@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.
- package/CLAUDE.md +87 -8
- package/bin/ynab-mcp-server.cjs +2 -2
- package/bin/ynab-mcp-server.js +3 -3
- package/biome.json +39 -0
- package/dist/bundle/index.cjs +67 -67
- package/dist/index.d.ts +1 -1
- package/dist/index.js +27 -27
- package/dist/server/YNABMCPServer.d.ts +3 -4
- package/dist/server/YNABMCPServer.js +111 -116
- package/dist/server/budgetResolver.d.ts +6 -5
- package/dist/server/budgetResolver.js +46 -36
- package/dist/server/cacheKeys.js +6 -6
- package/dist/server/cacheManager.js +14 -11
- package/dist/server/completions.d.ts +2 -2
- package/dist/server/completions.js +20 -15
- package/dist/server/config.d.ts +10 -5
- package/dist/server/config.js +24 -7
- package/dist/server/deltaCache.d.ts +2 -2
- package/dist/server/deltaCache.js +22 -16
- package/dist/server/deltaCache.merge.d.ts +2 -2
- package/dist/server/diagnostics.d.ts +4 -4
- package/dist/server/diagnostics.js +38 -32
- package/dist/server/errorHandler.d.ts +5 -12
- package/dist/server/errorHandler.js +219 -217
- package/dist/server/prompts.d.ts +2 -2
- package/dist/server/prompts.js +45 -45
- package/dist/server/rateLimiter.js +4 -4
- package/dist/server/requestLogger.d.ts +1 -1
- package/dist/server/requestLogger.js +40 -35
- package/dist/server/resources.d.ts +3 -3
- package/dist/server/resources.js +55 -52
- package/dist/server/responseFormatter.js +6 -6
- package/dist/server/securityMiddleware.d.ts +2 -2
- package/dist/server/securityMiddleware.js +22 -20
- package/dist/server/serverKnowledgeStore.js +1 -1
- package/dist/server/toolRegistry.d.ts +3 -3
- package/dist/server/toolRegistry.js +47 -40
- package/dist/tools/__tests__/deltaTestUtils.d.ts +3 -3
- package/dist/tools/__tests__/deltaTestUtils.js +2 -2
- package/dist/tools/accountTools.d.ts +9 -8
- package/dist/tools/accountTools.js +47 -47
- package/dist/tools/adapters.d.ts +13 -8
- package/dist/tools/adapters.js +21 -11
- package/dist/tools/budgetTools.d.ts +8 -7
- package/dist/tools/budgetTools.js +22 -22
- package/dist/tools/categoryTools.d.ts +9 -8
- package/dist/tools/categoryTools.js +68 -59
- package/dist/tools/compareTransactions/formatter.d.ts +3 -3
- package/dist/tools/compareTransactions/formatter.js +9 -9
- package/dist/tools/compareTransactions/index.d.ts +6 -6
- package/dist/tools/compareTransactions/index.js +58 -43
- package/dist/tools/compareTransactions/matcher.d.ts +1 -1
- package/dist/tools/compareTransactions/matcher.js +28 -15
- package/dist/tools/compareTransactions/parser.d.ts +2 -2
- package/dist/tools/compareTransactions/parser.js +144 -138
- package/dist/tools/compareTransactions/types.d.ts +4 -4
- package/dist/tools/compareTransactions.d.ts +1 -1
- package/dist/tools/compareTransactions.js +1 -1
- package/dist/tools/deltaFetcher.d.ts +2 -2
- package/dist/tools/deltaFetcher.js +16 -15
- package/dist/tools/deltaSupport.d.ts +4 -4
- package/dist/tools/deltaSupport.js +35 -41
- package/dist/tools/exportTransactions.d.ts +5 -4
- package/dist/tools/exportTransactions.js +61 -59
- package/dist/tools/monthTools.d.ts +7 -6
- package/dist/tools/monthTools.js +31 -29
- package/dist/tools/payeeTools.d.ts +7 -6
- package/dist/tools/payeeTools.js +28 -28
- package/dist/tools/reconcileAdapter.d.ts +2 -2
- package/dist/tools/reconcileAdapter.js +19 -12
- package/dist/tools/reconciliation/analyzer.d.ts +4 -4
- package/dist/tools/reconciliation/analyzer.js +73 -59
- package/dist/tools/reconciliation/csvParser.d.ts +3 -3
- package/dist/tools/reconciliation/csvParser.js +128 -104
- package/dist/tools/reconciliation/executor.d.ts +4 -4
- package/dist/tools/reconciliation/executor.js +148 -109
- package/dist/tools/reconciliation/index.d.ts +10 -10
- package/dist/tools/reconciliation/index.js +96 -83
- package/dist/tools/reconciliation/matcher.d.ts +3 -3
- package/dist/tools/reconciliation/matcher.js +17 -16
- package/dist/tools/reconciliation/payeeNormalizer.js +19 -8
- package/dist/tools/reconciliation/recommendationEngine.d.ts +1 -1
- package/dist/tools/reconciliation/recommendationEngine.js +40 -40
- package/dist/tools/reconciliation/reportFormatter.d.ts +2 -2
- package/dist/tools/reconciliation/reportFormatter.js +59 -58
- package/dist/tools/reconciliation/signDetector.d.ts +1 -1
- package/dist/tools/reconciliation/types.d.ts +16 -16
- package/dist/tools/reconciliation/ynabAdapter.d.ts +2 -2
- package/dist/tools/schemas/common.d.ts +1 -1
- package/dist/tools/schemas/common.js +1 -1
- package/dist/tools/schemas/outputs/accountOutputs.d.ts +1 -1
- package/dist/tools/schemas/outputs/accountOutputs.js +24 -18
- package/dist/tools/schemas/outputs/budgetOutputs.d.ts +1 -1
- package/dist/tools/schemas/outputs/budgetOutputs.js +14 -11
- package/dist/tools/schemas/outputs/categoryOutputs.d.ts +1 -1
- package/dist/tools/schemas/outputs/categoryOutputs.js +49 -29
- package/dist/tools/schemas/outputs/comparisonOutputs.d.ts +1 -1
- package/dist/tools/schemas/outputs/comparisonOutputs.js +12 -12
- package/dist/tools/schemas/outputs/index.d.ts +14 -14
- package/dist/tools/schemas/outputs/index.js +14 -14
- package/dist/tools/schemas/outputs/monthOutputs.d.ts +1 -1
- package/dist/tools/schemas/outputs/monthOutputs.js +56 -41
- package/dist/tools/schemas/outputs/payeeOutputs.d.ts +1 -1
- package/dist/tools/schemas/outputs/payeeOutputs.js +10 -10
- package/dist/tools/schemas/outputs/reconciliationOutputs.d.ts +2 -2
- package/dist/tools/schemas/outputs/reconciliationOutputs.js +45 -45
- package/dist/tools/schemas/outputs/transactionMutationOutputs.d.ts +1 -1
- package/dist/tools/schemas/outputs/transactionMutationOutputs.js +28 -22
- package/dist/tools/schemas/outputs/transactionOutputs.d.ts +1 -1
- package/dist/tools/schemas/outputs/transactionOutputs.js +43 -35
- package/dist/tools/schemas/outputs/utilityOutputs.d.ts +1 -1
- package/dist/tools/schemas/outputs/utilityOutputs.js +5 -3
- package/dist/tools/schemas/shared/commonOutputs.d.ts +1 -1
- package/dist/tools/schemas/shared/commonOutputs.js +15 -9
- package/dist/tools/transactionReadTools.d.ts +11 -0
- package/dist/tools/transactionReadTools.js +202 -0
- package/dist/tools/transactionSchemas.d.ts +7 -7
- package/dist/tools/transactionSchemas.js +77 -57
- package/dist/tools/transactionTools.d.ts +6 -24
- package/dist/tools/transactionTools.js +7 -1499
- package/dist/tools/transactionUtils.d.ts +6 -6
- package/dist/tools/transactionUtils.js +78 -63
- package/dist/tools/transactionWriteTools.d.ts +20 -0
- package/dist/tools/transactionWriteTools.js +1342 -0
- package/dist/tools/utilityTools.d.ts +5 -4
- package/dist/tools/utilityTools.js +11 -11
- package/dist/types/index.d.ts +7 -7
- package/dist/types/index.js +6 -6
- package/dist/types/reconciliation.d.ts +1 -1
- package/dist/types/toolRegistration.d.ts +14 -12
- package/dist/utils/amountUtils.js +1 -1
- package/dist/utils/dateUtils.js +4 -4
- package/dist/utils/errors.d.ts +3 -3
- package/dist/utils/errors.js +4 -4
- package/dist/utils/money.d.ts +2 -2
- package/dist/utils/money.js +8 -8
- package/dist/utils/validationError.d.ts +1 -1
- package/dist/utils/validationError.js +1 -1
- package/docs/assets/examples/reconciliation-with-recommendations.json +66 -66
- package/docs/assets/schemas/reconciliation-v2.json +360 -336
- package/esbuild.config.mjs +53 -50
- package/meta.json +12548 -12548
- package/package.json +98 -111
- package/scripts/analyze-bundle.mjs +33 -30
- package/scripts/create-pr-description.js +169 -120
- package/scripts/run-all-tests.js +178 -169
- package/scripts/run-domain-integration-tests.js +28 -18
- package/scripts/run-generate-mcpb.js +19 -17
- package/scripts/run-throttled-integration-tests.js +92 -83
- package/scripts/test-delta-params.mjs +149 -120
- package/scripts/test-recommendations.ts +36 -32
- package/scripts/tmpTransaction.ts +80 -43
- package/scripts/validate-env.js +98 -91
- package/scripts/verify-build.js +78 -76
- package/src/__tests__/comprehensive.integration.test.ts +1281 -1154
- package/src/__tests__/performance.test.ts +723 -671
- package/src/__tests__/setup.ts +442 -395
- package/src/__tests__/smoke.e2e.test.ts +41 -39
- package/src/__tests__/testRunner.ts +314 -295
- package/src/__tests__/testUtils.ts +456 -364
- package/src/__tests__/tools/reconciliation/csvParser.integration.test.ts +109 -107
- package/src/__tests__/tools/reconciliation/real-world.integration.test.ts +41 -41
- package/src/index.ts +68 -59
- package/src/server/CLAUDE.md +480 -0
- package/src/server/YNABMCPServer.ts +821 -794
- package/src/server/__tests__/YNABMCPServer.integration.test.ts +929 -893
- package/src/server/__tests__/YNABMCPServer.test.ts +903 -899
- package/src/server/__tests__/budgetResolver.test.ts +466 -423
- package/src/server/__tests__/cacheManager.test.ts +891 -874
- package/src/server/__tests__/completions.integration.test.ts +115 -106
- package/src/server/__tests__/completions.test.ts +334 -313
- package/src/server/__tests__/config.test.ts +98 -86
- package/src/server/__tests__/deltaCache.merge.test.ts +774 -703
- package/src/server/__tests__/deltaCache.swr.test.ts +198 -153
- package/src/server/__tests__/deltaCache.test.ts +946 -759
- package/src/server/__tests__/diagnostics.test.ts +825 -792
- package/src/server/__tests__/errorHandler.integration.test.ts +512 -462
- package/src/server/__tests__/errorHandler.test.ts +402 -397
- package/src/server/__tests__/prompts.test.ts +424 -347
- package/src/server/__tests__/rateLimiter.test.ts +313 -309
- package/src/server/__tests__/requestLogger.test.ts +443 -403
- package/src/server/__tests__/resources.template.test.ts +196 -185
- package/src/server/__tests__/resources.test.ts +294 -288
- package/src/server/__tests__/security.integration.test.ts +487 -421
- package/src/server/__tests__/securityMiddleware.test.ts +519 -444
- package/src/server/__tests__/server-startup.integration.test.ts +509 -490
- package/src/server/__tests__/serverKnowledgeStore.test.ts +174 -173
- package/src/server/__tests__/toolRegistration.test.ts +239 -210
- package/src/server/__tests__/toolRegistry.test.ts +907 -845
- package/src/server/budgetResolver.ts +221 -181
- package/src/server/cacheKeys.ts +6 -6
- package/src/server/cacheManager.ts +498 -484
- package/src/server/completions.ts +267 -243
- package/src/server/config.ts +35 -14
- package/src/server/deltaCache.merge.ts +146 -128
- package/src/server/deltaCache.ts +352 -309
- package/src/server/diagnostics.ts +257 -242
- package/src/server/errorHandler.ts +747 -744
- package/src/server/prompts.ts +181 -176
- package/src/server/rateLimiter.ts +131 -129
- package/src/server/requestLogger.ts +350 -322
- package/src/server/resources.ts +442 -374
- package/src/server/responseFormatter.ts +41 -37
- package/src/server/securityMiddleware.ts +223 -205
- package/src/server/serverKnowledgeStore.ts +67 -67
- package/src/server/toolRegistry.ts +508 -474
- package/src/tools/CLAUDE.md +604 -0
- package/src/tools/__tests__/accountTools.delta.integration.test.ts +128 -111
- package/src/tools/__tests__/accountTools.integration.test.ts +129 -111
- package/src/tools/__tests__/accountTools.test.ts +685 -638
- package/src/tools/__tests__/adapters.test.ts +142 -108
- package/src/tools/__tests__/budgetTools.delta.integration.test.ts +73 -73
- package/src/tools/__tests__/budgetTools.integration.test.ts +132 -124
- package/src/tools/__tests__/budgetTools.test.ts +442 -413
- package/src/tools/__tests__/categoryTools.delta.integration.test.ts +76 -68
- package/src/tools/__tests__/categoryTools.integration.test.ts +314 -288
- package/src/tools/__tests__/categoryTools.test.ts +656 -625
- package/src/tools/__tests__/compareTransactions/formatter.test.ts +535 -462
- package/src/tools/__tests__/compareTransactions/index.test.ts +378 -358
- package/src/tools/__tests__/compareTransactions/matcher.test.ts +497 -398
- package/src/tools/__tests__/compareTransactions/parser.test.ts +765 -747
- package/src/tools/__tests__/compareTransactions.test.ts +352 -332
- package/src/tools/__tests__/compareTransactions.window.test.ts +150 -146
- package/src/tools/__tests__/deltaFetcher.scheduled.integration.test.ts +69 -65
- package/src/tools/__tests__/deltaFetcher.test.ts +325 -265
- package/src/tools/__tests__/deltaSupport.test.ts +211 -184
- package/src/tools/__tests__/deltaTestUtils.ts +37 -33
- package/src/tools/__tests__/exportTransactions.test.ts +205 -200
- package/src/tools/__tests__/monthTools.delta.integration.test.ts +68 -68
- package/src/tools/__tests__/monthTools.integration.test.ts +178 -166
- package/src/tools/__tests__/monthTools.test.ts +561 -512
- package/src/tools/__tests__/payeeTools.delta.integration.test.ts +68 -68
- package/src/tools/__tests__/payeeTools.integration.test.ts +158 -142
- package/src/tools/__tests__/payeeTools.test.ts +486 -434
- package/src/tools/__tests__/transactionSchemas.test.ts +1202 -1186
- package/src/tools/__tests__/transactionTools.integration.test.ts +875 -825
- package/src/tools/__tests__/transactionTools.test.ts +4923 -4366
- package/src/tools/__tests__/transactionUtils.test.ts +1004 -977
- package/src/tools/__tests__/utilityTools.integration.test.ts +32 -32
- package/src/tools/__tests__/utilityTools.test.ts +68 -58
- package/src/tools/accountTools.ts +293 -271
- package/src/tools/adapters.ts +120 -63
- package/src/tools/budgetTools.ts +121 -116
- package/src/tools/categoryTools.ts +379 -339
- package/src/tools/compareTransactions/formatter.ts +131 -119
- package/src/tools/compareTransactions/index.ts +249 -214
- package/src/tools/compareTransactions/matcher.ts +259 -209
- package/src/tools/compareTransactions/parser.ts +517 -487
- package/src/tools/compareTransactions/types.ts +38 -38
- package/src/tools/compareTransactions.ts +1 -1
- package/src/tools/deltaFetcher.ts +281 -260
- package/src/tools/deltaSupport.ts +264 -259
- package/src/tools/exportTransactions.ts +230 -218
- package/src/tools/monthTools.ts +180 -165
- package/src/tools/payeeTools.ts +152 -140
- package/src/tools/reconcileAdapter.ts +297 -252
- package/src/tools/reconciliation/CLAUDE.md +506 -0
- package/src/tools/reconciliation/__tests__/adapter.causes.test.ts +133 -124
- package/src/tools/reconciliation/__tests__/adapter.test.ts +249 -230
- package/src/tools/reconciliation/__tests__/analyzer.test.ts +408 -400
- package/src/tools/reconciliation/__tests__/csvParser.test.ts +71 -69
- package/src/tools/reconciliation/__tests__/executor.integration.test.ts +348 -323
- package/src/tools/reconciliation/__tests__/executor.progress.test.ts +503 -457
- package/src/tools/reconciliation/__tests__/executor.test.ts +898 -831
- package/src/tools/reconciliation/__tests__/matcher.test.ts +667 -663
- package/src/tools/reconciliation/__tests__/payeeNormalizer.test.ts +296 -276
- package/src/tools/reconciliation/__tests__/recommendationEngine.integration.test.ts +692 -624
- package/src/tools/reconciliation/__tests__/recommendationEngine.test.ts +1008 -989
- package/src/tools/reconciliation/__tests__/reconciliation.delta.integration.test.ts +187 -146
- package/src/tools/reconciliation/__tests__/reportFormatter.test.ts +583 -533
- package/src/tools/reconciliation/__tests__/scenarios/adapterCurrency.scenario.test.ts +75 -74
- package/src/tools/reconciliation/__tests__/scenarios/extremes.scenario.test.ts +70 -62
- package/src/tools/reconciliation/__tests__/scenarios/repeatAmount.scenario.test.ts +102 -88
- package/src/tools/reconciliation/__tests__/schemaUrl.test.ts +56 -55
- package/src/tools/reconciliation/__tests__/signDetector.test.ts +209 -206
- package/src/tools/reconciliation/__tests__/ynabAdapter.test.ts +66 -60
- package/src/tools/reconciliation/analyzer.ts +564 -504
- package/src/tools/reconciliation/csvParser.ts +656 -609
- package/src/tools/reconciliation/executor.ts +1290 -1128
- package/src/tools/reconciliation/index.ts +580 -528
- package/src/tools/reconciliation/matcher.ts +256 -240
- package/src/tools/reconciliation/payeeNormalizer.ts +92 -78
- package/src/tools/reconciliation/recommendationEngine.ts +357 -345
- package/src/tools/reconciliation/reportFormatter.ts +343 -307
- package/src/tools/reconciliation/signDetector.ts +89 -83
- package/src/tools/reconciliation/types.ts +164 -159
- package/src/tools/reconciliation/ynabAdapter.ts +17 -15
- package/src/tools/schemas/CLAUDE.md +546 -0
- package/src/tools/schemas/common.ts +1 -1
- package/src/tools/schemas/outputs/__tests__/accountOutputs.test.ts +410 -409
- package/src/tools/schemas/outputs/__tests__/budgetOutputs.test.ts +305 -299
- package/src/tools/schemas/outputs/__tests__/categoryOutputs.test.ts +431 -430
- package/src/tools/schemas/outputs/__tests__/comparisonOutputs.test.ts +510 -495
- package/src/tools/schemas/outputs/__tests__/dateValidation.test.ts +179 -153
- package/src/tools/schemas/outputs/__tests__/discrepancyDirection.test.ts +293 -254
- package/src/tools/schemas/outputs/__tests__/monthOutputs.test.ts +457 -457
- package/src/tools/schemas/outputs/__tests__/payeeOutputs.test.ts +362 -356
- package/src/tools/schemas/outputs/__tests__/reconciliationOutputs.test.ts +402 -399
- package/src/tools/schemas/outputs/__tests__/transactionMutationSchemas.test.ts +225 -211
- package/src/tools/schemas/outputs/__tests__/transactionOutputs.test.ts +457 -454
- package/src/tools/schemas/outputs/__tests__/utilityOutputs.test.ts +316 -315
- package/src/tools/schemas/outputs/accountOutputs.ts +40 -34
- package/src/tools/schemas/outputs/budgetOutputs.ts +24 -19
- package/src/tools/schemas/outputs/categoryOutputs.ts +76 -56
- package/src/tools/schemas/outputs/comparisonOutputs.ts +192 -169
- package/src/tools/schemas/outputs/index.ts +163 -163
- package/src/tools/schemas/outputs/monthOutputs.ts +95 -80
- package/src/tools/schemas/outputs/payeeOutputs.ts +18 -18
- package/src/tools/schemas/outputs/reconciliationOutputs.ts +386 -373
- package/src/tools/schemas/outputs/transactionMutationOutputs.ts +259 -231
- package/src/tools/schemas/outputs/transactionOutputs.ts +81 -71
- package/src/tools/schemas/outputs/utilityOutputs.ts +90 -84
- package/src/tools/schemas/shared/commonOutputs.ts +27 -19
- package/src/tools/toolCategories.ts +114 -114
- package/src/tools/transactionReadTools.ts +327 -0
- package/src/tools/transactionSchemas.ts +322 -291
- package/src/tools/transactionTools.ts +84 -2246
- package/src/tools/transactionUtils.ts +507 -422
- package/src/tools/transactionWriteTools.ts +2110 -0
- package/src/tools/utilityTools.ts +46 -41
- package/src/types/CLAUDE.md +477 -0
- package/src/types/__tests__/index.test.ts +51 -51
- package/src/types/index.ts +43 -39
- package/src/types/integration-tests.d.ts +26 -26
- package/src/types/reconciliation.ts +29 -29
- package/src/types/toolAnnotations.ts +30 -30
- package/src/types/toolRegistration.ts +43 -32
- package/src/utils/CLAUDE.md +508 -0
- package/src/utils/__tests__/dateUtils.test.ts +174 -168
- package/src/utils/__tests__/money.test.ts +193 -187
- package/src/utils/amountUtils.ts +5 -5
- package/src/utils/baseError.ts +5 -5
- package/src/utils/dateUtils.ts +29 -26
- package/src/utils/errors.ts +14 -14
- package/src/utils/money.ts +66 -52
- package/src/utils/validationError.ts +1 -1
- package/tsconfig.json +29 -29
- package/tsconfig.prod.json +16 -16
- package/vitest-reporters/split-json-reporter.ts +247 -204
- package/vitest.config.ts +99 -95
- package/.prettierignore +0 -10
- package/.prettierrc.json +0 -10
- package/eslint.config.js +0 -49
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const mockYnabAPI = {
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transactions: {
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getTransactions: vi.fn(),
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getTransactionsByAccount: vi.fn(),
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getTransactionsByCategory: vi.fn(),
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},
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|
33
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+
describe("exportTransactions", () => {
|
|
34
|
+
const mockTransactions = [
|
|
35
|
+
{
|
|
36
|
+
id: "txn-1",
|
|
37
|
+
date: "2024-01-01",
|
|
38
|
+
amount: 1000,
|
|
39
|
+
payee_name: "Test Payee 1",
|
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40
|
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cleared: "cleared",
|
|
41
|
+
memo: "Test memo 1",
|
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42
|
+
approved: true,
|
|
43
|
+
flag_color: null,
|
|
44
|
+
account_id: "acc-1",
|
|
45
|
+
payee_id: "pay-1",
|
|
46
|
+
category_id: "cat-1",
|
|
47
|
+
transfer_account_id: null,
|
|
48
|
+
transfer_transaction_id: null,
|
|
49
|
+
matched_transaction_id: null,
|
|
50
|
+
import_id: null,
|
|
51
|
+
deleted: false,
|
|
52
|
+
account_name: "Test Account",
|
|
53
|
+
category_name: "Test Category",
|
|
54
|
+
},
|
|
55
|
+
{
|
|
56
|
+
id: "txn-2",
|
|
57
|
+
date: "2024-01-02",
|
|
58
|
+
amount: -2000,
|
|
59
|
+
payee_name: "Test Payee 2",
|
|
60
|
+
cleared: "uncleared",
|
|
61
|
+
memo: "Test memo 2",
|
|
62
|
+
approved: false,
|
|
63
|
+
flag_color: "red",
|
|
64
|
+
account_id: "acc-2",
|
|
65
|
+
payee_id: "pay-2",
|
|
66
|
+
category_id: "cat-2",
|
|
67
|
+
transfer_account_id: null,
|
|
68
|
+
transfer_transaction_id: null,
|
|
69
|
+
matched_transaction_id: null,
|
|
70
|
+
import_id: null,
|
|
71
|
+
deleted: false,
|
|
72
|
+
account_name: "Test Account 2",
|
|
73
|
+
category_name: "Test Category 2",
|
|
74
|
+
},
|
|
75
|
+
];
|
|
76
|
+
|
|
77
|
+
beforeEach(() => {
|
|
78
|
+
vi.clearAllMocks();
|
|
79
|
+
// Set up successful API response
|
|
80
|
+
(mockYnabAPI.transactions.getTransactions as any).mockResolvedValue({
|
|
81
|
+
data: { transactions: mockTransactions },
|
|
82
|
+
});
|
|
83
|
+
});
|
|
84
|
+
|
|
85
|
+
afterEach(() => {
|
|
86
|
+
// Clean up test files
|
|
87
|
+
vi.restoreAllMocks();
|
|
88
|
+
});
|
|
89
|
+
|
|
90
|
+
describe("ExportTransactionsSchema", () => {
|
|
91
|
+
it("should default minimal to true when not provided", () => {
|
|
92
|
+
const params = { budget_id: "test-budget" };
|
|
93
|
+
const parsed = ExportTransactionsSchema.parse(params);
|
|
94
|
+
expect(parsed.minimal).toBe(true);
|
|
95
|
+
});
|
|
96
|
+
|
|
97
|
+
it("should preserve minimal: false when explicitly set", () => {
|
|
98
|
+
const params = { budget_id: "test-budget", minimal: false };
|
|
99
|
+
const parsed = ExportTransactionsSchema.parse(params);
|
|
100
|
+
expect(parsed.minimal).toBe(false);
|
|
101
|
+
});
|
|
102
|
+
|
|
103
|
+
it("should preserve minimal: true when explicitly set", () => {
|
|
104
|
+
const params = { budget_id: "test-budget", minimal: true };
|
|
105
|
+
const parsed = ExportTransactionsSchema.parse(params);
|
|
106
|
+
expect(parsed.minimal).toBe(true);
|
|
107
|
+
});
|
|
108
|
+
});
|
|
109
|
+
|
|
110
|
+
describe("handleExportTransactions", () => {
|
|
111
|
+
it("should export minimal fields by default", async () => {
|
|
112
|
+
const params = { budget_id: "test-budget" };
|
|
113
|
+
|
|
114
|
+
const result = await handleExportTransactions(mockYnabAPI, params);
|
|
115
|
+
|
|
116
|
+
expect(writeFileSync).toHaveBeenCalledTimes(1);
|
|
117
|
+
const [, fileContent] = (writeFileSync as any).mock.calls[0];
|
|
118
|
+
const exportData = JSON.parse(fileContent);
|
|
119
|
+
|
|
120
|
+
// Check that export_info shows minimal mode
|
|
121
|
+
expect(exportData.export_info.minimal).toBe(true);
|
|
122
|
+
|
|
123
|
+
// Check that transactions only have minimal fields
|
|
124
|
+
expect(exportData.transactions).toHaveLength(2);
|
|
125
|
+
|
|
126
|
+
const firstTransaction = exportData.transactions[0];
|
|
127
|
+
expect(Object.keys(firstTransaction)).toEqual([
|
|
128
|
+
"id",
|
|
129
|
+
"date",
|
|
130
|
+
"amount",
|
|
131
|
+
"payee_name",
|
|
132
|
+
"cleared",
|
|
133
|
+
]);
|
|
134
|
+
|
|
135
|
+
expect(firstTransaction).toEqual({
|
|
136
|
+
id: "txn-1",
|
|
137
|
+
date: "2024-01-01",
|
|
138
|
+
amount: 1000,
|
|
139
|
+
payee_name: "Test Payee 1",
|
|
140
|
+
cleared: "cleared",
|
|
141
|
+
});
|
|
142
|
+
|
|
143
|
+
// Verify response message indicates minimal export
|
|
144
|
+
const responseText = result.content[0].text;
|
|
145
|
+
expect(responseText).toContain("(minimal fields)");
|
|
146
|
+
const responseJson = JSON.parse(responseText);
|
|
147
|
+
expect(responseJson.export_mode).toBe("minimal");
|
|
148
|
+
expect(responseJson.minimal_fields).toBe(
|
|
149
|
+
"id, date, amount, payee_name, cleared",
|
|
150
|
+
);
|
|
151
|
+
});
|
|
152
|
+
|
|
153
|
+
it("should export all fields when minimal is false", async () => {
|
|
154
|
+
const params = { budget_id: "test-budget", minimal: false };
|
|
155
|
+
|
|
156
|
+
const result = await handleExportTransactions(mockYnabAPI, params);
|
|
157
|
+
|
|
158
|
+
expect(writeFileSync).toHaveBeenCalledTimes(1);
|
|
159
|
+
const [, fileContent] = (writeFileSync as any).mock.calls[0];
|
|
160
|
+
const exportData = JSON.parse(fileContent);
|
|
161
|
+
|
|
162
|
+
// Check that export_info shows full mode
|
|
163
|
+
expect(exportData.export_info.minimal).toBe(false);
|
|
164
|
+
|
|
165
|
+
// Check that transactions have all fields
|
|
166
|
+
expect(exportData.transactions).toHaveLength(2);
|
|
167
|
+
|
|
168
|
+
const firstTransaction = exportData.transactions[0];
|
|
169
|
+
expect(Object.keys(firstTransaction)).toEqual([
|
|
170
|
+
"id",
|
|
171
|
+
"date",
|
|
172
|
+
"amount",
|
|
173
|
+
"memo",
|
|
174
|
+
"cleared",
|
|
175
|
+
"approved",
|
|
176
|
+
"flag_color",
|
|
177
|
+
"account_id",
|
|
178
|
+
"payee_id",
|
|
179
|
+
"category_id",
|
|
180
|
+
"transfer_account_id",
|
|
181
|
+
"transfer_transaction_id",
|
|
182
|
+
"matched_transaction_id",
|
|
183
|
+
"import_id",
|
|
184
|
+
"deleted",
|
|
185
|
+
"account_name",
|
|
186
|
+
"payee_name",
|
|
187
|
+
"category_name",
|
|
188
|
+
]);
|
|
189
|
+
|
|
190
|
+
// Verify response message indicates full export
|
|
191
|
+
const responseText = result.content[0].text;
|
|
192
|
+
expect(responseText).toContain("(full fields)");
|
|
193
|
+
const responseJson = JSON.parse(responseText);
|
|
194
|
+
expect(responseJson.export_mode).toBe("full");
|
|
195
|
+
expect(responseJson.minimal_fields).toBeNull();
|
|
196
|
+
});
|
|
197
|
+
|
|
198
|
+
it('should include "minimal" in filename by default', async () => {
|
|
199
|
+
const params = { budget_id: "test-budget" };
|
|
200
|
+
|
|
201
|
+
await handleExportTransactions(mockYnabAPI, params);
|
|
202
|
+
|
|
203
|
+
expect(writeFileSync).toHaveBeenCalledTimes(1);
|
|
204
|
+
const [filePath] = (writeFileSync as any).mock.calls[0];
|
|
205
|
+
expect(filePath).toContain("minimal");
|
|
206
|
+
});
|
|
207
|
+
|
|
208
|
+
it('should not include "minimal" in filename when minimal is false', async () => {
|
|
209
|
+
const params = { budget_id: "test-budget", minimal: false };
|
|
210
|
+
|
|
211
|
+
await handleExportTransactions(mockYnabAPI, params);
|
|
212
|
+
|
|
213
|
+
expect(writeFileSync).toHaveBeenCalledTimes(1);
|
|
214
|
+
const [filePath] = (writeFileSync as any).mock.calls[0];
|
|
215
|
+
expect(filePath).not.toContain("minimal");
|
|
216
|
+
});
|
|
217
|
+
});
|
|
213
218
|
});
|
|
@@ -1,80 +1,80 @@
|
|
|
1
|
-
import {
|
|
2
|
-
import
|
|
3
|
-
import
|
|
4
|
-
import {
|
|
5
|
-
import {
|
|
6
|
-
import { ServerKnowledgeStore } from
|
|
7
|
-
import {
|
|
8
|
-
import {
|
|
1
|
+
import type { CallToolResult } from "@modelcontextprotocol/sdk/types.js";
|
|
2
|
+
import { afterEach, beforeAll, beforeEach, describe, expect, it } from "vitest";
|
|
3
|
+
import * as ynab from "ynab";
|
|
4
|
+
import { CacheManager } from "../../server/cacheManager.js";
|
|
5
|
+
import { DeltaCache } from "../../server/deltaCache.js";
|
|
6
|
+
import { ServerKnowledgeStore } from "../../server/serverKnowledgeStore.js";
|
|
7
|
+
import { DeltaFetcher } from "../deltaFetcher.js";
|
|
8
|
+
import { handleListMonths } from "../monthTools.js";
|
|
9
9
|
|
|
10
|
-
const shouldSkip = [
|
|
11
|
-
|
|
10
|
+
const shouldSkip = ["true", "1", "yes", "y", "on"].includes(
|
|
11
|
+
(process.env.SKIP_E2E_TESTS || "").toLowerCase().trim(),
|
|
12
12
|
);
|
|
13
|
-
const hasToken = !!process.env
|
|
13
|
+
const hasToken = !!process.env.YNAB_ACCESS_TOKEN;
|
|
14
14
|
const skipTests = shouldSkip || !hasToken;
|
|
15
15
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const describeIntegration = skipTests ? describe.skip : describe;
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16
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17
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describeIntegration(
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18
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20
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21
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17
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+
describeIntegration("Delta-backed month tool handler", () => {
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18
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let ynabAPI: ynab.API;
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19
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let testBudgetId: string;
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20
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let deltaFetcher: DeltaFetcher;
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21
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let previousNodeEnv: string | undefined;
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30
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31
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32
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23
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+
beforeAll(async () => {
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24
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const accessToken = process.env.YNAB_ACCESS_TOKEN!;
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25
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ynabAPI = new ynab.API(accessToken);
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26
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const budgetsResponse = await ynabAPI.budgets.getBudgets();
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27
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const budget = budgetsResponse.data.budgets[0];
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28
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+
if (!budget) {
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29
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+
throw new Error("No budgets available for delta integration tests.");
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30
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+
}
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31
|
+
testBudgetId = budget.id;
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32
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+
});
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33
33
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34
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35
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36
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40
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41
|
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42
|
-
|
|
34
|
+
beforeEach(() => {
|
|
35
|
+
previousNodeEnv = process.env.NODE_ENV;
|
|
36
|
+
process.env.NODE_ENV = "integration";
|
|
37
|
+
const cacheManager = new CacheManager();
|
|
38
|
+
const knowledgeStore = new ServerKnowledgeStore();
|
|
39
|
+
const deltaCache = new DeltaCache(cacheManager, knowledgeStore);
|
|
40
|
+
deltaFetcher = new DeltaFetcher(ynabAPI, deltaCache);
|
|
41
|
+
process.env.YNAB_MCP_ENABLE_DELTA = "true";
|
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42
|
+
});
|
|
43
43
|
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44
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-
|
|
45
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48
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50
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|
51
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|
52
|
-
|
|
44
|
+
afterEach(() => {
|
|
45
|
+
process.env.YNAB_MCP_ENABLE_DELTA = undefined;
|
|
46
|
+
if (previousNodeEnv === undefined) {
|
|
47
|
+
process.env.NODE_ENV = undefined;
|
|
48
|
+
} else {
|
|
49
|
+
process.env.NODE_ENV = previousNodeEnv;
|
|
50
|
+
}
|
|
51
|
+
previousNodeEnv = undefined;
|
|
52
|
+
});
|
|
53
53
|
|
|
54
|
-
|
|
55
|
-
|
|
56
|
-
|
|
57
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|
|
58
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|
|
59
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|
|
60
|
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|
|
61
|
-
|
|
62
|
-
|
|
63
|
-
|
|
64
|
-
|
|
54
|
+
const parseResponse = (result: CallToolResult) => {
|
|
55
|
+
const content = result.content?.[0];
|
|
56
|
+
if (!content || content.type !== "text") {
|
|
57
|
+
throw new Error("Unexpected tool response format");
|
|
58
|
+
}
|
|
59
|
+
return JSON.parse(content.text);
|
|
60
|
+
};
|
|
61
|
+
const expectCacheHit = (payload: { cached: boolean; cache_info: string }) => {
|
|
62
|
+
expect(payload.cached).toBe(true);
|
|
63
|
+
expect(payload.cache_info).toMatch(/cache/i);
|
|
64
|
+
};
|
|
65
65
|
|
|
66
|
-
|
|
67
|
-
|
|
68
|
-
|
|
69
|
-
|
|
70
|
-
|
|
71
|
-
|
|
72
|
-
|
|
73
|
-
|
|
66
|
+
it(
|
|
67
|
+
"serves cached month summaries on the second invocation",
|
|
68
|
+
{ meta: { tier: "domain", domain: "delta" } },
|
|
69
|
+
async () => {
|
|
70
|
+
const params = { budget_id: testBudgetId };
|
|
71
|
+
const firstCall = await handleListMonths(ynabAPI, deltaFetcher, params);
|
|
72
|
+
const firstPayload = parseResponse(firstCall);
|
|
73
|
+
expect(firstPayload.cached).toBe(false);
|
|
74
74
|
|
|
75
|
-
|
|
76
|
-
|
|
77
|
-
|
|
78
|
-
|
|
79
|
-
|
|
75
|
+
const secondCall = await handleListMonths(ynabAPI, deltaFetcher, params);
|
|
76
|
+
const secondPayload = parseResponse(secondCall);
|
|
77
|
+
expectCacheHit(secondPayload);
|
|
78
|
+
},
|
|
79
|
+
);
|
|
80
80
|
});
|