@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
package/src/tools/monthTools.ts
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import type { DeltaFetcher } from "./deltaFetcher.js";
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import { resolveDeltaFetcherArgs } from "./deltaSupport.js";
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import { ToolAnnotationPresets } from "./toolCategories.js";
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/**
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* Schema for ynab:get_month tool parameters
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export const GetMonthSchema = z
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.object({
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budget_id: z.string().min(1, "Budget ID is required"),
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month: z
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.string()
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.regex(/^\d{4}-\d{2}-\d{2}$/, "Month must be in YYYY-MM-DD format"),
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})
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.strict();
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export type GetMonthParams = z.infer<typeof GetMonthSchema>;
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* Schema for ynab:list_months tool parameters
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export const ListMonthsSchema = z
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.object({
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})
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.strict();
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export type ListMonthsParams = z.infer<typeof ListMonthsSchema>;
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* Gets budget data for a specific month
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*/
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export async function handleGetMonth(
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ynabAPI: ynab.API,
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params: GetMonthParams,
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errorHandler?: ErrorHandler,
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): Promise<CallToolResult> {
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return await withToolErrorHandling(
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async () => {
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// Always use cache
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const cacheKey = CacheManager.generateKey(
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CacheKeys.MONTHS,
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"get",
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params.budget_id,
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params.month,
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);
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const wasCached = cacheManager.has(cacheKey);
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const month = await cacheManager.wrap<ynab.MonthDetail>(cacheKey, {
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ttl: CACHE_TTLS.MONTHS,
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loader: async () => {
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const response = await ynabAPI.months.getBudgetMonth(
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params.budget_id,
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params.month,
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);
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return response.data.month;
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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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month: {
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month: month.month,
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note: month.note,
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income: milliunitsToAmount(month.income),
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budgeted: milliunitsToAmount(month.budgeted),
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activity: milliunitsToAmount(month.activity),
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to_be_budgeted: milliunitsToAmount(month.to_be_budgeted),
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age_of_money: month.age_of_money,
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deleted: month.deleted,
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categories: month.categories?.map((category) => ({
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id: category.id,
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category_group_id: category.category_group_id,
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category_group_name: category.category_group_name,
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name: category.name,
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hidden: category.hidden,
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original_category_group_id:
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category.original_category_group_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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goal_creation_month: category.goal_creation_month,
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goal_target: category.goal_target,
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goal_target_month: category.goal_target_month,
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|
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goal_percentage_complete: category.goal_percentage_complete,
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+
goal_months_to_budget: category.goal_months_to_budget,
|
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|
+
goal_under_funded: category.goal_under_funded,
|
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|
+
goal_overall_funded: category.goal_overall_funded,
|
|
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|
+
goal_overall_left: category.goal_overall_left,
|
|
110
|
+
deleted: category.deleted,
|
|
111
|
+
})),
|
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112
|
+
},
|
|
113
|
+
cached: wasCached,
|
|
114
|
+
cache_info: wasCached
|
|
115
|
+
? "Data retrieved from cache for improved performance"
|
|
116
|
+
: "Fresh data retrieved from YNAB API",
|
|
117
|
+
}),
|
|
118
|
+
},
|
|
119
|
+
],
|
|
120
|
+
};
|
|
121
|
+
},
|
|
122
|
+
"ynab:get_month",
|
|
123
|
+
"getting month data",
|
|
124
|
+
errorHandler,
|
|
125
|
+
);
|
|
113
126
|
}
|
|
114
127
|
|
|
115
128
|
/**
|
|
@@ -117,93 +130,95 @@ export async function handleGetMonth(
|
|
|
117
130
|
* Lists all months summary data for a budget
|
|
118
131
|
*/
|
|
119
132
|
export async function handleListMonths(
|
|
120
|
-
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121
|
-
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|
122
|
-
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|
133
|
+
ynabAPI: ynab.API,
|
|
134
|
+
deltaFetcher: DeltaFetcher,
|
|
135
|
+
params: ListMonthsParams,
|
|
123
136
|
): Promise<CallToolResult>;
|
|
124
137
|
export async function handleListMonths(
|
|
125
|
-
|
|
126
|
-
|
|
138
|
+
ynabAPI: ynab.API,
|
|
139
|
+
params: ListMonthsParams,
|
|
127
140
|
): Promise<CallToolResult>;
|
|
128
141
|
export async function handleListMonths(
|
|
129
|
-
|
|
130
|
-
|
|
131
|
-
|
|
142
|
+
ynabAPI: ynab.API,
|
|
143
|
+
deltaFetcherOrParams: DeltaFetcher | ListMonthsParams,
|
|
144
|
+
maybeParams?: ListMonthsParams,
|
|
145
|
+
errorHandler?: ErrorHandler,
|
|
132
146
|
): Promise<CallToolResult> {
|
|
133
|
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|
142
|
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|
143
|
-
|
|
144
|
-
|
|
147
|
+
const { deltaFetcher, params } = resolveDeltaFetcherArgs(
|
|
148
|
+
ynabAPI,
|
|
149
|
+
deltaFetcherOrParams,
|
|
150
|
+
maybeParams,
|
|
151
|
+
);
|
|
152
|
+
return await withToolErrorHandling(
|
|
153
|
+
async () => {
|
|
154
|
+
// Always use cache
|
|
155
|
+
const result = await deltaFetcher.fetchMonths(params.budget_id);
|
|
156
|
+
const months = result.data;
|
|
157
|
+
const wasCached = result.wasCached;
|
|
158
|
+
const usedDelta = result.usedDelta;
|
|
145
159
|
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146
|
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|
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|
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171
|
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172
|
-
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|
+
return {
|
|
161
|
+
content: [
|
|
162
|
+
{
|
|
163
|
+
type: "text",
|
|
164
|
+
text: responseFormatter.format({
|
|
165
|
+
months: months.map((month) => ({
|
|
166
|
+
month: month.month,
|
|
167
|
+
note: month.note,
|
|
168
|
+
income: milliunitsToAmount(month.income),
|
|
169
|
+
budgeted: milliunitsToAmount(month.budgeted),
|
|
170
|
+
activity: milliunitsToAmount(month.activity),
|
|
171
|
+
to_be_budgeted: milliunitsToAmount(month.to_be_budgeted),
|
|
172
|
+
age_of_money: month.age_of_money,
|
|
173
|
+
deleted: month.deleted,
|
|
174
|
+
})),
|
|
175
|
+
cached: wasCached,
|
|
176
|
+
cache_info: wasCached
|
|
177
|
+
? `Data retrieved from cache for improved performance${usedDelta ? " (delta merge applied)" : ""}`
|
|
178
|
+
: "Fresh data retrieved from YNAB API",
|
|
179
|
+
}),
|
|
180
|
+
},
|
|
181
|
+
],
|
|
182
|
+
};
|
|
183
|
+
},
|
|
184
|
+
"ynab:list_months",
|
|
185
|
+
"listing months",
|
|
186
|
+
errorHandler,
|
|
187
|
+
);
|
|
173
188
|
}
|
|
174
189
|
|
|
175
190
|
/**
|
|
176
191
|
* Registers all month-related tools with the registry.
|
|
177
192
|
*/
|
|
178
193
|
export const registerMonthTools: ToolFactory = (registry, context) => {
|
|
179
|
-
|
|
180
|
-
|
|
194
|
+
const { adapt, adaptWithDelta } = createAdapters(context);
|
|
195
|
+
const budgetResolver = createBudgetResolver(context);
|
|
181
196
|
|
|
182
|
-
|
|
183
|
-
|
|
184
|
-
|
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185
|
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|
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186
|
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|
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187
|
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|
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188
|
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189
|
-
|
|
190
|
-
|
|
191
|
-
|
|
192
|
-
|
|
193
|
-
|
|
194
|
-
|
|
197
|
+
registry.register({
|
|
198
|
+
name: "get_month",
|
|
199
|
+
description: "Get budget data for a specific month",
|
|
200
|
+
inputSchema: GetMonthSchema,
|
|
201
|
+
handler: adapt(handleGetMonth),
|
|
202
|
+
defaultArgumentResolver: budgetResolver<z.infer<typeof GetMonthSchema>>(),
|
|
203
|
+
metadata: {
|
|
204
|
+
annotations: {
|
|
205
|
+
...ToolAnnotationPresets.READ_ONLY_EXTERNAL,
|
|
206
|
+
title: "YNAB: Get Month Details",
|
|
207
|
+
},
|
|
208
|
+
},
|
|
209
|
+
});
|
|
195
210
|
|
|
196
|
-
|
|
197
|
-
|
|
198
|
-
|
|
199
|
-
|
|
200
|
-
|
|
201
|
-
|
|
202
|
-
|
|
203
|
-
|
|
204
|
-
|
|
205
|
-
|
|
206
|
-
|
|
207
|
-
|
|
208
|
-
|
|
211
|
+
registry.register({
|
|
212
|
+
name: "list_months",
|
|
213
|
+
description: "List all months summary data for a budget",
|
|
214
|
+
inputSchema: ListMonthsSchema,
|
|
215
|
+
handler: adaptWithDelta(handleListMonths),
|
|
216
|
+
defaultArgumentResolver: budgetResolver<z.infer<typeof ListMonthsSchema>>(),
|
|
217
|
+
metadata: {
|
|
218
|
+
annotations: {
|
|
219
|
+
...ToolAnnotationPresets.READ_ONLY_EXTERNAL,
|
|
220
|
+
title: "YNAB: List Months",
|
|
221
|
+
},
|
|
222
|
+
},
|
|
223
|
+
});
|
|
209
224
|
};
|