@dizzlkheinz/ynab-mcpb 0.18.4 → 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 (343) hide show
  1. package/CLAUDE.md +87 -8
  2. package/bin/ynab-mcp-server.cjs +2 -2
  3. package/bin/ynab-mcp-server.js +3 -3
  4. package/biome.json +39 -0
  5. package/dist/bundle/index.cjs +67 -67
  6. package/dist/index.d.ts +1 -1
  7. package/dist/index.js +27 -27
  8. package/dist/server/YNABMCPServer.d.ts +3 -4
  9. package/dist/server/YNABMCPServer.js +111 -116
  10. package/dist/server/budgetResolver.d.ts +6 -5
  11. package/dist/server/budgetResolver.js +46 -36
  12. package/dist/server/cacheKeys.js +6 -6
  13. package/dist/server/cacheManager.js +14 -11
  14. package/dist/server/completions.d.ts +2 -2
  15. package/dist/server/completions.js +20 -15
  16. package/dist/server/config.d.ts +10 -5
  17. package/dist/server/config.js +24 -7
  18. package/dist/server/deltaCache.d.ts +2 -2
  19. package/dist/server/deltaCache.js +22 -16
  20. package/dist/server/deltaCache.merge.d.ts +2 -2
  21. package/dist/server/diagnostics.d.ts +4 -4
  22. package/dist/server/diagnostics.js +38 -32
  23. package/dist/server/errorHandler.d.ts +5 -12
  24. package/dist/server/errorHandler.js +219 -217
  25. package/dist/server/prompts.d.ts +2 -2
  26. package/dist/server/prompts.js +45 -45
  27. package/dist/server/rateLimiter.js +4 -4
  28. package/dist/server/requestLogger.d.ts +1 -1
  29. package/dist/server/requestLogger.js +40 -35
  30. package/dist/server/resources.d.ts +3 -3
  31. package/dist/server/resources.js +55 -52
  32. package/dist/server/responseFormatter.js +6 -6
  33. package/dist/server/securityMiddleware.d.ts +2 -2
  34. package/dist/server/securityMiddleware.js +22 -20
  35. package/dist/server/serverKnowledgeStore.js +1 -1
  36. package/dist/server/toolRegistry.d.ts +3 -3
  37. package/dist/server/toolRegistry.js +47 -40
  38. package/dist/tools/__tests__/deltaTestUtils.d.ts +3 -3
  39. package/dist/tools/__tests__/deltaTestUtils.js +2 -2
  40. package/dist/tools/accountTools.d.ts +9 -8
  41. package/dist/tools/accountTools.js +47 -47
  42. package/dist/tools/adapters.d.ts +13 -8
  43. package/dist/tools/adapters.js +21 -11
  44. package/dist/tools/budgetTools.d.ts +8 -7
  45. package/dist/tools/budgetTools.js +22 -22
  46. package/dist/tools/categoryTools.d.ts +9 -8
  47. package/dist/tools/categoryTools.js +68 -59
  48. package/dist/tools/compareTransactions/formatter.d.ts +3 -3
  49. package/dist/tools/compareTransactions/formatter.js +9 -9
  50. package/dist/tools/compareTransactions/index.d.ts +6 -6
  51. package/dist/tools/compareTransactions/index.js +58 -43
  52. package/dist/tools/compareTransactions/matcher.d.ts +1 -1
  53. package/dist/tools/compareTransactions/matcher.js +28 -15
  54. package/dist/tools/compareTransactions/parser.d.ts +2 -2
  55. package/dist/tools/compareTransactions/parser.js +144 -138
  56. package/dist/tools/compareTransactions/types.d.ts +4 -4
  57. package/dist/tools/compareTransactions.d.ts +1 -1
  58. package/dist/tools/compareTransactions.js +1 -1
  59. package/dist/tools/deltaFetcher.d.ts +2 -2
  60. package/dist/tools/deltaFetcher.js +16 -15
  61. package/dist/tools/deltaSupport.d.ts +4 -4
  62. package/dist/tools/deltaSupport.js +35 -41
  63. package/dist/tools/exportTransactions.d.ts +5 -4
  64. package/dist/tools/exportTransactions.js +61 -59
  65. package/dist/tools/monthTools.d.ts +7 -6
  66. package/dist/tools/monthTools.js +31 -29
  67. package/dist/tools/payeeTools.d.ts +7 -6
  68. package/dist/tools/payeeTools.js +28 -28
  69. package/dist/tools/reconcileAdapter.d.ts +2 -2
  70. package/dist/tools/reconcileAdapter.js +19 -12
  71. package/dist/tools/reconciliation/analyzer.d.ts +4 -4
  72. package/dist/tools/reconciliation/analyzer.js +73 -59
  73. package/dist/tools/reconciliation/csvParser.d.ts +3 -3
  74. package/dist/tools/reconciliation/csvParser.js +128 -104
  75. package/dist/tools/reconciliation/executor.d.ts +4 -4
  76. package/dist/tools/reconciliation/executor.js +148 -109
  77. package/dist/tools/reconciliation/index.d.ts +10 -10
  78. package/dist/tools/reconciliation/index.js +96 -83
  79. package/dist/tools/reconciliation/matcher.d.ts +3 -3
  80. package/dist/tools/reconciliation/matcher.js +17 -16
  81. package/dist/tools/reconciliation/payeeNormalizer.js +19 -8
  82. package/dist/tools/reconciliation/recommendationEngine.d.ts +1 -1
  83. package/dist/tools/reconciliation/recommendationEngine.js +40 -40
  84. package/dist/tools/reconciliation/reportFormatter.d.ts +2 -2
  85. package/dist/tools/reconciliation/reportFormatter.js +59 -58
  86. package/dist/tools/reconciliation/signDetector.d.ts +1 -1
  87. package/dist/tools/reconciliation/types.d.ts +16 -16
  88. package/dist/tools/reconciliation/ynabAdapter.d.ts +2 -2
  89. package/dist/tools/schemas/common.d.ts +1 -1
  90. package/dist/tools/schemas/common.js +1 -1
  91. package/dist/tools/schemas/outputs/accountOutputs.d.ts +1 -1
  92. package/dist/tools/schemas/outputs/accountOutputs.js +24 -18
  93. package/dist/tools/schemas/outputs/budgetOutputs.d.ts +1 -1
  94. package/dist/tools/schemas/outputs/budgetOutputs.js +14 -11
  95. package/dist/tools/schemas/outputs/categoryOutputs.d.ts +1 -1
  96. package/dist/tools/schemas/outputs/categoryOutputs.js +49 -29
  97. package/dist/tools/schemas/outputs/comparisonOutputs.d.ts +1 -1
  98. package/dist/tools/schemas/outputs/comparisonOutputs.js +12 -12
  99. package/dist/tools/schemas/outputs/index.d.ts +14 -14
  100. package/dist/tools/schemas/outputs/index.js +14 -14
  101. package/dist/tools/schemas/outputs/monthOutputs.d.ts +1 -1
  102. package/dist/tools/schemas/outputs/monthOutputs.js +56 -41
  103. package/dist/tools/schemas/outputs/payeeOutputs.d.ts +1 -1
  104. package/dist/tools/schemas/outputs/payeeOutputs.js +10 -10
  105. package/dist/tools/schemas/outputs/reconciliationOutputs.d.ts +2 -2
  106. package/dist/tools/schemas/outputs/reconciliationOutputs.js +45 -45
  107. package/dist/tools/schemas/outputs/transactionMutationOutputs.d.ts +1 -1
  108. package/dist/tools/schemas/outputs/transactionMutationOutputs.js +28 -22
  109. package/dist/tools/schemas/outputs/transactionOutputs.d.ts +1 -1
  110. package/dist/tools/schemas/outputs/transactionOutputs.js +43 -35
  111. package/dist/tools/schemas/outputs/utilityOutputs.d.ts +1 -1
  112. package/dist/tools/schemas/outputs/utilityOutputs.js +5 -3
  113. package/dist/tools/schemas/shared/commonOutputs.d.ts +1 -1
  114. package/dist/tools/schemas/shared/commonOutputs.js +15 -9
  115. package/dist/tools/transactionReadTools.d.ts +11 -0
  116. package/dist/tools/transactionReadTools.js +202 -0
  117. package/dist/tools/transactionSchemas.d.ts +7 -7
  118. package/dist/tools/transactionSchemas.js +77 -57
  119. package/dist/tools/transactionTools.d.ts +6 -24
  120. package/dist/tools/transactionTools.js +7 -1499
  121. package/dist/tools/transactionUtils.d.ts +6 -6
  122. package/dist/tools/transactionUtils.js +78 -63
  123. package/dist/tools/transactionWriteTools.d.ts +20 -0
  124. package/dist/tools/transactionWriteTools.js +1342 -0
  125. package/dist/tools/utilityTools.d.ts +5 -4
  126. package/dist/tools/utilityTools.js +11 -11
  127. package/dist/types/index.d.ts +7 -7
  128. package/dist/types/index.js +6 -6
  129. package/dist/types/reconciliation.d.ts +1 -1
  130. package/dist/types/toolRegistration.d.ts +14 -12
  131. package/dist/utils/amountUtils.js +1 -1
  132. package/dist/utils/dateUtils.js +4 -4
  133. package/dist/utils/errors.d.ts +3 -3
  134. package/dist/utils/errors.js +4 -4
  135. package/dist/utils/money.d.ts +2 -2
  136. package/dist/utils/money.js +8 -8
  137. package/dist/utils/validationError.d.ts +1 -1
  138. package/dist/utils/validationError.js +1 -1
  139. package/docs/assets/examples/reconciliation-with-recommendations.json +66 -66
  140. package/docs/assets/schemas/reconciliation-v2.json +360 -336
  141. package/esbuild.config.mjs +53 -50
  142. package/meta.json +12548 -12548
  143. package/package.json +98 -111
  144. package/scripts/analyze-bundle.mjs +33 -30
  145. package/scripts/create-pr-description.js +169 -120
  146. package/scripts/run-all-tests.js +178 -169
  147. package/scripts/run-domain-integration-tests.js +28 -18
  148. package/scripts/run-generate-mcpb.js +19 -17
  149. package/scripts/run-throttled-integration-tests.js +92 -83
  150. package/scripts/test-delta-params.mjs +149 -120
  151. package/scripts/test-recommendations.ts +36 -32
  152. package/scripts/tmpTransaction.ts +80 -43
  153. package/scripts/validate-env.js +98 -91
  154. package/scripts/verify-build.js +78 -76
  155. package/src/__tests__/comprehensive.integration.test.ts +1281 -1154
  156. package/src/__tests__/performance.test.ts +723 -671
  157. package/src/__tests__/setup.ts +442 -395
  158. package/src/__tests__/smoke.e2e.test.ts +41 -39
  159. package/src/__tests__/testRunner.ts +314 -295
  160. package/src/__tests__/testUtils.ts +456 -364
  161. package/src/__tests__/tools/reconciliation/csvParser.integration.test.ts +109 -107
  162. package/src/__tests__/tools/reconciliation/real-world.integration.test.ts +41 -41
  163. package/src/index.ts +68 -59
  164. package/src/server/CLAUDE.md +480 -0
  165. package/src/server/YNABMCPServer.ts +821 -794
  166. package/src/server/__tests__/YNABMCPServer.integration.test.ts +929 -893
  167. package/src/server/__tests__/YNABMCPServer.test.ts +903 -899
  168. package/src/server/__tests__/budgetResolver.test.ts +466 -423
  169. package/src/server/__tests__/cacheManager.test.ts +891 -874
  170. package/src/server/__tests__/completions.integration.test.ts +115 -106
  171. package/src/server/__tests__/completions.test.ts +334 -313
  172. package/src/server/__tests__/config.test.ts +98 -86
  173. package/src/server/__tests__/deltaCache.merge.test.ts +774 -703
  174. package/src/server/__tests__/deltaCache.swr.test.ts +198 -153
  175. package/src/server/__tests__/deltaCache.test.ts +946 -759
  176. package/src/server/__tests__/diagnostics.test.ts +825 -792
  177. package/src/server/__tests__/errorHandler.integration.test.ts +512 -462
  178. package/src/server/__tests__/errorHandler.test.ts +402 -397
  179. package/src/server/__tests__/prompts.test.ts +424 -347
  180. package/src/server/__tests__/rateLimiter.test.ts +313 -309
  181. package/src/server/__tests__/requestLogger.test.ts +443 -403
  182. package/src/server/__tests__/resources.template.test.ts +196 -185
  183. package/src/server/__tests__/resources.test.ts +294 -288
  184. package/src/server/__tests__/security.integration.test.ts +487 -421
  185. package/src/server/__tests__/securityMiddleware.test.ts +519 -444
  186. package/src/server/__tests__/server-startup.integration.test.ts +509 -490
  187. package/src/server/__tests__/serverKnowledgeStore.test.ts +174 -173
  188. package/src/server/__tests__/toolRegistration.test.ts +239 -210
  189. package/src/server/__tests__/toolRegistry.test.ts +907 -845
  190. package/src/server/budgetResolver.ts +221 -181
  191. package/src/server/cacheKeys.ts +6 -6
  192. package/src/server/cacheManager.ts +498 -484
  193. package/src/server/completions.ts +267 -243
  194. package/src/server/config.ts +35 -14
  195. package/src/server/deltaCache.merge.ts +146 -128
  196. package/src/server/deltaCache.ts +352 -309
  197. package/src/server/diagnostics.ts +257 -242
  198. package/src/server/errorHandler.ts +747 -744
  199. package/src/server/prompts.ts +181 -176
  200. package/src/server/rateLimiter.ts +131 -129
  201. package/src/server/requestLogger.ts +350 -322
  202. package/src/server/resources.ts +442 -374
  203. package/src/server/responseFormatter.ts +41 -37
  204. package/src/server/securityMiddleware.ts +223 -205
  205. package/src/server/serverKnowledgeStore.ts +67 -67
  206. package/src/server/toolRegistry.ts +508 -474
  207. package/src/tools/CLAUDE.md +604 -0
  208. package/src/tools/__tests__/accountTools.delta.integration.test.ts +128 -111
  209. package/src/tools/__tests__/accountTools.integration.test.ts +129 -111
  210. package/src/tools/__tests__/accountTools.test.ts +685 -638
  211. package/src/tools/__tests__/adapters.test.ts +142 -108
  212. package/src/tools/__tests__/budgetTools.delta.integration.test.ts +73 -73
  213. package/src/tools/__tests__/budgetTools.integration.test.ts +132 -124
  214. package/src/tools/__tests__/budgetTools.test.ts +442 -413
  215. package/src/tools/__tests__/categoryTools.delta.integration.test.ts +76 -68
  216. package/src/tools/__tests__/categoryTools.integration.test.ts +314 -288
  217. package/src/tools/__tests__/categoryTools.test.ts +656 -625
  218. package/src/tools/__tests__/compareTransactions/formatter.test.ts +535 -462
  219. package/src/tools/__tests__/compareTransactions/index.test.ts +378 -358
  220. package/src/tools/__tests__/compareTransactions/matcher.test.ts +497 -398
  221. package/src/tools/__tests__/compareTransactions/parser.test.ts +765 -747
  222. package/src/tools/__tests__/compareTransactions.test.ts +352 -332
  223. package/src/tools/__tests__/compareTransactions.window.test.ts +150 -146
  224. package/src/tools/__tests__/deltaFetcher.scheduled.integration.test.ts +69 -65
  225. package/src/tools/__tests__/deltaFetcher.test.ts +325 -265
  226. package/src/tools/__tests__/deltaSupport.test.ts +211 -184
  227. package/src/tools/__tests__/deltaTestUtils.ts +37 -33
  228. package/src/tools/__tests__/exportTransactions.test.ts +205 -200
  229. package/src/tools/__tests__/monthTools.delta.integration.test.ts +68 -68
  230. package/src/tools/__tests__/monthTools.integration.test.ts +178 -166
  231. package/src/tools/__tests__/monthTools.test.ts +561 -512
  232. package/src/tools/__tests__/payeeTools.delta.integration.test.ts +68 -68
  233. package/src/tools/__tests__/payeeTools.integration.test.ts +158 -142
  234. package/src/tools/__tests__/payeeTools.test.ts +486 -434
  235. package/src/tools/__tests__/transactionSchemas.test.ts +1202 -1186
  236. package/src/tools/__tests__/transactionTools.integration.test.ts +875 -825
  237. package/src/tools/__tests__/transactionTools.test.ts +4923 -4366
  238. package/src/tools/__tests__/transactionUtils.test.ts +1004 -977
  239. package/src/tools/__tests__/utilityTools.integration.test.ts +32 -32
  240. package/src/tools/__tests__/utilityTools.test.ts +68 -58
  241. package/src/tools/accountTools.ts +293 -271
  242. package/src/tools/adapters.ts +120 -63
  243. package/src/tools/budgetTools.ts +121 -116
  244. package/src/tools/categoryTools.ts +379 -339
  245. package/src/tools/compareTransactions/formatter.ts +131 -119
  246. package/src/tools/compareTransactions/index.ts +249 -214
  247. package/src/tools/compareTransactions/matcher.ts +259 -209
  248. package/src/tools/compareTransactions/parser.ts +517 -487
  249. package/src/tools/compareTransactions/types.ts +38 -38
  250. package/src/tools/compareTransactions.ts +1 -1
  251. package/src/tools/deltaFetcher.ts +281 -260
  252. package/src/tools/deltaSupport.ts +264 -259
  253. package/src/tools/exportTransactions.ts +230 -218
  254. package/src/tools/monthTools.ts +180 -165
  255. package/src/tools/payeeTools.ts +152 -140
  256. package/src/tools/reconcileAdapter.ts +297 -252
  257. package/src/tools/reconciliation/CLAUDE.md +506 -0
  258. package/src/tools/reconciliation/__tests__/adapter.causes.test.ts +133 -124
  259. package/src/tools/reconciliation/__tests__/adapter.test.ts +249 -230
  260. package/src/tools/reconciliation/__tests__/analyzer.test.ts +408 -400
  261. package/src/tools/reconciliation/__tests__/csvParser.test.ts +71 -69
  262. package/src/tools/reconciliation/__tests__/executor.integration.test.ts +348 -323
  263. package/src/tools/reconciliation/__tests__/executor.progress.test.ts +503 -457
  264. package/src/tools/reconciliation/__tests__/executor.test.ts +898 -831
  265. package/src/tools/reconciliation/__tests__/matcher.test.ts +667 -663
  266. package/src/tools/reconciliation/__tests__/payeeNormalizer.test.ts +296 -276
  267. package/src/tools/reconciliation/__tests__/recommendationEngine.integration.test.ts +692 -624
  268. package/src/tools/reconciliation/__tests__/recommendationEngine.test.ts +1008 -989
  269. package/src/tools/reconciliation/__tests__/reconciliation.delta.integration.test.ts +187 -146
  270. package/src/tools/reconciliation/__tests__/reportFormatter.test.ts +583 -533
  271. package/src/tools/reconciliation/__tests__/scenarios/adapterCurrency.scenario.test.ts +75 -74
  272. package/src/tools/reconciliation/__tests__/scenarios/extremes.scenario.test.ts +70 -62
  273. package/src/tools/reconciliation/__tests__/scenarios/repeatAmount.scenario.test.ts +102 -88
  274. package/src/tools/reconciliation/__tests__/schemaUrl.test.ts +56 -55
  275. package/src/tools/reconciliation/__tests__/signDetector.test.ts +209 -206
  276. package/src/tools/reconciliation/__tests__/ynabAdapter.test.ts +66 -60
  277. package/src/tools/reconciliation/analyzer.ts +564 -504
  278. package/src/tools/reconciliation/csvParser.ts +656 -609
  279. package/src/tools/reconciliation/executor.ts +1290 -1128
  280. package/src/tools/reconciliation/index.ts +580 -528
  281. package/src/tools/reconciliation/matcher.ts +256 -240
  282. package/src/tools/reconciliation/payeeNormalizer.ts +92 -78
  283. package/src/tools/reconciliation/recommendationEngine.ts +357 -345
  284. package/src/tools/reconciliation/reportFormatter.ts +343 -307
  285. package/src/tools/reconciliation/signDetector.ts +89 -83
  286. package/src/tools/reconciliation/types.ts +164 -159
  287. package/src/tools/reconciliation/ynabAdapter.ts +17 -15
  288. package/src/tools/schemas/CLAUDE.md +546 -0
  289. package/src/tools/schemas/common.ts +1 -1
  290. package/src/tools/schemas/outputs/__tests__/accountOutputs.test.ts +410 -409
  291. package/src/tools/schemas/outputs/__tests__/budgetOutputs.test.ts +305 -299
  292. package/src/tools/schemas/outputs/__tests__/categoryOutputs.test.ts +431 -430
  293. package/src/tools/schemas/outputs/__tests__/comparisonOutputs.test.ts +510 -495
  294. package/src/tools/schemas/outputs/__tests__/dateValidation.test.ts +179 -153
  295. package/src/tools/schemas/outputs/__tests__/discrepancyDirection.test.ts +293 -254
  296. package/src/tools/schemas/outputs/__tests__/monthOutputs.test.ts +457 -457
  297. package/src/tools/schemas/outputs/__tests__/payeeOutputs.test.ts +362 -356
  298. package/src/tools/schemas/outputs/__tests__/reconciliationOutputs.test.ts +402 -399
  299. package/src/tools/schemas/outputs/__tests__/transactionMutationSchemas.test.ts +225 -211
  300. package/src/tools/schemas/outputs/__tests__/transactionOutputs.test.ts +457 -454
  301. package/src/tools/schemas/outputs/__tests__/utilityOutputs.test.ts +316 -315
  302. package/src/tools/schemas/outputs/accountOutputs.ts +40 -34
  303. package/src/tools/schemas/outputs/budgetOutputs.ts +24 -19
  304. package/src/tools/schemas/outputs/categoryOutputs.ts +76 -56
  305. package/src/tools/schemas/outputs/comparisonOutputs.ts +192 -169
  306. package/src/tools/schemas/outputs/index.ts +163 -163
  307. package/src/tools/schemas/outputs/monthOutputs.ts +95 -80
  308. package/src/tools/schemas/outputs/payeeOutputs.ts +18 -18
  309. package/src/tools/schemas/outputs/reconciliationOutputs.ts +386 -373
  310. package/src/tools/schemas/outputs/transactionMutationOutputs.ts +259 -231
  311. package/src/tools/schemas/outputs/transactionOutputs.ts +81 -71
  312. package/src/tools/schemas/outputs/utilityOutputs.ts +90 -84
  313. package/src/tools/schemas/shared/commonOutputs.ts +27 -19
  314. package/src/tools/toolCategories.ts +114 -114
  315. package/src/tools/transactionReadTools.ts +327 -0
  316. package/src/tools/transactionSchemas.ts +322 -291
  317. package/src/tools/transactionTools.ts +84 -2246
  318. package/src/tools/transactionUtils.ts +507 -422
  319. package/src/tools/transactionWriteTools.ts +2110 -0
  320. package/src/tools/utilityTools.ts +46 -41
  321. package/src/types/CLAUDE.md +477 -0
  322. package/src/types/__tests__/index.test.ts +51 -51
  323. package/src/types/index.ts +43 -39
  324. package/src/types/integration-tests.d.ts +26 -26
  325. package/src/types/reconciliation.ts +29 -29
  326. package/src/types/toolAnnotations.ts +30 -30
  327. package/src/types/toolRegistration.ts +43 -32
  328. package/src/utils/CLAUDE.md +508 -0
  329. package/src/utils/__tests__/dateUtils.test.ts +174 -168
  330. package/src/utils/__tests__/money.test.ts +193 -187
  331. package/src/utils/amountUtils.ts +5 -5
  332. package/src/utils/baseError.ts +5 -5
  333. package/src/utils/dateUtils.ts +29 -26
  334. package/src/utils/errors.ts +14 -14
  335. package/src/utils/money.ts +66 -52
  336. package/src/utils/validationError.ts +1 -1
  337. package/tsconfig.json +29 -29
  338. package/tsconfig.prod.json +16 -16
  339. package/vitest-reporters/split-json-reporter.ts +247 -204
  340. package/vitest.config.ts +99 -95
  341. package/.prettierignore +0 -10
  342. package/.prettierrc.json +0 -10
  343. package/eslint.config.js +0 -49
@@ -1,9 +1,9 @@
1
- import { CallToolResult } from '@modelcontextprotocol/sdk/types.js';
2
- import * as ynab from 'ynab';
3
- import type { SaveTransactionsResponseData } from 'ynab/dist/models/SaveTransactionsResponseData.js';
4
- import type { DeltaCache } from '../server/deltaCache.js';
5
- import type { ServerKnowledgeStore } from '../server/serverKnowledgeStore.js';
6
- import type { CategorySource, TransactionCacheInvalidationOptions, CorrelationPayload, CorrelationPayloadInput, BulkTransactionInput, BulkTransactionResult, BulkCreateResponse, BulkUpdateResponse } from './transactionSchemas.js';
1
+ import type { CallToolResult } from "@modelcontextprotocol/sdk/types.js";
2
+ import type * as ynab from "ynab";
3
+ import type { SaveTransactionsResponseData } from "ynab/dist/models/SaveTransactionsResponseData.js";
4
+ import type { DeltaCache } from "../server/deltaCache.js";
5
+ import type { ServerKnowledgeStore } from "../server/serverKnowledgeStore.js";
6
+ import type { BulkCreateResponse, BulkTransactionInput, BulkTransactionResult, BulkUpdateResponse, CategorySource, CorrelationPayload, CorrelationPayloadInput, TransactionCacheInvalidationOptions } from "./transactionSchemas.js";
7
7
  export declare function ensureTransaction<T>(transaction: T | undefined, errorMessage: string): T;
8
8
  export declare function appendCategoryIds(source: CategorySource | undefined, target: Set<string>): void;
9
9
  export declare function collectCategoryIdsFromSources(...sources: (CategorySource | undefined)[]): Set<string>;
@@ -1,8 +1,8 @@
1
- import { createHash } from 'crypto';
2
- import { ValidationError } from '../types/index.js';
3
- import { responseFormatter } from '../server/responseFormatter.js';
4
- import { cacheManager, CacheManager } from '../server/cacheManager.js';
5
- import { globalRequestLogger } from '../server/requestLogger.js';
1
+ import { createHash } from "node:crypto";
2
+ import { CacheManager, cacheManager } from "../server/cacheManager.js";
3
+ import { globalRequestLogger } from "../server/requestLogger.js";
4
+ import { responseFormatter } from "../server/responseFormatter.js";
5
+ import { ValidationError } from "../types/index.js";
6
6
  const FULL_RESPONSE_THRESHOLD = 64 * 1024;
7
7
  const SUMMARY_RESPONSE_THRESHOLD = 96 * 1024;
8
8
  const MAX_RESPONSE_BYTES = 100 * 1024;
@@ -47,44 +47,44 @@ export function setsEqual(a, b) {
47
47
  }
48
48
  export const toMonthKey = (date) => `${date.slice(0, 7)}-01`;
49
49
  export function invalidateTransactionCaches(deltaCache, knowledgeStore, budgetId, serverKnowledge, affectedAccountIds, affectedMonths, options = {}) {
50
- deltaCache.invalidate(budgetId, 'transactions');
51
- cacheManager.delete(CacheManager.generateKey('transactions', 'list', budgetId));
50
+ deltaCache.invalidate(budgetId, "transactions");
51
+ cacheManager.delete(CacheManager.generateKey("transactions", "list", budgetId));
52
52
  for (const accountId of affectedAccountIds) {
53
- const accountPrefix = CacheManager.generateKey('transactions', 'account', budgetId, accountId);
53
+ const accountPrefix = CacheManager.generateKey("transactions", "account", budgetId, accountId);
54
54
  cacheManager.deleteByPrefix(accountPrefix);
55
55
  }
56
56
  const invalidateAccountsList = options.accountTotalsChanged ?? true;
57
57
  if (invalidateAccountsList) {
58
- cacheManager.delete(CacheManager.generateKey('accounts', 'list', budgetId));
58
+ cacheManager.delete(CacheManager.generateKey("accounts", "list", budgetId));
59
59
  }
60
60
  for (const accountId of affectedAccountIds) {
61
- cacheManager.delete(CacheManager.generateKey('account', 'get', budgetId, accountId));
61
+ cacheManager.delete(CacheManager.generateKey("account", "get", budgetId, accountId));
62
62
  }
63
63
  const affectedCategoryIds = options.affectedCategoryIds ?? new Set();
64
64
  const shouldInvalidateCategories = options.invalidateAllCategories || affectedCategoryIds.size > 0;
65
65
  if (shouldInvalidateCategories) {
66
- cacheManager.delete(CacheManager.generateKey('categories', 'list', budgetId));
66
+ cacheManager.delete(CacheManager.generateKey("categories", "list", budgetId));
67
67
  for (const categoryId of affectedCategoryIds) {
68
- cacheManager.delete(CacheManager.generateKey('category', 'get', budgetId, categoryId));
68
+ cacheManager.delete(CacheManager.generateKey("category", "get", budgetId, categoryId));
69
69
  }
70
70
  }
71
71
  const shouldInvalidateMonths = options.invalidateMonths ?? affectedMonths.size > 0;
72
72
  if (shouldInvalidateMonths) {
73
- cacheManager.delete(CacheManager.generateKey('months', 'list', budgetId));
74
- deltaCache.invalidate(budgetId, 'months');
73
+ cacheManager.delete(CacheManager.generateKey("months", "list", budgetId));
74
+ deltaCache.invalidate(budgetId, "months");
75
75
  for (const month of affectedMonths) {
76
- cacheManager.delete(CacheManager.generateKey('month', 'get', budgetId, month));
76
+ cacheManager.delete(CacheManager.generateKey("month", "get", budgetId, month));
77
77
  }
78
78
  }
79
79
  if (serverKnowledge !== undefined) {
80
- const transactionCacheKey = CacheManager.generateKey('transactions', 'list', budgetId);
80
+ const transactionCacheKey = CacheManager.generateKey("transactions", "list", budgetId);
81
81
  knowledgeStore.update(transactionCacheKey, serverKnowledge);
82
82
  if (invalidateAccountsList) {
83
- const accountsCacheKey = CacheManager.generateKey('accounts', 'list', budgetId);
83
+ const accountsCacheKey = CacheManager.generateKey("accounts", "list", budgetId);
84
84
  knowledgeStore.update(accountsCacheKey, serverKnowledge);
85
85
  }
86
86
  if (shouldInvalidateMonths && affectedMonths.size > 0) {
87
- const monthsCacheKey = CacheManager.generateKey('months', 'list', budgetId);
87
+ const monthsCacheKey = CacheManager.generateKey("months", "list", budgetId);
88
88
  knowledgeStore.update(monthsCacheKey, serverKnowledge);
89
89
  }
90
90
  }
@@ -94,18 +94,21 @@ export function generateCorrelationKey(transaction) {
94
94
  return transaction.import_id;
95
95
  }
96
96
  const segments = [
97
- `account:${transaction.account_id ?? ''}`,
98
- `date:${transaction.date ?? ''}`,
97
+ `account:${transaction.account_id ?? ""}`,
98
+ `date:${transaction.date ?? ""}`,
99
99
  `amount:${transaction.amount ?? 0}`,
100
- `payee:${transaction.payee_id ?? transaction.payee_name ?? ''}`,
101
- `category:${transaction.category_id ?? ''}`,
102
- `memo:${transaction.memo ?? ''}`,
103
- `cleared:${transaction.cleared ?? ''}`,
100
+ `payee:${transaction.payee_id ?? transaction.payee_name ?? ""}`,
101
+ `category:${transaction.category_id ?? ""}`,
102
+ `memo:${transaction.memo ?? ""}`,
103
+ `cleared:${transaction.cleared ?? ""}`,
104
104
  `approved:${transaction.approved ?? false}`,
105
- `flag:${transaction.flag_color ?? ''}`,
105
+ `flag:${transaction.flag_color ?? ""}`,
106
106
  ];
107
- const normalized = segments.join('|');
108
- const hash = createHash('sha256').update(normalized).digest('hex').slice(0, 16);
107
+ const normalized = segments.join("|");
108
+ const hash = createHash("sha256")
109
+ .update(normalized)
110
+ .digest("hex")
111
+ .slice(0, 16);
109
112
  return `hash:${hash}`;
110
113
  }
111
114
  export function toCorrelationPayload(transaction) {
@@ -152,7 +155,7 @@ export function correlateResults(requests, responseData, duplicateImportIds) {
152
155
  continue;
153
156
  }
154
157
  const key = generateCorrelationKey(transaction);
155
- if (key.startsWith('hash:')) {
158
+ if (key.startsWith("hash:")) {
156
159
  register(createdByHash, key, transaction.id);
157
160
  }
158
161
  else {
@@ -174,36 +177,37 @@ export function correlateResults(requests, responseData, duplicateImportIds) {
174
177
  for (const [index, transaction] of requests.entries()) {
175
178
  const normalizedRequest = toCorrelationPayload(transaction);
176
179
  const correlationKey = generateCorrelationKey(normalizedRequest);
177
- if (transaction.import_id && duplicateImportIds.has(transaction.import_id)) {
180
+ if (transaction.import_id &&
181
+ duplicateImportIds.has(transaction.import_id)) {
178
182
  correlatedResults.push({
179
183
  request_index: index,
180
- status: 'duplicate',
184
+ status: "duplicate",
181
185
  correlation_key: correlationKey,
182
186
  });
183
187
  continue;
184
188
  }
185
189
  let transactionId;
186
- if (correlationKey.startsWith('hash:')) {
190
+ if (correlationKey.startsWith("hash:")) {
187
191
  transactionId = popId(createdByHash, correlationKey);
188
192
  }
189
193
  else {
190
194
  transactionId = popId(createdByImportId, correlationKey);
191
195
  }
192
- if (!transactionId && !correlationKey.startsWith('hash:')) {
196
+ if (!transactionId && !correlationKey.startsWith("hash:")) {
193
197
  const hashKey = generateCorrelationKey(toCorrelationPayload({ ...transaction, import_id: undefined }));
194
198
  transactionId = popId(createdByHash, hashKey);
195
199
  }
196
200
  if (transactionId) {
197
201
  const successResult = {
198
202
  request_index: index,
199
- status: 'created',
203
+ status: "created",
200
204
  correlation_key: correlationKey,
201
205
  };
202
206
  successResult.transaction_id = transactionId;
203
207
  correlatedResults.push(successResult);
204
208
  continue;
205
209
  }
206
- globalRequestLogger.logError('ynab:create_transactions', 'correlate_results', {
210
+ globalRequestLogger.logError("ynab:create_transactions", "correlate_results", {
207
211
  request_index: index,
208
212
  correlation_key: correlationKey,
209
213
  request: {
@@ -212,19 +216,19 @@ export function correlateResults(requests, responseData, duplicateImportIds) {
212
216
  amount: transaction.amount,
213
217
  import_id: transaction.import_id,
214
218
  },
215
- }, 'correlation_failed');
219
+ }, "correlation_failed");
216
220
  correlatedResults.push({
217
221
  request_index: index,
218
- status: 'failed',
222
+ status: "failed",
219
223
  correlation_key: correlationKey,
220
- error_code: 'correlation_failed',
221
- error: 'Unable to correlate request transaction with YNAB response',
224
+ error_code: "correlation_failed",
225
+ error: "Unable to correlate request transaction with YNAB response",
222
226
  });
223
227
  }
224
228
  return correlatedResults;
225
229
  }
226
230
  export function estimatePayloadSize(payload) {
227
- return Buffer.byteLength(JSON.stringify(payload), 'utf8');
231
+ return Buffer.byteLength(JSON.stringify(payload), "utf8");
228
232
  }
229
233
  export function finalizeResponse(response) {
230
234
  const appendMessage = (message, addition) => {
@@ -236,15 +240,15 @@ export function finalizeResponse(response) {
236
240
  }
237
241
  return `${message} ${addition}`;
238
242
  };
239
- const fullSize = estimatePayloadSize({ ...response, mode: 'full' });
243
+ const fullSize = estimatePayloadSize({ ...response, mode: "full" });
240
244
  if (fullSize <= FULL_RESPONSE_THRESHOLD) {
241
- return { ...response, mode: 'full' };
245
+ return { ...response, mode: "full" };
242
246
  }
243
247
  const { transactions, ...summaryResponse } = response;
244
248
  const summaryPayload = {
245
249
  ...summaryResponse,
246
- message: appendMessage(response.message, 'Response downgraded to summary to stay under size limits.'),
247
- mode: 'summary',
250
+ message: appendMessage(response.message, "Response downgraded to summary to stay under size limits."),
251
+ mode: "summary",
248
252
  };
249
253
  if (estimatePayloadSize(summaryPayload) <= SUMMARY_RESPONSE_THRESHOLD) {
250
254
  return summaryPayload;
@@ -258,13 +262,16 @@ export function finalizeResponse(response) {
258
262
  correlation_key: result.correlation_key,
259
263
  error: result.error,
260
264
  })),
261
- message: appendMessage(summaryResponse.message, 'Response downgraded to ids_only to meet 100KB limit.'),
262
- mode: 'ids_only',
265
+ message: appendMessage(summaryResponse.message, "Response downgraded to ids_only to meet 100KB limit."),
266
+ mode: "ids_only",
263
267
  };
264
268
  if (estimatePayloadSize(idsOnlyPayload) <= MAX_RESPONSE_BYTES) {
265
269
  return idsOnlyPayload;
266
270
  }
267
- throw new ValidationError('RESPONSE_TOO_LARGE: Unable to format bulk create response within 100KB limit', `Batch size: ${response.summary.total_requested} transactions`, ['Reduce the batch size and retry', 'Consider splitting into multiple smaller batches']);
271
+ throw new ValidationError("RESPONSE_TOO_LARGE: Unable to format bulk create response within 100KB limit", `Batch size: ${response.summary.total_requested} transactions`, [
272
+ "Reduce the batch size and retry",
273
+ "Consider splitting into multiple smaller batches",
274
+ ]);
268
275
  }
269
276
  export function finalizeBulkUpdateResponse(response) {
270
277
  const appendMessage = (message, addition) => {
@@ -278,13 +285,13 @@ export function finalizeBulkUpdateResponse(response) {
278
285
  };
279
286
  const fullSize = estimatePayloadSize(response);
280
287
  if (fullSize <= FULL_RESPONSE_THRESHOLD) {
281
- return { ...response, mode: 'full' };
288
+ return { ...response, mode: "full" };
282
289
  }
283
290
  const { transactions, ...summaryResponse } = response;
284
291
  const summaryPayload = {
285
292
  ...summaryResponse,
286
- message: appendMessage(response.message, 'Response downgraded to summary to stay under size limits.'),
287
- mode: 'summary',
293
+ message: appendMessage(response.message, "Response downgraded to summary to stay under size limits."),
294
+ mode: "summary",
288
295
  };
289
296
  if (estimatePayloadSize(summaryPayload) <= SUMMARY_RESPONSE_THRESHOLD) {
290
297
  return summaryPayload;
@@ -306,38 +313,46 @@ export function finalizeBulkUpdateResponse(response) {
306
313
  }
307
314
  return simplified;
308
315
  }),
309
- message: appendMessage(summaryResponse.message, 'Response downgraded to ids_only to meet 100KB limit.'),
310
- mode: 'ids_only',
316
+ message: appendMessage(summaryResponse.message, "Response downgraded to ids_only to meet 100KB limit."),
317
+ mode: "ids_only",
311
318
  };
312
319
  if (estimatePayloadSize(idsOnlyPayload) <= MAX_RESPONSE_BYTES) {
313
320
  return idsOnlyPayload;
314
321
  }
315
- throw new ValidationError('RESPONSE_TOO_LARGE: Unable to format bulk update response within 100KB limit', `Batch size: ${response.summary.total_requested} transactions`, ['Reduce the batch size and retry', 'Consider splitting into multiple smaller batches']);
322
+ throw new ValidationError("RESPONSE_TOO_LARGE: Unable to format bulk update response within 100KB limit", `Batch size: ${response.summary.total_requested} transactions`, [
323
+ "Reduce the batch size and retry",
324
+ "Consider splitting into multiple smaller batches",
325
+ ]);
316
326
  }
317
327
  export function handleTransactionError(error, defaultMessage) {
318
328
  let errorMessage = defaultMessage;
319
329
  if (error instanceof Error) {
320
- if (error.message.includes('401') || error.message.includes('Unauthorized')) {
321
- errorMessage = 'Invalid or expired YNAB access token';
330
+ if (error.message.includes("401") ||
331
+ error.message.includes("Unauthorized")) {
332
+ errorMessage = "Invalid or expired YNAB access token";
322
333
  }
323
- else if (error.message.includes('403') || error.message.includes('Forbidden')) {
324
- errorMessage = 'Insufficient permissions to access YNAB data';
334
+ else if (error.message.includes("403") ||
335
+ error.message.includes("Forbidden")) {
336
+ errorMessage = "Insufficient permissions to access YNAB data";
325
337
  }
326
- else if (error.message.includes('404') || error.message.includes('Not Found')) {
327
- errorMessage = 'Budget, account, category, or transaction not found';
338
+ else if (error.message.includes("404") ||
339
+ error.message.includes("Not Found")) {
340
+ errorMessage = "Budget, account, category, or transaction not found";
328
341
  }
329
- else if (error.message.includes('429') || error.message.includes('Too Many Requests')) {
330
- errorMessage = 'Rate limit exceeded. Please try again later';
342
+ else if (error.message.includes("429") ||
343
+ error.message.includes("Too Many Requests")) {
344
+ errorMessage = "Rate limit exceeded. Please try again later";
331
345
  }
332
- else if (error.message.includes('500') || error.message.includes('Internal Server Error')) {
333
- errorMessage = 'YNAB service is currently unavailable';
346
+ else if (error.message.includes("500") ||
347
+ error.message.includes("Internal Server Error")) {
348
+ errorMessage = "YNAB service is currently unavailable";
334
349
  }
335
350
  }
336
351
  return {
337
352
  isError: true,
338
353
  content: [
339
354
  {
340
- type: 'text',
355
+ type: "text",
341
356
  text: responseFormatter.format({
342
357
  error: {
343
358
  message: errorMessage,
@@ -0,0 +1,20 @@
1
+ import type { CallToolResult } from "@modelcontextprotocol/sdk/types.js";
2
+ import type * as ynab from "ynab";
3
+ import type { DeltaCache } from "../server/deltaCache.js";
4
+ import type { ServerKnowledgeStore } from "../server/serverKnowledgeStore.js";
5
+ import type { ToolRegistry } from "../server/toolRegistry.js";
6
+ import type { ToolContext } from "../types/toolRegistration.js";
7
+ import { type CreateReceiptSplitTransactionParams, type CreateTransactionParams, type CreateTransactionsParams, type DeleteTransactionParams, type UpdateTransactionParams, type UpdateTransactionsParams } from "./transactionSchemas.js";
8
+ export declare function handleCreateTransaction(ynabAPI: ynab.API, deltaCache: DeltaCache, knowledgeStore: ServerKnowledgeStore, params: CreateTransactionParams): Promise<CallToolResult>;
9
+ export declare function handleCreateTransaction(ynabAPI: ynab.API, params: CreateTransactionParams): Promise<CallToolResult>;
10
+ export declare function handleCreateReceiptSplitTransaction(ynabAPI: ynab.API, deltaCache: DeltaCache, knowledgeStore: ServerKnowledgeStore, params: CreateReceiptSplitTransactionParams): Promise<CallToolResult>;
11
+ export declare function handleCreateReceiptSplitTransaction(ynabAPI: ynab.API, params: CreateReceiptSplitTransactionParams): Promise<CallToolResult>;
12
+ export declare function handleUpdateTransaction(ynabAPI: ynab.API, deltaCache: DeltaCache, knowledgeStore: ServerKnowledgeStore, params: UpdateTransactionParams): Promise<CallToolResult>;
13
+ export declare function handleUpdateTransaction(ynabAPI: ynab.API, params: UpdateTransactionParams): Promise<CallToolResult>;
14
+ export declare function handleDeleteTransaction(ynabAPI: ynab.API, deltaCache: DeltaCache, knowledgeStore: ServerKnowledgeStore, params: DeleteTransactionParams): Promise<CallToolResult>;
15
+ export declare function handleDeleteTransaction(ynabAPI: ynab.API, params: DeleteTransactionParams): Promise<CallToolResult>;
16
+ export declare function handleCreateTransactions(ynabAPI: ynab.API, deltaCache: DeltaCache, knowledgeStore: ServerKnowledgeStore, params: CreateTransactionsParams): Promise<CallToolResult>;
17
+ export declare function handleCreateTransactions(ynabAPI: ynab.API, params: CreateTransactionsParams): Promise<CallToolResult>;
18
+ export declare function handleUpdateTransactions(ynabAPI: ynab.API, deltaCache: DeltaCache, knowledgeStore: ServerKnowledgeStore, params: UpdateTransactionsParams): Promise<CallToolResult>;
19
+ export declare function handleUpdateTransactions(ynabAPI: ynab.API, params: UpdateTransactionsParams): Promise<CallToolResult>;
20
+ export declare function registerTransactionWriteTools(registry: ToolRegistry, context: ToolContext): void;