@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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  137. package/test-exports/ynab_account_e9ddc2a6_minimal_1items_2025-11-19_09-04-53.json +0 -23
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- Now I have a complete picture. Let me compile the comprehensive catalogue report.
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-
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- ---
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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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-
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- | Metric | Count |
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- |--------|-------|
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- | **Total Tools** | 30 |
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- | **Domain Groups** | 8 |
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- | **Adapter Types** | 5 |
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- | **Inline Input Schemas** | 5 |
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- | **External Input Schemas** | 22 |
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- | **Output Schemas (typed)** | 17 |
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- | **Output Schemas (loose)** | 13 |
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-
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- ---
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-
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- ### Tools by Domain Group
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-
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- #### 1. Budget Tools (3 tools)
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-
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- | Tool | Adapter | Input Schema | Output Schema | Schema Location |
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- |------|---------|--------------|---------------|-----------------|
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- | `list_budgets` | `adaptWithDelta` | `emptyObjectSchema` | `ListBudgetsOutputSchema` | **Inline** (server) |
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- | `get_budget` | `adapt` | `GetBudgetSchema` | `GetBudgetOutputSchema` | budgetTools.ts |
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- | `set_default_budget` | inline handler | `setDefaultBudgetSchema` | `SetDefaultBudgetOutputSchema` | **Inline** (server) |
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-
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- #### 2. Account Tools (3 tools)
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-
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- | Tool | Adapter | Input Schema | Output Schema | Schema Location |
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- |------|---------|--------------|---------------|-----------------|
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- | `list_accounts` | `adaptWithDelta` | `ListAccountsSchema` | `ListAccountsOutputSchema` | accountTools.ts |
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- | `get_account` | `adapt` | `GetAccountSchema` | `GetAccountOutputSchema` | accountTools.ts |
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- | `create_account` | `adaptWrite` | `CreateAccountSchema` | `LooseObjectSchema` | accountTools.ts |
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-
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- #### 3. Transaction Tools (9 tools)
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-
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- | Tool | Adapter | Input Schema | Output Schema | Schema Location |
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- |------|---------|--------------|---------------|-----------------|
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- | `list_transactions` | `adaptWithDelta` | `ListTransactionsSchema` | `LooseObjectSchema` | transactionTools.ts |
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- | `get_transaction` | `adapt` | `GetTransactionSchema` | `GetTransactionOutputSchema` | transactionTools.ts |
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- | `create_transaction` | `adaptWrite` | `CreateTransactionSchema` | `LooseObjectSchema` | transactionTools.ts |
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- | `create_transactions` | `adaptWrite` | `CreateTransactionsSchema` | `LooseObjectSchema` | transactionTools.ts |
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- | `create_receipt_split_transaction` | `adaptWrite` | `CreateReceiptSplitTransactionSchema` | `LooseObjectSchema` | transactionTools.ts |
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- | `update_transaction` | `adaptWrite` | `UpdateTransactionSchema` | `LooseObjectSchema` | transactionTools.ts |
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- | `update_transactions` | `adaptWrite` | `UpdateTransactionsSchema` | `LooseObjectSchema` | transactionTools.ts |
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- | `delete_transaction` | `adaptWrite` | `DeleteTransactionSchema` | `LooseObjectSchema` | transactionTools.ts |
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- | `export_transactions` | `adapt` | `ExportTransactionsSchema` | `ExportTransactionsOutputSchema` | exportTransactions.ts |
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-
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- #### 4. Category Tools (3 tools)
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- | Tool | Adapter | Input Schema | Output Schema | Schema Location |
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- |------|---------|--------------|---------------|-----------------|
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- | `list_categories` | `adaptWithDelta` | `ListCategoriesSchema` | `ListCategoriesOutputSchema` | categoryTools.ts |
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- | `get_category` | `adapt` | `GetCategorySchema` | `GetCategoryOutputSchema` | categoryTools.ts |
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- | `update_category` | `adaptWrite` | `UpdateCategorySchema` | `LooseObjectSchema` | categoryTools.ts |
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-
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- #### 5. Payee Tools (2 tools)
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- | Tool | Adapter | Input Schema | Output Schema | Schema Location |
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- |------|---------|--------------|---------------|-----------------|
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- | `list_payees` | `adaptWithDelta` | `ListPayeesSchema` | `ListPayeesOutputSchema` | payeeTools.ts |
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- | `get_payee` | `adapt` | `GetPayeeSchema` | `GetPayeeOutputSchema` | payeeTools.ts |
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-
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- #### 6. Month Tools (2 tools)
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- | Tool | Adapter | Input Schema | Output Schema | Schema Location |
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- |------|---------|--------------|---------------|-----------------|
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- | `list_months` | `adaptWithDelta` | `ListMonthsSchema` | `ListMonthsOutputSchema` | monthTools.ts |
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- | `get_month` | `adapt` | `GetMonthSchema` | `GetMonthOutputSchema` | monthTools.ts |
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-
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- #### 7. Utility Tools (6 tools)
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- | Tool | Adapter | Input Schema | Output Schema | Schema Location |
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- |------|---------|--------------|---------------|-----------------|
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- | `get_default_budget` | inline handler | `emptyObjectSchema` | `GetDefaultBudgetOutputSchema` | **Inline** (server) |
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- | `get_user` | `adaptNoInput` | `emptyObjectSchema` | `GetUserOutputSchema` | **Inline** (server) |
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- | `convert_amount` | inline handler | `ConvertAmountSchema` | `ConvertAmountOutputSchema` | utilityTools.ts |
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- | `diagnostic_info` | inline handler | `diagnosticInfoSchema` | `DiagnosticInfoOutputSchema` | **Inline** (server) |
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- | `clear_cache` | inline handler | `emptyObjectSchema` | `ClearCacheOutputSchema` | **Inline** (server) |
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- | `set_output_format` | inline handler | `setOutputFormatSchema` | `SetOutputFormatOutputSchema` | **Inline** (server) |
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-
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- #### 8. Advanced Tools (2 tools)
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- | Tool | Adapter | Input Schema | Output Schema | Schema Location |
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- |------|---------|--------------|---------------|-----------------|
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- | `compare_transactions` | `adapt` | `CompareTransactionsSchema` | `CompareTransactionsOutputSchema` | compareTransactions/index.ts |
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- | `reconcile_account` | `adaptWithDelta` | `ReconcileAccountSchema` | `LooseObjectSchema` | reconciliation/index.ts |
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- ---
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-
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- ### Adapter Type Summary
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-
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- | Adapter Type | Purpose | Tool Count | Tools |
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- |--------------|---------|------------|-------|
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- | **`adapt`** | Standard read ops | 8 | get_budget, get_account, get_transaction, get_category, get_payee, get_month, export_transactions, compare_transactions |
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- | **`adaptWithDelta`** | Read ops with delta caching | 8 | list_budgets, list_accounts, list_transactions, list_categories, list_payees, list_months, reconcile_account |
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- | **`adaptWrite`** | Write ops with cache invalidation | 8 | create_account, create_transaction, create_transactions, create_receipt_split_transaction, update_transaction, update_transactions, update_category, delete_transaction |
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- | **`adaptNoInput`** | Read ops without input params | 1 | get_user |
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- | **inline handler** | Server-owned local ops | 5 | set_default_budget, get_default_budget, diagnostic_info, clear_cache, set_output_format |
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-
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- ---
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-
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- ### Schema Migration Analysis
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-
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- #### Inline Schemas in YNABMCPServer.ts (5 schemas)
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-
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- | Schema | Current Location | Migration Recommendation |
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- |--------|------------------|--------------------------|
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- | `emptyObjectSchema` | Line 446 | **MOVE** → `src/tools/schemas/shared/commonInputs.ts` - Reused by 4 tools |
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- | `setDefaultBudgetSchema` | Line 447 | **MOVE** → `src/tools/schemas/inputs/budgetInputs.ts` |
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- | `diagnosticInfoSchema` | Lines 448-457 | **KEEP INLINE** - Server-specific config, tightly coupled to DiagnosticManager |
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- | `setOutputFormatSchema` | Lines 458-463 | **KEEP INLINE** - Server-specific config, tightly coupled to responseFormatter |
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- | `LooseObjectSchema` | Line 465 | **MOVE** → `src/tools/schemas/shared/commonOutputs.ts` - Already exists at that location, just import it |
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- #### Schemas That Must Stay Inline (Server-Owned)
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- These schemas are tightly coupled to server internals and should remain in YNABMCPServer.ts:
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- 1. **`diagnosticInfoSchema`** - Controls DiagnosticManager options (memory, cache, delta flags)
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- 2. **`setOutputFormatSchema`** - Controls responseFormatter configuration
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- #### Schemas Recommended for Migration
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- | Schema | Target Location | Rationale |
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- |--------|-----------------|-----------|
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- | `emptyObjectSchema` | `schemas/shared/commonInputs.ts` | Reusable pattern for no-input tools (list_budgets, get_default_budget, clear_cache, get_user) |
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- | `setDefaultBudgetSchema` | `schemas/inputs/budgetInputs.ts` | Domain-specific, belongs with budget schemas |
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- | `LooseObjectSchema` | Import from `schemas/shared/commonOutputs.ts` | Already exists; just needs import instead of inline definition |
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-
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- ---
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-
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- ### Current Schema Module Structure
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-
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- ```
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- src/tools/schemas/
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- ├── outputs/ # Output schemas (well-organized)
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- │ ├── index.ts # Central export
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- │ ├── utilityOutputs.ts
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- │ ├── budgetOutputs.ts
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- │ ├── accountOutputs.ts
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- │ ├── transactionOutputs.ts
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- │ ├── transactionMutationOutputs.ts
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- │ ├── categoryOutputs.ts
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- │ ├── payeeOutputs.ts
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- │ ├── monthOutputs.ts
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- │ ├── comparisonOutputs.ts
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- │ ├── reconciliationOutputs.ts
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- │ └── __tests__/ # Output schema tests
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- └── shared/
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- └── commonOutputs.ts # LooseObjectSchema already here
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- ```
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-
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- #### Proposed Addition
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-
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- ```
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- src/tools/schemas/
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- ├── inputs/ # NEW: Input schemas (to mirror outputs)
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- │ ├── index.ts # Central export
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- │ ├── budgetInputs.ts # GetBudgetSchema, SetDefaultBudgetSchema
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- │ └── commonInputs.ts # emptyObjectSchema
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- └── shared/
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- └── commonInputs.ts # Alternative location for emptyObjectSchema
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- ```
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-
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- ---
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-
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- ### Key Findings
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-
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- 1. **Output schemas are well-organized** - All centralized in `src/tools/schemas/outputs/` with proper exports
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- 2. **Input schemas are scattered** - Defined in individual tool files (acceptable but inconsistent with outputs)
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- 3. **5 inline schemas in server** - 3 should migrate, 2 must stay (server-specific)
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- 4. **LooseObjectSchema duplication** - Defined inline but already exists in commonOutputs.ts
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- 5. **13 tools use LooseObjectSchema** - All write operations, plus list_transactions and reconcile_account
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-
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- ---
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-
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- ### Migration Priority
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-
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- | Priority | Schema | Effort | Impact |
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- |----------|--------|--------|--------|
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- | **High** | `LooseObjectSchema` | Low | Remove duplication - just change to import |
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- | **Medium** | `emptyObjectSchema` | Low | Improve reusability across 4 tools |
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- | **Low** | `setDefaultBudgetSchema` | Low | Consistency with domain pattern |
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- | **None** | `diagnosticInfoSchema` | N/A | Keep inline - server-specific |
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- | **None** | `setOutputFormatSchema` | N/A | Keep inline - server-specific |
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