@dizzlkheinz/ynab-mcpb 0.18.3 → 0.19.0

package/src/server/__tests__/prompts.test.ts

@@ -4,351 +4,428 @@
  * Tests prompt management functionality.
  */
 
-import { describe, it, expect, beforeEach } from 'vitest';
-import { PromptManager } from '../prompts.js';
-
-describe('prompts module', () => {
-  let promptManager: PromptManager;
-
-  beforeEach(() => {
-    promptManager = new PromptManager();
-  });
-
-  describe('PromptManager', () => {
-    describe('constructor', () => {
-      it('should initialize without dependencies', () => {
-        expect(promptManager).toBeInstanceOf(PromptManager);
-      });
-    });
-
-    describe('listPrompts', () => {
-      it('should return list of available prompts', () => {
-        const result = promptManager.listPrompts();
-
-        expect(result).toEqual({
-          prompts: [
-            {
-              name: 'create-transaction',
-              description: 'Create a new transaction in YNAB',
-              arguments: [
-                {
-                  name: 'budget_name',
-                  description: 'Name of the budget (optional, uses first budget if not specified)',
-                  required: false,
-                },
-                {
-                  name: 'account_name',
-                  description: 'Name of the account',
-                  required: true,
-                },
-                {
-                  name: 'amount',
-                  description: 'Transaction amount (negative for expenses, positive for income)',
-                  required: true,
-                },
-                {
-                  name: 'payee',
-                  description: 'Who you paid or received money from',
-                  required: true,
-                },
-                {
-                  name: 'category',
-                  description: 'Budget category (optional)',
-                  required: false,
-                },
-                {
-                  name: 'memo',
-                  description: 'Additional notes (optional)',
-                  required: false,
-                },
-              ],
-            },
-            {
-              name: 'budget-summary',
-              description: 'Get a summary of your budget status',
-              arguments: [
-                {
-                  name: 'budget_name',
-                  description: 'Name of the budget (optional, uses first budget if not specified)',
-                  required: false,
-                },
-                {
-                  name: 'month',
-                  description:
-                    'Month to analyze (YYYY-MM format, optional, uses current month if not specified)',
-                  required: false,
-                },
-              ],
-            },
-            {
-              name: 'account-balances',
-              description: 'Check balances across all accounts',
-              arguments: [
-                {
-                  name: 'budget_name',
-                  description: 'Name of the budget (optional, uses first budget if not specified)',
-                  required: false,
-                },
-                {
-                  name: 'account_type',
-                  description: 'Filter by account type (checking, savings, creditCard, etc.)',
-                  required: false,
-                },
-              ],
-            },
-          ],
-        });
-      });
-
-      it('should return consistent prompt list', () => {
-        const result1 = promptManager.listPrompts();
-        const result2 = promptManager.listPrompts();
-
-        expect(result1).toEqual(result2);
-      });
-    });
-
-    describe('getPrompt', () => {
-      describe('create-transaction', () => {
-        it('should generate transaction creation prompt with default values', async () => {
-          const result = await promptManager.getPrompt('create-transaction', {});
-
-          expect(result.description).toBe('Create a transaction for [PAYEE] in [ACCOUNT_NAME]');
-          expect(result.messages).toHaveLength(1);
-          expect(result.messages[0].role).toBe('user');
-          expect(result.messages[0].content.type).toBe('text');
-          expect(result.messages[0].content.text).toContain('first available budget');
-          expect(result.messages[0].content.text).toContain('[ACCOUNT_NAME]');
-          expect(result.messages[0].content.text).toContain('[AMOUNT]');
-          expect(result.messages[0].content.text).toContain('[PAYEE]');
-          expect(result.messages[0].content.text).toContain('[CATEGORY]');
-        });
-
-        it('should generate transaction creation prompt with provided arguments', async () => {
-          const args = {
-            budget_name: 'Personal Budget',
-            account_name: 'Checking Account',
-            amount: '25.50',
-            payee: 'Grocery Store',
-            category: 'Groceries',
-            memo: 'Weekly shopping',
-          };
-
-          const result = await promptManager.getPrompt('create-transaction', args);
-
-          expect(result.description).toBe(
-            'Create a transaction for Grocery Store in Checking Account',
-          );
-          expect(result.messages[0].content.text).toContain('Personal Budget');
-          expect(result.messages[0].content.text).toContain('Checking Account');
-          expect(result.messages[0].content.text).toContain('$25.50');
-          expect(result.messages[0].content.text).toContain('Grocery Store');
-          expect(result.messages[0].content.text).toContain('Groceries');
-          expect(result.messages[0].content.text).toContain('Weekly shopping');
-        });
-
-        it('should handle partial arguments', async () => {
-          const args = {
-            account_name: 'Savings Account',
-            payee: 'Transfer',
-          };
-
-          const result = await promptManager.getPrompt('create-transaction', args);
-
-          expect(result.description).toBe('Create a transaction for Transfer in Savings Account');
-          expect(result.messages[0].content.text).toContain('first available budget');
-          expect(result.messages[0].content.text).toContain('Savings Account');
-          expect(result.messages[0].content.text).toContain('[AMOUNT]');
-          expect(result.messages[0].content.text).toContain('Transfer');
-          expect(result.messages[0].content.text).toContain('[CATEGORY]');
-        });
-
-        it('should include proper workflow instructions', async () => {
-          const result = await promptManager.getPrompt('create-transaction', {});
-
-          const text = result.messages[0].content.text;
-          expect(text).toContain('list budgets to find the budget ID');
-          expect(text).toContain('List accounts for that budget to find the account ID');
-          expect(text).toContain('list categories to find the category ID');
-          expect(text).toContain('Create the transaction with the correct amount in milliunits');
-          expect(text).toContain('multiply by 1000');
-        });
-      });
-
-      describe('budget-summary', () => {
-        it('should generate budget summary prompt with default values', async () => {
-          const result = await promptManager.getPrompt('budget-summary', {});
-
-          expect(result.description).toBe('Get budget summary for first available budget');
-          expect(result.messages).toHaveLength(1);
-          expect(result.messages[0].role).toBe('user');
-          expect(result.messages[0].content.text).toContain('first available budget');
-          expect(result.messages[0].content.text).toContain('current month');
-        });
-
-        it('should generate budget summary prompt with provided arguments', async () => {
-          const args = {
-            budget_name: 'Family Budget',
-            month: '2024-03',
-          };
-
-          const result = await promptManager.getPrompt('budget-summary', args);
-
-          expect(result.description).toBe('Get budget summary for Family Budget');
-          expect(result.messages[0].content.text).toContain('Family Budget (2024-03)');
-        });
-
-        it('should include YNAB-specific guidance', async () => {
-          const result = await promptManager.getPrompt('budget-summary', {});
-
-          const text = result.messages[0].content.text;
-          expect(text).toContain('budgeted: Amount assigned to the category');
-          expect(text).toContain('activity: Spending/income in the category');
-          expect(text).toContain('balance: Available amount in the category');
-          expect(text).toContain('OVERSPENDING occurs when balance < 0');
-          expect(text).toContain('SPENDING TRENDS');
-          expect(text).toContain('BUDGET OPTIMIZATION');
-          expect(text).toContain('reliability_score');
-          expect(text).toContain('Consistently Under-Spent Categories');
-          expect(text).toContain('Categories Over Monthly Assignment');
-          expect(text).toContain('Large Unused Category Balances');
-        });
-      });
-
-      describe('account-balances', () => {
-        it('should generate account balances prompt with default values', async () => {
-          const result = await promptManager.getPrompt('account-balances', {});
-
-          expect(result.description).toBe('Check account balances for all accounts');
-          expect(result.messages).toHaveLength(1);
-          expect(result.messages[0].role).toBe('user');
-          expect(result.messages[0].content.text).toContain('first available budget');
-          expect(result.messages[0].content.text).toContain('all accounts');
-        });
-
-        it('should generate account balances prompt with provided arguments', async () => {
-          const args = {
-            budget_name: 'Business Budget',
-            account_type: 'checking',
-          };
-
-          const result = await promptManager.getPrompt('account-balances', args);
-
-          expect(result.description).toBe('Check account balances for checking');
-          expect(result.messages[0].content.text).toContain('Business Budget');
-          expect(result.messages[0].content.text).toContain('checking');
-        });
-
-        it('should include proper balance display instructions', async () => {
-          const result = await promptManager.getPrompt('account-balances', {});
-
-          const text = result.messages[0].content.text;
-          expect(text).toContain('Account name and type');
-          expect(text).toContain('Current balance');
-          expect(text).toContain('Cleared vs uncleared amounts');
-          expect(text).toContain('Total by account type');
-          expect(text).toContain('Net worth summary');
-          expect(text).toContain('Convert milliunits to dollars');
-        });
-      });
-
-      describe('unknown prompts', () => {
-        it('should throw error for unknown prompt names', async () => {
-          await expect(promptManager.getPrompt('unknown-prompt', {})).rejects.toThrow(
-            'Unknown prompt: unknown-prompt',
-          );
-        });
-
-        it('should throw error for empty prompt name', async () => {
-          await expect(promptManager.getPrompt('', {})).rejects.toThrow('Unknown prompt: ');
-        });
-      });
-
-      describe('argument handling', () => {
-        it('should handle undefined arguments', async () => {
-          const result = await promptManager.getPrompt('create-transaction', undefined);
-
-          expect(result.description).toBe('Create a transaction for [PAYEE] in [ACCOUNT_NAME]');
-          expect(result.messages[0].content.text).toContain('first available budget');
-        });
-
-        it('should handle null arguments', async () => {
-          const result = await promptManager.getPrompt('budget-summary', null as any);
-
-          expect(result.description).toBe('Get budget summary for first available budget');
-          expect(result.messages[0].content.text).toContain('current month');
-        });
-
-        it('should handle empty arguments object', async () => {
-          const result = await promptManager.getPrompt('account-balances', {});
-
-          expect(result.description).toBe('Check account balances for all accounts');
-          expect(result.messages[0].content.text).toContain('all accounts');
-        });
-
-        it('should handle arguments with null/undefined values', async () => {
-          const args = {
-            budget_name: null,
-            account_name: undefined,
-            amount: '',
-            payee: 'Test Payee',
-          };
-
-          const result = await promptManager.getPrompt('create-transaction', args);
-
-          expect(result.messages[0].content.text).toContain('first available budget');
-          expect(result.messages[0].content.text).toContain('[ACCOUNT_NAME]');
-          expect(result.messages[0].content.text).toContain('[AMOUNT]');
-          expect(result.messages[0].content.text).toContain('Test Payee');
-        });
-      });
-
-      describe('edge cases', () => {
-        it('should handle very long argument values', async () => {
-          const longValue = 'a'.repeat(1000);
-          const args = {
-            budget_name: longValue,
-            memo: longValue,
-          };
-
-          const result = await promptManager.getPrompt('create-transaction', args);
-
-          expect(result.messages[0].content.text).toContain(longValue);
-        });
-
-        it('should handle special characters in arguments', async () => {
-          const args = {
-            payee: "McDonald's & Co. (special chars: !@#$%^&*)",
-            category: 'Dining/Restaurants',
-            memo: 'Quote: "Great food!"',
-          };
-
-          const result = await promptManager.getPrompt('create-transaction', args);
-
-          expect(result.messages[0].content.text).toContain(args.payee);
-          expect(result.messages[0].content.text).toContain(args.category);
-          expect(result.messages[0].content.text).toContain(args.memo);
-        });
-
-        it('should maintain consistent message structure across all prompts', async () => {
-          const prompts = ['create-transaction', 'budget-summary', 'account-balances'];
-
-          for (const promptName of prompts) {
-            const result = await promptManager.getPrompt(promptName, {});
-
-            expect(result).toHaveProperty('description');
-            expect(result).toHaveProperty('messages');
-            expect(Array.isArray(result.messages)).toBe(true);
-            expect(result.messages).toHaveLength(1);
-            expect(result.messages[0]).toHaveProperty('role', 'user');
-            expect(result.messages[0]).toHaveProperty('content');
-            expect(result.messages[0].content).toHaveProperty('type', 'text');
-            expect(result.messages[0].content).toHaveProperty('text');
-            expect(typeof result.messages[0].content.text).toBe('string');
-            expect(result.messages[0].content.text.length).toBeGreaterThan(0);
-          }
-        });
-      });
-    });
-  });
+import { beforeEach, describe, expect, it } from "vitest";
+import { PromptManager } from "../prompts.js";
+
+describe("prompts module", () => {
+	let promptManager: PromptManager;
+
+	beforeEach(() => {
+		promptManager = new PromptManager();
+	});
+
+	describe("PromptManager", () => {
+		describe("constructor", () => {
+			it("should initialize without dependencies", () => {
+				expect(promptManager).toBeInstanceOf(PromptManager);
+			});
+		});
+
+		describe("listPrompts", () => {
+			it("should return list of available prompts", () => {
+				const result = promptManager.listPrompts();
+
+				expect(result).toEqual({
+					prompts: [
+						{
+							name: "create-transaction",
+							description: "Create a new transaction in YNAB",
+							arguments: [
+								{
+									name: "budget_name",
+									description:
+										"Name of the budget (optional, uses first budget if not specified)",
+									required: false,
+								},
+								{
+									name: "account_name",
+									description: "Name of the account",
+									required: true,
+								},
+								{
+									name: "amount",
+									description:
+										"Transaction amount (negative for expenses, positive for income)",
+									required: true,
+								},
+								{
+									name: "payee",
+									description: "Who you paid or received money from",
+									required: true,
+								},
+								{
+									name: "category",
+									description: "Budget category (optional)",
+									required: false,
+								},
+								{
+									name: "memo",
+									description: "Additional notes (optional)",
+									required: false,
+								},
+							],
+						},
+						{
+							name: "budget-summary",
+							description: "Get a summary of your budget status",
+							arguments: [
+								{
+									name: "budget_name",
+									description:
+										"Name of the budget (optional, uses first budget if not specified)",
+									required: false,
+								},
+								{
+									name: "month",
+									description:
+										"Month to analyze (YYYY-MM format, optional, uses current month if not specified)",
+									required: false,
+								},
+							],
+						},
+						{
+							name: "account-balances",
+							description: "Check balances across all accounts",
+							arguments: [
+								{
+									name: "budget_name",
+									description:
+										"Name of the budget (optional, uses first budget if not specified)",
+									required: false,
+								},
+								{
+									name: "account_type",
+									description:
+										"Filter by account type (checking, savings, creditCard, etc.)",
+									required: false,
+								},
+							],
+						},
+					],
+				});
+			});
+
+			it("should return consistent prompt list", () => {
+				const result1 = promptManager.listPrompts();
+				const result2 = promptManager.listPrompts();
+
+				expect(result1).toEqual(result2);
+			});
+		});
+
+		describe("getPrompt", () => {
+			describe("create-transaction", () => {
+				it("should generate transaction creation prompt with default values", async () => {
+					const result = await promptManager.getPrompt(
+						"create-transaction",
+						{},
+					);
+
+					expect(result.description).toBe(
+						"Create a transaction for [PAYEE] in [ACCOUNT_NAME]",
+					);
+					expect(result.messages).toHaveLength(1);
+					expect(result.messages[0].role).toBe("user");
+					expect(result.messages[0].content.type).toBe("text");
+					expect(result.messages[0].content.text).toContain(
+						"first available budget",
+					);
+					expect(result.messages[0].content.text).toContain("[ACCOUNT_NAME]");
+					expect(result.messages[0].content.text).toContain("[AMOUNT]");
+					expect(result.messages[0].content.text).toContain("[PAYEE]");
+					expect(result.messages[0].content.text).toContain("[CATEGORY]");
+				});
+
+				it("should generate transaction creation prompt with provided arguments", async () => {
+					const args = {
+						budget_name: "Personal Budget",
+						account_name: "Checking Account",
+						amount: "25.50",
+						payee: "Grocery Store",
+						category: "Groceries",
+						memo: "Weekly shopping",
+					};
+
+					const result = await promptManager.getPrompt(
+						"create-transaction",
+						args,
+					);
+
+					expect(result.description).toBe(
+						"Create a transaction for Grocery Store in Checking Account",
+					);
+					expect(result.messages[0].content.text).toContain("Personal Budget");
+					expect(result.messages[0].content.text).toContain("Checking Account");
+					expect(result.messages[0].content.text).toContain("$25.50");
+					expect(result.messages[0].content.text).toContain("Grocery Store");
+					expect(result.messages[0].content.text).toContain("Groceries");
+					expect(result.messages[0].content.text).toContain("Weekly shopping");
+				});
+
+				it("should handle partial arguments", async () => {
+					const args = {
+						account_name: "Savings Account",
+						payee: "Transfer",
+					};
+
+					const result = await promptManager.getPrompt(
+						"create-transaction",
+						args,
+					);
+
+					expect(result.description).toBe(
+						"Create a transaction for Transfer in Savings Account",
+					);
+					expect(result.messages[0].content.text).toContain(
+						"first available budget",
+					);
+					expect(result.messages[0].content.text).toContain("Savings Account");
+					expect(result.messages[0].content.text).toContain("[AMOUNT]");
+					expect(result.messages[0].content.text).toContain("Transfer");
+					expect(result.messages[0].content.text).toContain("[CATEGORY]");
+				});
+
+				it("should include proper workflow instructions", async () => {
+					const result = await promptManager.getPrompt(
+						"create-transaction",
+						{},
+					);
+
+					const text = result.messages[0].content.text;
+					expect(text).toContain("list budgets to find the budget ID");
+					expect(text).toContain(
+						"List accounts for that budget to find the account ID",
+					);
+					expect(text).toContain("list categories to find the category ID");
+					expect(text).toContain(
+						"Create the transaction with the correct amount in milliunits",
+					);
+					expect(text).toContain("multiply by 1000");
+				});
+			});
+
+			describe("budget-summary", () => {
+				it("should generate budget summary prompt with default values", async () => {
+					const result = await promptManager.getPrompt("budget-summary", {});
+
+					expect(result.description).toBe(
+						"Get budget summary for first available budget",
+					);
+					expect(result.messages).toHaveLength(1);
+					expect(result.messages[0].role).toBe("user");
+					expect(result.messages[0].content.text).toContain(
+						"first available budget",
+					);
+					expect(result.messages[0].content.text).toContain("current month");
+				});
+
+				it("should generate budget summary prompt with provided arguments", async () => {
+					const args = {
+						budget_name: "Family Budget",
+						month: "2024-03",
+					};
+
+					const result = await promptManager.getPrompt("budget-summary", args);
+
+					expect(result.description).toBe(
+						"Get budget summary for Family Budget",
+					);
+					expect(result.messages[0].content.text).toContain(
+						"Family Budget (2024-03)",
+					);
+				});
+
+				it("should include YNAB-specific guidance", async () => {
+					const result = await promptManager.getPrompt("budget-summary", {});
+
+					const text = result.messages[0].content.text;
+					expect(text).toContain("budgeted: Amount assigned to the category");
+					expect(text).toContain("activity: Spending/income in the category");
+					expect(text).toContain("balance: Available amount in the category");
+					expect(text).toContain("OVERSPENDING occurs when balance < 0");
+					expect(text).toContain("SPENDING TRENDS");
+					expect(text).toContain("BUDGET OPTIMIZATION");
+					expect(text).toContain("reliability_score");
+					expect(text).toContain("Consistently Under-Spent Categories");
+					expect(text).toContain("Categories Over Monthly Assignment");
+					expect(text).toContain("Large Unused Category Balances");
+				});
+			});
+
+			describe("account-balances", () => {
+				it("should generate account balances prompt with default values", async () => {
+					const result = await promptManager.getPrompt("account-balances", {});
+
+					expect(result.description).toBe(
+						"Check account balances for all accounts",
+					);
+					expect(result.messages).toHaveLength(1);
+					expect(result.messages[0].role).toBe("user");
+					expect(result.messages[0].content.text).toContain(
+						"first available budget",
+					);
+					expect(result.messages[0].content.text).toContain("all accounts");
+				});
+
+				it("should generate account balances prompt with provided arguments", async () => {
+					const args = {
+						budget_name: "Business Budget",
+						account_type: "checking",
+					};
+
+					const result = await promptManager.getPrompt(
+						"account-balances",
+						args,
+					);
+
+					expect(result.description).toBe(
+						"Check account balances for checking",
+					);
+					expect(result.messages[0].content.text).toContain("Business Budget");
+					expect(result.messages[0].content.text).toContain("checking");
+				});
+
+				it("should include proper balance display instructions", async () => {
+					const result = await promptManager.getPrompt("account-balances", {});
+
+					const text = result.messages[0].content.text;
+					expect(text).toContain("Account name and type");
+					expect(text).toContain("Current balance");
+					expect(text).toContain("Cleared vs uncleared amounts");
+					expect(text).toContain("Total by account type");
+					expect(text).toContain("Net worth summary");
+					expect(text).toContain("Convert milliunits to dollars");
+				});
+			});
+
+			describe("unknown prompts", () => {
+				it("should throw error for unknown prompt names", async () => {
+					await expect(
+						promptManager.getPrompt("unknown-prompt", {}),
+					).rejects.toThrow("Unknown prompt: unknown-prompt");
+				});
+
+				it("should throw error for empty prompt name", async () => {
+					await expect(promptManager.getPrompt("", {})).rejects.toThrow(
+						"Unknown prompt: ",
+					);
+				});
+			});
+
+			describe("argument handling", () => {
+				it("should handle undefined arguments", async () => {
+					const result = await promptManager.getPrompt(
+						"create-transaction",
+						undefined,
+					);
+
+					expect(result.description).toBe(
+						"Create a transaction for [PAYEE] in [ACCOUNT_NAME]",
+					);
+					expect(result.messages[0].content.text).toContain(
+						"first available budget",
+					);
+				});
+
+				it("should handle null arguments", async () => {
+					const result = await promptManager.getPrompt(
+						"budget-summary",
+						null as any,
+					);
+
+					expect(result.description).toBe(
+						"Get budget summary for first available budget",
+					);
+					expect(result.messages[0].content.text).toContain("current month");
+				});
+
+				it("should handle empty arguments object", async () => {
+					const result = await promptManager.getPrompt("account-balances", {});
+
+					expect(result.description).toBe(
+						"Check account balances for all accounts",
+					);
+					expect(result.messages[0].content.text).toContain("all accounts");
+				});
+
+				it("should handle arguments with null/undefined values", async () => {
+					const args = {
+						budget_name: null,
+						account_name: undefined,
+						amount: "",
+						payee: "Test Payee",
+					};
+
+					const result = await promptManager.getPrompt(
+						"create-transaction",
+						args,
+					);
+
+					expect(result.messages[0].content.text).toContain(
+						"first available budget",
+					);
+					expect(result.messages[0].content.text).toContain("[ACCOUNT_NAME]");
+					expect(result.messages[0].content.text).toContain("[AMOUNT]");
+					expect(result.messages[0].content.text).toContain("Test Payee");
+				});
+			});
+
+			describe("edge cases", () => {
+				it("should handle very long argument values", async () => {
+					const longValue = "a".repeat(1000);
+					const args = {
+						budget_name: longValue,
+						memo: longValue,
+					};
+
+					const result = await promptManager.getPrompt(
+						"create-transaction",
+						args,
+					);
+
+					expect(result.messages[0].content.text).toContain(longValue);
+				});
+
+				it("should handle special characters in arguments", async () => {
+					const args = {
+						payee: "McDonald's & Co. (special chars: !@#$%^&*)",
+						category: "Dining/Restaurants",
+						memo: 'Quote: "Great food!"',
+					};
+
+					const result = await promptManager.getPrompt(
+						"create-transaction",
+						args,
+					);
+
+					expect(result.messages[0].content.text).toContain(args.payee);
+					expect(result.messages[0].content.text).toContain(args.category);
+					expect(result.messages[0].content.text).toContain(args.memo);
+				});
+
+				it("should maintain consistent message structure across all prompts", async () => {
+					const prompts = [
+						"create-transaction",
+						"budget-summary",
+						"account-balances",
+					];
+
+					for (const promptName of prompts) {
+						const result = await promptManager.getPrompt(promptName, {});
+
+						expect(result).toHaveProperty("description");
+						expect(result).toHaveProperty("messages");
+						expect(Array.isArray(result.messages)).toBe(true);
+						expect(result.messages).toHaveLength(1);
+						expect(result.messages[0]).toHaveProperty("role", "user");
+						expect(result.messages[0]).toHaveProperty("content");
+						expect(result.messages[0].content).toHaveProperty("type", "text");
+						expect(result.messages[0].content).toHaveProperty("text");
+						expect(typeof result.messages[0].content.text).toBe("string");
+						expect(result.messages[0].content.text.length).toBeGreaterThan(0);
+					}
+				});
+			});
+		});
+	});
 });