@dizzlkheinz/ynab-mcpb 0.17.0 → 0.18.0

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

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