@dizzlkheinz/ynab-mcpb 0.18.4 → 0.19.0

package/src/tools/exportTransactions.ts

@@ -1,30 +1,31 @@
-import { CallToolResult } from '@modelcontextprotocol/sdk/types.js';
-import * as ynab from 'ynab';
-import { z } from 'zod/v4';
-import { withToolErrorHandling } from '../types/index.js';
-import { responseFormatter } from '../server/responseFormatter.js';
-import { writeFileSync, mkdirSync } from 'fs';
-import { format } from 'date-fns';
-import { join, resolve } from 'path';
-import { homedir } from 'os';
+import { mkdirSync, writeFileSync } from "node:fs";
+import { homedir } from "node:os";
+import { join, resolve } from "node:path";
+import type { CallToolResult } from "@modelcontextprotocol/sdk/types.js";
+import { format } from "date-fns";
+import type * as ynab from "ynab";
+import { z } from "zod/v4";
+import type { ErrorHandler } from "../server/errorHandler.js";
+import { responseFormatter } from "../server/responseFormatter.js";
+import { withToolErrorHandling } from "../types/index.js";
 
 /**
  * Schema for ynab:export_transactions tool parameters
  */
 export const ExportTransactionsSchema = z
-  .object({
-    budget_id: z.string().min(1, 'Budget ID is required'),
-    account_id: z.string().optional(),
-    category_id: z.string().optional(),
-    since_date: z
-      .string()
-      .regex(/^\d{4}-\d{2}-\d{2}$/, 'Date must be in ISO format (YYYY-MM-DD)')
-      .optional(),
-    type: z.enum(['uncategorized', 'unapproved']).optional(),
-    filename: z.string().optional(),
-    minimal: z.boolean().optional().default(true),
-  })
-  .strict();
+	.object({
+		budget_id: z.string().min(1, "Budget ID is required"),
+		account_id: z.string().optional(),
+		category_id: z.string().optional(),
+		since_date: z
+			.string()
+			.regex(/^\d{4}-\d{2}-\d{2}$/, "Date must be in ISO format (YYYY-MM-DD)")
+			.optional(),
+		type: z.enum(["uncategorized", "unapproved"]).optional(),
+		filename: z.string().optional(),
+		minimal: z.boolean().optional().default(true),
+	})
+	.strict();
 
 export type ExportTransactionsParams = z.infer<typeof ExportTransactionsSchema>;
 
@@ -32,112 +33,120 @@ export type ExportTransactionsParams = z.infer<typeof ExportTransactionsSchema>;
  * Generate a descriptive filename for transaction export
  */
 function generateExportFilename(
-  params: ExportTransactionsParams,
-  transactionCount: number,
+	params: ExportTransactionsParams,
+	transactionCount: number,
 ): string {
-  if (params.filename) {
-    return params.filename.endsWith('.json') ? params.filename : `${params.filename}.json`;
-  }
+	if (params.filename) {
+		return params.filename.endsWith(".json")
+			? params.filename
+			: `${params.filename}.json`;
+	}
 
-  const timestamp = format(new Date(), 'yyyy-MM-dd_HH-mm-ss');
-  let description = 'transactions';
+	const timestamp = format(new Date(), "yyyy-MM-dd_HH-mm-ss");
+	let description = "transactions";
 
-  // Add filters to filename for clarity
-  const filters = [];
+	// Add filters to filename for clarity
+	const filters = [];
 
-  if (params.since_date) {
-    filters.push(`since_${params.since_date}`);
-  }
+	if (params.since_date) {
+		filters.push(`since_${params.since_date}`);
+	}
 
-  if (params.account_id) {
-    filters.push(`account_${params.account_id.substring(0, 8)}`);
-  }
+	if (params.account_id) {
+		filters.push(`account_${params.account_id.substring(0, 8)}`);
+	}
 
-  if (params.category_id) {
-    filters.push(`category_${params.category_id.substring(0, 8)}`);
-  }
+	if (params.category_id) {
+		filters.push(`category_${params.category_id.substring(0, 8)}`);
+	}
 
-  if (params.type) {
-    filters.push(params.type);
-  }
+	if (params.type) {
+		filters.push(params.type);
+	}
 
-  if (params.minimal !== false) {
-    // Default true, only false if explicitly set
-    filters.push('minimal');
-  }
+	if (params.minimal !== false) {
+		// Default true, only false if explicitly set
+		filters.push("minimal");
+	}
 
-  if (filters.length > 0) {
-    description = filters.join('_');
-  }
+	if (filters.length > 0) {
+		description = filters.join("_");
+	}
 
-  return `ynab_${description}_${transactionCount}items_${timestamp}.json`;
+	return `ynab_${description}_${transactionCount}items_${timestamp}.json`;
 }
 
 /**
  * Get platform-specific default export directory
  */
 function getDefaultExportPath(): string {
-  const platform = process.platform;
-  const home = homedir();
+	const platform = process.platform;
+	const home = homedir();
 
-  switch (platform) {
-    case 'win32':
-      // Windows: Downloads folder
-      return join(home, 'Downloads');
-    case 'darwin':
-      // macOS: Downloads folder
-      return join(home, 'Downloads');
-    case 'linux':
-    case 'freebsd':
-    case 'openbsd':
-    case 'sunos':
-    case 'aix':
-      // Linux/Unix: Documents folder (more common for data files)
-      // Try XDG_DOCUMENTS_DIR first, fallback to ~/Documents
-      return process.env['XDG_DOCUMENTS_DIR'] || join(home, 'Documents');
-    default:
-      // Fallback for unknown platforms
-      return join(home, 'Downloads');
-  }
+	switch (platform) {
+		case "win32":
+			// Windows: Downloads folder
+			return join(home, "Downloads");
+		case "darwin":
+			// macOS: Downloads folder
+			return join(home, "Downloads");
+		case "linux":
+		case "freebsd":
+		case "openbsd":
+		case "sunos":
+		case "aix":
+			// Linux/Unix: Documents folder (more common for data files)
+			// Try XDG_DOCUMENTS_DIR first, fallback to ~/Documents
+			return process.env["XDG_DOCUMENTS_DIR"] || join(home, "Documents");
+		default:
+			// Fallback for unknown platforms
+			return join(home, "Downloads");
+	}
 }
 
 /**
  * Get the export directory path, with platform-specific defaults
  */
 function getExportPath(): string {
-  const exportPath = process.env['YNAB_EXPORT_PATH']?.trim();
+	const exportPath = process.env["YNAB_EXPORT_PATH"]?.trim();
 
-  let targetPath: string;
+	let targetPath: string;
 
-  if (!exportPath) {
-    // Use platform-specific default
-    targetPath = getDefaultExportPath();
-  } else {
-    // Handle ~ expansion manually for cross-platform compatibility
-    if (exportPath.startsWith('~/')) {
-      targetPath = join(homedir(), exportPath.slice(2));
-    } else {
-      targetPath = resolve(exportPath);
-    }
-  }
+	if (!exportPath) {
+		// Use platform-specific default
+		targetPath = getDefaultExportPath();
+	} else {
+		// Handle ~ expansion manually for cross-platform compatibility
+		if (exportPath.startsWith("~/")) {
+			targetPath = join(homedir(), exportPath.slice(2));
+		} else {
+			targetPath = resolve(exportPath);
+		}
+	}
 
-  // Ensure directory exists
-  try {
-    mkdirSync(targetPath, { recursive: true });
-  } catch (error) {
-    console.warn(`Failed to create export directory ${targetPath}, using platform default:`, error);
-    // Fallback to platform-specific default if custom path fails
-    const fallbackPath = getDefaultExportPath();
-    try {
-      mkdirSync(fallbackPath, { recursive: true });
-      return fallbackPath;
-    } catch (fallbackError) {
-      console.warn('Failed to create default folder, using current directory:', fallbackError);
-      return process.cwd();
-    }
-  }
+	// Ensure directory exists
+	try {
+		mkdirSync(targetPath, { recursive: true });
+	} catch (error) {
+		console.warn(
+			`Failed to create export directory ${targetPath}, using platform default:`,
+			error,
+		);
+		// Fallback to platform-specific default if custom path fails
+		const fallbackPath = getDefaultExportPath();
+		try {
+			mkdirSync(fallbackPath, { recursive: true });
+			return fallbackPath;
+		} catch (fallbackError) {
+			console.warn(
+				"Failed to create default folder, using current directory:",
+				fallbackError,
+			);
+			return process.cwd();
+		}
+	}
 
-  return targetPath;
+	return targetPath;
 }
 
 /**
@@ -145,129 +154,132 @@ function getExportPath(): string {
  * Exports all transactions to a JSON file with descriptive filename
  */
 export async function handleExportTransactions(
-  ynabAPI: ynab.API,
-  params: ExportTransactionsParams,
+	ynabAPI: ynab.API,
+	params: ExportTransactionsParams,
+	errorHandler?: ErrorHandler,
 ): Promise<CallToolResult> {
-  return await withToolErrorHandling(
-    async () => {
-      let response;
+	return await withToolErrorHandling(
+		async () => {
+			let response: ynab.TransactionsResponse | ynab.HybridTransactionsResponse;
 
-      // Use conditional API calls based on filter parameters
-      if (params.account_id) {
-        response = await ynabAPI.transactions.getTransactionsByAccount(
-          params.budget_id,
-          params.account_id,
-          params.since_date,
-        );
-      } else if (params.category_id) {
-        response = await ynabAPI.transactions.getTransactionsByCategory(
-          params.budget_id,
-          params.category_id,
-          params.since_date,
-        );
-      } else {
-        response = await ynabAPI.transactions.getTransactions(
-          params.budget_id,
-          params.since_date,
-          params.type,
-        );
-      }
+			// Use conditional API calls based on filter parameters
+			if (params.account_id) {
+				response = await ynabAPI.transactions.getTransactionsByAccount(
+					params.budget_id,
+					params.account_id,
+					params.since_date,
+				);
+			} else if (params.category_id) {
+				response = await ynabAPI.transactions.getTransactionsByCategory(
+					params.budget_id,
+					params.category_id,
+					params.since_date,
+				);
+			} else {
+				response = await ynabAPI.transactions.getTransactions(
+					params.budget_id,
+					params.since_date,
+					params.type,
+				);
+			}
 
-      const transactions = response.data.transactions;
+			const transactions = response.data.transactions;
 
-      // Get export directory and generate full path
-      const exportDir = getExportPath();
-      const filename = generateExportFilename(params, transactions.length);
-      const fullPath = join(exportDir, filename);
+			// Get export directory and generate full path
+			const exportDir = getExportPath();
+			const filename = generateExportFilename(params, transactions.length);
+			const fullPath = join(exportDir, filename);
 
-      // Prepare transaction data for export
-      const exportData = {
-        export_info: {
-          exported_at: new Date().toISOString(),
-          total_transactions: transactions.length,
-          minimal: params.minimal !== false, // Default true, only false if explicitly set
-          filters: {
-            budget_id: params.budget_id,
-            account_id: params.account_id || null,
-            category_id: params.category_id || null,
-            since_date: params.since_date || null,
-            type: params.type || null,
-          },
-        },
-        transactions: transactions.map((transaction) => {
-          if (params.minimal !== false) {
-            // Default true, only false if explicitly set
-            // Minimal export: only essential fields
-            return {
-              id: transaction.id,
-              date: transaction.date,
-              amount: transaction.amount,
-              payee_name: transaction.payee_name,
-              cleared: transaction.cleared,
-            };
-          } else {
-            // Full export: all available fields
-            return {
-              id: transaction.id,
-              date: transaction.date,
-              amount: transaction.amount,
-              memo: transaction.memo,
-              cleared: transaction.cleared,
-              approved: transaction.approved,
-              flag_color: transaction.flag_color,
-              account_id: transaction.account_id,
-              payee_id: transaction.payee_id,
-              category_id: transaction.category_id,
-              transfer_account_id: transaction.transfer_account_id,
-              transfer_transaction_id: transaction.transfer_transaction_id,
-              matched_transaction_id: transaction.matched_transaction_id,
-              import_id: transaction.import_id,
-              deleted: transaction.deleted,
-              account_name: transaction.account_name,
-              payee_name: transaction.payee_name,
-              category_name: transaction.category_name,
-            };
-          }
-        }),
-      };
+			// Prepare transaction data for export
+			const exportData = {
+				export_info: {
+					exported_at: new Date().toISOString(),
+					total_transactions: transactions.length,
+					minimal: params.minimal !== false, // Default true, only false if explicitly set
+					filters: {
+						budget_id: params.budget_id,
+						account_id: params.account_id || null,
+						category_id: params.category_id || null,
+						since_date: params.since_date || null,
+						type: params.type || null,
+					},
+				},
+				transactions: transactions.map((transaction) => {
+					if (params.minimal !== false) {
+						// Default true, only false if explicitly set
+						// Minimal export: only essential fields
+						return {
+							id: transaction.id,
+							date: transaction.date,
+							amount: transaction.amount,
+							payee_name: transaction.payee_name,
+							cleared: transaction.cleared,
+						};
+					}
+					// Full export: all available fields
+					return {
+						id: transaction.id,
+						date: transaction.date,
+						amount: transaction.amount,
+						memo: transaction.memo,
+						cleared: transaction.cleared,
+						approved: transaction.approved,
+						flag_color: transaction.flag_color,
+						account_id: transaction.account_id,
+						payee_id: transaction.payee_id,
+						category_id: transaction.category_id,
+						transfer_account_id: transaction.transfer_account_id,
+						transfer_transaction_id: transaction.transfer_transaction_id,
+						matched_transaction_id: transaction.matched_transaction_id,
+						import_id: transaction.import_id,
+						deleted: transaction.deleted,
+						account_name: transaction.account_name,
+						payee_name: transaction.payee_name,
+						category_name: transaction.category_name,
+					};
+				}),
+			};
 
-      // Write to file
-      writeFileSync(fullPath, JSON.stringify(exportData, null, 2), 'utf-8');
+			// Write to file
+			writeFileSync(fullPath, JSON.stringify(exportData, null, 2), "utf-8");
 
-      // Return first few transactions as preview
-      const previewCount = Math.min(10, transactions.length);
-      const preview = transactions.slice(0, previewCount);
+			// Return first few transactions as preview
+			const previewCount = Math.min(10, transactions.length);
+			const preview = transactions.slice(0, previewCount);
 
-      return {
-        content: [
-          {
-            type: 'text',
-            text: responseFormatter.format({
-              message: `Successfully exported ${transactions.length} transactions${params.minimal !== false ? ' (minimal fields)' : ' (full fields)'}`,
-              filename: filename,
-              full_path: fullPath,
-              export_directory: exportDir,
-              export_mode: params.minimal !== false ? 'minimal' : 'full',
-              minimal_fields:
-                params.minimal !== false ? 'id, date, amount, payee_name, cleared' : null,
-              filename_explanation:
-                'Filename format: ynab_{filters}_{count}items_{timestamp}.json - identifies what data was exported, when, and how many transactions',
-              preview_count: previewCount,
-              total_count: transactions.length,
-              preview_transactions: preview.map((transaction) => ({
-                id: transaction.id,
-                date: transaction.date,
-                amount: transaction.amount,
-                memo: transaction.memo,
-                payee_name: transaction.payee_name,
-                category_name: transaction.category_name,
-              })),
-            }),
-          },
-        ],
-      };
-    },
-    'ynab:export_transactions',
-    'exporting transactions',
-  );
+			return {
+				content: [
+					{
+						type: "text",
+						text: responseFormatter.format({
+							message: `Successfully exported ${transactions.length} transactions${params.minimal !== false ? " (minimal fields)" : " (full fields)"}`,
+							filename: filename,
+							full_path: fullPath,
+							export_directory: exportDir,
+							export_mode: params.minimal !== false ? "minimal" : "full",
+							minimal_fields:
+								params.minimal !== false
+									? "id, date, amount, payee_name, cleared"
+									: null,
+							filename_explanation:
+								"Filename format: ynab_{filters}_{count}items_{timestamp}.json - identifies what data was exported, when, and how many transactions",
+							preview_count: previewCount,
+							total_count: transactions.length,
+							preview_transactions: preview.map((transaction) => ({
+								id: transaction.id,
+								date: transaction.date,
+								amount: transaction.amount,
+								memo: transaction.memo,
+								payee_name: transaction.payee_name,
+								category_name: transaction.category_name,
+							})),
+						}),
+					},
+				],
+			};
+		},
+		"ynab:export_transactions",
+		"exporting transactions",
+		errorHandler,
+	);
 }