@dizzlkheinz/ynab-mcpb 0.17.0 → 0.17.1

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Files changed (142) hide show
  1. package/.env.example +33 -33
  2. package/.github/workflows/ci-tests.yml +45 -45
  3. package/.github/workflows/claude-code-review.yml +57 -57
  4. package/.github/workflows/claude.yml +50 -50
  5. package/.github/workflows/full-integration.yml +22 -22
  6. package/.github/workflows/publish.yml +11 -2
  7. package/CLAUDE.md +7 -6
  8. package/dist/bundle/index.cjs +52 -52
  9. package/dist/server/YNABMCPServer.d.ts +120 -54
  10. package/dist/server/securityMiddleware.d.ts +37 -8
  11. package/dist/tools/schemas/outputs/index.d.ts +2 -2
  12. package/dist/tools/schemas/outputs/index.js +2 -2
  13. package/dist/tools/schemas/outputs/utilityOutputs.d.ts +0 -15
  14. package/dist/tools/schemas/outputs/utilityOutputs.js +0 -9
  15. package/dist/tools/utilityTools.d.ts +0 -7
  16. package/dist/tools/utilityTools.js +1 -50
  17. package/docs/maintainers/npm-publishing.md +27 -0
  18. package/docs/reference/API.md +15 -70
  19. package/docs/technical/reconciliation-system-architecture.md +2251 -2251
  20. package/package.json +5 -5
  21. package/scripts/analyze-bundle.mjs +41 -41
  22. package/scripts/generate-mcpb.ps1 +95 -95
  23. package/scripts/watch-and-restart.ps1 +49 -49
  24. package/src/__tests__/comprehensive.integration.test.ts +0 -28
  25. package/src/__tests__/performance.test.ts +4 -12
  26. package/src/__tests__/setup.ts +45 -14
  27. package/src/__tests__/workflows.e2e.test.ts +0 -44
  28. package/src/server/__tests__/YNABMCPServer.test.ts +0 -1
  29. package/src/server/__tests__/toolRegistration.test.ts +2 -2
  30. package/src/tools/__tests__/transactionTools.integration.test.ts +63 -3
  31. package/src/tools/__tests__/utilityTools.integration.test.ts +1 -85
  32. package/src/tools/__tests__/utilityTools.test.ts +1 -123
  33. package/src/tools/schemas/outputs/index.ts +0 -3
  34. package/src/tools/schemas/outputs/utilityOutputs.ts +2 -43
  35. package/src/tools/toolCategories.ts +0 -1
  36. package/src/tools/utilityTools.ts +5 -76
  37. package/vitest.config.ts +2 -1
  38. package/.chunkhound.json +0 -11
  39. package/.code/agents/0098661e-0fa3-4990-beb9-c0cbf3f123aa/status.txt +0 -1
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  134. package/NUL +0 -0
  135. package/package.json.tmp +0 -105
  136. package/temp-recon.ts +0 -126
  137. package/test-exports/ynab_account_e9ddc2a6_minimal_1items_2025-11-19_09-04-53.json +0 -23
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  142. package/test-exports/ynab_since_2025-11-01_account_4c18e9f0_minimal_14items_2025-11-16_10-07-10.json +0 -115
@@ -1,191 +0,0 @@
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- I now have comprehensive information about the tool registrations. Let me compile the report:
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-
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- ## MCP Tool Registration Catalogue Report
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-
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- ### Summary Statistics
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- - **Total Tools:** 30
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- - **Domain Groups:** 8 (Budget, Account, Transaction, Category, Payee, Month, Reconciliation, Utility)
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- - **Adapter Types:** 4 (adapt, adaptWithDelta, adaptWrite, adaptNoInput/custom)
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-
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- ---
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-
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- ### Complete Tool Registry
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-
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- | # | Tool Name | Domain | Adapter Type | Input Schema Location | Output Schema | Migrate? |
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- |---|-----------|--------|--------------|----------------------|---------------|----------|
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- | 1 | `list_budgets` | Budget | delta | inline (empty) | ✅ | No |
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- | 2 | `get_budget` | Budget | read-only | `budgetTools.ts` | ✅ | ⚠️ Yes |
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- | 3 | `set_default_budget` | Budget | custom (server) | inline | ✅ | No |
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- | 4 | `get_default_budget` | Budget | custom (server) | inline (empty) | ✅ | No |
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- | 5 | `list_accounts` | Account | delta | `accountTools.ts` | ✅ | ⚠️ Yes |
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- | 6 | `get_account` | Account | read-only | `accountTools.ts` | ✅ | ⚠️ Yes |
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- | 7 | `create_account` | Account | write | `accountTools.ts` | Loose | ⚠️ Yes |
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- | 8 | `list_transactions` | Transaction | delta | `transactionTools.ts` | Loose | ⚠️ Yes |
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- | 9 | `get_transaction` | Transaction | read-only | `transactionTools.ts` | ✅ | ⚠️ Yes |
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- | 10 | `create_transaction` | Transaction | write | `transactionTools.ts` | Loose | ⚠️ Yes |
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- | 11 | `create_transactions` | Transaction | write | `transactionTools.ts` | Loose | ⚠️ Yes |
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- | 12 | `update_transaction` | Transaction | write | `transactionTools.ts` | Loose | ⚠️ Yes |
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- | 13 | `update_transactions` | Transaction | write | `transactionTools.ts` | Loose | ⚠️ Yes |
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- | 14 | `delete_transaction` | Transaction | write | `transactionTools.ts` | Loose | ⚠️ Yes |
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- | 15 | `create_receipt_split_transaction` | Transaction | write | `transactionTools.ts` | Loose | ⚠️ Yes |
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- | 16 | `export_transactions` | Transaction | read-only | `exportTransactions.ts` | ✅ | ⚠️ Yes |
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- | 17 | `compare_transactions` | Transaction | read-only | `compareTransactions/index.ts` | ✅ | ⚠️ Yes |
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- | 18 | `reconcile_account` | Reconciliation | delta | `reconciliation/index.ts` | Loose | ⚠️ Yes |
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- | 19 | `list_categories` | Category | delta | `categoryTools.ts` | ✅ | ⚠️ Yes |
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- | 20 | `get_category` | Category | read-only | `categoryTools.ts` | ✅ | ⚠️ Yes |
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- | 21 | `update_category` | Category | write | `categoryTools.ts` | Loose | ⚠️ Yes |
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- | 22 | `list_payees` | Payee | delta | `payeeTools.ts` | ✅ | ⚠️ Yes |
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- | 23 | `get_payee` | Payee | read-only | `payeeTools.ts` | ✅ | ⚠️ Yes |
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- | 24 | `get_month` | Month | read-only | `monthTools.ts` | ✅ | ⚠️ Yes |
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- | 25 | `list_months` | Month | delta | `monthTools.ts` | ✅ | ⚠️ Yes |
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- | 26 | `get_user` | Utility | no-input | inline (empty) | ✅ | No |
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- | 27 | `convert_amount` | Utility | custom | `utilityTools.ts` | ✅ | ⚠️ Yes |
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- | 28 | `diagnostic_info` | Utility | custom (server) | inline | ✅ | No |
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- | 29 | `clear_cache` | Utility | custom (server) | inline (empty) | ✅ | No |
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- | 30 | `set_output_format` | Utility | custom (server) | inline | ✅ | No |
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-
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- ---
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-
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- ### Adapter Type Breakdown
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-
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- | Adapter | Tools | Description |
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- |---------|-------|-------------|
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- | **`adapt`** (read-only) | 8 | Standard adapter for read operations without delta support |
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- | **`adaptWithDelta`** (delta) | 7 | Delta caching with server knowledge tracking |
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- | **`adaptWrite`** (write) | 8 | Write operations with cache invalidation |
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- | **`adaptNoInput`** (no-input) | 1 | Tools with empty input schema |
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- | **custom (server)** | 6 | Server-owned tools with inline handlers |
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-
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- ---
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-
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- ### Inline Schemas in `YNABMCPServer.ts` (Server-owned - KEEP INLINE)
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-
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- These schemas are intentionally inline because they:
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- 1. Are simple utility schemas used only by server-owned tools
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- 2. Tightly coupled to server configuration logic
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- 3. Have no need for reuse in external contexts
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-
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- | Schema | Tool | Rationale |
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- |--------|------|-----------|
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- | `emptyObjectSchema` | `list_budgets`, `get_default_budget`, `clear_cache`, `get_user` | Generic empty schema, no domain logic |
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- | `setDefaultBudgetSchema` | `set_default_budget` | Server state management |
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- | `diagnosticInfoSchema` | `diagnostic_info` | Server internals exposure |
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- | `setOutputFormatSchema` | `set_output_format` | Server response configuration |
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- | `LooseObjectSchema` | 10 mutation tools | Permissive output passthrough |
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-
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- ---
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-
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- ### Schemas Recommended for Migration
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-
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- **Target location:** `src/tools/schemas/inputs/` (mirroring existing `outputs/` structure)
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-
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- #### High Priority - Complex Schemas with Shared Patterns
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-
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- | Schema | Current Location | Complexity | Shared Patterns |
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- |--------|-----------------|------------|-----------------|
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- | `CreateTransactionSchema` | transactionTools.ts:169-211 | High (superRefine, nested subtransactions) | `date`, `cleared`, `flag_color`, `amount` |
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- | `UpdateTransactionSchema` | transactionTools.ts:621-640 | Medium | Same as above |
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- | `CreateTransactionsSchema` | transactionTools.ts:238-248 | High (bulk, nested) | Reuses `BulkTransactionInputSchema` |
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- | `UpdateTransactionsSchema` | transactionTools.ts:677-687 | High (bulk) | Reuses `BulkUpdateTransactionInputSchema` |
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- | `CreateReceiptSplitTransactionSchema` | transactionTools.ts:555-612 | Very High (nested, superRefine) | `date`, `cleared`, `flag_color` |
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- | `ReconcileAccountSchema` | reconciliation/index.ts:71-132 | Very High (many optional params) | `csv_format`, matching config |
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- | `CompareTransactionsSchema` | compareTransactions/index.ts:16-56 | High (nested csv_format) | `csv_format` |
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-
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- #### Medium Priority - Domain Entity Schemas
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-
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- | Schema | Current Location | Rationale |
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- |--------|-----------------|-----------|
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- | `GetBudgetSchema` | budgetTools.ts:12-16 | Simple but follows pattern |
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- | `ListAccountsSchema` | accountTools.ts:17-22 | Simple with `limit` |
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- | `GetAccountSchema` | accountTools.ts:29-34 | Standard get pattern |
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- | `CreateAccountSchema` | accountTools.ts:41-57 | Enum types reusable |
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- | `ListTransactionsSchema` | transactionTools.ts:139-151 | Filter params |
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- | `GetTransactionSchema` | transactionTools.ts:157-163 | Standard get pattern |
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- | `DeleteTransactionSchema` | transactionTools.ts:716-722 | Standard delete pattern |
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- | `ListCategoriesSchema` | categoryTools.ts:17-21 | Simple budget_id |
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- | `GetCategorySchema` | categoryTools.ts:28-33 | Standard get pattern |
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- | `UpdateCategorySchema` | categoryTools.ts:40-47 | Milliunits amount |
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- | `ListPayeesSchema` | payeeTools.ts:14-19 | Simple with `limit` |
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- | `GetPayeeSchema` | payeeTools.ts:26-31 | Standard get pattern |
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- | `GetMonthSchema` | monthTools.ts:15-20 | Date format regex |
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- | `ListMonthsSchema` | monthTools.ts:27-31 | Simple budget_id |
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- | `ExportTransactionsSchema` | exportTransactions.ts:14-27 | Filter params |
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-
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- #### Low Priority - Utility Schemas
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-
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- | Schema | Current Location | Rationale |
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- |--------|-----------------|-----------|
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- | `ConvertAmountSchema` | utilityTools.ts:10-15 | Simple, self-contained |
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-
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- ---
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-
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- ### Identified Reusable Schema Fragments
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-
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- These patterns appear in multiple schemas and could be extracted to `src/tools/schemas/shared/`:
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-
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- ```typescript
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- // src/tools/schemas/shared/commonInputs.ts
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-
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- // Budget ID - appears in 20+ schemas
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- export const BudgetIdSchema = z.string().min(1, 'Budget ID is required');
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-
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- // ISO Date - appears in 8+ schemas
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- export const ISODateSchema = z.string()
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- .regex(/^\d{4}-\d{2}-\d{2}$/, 'Date must be in ISO format (YYYY-MM-DD)');
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-
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- // Cleared Status - appears in 5+ schemas
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- export const ClearedStatusSchema = z.enum(['cleared', 'uncleared', 'reconciled']);
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-
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- // Flag Color - appears in 5+ schemas
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- export const FlagColorSchema = z.enum(['red', 'orange', 'yellow', 'green', 'blue', 'purple']);
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-
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- // Account Type - appears in create_account
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- export const AccountTypeSchema = z.enum([
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- 'checking', 'savings', 'creditCard', 'cash',
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- 'lineOfCredit', 'otherAsset', 'otherLiability'
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- ]);
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-
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- // Milliunits Amount - appears in 6+ schemas
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- export const MilliunitsAmountSchema = z.number().int('Amount must be an integer in milliunits');
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-
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- // CSV Format - appears in compare_transactions, reconcile_account
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- export const CSVFormatSchema = z.object({
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- date_column: z.union([z.string(), z.number()]).optional(),
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- amount_column: z.union([z.string(), z.number()]).optional(),
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- debit_column: z.union([z.string(), z.number()]).optional(),
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- credit_column: z.union([z.string(), z.number()]).optional(),
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- description_column: z.union([z.string(), z.number()]).optional(),
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- date_format: z.string().optional(),
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- has_header: z.boolean().optional(),
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- delimiter: z.string().optional(),
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- }).strict();
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- ```
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-
164
- ---
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-
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- ### Recommended Migration Strategy
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-
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- 1. **Phase 1:** Create `src/tools/schemas/shared/commonInputs.ts` with reusable fragments
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- 2. **Phase 2:** Create `src/tools/schemas/inputs/` directory structure:
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- - `budgetInputs.ts`
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- - `accountInputs.ts`
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- - `transactionInputs.ts`
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- - `categoryInputs.ts`
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- - `payeeInputs.ts`
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- - `monthInputs.ts`
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- - `reconciliationInputs.ts`
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- - `comparisonInputs.ts`
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- - `utilityInputs.ts`
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- - `index.ts` (central export)
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- 3. **Phase 3:** Migrate high-complexity schemas first (transactions, reconciliation)
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- 4. **Phase 4:** Update tool files to import from new schema locations
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- 5. **Phase 5:** Keep server-owned schemas inline (5 schemas in YNABMCPServer.ts)
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-
184
- ---
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-
186
- ### Summary
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-
188
- - **22 schemas** are candidates for migration to a common inputs module
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- - **5 schemas** should remain inline in `YNABMCPServer.ts` (server-owned)
190
- - **7 reusable fragments** can be extracted to reduce duplication
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- - The existing `src/tools/schemas/outputs/` structure provides a proven pattern to follow