@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
@@ -1,640 +1,671 @@
1
- import { describe, it, expect, vi, beforeEach, afterAll } from 'vitest';
2
- import * as ynab from 'ynab';
1
+ import { afterAll, beforeEach, describe, expect, it, vi } from "vitest";
2
+ import type * as ynab from "ynab";
3
+ import { CacheKeys } from "../../server/cacheKeys.js";
3
4
  import {
4
- handleListCategories,
5
- handleGetCategory,
6
- handleUpdateCategory,
7
- ListCategoriesSchema,
8
- GetCategorySchema,
9
- UpdateCategorySchema,
10
- } from '../categoryTools.js';
11
- import { createDeltaFetcherMock, createRejectingDeltaFetcherMock } from './deltaTestUtils.js';
12
- import { CacheKeys } from '../../server/cacheKeys.js';
5
+ GetCategorySchema,
6
+ ListCategoriesSchema,
7
+ UpdateCategorySchema,
8
+ handleGetCategory,
9
+ handleListCategories,
10
+ handleUpdateCategory,
11
+ } from "../categoryTools.js";
12
+ import {
13
+ createDeltaFetcherMock,
14
+ createRejectingDeltaFetcherMock,
15
+ } from "./deltaTestUtils.js";
13
16
 
14
17
  // Mock the cache manager
15
- vi.mock('../../server/cacheManager.js', () => ({
16
- cacheManager: {
17
- wrap: vi.fn(),
18
- has: vi.fn(),
19
- delete: vi.fn(),
20
- deleteMany: vi.fn(),
21
- deleteByPrefix: vi.fn(),
22
- deleteByBudgetId: vi.fn(),
23
- clear: vi.fn(),
24
- },
25
- CacheManager: {
26
- generateKey: vi.fn(),
27
- },
28
- CACHE_TTLS: {
29
- CATEGORIES: 300000,
30
- },
18
+ vi.mock("../../server/cacheManager.js", () => ({
19
+ cacheManager: {
20
+ wrap: vi.fn(),
21
+ has: vi.fn(),
22
+ delete: vi.fn(),
23
+ deleteMany: vi.fn(),
24
+ deleteByPrefix: vi.fn(),
25
+ deleteByBudgetId: vi.fn(),
26
+ clear: vi.fn(),
27
+ },
28
+ CacheManager: {
29
+ generateKey: vi.fn(),
30
+ },
31
+ CACHE_TTLS: {
32
+ CATEGORIES: 300000,
33
+ },
31
34
  }));
32
35
 
33
36
  // Mock the YNAB API
34
37
  const mockYnabAPI = {
35
- categories: {
36
- getCategories: vi.fn(),
37
- getCategoryById: vi.fn(),
38
- updateMonthCategory: vi.fn(),
39
- },
38
+ categories: {
39
+ getCategories: vi.fn(),
40
+ getCategoryById: vi.fn(),
41
+ updateMonthCategory: vi.fn(),
42
+ },
40
43
  } as unknown as ynab.API;
41
44
 
42
45
  // Import mocked cache manager
43
- const { cacheManager, CacheManager } = await import('../../server/cacheManager.js');
46
+ const { cacheManager, CacheManager } = await import(
47
+ "../../server/cacheManager.js"
48
+ );
44
49
 
45
50
  // Capture original NODE_ENV for restoration
46
51
  const originalNodeEnv = process.env.NODE_ENV;
47
52
 
48
- describe('Category Tools', () => {
49
- beforeEach(() => {
50
- vi.clearAllMocks();
51
- // Reset NODE_ENV to test to ensure cache bypassing in tests
52
- process.env['NODE_ENV'] = 'test';
53
- (cacheManager.wrap as ReturnType<typeof vi.fn>).mockImplementation(
54
- async (
55
- _key: string,
56
- options: {
57
- loader: () => Promise<unknown>;
58
- },
59
- ) => {
60
- return await options.loader();
61
- },
62
- );
63
- (cacheManager.has as ReturnType<typeof vi.fn>).mockReturnValue(false);
64
- (CacheManager.generateKey as any).mockImplementation(
65
- (prefix: string, type: string, budgetId: string, id?: string) => {
66
- if (prefix === CacheKeys.CATEGORIES && type === 'list') {
67
- return `categories:list:${budgetId}`;
68
- }
69
- if (prefix === CacheKeys.CATEGORIES && type === 'get' && id) {
70
- return `categories:get:${budgetId}:${id}`;
71
- }
72
- if (prefix === CacheKeys.MONTHS && type === 'list') {
73
- return `months:list:${budgetId}`;
74
- }
75
- if (prefix === CacheKeys.MONTHS && type === 'get' && id) {
76
- return `months:get:${budgetId}:${id}`;
77
- }
78
- return `${prefix}:${type}:${budgetId}:${id || ''}`;
79
- },
80
- );
81
- });
82
-
83
- afterAll(() => {
84
- // Restore original NODE_ENV value
85
- if (originalNodeEnv === undefined) {
86
- delete process.env.NODE_ENV;
87
- } else {
88
- process.env.NODE_ENV = originalNodeEnv;
89
- }
90
- });
91
-
92
- describe('handleListCategories', () => {
93
- it('should include cache metadata from delta fetcher results', async () => {
94
- const mockCategoryGroups = [
95
- {
96
- id: 'group-1',
97
- name: 'Immediate Obligations',
98
- hidden: false,
99
- deleted: false,
100
- categories: [
101
- {
102
- id: 'category-1',
103
- category_group_id: 'group-1',
104
- name: 'Rent/Mortgage',
105
- hidden: false,
106
- original_category_group_id: null,
107
- note: 'Monthly housing payment',
108
- budgeted: 150000,
109
- activity: -150000,
110
- balance: 0,
111
- goal_type: null,
112
- goal_creation_month: null,
113
- goal_target: null,
114
- goal_target_month: null,
115
- goal_percentage_complete: null,
116
- },
117
- ],
118
- },
119
- ];
120
- const { fetcher, resolved } = createDeltaFetcherMock('fetchCategories', {
121
- data: mockCategoryGroups,
122
- wasCached: true,
123
- usedDelta: true,
124
- });
125
-
126
- const result = await handleListCategories(mockYnabAPI, fetcher, {
127
- budget_id: 'budget-1',
128
- });
129
-
130
- const parsedContent = JSON.parse(result.content[0].text);
131
- expect(parsedContent.cached).toBe(resolved.wasCached);
132
- expect(parsedContent.cache_info).toContain('delta merge applied');
133
- expect(parsedContent.categories).toHaveLength(1);
134
- });
135
-
136
- it('should return formatted category list on success', async () => {
137
- const mockCategoryGroups = [
138
- {
139
- id: 'group-1',
140
- name: 'Immediate Obligations',
141
- hidden: false,
142
- deleted: false,
143
- categories: [
144
- {
145
- id: 'category-1',
146
- category_group_id: 'group-1',
147
- name: 'Rent/Mortgage',
148
- hidden: false,
149
- original_category_group_id: null,
150
- note: 'Monthly housing payment',
151
- budgeted: 150000,
152
- activity: -150000,
153
- balance: 0,
154
- goal_type: null,
155
- goal_creation_month: null,
156
- goal_target: null,
157
- goal_target_month: null,
158
- goal_percentage_complete: null,
159
- },
160
- {
161
- id: 'category-2',
162
- category_group_id: 'group-1',
163
- name: 'Utilities',
164
- hidden: false,
165
- original_category_group_id: null,
166
- note: null,
167
- budgeted: 20000,
168
- activity: -18000,
169
- balance: 2000,
170
- goal_type: null,
171
- goal_creation_month: null,
172
- goal_target: null,
173
- goal_target_month: null,
174
- goal_percentage_complete: null,
175
- },
176
- ],
177
- },
178
- {
179
- id: 'group-2',
180
- name: 'True Expenses',
181
- hidden: false,
182
- deleted: false,
183
- categories: [
184
- {
185
- id: 'category-3',
186
- category_group_id: 'group-2',
187
- name: 'Car Maintenance',
188
- hidden: false,
189
- original_category_group_id: null,
190
- note: null,
191
- budgeted: 5000,
192
- activity: 0,
193
- balance: 5000,
194
- goal_type: 'TBD',
195
- goal_creation_month: '2024-01-01',
196
- goal_target: 100000,
197
- goal_target_month: '2024-12-01',
198
- goal_percentage_complete: 5,
199
- },
200
- ],
201
- },
202
- ];
203
- const { fetcher, resolved } = createDeltaFetcherMock('fetchCategories', {
204
- data: mockCategoryGroups,
205
- wasCached: false,
206
- });
207
-
208
- const result = await handleListCategories(mockYnabAPI, fetcher, {
209
- budget_id: 'budget-1',
210
- });
211
-
212
- const parsedContent = JSON.parse(result.content[0].text);
213
- expect(parsedContent.categories).toHaveLength(3);
214
- expect(parsedContent.category_groups).toHaveLength(2);
215
- expect(parsedContent.cached).toBe(resolved.wasCached);
216
- expect(parsedContent.cache_info).toBe('Fresh data retrieved from YNAB API');
217
- expect(parsedContent.categories[0]).toEqual({
218
- id: 'category-1',
219
- category_group_id: 'group-1',
220
- category_group_name: 'Immediate Obligations',
221
- name: 'Rent/Mortgage',
222
- hidden: false,
223
- original_category_group_id: null,
224
- note: 'Monthly housing payment',
225
- budgeted: 150,
226
- activity: -150,
227
- balance: 0,
228
- goal_type: null,
229
- goal_creation_month: null,
230
- goal_target_month: null,
231
- goal_percentage_complete: null,
232
- });
233
- // Verify goal_target conversion for category-3 (100000 cents -> 100 dollars)
234
- expect(parsedContent.categories[2]).toMatchObject({
235
- id: 'category-3',
236
- name: 'Car Maintenance',
237
- goal_target: 100,
238
- });
239
- });
240
-
241
- it('should handle authentication errors', async () => {
242
- const { fetcher } = createRejectingDeltaFetcherMock(
243
- 'fetchCategories',
244
- new Error('401 Unauthorized'),
245
- );
246
-
247
- const result = await handleListCategories(mockYnabAPI, fetcher, {
248
- budget_id: 'budget-1',
249
- });
250
-
251
- const parsedContent = JSON.parse(result.content[0].text);
252
- expect(parsedContent.error.message).toBe('Invalid or expired YNAB access token');
253
- });
254
-
255
- it('should handle not found errors', async () => {
256
- const { fetcher } = createRejectingDeltaFetcherMock(
257
- 'fetchCategories',
258
- new Error('404 Not Found'),
259
- );
260
-
261
- const result = await handleListCategories(mockYnabAPI, fetcher, {
262
- budget_id: 'invalid-budget',
263
- });
264
-
265
- const parsedContent = JSON.parse(result.content[0].text);
266
- expect(parsedContent.error.message).toBe('Budget or category not found');
267
- });
268
- });
269
- describe('handleGetCategory', () => {
270
- it('should return detailed category information on success', async () => {
271
- const mockCategory = {
272
- id: 'category-1',
273
- category_group_id: 'group-1',
274
- name: 'Groceries',
275
- hidden: false,
276
- original_category_group_id: null,
277
- note: 'Food and household items',
278
- budgeted: 50000,
279
- activity: -45000,
280
- balance: 5000,
281
- goal_type: 'TBD',
282
- goal_creation_month: '2024-01-01',
283
- goal_target: 60000,
284
- goal_target_month: '2024-12-01',
285
- goal_percentage_complete: 83,
286
- };
287
-
288
- (mockYnabAPI.categories.getCategoryById as any).mockResolvedValue({
289
- data: { category: mockCategory },
290
- });
291
-
292
- const result = await handleGetCategory(mockYnabAPI, {
293
- budget_id: 'budget-1',
294
- category_id: 'category-1',
295
- });
296
-
297
- expect(result.content).toHaveLength(1);
298
- expect(result.content[0].type).toBe('text');
299
-
300
- const parsedContent = JSON.parse(result.content[0].text);
301
- expect(parsedContent.category).toEqual({
302
- id: 'category-1',
303
- category_group_id: 'group-1',
304
- name: 'Groceries',
305
- hidden: false,
306
- original_category_group_id: null,
307
- note: 'Food and household items',
308
- budgeted: 50,
309
- activity: -45,
310
- balance: 5,
311
- goal_type: 'TBD',
312
- goal_creation_month: '2024-01-01',
313
- goal_target: 60,
314
- goal_target_month: '2024-12-01',
315
- goal_percentage_complete: 83,
316
- });
317
- expect(parsedContent.cached).toBe(false);
318
- expect(parsedContent.cache_info).toBe('Fresh data retrieved from YNAB API');
319
- });
320
-
321
- it('should reflect cached responses when data exists in cache', async () => {
322
- const mockCategory = {
323
- id: 'category-1',
324
- category_group_id: 'group-1',
325
- name: 'Groceries',
326
- hidden: false,
327
- original_category_group_id: null,
328
- note: 'Food and household items',
329
- budgeted: 50000,
330
- activity: -45000,
331
- balance: 5000,
332
- goal_type: 'TBD',
333
- goal_creation_month: '2024-01-01',
334
- goal_target: 60000,
335
- goal_target_month: '2024-12-01',
336
- goal_percentage_complete: 83,
337
- };
338
-
339
- (mockYnabAPI.categories.getCategoryById as any).mockResolvedValue({
340
- data: { category: mockCategory },
341
- });
342
- (cacheManager.has as ReturnType<typeof vi.fn>).mockReturnValueOnce(true);
343
-
344
- const result = await handleGetCategory(mockYnabAPI, {
345
- budget_id: 'budget-1',
346
- category_id: 'category-1',
347
- });
348
-
349
- const parsedContent = JSON.parse(result.content[0].text);
350
- expect(parsedContent.cached).toBe(true);
351
- expect(parsedContent.cache_info).toBe('Data retrieved from cache for improved performance');
352
- });
353
-
354
- it('should handle 404 not found errors', async () => {
355
- (mockYnabAPI.categories.getCategoryById as any).mockRejectedValue(new Error('404 Not Found'));
356
-
357
- const result = await handleGetCategory(mockYnabAPI, {
358
- budget_id: 'budget-1',
359
- category_id: 'invalid-category',
360
- });
361
-
362
- expect(result.content).toHaveLength(1);
363
- const parsedContent = JSON.parse(result.content[0].text);
364
- expect(parsedContent.error.message).toBe('Budget or category not found');
365
- });
366
- });
367
-
368
- describe('handleUpdateCategory', () => {
369
- it('should update category budget for current month on success', async () => {
370
- const mockUpdatedCategory = {
371
- id: 'category-1',
372
- category_group_id: 'group-1',
373
- name: 'Groceries',
374
- hidden: false,
375
- original_category_group_id: null,
376
- note: 'Food and household items',
377
- budgeted: 60000, // Updated amount
378
- activity: -45000,
379
- balance: 15000,
380
- goal_type: 'TBD',
381
- goal_creation_month: '2024-01-01',
382
- goal_target: 60000,
383
- goal_target_month: '2024-12-01',
384
- goal_percentage_complete: 100,
385
- };
386
-
387
- (mockYnabAPI.categories.updateMonthCategory as any).mockResolvedValue({
388
- data: { category: mockUpdatedCategory },
389
- });
390
-
391
- const result = await handleUpdateCategory(mockYnabAPI, {
392
- budget_id: 'budget-1',
393
- category_id: 'category-1',
394
- budgeted: 60000,
395
- });
396
-
397
- expect(result.content).toHaveLength(1);
398
- expect(result.content[0].type).toBe('text');
399
-
400
- const parsedContent = JSON.parse(result.content[0].text);
401
- expect(parsedContent.category.budgeted).toBe(60);
402
- expect(parsedContent.updated_month).toMatch(/^\d{4}-\d{2}-01$/);
403
-
404
- // Verify the API was called with correct parameters
405
- expect(mockYnabAPI.categories.updateMonthCategory).toHaveBeenCalledWith(
406
- 'budget-1',
407
- expect.stringMatching(/^\d{4}-\d{2}-01$/),
408
- 'category-1',
409
- { category: { budgeted: 60000 } },
410
- );
411
- });
412
-
413
- it('should handle 404 not found errors', async () => {
414
- (mockYnabAPI.categories.updateMonthCategory as any).mockRejectedValue(
415
- new Error('404 Not Found'),
416
- );
417
-
418
- const result = await handleUpdateCategory(mockYnabAPI, {
419
- budget_id: 'budget-1',
420
- category_id: 'invalid-category',
421
- budgeted: 50000,
422
- });
423
-
424
- expect(result.content).toHaveLength(1);
425
- const parsedContent = JSON.parse(result.content[0].text);
426
- expect(parsedContent.error.message).toBe('Budget or category not found');
427
- });
428
-
429
- it('should handle 403 forbidden errors', async () => {
430
- (mockYnabAPI.categories.updateMonthCategory as any).mockRejectedValue(
431
- new Error('403 Forbidden'),
432
- );
433
-
434
- const result = await handleUpdateCategory(mockYnabAPI, {
435
- budget_id: 'budget-1',
436
- category_id: 'category-1',
437
- budgeted: 50000,
438
- });
439
-
440
- expect(result.content).toHaveLength(1);
441
- const parsedContent = JSON.parse(result.content[0].text);
442
- expect(parsedContent.error.message).toBe('Insufficient permissions to access YNAB data');
443
- });
444
-
445
- it('should invalidate category caches on successful category update', async () => {
446
- const mockUpdatedCategory = {
447
- id: 'category-1',
448
- category_group_id: 'group-1',
449
- name: 'Groceries',
450
- hidden: false,
451
- original_category_group_id: null,
452
- note: 'Food and household items',
453
- budgeted: 60000, // Updated amount
454
- activity: -45000,
455
- balance: 15000,
456
- goal_type: 'TBD',
457
- goal_creation_month: '2024-01-01',
458
- goal_target: 60000,
459
- goal_target_month: '2024-12-01',
460
- goal_percentage_complete: 100,
461
- };
462
-
463
- (mockYnabAPI.categories.updateMonthCategory as any).mockResolvedValue({
464
- data: { category: mockUpdatedCategory },
465
- });
466
-
467
- await handleUpdateCategory(mockYnabAPI, {
468
- budget_id: 'budget-1',
469
- category_id: 'category-1',
470
- budgeted: 60000,
471
- });
472
-
473
- // Verify cache was invalidated for both category list and specific category
474
- expect(CacheManager.generateKey).toHaveBeenCalledWith(
475
- CacheKeys.CATEGORIES,
476
- 'list',
477
- 'budget-1',
478
- );
479
- expect(CacheManager.generateKey).toHaveBeenCalledWith(
480
- CacheKeys.CATEGORIES,
481
- 'get',
482
- 'budget-1',
483
- 'category-1',
484
- );
485
- expect(cacheManager.delete).toHaveBeenCalledWith(`categories:list:budget-1`);
486
- expect(cacheManager.delete).toHaveBeenCalledWith(`categories:get:budget-1:category-1`);
487
-
488
- // Verify month-related caches were invalidated
489
- expect(CacheManager.generateKey).toHaveBeenCalledWith(CacheKeys.MONTHS, 'list', 'budget-1');
490
- expect(CacheManager.generateKey).toHaveBeenCalledWith(
491
- CacheKeys.MONTHS,
492
- 'get',
493
- 'budget-1',
494
- expect.stringMatching(/^\d{4}-\d{2}-01$/),
495
- );
496
- const currentMonth = `${new Date().getFullYear()}-${String(new Date().getMonth() + 1).padStart(2, '0')}-01`;
497
- expect(cacheManager.delete).toHaveBeenCalledWith(`months:list:budget-1`);
498
- expect(cacheManager.delete).toHaveBeenCalledWith(`months:get:budget-1:${currentMonth}`);
499
- });
500
-
501
- it('should not invalidate cache on dry_run category update', async () => {
502
- const mockUpdatedCategory = {
503
- id: 'category-1',
504
- category_group_id: 'group-1',
505
- name: 'Groceries',
506
- hidden: false,
507
- original_category_group_id: null,
508
- note: 'Food and household items',
509
- budgeted: 60000,
510
- activity: -45000,
511
- balance: 15000,
512
- goal_type: 'TBD',
513
- goal_creation_month: '2024-01-01',
514
- goal_target: 60000,
515
- goal_target_month: '2024-12-01',
516
- goal_percentage_complete: 100,
517
- };
518
-
519
- (mockYnabAPI.categories.updateMonthCategory as any).mockResolvedValue({
520
- data: { category: mockUpdatedCategory },
521
- });
522
-
523
- const result = await handleUpdateCategory(mockYnabAPI, {
524
- budget_id: 'budget-1',
525
- category_id: 'category-1',
526
- budgeted: 60000,
527
- dry_run: true,
528
- });
529
-
530
- // Verify the live API method was NOT called for dry run
531
- expect(mockYnabAPI.categories.updateMonthCategory).not.toHaveBeenCalled();
532
-
533
- // Verify cache was NOT invalidated for dry run
534
- expect(cacheManager.delete).not.toHaveBeenCalled();
535
- expect(CacheManager.generateKey).not.toHaveBeenCalled();
536
-
537
- expect(result.content).toHaveLength(1);
538
- const parsedContent = JSON.parse(result.content[0].text);
539
- expect(parsedContent.dry_run).toBe(true);
540
- expect(parsedContent.action).toBe('update_category');
541
- expect(parsedContent.request).toMatchObject({
542
- budget_id: 'budget-1',
543
- category_id: 'category-1',
544
- budgeted: 60,
545
- });
546
- expect(parsedContent.request.month).toMatch(/^\d{4}-\d{2}-01$/);
547
- });
548
- });
549
-
550
- describe('Schema Validation', () => {
551
- describe('ListCategoriesSchema', () => {
552
- it('should validate valid budget_id', () => {
553
- const result = ListCategoriesSchema.parse({ budget_id: 'valid-budget-id' });
554
- expect(result.budget_id).toBe('valid-budget-id');
555
- });
556
-
557
- it('should reject empty budget_id', () => {
558
- expect(() => ListCategoriesSchema.parse({ budget_id: '' })).toThrow();
559
- });
560
-
561
- it('should reject missing budget_id', () => {
562
- expect(() => ListCategoriesSchema.parse({})).toThrow();
563
- });
564
- });
565
-
566
- describe('GetCategorySchema', () => {
567
- it('should validate valid parameters', () => {
568
- const result = GetCategorySchema.parse({
569
- budget_id: 'budget-1',
570
- category_id: 'category-1',
571
- });
572
- expect(result.budget_id).toBe('budget-1');
573
- expect(result.category_id).toBe('category-1');
574
- });
575
-
576
- it('should reject empty category_id', () => {
577
- expect(() =>
578
- GetCategorySchema.parse({
579
- budget_id: 'budget-1',
580
- category_id: '',
581
- }),
582
- ).toThrow();
583
- });
584
-
585
- it('should reject missing category_id', () => {
586
- expect(() => GetCategorySchema.parse({ budget_id: 'budget-1' })).toThrow();
587
- });
588
- });
589
-
590
- describe('UpdateCategorySchema', () => {
591
- it('should validate valid parameters', () => {
592
- const result = UpdateCategorySchema.parse({
593
- budget_id: 'budget-1',
594
- category_id: 'category-1',
595
- budgeted: 50000,
596
- });
597
- expect(result.budget_id).toBe('budget-1');
598
- expect(result.category_id).toBe('category-1');
599
- expect(result.budgeted).toBe(50000);
600
- });
601
-
602
- it('should reject non-integer budgeted amount', () => {
603
- expect(() =>
604
- UpdateCategorySchema.parse({
605
- budget_id: 'budget-1',
606
- category_id: 'category-1',
607
- budgeted: 50.5,
608
- }),
609
- ).toThrow();
610
- });
611
-
612
- it('should reject missing budgeted amount', () => {
613
- expect(() =>
614
- UpdateCategorySchema.parse({
615
- budget_id: 'budget-1',
616
- category_id: 'category-1',
617
- }),
618
- ).toThrow();
619
- });
620
-
621
- it('should accept negative budgeted amounts', () => {
622
- const result = UpdateCategorySchema.parse({
623
- budget_id: 'budget-1',
624
- category_id: 'category-1',
625
- budgeted: -10000,
626
- });
627
- expect(result.budgeted).toBe(-10000);
628
- });
629
-
630
- it('should accept zero budgeted amount', () => {
631
- const result = UpdateCategorySchema.parse({
632
- budget_id: 'budget-1',
633
- category_id: 'category-1',
634
- budgeted: 0,
635
- });
636
- expect(result.budgeted).toBe(0);
637
- });
638
- });
639
- });
53
+ describe("Category Tools", () => {
54
+ beforeEach(() => {
55
+ vi.clearAllMocks();
56
+ // Reset NODE_ENV to test to ensure cache bypassing in tests
57
+ process.env.NODE_ENV = "test";
58
+ (cacheManager.wrap as ReturnType<typeof vi.fn>).mockImplementation(
59
+ async (
60
+ _key: string,
61
+ options: {
62
+ loader: () => Promise<unknown>;
63
+ },
64
+ ) => {
65
+ return await options.loader();
66
+ },
67
+ );
68
+ (cacheManager.has as ReturnType<typeof vi.fn>).mockReturnValue(false);
69
+ (CacheManager.generateKey as any).mockImplementation(
70
+ (prefix: string, type: string, budgetId: string, id?: string) => {
71
+ if (prefix === CacheKeys.CATEGORIES && type === "list") {
72
+ return `categories:list:${budgetId}`;
73
+ }
74
+ if (prefix === CacheKeys.CATEGORIES && type === "get" && id) {
75
+ return `categories:get:${budgetId}:${id}`;
76
+ }
77
+ if (prefix === CacheKeys.MONTHS && type === "list") {
78
+ return `months:list:${budgetId}`;
79
+ }
80
+ if (prefix === CacheKeys.MONTHS && type === "get" && id) {
81
+ return `months:get:${budgetId}:${id}`;
82
+ }
83
+ return `${prefix}:${type}:${budgetId}:${id || ""}`;
84
+ },
85
+ );
86
+ });
87
+
88
+ afterAll(() => {
89
+ // Restore original NODE_ENV value
90
+ if (originalNodeEnv === undefined) {
91
+ process.env.NODE_ENV = undefined;
92
+ } else {
93
+ process.env.NODE_ENV = originalNodeEnv;
94
+ }
95
+ });
96
+
97
+ describe("handleListCategories", () => {
98
+ it("should include cache metadata from delta fetcher results", async () => {
99
+ const mockCategoryGroups = [
100
+ {
101
+ id: "group-1",
102
+ name: "Immediate Obligations",
103
+ hidden: false,
104
+ deleted: false,
105
+ categories: [
106
+ {
107
+ id: "category-1",
108
+ category_group_id: "group-1",
109
+ name: "Rent/Mortgage",
110
+ hidden: false,
111
+ original_category_group_id: null,
112
+ note: "Monthly housing payment",
113
+ budgeted: 150000,
114
+ activity: -150000,
115
+ balance: 0,
116
+ goal_type: null,
117
+ goal_creation_month: null,
118
+ goal_target: null,
119
+ goal_target_month: null,
120
+ goal_percentage_complete: null,
121
+ },
122
+ ],
123
+ },
124
+ ];
125
+ const { fetcher, resolved } = createDeltaFetcherMock("fetchCategories", {
126
+ data: mockCategoryGroups,
127
+ wasCached: true,
128
+ usedDelta: true,
129
+ });
130
+
131
+ const result = await handleListCategories(mockYnabAPI, fetcher, {
132
+ budget_id: "budget-1",
133
+ });
134
+
135
+ const parsedContent = JSON.parse(result.content[0].text);
136
+ expect(parsedContent.cached).toBe(resolved.wasCached);
137
+ expect(parsedContent.cache_info).toContain("delta merge applied");
138
+ expect(parsedContent.categories).toHaveLength(1);
139
+ });
140
+
141
+ it("should return formatted category list on success", async () => {
142
+ const mockCategoryGroups = [
143
+ {
144
+ id: "group-1",
145
+ name: "Immediate Obligations",
146
+ hidden: false,
147
+ deleted: false,
148
+ categories: [
149
+ {
150
+ id: "category-1",
151
+ category_group_id: "group-1",
152
+ name: "Rent/Mortgage",
153
+ hidden: false,
154
+ original_category_group_id: null,
155
+ note: "Monthly housing payment",
156
+ budgeted: 150000,
157
+ activity: -150000,
158
+ balance: 0,
159
+ goal_type: null,
160
+ goal_creation_month: null,
161
+ goal_target: null,
162
+ goal_target_month: null,
163
+ goal_percentage_complete: null,
164
+ },
165
+ {
166
+ id: "category-2",
167
+ category_group_id: "group-1",
168
+ name: "Utilities",
169
+ hidden: false,
170
+ original_category_group_id: null,
171
+ note: null,
172
+ budgeted: 20000,
173
+ activity: -18000,
174
+ balance: 2000,
175
+ goal_type: null,
176
+ goal_creation_month: null,
177
+ goal_target: null,
178
+ goal_target_month: null,
179
+ goal_percentage_complete: null,
180
+ },
181
+ ],
182
+ },
183
+ {
184
+ id: "group-2",
185
+ name: "True Expenses",
186
+ hidden: false,
187
+ deleted: false,
188
+ categories: [
189
+ {
190
+ id: "category-3",
191
+ category_group_id: "group-2",
192
+ name: "Car Maintenance",
193
+ hidden: false,
194
+ original_category_group_id: null,
195
+ note: null,
196
+ budgeted: 5000,
197
+ activity: 0,
198
+ balance: 5000,
199
+ goal_type: "TBD",
200
+ goal_creation_month: "2024-01-01",
201
+ goal_target: 100000,
202
+ goal_target_month: "2024-12-01",
203
+ goal_percentage_complete: 5,
204
+ },
205
+ ],
206
+ },
207
+ ];
208
+ const { fetcher, resolved } = createDeltaFetcherMock("fetchCategories", {
209
+ data: mockCategoryGroups,
210
+ wasCached: false,
211
+ });
212
+
213
+ const result = await handleListCategories(mockYnabAPI, fetcher, {
214
+ budget_id: "budget-1",
215
+ });
216
+
217
+ const parsedContent = JSON.parse(result.content[0].text);
218
+ expect(parsedContent.categories).toHaveLength(3);
219
+ expect(parsedContent.category_groups).toHaveLength(2);
220
+ expect(parsedContent.cached).toBe(resolved.wasCached);
221
+ expect(parsedContent.cache_info).toBe(
222
+ "Fresh data retrieved from YNAB API",
223
+ );
224
+ expect(parsedContent.categories[0]).toEqual({
225
+ id: "category-1",
226
+ category_group_id: "group-1",
227
+ category_group_name: "Immediate Obligations",
228
+ name: "Rent/Mortgage",
229
+ hidden: false,
230
+ original_category_group_id: null,
231
+ note: "Monthly housing payment",
232
+ budgeted: 150,
233
+ activity: -150,
234
+ balance: 0,
235
+ goal_type: null,
236
+ goal_creation_month: null,
237
+ goal_target_month: null,
238
+ goal_percentage_complete: null,
239
+ });
240
+ // Verify goal_target conversion for category-3 (100000 cents -> 100 dollars)
241
+ expect(parsedContent.categories[2]).toMatchObject({
242
+ id: "category-3",
243
+ name: "Car Maintenance",
244
+ goal_target: 100,
245
+ });
246
+ });
247
+
248
+ it("should handle authentication errors", async () => {
249
+ const { fetcher } = createRejectingDeltaFetcherMock(
250
+ "fetchCategories",
251
+ new Error("401 Unauthorized"),
252
+ );
253
+
254
+ const result = await handleListCategories(mockYnabAPI, fetcher, {
255
+ budget_id: "budget-1",
256
+ });
257
+
258
+ const parsedContent = JSON.parse(result.content[0].text);
259
+ expect(parsedContent.error.message).toBe(
260
+ "Invalid or expired YNAB access token",
261
+ );
262
+ });
263
+
264
+ it("should handle not found errors", async () => {
265
+ const { fetcher } = createRejectingDeltaFetcherMock(
266
+ "fetchCategories",
267
+ new Error("404 Not Found"),
268
+ );
269
+
270
+ const result = await handleListCategories(mockYnabAPI, fetcher, {
271
+ budget_id: "invalid-budget",
272
+ });
273
+
274
+ const parsedContent = JSON.parse(result.content[0].text);
275
+ expect(parsedContent.error.message).toBe("Budget or category not found");
276
+ });
277
+ });
278
+ describe("handleGetCategory", () => {
279
+ it("should return detailed category information on success", async () => {
280
+ const mockCategory = {
281
+ id: "category-1",
282
+ category_group_id: "group-1",
283
+ name: "Groceries",
284
+ hidden: false,
285
+ original_category_group_id: null,
286
+ note: "Food and household items",
287
+ budgeted: 50000,
288
+ activity: -45000,
289
+ balance: 5000,
290
+ goal_type: "TBD",
291
+ goal_creation_month: "2024-01-01",
292
+ goal_target: 60000,
293
+ goal_target_month: "2024-12-01",
294
+ goal_percentage_complete: 83,
295
+ };
296
+
297
+ (mockYnabAPI.categories.getCategoryById as any).mockResolvedValue({
298
+ data: { category: mockCategory },
299
+ });
300
+
301
+ const result = await handleGetCategory(mockYnabAPI, {
302
+ budget_id: "budget-1",
303
+ category_id: "category-1",
304
+ });
305
+
306
+ expect(result.content).toHaveLength(1);
307
+ expect(result.content[0].type).toBe("text");
308
+
309
+ const parsedContent = JSON.parse(result.content[0].text);
310
+ expect(parsedContent.category).toEqual({
311
+ id: "category-1",
312
+ category_group_id: "group-1",
313
+ name: "Groceries",
314
+ hidden: false,
315
+ original_category_group_id: null,
316
+ note: "Food and household items",
317
+ budgeted: 50,
318
+ activity: -45,
319
+ balance: 5,
320
+ goal_type: "TBD",
321
+ goal_creation_month: "2024-01-01",
322
+ goal_target: 60,
323
+ goal_target_month: "2024-12-01",
324
+ goal_percentage_complete: 83,
325
+ });
326
+ expect(parsedContent.cached).toBe(false);
327
+ expect(parsedContent.cache_info).toBe(
328
+ "Fresh data retrieved from YNAB API",
329
+ );
330
+ });
331
+
332
+ it("should reflect cached responses when data exists in cache", async () => {
333
+ const mockCategory = {
334
+ id: "category-1",
335
+ category_group_id: "group-1",
336
+ name: "Groceries",
337
+ hidden: false,
338
+ original_category_group_id: null,
339
+ note: "Food and household items",
340
+ budgeted: 50000,
341
+ activity: -45000,
342
+ balance: 5000,
343
+ goal_type: "TBD",
344
+ goal_creation_month: "2024-01-01",
345
+ goal_target: 60000,
346
+ goal_target_month: "2024-12-01",
347
+ goal_percentage_complete: 83,
348
+ };
349
+
350
+ (mockYnabAPI.categories.getCategoryById as any).mockResolvedValue({
351
+ data: { category: mockCategory },
352
+ });
353
+ (cacheManager.has as ReturnType<typeof vi.fn>).mockReturnValueOnce(true);
354
+
355
+ const result = await handleGetCategory(mockYnabAPI, {
356
+ budget_id: "budget-1",
357
+ category_id: "category-1",
358
+ });
359
+
360
+ const parsedContent = JSON.parse(result.content[0].text);
361
+ expect(parsedContent.cached).toBe(true);
362
+ expect(parsedContent.cache_info).toBe(
363
+ "Data retrieved from cache for improved performance",
364
+ );
365
+ });
366
+
367
+ it("should handle 404 not found errors", async () => {
368
+ (mockYnabAPI.categories.getCategoryById as any).mockRejectedValue(
369
+ new Error("404 Not Found"),
370
+ );
371
+
372
+ const result = await handleGetCategory(mockYnabAPI, {
373
+ budget_id: "budget-1",
374
+ category_id: "invalid-category",
375
+ });
376
+
377
+ expect(result.content).toHaveLength(1);
378
+ const parsedContent = JSON.parse(result.content[0].text);
379
+ expect(parsedContent.error.message).toBe("Budget or category not found");
380
+ });
381
+ });
382
+
383
+ describe("handleUpdateCategory", () => {
384
+ it("should update category budget for current month on success", async () => {
385
+ const mockUpdatedCategory = {
386
+ id: "category-1",
387
+ category_group_id: "group-1",
388
+ name: "Groceries",
389
+ hidden: false,
390
+ original_category_group_id: null,
391
+ note: "Food and household items",
392
+ budgeted: 60000, // Updated amount
393
+ activity: -45000,
394
+ balance: 15000,
395
+ goal_type: "TBD",
396
+ goal_creation_month: "2024-01-01",
397
+ goal_target: 60000,
398
+ goal_target_month: "2024-12-01",
399
+ goal_percentage_complete: 100,
400
+ };
401
+
402
+ (mockYnabAPI.categories.updateMonthCategory as any).mockResolvedValue({
403
+ data: { category: mockUpdatedCategory },
404
+ });
405
+
406
+ const result = await handleUpdateCategory(mockYnabAPI, {
407
+ budget_id: "budget-1",
408
+ category_id: "category-1",
409
+ budgeted: 60000,
410
+ });
411
+
412
+ expect(result.content).toHaveLength(1);
413
+ expect(result.content[0].type).toBe("text");
414
+
415
+ const parsedContent = JSON.parse(result.content[0].text);
416
+ expect(parsedContent.category.budgeted).toBe(60);
417
+ expect(parsedContent.updated_month).toMatch(/^\d{4}-\d{2}-01$/);
418
+
419
+ // Verify the API was called with correct parameters
420
+ expect(mockYnabAPI.categories.updateMonthCategory).toHaveBeenCalledWith(
421
+ "budget-1",
422
+ expect.stringMatching(/^\d{4}-\d{2}-01$/),
423
+ "category-1",
424
+ { category: { budgeted: 60000 } },
425
+ );
426
+ });
427
+
428
+ it("should handle 404 not found errors", async () => {
429
+ (mockYnabAPI.categories.updateMonthCategory as any).mockRejectedValue(
430
+ new Error("404 Not Found"),
431
+ );
432
+
433
+ const result = await handleUpdateCategory(mockYnabAPI, {
434
+ budget_id: "budget-1",
435
+ category_id: "invalid-category",
436
+ budgeted: 50000,
437
+ });
438
+
439
+ expect(result.content).toHaveLength(1);
440
+ const parsedContent = JSON.parse(result.content[0].text);
441
+ expect(parsedContent.error.message).toBe("Budget or category not found");
442
+ });
443
+
444
+ it("should handle 403 forbidden errors", async () => {
445
+ (mockYnabAPI.categories.updateMonthCategory as any).mockRejectedValue(
446
+ new Error("403 Forbidden"),
447
+ );
448
+
449
+ const result = await handleUpdateCategory(mockYnabAPI, {
450
+ budget_id: "budget-1",
451
+ category_id: "category-1",
452
+ budgeted: 50000,
453
+ });
454
+
455
+ expect(result.content).toHaveLength(1);
456
+ const parsedContent = JSON.parse(result.content[0].text);
457
+ expect(parsedContent.error.message).toBe(
458
+ "Insufficient permissions to access YNAB data",
459
+ );
460
+ });
461
+
462
+ it("should invalidate category caches on successful category update", async () => {
463
+ const mockUpdatedCategory = {
464
+ id: "category-1",
465
+ category_group_id: "group-1",
466
+ name: "Groceries",
467
+ hidden: false,
468
+ original_category_group_id: null,
469
+ note: "Food and household items",
470
+ budgeted: 60000, // Updated amount
471
+ activity: -45000,
472
+ balance: 15000,
473
+ goal_type: "TBD",
474
+ goal_creation_month: "2024-01-01",
475
+ goal_target: 60000,
476
+ goal_target_month: "2024-12-01",
477
+ goal_percentage_complete: 100,
478
+ };
479
+
480
+ (mockYnabAPI.categories.updateMonthCategory as any).mockResolvedValue({
481
+ data: { category: mockUpdatedCategory },
482
+ });
483
+
484
+ await handleUpdateCategory(mockYnabAPI, {
485
+ budget_id: "budget-1",
486
+ category_id: "category-1",
487
+ budgeted: 60000,
488
+ });
489
+
490
+ // Verify cache was invalidated for both category list and specific category
491
+ expect(CacheManager.generateKey).toHaveBeenCalledWith(
492
+ CacheKeys.CATEGORIES,
493
+ "list",
494
+ "budget-1",
495
+ );
496
+ expect(CacheManager.generateKey).toHaveBeenCalledWith(
497
+ CacheKeys.CATEGORIES,
498
+ "get",
499
+ "budget-1",
500
+ "category-1",
501
+ );
502
+ expect(cacheManager.delete).toHaveBeenCalledWith(
503
+ "categories:list:budget-1",
504
+ );
505
+ expect(cacheManager.delete).toHaveBeenCalledWith(
506
+ "categories:get:budget-1:category-1",
507
+ );
508
+
509
+ // Verify month-related caches were invalidated
510
+ expect(CacheManager.generateKey).toHaveBeenCalledWith(
511
+ CacheKeys.MONTHS,
512
+ "list",
513
+ "budget-1",
514
+ );
515
+ expect(CacheManager.generateKey).toHaveBeenCalledWith(
516
+ CacheKeys.MONTHS,
517
+ "get",
518
+ "budget-1",
519
+ expect.stringMatching(/^\d{4}-\d{2}-01$/),
520
+ );
521
+ const currentMonth = `${new Date().getFullYear()}-${String(new Date().getMonth() + 1).padStart(2, "0")}-01`;
522
+ expect(cacheManager.delete).toHaveBeenCalledWith("months:list:budget-1");
523
+ expect(cacheManager.delete).toHaveBeenCalledWith(
524
+ `months:get:budget-1:${currentMonth}`,
525
+ );
526
+ });
527
+
528
+ it("should not invalidate cache on dry_run category update", async () => {
529
+ const mockUpdatedCategory = {
530
+ id: "category-1",
531
+ category_group_id: "group-1",
532
+ name: "Groceries",
533
+ hidden: false,
534
+ original_category_group_id: null,
535
+ note: "Food and household items",
536
+ budgeted: 60000,
537
+ activity: -45000,
538
+ balance: 15000,
539
+ goal_type: "TBD",
540
+ goal_creation_month: "2024-01-01",
541
+ goal_target: 60000,
542
+ goal_target_month: "2024-12-01",
543
+ goal_percentage_complete: 100,
544
+ };
545
+
546
+ (mockYnabAPI.categories.updateMonthCategory as any).mockResolvedValue({
547
+ data: { category: mockUpdatedCategory },
548
+ });
549
+
550
+ const result = await handleUpdateCategory(mockYnabAPI, {
551
+ budget_id: "budget-1",
552
+ category_id: "category-1",
553
+ budgeted: 60000,
554
+ dry_run: true,
555
+ });
556
+
557
+ // Verify the live API method was NOT called for dry run
558
+ expect(mockYnabAPI.categories.updateMonthCategory).not.toHaveBeenCalled();
559
+
560
+ // Verify cache was NOT invalidated for dry run
561
+ expect(cacheManager.delete).not.toHaveBeenCalled();
562
+ expect(CacheManager.generateKey).not.toHaveBeenCalled();
563
+
564
+ expect(result.content).toHaveLength(1);
565
+ const parsedContent = JSON.parse(result.content[0].text);
566
+ expect(parsedContent.dry_run).toBe(true);
567
+ expect(parsedContent.action).toBe("update_category");
568
+ expect(parsedContent.request).toMatchObject({
569
+ budget_id: "budget-1",
570
+ category_id: "category-1",
571
+ budgeted: 60,
572
+ });
573
+ expect(parsedContent.request.month).toMatch(/^\d{4}-\d{2}-01$/);
574
+ });
575
+ });
576
+
577
+ describe("Schema Validation", () => {
578
+ describe("ListCategoriesSchema", () => {
579
+ it("should validate valid budget_id", () => {
580
+ const result = ListCategoriesSchema.parse({
581
+ budget_id: "valid-budget-id",
582
+ });
583
+ expect(result.budget_id).toBe("valid-budget-id");
584
+ });
585
+
586
+ it("should reject empty budget_id", () => {
587
+ expect(() => ListCategoriesSchema.parse({ budget_id: "" })).toThrow();
588
+ });
589
+
590
+ it("should reject missing budget_id", () => {
591
+ expect(() => ListCategoriesSchema.parse({})).toThrow();
592
+ });
593
+ });
594
+
595
+ describe("GetCategorySchema", () => {
596
+ it("should validate valid parameters", () => {
597
+ const result = GetCategorySchema.parse({
598
+ budget_id: "budget-1",
599
+ category_id: "category-1",
600
+ });
601
+ expect(result.budget_id).toBe("budget-1");
602
+ expect(result.category_id).toBe("category-1");
603
+ });
604
+
605
+ it("should reject empty category_id", () => {
606
+ expect(() =>
607
+ GetCategorySchema.parse({
608
+ budget_id: "budget-1",
609
+ category_id: "",
610
+ }),
611
+ ).toThrow();
612
+ });
613
+
614
+ it("should reject missing category_id", () => {
615
+ expect(() =>
616
+ GetCategorySchema.parse({ budget_id: "budget-1" }),
617
+ ).toThrow();
618
+ });
619
+ });
620
+
621
+ describe("UpdateCategorySchema", () => {
622
+ it("should validate valid parameters", () => {
623
+ const result = UpdateCategorySchema.parse({
624
+ budget_id: "budget-1",
625
+ category_id: "category-1",
626
+ budgeted: 50000,
627
+ });
628
+ expect(result.budget_id).toBe("budget-1");
629
+ expect(result.category_id).toBe("category-1");
630
+ expect(result.budgeted).toBe(50000);
631
+ });
632
+
633
+ it("should reject non-integer budgeted amount", () => {
634
+ expect(() =>
635
+ UpdateCategorySchema.parse({
636
+ budget_id: "budget-1",
637
+ category_id: "category-1",
638
+ budgeted: 50.5,
639
+ }),
640
+ ).toThrow();
641
+ });
642
+
643
+ it("should reject missing budgeted amount", () => {
644
+ expect(() =>
645
+ UpdateCategorySchema.parse({
646
+ budget_id: "budget-1",
647
+ category_id: "category-1",
648
+ }),
649
+ ).toThrow();
650
+ });
651
+
652
+ it("should accept negative budgeted amounts", () => {
653
+ const result = UpdateCategorySchema.parse({
654
+ budget_id: "budget-1",
655
+ category_id: "category-1",
656
+ budgeted: -10000,
657
+ });
658
+ expect(result.budgeted).toBe(-10000);
659
+ });
660
+
661
+ it("should accept zero budgeted amount", () => {
662
+ const result = UpdateCategorySchema.parse({
663
+ budget_id: "budget-1",
664
+ category_id: "category-1",
665
+ budgeted: 0,
666
+ });
667
+ expect(result.budgeted).toBe(0);
668
+ });
669
+ });
670
+ });
640
671
  });