
- - Modify: `src/tools/schemas/outputs/__tests__/transactionMutationSchemas.test.ts`
121
- - Modify: `src/tools/transactionTools.ts`
122
- - Modify: `src/tools/__tests__/transactionTools.test.ts`
123
- - (Optional) Modify: `src/tools/__tests__/transactionTools.integration.test.ts`, `src/__tests__/workflows.e2e.test.ts`
124
-
125
- **Step 1: Add failing schema tests**
126
- Assert dry-run `request` for create/update/delete matches explicit schemas (no `budget_id`/`dry_run`, required ids present) and rejects arbitrary `z.record` payloads.
127
-
128
- **Step 2: Define typed dry-run request schemas**
129
- In `transactionMutationOutputs.ts`, introduce `CreateTransactionDryRunRequestSchema`, `UpdateTransactionDryRunRequestSchema`, and `DeleteTransactionDryRunRequestSchema` (omit `budget_id`/`dry_run`), export inferred types, and replace existing `z.record` uses in dry-run branches.
130
-
131
- **Step 3: Update handler dry-run branches**
132
- In `transactionTools.ts`, build `request` objects that include only allowed fields (exclude `budget_id`/`dry_run`) for create/update/delete dry-runs.
133
-
134
- **Step 4: Update unit tests**
135
- Adjust/create tests in `transactionTools.test.ts` to assert dry-run outputs match the new schemas and make no API calls.
136
-
137
- **Step 5: (Optional) Integration/E2E checks**
138
- Add integration/E2E assertions that dry-run outputs validate against updated schemas.
139
-
140
- **Step 6: Run targeted suites**
141
- `npm run test:unit -- src/tools/schemas/outputs/__tests__/transactionMutationSchemas.test.ts src/tools/__tests__/transactionTools.test.ts`
142
- `npm run test:integration -- --testPathPattern=transactionTools` (if present)
143
-
144
- **Step 7: Commit**
145
- `git add src/tools/schemas/outputs/transactionMutationOutputs.ts src/tools/schemas/outputs/__tests__/transactionMutationSchemas.test.ts src/tools/transactionTools.ts src/tools/__tests__/transactionTools.test.ts && git commit -m "feat: type-safe dry-run transaction outputs"`
146
-
147
- ### Final verification (after all tasks)
148
-
149
- - `npm run lint`
150
- - `npm run type-check`
151
- - `npm test`
152
- - `npm run build` (or `npm run build:prod` if cutting release)
153
- - Update `CHANGELOG.md` and `.pr-description.md` with changes and test commands.