@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.
- package/CHANGELOG.md +17 -0
- package/CLAUDE.md +87 -8
- package/bin/ynab-mcp-server.cjs +2 -2
- package/bin/ynab-mcp-server.js +3 -3
- package/biome.json +39 -0
- package/dist/bundle/index.cjs +67 -67
- package/dist/index.d.ts +1 -1
- package/dist/index.js +27 -27
- package/dist/server/YNABMCPServer.d.ts +3 -4
- package/dist/server/YNABMCPServer.js +111 -116
- package/dist/server/budgetResolver.d.ts +6 -5
- package/dist/server/budgetResolver.js +46 -36
- package/dist/server/cacheKeys.js +6 -6
- package/dist/server/cacheManager.js +14 -11
- package/dist/server/completions.d.ts +2 -2
- package/dist/server/completions.js +20 -15
- package/dist/server/config.d.ts +10 -5
- package/dist/server/config.js +24 -7
- package/dist/server/deltaCache.d.ts +2 -2
- package/dist/server/deltaCache.js +22 -16
- package/dist/server/deltaCache.merge.d.ts +2 -2
- package/dist/server/diagnostics.d.ts +4 -4
- package/dist/server/diagnostics.js +38 -32
- package/dist/server/errorHandler.d.ts +5 -12
- package/dist/server/errorHandler.js +219 -217
- package/dist/server/prompts.d.ts +2 -2
- package/dist/server/prompts.js +45 -45
- package/dist/server/rateLimiter.js +4 -4
- package/dist/server/requestLogger.d.ts +1 -1
- package/dist/server/requestLogger.js +40 -35
- package/dist/server/resources.d.ts +3 -3
- package/dist/server/resources.js +55 -52
- package/dist/server/responseFormatter.js +6 -6
- package/dist/server/securityMiddleware.d.ts +2 -2
- package/dist/server/securityMiddleware.js +22 -20
- package/dist/server/serverKnowledgeStore.js +1 -1
- package/dist/server/toolRegistry.d.ts +3 -3
- package/dist/server/toolRegistry.js +47 -40
- package/dist/tools/__tests__/deltaTestUtils.d.ts +3 -3
- package/dist/tools/__tests__/deltaTestUtils.js +2 -2
- package/dist/tools/accountTools.d.ts +9 -8
- package/dist/tools/accountTools.js +47 -47
- package/dist/tools/adapters.d.ts +13 -8
- package/dist/tools/adapters.js +21 -11
- package/dist/tools/budgetTools.d.ts +8 -7
- package/dist/tools/budgetTools.js +22 -22
- package/dist/tools/categoryTools.d.ts +9 -8
- package/dist/tools/categoryTools.js +68 -59
- package/dist/tools/compareTransactions/formatter.d.ts +3 -3
- package/dist/tools/compareTransactions/formatter.js +9 -9
- package/dist/tools/compareTransactions/index.d.ts +6 -6
- package/dist/tools/compareTransactions/index.js +58 -43
- package/dist/tools/compareTransactions/matcher.d.ts +1 -1
- package/dist/tools/compareTransactions/matcher.js +28 -15
- package/dist/tools/compareTransactions/parser.d.ts +2 -2
- package/dist/tools/compareTransactions/parser.js +144 -138
- package/dist/tools/compareTransactions/types.d.ts +4 -4
- package/dist/tools/compareTransactions.d.ts +1 -1
- package/dist/tools/compareTransactions.js +1 -1
- package/dist/tools/deltaFetcher.d.ts +2 -2
- package/dist/tools/deltaFetcher.js +16 -15
- package/dist/tools/deltaSupport.d.ts +4 -4
- package/dist/tools/deltaSupport.js +35 -41
- package/dist/tools/exportTransactions.d.ts +5 -4
- package/dist/tools/exportTransactions.js +61 -59
- package/dist/tools/monthTools.d.ts +7 -6
- package/dist/tools/monthTools.js +31 -29
- package/dist/tools/payeeTools.d.ts +7 -6
- package/dist/tools/payeeTools.js +28 -28
- package/dist/tools/reconcileAdapter.d.ts +2 -2
- package/dist/tools/reconcileAdapter.js +21 -11
- package/dist/tools/reconciliation/analyzer.d.ts +4 -4
- package/dist/tools/reconciliation/analyzer.js +136 -57
- package/dist/tools/reconciliation/csvParser.d.ts +3 -3
- package/dist/tools/reconciliation/csvParser.js +128 -104
- package/dist/tools/reconciliation/executor.d.ts +4 -4
- package/dist/tools/reconciliation/executor.js +148 -109
- package/dist/tools/reconciliation/index.d.ts +10 -10
- package/dist/tools/reconciliation/index.js +96 -83
- package/dist/tools/reconciliation/matcher.d.ts +3 -3
- package/dist/tools/reconciliation/matcher.js +17 -16
- package/dist/tools/reconciliation/payeeNormalizer.js +19 -8
- package/dist/tools/reconciliation/recommendationEngine.d.ts +1 -1
- package/dist/tools/reconciliation/recommendationEngine.js +40 -40
- package/dist/tools/reconciliation/reportFormatter.d.ts +2 -2
- package/dist/tools/reconciliation/reportFormatter.js +79 -54
- package/dist/tools/reconciliation/signDetector.d.ts +1 -1
- package/dist/tools/reconciliation/types.d.ts +19 -16
- package/dist/tools/reconciliation/ynabAdapter.d.ts +2 -2
- package/dist/tools/schemas/common.d.ts +1 -1
- package/dist/tools/schemas/common.js +1 -1
- package/dist/tools/schemas/outputs/accountOutputs.d.ts +1 -1
- package/dist/tools/schemas/outputs/accountOutputs.js +24 -18
- package/dist/tools/schemas/outputs/budgetOutputs.d.ts +1 -1
- package/dist/tools/schemas/outputs/budgetOutputs.js +14 -11
- package/dist/tools/schemas/outputs/categoryOutputs.d.ts +1 -1
- package/dist/tools/schemas/outputs/categoryOutputs.js +49 -29
- package/dist/tools/schemas/outputs/comparisonOutputs.d.ts +1 -1
- package/dist/tools/schemas/outputs/comparisonOutputs.js +12 -12
- package/dist/tools/schemas/outputs/index.d.ts +14 -14
- package/dist/tools/schemas/outputs/index.js +14 -14
- package/dist/tools/schemas/outputs/monthOutputs.d.ts +1 -1
- package/dist/tools/schemas/outputs/monthOutputs.js +56 -41
- package/dist/tools/schemas/outputs/payeeOutputs.d.ts +1 -1
- package/dist/tools/schemas/outputs/payeeOutputs.js +10 -10
- package/dist/tools/schemas/outputs/reconciliationOutputs.d.ts +2 -2
- package/dist/tools/schemas/outputs/reconciliationOutputs.js +45 -45
- package/dist/tools/schemas/outputs/transactionMutationOutputs.d.ts +1 -1
- package/dist/tools/schemas/outputs/transactionMutationOutputs.js +28 -22
- package/dist/tools/schemas/outputs/transactionOutputs.d.ts +1 -1
- package/dist/tools/schemas/outputs/transactionOutputs.js +43 -35
- package/dist/tools/schemas/outputs/utilityOutputs.d.ts +1 -1
- package/dist/tools/schemas/outputs/utilityOutputs.js +5 -3
- package/dist/tools/schemas/shared/commonOutputs.d.ts +1 -1
- package/dist/tools/schemas/shared/commonOutputs.js +15 -9
- package/dist/tools/transactionReadTools.d.ts +11 -0
- package/dist/tools/transactionReadTools.js +202 -0
- package/dist/tools/transactionSchemas.d.ts +309 -0
- package/dist/tools/transactionSchemas.js +235 -0
- package/dist/tools/transactionTools.d.ts +6 -302
- package/dist/tools/transactionTools.js +7 -2054
- package/dist/tools/transactionUtils.d.ts +31 -0
- package/dist/tools/transactionUtils.js +364 -0
- package/dist/tools/transactionWriteTools.d.ts +20 -0
- package/dist/tools/transactionWriteTools.js +1342 -0
- package/dist/tools/utilityTools.d.ts +5 -4
- package/dist/tools/utilityTools.js +11 -11
- package/dist/types/index.d.ts +7 -7
- package/dist/types/index.js +6 -6
- package/dist/types/reconciliation.d.ts +1 -1
- package/dist/types/toolRegistration.d.ts +14 -12
- package/dist/utils/amountUtils.js +1 -1
- package/dist/utils/dateUtils.js +4 -4
- package/dist/utils/errors.d.ts +3 -3
- package/dist/utils/errors.js +4 -4
- package/dist/utils/money.d.ts +2 -2
- package/dist/utils/money.js +8 -8
- package/dist/utils/validationError.d.ts +1 -1
- package/dist/utils/validationError.js +1 -1
- package/docs/assets/examples/reconciliation-with-recommendations.json +66 -66
- package/docs/assets/schemas/reconciliation-v2.json +360 -336
- package/docs/plans/2025-12-25-transaction-tools-refactor-design.md +211 -0
- package/docs/plans/2025-12-25-transaction-tools-refactor.md +905 -0
- package/esbuild.config.mjs +53 -50
- package/meta.json +12548 -12548
- package/package.json +98 -109
- package/scripts/analyze-bundle.mjs +33 -30
- package/scripts/create-pr-description.js +169 -120
- package/scripts/run-all-tests.js +205 -0
- package/scripts/run-domain-integration-tests.js +28 -18
- package/scripts/run-generate-mcpb.js +19 -17
- package/scripts/run-throttled-integration-tests.js +92 -83
- package/scripts/test-delta-params.mjs +149 -120
- package/scripts/test-recommendations.ts +36 -32
- package/scripts/tmpTransaction.ts +80 -43
- package/scripts/validate-env.js +98 -91
- package/scripts/verify-build.js +78 -76
- package/src/__tests__/comprehensive.integration.test.ts +1281 -1154
- package/src/__tests__/performance.test.ts +723 -671
- package/src/__tests__/setup.ts +442 -395
- package/src/__tests__/smoke.e2e.test.ts +41 -39
- package/src/__tests__/testRunner.ts +314 -295
- package/src/__tests__/testUtils.ts +456 -364
- package/src/__tests__/tools/reconciliation/csvParser.integration.test.ts +109 -107
- package/src/__tests__/tools/reconciliation/real-world.integration.test.ts +41 -41
- package/src/index.ts +68 -59
- package/src/server/CLAUDE.md +480 -0
- package/src/server/YNABMCPServer.ts +821 -794
- package/src/server/__tests__/YNABMCPServer.integration.test.ts +929 -893
- package/src/server/__tests__/YNABMCPServer.test.ts +903 -899
- package/src/server/__tests__/budgetResolver.test.ts +466 -423
- package/src/server/__tests__/cacheManager.test.ts +891 -874
- package/src/server/__tests__/completions.integration.test.ts +115 -106
- package/src/server/__tests__/completions.test.ts +334 -313
- package/src/server/__tests__/config.test.ts +98 -86
- package/src/server/__tests__/deltaCache.merge.test.ts +774 -703
- package/src/server/__tests__/deltaCache.swr.test.ts +198 -153
- package/src/server/__tests__/deltaCache.test.ts +946 -759
- package/src/server/__tests__/diagnostics.test.ts +825 -792
- package/src/server/__tests__/errorHandler.integration.test.ts +512 -462
- package/src/server/__tests__/errorHandler.test.ts +402 -397
- package/src/server/__tests__/prompts.test.ts +424 -347
- package/src/server/__tests__/rateLimiter.test.ts +313 -309
- package/src/server/__tests__/requestLogger.test.ts +443 -403
- package/src/server/__tests__/resources.template.test.ts +196 -185
- package/src/server/__tests__/resources.test.ts +294 -288
- package/src/server/__tests__/security.integration.test.ts +487 -421
- package/src/server/__tests__/securityMiddleware.test.ts +519 -444
- package/src/server/__tests__/server-startup.integration.test.ts +509 -490
- package/src/server/__tests__/serverKnowledgeStore.test.ts +174 -173
- package/src/server/__tests__/toolRegistration.test.ts +239 -210
- package/src/server/__tests__/toolRegistry.test.ts +907 -845
- package/src/server/budgetResolver.ts +221 -181
- package/src/server/cacheKeys.ts +6 -6
- package/src/server/cacheManager.ts +498 -484
- package/src/server/completions.ts +267 -243
- package/src/server/config.ts +35 -14
- package/src/server/deltaCache.merge.ts +146 -128
- package/src/server/deltaCache.ts +352 -309
- package/src/server/diagnostics.ts +257 -242
- package/src/server/errorHandler.ts +747 -744
- package/src/server/prompts.ts +181 -176
- package/src/server/rateLimiter.ts +131 -129
- package/src/server/requestLogger.ts +350 -322
- package/src/server/resources.ts +442 -374
- package/src/server/responseFormatter.ts +41 -37
- package/src/server/securityMiddleware.ts +223 -205
- package/src/server/serverKnowledgeStore.ts +67 -67
- package/src/server/toolRegistry.ts +508 -474
- package/src/tools/CLAUDE.md +604 -0
- package/src/tools/__tests__/accountTools.delta.integration.test.ts +128 -111
- package/src/tools/__tests__/accountTools.integration.test.ts +129 -111
- package/src/tools/__tests__/accountTools.test.ts +685 -638
- package/src/tools/__tests__/adapters.test.ts +142 -108
- package/src/tools/__tests__/budgetTools.delta.integration.test.ts +73 -73
- package/src/tools/__tests__/budgetTools.integration.test.ts +132 -124
- package/src/tools/__tests__/budgetTools.test.ts +442 -413
- package/src/tools/__tests__/categoryTools.delta.integration.test.ts +76 -68
- package/src/tools/__tests__/categoryTools.integration.test.ts +314 -288
- package/src/tools/__tests__/categoryTools.test.ts +656 -625
- package/src/tools/__tests__/compareTransactions/formatter.test.ts +535 -462
- package/src/tools/__tests__/compareTransactions/index.test.ts +378 -358
- package/src/tools/__tests__/compareTransactions/matcher.test.ts +497 -398
- package/src/tools/__tests__/compareTransactions/parser.test.ts +765 -747
- package/src/tools/__tests__/compareTransactions.test.ts +352 -332
- package/src/tools/__tests__/compareTransactions.window.test.ts +150 -146
- package/src/tools/__tests__/deltaFetcher.scheduled.integration.test.ts +69 -65
- package/src/tools/__tests__/deltaFetcher.test.ts +325 -265
- package/src/tools/__tests__/deltaSupport.test.ts +211 -184
- package/src/tools/__tests__/deltaTestUtils.ts +37 -33
- package/src/tools/__tests__/exportTransactions.test.ts +205 -200
- package/src/tools/__tests__/monthTools.delta.integration.test.ts +68 -68
- package/src/tools/__tests__/monthTools.integration.test.ts +178 -166
- package/src/tools/__tests__/monthTools.test.ts +561 -512
- package/src/tools/__tests__/payeeTools.delta.integration.test.ts +68 -68
- package/src/tools/__tests__/payeeTools.integration.test.ts +158 -142
- package/src/tools/__tests__/payeeTools.test.ts +486 -434
- package/src/tools/__tests__/transactionSchemas.test.ts +1204 -0
- package/src/tools/__tests__/transactionTools.integration.test.ts +875 -825
- package/src/tools/__tests__/transactionTools.test.ts +4923 -4366
- package/src/tools/__tests__/transactionUtils.test.ts +1016 -0
- package/src/tools/__tests__/utilityTools.integration.test.ts +32 -32
- package/src/tools/__tests__/utilityTools.test.ts +68 -58
- package/src/tools/accountTools.ts +293 -271
- package/src/tools/adapters.ts +120 -63
- package/src/tools/budgetTools.ts +121 -116
- package/src/tools/categoryTools.ts +379 -339
- package/src/tools/compareTransactions/formatter.ts +131 -119
- package/src/tools/compareTransactions/index.ts +249 -214
- package/src/tools/compareTransactions/matcher.ts +259 -209
- package/src/tools/compareTransactions/parser.ts +517 -487
- package/src/tools/compareTransactions/types.ts +38 -38
- package/src/tools/compareTransactions.ts +1 -1
- package/src/tools/deltaFetcher.ts +281 -260
- package/src/tools/deltaSupport.ts +264 -259
- package/src/tools/exportTransactions.ts +230 -218
- package/src/tools/monthTools.ts +180 -165
- package/src/tools/payeeTools.ts +152 -140
- package/src/tools/reconcileAdapter.ts +297 -246
- package/src/tools/reconciliation/CLAUDE.md +506 -0
- package/src/tools/reconciliation/__tests__/adapter.causes.test.ts +135 -112
- package/src/tools/reconciliation/__tests__/adapter.test.ts +249 -227
- package/src/tools/reconciliation/__tests__/analyzer.test.ts +408 -335
- package/src/tools/reconciliation/__tests__/csvParser.test.ts +71 -69
- package/src/tools/reconciliation/__tests__/executor.integration.test.ts +348 -323
- package/src/tools/reconciliation/__tests__/executor.progress.test.ts +503 -457
- package/src/tools/reconciliation/__tests__/executor.test.ts +898 -831
- package/src/tools/reconciliation/__tests__/matcher.test.ts +667 -663
- package/src/tools/reconciliation/__tests__/payeeNormalizer.test.ts +296 -276
- package/src/tools/reconciliation/__tests__/recommendationEngine.integration.test.ts +692 -624
- package/src/tools/reconciliation/__tests__/recommendationEngine.test.ts +1008 -986
- package/src/tools/reconciliation/__tests__/reconciliation.delta.integration.test.ts +187 -146
- package/src/tools/reconciliation/__tests__/reportFormatter.test.ts +583 -530
- package/src/tools/reconciliation/__tests__/scenarios/adapterCurrency.scenario.test.ts +75 -71
- package/src/tools/reconciliation/__tests__/scenarios/extremes.scenario.test.ts +70 -58
- package/src/tools/reconciliation/__tests__/scenarios/repeatAmount.scenario.test.ts +102 -88
- package/src/tools/reconciliation/__tests__/schemaUrl.test.ts +58 -43
- package/src/tools/reconciliation/__tests__/signDetector.test.ts +209 -206
- package/src/tools/reconciliation/__tests__/ynabAdapter.test.ts +66 -60
- package/src/tools/reconciliation/analyzer.ts +582 -406
- package/src/tools/reconciliation/csvParser.ts +656 -609
- package/src/tools/reconciliation/executor.ts +1290 -1128
- package/src/tools/reconciliation/index.ts +580 -528
- package/src/tools/reconciliation/matcher.ts +256 -240
- package/src/tools/reconciliation/payeeNormalizer.ts +92 -78
- package/src/tools/reconciliation/recommendationEngine.ts +357 -345
- package/src/tools/reconciliation/reportFormatter.ts +349 -276
- package/src/tools/reconciliation/signDetector.ts +89 -83
- package/src/tools/reconciliation/types.ts +164 -153
- package/src/tools/reconciliation/ynabAdapter.ts +17 -15
- package/src/tools/schemas/CLAUDE.md +546 -0
- package/src/tools/schemas/common.ts +1 -1
- package/src/tools/schemas/outputs/__tests__/accountOutputs.test.ts +410 -409
- package/src/tools/schemas/outputs/__tests__/budgetOutputs.test.ts +305 -299
- package/src/tools/schemas/outputs/__tests__/categoryOutputs.test.ts +431 -430
- package/src/tools/schemas/outputs/__tests__/comparisonOutputs.test.ts +510 -495
- package/src/tools/schemas/outputs/__tests__/dateValidation.test.ts +179 -153
- package/src/tools/schemas/outputs/__tests__/discrepancyDirection.test.ts +293 -254
- package/src/tools/schemas/outputs/__tests__/monthOutputs.test.ts +457 -457
- package/src/tools/schemas/outputs/__tests__/payeeOutputs.test.ts +362 -356
- package/src/tools/schemas/outputs/__tests__/reconciliationOutputs.test.ts +402 -399
- package/src/tools/schemas/outputs/__tests__/transactionMutationSchemas.test.ts +225 -211
- package/src/tools/schemas/outputs/__tests__/transactionOutputs.test.ts +457 -454
- package/src/tools/schemas/outputs/__tests__/utilityOutputs.test.ts +316 -315
- package/src/tools/schemas/outputs/accountOutputs.ts +40 -34
- package/src/tools/schemas/outputs/budgetOutputs.ts +24 -19
- package/src/tools/schemas/outputs/categoryOutputs.ts +76 -56
- package/src/tools/schemas/outputs/comparisonOutputs.ts +192 -169
- package/src/tools/schemas/outputs/index.ts +163 -163
- package/src/tools/schemas/outputs/monthOutputs.ts +95 -80
- package/src/tools/schemas/outputs/payeeOutputs.ts +18 -18
- package/src/tools/schemas/outputs/reconciliationOutputs.ts +386 -373
- package/src/tools/schemas/outputs/transactionMutationOutputs.ts +259 -231
- package/src/tools/schemas/outputs/transactionOutputs.ts +81 -71
- package/src/tools/schemas/outputs/utilityOutputs.ts +90 -84
- package/src/tools/schemas/shared/commonOutputs.ts +27 -19
- package/src/tools/toolCategories.ts +114 -114
- package/src/tools/transactionReadTools.ts +327 -0
- package/src/tools/transactionSchemas.ts +484 -0
- package/src/tools/transactionTools.ts +107 -2990
- package/src/tools/transactionUtils.ts +621 -0
- package/src/tools/transactionWriteTools.ts +2110 -0
- package/src/tools/utilityTools.ts +46 -41
- package/src/types/CLAUDE.md +477 -0
- package/src/types/__tests__/index.test.ts +51 -51
- package/src/types/index.ts +43 -39
- package/src/types/integration-tests.d.ts +26 -26
- package/src/types/reconciliation.ts +29 -29
- package/src/types/toolAnnotations.ts +30 -30
- package/src/types/toolRegistration.ts +43 -32
- package/src/utils/CLAUDE.md +508 -0
- package/src/utils/__tests__/dateUtils.test.ts +174 -168
- package/src/utils/__tests__/money.test.ts +193 -187
- package/src/utils/amountUtils.ts +5 -5
- package/src/utils/baseError.ts +5 -5
- package/src/utils/dateUtils.ts +29 -26
- package/src/utils/errors.ts +14 -14
- package/src/utils/money.ts +66 -52
- package/src/utils/validationError.ts +1 -1
- package/tsconfig.json +29 -29
- package/tsconfig.prod.json +16 -16
- package/vitest-reporters/split-json-reporter.ts +247 -204
- package/vitest.config.ts +99 -95
- package/.prettierignore +0 -10
- package/.prettierrc.json +0 -10
- package/eslint.config.js +0 -49
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resolveDeltaFetcherArgs,
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resolveDeltaWriteArgs,
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};
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);
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return await withToolErrorHandling(
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const result = await deltaFetcher.fetchCategories(params.budget_id);
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// Flatten categories from all category groups
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const allCategories = categoryGroups.flatMap((group) =>
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group.categories.map((category) => ({
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id: category.id,
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note: category.note,
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budgeted: milliunitsToAmount(category.budgeted),
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activity: milliunitsToAmount(category.activity),
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balance: milliunitsToAmount(category.balance),
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goal_type: category.goal_type,
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...convertGoalFields(category),
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goal_percentage_complete: category.goal_percentage_complete,
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})),
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);
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return {
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content: [
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{
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type: "text",
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text: responseFormatter.format({
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categories: allCategories,
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category_groups: categoryGroups.map((group) => ({
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deleted: group.deleted,
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})),
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cached: wasCached,
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cache_info: wasCached
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|
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? `Data retrieved from cache for improved performance${result.usedDelta ? " (delta merge applied)" : ""}`
|
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|
+
: "Fresh data retrieved from YNAB API",
|
|
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|
+
}),
|
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157
|
+
},
|
|
158
|
+
],
|
|
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|
+
};
|
|
160
|
+
},
|
|
161
|
+
"ynab:list_categories",
|
|
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|
+
"listing categories",
|
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163
|
+
errorHandler,
|
|
164
|
+
);
|
|
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165
|
}
|
|
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166
|
|
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167
|
/**
|
|
@@ -155,63 +169,65 @@ export async function handleListCategories(
|
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155
169
|
* Gets detailed information for a specific category
|
|
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170
|
*/
|
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157
171
|
export async function handleGetCategory(
|
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|
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|
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|
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|
172
|
+
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params: GetCategoryParams,
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|
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|
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|
+
return await withToolErrorHandling(
|
|
177
|
+
async () => {
|
|
178
|
+
// Use enhanced CacheManager wrap method
|
|
179
|
+
const cacheKey = CacheManager.generateKey(
|
|
180
|
+
CacheKeys.CATEGORIES,
|
|
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|
+
"get",
|
|
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|
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params.budget_id,
|
|
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|
+
params.category_id,
|
|
184
|
+
);
|
|
185
|
+
const wasCached = cacheManager.has(cacheKey);
|
|
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|
+
const category = await cacheManager.wrap<ynab.Category>(cacheKey, {
|
|
187
|
+
ttl: CACHE_TTLS.CATEGORIES,
|
|
188
|
+
loader: async () => {
|
|
189
|
+
const response = await ynabAPI.categories.getCategoryById(
|
|
190
|
+
params.budget_id,
|
|
191
|
+
params.category_id,
|
|
192
|
+
);
|
|
193
|
+
return response.data.category;
|
|
194
|
+
},
|
|
195
|
+
});
|
|
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|
+
return {
|
|
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|
+
content: [
|
|
199
|
+
{
|
|
200
|
+
type: "text",
|
|
201
|
+
text: responseFormatter.format({
|
|
202
|
+
category: {
|
|
203
|
+
id: category.id,
|
|
204
|
+
category_group_id: category.category_group_id,
|
|
205
|
+
name: category.name,
|
|
206
|
+
hidden: category.hidden,
|
|
207
|
+
original_category_group_id: category.original_category_group_id,
|
|
208
|
+
note: category.note,
|
|
209
|
+
budgeted: milliunitsToAmount(category.budgeted),
|
|
210
|
+
activity: milliunitsToAmount(category.activity),
|
|
211
|
+
balance: milliunitsToAmount(category.balance),
|
|
212
|
+
goal_type: category.goal_type,
|
|
213
|
+
goal_creation_month: category.goal_creation_month,
|
|
214
|
+
...convertGoalFields(category),
|
|
215
|
+
goal_target_month: category.goal_target_month,
|
|
216
|
+
goal_percentage_complete: category.goal_percentage_complete,
|
|
217
|
+
},
|
|
218
|
+
cached: wasCached,
|
|
219
|
+
cache_info: wasCached
|
|
220
|
+
? "Data retrieved from cache for improved performance"
|
|
221
|
+
: "Fresh data retrieved from YNAB API",
|
|
222
|
+
}),
|
|
223
|
+
},
|
|
224
|
+
],
|
|
225
|
+
};
|
|
226
|
+
},
|
|
227
|
+
"ynab:get_category",
|
|
228
|
+
"getting category",
|
|
229
|
+
errorHandler,
|
|
230
|
+
);
|
|
215
231
|
}
|
|
216
232
|
|
|
217
233
|
/**
|
|
@@ -219,206 +235,230 @@ export async function handleGetCategory(
|
|
|
219
235
|
* Updates the budgeted amount for a category in the current month
|
|
220
236
|
*/
|
|
221
237
|
export async function handleUpdateCategory(
|
|
222
|
-
|
|
223
|
-
|
|
224
|
-
|
|
225
|
-
|
|
238
|
+
ynabAPI: ynab.API,
|
|
239
|
+
deltaCache: DeltaCache,
|
|
240
|
+
knowledgeStore: ServerKnowledgeStore,
|
|
241
|
+
params: UpdateCategoryParams,
|
|
226
242
|
): Promise<CallToolResult>;
|
|
227
243
|
export async function handleUpdateCategory(
|
|
228
|
-
|
|
229
|
-
|
|
244
|
+
ynabAPI: ynab.API,
|
|
245
|
+
params: UpdateCategoryParams,
|
|
230
246
|
): Promise<CallToolResult>;
|
|
231
247
|
export async function handleUpdateCategory(
|
|
232
|
-
|
|
233
|
-
|
|
234
|
-
|
|
235
|
-
|
|
248
|
+
ynabAPI: ynab.API,
|
|
249
|
+
deltaCacheOrParams: DeltaCache | UpdateCategoryParams,
|
|
250
|
+
knowledgeStoreOrParams?: ServerKnowledgeStore | UpdateCategoryParams,
|
|
251
|
+
maybeParams?: UpdateCategoryParams,
|
|
252
|
+
_errorHandler?: ErrorHandler,
|
|
236
253
|
): Promise<CallToolResult> {
|
|
237
|
-
|
|
238
|
-
|
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239
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+
const { deltaCache, knowledgeStore, params } = resolveDeltaWriteArgs(
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deltaCacheOrParams,
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knowledgeStoreOrParams,
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maybeParams,
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);
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try {
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if (params.dry_run) {
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const currentDate = new Date();
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const currentMonth = `${currentDate.getFullYear()}-${String(currentDate.getMonth() + 1).padStart(2, "0")}-01`;
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return {
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content: [
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{
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type: "text",
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text: responseFormatter.format({
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dry_run: true,
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action: "update_category",
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request: {
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budget_id: params.budget_id,
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category_id: params.category_id,
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budgeted: milliunitsToAmount(params.budgeted),
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month: currentMonth,
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},
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}),
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},
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],
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};
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}
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// Get current month in YNAB format (YYYY-MM-01)
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const currentDate = new Date();
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const currentMonth = `${currentDate.getFullYear()}-${String(currentDate.getMonth() + 1).padStart(2, "0")}-01`;
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284
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-
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-
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285
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+
const response = await ynabAPI.categories.updateMonthCategory(
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+
params.budget_id,
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|
+
currentMonth,
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params.category_id,
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{ category: { budgeted: params.budgeted } },
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|
+
);
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291
|
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275
|
-
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+
const category = response.data.category;
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293
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284
|
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285
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286
|
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287
|
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288
|
-
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289
|
-
|
|
290
|
-
|
|
294
|
+
// Invalidate category-related caches after successful update
|
|
295
|
+
const categoriesListCacheKey = CacheManager.generateKey(
|
|
296
|
+
CacheKeys.CATEGORIES,
|
|
297
|
+
"list",
|
|
298
|
+
params.budget_id,
|
|
299
|
+
);
|
|
300
|
+
const specificCategoryCacheKey = CacheManager.generateKey(
|
|
301
|
+
CacheKeys.CATEGORIES,
|
|
302
|
+
"get",
|
|
303
|
+
params.budget_id,
|
|
304
|
+
params.category_id,
|
|
305
|
+
);
|
|
306
|
+
cacheManager.delete(categoriesListCacheKey);
|
|
307
|
+
cacheManager.delete(specificCategoryCacheKey);
|
|
291
308
|
|
|
292
|
-
|
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293
|
-
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|
294
|
-
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295
|
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296
|
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297
|
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|
298
|
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|
299
|
-
|
|
300
|
-
|
|
301
|
-
|
|
309
|
+
// Invalidate month-related caches as category budget changes affect month data
|
|
310
|
+
const monthsListCacheKey = CacheManager.generateKey(
|
|
311
|
+
CacheKeys.MONTHS,
|
|
312
|
+
"list",
|
|
313
|
+
params.budget_id,
|
|
314
|
+
);
|
|
315
|
+
const currentMonthCacheKey = CacheManager.generateKey(
|
|
316
|
+
CacheKeys.MONTHS,
|
|
317
|
+
"get",
|
|
318
|
+
params.budget_id,
|
|
319
|
+
currentMonth,
|
|
320
|
+
);
|
|
321
|
+
cacheManager.delete(monthsListCacheKey);
|
|
322
|
+
cacheManager.delete(currentMonthCacheKey);
|
|
302
323
|
|
|
303
|
-
|
|
304
|
-
|
|
305
|
-
|
|
306
|
-
|
|
307
|
-
|
|
308
|
-
|
|
309
|
-
|
|
324
|
+
deltaCache.invalidate(params.budget_id, CacheKeys.CATEGORIES);
|
|
325
|
+
deltaCache.invalidate(params.budget_id, CacheKeys.MONTHS);
|
|
326
|
+
const serverKnowledge = response.data.server_knowledge;
|
|
327
|
+
if (typeof serverKnowledge === "number") {
|
|
328
|
+
knowledgeStore.update(categoriesListCacheKey, serverKnowledge);
|
|
329
|
+
knowledgeStore.update(monthsListCacheKey, serverKnowledge);
|
|
330
|
+
}
|
|
310
331
|
|
|
311
|
-
|
|
312
|
-
|
|
313
|
-
|
|
314
|
-
|
|
315
|
-
|
|
316
|
-
|
|
317
|
-
|
|
318
|
-
|
|
319
|
-
|
|
320
|
-
|
|
321
|
-
|
|
322
|
-
|
|
323
|
-
|
|
324
|
-
|
|
325
|
-
|
|
326
|
-
|
|
327
|
-
|
|
328
|
-
|
|
329
|
-
|
|
330
|
-
|
|
331
|
-
|
|
332
|
-
|
|
333
|
-
|
|
334
|
-
|
|
335
|
-
|
|
336
|
-
|
|
337
|
-
|
|
338
|
-
|
|
339
|
-
|
|
332
|
+
return {
|
|
333
|
+
content: [
|
|
334
|
+
{
|
|
335
|
+
type: "text",
|
|
336
|
+
text: responseFormatter.format({
|
|
337
|
+
category: {
|
|
338
|
+
id: category.id,
|
|
339
|
+
category_group_id: category.category_group_id,
|
|
340
|
+
name: category.name,
|
|
341
|
+
hidden: category.hidden,
|
|
342
|
+
original_category_group_id: category.original_category_group_id,
|
|
343
|
+
note: category.note,
|
|
344
|
+
budgeted: milliunitsToAmount(category.budgeted),
|
|
345
|
+
activity: milliunitsToAmount(category.activity),
|
|
346
|
+
balance: milliunitsToAmount(category.balance),
|
|
347
|
+
goal_type: category.goal_type,
|
|
348
|
+
goal_creation_month: category.goal_creation_month,
|
|
349
|
+
...convertGoalFields(category),
|
|
350
|
+
goal_target_month: category.goal_target_month,
|
|
351
|
+
goal_percentage_complete: category.goal_percentage_complete,
|
|
352
|
+
},
|
|
353
|
+
updated_month: currentMonth,
|
|
354
|
+
}),
|
|
355
|
+
},
|
|
356
|
+
],
|
|
357
|
+
};
|
|
358
|
+
} catch (error) {
|
|
359
|
+
return handleCategoryError(error, "Failed to update category");
|
|
360
|
+
}
|
|
340
361
|
}
|
|
341
362
|
|
|
342
363
|
/**
|
|
343
364
|
* Registers all category-related tools with the registry.
|
|
344
365
|
*/
|
|
345
366
|
export const registerCategoryTools: ToolFactory = (registry, context) => {
|
|
346
|
-
|
|
347
|
-
|
|
367
|
+
const { adapt, adaptWithDelta, adaptWrite } = createAdapters(context);
|
|
368
|
+
const budgetResolver = createBudgetResolver(context);
|
|
348
369
|
|
|
349
|
-
|
|
350
|
-
|
|
351
|
-
|
|
352
|
-
|
|
353
|
-
|
|
354
|
-
|
|
355
|
-
|
|
356
|
-
|
|
357
|
-
|
|
358
|
-
|
|
359
|
-
|
|
360
|
-
|
|
361
|
-
|
|
370
|
+
registry.register({
|
|
371
|
+
name: "list_categories",
|
|
372
|
+
description: "List all categories for a specific budget",
|
|
373
|
+
inputSchema: ListCategoriesSchema,
|
|
374
|
+
handler: adaptWithDelta(handleListCategories),
|
|
375
|
+
defaultArgumentResolver: budgetResolver<ListCategoriesParams>(),
|
|
376
|
+
metadata: {
|
|
377
|
+
annotations: {
|
|
378
|
+
...ToolAnnotationPresets.READ_ONLY_EXTERNAL,
|
|
379
|
+
title: "YNAB: List Categories",
|
|
380
|
+
},
|
|
381
|
+
},
|
|
382
|
+
});
|
|
362
383
|
|
|
363
|
-
|
|
364
|
-
|
|
365
|
-
|
|
366
|
-
|
|
367
|
-
|
|
368
|
-
|
|
369
|
-
|
|
370
|
-
|
|
371
|
-
|
|
372
|
-
|
|
373
|
-
|
|
374
|
-
|
|
375
|
-
|
|
384
|
+
registry.register({
|
|
385
|
+
name: "get_category",
|
|
386
|
+
description: "Get detailed information for a specific category",
|
|
387
|
+
inputSchema: GetCategorySchema,
|
|
388
|
+
handler: adapt(handleGetCategory),
|
|
389
|
+
defaultArgumentResolver: budgetResolver<GetCategoryParams>(),
|
|
390
|
+
metadata: {
|
|
391
|
+
annotations: {
|
|
392
|
+
...ToolAnnotationPresets.READ_ONLY_EXTERNAL,
|
|
393
|
+
title: "YNAB: Get Category Details",
|
|
394
|
+
},
|
|
395
|
+
},
|
|
396
|
+
});
|
|
376
397
|
|
|
377
|
-
|
|
378
|
-
|
|
379
|
-
|
|
380
|
-
|
|
381
|
-
|
|
382
|
-
|
|
383
|
-
|
|
384
|
-
|
|
385
|
-
|
|
386
|
-
|
|
387
|
-
|
|
388
|
-
|
|
389
|
-
|
|
398
|
+
registry.register({
|
|
399
|
+
name: "update_category",
|
|
400
|
+
description:
|
|
401
|
+
"Update the budgeted amount for a category in the current month",
|
|
402
|
+
inputSchema: UpdateCategorySchema,
|
|
403
|
+
handler: adaptWrite(handleUpdateCategory),
|
|
404
|
+
defaultArgumentResolver: budgetResolver<UpdateCategoryParams>(),
|
|
405
|
+
metadata: {
|
|
406
|
+
annotations: {
|
|
407
|
+
...ToolAnnotationPresets.WRITE_EXTERNAL_UPDATE,
|
|
408
|
+
title: "YNAB: Update Category Budget",
|
|
409
|
+
},
|
|
410
|
+
},
|
|
411
|
+
});
|
|
390
412
|
};
|
|
391
413
|
|
|
392
414
|
/**
|
|
393
415
|
* Handles errors from category-related API calls
|
|
394
416
|
*/
|
|
395
|
-
function handleCategoryError(
|
|
396
|
-
|
|
417
|
+
function handleCategoryError(
|
|
418
|
+
error: unknown,
|
|
419
|
+
defaultMessage: string,
|
|
420
|
+
): CallToolResult {
|
|
421
|
+
let errorMessage = defaultMessage;
|
|
397
422
|
|
|
398
|
-
|
|
399
|
-
|
|
400
|
-
|
|
401
|
-
|
|
402
|
-
|
|
403
|
-
|
|
404
|
-
|
|
405
|
-
|
|
406
|
-
|
|
407
|
-
|
|
408
|
-
|
|
409
|
-
|
|
410
|
-
|
|
423
|
+
if (error instanceof Error) {
|
|
424
|
+
if (
|
|
425
|
+
error.message.includes("401") ||
|
|
426
|
+
error.message.includes("Unauthorized")
|
|
427
|
+
) {
|
|
428
|
+
errorMessage = "Invalid or expired YNAB access token";
|
|
429
|
+
} else if (
|
|
430
|
+
error.message.includes("403") ||
|
|
431
|
+
error.message.includes("Forbidden")
|
|
432
|
+
) {
|
|
433
|
+
errorMessage = "Insufficient permissions to access YNAB data";
|
|
434
|
+
} else if (
|
|
435
|
+
error.message.includes("404") ||
|
|
436
|
+
error.message.includes("Not Found")
|
|
437
|
+
) {
|
|
438
|
+
errorMessage = "Budget or category not found";
|
|
439
|
+
} else if (
|
|
440
|
+
error.message.includes("429") ||
|
|
441
|
+
error.message.includes("Too Many Requests")
|
|
442
|
+
) {
|
|
443
|
+
errorMessage = "Rate limit exceeded. Please try again later";
|
|
444
|
+
} else if (
|
|
445
|
+
error.message.includes("500") ||
|
|
446
|
+
error.message.includes("Internal Server Error")
|
|
447
|
+
) {
|
|
448
|
+
errorMessage = "YNAB service is currently unavailable";
|
|
449
|
+
}
|
|
450
|
+
}
|
|
411
451
|
|
|
412
|
-
|
|
413
|
-
|
|
414
|
-
|
|
415
|
-
|
|
416
|
-
|
|
417
|
-
|
|
418
|
-
|
|
419
|
-
|
|
420
|
-
|
|
421
|
-
|
|
422
|
-
|
|
423
|
-
|
|
452
|
+
return {
|
|
453
|
+
content: [
|
|
454
|
+
{
|
|
455
|
+
type: "text",
|
|
456
|
+
text: responseFormatter.format({
|
|
457
|
+
error: {
|
|
458
|
+
message: errorMessage,
|
|
459
|
+
},
|
|
460
|
+
}),
|
|
461
|
+
},
|
|
462
|
+
],
|
|
463
|
+
};
|
|
424
464
|
}
|