@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
@@ -1,278 +1,299 @@
1
- import * as ynab from 'ynab';
2
- import { DeltaCache, type DeltaFetchResult } from '../server/deltaCache.js';
1
+ import type * as ynab from "ynab";
2
+ import { CACHE_TTLS, CacheManager } from "../server/cacheManager.js";
3
+ import type { DeltaCache, DeltaFetchResult } from "../server/deltaCache.js";
3
4
  import {
4
- mergeFlatEntities,
5
- mergeCategories,
6
- mergeTransactions,
7
- mergeMonths,
8
- } from '../server/deltaCache.merge.js';
9
- import { CacheManager, CACHE_TTLS } from '../server/cacheManager.js';
5
+ mergeCategories,
6
+ mergeFlatEntities,
7
+ mergeMonths,
8
+ mergeTransactions,
9
+ } from "../server/deltaCache.merge.js";
10
10
 
11
11
  export interface DeltaFetchOptions {
12
- forceFullRefresh?: boolean;
13
- ttl?: number;
12
+ forceFullRefresh?: boolean;
13
+ ttl?: number;
14
14
  }
15
15
 
16
16
  export class DeltaFetcher {
17
- constructor(
18
- private readonly ynabAPI: ynab.API,
19
- private readonly deltaCache: DeltaCache,
20
- ) {}
17
+ constructor(
18
+ private readonly ynabAPI: ynab.API,
19
+ private readonly deltaCache: DeltaCache,
20
+ ) {}
21
21
 
22
- async fetchAccounts(
23
- budgetId: string,
24
- options?: DeltaFetchOptions,
25
- ): Promise<DeltaFetchResult<ynab.Account>> {
26
- const cacheKey = CacheManager.generateKey('accounts', 'list', budgetId);
27
- return await this.deltaCache.fetchWithDelta<ynab.Account>(
28
- cacheKey,
29
- budgetId,
30
- async (lastKnowledge?: number) => {
31
- const response =
32
- lastKnowledge !== undefined
33
- ? await this.ynabAPI.accounts.getAccounts(budgetId, lastKnowledge)
34
- : await this.ynabAPI.accounts.getAccounts(budgetId);
35
- return {
36
- data: response.data.accounts,
37
- serverKnowledge: response.data.server_knowledge ?? 0,
38
- };
39
- },
40
- mergeFlatEntities,
41
- this.buildDeltaOptions(CACHE_TTLS.ACCOUNTS, options),
42
- );
43
- }
22
+ async fetchAccounts(
23
+ budgetId: string,
24
+ options?: DeltaFetchOptions,
25
+ ): Promise<DeltaFetchResult<ynab.Account>> {
26
+ const cacheKey = CacheManager.generateKey("accounts", "list", budgetId);
27
+ return await this.deltaCache.fetchWithDelta<ynab.Account>(
28
+ cacheKey,
29
+ budgetId,
30
+ async (lastKnowledge?: number) => {
31
+ const response =
32
+ lastKnowledge !== undefined
33
+ ? await this.ynabAPI.accounts.getAccounts(budgetId, lastKnowledge)
34
+ : await this.ynabAPI.accounts.getAccounts(budgetId);
35
+ return {
36
+ data: response.data.accounts,
37
+ serverKnowledge: response.data.server_knowledge ?? 0,
38
+ };
39
+ },
40
+ mergeFlatEntities,
41
+ this.buildDeltaOptions(CACHE_TTLS.ACCOUNTS, options),
42
+ );
43
+ }
44
44
 
45
- async fetchCategories(
46
- budgetId: string,
47
- options?: DeltaFetchOptions,
48
- ): Promise<DeltaFetchResult<ynab.CategoryGroupWithCategories>> {
49
- const cacheKey = CacheManager.generateKey('categories', 'list', budgetId);
50
- return await this.deltaCache.fetchWithDelta<ynab.CategoryGroupWithCategories>(
51
- cacheKey,
52
- budgetId,
53
- async (lastKnowledge?: number) => {
54
- const response =
55
- lastKnowledge !== undefined
56
- ? await this.ynabAPI.categories.getCategories(budgetId, lastKnowledge)
57
- : await this.ynabAPI.categories.getCategories(budgetId);
58
- return {
59
- data: response.data.category_groups,
60
- serverKnowledge: response.data.server_knowledge ?? 0,
61
- };
62
- },
63
- mergeCategories,
64
- this.buildDeltaOptions(CACHE_TTLS.CATEGORIES, options),
65
- );
66
- }
45
+ async fetchCategories(
46
+ budgetId: string,
47
+ options?: DeltaFetchOptions,
48
+ ): Promise<DeltaFetchResult<ynab.CategoryGroupWithCategories>> {
49
+ const cacheKey = CacheManager.generateKey("categories", "list", budgetId);
50
+ return await this.deltaCache.fetchWithDelta<ynab.CategoryGroupWithCategories>(
51
+ cacheKey,
52
+ budgetId,
53
+ async (lastKnowledge?: number) => {
54
+ const response =
55
+ lastKnowledge !== undefined
56
+ ? await this.ynabAPI.categories.getCategories(
57
+ budgetId,
58
+ lastKnowledge,
59
+ )
60
+ : await this.ynabAPI.categories.getCategories(budgetId);
61
+ return {
62
+ data: response.data.category_groups,
63
+ serverKnowledge: response.data.server_knowledge ?? 0,
64
+ };
65
+ },
66
+ mergeCategories,
67
+ this.buildDeltaOptions(CACHE_TTLS.CATEGORIES, options),
68
+ );
69
+ }
67
70
 
68
- async fetchTransactions(
69
- budgetId: string,
70
- sinceDate?: string,
71
- type?: ynab.GetTransactionsTypeEnum,
72
- options?: DeltaFetchOptions,
73
- ): Promise<DeltaFetchResult<ynab.TransactionDetail>> {
74
- const normalizedSince = sinceDate ?? 'all';
75
- const normalizedType = type ?? 'all';
76
- const cacheKey = CacheManager.generateKey(
77
- 'transactions',
78
- 'list',
79
- budgetId,
80
- normalizedSince,
81
- normalizedType,
82
- );
83
- return await this.deltaCache.fetchWithDelta<ynab.TransactionDetail>(
84
- cacheKey,
85
- budgetId,
86
- async (lastKnowledge?: number) => {
87
- const response = await this.ynabAPI.transactions.getTransactions(
88
- budgetId,
89
- sinceDate,
90
- type,
91
- lastKnowledge,
92
- );
93
- return {
94
- data: response.data.transactions,
95
- serverKnowledge: response.data.server_knowledge ?? 0,
96
- };
97
- },
98
- mergeTransactions,
99
- this.buildDeltaOptions(CACHE_TTLS.TRANSACTIONS, options),
100
- );
101
- }
71
+ async fetchTransactions(
72
+ budgetId: string,
73
+ sinceDate?: string,
74
+ type?: ynab.GetTransactionsTypeEnum,
75
+ options?: DeltaFetchOptions,
76
+ ): Promise<DeltaFetchResult<ynab.TransactionDetail>> {
77
+ const normalizedSince = sinceDate ?? "all";
78
+ const normalizedType = type ?? "all";
79
+ const cacheKey = CacheManager.generateKey(
80
+ "transactions",
81
+ "list",
82
+ budgetId,
83
+ normalizedSince,
84
+ normalizedType,
85
+ );
86
+ return await this.deltaCache.fetchWithDelta<ynab.TransactionDetail>(
87
+ cacheKey,
88
+ budgetId,
89
+ async (lastKnowledge?: number) => {
90
+ const response = await this.ynabAPI.transactions.getTransactions(
91
+ budgetId,
92
+ sinceDate,
93
+ type,
94
+ lastKnowledge,
95
+ );
96
+ return {
97
+ data: response.data.transactions,
98
+ serverKnowledge: response.data.server_knowledge ?? 0,
99
+ };
100
+ },
101
+ mergeTransactions,
102
+ this.buildDeltaOptions(CACHE_TTLS.TRANSACTIONS, options),
103
+ );
104
+ }
102
105
 
103
- async fetchTransactionsByAccount(
104
- budgetId: string,
105
- accountId: string,
106
- sinceDate?: string,
107
- options?: DeltaFetchOptions,
108
- ): Promise<DeltaFetchResult<ynab.TransactionDetail>> {
109
- const normalizedSince = sinceDate ?? 'all';
110
- const cacheKey = CacheManager.generateKey(
111
- 'transactions',
112
- 'account',
113
- budgetId,
114
- accountId,
115
- normalizedSince,
116
- );
117
- return await this.deltaCache.fetchWithDelta<ynab.TransactionDetail>(
118
- cacheKey,
119
- budgetId,
120
- async (lastKnowledge?: number) => {
121
- const response = await this.ynabAPI.transactions.getTransactionsByAccount(
122
- budgetId,
123
- accountId,
124
- sinceDate,
125
- undefined,
126
- lastKnowledge,
127
- );
128
- return {
129
- data: response.data.transactions,
130
- serverKnowledge: response.data.server_knowledge ?? 0,
131
- };
132
- },
133
- mergeTransactions,
134
- this.buildDeltaOptions(CACHE_TTLS.TRANSACTIONS, options),
135
- );
136
- }
106
+ async fetchTransactionsByAccount(
107
+ budgetId: string,
108
+ accountId: string,
109
+ sinceDate?: string,
110
+ options?: DeltaFetchOptions,
111
+ ): Promise<DeltaFetchResult<ynab.TransactionDetail>> {
112
+ const normalizedSince = sinceDate ?? "all";
113
+ const cacheKey = CacheManager.generateKey(
114
+ "transactions",
115
+ "account",
116
+ budgetId,
117
+ accountId,
118
+ normalizedSince,
119
+ );
120
+ return await this.deltaCache.fetchWithDelta<ynab.TransactionDetail>(
121
+ cacheKey,
122
+ budgetId,
123
+ async (lastKnowledge?: number) => {
124
+ const response =
125
+ await this.ynabAPI.transactions.getTransactionsByAccount(
126
+ budgetId,
127
+ accountId,
128
+ sinceDate,
129
+ undefined,
130
+ lastKnowledge,
131
+ );
132
+ return {
133
+ data: response.data.transactions,
134
+ serverKnowledge: response.data.server_knowledge ?? 0,
135
+ };
136
+ },
137
+ mergeTransactions,
138
+ this.buildDeltaOptions(CACHE_TTLS.TRANSACTIONS, options),
139
+ );
140
+ }
137
141
 
138
- async fetchAccountsFull(budgetId: string): Promise<DeltaFetchResult<ynab.Account>> {
139
- const response = await this.ynabAPI.accounts.getAccounts(budgetId);
140
- const accounts = response.data.accounts.filter((account) => !account.deleted);
141
- return {
142
- data: accounts,
143
- wasCached: false,
144
- usedDelta: false,
145
- serverKnowledge: response.data.server_knowledge ?? 0,
146
- };
147
- }
142
+ async fetchAccountsFull(
143
+ budgetId: string,
144
+ ): Promise<DeltaFetchResult<ynab.Account>> {
145
+ const response = await this.ynabAPI.accounts.getAccounts(budgetId);
146
+ const accounts = response.data.accounts.filter(
147
+ (account) => !account.deleted,
148
+ );
149
+ return {
150
+ data: accounts,
151
+ wasCached: false,
152
+ usedDelta: false,
153
+ serverKnowledge: response.data.server_knowledge ?? 0,
154
+ };
155
+ }
148
156
 
149
- async fetchTransactionsByAccountFull(
150
- budgetId: string,
151
- accountId: string,
152
- sinceDate?: string,
153
- ): Promise<DeltaFetchResult<ynab.TransactionDetail>> {
154
- const response = await this.ynabAPI.transactions.getTransactionsByAccount(
155
- budgetId,
156
- accountId,
157
- sinceDate,
158
- );
159
- const transactions = response.data.transactions.filter((transaction) => !transaction.deleted);
160
- return {
161
- data: transactions,
162
- wasCached: false,
163
- usedDelta: false,
164
- serverKnowledge: response.data.server_knowledge ?? 0,
165
- };
166
- }
157
+ async fetchTransactionsByAccountFull(
158
+ budgetId: string,
159
+ accountId: string,
160
+ sinceDate?: string,
161
+ ): Promise<DeltaFetchResult<ynab.TransactionDetail>> {
162
+ const response = await this.ynabAPI.transactions.getTransactionsByAccount(
163
+ budgetId,
164
+ accountId,
165
+ sinceDate,
166
+ );
167
+ const transactions = response.data.transactions.filter(
168
+ (transaction) => !transaction.deleted,
169
+ );
170
+ return {
171
+ data: transactions,
172
+ wasCached: false,
173
+ usedDelta: false,
174
+ serverKnowledge: response.data.server_knowledge ?? 0,
175
+ };
176
+ }
167
177
 
168
- async fetchScheduledTransactions(
169
- budgetId: string,
170
- options?: DeltaFetchOptions,
171
- ): Promise<DeltaFetchResult<ynab.ScheduledTransactionDetail>> {
172
- const cacheKey = CacheManager.generateKey('scheduled_transactions', 'list', budgetId);
173
- return await this.deltaCache.fetchWithDelta<ynab.ScheduledTransactionDetail>(
174
- cacheKey,
175
- budgetId,
176
- async (lastKnowledge?: number) => {
177
- const response =
178
- lastKnowledge !== undefined
179
- ? await this.ynabAPI.scheduledTransactions.getScheduledTransactions(
180
- budgetId,
181
- lastKnowledge,
182
- )
183
- : await this.ynabAPI.scheduledTransactions.getScheduledTransactions(budgetId);
184
- return {
185
- data: response.data.scheduled_transactions,
186
- serverKnowledge: response.data.server_knowledge ?? 0,
187
- };
188
- },
189
- mergeFlatEntities,
190
- this.buildDeltaOptions(CACHE_TTLS.SCHEDULED_TRANSACTIONS, options),
191
- );
192
- }
178
+ async fetchScheduledTransactions(
179
+ budgetId: string,
180
+ options?: DeltaFetchOptions,
181
+ ): Promise<DeltaFetchResult<ynab.ScheduledTransactionDetail>> {
182
+ const cacheKey = CacheManager.generateKey(
183
+ "scheduled_transactions",
184
+ "list",
185
+ budgetId,
186
+ );
187
+ return await this.deltaCache.fetchWithDelta<ynab.ScheduledTransactionDetail>(
188
+ cacheKey,
189
+ budgetId,
190
+ async (lastKnowledge?: number) => {
191
+ const response =
192
+ lastKnowledge !== undefined
193
+ ? await this.ynabAPI.scheduledTransactions.getScheduledTransactions(
194
+ budgetId,
195
+ lastKnowledge,
196
+ )
197
+ : await this.ynabAPI.scheduledTransactions.getScheduledTransactions(
198
+ budgetId,
199
+ );
200
+ return {
201
+ data: response.data.scheduled_transactions,
202
+ serverKnowledge: response.data.server_knowledge ?? 0,
203
+ };
204
+ },
205
+ mergeFlatEntities,
206
+ this.buildDeltaOptions(CACHE_TTLS.SCHEDULED_TRANSACTIONS, options),
207
+ );
208
+ }
193
209
 
194
- async fetchPayees(
195
- budgetId: string,
196
- options?: DeltaFetchOptions,
197
- ): Promise<DeltaFetchResult<ynab.Payee>> {
198
- const cacheKey = CacheManager.generateKey('payees', 'list', budgetId);
199
- return await this.deltaCache.fetchWithDelta<ynab.Payee>(
200
- cacheKey,
201
- budgetId,
202
- async (lastKnowledge?: number) => {
203
- const response =
204
- lastKnowledge !== undefined
205
- ? await this.ynabAPI.payees.getPayees(budgetId, lastKnowledge)
206
- : await this.ynabAPI.payees.getPayees(budgetId);
207
- return {
208
- data: response.data.payees,
209
- serverKnowledge: response.data.server_knowledge ?? 0,
210
- };
211
- },
212
- mergeFlatEntities,
213
- this.buildDeltaOptions(CACHE_TTLS.PAYEES, options),
214
- );
215
- }
210
+ async fetchPayees(
211
+ budgetId: string,
212
+ options?: DeltaFetchOptions,
213
+ ): Promise<DeltaFetchResult<ynab.Payee>> {
214
+ const cacheKey = CacheManager.generateKey("payees", "list", budgetId);
215
+ return await this.deltaCache.fetchWithDelta<ynab.Payee>(
216
+ cacheKey,
217
+ budgetId,
218
+ async (lastKnowledge?: number) => {
219
+ const response =
220
+ lastKnowledge !== undefined
221
+ ? await this.ynabAPI.payees.getPayees(budgetId, lastKnowledge)
222
+ : await this.ynabAPI.payees.getPayees(budgetId);
223
+ return {
224
+ data: response.data.payees,
225
+ serverKnowledge: response.data.server_knowledge ?? 0,
226
+ };
227
+ },
228
+ mergeFlatEntities,
229
+ this.buildDeltaOptions(CACHE_TTLS.PAYEES, options),
230
+ );
231
+ }
216
232
 
217
- async fetchMonths(
218
- budgetId: string,
219
- options?: DeltaFetchOptions,
220
- ): Promise<DeltaFetchResult<ynab.MonthSummary>> {
221
- const cacheKey = CacheManager.generateKey('months', 'list', budgetId);
222
- return await this.deltaCache.fetchWithDelta<ynab.MonthSummary>(
223
- cacheKey,
224
- budgetId,
225
- async (lastKnowledge?: number) => {
226
- const response =
227
- lastKnowledge !== undefined
228
- ? await this.ynabAPI.months.getBudgetMonths(budgetId, lastKnowledge)
229
- : await this.ynabAPI.months.getBudgetMonths(budgetId);
230
- return {
231
- data: response.data.months,
232
- serverKnowledge: response.data.server_knowledge ?? 0,
233
- };
234
- },
235
- mergeMonths,
236
- this.buildDeltaOptions(CACHE_TTLS.MONTHS, options),
237
- );
238
- }
233
+ async fetchMonths(
234
+ budgetId: string,
235
+ options?: DeltaFetchOptions,
236
+ ): Promise<DeltaFetchResult<ynab.MonthSummary>> {
237
+ const cacheKey = CacheManager.generateKey("months", "list", budgetId);
238
+ return await this.deltaCache.fetchWithDelta<ynab.MonthSummary>(
239
+ cacheKey,
240
+ budgetId,
241
+ async (lastKnowledge?: number) => {
242
+ const response =
243
+ lastKnowledge !== undefined
244
+ ? await this.ynabAPI.months.getBudgetMonths(budgetId, lastKnowledge)
245
+ : await this.ynabAPI.months.getBudgetMonths(budgetId);
246
+ return {
247
+ data: response.data.months,
248
+ serverKnowledge: response.data.server_knowledge ?? 0,
249
+ };
250
+ },
251
+ mergeMonths,
252
+ this.buildDeltaOptions(CACHE_TTLS.MONTHS, options),
253
+ );
254
+ }
239
255
 
240
- async fetchBudgets(options?: DeltaFetchOptions): Promise<DeltaFetchResult<ynab.BudgetSummary>> {
241
- const cacheKey = CacheManager.generateKey('budgets', 'list');
242
- const result = await this.deltaCache.fetchWithDelta<ynab.BudgetSummary & { deleted?: boolean }>(
243
- cacheKey,
244
- 'global',
245
- async () => {
246
- const response = await this.ynabAPI.budgets.getBudgets();
247
- const serverKnowledge =
248
- (response.data as { server_knowledge?: number }).server_knowledge ?? 0;
249
- return {
250
- data: response.data.budgets,
251
- serverKnowledge,
252
- };
253
- },
254
- mergeFlatEntities,
255
- {
256
- ttl: options?.ttl ?? CACHE_TTLS.BUDGETS,
257
- // TODO: Support delta responses when merge logic can handle nested objects safely.
258
- forceFullRefresh: true,
259
- },
260
- );
261
- return {
262
- ...result,
263
- data: result.data as ynab.BudgetSummary[],
264
- };
265
- }
256
+ async fetchBudgets(
257
+ options?: DeltaFetchOptions,
258
+ ): Promise<DeltaFetchResult<ynab.BudgetSummary>> {
259
+ const cacheKey = CacheManager.generateKey("budgets", "list");
260
+ const result = await this.deltaCache.fetchWithDelta<
261
+ ynab.BudgetSummary & { deleted?: boolean }
262
+ >(
263
+ cacheKey,
264
+ "global",
265
+ async () => {
266
+ const response = await this.ynabAPI.budgets.getBudgets();
267
+ const serverKnowledge =
268
+ (response.data as { server_knowledge?: number }).server_knowledge ??
269
+ 0;
270
+ return {
271
+ data: response.data.budgets,
272
+ serverKnowledge,
273
+ };
274
+ },
275
+ mergeFlatEntities,
276
+ {
277
+ ttl: options?.ttl ?? CACHE_TTLS.BUDGETS,
278
+ // TODO: Support delta responses when merge logic can handle nested objects safely.
279
+ forceFullRefresh: true,
280
+ },
281
+ );
282
+ return {
283
+ ...result,
284
+ data: result.data as ynab.BudgetSummary[],
285
+ };
286
+ }
266
287
 
267
- private buildDeltaOptions(
268
- defaultTtl: number,
269
- options?: DeltaFetchOptions,
270
- ): { ttl: number; forceFullRefresh?: boolean } {
271
- return {
272
- ttl: options?.ttl ?? defaultTtl,
273
- ...(options?.forceFullRefresh !== undefined && {
274
- forceFullRefresh: options.forceFullRefresh,
275
- }),
276
- };
277
- }
288
+ private buildDeltaOptions(
289
+ defaultTtl: number,
290
+ options?: DeltaFetchOptions,
291
+ ): { ttl: number; forceFullRefresh?: boolean } {
292
+ return {
293
+ ttl: options?.ttl ?? defaultTtl,
294
+ ...(options?.forceFullRefresh !== undefined && {
295
+ forceFullRefresh: options.forceFullRefresh,
296
+ }),
297
+ };
298
+ }
278
299
  }