@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
@@ -1,640 +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
  });