@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
@@ -1,319 +1,340 @@
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- import { describe, it, expect, vi, beforeEach } from 'vitest';
2
- import { CompletionsManager } from '../completions.js';
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- import type { CacheManager } from '../cacheManager.js';
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- import type * as ynab from 'ynab';
1
+ import { beforeEach, describe, expect, it, vi } from "vitest";
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+ import type * as ynab from "ynab";
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+ import type { CacheManager } from "../cacheManager.js";
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+ import { CompletionsManager } from "../completions.js";
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5
 
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  /**
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  * Unit tests for CompletionsManager
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  * Tests autocomplete functionality for YNAB entities
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  */
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- describe('CompletionsManager', () => {
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- let manager: CompletionsManager;
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- let mockYnabAPI: Partial<ynab.API>;
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- let mockCacheManager: Partial<CacheManager>;
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- let getDefaultBudgetId: () => string | undefined;
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-
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- const mockBudgets = [
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- { id: 'budget-1', name: 'Personal Budget' },
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- { id: 'budget-2', name: 'Business Budget' },
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- { id: 'budget-3', name: 'Savings' },
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- ];
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-
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- const mockAccounts = [
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- { id: 'acc-1', name: 'Checking Account', deleted: false, closed: false },
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- { id: 'acc-2', name: 'Savings Account', deleted: false, closed: false },
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- { id: 'acc-3', name: 'Credit Card', deleted: false, closed: false },
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- { id: 'acc-deleted', name: 'Deleted Account', deleted: true, closed: false },
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- { id: 'acc-closed', name: 'Closed Account', deleted: false, closed: true },
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- ];
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-
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- const mockCategories = {
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- category_groups: [
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- {
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- name: 'Bills',
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- hidden: false,
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- deleted: false,
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- categories: [
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- { id: 'cat-1', name: 'Rent', hidden: false, deleted: false },
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- { id: 'cat-2', name: 'Utilities', hidden: false, deleted: false },
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- ],
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- },
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- {
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- name: 'Food',
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- hidden: false,
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- deleted: false,
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- categories: [
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- { id: 'cat-3', name: 'Groceries', hidden: false, deleted: false },
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- { id: 'cat-4', name: 'Restaurants', hidden: false, deleted: false },
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- ],
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- },
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- {
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- name: 'Hidden Group',
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- hidden: true,
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- deleted: false,
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- categories: [{ id: 'cat-hidden', name: 'Hidden Category', hidden: false, deleted: false }],
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- },
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- ],
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- };
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-
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- const mockPayees = [
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- { id: 'payee-1', name: 'Amazon', deleted: false },
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- { id: 'payee-2', name: 'Walmart', deleted: false },
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- { id: 'payee-3', name: 'Target', deleted: false },
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- { id: 'payee-deleted', name: 'Deleted Payee', deleted: true },
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- ];
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-
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- beforeEach(() => {
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- mockYnabAPI = {
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- budgets: {
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- getBudgets: vi.fn().mockResolvedValue({ data: { budgets: mockBudgets } }),
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- } as unknown as ynab.BudgetsApi,
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- accounts: {
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- getAccounts: vi.fn().mockResolvedValue({ data: { accounts: mockAccounts } }),
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- } as unknown as ynab.AccountsApi,
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- categories: {
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- getCategories: vi.fn().mockResolvedValue({ data: mockCategories }),
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- } as unknown as ynab.CategoriesApi,
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- payees: {
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- getPayees: vi.fn().mockResolvedValue({ data: { payees: mockPayees } }),
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- } as unknown as ynab.PayeesApi,
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- };
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-
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- // Mock cache manager that bypasses caching
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- mockCacheManager = {
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- wrap: vi.fn().mockImplementation(async (_key, { loader }) => loader()),
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- };
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-
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- getDefaultBudgetId = vi.fn().mockReturnValue('default-budget-id');
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-
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- manager = new CompletionsManager(
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- mockYnabAPI as ynab.API,
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- mockCacheManager as CacheManager,
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- getDefaultBudgetId,
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- );
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- });
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-
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- describe('getCompletions', () => {
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- it('should return empty completion for unknown argument names', async () => {
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- const result = await manager.getCompletions('unknown_arg', 'test');
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- expect(result.completion.values).toEqual([]);
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- expect(result.completion.total).toBe(0);
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- expect(result.completion.hasMore).toBe(false);
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- });
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-
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- it('should handle case-insensitive argument names', async () => {
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- const result = await manager.getCompletions('BUDGET_ID', 'pers');
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- expect(result.completion.values).toContain('Personal Budget');
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- });
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- });
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-
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- describe('completeBudgets', () => {
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- it('should return matching budgets by name', async () => {
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- const result = await manager.getCompletions('budget_id', 'pers');
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- expect(result.completion.values).toContain('Personal Budget');
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- expect(result.completion.total).toBe(1);
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- });
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-
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- it('should return all budgets when search value is empty', async () => {
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- const result = await manager.getCompletions('budget_id', '');
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- expect(result.completion.values).toHaveLength(3);
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- expect(result.completion.total).toBe(3);
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- });
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-
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- it('should match by budget ID', async () => {
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- const result = await manager.getCompletions('budget_id', 'budget-1');
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- expect(result.completion.values.length).toBeGreaterThan(0);
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- });
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-
128
- it('should prioritize prefix matches over contains', async () => {
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- const result = await manager.getCompletions('budget_id', 'sav');
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- // "Savings" starts with "sav" so it should come before "Business Budget" (contains "sav" in "Business")
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- expect(result.completion.values[0]).toBe('Savings');
132
- });
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- });
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-
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- describe('completeAccounts', () => {
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- it('should return matching accounts by name', async () => {
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- const result = await manager.getCompletions('account_id', 'check');
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- expect(result.completion.values).toContain('Checking Account');
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- });
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-
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- it('should filter out deleted accounts', async () => {
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- const result = await manager.getCompletions('account_id', 'deleted');
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- expect(result.completion.values).not.toContain('Deleted Account');
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- expect(result.completion.total).toBe(0);
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- });
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-
147
- it('should filter out closed accounts', async () => {
148
- const result = await manager.getCompletions('account_id', 'closed');
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- expect(result.completion.values).not.toContain('Closed Account');
150
- expect(result.completion.total).toBe(0);
151
- });
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-
153
- it('should return empty when no budget context available', async () => {
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- getDefaultBudgetId = vi.fn().mockReturnValue(undefined);
155
- manager = new CompletionsManager(
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- mockYnabAPI as ynab.API,
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- mockCacheManager as CacheManager,
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- getDefaultBudgetId,
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- );
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-
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- const result = await manager.getCompletions('account_id', 'check');
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- expect(result.completion.values).toEqual([]);
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- });
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-
165
- it('should use budget_id from context if provided', async () => {
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- const context = { arguments: { budget_id: 'context-budget' } };
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- await manager.getCompletions('account_id', 'check', context);
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-
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- expect(mockCacheManager.wrap).toHaveBeenCalledWith(
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- 'completions:accounts:context-budget',
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- expect.any(Object),
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- );
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- });
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-
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- it('should handle account_name argument', async () => {
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- const result = await manager.getCompletions('account_name', 'sav');
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- expect(result.completion.values).toContain('Savings Account');
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- });
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- });
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-
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- describe('completeCategories', () => {
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- it('should return matching categories by name', async () => {
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- const result = await manager.getCompletions('category', 'groc');
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- expect(result.completion.values).toContain('Groceries');
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- });
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-
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- it('should match by group:name format', async () => {
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- const result = await manager.getCompletions('category', 'Food: Groc');
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- expect(result.completion.total).toBeGreaterThan(0);
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- });
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-
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- it('should filter out hidden categories', async () => {
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- const result = await manager.getCompletions('category', 'hidden');
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- expect(result.completion.values).not.toContain('Hidden Category');
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- });
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-
197
- it('should return empty when no budget context available', async () => {
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- getDefaultBudgetId = vi.fn().mockReturnValue(undefined);
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- manager = new CompletionsManager(
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- mockYnabAPI as ynab.API,
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- mockCacheManager as CacheManager,
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- getDefaultBudgetId,
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- );
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-
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- const result = await manager.getCompletions('category', 'groc');
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- expect(result.completion.values).toEqual([]);
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- });
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-
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- it('should handle category_id argument', async () => {
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- const result = await manager.getCompletions('category_id', 'rent');
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- expect(result.completion.values).toContain('Rent');
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- });
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-
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- it('should prioritize name over ID in results', async () => {
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- // When searching for a category, we should get the name, not the ID
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- const result = await manager.getCompletions('category', 'cat-1');
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- // Even when matching by ID, the display value should prefer the name
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- expect(result.completion.total).toBeGreaterThanOrEqual(0);
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- });
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- });
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-
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- describe('completePayees', () => {
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- it('should return matching payees by name', async () => {
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- const result = await manager.getCompletions('payee', 'amaz');
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- expect(result.completion.values).toContain('Amazon');
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- });
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-
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- it('should filter out deleted payees', async () => {
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- const result = await manager.getCompletions('payee', 'deleted');
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- expect(result.completion.values).not.toContain('Deleted Payee');
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- });
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-
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- it('should handle payee_id argument', async () => {
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- const result = await manager.getCompletions('payee_id', 'targ');
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- expect(result.completion.values).toContain('Target');
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- });
237
-
238
- it('should return empty when no budget context available', async () => {
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- getDefaultBudgetId = vi.fn().mockReturnValue(undefined);
240
- manager = new CompletionsManager(
241
- mockYnabAPI as ynab.API,
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- mockCacheManager as CacheManager,
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- getDefaultBudgetId,
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- );
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-
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- const result = await manager.getCompletions('payee', 'amaz');
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- expect(result.completion.values).toEqual([]);
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- });
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- });
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-
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- describe('filterAndFormat', () => {
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- it('should respect MAX_COMPLETIONS limit', async () => {
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- // Create a large list of budgets
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- const manyBudgets = Array.from({ length: 150 }, (_, i) => ({
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- id: `budget-${i}`,
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- name: `Budget ${i}`,
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- }));
258
-
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- mockYnabAPI.budgets = {
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- getBudgets: vi.fn().mockResolvedValue({ data: { budgets: manyBudgets } }),
261
- } as unknown as ynab.BudgetsApi;
262
-
263
- manager = new CompletionsManager(
264
- mockYnabAPI as ynab.API,
265
- mockCacheManager as CacheManager,
266
- getDefaultBudgetId,
267
- );
268
-
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- const result = await manager.getCompletions('budget_id', 'Budget');
270
- expect(result.completion.values.length).toBeLessThanOrEqual(100);
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- expect(result.completion.hasMore).toBe(true);
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- expect(result.completion.total).toBe(150);
273
- });
274
-
275
- it('should cache lowercased values for performance', async () => {
276
- // This is tested implicitly by the fact that filtering works correctly
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- // The internal cache is not exposed, but we verify behavior is correct
278
- const result = await manager.getCompletions('budget_id', 'PERSONAL');
279
- expect(result.completion.values).toContain('Personal Budget');
280
- });
281
-
282
- it('should return unique values only', async () => {
283
- const result = await manager.getCompletions('budget_id', 'budget');
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- const uniqueCount = new Set(result.completion.values).size;
285
- expect(uniqueCount).toBe(result.completion.values.length);
286
- });
287
- });
288
-
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- describe('caching behavior', () => {
290
- it('should use cache manager for budgets', async () => {
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- await manager.getCompletions('budget_id', 'test');
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- expect(mockCacheManager.wrap).toHaveBeenCalledWith('completions:budgets', expect.any(Object));
293
- });
294
-
295
- it('should use cache manager for accounts with budget-specific key', async () => {
296
- await manager.getCompletions('account_id', 'test');
297
- expect(mockCacheManager.wrap).toHaveBeenCalledWith(
298
- 'completions:accounts:default-budget-id',
299
- expect.any(Object),
300
- );
301
- });
302
-
303
- it('should use cache manager for categories with budget-specific key', async () => {
304
- await manager.getCompletions('category', 'test');
305
- expect(mockCacheManager.wrap).toHaveBeenCalledWith(
306
- 'completions:categories:default-budget-id',
307
- expect.any(Object),
308
- );
309
- });
310
-
311
- it('should use cache manager for payees with budget-specific key', async () => {
312
- await manager.getCompletions('payee', 'test');
313
- expect(mockCacheManager.wrap).toHaveBeenCalledWith(
314
- 'completions:payees:default-budget-id',
315
- expect.any(Object),
316
- );
317
- });
318
- });
10
+ describe("CompletionsManager", () => {
11
+ let manager: CompletionsManager;
12
+ let mockYnabAPI: Partial<ynab.API>;
13
+ let mockCacheManager: Partial<CacheManager>;
14
+ let getDefaultBudgetId: () => string | undefined;
15
+
16
+ const mockBudgets = [
17
+ { id: "budget-1", name: "Personal Budget" },
18
+ { id: "budget-2", name: "Business Budget" },
19
+ { id: "budget-3", name: "Savings" },
20
+ ];
21
+
22
+ const mockAccounts = [
23
+ { id: "acc-1", name: "Checking Account", deleted: false, closed: false },
24
+ { id: "acc-2", name: "Savings Account", deleted: false, closed: false },
25
+ { id: "acc-3", name: "Credit Card", deleted: false, closed: false },
26
+ {
27
+ id: "acc-deleted",
28
+ name: "Deleted Account",
29
+ deleted: true,
30
+ closed: false,
31
+ },
32
+ { id: "acc-closed", name: "Closed Account", deleted: false, closed: true },
33
+ ];
34
+
35
+ const mockCategories = {
36
+ category_groups: [
37
+ {
38
+ name: "Bills",
39
+ hidden: false,
40
+ deleted: false,
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+ categories: [
42
+ { id: "cat-1", name: "Rent", hidden: false, deleted: false },
43
+ { id: "cat-2", name: "Utilities", hidden: false, deleted: false },
44
+ ],
45
+ },
46
+ {
47
+ name: "Food",
48
+ hidden: false,
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+ deleted: false,
50
+ categories: [
51
+ { id: "cat-3", name: "Groceries", hidden: false, deleted: false },
52
+ { id: "cat-4", name: "Restaurants", hidden: false, deleted: false },
53
+ ],
54
+ },
55
+ {
56
+ name: "Hidden Group",
57
+ hidden: true,
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+ deleted: false,
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+ categories: [
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+ {
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+ id: "cat-hidden",
62
+ name: "Hidden Category",
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+ hidden: false,
64
+ deleted: false,
65
+ },
66
+ ],
67
+ },
68
+ ],
69
+ };
70
+
71
+ const mockPayees = [
72
+ { id: "payee-1", name: "Amazon", deleted: false },
73
+ { id: "payee-2", name: "Walmart", deleted: false },
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+ { id: "payee-3", name: "Target", deleted: false },
75
+ { id: "payee-deleted", name: "Deleted Payee", deleted: true },
76
+ ];
77
+
78
+ beforeEach(() => {
79
+ mockYnabAPI = {
80
+ budgets: {
81
+ getBudgets: vi
82
+ .fn()
83
+ .mockResolvedValue({ data: { budgets: mockBudgets } }),
84
+ } as unknown as ynab.BudgetsApi,
85
+ accounts: {
86
+ getAccounts: vi
87
+ .fn()
88
+ .mockResolvedValue({ data: { accounts: mockAccounts } }),
89
+ } as unknown as ynab.AccountsApi,
90
+ categories: {
91
+ getCategories: vi.fn().mockResolvedValue({ data: mockCategories }),
92
+ } as unknown as ynab.CategoriesApi,
93
+ payees: {
94
+ getPayees: vi.fn().mockResolvedValue({ data: { payees: mockPayees } }),
95
+ } as unknown as ynab.PayeesApi,
96
+ };
97
+
98
+ // Mock cache manager that bypasses caching
99
+ mockCacheManager = {
100
+ wrap: vi.fn().mockImplementation(async (_key, { loader }) => loader()),
101
+ };
102
+
103
+ getDefaultBudgetId = vi.fn().mockReturnValue("default-budget-id");
104
+
105
+ manager = new CompletionsManager(
106
+ mockYnabAPI as ynab.API,
107
+ mockCacheManager as CacheManager,
108
+ getDefaultBudgetId,
109
+ );
110
+ });
111
+
112
+ describe("getCompletions", () => {
113
+ it("should return empty completion for unknown argument names", async () => {
114
+ const result = await manager.getCompletions("unknown_arg", "test");
115
+ expect(result.completion.values).toEqual([]);
116
+ expect(result.completion.total).toBe(0);
117
+ expect(result.completion.hasMore).toBe(false);
118
+ });
119
+
120
+ it("should handle case-insensitive argument names", async () => {
121
+ const result = await manager.getCompletions("BUDGET_ID", "pers");
122
+ expect(result.completion.values).toContain("Personal Budget");
123
+ });
124
+ });
125
+
126
+ describe("completeBudgets", () => {
127
+ it("should return matching budgets by name", async () => {
128
+ const result = await manager.getCompletions("budget_id", "pers");
129
+ expect(result.completion.values).toContain("Personal Budget");
130
+ expect(result.completion.total).toBe(1);
131
+ });
132
+
133
+ it("should return all budgets when search value is empty", async () => {
134
+ const result = await manager.getCompletions("budget_id", "");
135
+ expect(result.completion.values).toHaveLength(3);
136
+ expect(result.completion.total).toBe(3);
137
+ });
138
+
139
+ it("should match by budget ID", async () => {
140
+ const result = await manager.getCompletions("budget_id", "budget-1");
141
+ expect(result.completion.values.length).toBeGreaterThan(0);
142
+ });
143
+
144
+ it("should prioritize prefix matches over contains", async () => {
145
+ const result = await manager.getCompletions("budget_id", "sav");
146
+ // "Savings" starts with "sav" so it should come before "Business Budget" (contains "sav" in "Business")
147
+ expect(result.completion.values[0]).toBe("Savings");
148
+ });
149
+ });
150
+
151
+ describe("completeAccounts", () => {
152
+ it("should return matching accounts by name", async () => {
153
+ const result = await manager.getCompletions("account_id", "check");
154
+ expect(result.completion.values).toContain("Checking Account");
155
+ });
156
+
157
+ it("should filter out deleted accounts", async () => {
158
+ const result = await manager.getCompletions("account_id", "deleted");
159
+ expect(result.completion.values).not.toContain("Deleted Account");
160
+ expect(result.completion.total).toBe(0);
161
+ });
162
+
163
+ it("should filter out closed accounts", async () => {
164
+ const result = await manager.getCompletions("account_id", "closed");
165
+ expect(result.completion.values).not.toContain("Closed Account");
166
+ expect(result.completion.total).toBe(0);
167
+ });
168
+
169
+ it("should return empty when no budget context available", async () => {
170
+ getDefaultBudgetId = vi.fn().mockReturnValue(undefined);
171
+ manager = new CompletionsManager(
172
+ mockYnabAPI as ynab.API,
173
+ mockCacheManager as CacheManager,
174
+ getDefaultBudgetId,
175
+ );
176
+
177
+ const result = await manager.getCompletions("account_id", "check");
178
+ expect(result.completion.values).toEqual([]);
179
+ });
180
+
181
+ it("should use budget_id from context if provided", async () => {
182
+ const context = { arguments: { budget_id: "context-budget" } };
183
+ await manager.getCompletions("account_id", "check", context);
184
+
185
+ expect(mockCacheManager.wrap).toHaveBeenCalledWith(
186
+ "completions:accounts:context-budget",
187
+ expect.any(Object),
188
+ );
189
+ });
190
+
191
+ it("should handle account_name argument", async () => {
192
+ const result = await manager.getCompletions("account_name", "sav");
193
+ expect(result.completion.values).toContain("Savings Account");
194
+ });
195
+ });
196
+
197
+ describe("completeCategories", () => {
198
+ it("should return matching categories by name", async () => {
199
+ const result = await manager.getCompletions("category", "groc");
200
+ expect(result.completion.values).toContain("Groceries");
201
+ });
202
+
203
+ it("should match by group:name format", async () => {
204
+ const result = await manager.getCompletions("category", "Food: Groc");
205
+ expect(result.completion.total).toBeGreaterThan(0);
206
+ });
207
+
208
+ it("should filter out hidden categories", async () => {
209
+ const result = await manager.getCompletions("category", "hidden");
210
+ expect(result.completion.values).not.toContain("Hidden Category");
211
+ });
212
+
213
+ it("should return empty when no budget context available", async () => {
214
+ getDefaultBudgetId = vi.fn().mockReturnValue(undefined);
215
+ manager = new CompletionsManager(
216
+ mockYnabAPI as ynab.API,
217
+ mockCacheManager as CacheManager,
218
+ getDefaultBudgetId,
219
+ );
220
+
221
+ const result = await manager.getCompletions("category", "groc");
222
+ expect(result.completion.values).toEqual([]);
223
+ });
224
+
225
+ it("should handle category_id argument", async () => {
226
+ const result = await manager.getCompletions("category_id", "rent");
227
+ expect(result.completion.values).toContain("Rent");
228
+ });
229
+
230
+ it("should prioritize name over ID in results", async () => {
231
+ // When searching for a category, we should get the name, not the ID
232
+ const result = await manager.getCompletions("category", "cat-1");
233
+ // Even when matching by ID, the display value should prefer the name
234
+ expect(result.completion.total).toBeGreaterThanOrEqual(0);
235
+ });
236
+ });
237
+
238
+ describe("completePayees", () => {
239
+ it("should return matching payees by name", async () => {
240
+ const result = await manager.getCompletions("payee", "amaz");
241
+ expect(result.completion.values).toContain("Amazon");
242
+ });
243
+
244
+ it("should filter out deleted payees", async () => {
245
+ const result = await manager.getCompletions("payee", "deleted");
246
+ expect(result.completion.values).not.toContain("Deleted Payee");
247
+ });
248
+
249
+ it("should handle payee_id argument", async () => {
250
+ const result = await manager.getCompletions("payee_id", "targ");
251
+ expect(result.completion.values).toContain("Target");
252
+ });
253
+
254
+ it("should return empty when no budget context available", async () => {
255
+ getDefaultBudgetId = vi.fn().mockReturnValue(undefined);
256
+ manager = new CompletionsManager(
257
+ mockYnabAPI as ynab.API,
258
+ mockCacheManager as CacheManager,
259
+ getDefaultBudgetId,
260
+ );
261
+
262
+ const result = await manager.getCompletions("payee", "amaz");
263
+ expect(result.completion.values).toEqual([]);
264
+ });
265
+ });
266
+
267
+ describe("filterAndFormat", () => {
268
+ it("should respect MAX_COMPLETIONS limit", async () => {
269
+ // Create a large list of budgets
270
+ const manyBudgets = Array.from({ length: 150 }, (_, i) => ({
271
+ id: `budget-${i}`,
272
+ name: `Budget ${i}`,
273
+ }));
274
+
275
+ mockYnabAPI.budgets = {
276
+ getBudgets: vi
277
+ .fn()
278
+ .mockResolvedValue({ data: { budgets: manyBudgets } }),
279
+ } as unknown as ynab.BudgetsApi;
280
+
281
+ manager = new CompletionsManager(
282
+ mockYnabAPI as ynab.API,
283
+ mockCacheManager as CacheManager,
284
+ getDefaultBudgetId,
285
+ );
286
+
287
+ const result = await manager.getCompletions("budget_id", "Budget");
288
+ expect(result.completion.values.length).toBeLessThanOrEqual(100);
289
+ expect(result.completion.hasMore).toBe(true);
290
+ expect(result.completion.total).toBe(150);
291
+ });
292
+
293
+ it("should cache lowercased values for performance", async () => {
294
+ // This is tested implicitly by the fact that filtering works correctly
295
+ // The internal cache is not exposed, but we verify behavior is correct
296
+ const result = await manager.getCompletions("budget_id", "PERSONAL");
297
+ expect(result.completion.values).toContain("Personal Budget");
298
+ });
299
+
300
+ it("should return unique values only", async () => {
301
+ const result = await manager.getCompletions("budget_id", "budget");
302
+ const uniqueCount = new Set(result.completion.values).size;
303
+ expect(uniqueCount).toBe(result.completion.values.length);
304
+ });
305
+ });
306
+
307
+ describe("caching behavior", () => {
308
+ it("should use cache manager for budgets", async () => {
309
+ await manager.getCompletions("budget_id", "test");
310
+ expect(mockCacheManager.wrap).toHaveBeenCalledWith(
311
+ "completions:budgets",
312
+ expect.any(Object),
313
+ );
314
+ });
315
+
316
+ it("should use cache manager for accounts with budget-specific key", async () => {
317
+ await manager.getCompletions("account_id", "test");
318
+ expect(mockCacheManager.wrap).toHaveBeenCalledWith(
319
+ "completions:accounts:default-budget-id",
320
+ expect.any(Object),
321
+ );
322
+ });
323
+
324
+ it("should use cache manager for categories with budget-specific key", async () => {
325
+ await manager.getCompletions("category", "test");
326
+ expect(mockCacheManager.wrap).toHaveBeenCalledWith(
327
+ "completions:categories:default-budget-id",
328
+ expect.any(Object),
329
+ );
330
+ });
331
+
332
+ it("should use cache manager for payees with budget-specific key", async () => {
333
+ await manager.getCompletions("payee", "test");
334
+ expect(mockCacheManager.wrap).toHaveBeenCalledWith(
335
+ "completions:payees:default-budget-id",
336
+ expect.any(Object),
337
+ );
338
+ });
339
+ });
319
340
  });