@opentabs-dev/opentabs-plugin-ynab 0.0.74

package/dist/tools/update-category-budget.js

@@ -0,0 +1,50 @@
+import { defineTool } from '@opentabs-dev/plugin-sdk';
+import { z } from 'zod';
+import { getPlanId, syncWrite } from '../ynab-api.js';
+import { categorySchema, mapCategory } from './schemas.js';
+export const updateCategoryBudget = defineTool({
+    name: 'update_category_budget',
+    displayName: 'Update Category Budget',
+    description: 'Set the budgeted amount for a category in a specific month. Amount is in currency units (e.g. 500 to budget $500). The month should be in YYYY-MM format (e.g. 2026-03 for March 2026).',
+    summary: 'Set budgeted amount for a category',
+    icon: 'pencil',
+    group: 'Categories',
+    input: z.object({
+        category_id: z.string().min(1).describe('Category ID to budget'),
+        month: z.string().min(1).describe('Month in YYYY-MM format (e.g. 2026-03)'),
+        budgeted: z.number().describe('Amount to budget in currency units (e.g. 500 for $500)'),
+    }),
+    output: z.object({
+        category: categorySchema,
+    }),
+    handle: async (params) => {
+        const planId = getPlanId();
+        const milliunits = Math.round(params.budgeted * 1000);
+        // Month in budget IDs uses YYYY-MM format
+        const monthKey = params.month.substring(0, 7);
+        const budgetId = `mcb/${monthKey}/${params.category_id}`;
+        const monthlyBudgetId = `mb/${monthKey}/${planId}`;
+        const result = await syncWrite(planId, {
+            be_monthly_subcategory_budgets: [
+                {
+                    id: budgetId,
+                    entities_monthly_budget_id: monthlyBudgetId,
+                    entities_subcategory_id: params.category_id,
+                    budgeted: milliunits,
+                    overspending_handling: 'AffectsBuffer',
+                    is_tombstone: false,
+                },
+            ],
+        });
+        // The sync write returns the updated budget entity
+        const budgets = result.changed_entities?.be_monthly_subcategory_budgets;
+        const updatedBudget = budgets?.[0]?.budgeted ?? milliunits;
+        return {
+            category: mapCategory({
+                id: params.category_id,
+                budgeted: updatedBudget,
+            }),
+        };
+    },
+});
+//# sourceMappingURL=update-category-budget.js.map

package/dist/tools/update-category-budget.js.map

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package/dist/tools/update-transaction.d.ts

@@ -0,0 +1,47 @@
+import { z } from 'zod';
+export declare const updateTransaction: import("@opentabs-dev/plugin-sdk").ToolDefinition<z.ZodObject<{
+    transaction_id: z.ZodString;
+    account_id: z.ZodString;
+    date: z.ZodOptional<z.ZodString>;
+    amount: z.ZodOptional<z.ZodNumber>;
+    payee_name: z.ZodOptional<z.ZodString>;
+    payee_id: z.ZodOptional<z.ZodString>;
+    category_id: z.ZodOptional<z.ZodString>;
+    memo: z.ZodOptional<z.ZodString>;
+    cleared: z.ZodOptional<z.ZodEnum<{
+        cleared: "cleared";
+        uncleared: "uncleared";
+        reconciled: "reconciled";
+    }>>;
+    approved: z.ZodOptional<z.ZodBoolean>;
+    flag_color: z.ZodOptional<z.ZodEnum<{
+        red: "red";
+        orange: "orange";
+        yellow: "yellow";
+        green: "green";
+        blue: "blue";
+        purple: "purple";
+    }>>;
+}, z.core.$strip>, z.ZodObject<{
+    transaction: z.ZodObject<{
+        id: z.ZodString;
+        date: z.ZodString;
+        amount: z.ZodString;
+        amount_milliunits: z.ZodNumber;
+        memo: z.ZodString;
+        cleared: z.ZodString;
+        approved: z.ZodBoolean;
+        flag_color: z.ZodString;
+        flag_name: z.ZodString;
+        account_id: z.ZodString;
+        account_name: z.ZodString;
+        payee_id: z.ZodString;
+        payee_name: z.ZodString;
+        category_id: z.ZodString;
+        category_name: z.ZodString;
+        transfer_account_id: z.ZodString;
+        import_id: z.ZodString;
+        deleted: z.ZodBoolean;
+    }, z.core.$strip>;
+}, z.core.$strip>>;
+//# sourceMappingURL=update-transaction.d.ts.map

package/dist/tools/update-transaction.d.ts.map

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package/dist/tools/update-transaction.js

@@ -0,0 +1,62 @@
+import { defineTool, ToolError } from '@opentabs-dev/plugin-sdk';
+import { z } from 'zod';
+import { getPlanId, syncWrite } from '../ynab-api.js';
+import { mapTransaction, transactionSchema } from './schemas.js';
+export const updateTransaction = defineTool({
+    name: 'update_transaction',
+    displayName: 'Update Transaction',
+    description: 'Update an existing transaction in the active YNAB plan. Only specified fields are changed; omitted fields remain unchanged. Amount is in currency units (negative for expenses, positive for income).',
+    summary: 'Update a transaction',
+    icon: 'pencil',
+    group: 'Transactions',
+    input: z.object({
+        transaction_id: z.string().min(1).describe('Transaction ID to update'),
+        account_id: z.string().min(1).describe('Account ID the transaction belongs to'),
+        date: z.string().optional().describe('New transaction date in YYYY-MM-DD format'),
+        amount: z.number().optional().describe('New amount in currency units (negative for expenses, positive for income)'),
+        payee_name: z.string().optional().describe('New payee name'),
+        payee_id: z.string().optional().describe('New payee ID'),
+        category_id: z.string().optional().describe('New category ID'),
+        memo: z.string().optional().describe('New transaction memo'),
+        cleared: z.enum(['cleared', 'uncleared', 'reconciled']).optional().describe('New cleared status'),
+        approved: z.boolean().optional().describe('New approval status'),
+        flag_color: z.enum(['red', 'orange', 'yellow', 'green', 'blue', 'purple']).optional().describe('New flag color'),
+    }),
+    output: z.object({
+        transaction: transactionSchema,
+    }),
+    handle: async (params) => {
+        const planId = getPlanId();
+        const transaction = {
+            id: params.transaction_id,
+            entities_account_id: params.account_id,
+        };
+        if (params.date !== undefined)
+            transaction.date = params.date;
+        if (params.amount !== undefined)
+            transaction.amount = Math.round(params.amount * 1000);
+        if (params.payee_name !== undefined)
+            transaction.payee_name = params.payee_name;
+        if (params.payee_id !== undefined)
+            transaction.entities_payee_id = params.payee_id;
+        if (params.category_id !== undefined)
+            transaction.entities_subcategory_id = params.category_id;
+        if (params.memo !== undefined)
+            transaction.memo = params.memo;
+        if (params.cleared !== undefined)
+            transaction.cleared = params.cleared;
+        if (params.approved !== undefined)
+            transaction.approved = params.approved;
+        if (params.flag_color !== undefined)
+            transaction.flag_color = params.flag_color;
+        const result = await syncWrite(planId, {
+            be_transactions: [transaction],
+        });
+        const saved = result.changed_entities?.be_transactions?.[0];
+        if (!saved) {
+            throw ToolError.internal('Transaction was updated but no data was returned');
+        }
+        return { transaction: mapTransaction(saved) };
+    },
+});
+//# sourceMappingURL=update-transaction.js.map

package/dist/tools/update-transaction.js.map

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