@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
@@ -1,213 +1,218 @@
1
- import { describe, it, expect, vi, beforeEach, afterEach } from 'vitest';
2
- import * as ynab from 'ynab';
3
- import { handleExportTransactions, ExportTransactionsSchema } from '../exportTransactions.js';
4
- import { writeFileSync } from 'fs';
1
+ import { writeFileSync } from "node:fs";
2
+ import { afterEach, beforeEach, describe, expect, it, vi } from "vitest";
3
+ import type * as ynab from "ynab";
4
+ import {
5
+ ExportTransactionsSchema,
6
+ handleExportTransactions,
7
+ } from "../exportTransactions.js";
5
8
 
6
9
  // Mock filesystem functions
7
- vi.mock('fs', () => ({
8
- writeFileSync: vi.fn(),
9
- mkdirSync: vi.fn(),
10
+ vi.mock("fs", () => ({
11
+ writeFileSync: vi.fn(),
12
+ mkdirSync: vi.fn(),
10
13
  }));
11
14
 
12
- vi.mock('path', async () => {
13
- const actual = await vi.importActual('path');
14
- return actual;
15
+ vi.mock("path", async () => {
16
+ const actual = await vi.importActual("path");
17
+ return actual;
15
18
  });
16
19
 
17
- vi.mock('os', () => ({
18
- homedir: vi.fn(() => '/home/user'),
20
+ vi.mock("os", () => ({
21
+ homedir: vi.fn(() => "/home/user"),
19
22
  }));
20
23
 
21
24
  // Mock the YNAB API
22
25
  const mockYnabAPI = {
23
- transactions: {
24
- getTransactions: vi.fn(),
25
- getTransactionsByAccount: vi.fn(),
26
- getTransactionsByCategory: vi.fn(),
27
- },
26
+ transactions: {
27
+ getTransactions: vi.fn(),
28
+ getTransactionsByAccount: vi.fn(),
29
+ getTransactionsByCategory: vi.fn(),
30
+ },
28
31
  } as unknown as ynab.API;
29
32
 
30
- describe('exportTransactions', () => {
31
- const mockTransactions = [
32
- {
33
- id: 'txn-1',
34
- date: '2024-01-01',
35
- amount: 1000,
36
- payee_name: 'Test Payee 1',
37
- cleared: 'cleared',
38
- memo: 'Test memo 1',
39
- approved: true,
40
- flag_color: null,
41
- account_id: 'acc-1',
42
- payee_id: 'pay-1',
43
- category_id: 'cat-1',
44
- transfer_account_id: null,
45
- transfer_transaction_id: null,
46
- matched_transaction_id: null,
47
- import_id: null,
48
- deleted: false,
49
- account_name: 'Test Account',
50
- category_name: 'Test Category',
51
- },
52
- {
53
- id: 'txn-2',
54
- date: '2024-01-02',
55
- amount: -2000,
56
- payee_name: 'Test Payee 2',
57
- cleared: 'uncleared',
58
- memo: 'Test memo 2',
59
- approved: false,
60
- flag_color: 'red',
61
- account_id: 'acc-2',
62
- payee_id: 'pay-2',
63
- category_id: 'cat-2',
64
- transfer_account_id: null,
65
- transfer_transaction_id: null,
66
- matched_transaction_id: null,
67
- import_id: null,
68
- deleted: false,
69
- account_name: 'Test Account 2',
70
- category_name: 'Test Category 2',
71
- },
72
- ];
73
-
74
- beforeEach(() => {
75
- vi.clearAllMocks();
76
- // Set up successful API response
77
- (mockYnabAPI.transactions.getTransactions as any).mockResolvedValue({
78
- data: { transactions: mockTransactions },
79
- });
80
- });
81
-
82
- afterEach(() => {
83
- // Clean up test files
84
- vi.restoreAllMocks();
85
- });
86
-
87
- describe('ExportTransactionsSchema', () => {
88
- it('should default minimal to true when not provided', () => {
89
- const params = { budget_id: 'test-budget' };
90
- const parsed = ExportTransactionsSchema.parse(params);
91
- expect(parsed.minimal).toBe(true);
92
- });
93
-
94
- it('should preserve minimal: false when explicitly set', () => {
95
- const params = { budget_id: 'test-budget', minimal: false };
96
- const parsed = ExportTransactionsSchema.parse(params);
97
- expect(parsed.minimal).toBe(false);
98
- });
99
-
100
- it('should preserve minimal: true when explicitly set', () => {
101
- const params = { budget_id: 'test-budget', minimal: true };
102
- const parsed = ExportTransactionsSchema.parse(params);
103
- expect(parsed.minimal).toBe(true);
104
- });
105
- });
106
-
107
- describe('handleExportTransactions', () => {
108
- it('should export minimal fields by default', async () => {
109
- const params = { budget_id: 'test-budget' };
110
-
111
- const result = await handleExportTransactions(mockYnabAPI, params);
112
-
113
- expect(writeFileSync).toHaveBeenCalledTimes(1);
114
- const [, fileContent] = (writeFileSync as any).mock.calls[0];
115
- const exportData = JSON.parse(fileContent);
116
-
117
- // Check that export_info shows minimal mode
118
- expect(exportData.export_info.minimal).toBe(true);
119
-
120
- // Check that transactions only have minimal fields
121
- expect(exportData.transactions).toHaveLength(2);
122
-
123
- const firstTransaction = exportData.transactions[0];
124
- expect(Object.keys(firstTransaction)).toEqual([
125
- 'id',
126
- 'date',
127
- 'amount',
128
- 'payee_name',
129
- 'cleared',
130
- ]);
131
-
132
- expect(firstTransaction).toEqual({
133
- id: 'txn-1',
134
- date: '2024-01-01',
135
- amount: 1000,
136
- payee_name: 'Test Payee 1',
137
- cleared: 'cleared',
138
- });
139
-
140
- // Verify response message indicates minimal export
141
- const responseText = result.content[0].text;
142
- expect(responseText).toContain('(minimal fields)');
143
- const responseJson = JSON.parse(responseText);
144
- expect(responseJson.export_mode).toBe('minimal');
145
- expect(responseJson.minimal_fields).toBe('id, date, amount, payee_name, cleared');
146
- });
147
-
148
- it('should export all fields when minimal is false', async () => {
149
- const params = { budget_id: 'test-budget', minimal: false };
150
-
151
- const result = await handleExportTransactions(mockYnabAPI, params);
152
-
153
- expect(writeFileSync).toHaveBeenCalledTimes(1);
154
- const [, fileContent] = (writeFileSync as any).mock.calls[0];
155
- const exportData = JSON.parse(fileContent);
156
-
157
- // Check that export_info shows full mode
158
- expect(exportData.export_info.minimal).toBe(false);
159
-
160
- // Check that transactions have all fields
161
- expect(exportData.transactions).toHaveLength(2);
162
-
163
- const firstTransaction = exportData.transactions[0];
164
- expect(Object.keys(firstTransaction)).toEqual([
165
- 'id',
166
- 'date',
167
- 'amount',
168
- 'memo',
169
- 'cleared',
170
- 'approved',
171
- 'flag_color',
172
- 'account_id',
173
- 'payee_id',
174
- 'category_id',
175
- 'transfer_account_id',
176
- 'transfer_transaction_id',
177
- 'matched_transaction_id',
178
- 'import_id',
179
- 'deleted',
180
- 'account_name',
181
- 'payee_name',
182
- 'category_name',
183
- ]);
184
-
185
- // Verify response message indicates full export
186
- const responseText = result.content[0].text;
187
- expect(responseText).toContain('(full fields)');
188
- const responseJson = JSON.parse(responseText);
189
- expect(responseJson.export_mode).toBe('full');
190
- expect(responseJson.minimal_fields).toBeNull();
191
- });
192
-
193
- it('should include "minimal" in filename by default', async () => {
194
- const params = { budget_id: 'test-budget' };
195
-
196
- await handleExportTransactions(mockYnabAPI, params);
197
-
198
- expect(writeFileSync).toHaveBeenCalledTimes(1);
199
- const [filePath] = (writeFileSync as any).mock.calls[0];
200
- expect(filePath).toContain('minimal');
201
- });
202
-
203
- it('should not include "minimal" in filename when minimal is false', async () => {
204
- const params = { budget_id: 'test-budget', minimal: false };
205
-
206
- await handleExportTransactions(mockYnabAPI, params);
207
-
208
- expect(writeFileSync).toHaveBeenCalledTimes(1);
209
- const [filePath] = (writeFileSync as any).mock.calls[0];
210
- expect(filePath).not.toContain('minimal');
211
- });
212
- });
33
+ describe("exportTransactions", () => {
34
+ const mockTransactions = [
35
+ {
36
+ id: "txn-1",
37
+ date: "2024-01-01",
38
+ amount: 1000,
39
+ payee_name: "Test Payee 1",
40
+ cleared: "cleared",
41
+ memo: "Test memo 1",
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 { describe, it, expect, beforeAll, beforeEach, afterEach } from 'vitest';
2
- import * as ynab from 'ynab';
3
- import type { CallToolResult } from '@modelcontextprotocol/sdk/types.js';
4
- import { handleListMonths } from '../monthTools.js';
5
- import { CacheManager } from '../../server/cacheManager.js';
6
- import { ServerKnowledgeStore } from '../../server/serverKnowledgeStore.js';
7
- import { DeltaCache } from '../../server/deltaCache.js';
8
- import { DeltaFetcher } from '../deltaFetcher.js';
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 = ['true', '1', 'yes', 'y', 'on'].includes(
11
- (process.env['SKIP_E2E_TESTS'] || '').toLowerCase().trim(),
10
+ const shouldSkip = ["true", "1", "yes", "y", "on"].includes(
11
+ (process.env.SKIP_E2E_TESTS || "").toLowerCase().trim(),
12
12
  );
13
- const hasToken = !!process.env['YNAB_ACCESS_TOKEN'];
13
+ const hasToken = !!process.env.YNAB_ACCESS_TOKEN;
14
14
  const skipTests = shouldSkip || !hasToken;
15
15
  const describeIntegration = skipTests ? describe.skip : describe;
16
16
 
17
- describeIntegration('Delta-backed month tool handler', () => {
18
- let ynabAPI: ynab.API;
19
- let testBudgetId: string;
20
- let deltaFetcher: DeltaFetcher;
21
- let previousNodeEnv: string | undefined;
17
+ describeIntegration("Delta-backed month tool handler", () => {
18
+ let ynabAPI: ynab.API;
19
+ let testBudgetId: string;
20
+ let deltaFetcher: DeltaFetcher;
21
+ let previousNodeEnv: string | undefined;
22
22
 
23
- beforeAll(async () => {
24
- const accessToken = process.env['YNAB_ACCESS_TOKEN']!;
25
- ynabAPI = new ynab.API(accessToken);
26
- const budgetsResponse = await ynabAPI.budgets.getBudgets();
27
- const budget = budgetsResponse.data.budgets[0];
28
- if (!budget) {
29
- throw new Error('No budgets available for delta integration tests.');
30
- }
31
- testBudgetId = budget.id;
32
- });
23
+ beforeAll(async () => {
24
+ const accessToken = process.env.YNAB_ACCESS_TOKEN!;
25
+ ynabAPI = new ynab.API(accessToken);
26
+ const budgetsResponse = await ynabAPI.budgets.getBudgets();
27
+ const budget = budgetsResponse.data.budgets[0];
28
+ if (!budget) {
29
+ throw new Error("No budgets available for delta integration tests.");
30
+ }
31
+ testBudgetId = budget.id;
32
+ });
33
33
 
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';
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";
42
+ });
43
43
 
44
- afterEach(() => {
45
- delete process.env['YNAB_MCP_ENABLE_DELTA'];
46
- if (previousNodeEnv === undefined) {
47
- delete process.env['NODE_ENV'];
48
- } else {
49
- process.env['NODE_ENV'] = previousNodeEnv;
50
- }
51
- previousNodeEnv = undefined;
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
- 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
- };
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
- 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);
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
- const secondCall = await handleListMonths(ynabAPI, deltaFetcher, params);
76
- const secondPayload = parseResponse(secondCall);
77
- expectCacheHit(secondPayload);
78
- },
79
- );
75
+ const secondCall = await handleListMonths(ynabAPI, deltaFetcher, params);
76
+ const secondPayload = parseResponse(secondCall);
77
+ expectCacheHit(secondPayload);
78
+ },
79
+ );
80
80
  });