@dizzlkheinz/ynab-mcpb 0.18.3 → 0.19.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (346) hide show
  1. package/CHANGELOG.md +17 -0
  2. package/CLAUDE.md +87 -8
  3. package/bin/ynab-mcp-server.cjs +2 -2
  4. package/bin/ynab-mcp-server.js +3 -3
  5. package/biome.json +39 -0
  6. package/dist/bundle/index.cjs +67 -67
  7. package/dist/index.d.ts +1 -1
  8. package/dist/index.js +27 -27
  9. package/dist/server/YNABMCPServer.d.ts +3 -4
  10. package/dist/server/YNABMCPServer.js +111 -116
  11. package/dist/server/budgetResolver.d.ts +6 -5
  12. package/dist/server/budgetResolver.js +46 -36
  13. package/dist/server/cacheKeys.js +6 -6
  14. package/dist/server/cacheManager.js +14 -11
  15. package/dist/server/completions.d.ts +2 -2
  16. package/dist/server/completions.js +20 -15
  17. package/dist/server/config.d.ts +10 -5
  18. package/dist/server/config.js +24 -7
  19. package/dist/server/deltaCache.d.ts +2 -2
  20. package/dist/server/deltaCache.js +22 -16
  21. package/dist/server/deltaCache.merge.d.ts +2 -2
  22. package/dist/server/diagnostics.d.ts +4 -4
  23. package/dist/server/diagnostics.js +38 -32
  24. package/dist/server/errorHandler.d.ts +5 -12
  25. package/dist/server/errorHandler.js +219 -217
  26. package/dist/server/prompts.d.ts +2 -2
  27. package/dist/server/prompts.js +45 -45
  28. package/dist/server/rateLimiter.js +4 -4
  29. package/dist/server/requestLogger.d.ts +1 -1
  30. package/dist/server/requestLogger.js +40 -35
  31. package/dist/server/resources.d.ts +3 -3
  32. package/dist/server/resources.js +55 -52
  33. package/dist/server/responseFormatter.js +6 -6
  34. package/dist/server/securityMiddleware.d.ts +2 -2
  35. package/dist/server/securityMiddleware.js +22 -20
  36. package/dist/server/serverKnowledgeStore.js +1 -1
  37. package/dist/server/toolRegistry.d.ts +3 -3
  38. package/dist/server/toolRegistry.js +47 -40
  39. package/dist/tools/__tests__/deltaTestUtils.d.ts +3 -3
  40. package/dist/tools/__tests__/deltaTestUtils.js +2 -2
  41. package/dist/tools/accountTools.d.ts +9 -8
  42. package/dist/tools/accountTools.js +47 -47
  43. package/dist/tools/adapters.d.ts +13 -8
  44. package/dist/tools/adapters.js +21 -11
  45. package/dist/tools/budgetTools.d.ts +8 -7
  46. package/dist/tools/budgetTools.js +22 -22
  47. package/dist/tools/categoryTools.d.ts +9 -8
  48. package/dist/tools/categoryTools.js +68 -59
  49. package/dist/tools/compareTransactions/formatter.d.ts +3 -3
  50. package/dist/tools/compareTransactions/formatter.js +9 -9
  51. package/dist/tools/compareTransactions/index.d.ts +6 -6
  52. package/dist/tools/compareTransactions/index.js +58 -43
  53. package/dist/tools/compareTransactions/matcher.d.ts +1 -1
  54. package/dist/tools/compareTransactions/matcher.js +28 -15
  55. package/dist/tools/compareTransactions/parser.d.ts +2 -2
  56. package/dist/tools/compareTransactions/parser.js +144 -138
  57. package/dist/tools/compareTransactions/types.d.ts +4 -4
  58. package/dist/tools/compareTransactions.d.ts +1 -1
  59. package/dist/tools/compareTransactions.js +1 -1
  60. package/dist/tools/deltaFetcher.d.ts +2 -2
  61. package/dist/tools/deltaFetcher.js +16 -15
  62. package/dist/tools/deltaSupport.d.ts +4 -4
  63. package/dist/tools/deltaSupport.js +35 -41
  64. package/dist/tools/exportTransactions.d.ts +5 -4
  65. package/dist/tools/exportTransactions.js +61 -59
  66. package/dist/tools/monthTools.d.ts +7 -6
  67. package/dist/tools/monthTools.js +31 -29
  68. package/dist/tools/payeeTools.d.ts +7 -6
  69. package/dist/tools/payeeTools.js +28 -28
  70. package/dist/tools/reconcileAdapter.d.ts +2 -2
  71. package/dist/tools/reconcileAdapter.js +21 -11
  72. package/dist/tools/reconciliation/analyzer.d.ts +4 -4
  73. package/dist/tools/reconciliation/analyzer.js +136 -57
  74. package/dist/tools/reconciliation/csvParser.d.ts +3 -3
  75. package/dist/tools/reconciliation/csvParser.js +128 -104
  76. package/dist/tools/reconciliation/executor.d.ts +4 -4
  77. package/dist/tools/reconciliation/executor.js +148 -109
  78. package/dist/tools/reconciliation/index.d.ts +10 -10
  79. package/dist/tools/reconciliation/index.js +96 -83
  80. package/dist/tools/reconciliation/matcher.d.ts +3 -3
  81. package/dist/tools/reconciliation/matcher.js +17 -16
  82. package/dist/tools/reconciliation/payeeNormalizer.js +19 -8
  83. package/dist/tools/reconciliation/recommendationEngine.d.ts +1 -1
  84. package/dist/tools/reconciliation/recommendationEngine.js +40 -40
  85. package/dist/tools/reconciliation/reportFormatter.d.ts +2 -2
  86. package/dist/tools/reconciliation/reportFormatter.js +79 -54
  87. package/dist/tools/reconciliation/signDetector.d.ts +1 -1
  88. package/dist/tools/reconciliation/types.d.ts +19 -16
  89. package/dist/tools/reconciliation/ynabAdapter.d.ts +2 -2
  90. package/dist/tools/schemas/common.d.ts +1 -1
  91. package/dist/tools/schemas/common.js +1 -1
  92. package/dist/tools/schemas/outputs/accountOutputs.d.ts +1 -1
  93. package/dist/tools/schemas/outputs/accountOutputs.js +24 -18
  94. package/dist/tools/schemas/outputs/budgetOutputs.d.ts +1 -1
  95. package/dist/tools/schemas/outputs/budgetOutputs.js +14 -11
  96. package/dist/tools/schemas/outputs/categoryOutputs.d.ts +1 -1
  97. package/dist/tools/schemas/outputs/categoryOutputs.js +49 -29
  98. package/dist/tools/schemas/outputs/comparisonOutputs.d.ts +1 -1
  99. package/dist/tools/schemas/outputs/comparisonOutputs.js +12 -12
  100. package/dist/tools/schemas/outputs/index.d.ts +14 -14
  101. package/dist/tools/schemas/outputs/index.js +14 -14
  102. package/dist/tools/schemas/outputs/monthOutputs.d.ts +1 -1
  103. package/dist/tools/schemas/outputs/monthOutputs.js +56 -41
  104. package/dist/tools/schemas/outputs/payeeOutputs.d.ts +1 -1
  105. package/dist/tools/schemas/outputs/payeeOutputs.js +10 -10
  106. package/dist/tools/schemas/outputs/reconciliationOutputs.d.ts +2 -2
  107. package/dist/tools/schemas/outputs/reconciliationOutputs.js +45 -45
  108. package/dist/tools/schemas/outputs/transactionMutationOutputs.d.ts +1 -1
  109. package/dist/tools/schemas/outputs/transactionMutationOutputs.js +28 -22
  110. package/dist/tools/schemas/outputs/transactionOutputs.d.ts +1 -1
  111. package/dist/tools/schemas/outputs/transactionOutputs.js +43 -35
  112. package/dist/tools/schemas/outputs/utilityOutputs.d.ts +1 -1
  113. package/dist/tools/schemas/outputs/utilityOutputs.js +5 -3
  114. package/dist/tools/schemas/shared/commonOutputs.d.ts +1 -1
  115. package/dist/tools/schemas/shared/commonOutputs.js +15 -9
  116. package/dist/tools/transactionReadTools.d.ts +11 -0
  117. package/dist/tools/transactionReadTools.js +202 -0
  118. package/dist/tools/transactionSchemas.d.ts +309 -0
  119. package/dist/tools/transactionSchemas.js +235 -0
  120. package/dist/tools/transactionTools.d.ts +6 -302
  121. package/dist/tools/transactionTools.js +7 -2054
  122. package/dist/tools/transactionUtils.d.ts +31 -0
  123. package/dist/tools/transactionUtils.js +364 -0
  124. package/dist/tools/transactionWriteTools.d.ts +20 -0
  125. package/dist/tools/transactionWriteTools.js +1342 -0
  126. package/dist/tools/utilityTools.d.ts +5 -4
  127. package/dist/tools/utilityTools.js +11 -11
  128. package/dist/types/index.d.ts +7 -7
  129. package/dist/types/index.js +6 -6
  130. package/dist/types/reconciliation.d.ts +1 -1
  131. package/dist/types/toolRegistration.d.ts +14 -12
  132. package/dist/utils/amountUtils.js +1 -1
  133. package/dist/utils/dateUtils.js +4 -4
  134. package/dist/utils/errors.d.ts +3 -3
  135. package/dist/utils/errors.js +4 -4
  136. package/dist/utils/money.d.ts +2 -2
  137. package/dist/utils/money.js +8 -8
  138. package/dist/utils/validationError.d.ts +1 -1
  139. package/dist/utils/validationError.js +1 -1
  140. package/docs/assets/examples/reconciliation-with-recommendations.json +66 -66
  141. package/docs/assets/schemas/reconciliation-v2.json +360 -336
  142. package/docs/plans/2025-12-25-transaction-tools-refactor-design.md +211 -0
  143. package/docs/plans/2025-12-25-transaction-tools-refactor.md +905 -0
  144. package/esbuild.config.mjs +53 -50
  145. package/meta.json +12548 -12548
  146. package/package.json +98 -109
  147. package/scripts/analyze-bundle.mjs +33 -30
  148. package/scripts/create-pr-description.js +169 -120
  149. package/scripts/run-all-tests.js +205 -0
  150. package/scripts/run-domain-integration-tests.js +28 -18
  151. package/scripts/run-generate-mcpb.js +19 -17
  152. package/scripts/run-throttled-integration-tests.js +92 -83
  153. package/scripts/test-delta-params.mjs +149 -120
  154. package/scripts/test-recommendations.ts +36 -32
  155. package/scripts/tmpTransaction.ts +80 -43
  156. package/scripts/validate-env.js +98 -91
  157. package/scripts/verify-build.js +78 -76
  158. package/src/__tests__/comprehensive.integration.test.ts +1281 -1154
  159. package/src/__tests__/performance.test.ts +723 -671
  160. package/src/__tests__/setup.ts +442 -395
  161. package/src/__tests__/smoke.e2e.test.ts +41 -39
  162. package/src/__tests__/testRunner.ts +314 -295
  163. package/src/__tests__/testUtils.ts +456 -364
  164. package/src/__tests__/tools/reconciliation/csvParser.integration.test.ts +109 -107
  165. package/src/__tests__/tools/reconciliation/real-world.integration.test.ts +41 -41
  166. package/src/index.ts +68 -59
  167. package/src/server/CLAUDE.md +480 -0
  168. package/src/server/YNABMCPServer.ts +821 -794
  169. package/src/server/__tests__/YNABMCPServer.integration.test.ts +929 -893
  170. package/src/server/__tests__/YNABMCPServer.test.ts +903 -899
  171. package/src/server/__tests__/budgetResolver.test.ts +466 -423
  172. package/src/server/__tests__/cacheManager.test.ts +891 -874
  173. package/src/server/__tests__/completions.integration.test.ts +115 -106
  174. package/src/server/__tests__/completions.test.ts +334 -313
  175. package/src/server/__tests__/config.test.ts +98 -86
  176. package/src/server/__tests__/deltaCache.merge.test.ts +774 -703
  177. package/src/server/__tests__/deltaCache.swr.test.ts +198 -153
  178. package/src/server/__tests__/deltaCache.test.ts +946 -759
  179. package/src/server/__tests__/diagnostics.test.ts +825 -792
  180. package/src/server/__tests__/errorHandler.integration.test.ts +512 -462
  181. package/src/server/__tests__/errorHandler.test.ts +402 -397
  182. package/src/server/__tests__/prompts.test.ts +424 -347
  183. package/src/server/__tests__/rateLimiter.test.ts +313 -309
  184. package/src/server/__tests__/requestLogger.test.ts +443 -403
  185. package/src/server/__tests__/resources.template.test.ts +196 -185
  186. package/src/server/__tests__/resources.test.ts +294 -288
  187. package/src/server/__tests__/security.integration.test.ts +487 -421
  188. package/src/server/__tests__/securityMiddleware.test.ts +519 -444
  189. package/src/server/__tests__/server-startup.integration.test.ts +509 -490
  190. package/src/server/__tests__/serverKnowledgeStore.test.ts +174 -173
  191. package/src/server/__tests__/toolRegistration.test.ts +239 -210
  192. package/src/server/__tests__/toolRegistry.test.ts +907 -845
  193. package/src/server/budgetResolver.ts +221 -181
  194. package/src/server/cacheKeys.ts +6 -6
  195. package/src/server/cacheManager.ts +498 -484
  196. package/src/server/completions.ts +267 -243
  197. package/src/server/config.ts +35 -14
  198. package/src/server/deltaCache.merge.ts +146 -128
  199. package/src/server/deltaCache.ts +352 -309
  200. package/src/server/diagnostics.ts +257 -242
  201. package/src/server/errorHandler.ts +747 -744
  202. package/src/server/prompts.ts +181 -176
  203. package/src/server/rateLimiter.ts +131 -129
  204. package/src/server/requestLogger.ts +350 -322
  205. package/src/server/resources.ts +442 -374
  206. package/src/server/responseFormatter.ts +41 -37
  207. package/src/server/securityMiddleware.ts +223 -205
  208. package/src/server/serverKnowledgeStore.ts +67 -67
  209. package/src/server/toolRegistry.ts +508 -474
  210. package/src/tools/CLAUDE.md +604 -0
  211. package/src/tools/__tests__/accountTools.delta.integration.test.ts +128 -111
  212. package/src/tools/__tests__/accountTools.integration.test.ts +129 -111
  213. package/src/tools/__tests__/accountTools.test.ts +685 -638
  214. package/src/tools/__tests__/adapters.test.ts +142 -108
  215. package/src/tools/__tests__/budgetTools.delta.integration.test.ts +73 -73
  216. package/src/tools/__tests__/budgetTools.integration.test.ts +132 -124
  217. package/src/tools/__tests__/budgetTools.test.ts +442 -413
  218. package/src/tools/__tests__/categoryTools.delta.integration.test.ts +76 -68
  219. package/src/tools/__tests__/categoryTools.integration.test.ts +314 -288
  220. package/src/tools/__tests__/categoryTools.test.ts +656 -625
  221. package/src/tools/__tests__/compareTransactions/formatter.test.ts +535 -462
  222. package/src/tools/__tests__/compareTransactions/index.test.ts +378 -358
  223. package/src/tools/__tests__/compareTransactions/matcher.test.ts +497 -398
  224. package/src/tools/__tests__/compareTransactions/parser.test.ts +765 -747
  225. package/src/tools/__tests__/compareTransactions.test.ts +352 -332
  226. package/src/tools/__tests__/compareTransactions.window.test.ts +150 -146
  227. package/src/tools/__tests__/deltaFetcher.scheduled.integration.test.ts +69 -65
  228. package/src/tools/__tests__/deltaFetcher.test.ts +325 -265
  229. package/src/tools/__tests__/deltaSupport.test.ts +211 -184
  230. package/src/tools/__tests__/deltaTestUtils.ts +37 -33
  231. package/src/tools/__tests__/exportTransactions.test.ts +205 -200
  232. package/src/tools/__tests__/monthTools.delta.integration.test.ts +68 -68
  233. package/src/tools/__tests__/monthTools.integration.test.ts +178 -166
  234. package/src/tools/__tests__/monthTools.test.ts +561 -512
  235. package/src/tools/__tests__/payeeTools.delta.integration.test.ts +68 -68
  236. package/src/tools/__tests__/payeeTools.integration.test.ts +158 -142
  237. package/src/tools/__tests__/payeeTools.test.ts +486 -434
  238. package/src/tools/__tests__/transactionSchemas.test.ts +1204 -0
  239. package/src/tools/__tests__/transactionTools.integration.test.ts +875 -825
  240. package/src/tools/__tests__/transactionTools.test.ts +4923 -4366
  241. package/src/tools/__tests__/transactionUtils.test.ts +1016 -0
  242. package/src/tools/__tests__/utilityTools.integration.test.ts +32 -32
  243. package/src/tools/__tests__/utilityTools.test.ts +68 -58
  244. package/src/tools/accountTools.ts +293 -271
  245. package/src/tools/adapters.ts +120 -63
  246. package/src/tools/budgetTools.ts +121 -116
  247. package/src/tools/categoryTools.ts +379 -339
  248. package/src/tools/compareTransactions/formatter.ts +131 -119
  249. package/src/tools/compareTransactions/index.ts +249 -214
  250. package/src/tools/compareTransactions/matcher.ts +259 -209
  251. package/src/tools/compareTransactions/parser.ts +517 -487
  252. package/src/tools/compareTransactions/types.ts +38 -38
  253. package/src/tools/compareTransactions.ts +1 -1
  254. package/src/tools/deltaFetcher.ts +281 -260
  255. package/src/tools/deltaSupport.ts +264 -259
  256. package/src/tools/exportTransactions.ts +230 -218
  257. package/src/tools/monthTools.ts +180 -165
  258. package/src/tools/payeeTools.ts +152 -140
  259. package/src/tools/reconcileAdapter.ts +297 -246
  260. package/src/tools/reconciliation/CLAUDE.md +506 -0
  261. package/src/tools/reconciliation/__tests__/adapter.causes.test.ts +135 -112
  262. package/src/tools/reconciliation/__tests__/adapter.test.ts +249 -227
  263. package/src/tools/reconciliation/__tests__/analyzer.test.ts +408 -335
  264. package/src/tools/reconciliation/__tests__/csvParser.test.ts +71 -69
  265. package/src/tools/reconciliation/__tests__/executor.integration.test.ts +348 -323
  266. package/src/tools/reconciliation/__tests__/executor.progress.test.ts +503 -457
  267. package/src/tools/reconciliation/__tests__/executor.test.ts +898 -831
  268. package/src/tools/reconciliation/__tests__/matcher.test.ts +667 -663
  269. package/src/tools/reconciliation/__tests__/payeeNormalizer.test.ts +296 -276
  270. package/src/tools/reconciliation/__tests__/recommendationEngine.integration.test.ts +692 -624
  271. package/src/tools/reconciliation/__tests__/recommendationEngine.test.ts +1008 -986
  272. package/src/tools/reconciliation/__tests__/reconciliation.delta.integration.test.ts +187 -146
  273. package/src/tools/reconciliation/__tests__/reportFormatter.test.ts +583 -530
  274. package/src/tools/reconciliation/__tests__/scenarios/adapterCurrency.scenario.test.ts +75 -71
  275. package/src/tools/reconciliation/__tests__/scenarios/extremes.scenario.test.ts +70 -58
  276. package/src/tools/reconciliation/__tests__/scenarios/repeatAmount.scenario.test.ts +102 -88
  277. package/src/tools/reconciliation/__tests__/schemaUrl.test.ts +58 -43
  278. package/src/tools/reconciliation/__tests__/signDetector.test.ts +209 -206
  279. package/src/tools/reconciliation/__tests__/ynabAdapter.test.ts +66 -60
  280. package/src/tools/reconciliation/analyzer.ts +582 -406
  281. package/src/tools/reconciliation/csvParser.ts +656 -609
  282. package/src/tools/reconciliation/executor.ts +1290 -1128
  283. package/src/tools/reconciliation/index.ts +580 -528
  284. package/src/tools/reconciliation/matcher.ts +256 -240
  285. package/src/tools/reconciliation/payeeNormalizer.ts +92 -78
  286. package/src/tools/reconciliation/recommendationEngine.ts +357 -345
  287. package/src/tools/reconciliation/reportFormatter.ts +349 -276
  288. package/src/tools/reconciliation/signDetector.ts +89 -83
  289. package/src/tools/reconciliation/types.ts +164 -153
  290. package/src/tools/reconciliation/ynabAdapter.ts +17 -15
  291. package/src/tools/schemas/CLAUDE.md +546 -0
  292. package/src/tools/schemas/common.ts +1 -1
  293. package/src/tools/schemas/outputs/__tests__/accountOutputs.test.ts +410 -409
  294. package/src/tools/schemas/outputs/__tests__/budgetOutputs.test.ts +305 -299
  295. package/src/tools/schemas/outputs/__tests__/categoryOutputs.test.ts +431 -430
  296. package/src/tools/schemas/outputs/__tests__/comparisonOutputs.test.ts +510 -495
  297. package/src/tools/schemas/outputs/__tests__/dateValidation.test.ts +179 -153
  298. package/src/tools/schemas/outputs/__tests__/discrepancyDirection.test.ts +293 -254
  299. package/src/tools/schemas/outputs/__tests__/monthOutputs.test.ts +457 -457
  300. package/src/tools/schemas/outputs/__tests__/payeeOutputs.test.ts +362 -356
  301. package/src/tools/schemas/outputs/__tests__/reconciliationOutputs.test.ts +402 -399
  302. package/src/tools/schemas/outputs/__tests__/transactionMutationSchemas.test.ts +225 -211
  303. package/src/tools/schemas/outputs/__tests__/transactionOutputs.test.ts +457 -454
  304. package/src/tools/schemas/outputs/__tests__/utilityOutputs.test.ts +316 -315
  305. package/src/tools/schemas/outputs/accountOutputs.ts +40 -34
  306. package/src/tools/schemas/outputs/budgetOutputs.ts +24 -19
  307. package/src/tools/schemas/outputs/categoryOutputs.ts +76 -56
  308. package/src/tools/schemas/outputs/comparisonOutputs.ts +192 -169
  309. package/src/tools/schemas/outputs/index.ts +163 -163
  310. package/src/tools/schemas/outputs/monthOutputs.ts +95 -80
  311. package/src/tools/schemas/outputs/payeeOutputs.ts +18 -18
  312. package/src/tools/schemas/outputs/reconciliationOutputs.ts +386 -373
  313. package/src/tools/schemas/outputs/transactionMutationOutputs.ts +259 -231
  314. package/src/tools/schemas/outputs/transactionOutputs.ts +81 -71
  315. package/src/tools/schemas/outputs/utilityOutputs.ts +90 -84
  316. package/src/tools/schemas/shared/commonOutputs.ts +27 -19
  317. package/src/tools/toolCategories.ts +114 -114
  318. package/src/tools/transactionReadTools.ts +327 -0
  319. package/src/tools/transactionSchemas.ts +484 -0
  320. package/src/tools/transactionTools.ts +107 -2990
  321. package/src/tools/transactionUtils.ts +621 -0
  322. package/src/tools/transactionWriteTools.ts +2110 -0
  323. package/src/tools/utilityTools.ts +46 -41
  324. package/src/types/CLAUDE.md +477 -0
  325. package/src/types/__tests__/index.test.ts +51 -51
  326. package/src/types/index.ts +43 -39
  327. package/src/types/integration-tests.d.ts +26 -26
  328. package/src/types/reconciliation.ts +29 -29
  329. package/src/types/toolAnnotations.ts +30 -30
  330. package/src/types/toolRegistration.ts +43 -32
  331. package/src/utils/CLAUDE.md +508 -0
  332. package/src/utils/__tests__/dateUtils.test.ts +174 -168
  333. package/src/utils/__tests__/money.test.ts +193 -187
  334. package/src/utils/amountUtils.ts +5 -5
  335. package/src/utils/baseError.ts +5 -5
  336. package/src/utils/dateUtils.ts +29 -26
  337. package/src/utils/errors.ts +14 -14
  338. package/src/utils/money.ts +66 -52
  339. package/src/utils/validationError.ts +1 -1
  340. package/tsconfig.json +29 -29
  341. package/tsconfig.prod.json +16 -16
  342. package/vitest-reporters/split-json-reporter.ts +247 -204
  343. package/vitest.config.ts +99 -95
  344. package/.prettierignore +0 -10
  345. package/.prettierrc.json +0 -10
  346. package/eslint.config.js +0 -49
@@ -1,523 +1,572 @@
1
- import { describe, it, expect, vi, beforeEach } from 'vitest';
2
- import * as ynab from 'ynab';
1
+ import { beforeEach, describe, expect, it, vi } from "vitest";
2
+ import type * as ynab from "ynab";
3
3
  import {
4
- handleGetMonth,
5
- handleListMonths,
6
- GetMonthSchema,
7
- ListMonthsSchema,
8
- } from '../monthTools.js';
9
- import { createDeltaFetcherMock, createRejectingDeltaFetcherMock } from './deltaTestUtils.js';
4
+ GetMonthSchema,
5
+ ListMonthsSchema,
6
+ handleGetMonth,
7
+ handleListMonths,
8
+ } from "../monthTools.js";
9
+ import {
10
+ createDeltaFetcherMock,
11
+ createRejectingDeltaFetcherMock,
12
+ } from "./deltaTestUtils.js";
10
13
 
11
14
  // Mock the cache manager
12
- vi.mock('../../server/cacheManager.js', () => ({
13
- cacheManager: {
14
- wrap: vi.fn(),
15
- has: vi.fn(),
16
- delete: vi.fn(),
17
- deleteMany: vi.fn(),
18
- deleteByPrefix: vi.fn(),
19
- deleteByBudgetId: vi.fn(),
20
- clear: vi.fn(),
21
- },
22
- CacheManager: {
23
- generateKey: vi.fn(),
24
- },
25
- CACHE_TTLS: {
26
- MONTHS: 600000,
27
- },
15
+ vi.mock("../../server/cacheManager.js", () => ({
16
+ cacheManager: {
17
+ wrap: vi.fn(),
18
+ has: vi.fn(),
19
+ delete: vi.fn(),
20
+ deleteMany: vi.fn(),
21
+ deleteByPrefix: vi.fn(),
22
+ deleteByBudgetId: vi.fn(),
23
+ clear: vi.fn(),
24
+ },
25
+ CacheManager: {
26
+ generateKey: vi.fn(),
27
+ },
28
+ CACHE_TTLS: {
29
+ MONTHS: 600000,
30
+ },
28
31
  }));
29
32
 
30
33
  // Mock the YNAB API
31
34
  const mockYnabAPI = {
32
- months: {
33
- getBudgetMonth: vi.fn(),
34
- getBudgetMonths: vi.fn(),
35
- },
35
+ months: {
36
+ getBudgetMonth: vi.fn(),
37
+ getBudgetMonths: vi.fn(),
38
+ },
36
39
  } as unknown as ynab.API;
37
40
 
38
41
  // Import mocked cache manager
39
- const { cacheManager, CacheManager, CACHE_TTLS } = await import('../../server/cacheManager.js');
40
-
41
- describe('Month Tools', () => {
42
- beforeEach(() => {
43
- vi.resetAllMocks();
44
- // Reset NODE_ENV to test to ensure cache bypassing in tests
45
- process.env['NODE_ENV'] = 'test';
46
- // Mock cache.wrap to call the loader directly (bypass cache)
47
- (cacheManager.wrap as ReturnType<typeof vi.fn>).mockImplementation(
48
- async (
49
- _key: string,
50
- options: {
51
- loader: () => Promise<unknown>;
52
- },
53
- ) => {
54
- return await options.loader();
55
- },
56
- );
57
- (cacheManager.has as ReturnType<typeof vi.fn>).mockReturnValue(false);
58
- (CacheManager.generateKey as ReturnType<typeof vi.fn>).mockImplementation(
59
- (prefix: string, ...parts: (string | number | boolean | undefined)[]) =>
60
- [prefix, ...parts.filter((part) => part !== undefined)].join(':'),
61
- );
62
- });
63
-
64
- describe('handleGetMonth', () => {
65
- it('should bypass cache in test environment', async () => {
66
- const mockMonth = {
67
- month: '2024-01-01',
68
- note: 'January budget',
69
- income: 500000,
70
- budgeted: 450000,
71
- activity: -400000,
72
- to_be_budgeted: 50000,
73
- age_of_money: 30,
74
- deleted: false,
75
- categories: [],
76
- };
77
-
78
- (mockYnabAPI.months.getBudgetMonth as any).mockResolvedValue({
79
- data: { month: mockMonth },
80
- });
81
-
82
- const result = await handleGetMonth(mockYnabAPI, {
83
- budget_id: 'budget-1',
84
- month: '2024-01-01',
85
- });
86
-
87
- // Verify the mock cache was called (and bypassed to call the loader)
88
- expect(cacheManager.wrap).toHaveBeenCalled();
89
- expect(mockYnabAPI.months.getBudgetMonth).toHaveBeenCalledTimes(1);
90
-
91
- const parsedContent = JSON.parse(result.content[0].text);
92
- expect(parsedContent.cached).toBe(false);
93
- expect(parsedContent.cache_info).toBe('Fresh data retrieved from YNAB API');
94
- expect(parsedContent.month.month).toBe('2024-01-01');
95
- });
96
-
97
- it.skip('should use cache when NODE_ENV is not test - obsolete test, caching now handled by DeltaFetcher', async () => {
98
- // Temporarily set NODE_ENV to non-test
99
- process.env['NODE_ENV'] = 'development';
100
-
101
- const mockMonth = {
102
- month: '2024-01-01',
103
- note: 'January budget',
104
- income: 500000,
105
- budgeted: 450000,
106
- activity: -400000,
107
- to_be_budgeted: 50000,
108
- age_of_money: 30,
109
- deleted: false,
110
- categories: [],
111
- };
112
-
113
- const mockCacheKey = 'month:get:budget-1:2024-01-01:generated-key';
114
- (CacheManager.generateKey as any).mockReturnValue(mockCacheKey);
115
- (cacheManager.wrap as any).mockResolvedValue(mockMonth);
116
- (cacheManager.has as any).mockReturnValue(true);
117
-
118
- const result = await handleGetMonth(mockYnabAPI, {
119
- budget_id: 'budget-1',
120
- month: '2024-01-01',
121
- });
122
-
123
- const parsedContent = JSON.parse(result.content[0].text);
124
- expect(parsedContent.cached).toBe(true);
125
- expect(parsedContent.cache_info).toBe('Data retrieved from cache for improved performance');
126
-
127
- // Verify cache was used
128
- expect(CacheManager.generateKey).toHaveBeenCalledWith(
129
- 'month',
130
- 'get',
131
- 'budget-1',
132
- '2024-01-01',
133
- );
134
- expect(cacheManager.wrap).toHaveBeenCalledWith(mockCacheKey, {
135
- ttl: CACHE_TTLS.MONTHS,
136
- loader: expect.any(Function),
137
- });
138
- expect(cacheManager.has).toHaveBeenCalledWith(mockCacheKey);
139
-
140
- // Reset NODE_ENV
141
- process.env['NODE_ENV'] = 'test';
142
- });
143
-
144
- it('should return formatted month data on success', async () => {
145
- const mockMonth = {
146
- month: '2024-01-01',
147
- note: 'January budget',
148
- income: 500000,
149
- budgeted: 450000,
150
- activity: -400000,
151
- to_be_budgeted: 50000,
152
- age_of_money: 30,
153
- deleted: false,
154
- categories: [
155
- {
156
- id: 'category-1',
157
- category_group_id: 'group-1',
158
- category_group_name: 'Monthly Bills',
159
- name: 'Rent',
160
- hidden: false,
161
- original_category_group_id: null,
162
- note: 'Monthly rent payment',
163
- budgeted: 150000,
164
- activity: -150000,
165
- balance: 0,
166
- goal_type: 'TB',
167
- goal_creation_month: '2024-01-01',
168
- goal_target: 150000,
169
- goal_target_month: '2024-01-01',
170
- goal_percentage_complete: 100,
171
- goal_months_to_budget: 0,
172
- goal_under_funded: 0,
173
- goal_overall_funded: 150000,
174
- goal_overall_left: 0,
175
- deleted: false,
176
- },
177
- ],
178
- };
179
-
180
- (mockYnabAPI.months.getBudgetMonth as any).mockResolvedValue({
181
- data: { month: mockMonth },
182
- });
183
-
184
- const result = await handleGetMonth(mockYnabAPI, {
185
- budget_id: 'budget-1',
186
- month: '2024-01-01',
187
- });
188
-
189
- expect(result.content).toHaveLength(1);
190
- expect(result.content[0].type).toBe('text');
191
-
192
- const parsedContent = JSON.parse(result.content[0].text);
193
- expect(parsedContent.month.month).toBe('2024-01-01');
194
- expect(parsedContent.month.note).toBe('January budget');
195
- expect(parsedContent.month.income).toBe(500);
196
- expect(parsedContent.month.budgeted).toBe(450);
197
- expect(parsedContent.month.activity).toBe(-400);
198
- expect(parsedContent.month.to_be_budgeted).toBe(50);
199
- expect(parsedContent.month.age_of_money).toBe(30);
200
- expect(parsedContent.month.categories).toHaveLength(1);
201
- expect(parsedContent.month.categories[0].name).toBe('Rent');
202
- });
203
-
204
- it('should handle 401 authentication errors', async () => {
205
- (mockYnabAPI.months.getBudgetMonth as any).mockRejectedValue(new Error('401 Unauthorized'));
206
-
207
- const result = await handleGetMonth(mockYnabAPI, {
208
- budget_id: 'budget-1',
209
- month: '2024-01-01',
210
- });
211
-
212
- expect(result.content).toHaveLength(1);
213
- const parsedContent = JSON.parse(result.content[0].text);
214
- expect(parsedContent.error.message).toBe('Invalid or expired YNAB access token');
215
- });
216
-
217
- it('should handle 403 forbidden errors', async () => {
218
- (mockYnabAPI.months.getBudgetMonth as any).mockRejectedValue(new Error('403 Forbidden'));
219
-
220
- const result = await handleGetMonth(mockYnabAPI, {
221
- budget_id: 'budget-1',
222
- month: '2024-01-01',
223
- });
224
-
225
- expect(result.content).toHaveLength(1);
226
- const parsedContent = JSON.parse(result.content[0].text);
227
- expect(parsedContent.error.message).toBe('Insufficient permissions to access YNAB data');
228
- });
229
-
230
- it('should handle 404 not found errors', async () => {
231
- (mockYnabAPI.months.getBudgetMonth as any).mockRejectedValue(new Error('404 Not Found'));
232
-
233
- const result = await handleGetMonth(mockYnabAPI, {
234
- budget_id: 'invalid-budget',
235
- month: '2024-01-01',
236
- });
237
-
238
- expect(result.content).toHaveLength(1);
239
- const parsedContent = JSON.parse(result.content[0].text);
240
- expect(parsedContent.error.message).toBe('Budget or month not found');
241
- });
242
-
243
- it('should handle 429 rate limit errors', async () => {
244
- (mockYnabAPI.months.getBudgetMonth as any).mockRejectedValue(
245
- new Error('429 Too Many Requests'),
246
- );
247
-
248
- const result = await handleGetMonth(mockYnabAPI, {
249
- budget_id: 'budget-1',
250
- month: '2024-01-01',
251
- });
252
-
253
- expect(result.content).toHaveLength(1);
254
- const parsedContent = JSON.parse(result.content[0].text);
255
- expect(parsedContent.error.message).toBe('Rate limit exceeded. Please try again later');
256
- });
257
-
258
- it('should handle 500 server errors', async () => {
259
- (mockYnabAPI.months.getBudgetMonth as any).mockRejectedValue(
260
- new Error('500 Internal Server Error'),
261
- );
262
-
263
- const result = await handleGetMonth(mockYnabAPI, {
264
- budget_id: 'budget-1',
265
- month: '2024-01-01',
266
- });
267
-
268
- expect(result.content).toHaveLength(1);
269
- const parsedContent = JSON.parse(result.content[0].text);
270
- expect(parsedContent.error.message).toBe('YNAB service is currently unavailable');
271
- });
272
-
273
- it('should handle generic errors', async () => {
274
- (mockYnabAPI.months.getBudgetMonth as any).mockRejectedValue(new Error('Network error'));
275
-
276
- const result = await handleGetMonth(mockYnabAPI, {
277
- budget_id: 'budget-1',
278
- month: '2024-01-01',
279
- });
280
-
281
- expect(result.content).toHaveLength(1);
282
- const parsedContent = JSON.parse(result.content[0].text);
283
- expect(parsedContent.error.message).toBe('Failed to get month data');
284
- });
285
- });
286
-
287
- describe('handleListMonths', () => {
288
- it('should include cache metadata from delta fetcher results', async () => {
289
- const mockMonths = [
290
- {
291
- month: '2024-01-01',
292
- note: 'January budget',
293
- income: 500000,
294
- budgeted: 450000,
295
- activity: -400000,
296
- to_be_budgeted: 50000,
297
- age_of_money: 30,
298
- deleted: false,
299
- },
300
- ];
301
- const { fetcher, resolved } = createDeltaFetcherMock('fetchMonths', {
302
- data: mockMonths,
303
- wasCached: true,
304
- usedDelta: true,
305
- });
306
-
307
- const result = await handleListMonths(mockYnabAPI, fetcher, { budget_id: 'budget-1' });
308
-
309
- const parsedContent = JSON.parse(result.content[0].text);
310
- expect(parsedContent.cached).toBe(resolved.wasCached);
311
- expect(parsedContent.cache_info).toContain('delta merge applied');
312
- expect(parsedContent.months).toHaveLength(1);
313
- });
314
-
315
- it.skip('should use cache when NODE_ENV is not test - obsolete test, caching now handled by DeltaFetcher', async () => {
316
- // Temporarily set NODE_ENV to non-test
317
- process.env['NODE_ENV'] = 'development';
318
-
319
- const mockMonths = [
320
- {
321
- month: '2024-01-01',
322
- note: 'January budget',
323
- income: 500000,
324
- budgeted: 450000,
325
- activity: -400000,
326
- to_be_budgeted: 50000,
327
- age_of_money: 30,
328
- deleted: false,
329
- },
330
- ];
331
-
332
- const mockCacheKey = 'months:list:budget-1:generated-key';
333
- (CacheManager.generateKey as any).mockReturnValue(mockCacheKey);
334
- (cacheManager.wrap as any).mockResolvedValue(mockMonths);
335
- (cacheManager.has as any).mockReturnValue(true);
336
-
337
- const result = await handleListMonths(mockYnabAPI, { budget_id: 'budget-1' });
338
-
339
- const parsedContent = JSON.parse(result.content[0].text);
340
- expect(parsedContent.cached).toBe(true);
341
- expect(parsedContent.cache_info).toBe('Data retrieved from cache for improved performance');
342
-
343
- // Verify cache was used
344
- expect(CacheManager.generateKey).toHaveBeenCalledWith('months', 'list', 'budget-1');
345
- expect(cacheManager.wrap).toHaveBeenCalledWith(mockCacheKey, {
346
- ttl: CACHE_TTLS.MONTHS,
347
- loader: expect.any(Function),
348
- });
349
- expect(cacheManager.has).toHaveBeenCalledWith(mockCacheKey);
350
-
351
- // Reset NODE_ENV
352
- process.env['NODE_ENV'] = 'test';
353
- });
354
-
355
- it('should return formatted months list on success', async () => {
356
- const mockMonths = [
357
- {
358
- month: '2024-01-01',
359
- note: 'January budget',
360
- income: 500000,
361
- budgeted: 450000,
362
- activity: -400000,
363
- to_be_budgeted: 50000,
364
- age_of_money: 30,
365
- deleted: false,
366
- },
367
- {
368
- month: '2024-02-01',
369
- note: 'February budget',
370
- income: 520000,
371
- budgeted: 470000,
372
- activity: -420000,
373
- to_be_budgeted: 50000,
374
- age_of_money: 32,
375
- deleted: false,
376
- },
377
- ];
378
- const { fetcher, resolved } = createDeltaFetcherMock('fetchMonths', {
379
- data: mockMonths,
380
- wasCached: false,
381
- });
382
-
383
- const result = await handleListMonths(mockYnabAPI, fetcher, { budget_id: 'budget-1' });
384
-
385
- expect(result.content).toHaveLength(1);
386
- expect(result.content[0].type).toBe('text');
387
-
388
- const parsedContent = JSON.parse(result.content[0].text);
389
- expect(parsedContent.cached).toBe(resolved.wasCached);
390
- expect(parsedContent.cache_info).toBe('Fresh data retrieved from YNAB API');
391
- expect(parsedContent.months).toHaveLength(2);
392
- expect(parsedContent.months[0]).toEqual({
393
- month: '2024-01-01',
394
- note: 'January budget',
395
- income: 500,
396
- budgeted: 450,
397
- activity: -400,
398
- to_be_budgeted: 50,
399
- age_of_money: 30,
400
- deleted: false,
401
- });
402
- expect(parsedContent.months[1]).toEqual({
403
- month: '2024-02-01',
404
- note: 'February budget',
405
- income: 520,
406
- budgeted: 470,
407
- activity: -420,
408
- to_be_budgeted: 50,
409
- age_of_money: 32,
410
- deleted: false,
411
- });
412
- });
413
-
414
- it('should handle authentication errors', async () => {
415
- const { fetcher } = createRejectingDeltaFetcherMock(
416
- 'fetchMonths',
417
- new Error('401 Unauthorized'),
418
- );
419
-
420
- const result = await handleListMonths(mockYnabAPI, fetcher, { budget_id: 'budget-1' });
421
-
422
- expect(result.content).toHaveLength(1);
423
- const parsedContent = JSON.parse(result.content[0].text);
424
- expect(parsedContent.error.message).toBe('Invalid or expired YNAB access token');
425
- });
426
-
427
- it('should handle not found errors', async () => {
428
- const { fetcher } = createRejectingDeltaFetcherMock(
429
- 'fetchMonths',
430
- new Error('404 Not Found'),
431
- );
432
-
433
- const result = await handleListMonths(mockYnabAPI, fetcher, { budget_id: 'invalid-budget' });
434
-
435
- expect(result.content).toHaveLength(1);
436
- const parsedContent = JSON.parse(result.content[0].text);
437
- expect(parsedContent.error.message).toBe('Budget or month not found');
438
- });
439
-
440
- it('should handle generic errors', async () => {
441
- (mockYnabAPI.months.getBudgetMonths as any).mockRejectedValue(new Error('Network error'));
442
-
443
- const result = await handleListMonths(mockYnabAPI, { budget_id: 'budget-1' });
444
-
445
- expect(result.content).toHaveLength(1);
446
- const parsedContent = JSON.parse(result.content[0].text);
447
- expect(parsedContent.error.message).toBe('Failed to list months');
448
- });
449
- });
450
-
451
- describe('GetMonthSchema', () => {
452
- it('should validate valid parameters', () => {
453
- const result = GetMonthSchema.parse({
454
- budget_id: 'valid-budget-id',
455
- month: '2024-01-01',
456
- });
457
- expect(result.budget_id).toBe('valid-budget-id');
458
- expect(result.month).toBe('2024-01-01');
459
- });
460
-
461
- it('should reject empty budget_id', () => {
462
- expect(() =>
463
- GetMonthSchema.parse({
464
- budget_id: '',
465
- month: '2024-01-01',
466
- }),
467
- ).toThrow();
468
- });
469
-
470
- it('should reject missing budget_id', () => {
471
- expect(() =>
472
- GetMonthSchema.parse({
473
- month: '2024-01-01',
474
- }),
475
- ).toThrow();
476
- });
477
-
478
- it('should reject invalid month format', () => {
479
- expect(() =>
480
- GetMonthSchema.parse({
481
- budget_id: 'valid-budget-id',
482
- month: '2024-1-1',
483
- }),
484
- ).toThrow();
485
- });
486
-
487
- it('should reject missing month', () => {
488
- expect(() =>
489
- GetMonthSchema.parse({
490
- budget_id: 'valid-budget-id',
491
- }),
492
- ).toThrow();
493
- });
494
-
495
- it('should reject non-ISO date format', () => {
496
- expect(() =>
497
- GetMonthSchema.parse({
498
- budget_id: 'valid-budget-id',
499
- month: '01/01/2024',
500
- }),
501
- ).toThrow();
502
- });
503
- });
504
-
505
- describe('ListMonthsSchema', () => {
506
- it('should validate valid budget_id', () => {
507
- const result = ListMonthsSchema.parse({ budget_id: 'valid-budget-id' });
508
- expect(result.budget_id).toBe('valid-budget-id');
509
- });
510
-
511
- it('should reject empty budget_id', () => {
512
- expect(() => ListMonthsSchema.parse({ budget_id: '' })).toThrow();
513
- });
514
-
515
- it('should reject missing budget_id', () => {
516
- expect(() => ListMonthsSchema.parse({})).toThrow();
517
- });
518
-
519
- it('should reject non-string budget_id', () => {
520
- expect(() => ListMonthsSchema.parse({ budget_id: 123 })).toThrow();
521
- });
522
- });
42
+ const { cacheManager, CacheManager, CACHE_TTLS } = await import(
43
+ "../../server/cacheManager.js"
44
+ );
45
+
46
+ describe("Month Tools", () => {
47
+ beforeEach(() => {
48
+ vi.resetAllMocks();
49
+ // Reset NODE_ENV to test to ensure cache bypassing in tests
50
+ process.env.NODE_ENV = "test";
51
+ // Mock cache.wrap to call the loader directly (bypass cache)
52
+ (cacheManager.wrap as ReturnType<typeof vi.fn>).mockImplementation(
53
+ async (
54
+ _key: string,
55
+ options: {
56
+ loader: () => Promise<unknown>;
57
+ },
58
+ ) => {
59
+ return await options.loader();
60
+ },
61
+ );
62
+ (cacheManager.has as ReturnType<typeof vi.fn>).mockReturnValue(false);
63
+ (CacheManager.generateKey as ReturnType<typeof vi.fn>).mockImplementation(
64
+ (prefix: string, ...parts: (string | number | boolean | undefined)[]) =>
65
+ [prefix, ...parts.filter((part) => part !== undefined)].join(":"),
66
+ );
67
+ });
68
+
69
+ describe("handleGetMonth", () => {
70
+ it("should bypass cache in test environment", async () => {
71
+ const mockMonth = {
72
+ month: "2024-01-01",
73
+ note: "January budget",
74
+ income: 500000,
75
+ budgeted: 450000,
76
+ activity: -400000,
77
+ to_be_budgeted: 50000,
78
+ age_of_money: 30,
79
+ deleted: false,
80
+ categories: [],
81
+ };
82
+
83
+ (mockYnabAPI.months.getBudgetMonth as any).mockResolvedValue({
84
+ data: { month: mockMonth },
85
+ });
86
+
87
+ const result = await handleGetMonth(mockYnabAPI, {
88
+ budget_id: "budget-1",
89
+ month: "2024-01-01",
90
+ });
91
+
92
+ // Verify the mock cache was called (and bypassed to call the loader)
93
+ expect(cacheManager.wrap).toHaveBeenCalled();
94
+ expect(mockYnabAPI.months.getBudgetMonth).toHaveBeenCalledTimes(1);
95
+
96
+ const parsedContent = JSON.parse(result.content[0].text);
97
+ expect(parsedContent.cached).toBe(false);
98
+ expect(parsedContent.cache_info).toBe(
99
+ "Fresh data retrieved from YNAB API",
100
+ );
101
+ expect(parsedContent.month.month).toBe("2024-01-01");
102
+ });
103
+
104
+ it.skip("should use cache when NODE_ENV is not test - obsolete test, caching now handled by DeltaFetcher", async () => {
105
+ // Temporarily set NODE_ENV to non-test
106
+ process.env.NODE_ENV = "development";
107
+
108
+ const mockMonth = {
109
+ month: "2024-01-01",
110
+ note: "January budget",
111
+ income: 500000,
112
+ budgeted: 450000,
113
+ activity: -400000,
114
+ to_be_budgeted: 50000,
115
+ age_of_money: 30,
116
+ deleted: false,
117
+ categories: [],
118
+ };
119
+
120
+ const mockCacheKey = "month:get:budget-1:2024-01-01:generated-key";
121
+ (CacheManager.generateKey as any).mockReturnValue(mockCacheKey);
122
+ (cacheManager.wrap as any).mockResolvedValue(mockMonth);
123
+ (cacheManager.has as any).mockReturnValue(true);
124
+
125
+ const result = await handleGetMonth(mockYnabAPI, {
126
+ budget_id: "budget-1",
127
+ month: "2024-01-01",
128
+ });
129
+
130
+ const parsedContent = JSON.parse(result.content[0].text);
131
+ expect(parsedContent.cached).toBe(true);
132
+ expect(parsedContent.cache_info).toBe(
133
+ "Data retrieved from cache for improved performance",
134
+ );
135
+
136
+ // Verify cache was used
137
+ expect(CacheManager.generateKey).toHaveBeenCalledWith(
138
+ "month",
139
+ "get",
140
+ "budget-1",
141
+ "2024-01-01",
142
+ );
143
+ expect(cacheManager.wrap).toHaveBeenCalledWith(mockCacheKey, {
144
+ ttl: CACHE_TTLS.MONTHS,
145
+ loader: expect.any(Function),
146
+ });
147
+ expect(cacheManager.has).toHaveBeenCalledWith(mockCacheKey);
148
+
149
+ // Reset NODE_ENV
150
+ process.env.NODE_ENV = "test";
151
+ });
152
+
153
+ it("should return formatted month data on success", async () => {
154
+ const mockMonth = {
155
+ month: "2024-01-01",
156
+ note: "January budget",
157
+ income: 500000,
158
+ budgeted: 450000,
159
+ activity: -400000,
160
+ to_be_budgeted: 50000,
161
+ age_of_money: 30,
162
+ deleted: false,
163
+ categories: [
164
+ {
165
+ id: "category-1",
166
+ category_group_id: "group-1",
167
+ category_group_name: "Monthly Bills",
168
+ name: "Rent",
169
+ hidden: false,
170
+ original_category_group_id: null,
171
+ note: "Monthly rent payment",
172
+ budgeted: 150000,
173
+ activity: -150000,
174
+ balance: 0,
175
+ goal_type: "TB",
176
+ goal_creation_month: "2024-01-01",
177
+ goal_target: 150000,
178
+ goal_target_month: "2024-01-01",
179
+ goal_percentage_complete: 100,
180
+ goal_months_to_budget: 0,
181
+ goal_under_funded: 0,
182
+ goal_overall_funded: 150000,
183
+ goal_overall_left: 0,
184
+ deleted: false,
185
+ },
186
+ ],
187
+ };
188
+
189
+ (mockYnabAPI.months.getBudgetMonth as any).mockResolvedValue({
190
+ data: { month: mockMonth },
191
+ });
192
+
193
+ const result = await handleGetMonth(mockYnabAPI, {
194
+ budget_id: "budget-1",
195
+ month: "2024-01-01",
196
+ });
197
+
198
+ expect(result.content).toHaveLength(1);
199
+ expect(result.content[0].type).toBe("text");
200
+
201
+ const parsedContent = JSON.parse(result.content[0].text);
202
+ expect(parsedContent.month.month).toBe("2024-01-01");
203
+ expect(parsedContent.month.note).toBe("January budget");
204
+ expect(parsedContent.month.income).toBe(500);
205
+ expect(parsedContent.month.budgeted).toBe(450);
206
+ expect(parsedContent.month.activity).toBe(-400);
207
+ expect(parsedContent.month.to_be_budgeted).toBe(50);
208
+ expect(parsedContent.month.age_of_money).toBe(30);
209
+ expect(parsedContent.month.categories).toHaveLength(1);
210
+ expect(parsedContent.month.categories[0].name).toBe("Rent");
211
+ });
212
+
213
+ it("should handle 401 authentication errors", async () => {
214
+ (mockYnabAPI.months.getBudgetMonth as any).mockRejectedValue(
215
+ new Error("401 Unauthorized"),
216
+ );
217
+
218
+ const result = await handleGetMonth(mockYnabAPI, {
219
+ budget_id: "budget-1",
220
+ month: "2024-01-01",
221
+ });
222
+
223
+ expect(result.content).toHaveLength(1);
224
+ const parsedContent = JSON.parse(result.content[0].text);
225
+ expect(parsedContent.error.message).toBe(
226
+ "Invalid or expired YNAB access token",
227
+ );
228
+ });
229
+
230
+ it("should handle 403 forbidden errors", async () => {
231
+ (mockYnabAPI.months.getBudgetMonth as any).mockRejectedValue(
232
+ new Error("403 Forbidden"),
233
+ );
234
+
235
+ const result = await handleGetMonth(mockYnabAPI, {
236
+ budget_id: "budget-1",
237
+ month: "2024-01-01",
238
+ });
239
+
240
+ expect(result.content).toHaveLength(1);
241
+ const parsedContent = JSON.parse(result.content[0].text);
242
+ expect(parsedContent.error.message).toBe(
243
+ "Insufficient permissions to access YNAB data",
244
+ );
245
+ });
246
+
247
+ it("should handle 404 not found errors", async () => {
248
+ (mockYnabAPI.months.getBudgetMonth as any).mockRejectedValue(
249
+ new Error("404 Not Found"),
250
+ );
251
+
252
+ const result = await handleGetMonth(mockYnabAPI, {
253
+ budget_id: "invalid-budget",
254
+ month: "2024-01-01",
255
+ });
256
+
257
+ expect(result.content).toHaveLength(1);
258
+ const parsedContent = JSON.parse(result.content[0].text);
259
+ expect(parsedContent.error.message).toBe("Budget or month not found");
260
+ });
261
+
262
+ it("should handle 429 rate limit errors", async () => {
263
+ (mockYnabAPI.months.getBudgetMonth as any).mockRejectedValue(
264
+ new Error("429 Too Many Requests"),
265
+ );
266
+
267
+ const result = await handleGetMonth(mockYnabAPI, {
268
+ budget_id: "budget-1",
269
+ month: "2024-01-01",
270
+ });
271
+
272
+ expect(result.content).toHaveLength(1);
273
+ const parsedContent = JSON.parse(result.content[0].text);
274
+ expect(parsedContent.error.message).toBe(
275
+ "Rate limit exceeded. Please try again later",
276
+ );
277
+ });
278
+
279
+ it("should handle 500 server errors", async () => {
280
+ (mockYnabAPI.months.getBudgetMonth as any).mockRejectedValue(
281
+ new Error("500 Internal Server Error"),
282
+ );
283
+
284
+ const result = await handleGetMonth(mockYnabAPI, {
285
+ budget_id: "budget-1",
286
+ month: "2024-01-01",
287
+ });
288
+
289
+ expect(result.content).toHaveLength(1);
290
+ const parsedContent = JSON.parse(result.content[0].text);
291
+ expect(parsedContent.error.message).toBe(
292
+ "YNAB service is currently unavailable",
293
+ );
294
+ });
295
+
296
+ it("should handle generic errors", async () => {
297
+ (mockYnabAPI.months.getBudgetMonth as any).mockRejectedValue(
298
+ new Error("Network error"),
299
+ );
300
+
301
+ const result = await handleGetMonth(mockYnabAPI, {
302
+ budget_id: "budget-1",
303
+ month: "2024-01-01",
304
+ });
305
+
306
+ expect(result.content).toHaveLength(1);
307
+ const parsedContent = JSON.parse(result.content[0].text);
308
+ expect(parsedContent.error.message).toBe("Failed to get month data");
309
+ });
310
+ });
311
+
312
+ describe("handleListMonths", () => {
313
+ it("should include cache metadata from delta fetcher results", async () => {
314
+ const mockMonths = [
315
+ {
316
+ month: "2024-01-01",
317
+ note: "January budget",
318
+ income: 500000,
319
+ budgeted: 450000,
320
+ activity: -400000,
321
+ to_be_budgeted: 50000,
322
+ age_of_money: 30,
323
+ deleted: false,
324
+ },
325
+ ];
326
+ const { fetcher, resolved } = createDeltaFetcherMock("fetchMonths", {
327
+ data: mockMonths,
328
+ wasCached: true,
329
+ usedDelta: true,
330
+ });
331
+
332
+ const result = await handleListMonths(mockYnabAPI, fetcher, {
333
+ budget_id: "budget-1",
334
+ });
335
+
336
+ const parsedContent = JSON.parse(result.content[0].text);
337
+ expect(parsedContent.cached).toBe(resolved.wasCached);
338
+ expect(parsedContent.cache_info).toContain("delta merge applied");
339
+ expect(parsedContent.months).toHaveLength(1);
340
+ });
341
+
342
+ it.skip("should use cache when NODE_ENV is not test - obsolete test, caching now handled by DeltaFetcher", async () => {
343
+ // Temporarily set NODE_ENV to non-test
344
+ process.env.NODE_ENV = "development";
345
+
346
+ const mockMonths = [
347
+ {
348
+ month: "2024-01-01",
349
+ note: "January budget",
350
+ income: 500000,
351
+ budgeted: 450000,
352
+ activity: -400000,
353
+ to_be_budgeted: 50000,
354
+ age_of_money: 30,
355
+ deleted: false,
356
+ },
357
+ ];
358
+
359
+ const mockCacheKey = "months:list:budget-1:generated-key";
360
+ (CacheManager.generateKey as any).mockReturnValue(mockCacheKey);
361
+ (cacheManager.wrap as any).mockResolvedValue(mockMonths);
362
+ (cacheManager.has as any).mockReturnValue(true);
363
+
364
+ const result = await handleListMonths(mockYnabAPI, {
365
+ budget_id: "budget-1",
366
+ });
367
+
368
+ const parsedContent = JSON.parse(result.content[0].text);
369
+ expect(parsedContent.cached).toBe(true);
370
+ expect(parsedContent.cache_info).toBe(
371
+ "Data retrieved from cache for improved performance",
372
+ );
373
+
374
+ // Verify cache was used
375
+ expect(CacheManager.generateKey).toHaveBeenCalledWith(
376
+ "months",
377
+ "list",
378
+ "budget-1",
379
+ );
380
+ expect(cacheManager.wrap).toHaveBeenCalledWith(mockCacheKey, {
381
+ ttl: CACHE_TTLS.MONTHS,
382
+ loader: expect.any(Function),
383
+ });
384
+ expect(cacheManager.has).toHaveBeenCalledWith(mockCacheKey);
385
+
386
+ // Reset NODE_ENV
387
+ process.env.NODE_ENV = "test";
388
+ });
389
+
390
+ it("should return formatted months list on success", async () => {
391
+ const mockMonths = [
392
+ {
393
+ month: "2024-01-01",
394
+ note: "January budget",
395
+ income: 500000,
396
+ budgeted: 450000,
397
+ activity: -400000,
398
+ to_be_budgeted: 50000,
399
+ age_of_money: 30,
400
+ deleted: false,
401
+ },
402
+ {
403
+ month: "2024-02-01",
404
+ note: "February budget",
405
+ income: 520000,
406
+ budgeted: 470000,
407
+ activity: -420000,
408
+ to_be_budgeted: 50000,
409
+ age_of_money: 32,
410
+ deleted: false,
411
+ },
412
+ ];
413
+ const { fetcher, resolved } = createDeltaFetcherMock("fetchMonths", {
414
+ data: mockMonths,
415
+ wasCached: false,
416
+ });
417
+
418
+ const result = await handleListMonths(mockYnabAPI, fetcher, {
419
+ budget_id: "budget-1",
420
+ });
421
+
422
+ expect(result.content).toHaveLength(1);
423
+ expect(result.content[0].type).toBe("text");
424
+
425
+ const parsedContent = JSON.parse(result.content[0].text);
426
+ expect(parsedContent.cached).toBe(resolved.wasCached);
427
+ expect(parsedContent.cache_info).toBe(
428
+ "Fresh data retrieved from YNAB API",
429
+ );
430
+ expect(parsedContent.months).toHaveLength(2);
431
+ expect(parsedContent.months[0]).toEqual({
432
+ month: "2024-01-01",
433
+ note: "January budget",
434
+ income: 500,
435
+ budgeted: 450,
436
+ activity: -400,
437
+ to_be_budgeted: 50,
438
+ age_of_money: 30,
439
+ deleted: false,
440
+ });
441
+ expect(parsedContent.months[1]).toEqual({
442
+ month: "2024-02-01",
443
+ note: "February budget",
444
+ income: 520,
445
+ budgeted: 470,
446
+ activity: -420,
447
+ to_be_budgeted: 50,
448
+ age_of_money: 32,
449
+ deleted: false,
450
+ });
451
+ });
452
+
453
+ it("should handle authentication errors", async () => {
454
+ const { fetcher } = createRejectingDeltaFetcherMock(
455
+ "fetchMonths",
456
+ new Error("401 Unauthorized"),
457
+ );
458
+
459
+ const result = await handleListMonths(mockYnabAPI, fetcher, {
460
+ budget_id: "budget-1",
461
+ });
462
+
463
+ expect(result.content).toHaveLength(1);
464
+ const parsedContent = JSON.parse(result.content[0].text);
465
+ expect(parsedContent.error.message).toBe(
466
+ "Invalid or expired YNAB access token",
467
+ );
468
+ });
469
+
470
+ it("should handle not found errors", async () => {
471
+ const { fetcher } = createRejectingDeltaFetcherMock(
472
+ "fetchMonths",
473
+ new Error("404 Not Found"),
474
+ );
475
+
476
+ const result = await handleListMonths(mockYnabAPI, fetcher, {
477
+ budget_id: "invalid-budget",
478
+ });
479
+
480
+ expect(result.content).toHaveLength(1);
481
+ const parsedContent = JSON.parse(result.content[0].text);
482
+ expect(parsedContent.error.message).toBe("Budget or month not found");
483
+ });
484
+
485
+ it("should handle generic errors", async () => {
486
+ (mockYnabAPI.months.getBudgetMonths as any).mockRejectedValue(
487
+ new Error("Network error"),
488
+ );
489
+
490
+ const result = await handleListMonths(mockYnabAPI, {
491
+ budget_id: "budget-1",
492
+ });
493
+
494
+ expect(result.content).toHaveLength(1);
495
+ const parsedContent = JSON.parse(result.content[0].text);
496
+ expect(parsedContent.error.message).toBe("Failed to list months");
497
+ });
498
+ });
499
+
500
+ describe("GetMonthSchema", () => {
501
+ it("should validate valid parameters", () => {
502
+ const result = GetMonthSchema.parse({
503
+ budget_id: "valid-budget-id",
504
+ month: "2024-01-01",
505
+ });
506
+ expect(result.budget_id).toBe("valid-budget-id");
507
+ expect(result.month).toBe("2024-01-01");
508
+ });
509
+
510
+ it("should reject empty budget_id", () => {
511
+ expect(() =>
512
+ GetMonthSchema.parse({
513
+ budget_id: "",
514
+ month: "2024-01-01",
515
+ }),
516
+ ).toThrow();
517
+ });
518
+
519
+ it("should reject missing budget_id", () => {
520
+ expect(() =>
521
+ GetMonthSchema.parse({
522
+ month: "2024-01-01",
523
+ }),
524
+ ).toThrow();
525
+ });
526
+
527
+ it("should reject invalid month format", () => {
528
+ expect(() =>
529
+ GetMonthSchema.parse({
530
+ budget_id: "valid-budget-id",
531
+ month: "2024-1-1",
532
+ }),
533
+ ).toThrow();
534
+ });
535
+
536
+ it("should reject missing month", () => {
537
+ expect(() =>
538
+ GetMonthSchema.parse({
539
+ budget_id: "valid-budget-id",
540
+ }),
541
+ ).toThrow();
542
+ });
543
+
544
+ it("should reject non-ISO date format", () => {
545
+ expect(() =>
546
+ GetMonthSchema.parse({
547
+ budget_id: "valid-budget-id",
548
+ month: "01/01/2024",
549
+ }),
550
+ ).toThrow();
551
+ });
552
+ });
553
+
554
+ describe("ListMonthsSchema", () => {
555
+ it("should validate valid budget_id", () => {
556
+ const result = ListMonthsSchema.parse({ budget_id: "valid-budget-id" });
557
+ expect(result.budget_id).toBe("valid-budget-id");
558
+ });
559
+
560
+ it("should reject empty budget_id", () => {
561
+ expect(() => ListMonthsSchema.parse({ budget_id: "" })).toThrow();
562
+ });
563
+
564
+ it("should reject missing budget_id", () => {
565
+ expect(() => ListMonthsSchema.parse({})).toThrow();
566
+ });
567
+
568
+ it("should reject non-string budget_id", () => {
569
+ expect(() => ListMonthsSchema.parse({ budget_id: 123 })).toThrow();
570
+ });
571
+ });
523
572
  });