@opentabs-dev/opentabs-plugin-ynab 0.0.84 → 0.0.86

package/dist/tools/list-categories.js

@@ -1,11 +1,11 @@
 import { defineTool } from '@opentabs-dev/plugin-sdk';
 import { z } from 'zod';
-import { syncBudget, getPlanId } from '../ynab-api.js';
-import { categoryGroupSchema, categorySchema, mapCategory, mapCategoryGroup } from './schemas.js';
+import { getPlanId, syncBudget } from '../ynab-api.js';
+import { buildSubcategoryBudgetMap, buildSubcategoryCalcMap, categoryGroupSchema, categorySchema, currentMonthKey, mapCategoryForMonth, mapCategoryGroup, notTombstone, } from './schemas.js';
 export const listCategories = defineTool({
     name: 'list_categories',
     displayName: 'List Categories',
-    description: 'List all category groups and categories in the active YNAB plan. Returns budgeted amounts, activity, and available balances for the current month. Excludes hidden and deleted categories by default.',
+    description: 'List category groups and categories in the active YNAB plan. Returns budgeted amounts, activity, and available balances for the current month. Hidden and deleted categories are excluded by default — pass include_hidden=true to also see hidden categories (useful for editing budgets on hidden categories).',
     summary: 'List budget categories with balances',
     icon: 'tags',
     group: 'Categories',
@@ -20,33 +20,13 @@ export const listCategories = defineTool({
         const planId = getPlanId();
         const result = await syncBudget(planId);
         const entities = result.changed_entities;
-        const rawGroups = (entities?.be_master_categories ?? []).filter(g => !g.is_tombstone);
-        const rawCategories = (entities?.be_subcategories ?? []).filter(c => !c.is_tombstone);
-        // Merge monthly subcategory budget calculations into categories
-        // entity_id format: mcbc/YYYY-MM/category-id — extract category-id suffix
-        const calcs = entities?.be_monthly_subcategory_budget_calculations ?? [];
-        const calcMap = new Map();
-        for (const calc of calcs) {
-            const entityId = calc.entities_monthly_subcategory_budget_id;
-            if (entityId) {
-                const parts = entityId.split('/');
-                const categoryId = parts.length >= 3 ? parts.slice(2).join('/') : entityId;
-                calcMap.set(categoryId, calc);
-            }
-        }
+        const rawGroups = (entities?.be_master_categories ?? []).filter(notTombstone);
+        const rawCategories = (entities?.be_subcategories ?? []).filter(notTombstone);
+        const budgetMap = buildSubcategoryBudgetMap(entities?.be_monthly_subcategory_budgets ?? []);
+        const calcMap = buildSubcategoryCalcMap(entities?.be_monthly_subcategory_budget_calculations ?? []);
+        const currentMonth = currentMonthKey();
         let groups = rawGroups.map(mapCategoryGroup);
-        let categories = rawCategories.map(c => {
-            const calc = calcMap.get(c.id ?? '');
-            return mapCategory({
-                ...c,
-                budgeted: calc?.budgeted ?? c.budgeted,
-                activity: calc?.activity ?? c.activity,
-                balance: calc?.balance ?? c.balance,
-                goal_type: calc?.goal_type ?? c.goal_type,
-                goal_target: calc?.goal_target ?? c.goal_target,
-                goal_percentage_complete: calc?.goal_percentage_complete ?? c.goal_percentage_complete,
-            });
-        });
+        let categories = rawCategories.map(c => mapCategoryForMonth(c, budgetMap, calcMap, currentMonth));
         if (!params.include_hidden) {
             groups = groups.filter(g => !g.hidden);
             categories = categories.filter(c => !c.hidden);

package/dist/tools/list-categories.js.map

@@ -1 +1 @@
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+{"version":3,"file":"list-categories.js","sourceRoot":"","sources":["../../src/tools/list-categories.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,UAAU,EAAE,MAAM,0BAA0B,CAAC;AACtD,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AACxB,OAAO,EAAE,SAAS,EAAE,UAAU,EAAE,MAAM,gBAAgB,CAAC;AAEvD,OAAO,EACL,yBAAyB,EACzB,uBAAuB,EACvB,mBAAmB,EACnB,cAAc,EACd,eAAe,EACf,mBAAmB,EACnB,gBAAgB,EAChB,YAAY,GACb,MAAM,cAAc,CAAC;AAEtB,MAAM,CAAC,MAAM,cAAc,GAAG,UAAU,CAAC;IACvC,IAAI,EAAE,iBAAiB;IACvB,WAAW,EAAE,iBAAiB;IAC9B,WAAW,EACT,kTAAkT;IACpT,OAAO,EAAE,sCAAsC;IAC/C,IAAI,EAAE,MAAM;IACZ,KAAK,EAAE,YAAY;IACnB,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,cAAc,EAAE,CAAC,CAAC,OAAO,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,2CAA2C,CAAC;KAC7F,CAAC;IACF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,MAAM,EAAE,CAAC,CAAC,KAAK,CAAC,mBAAmB,CAAC,CAAC,QAAQ,CAAC,iBAAiB,CAAC;QAChE,UAAU,EAAE,CAAC,CAAC,KAAK,CAAC,cAAc,CAAC,CAAC,QAAQ,CAAC,6BAA6B,CAAC;KAC5E,CAAC;IACF,MAAM,EAAE,KAAK,EAAC,MAAM,EAAC,EAAE;QACrB,MAAM,MAAM,GAAG,SAAS,EAAE,CAAC;QAC3B,MAAM,MAAM,GAAG,MAAM,UAAU,CAAiB,MAAM,CAAC,CAAC;QAExD,MAAM,QAAQ,GAAG,MAAM,CAAC,gBAAgB,CAAC;QACzC,MAAM,SAAS,GAAG,CAAC,QAAQ,EAAE,oBAAoB,IAAI,EAAE,CAAC,CAAC,MAAM,CAAC,YAAY,CAAC,CAAC;QAC9E,MAAM,aAAa,GAAG,CAAC,QAAQ,EAAE,gBAAgB,IAAI,EAAE,CAAC,CAAC,MAAM,CAAC,YAAY,CAAC,CAAC;QAC9E,MAAM,SAAS,GAAG,yBAAyB,CAAC,QAAQ,EAAE,8BAA8B,IAAI,EAAE,CAAC,CAAC;QAC5F,MAAM,OAAO,GAAG,uBAAuB,CAAC,QAAQ,EAAE,0CAA0C,IAAI,EAAE,CAAC,CAAC;QACpG,MAAM,YAAY,GAAG,eAAe,EAAE,CAAC;QAEvC,IAAI,MAAM,GAAG,SAAS,CAAC,GAAG,CAAC,gBAAgB,CAAC,CAAC;QAC7C,IAAI,UAAU,GAAG,aAAa,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,CAAC,mBAAmB,CAAC,CAAC,EAAE,SAAS,EAAE,OAAO,EAAE,YAAY,CAAC,CAAC,CAAC;QAElG,IAAI,CAAC,MAAM,CAAC,cAAc,EAAE,CAAC;YAC3B,MAAM,GAAG,MAAM,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC;YACvC,UAAU,GAAG,UAAU,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC;QACjD,CAAC;QAED,OAAO,EAAE,MAAM,EAAE,UAAU,EAAE,CAAC;IAChC,CAAC;CACF,CAAC,CAAC"}

package/dist/tools/list-months.d.ts

@@ -10,7 +10,7 @@ export declare const listMonths: import("@opentabs-dev/plugin-sdk").ToolDefiniti
         budgeted_milliunits: z.ZodNumber;
         activity_milliunits: z.ZodNumber;
         to_be_budgeted_milliunits: z.ZodNumber;
-        age_of_money: z.ZodNumber;
+        age_of_money: z.ZodNullable<z.ZodNumber>;
     }, z.core.$strip>>;
 }, z.core.$strip>>;
 //# sourceMappingURL=list-months.d.ts.map

package/dist/tools/list-months.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"list-months.d.ts","sourceRoot":"","sources":["../../src/tools/list-months.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAUxB,eAAO,MAAM,UAAU;;;;;;;;;;;;;kBAqCrB,CAAC"}
+{"version":3,"file":"list-months.d.ts","sourceRoot":"","sources":["../../src/tools/list-months.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAKxB,eAAO,MAAM,UAAU;;;;;;;;;;;;;kBA2BrB,CAAC"}

package/dist/tools/list-months.js

@@ -1,7 +1,7 @@
 import { defineTool } from '@opentabs-dev/plugin-sdk';
 import { z } from 'zod';
-import { syncBudget, getPlanId } from '../ynab-api.js';
-import { mapMonth, monthSchema } from './schemas.js';
+import { getPlanId, syncBudget } from '../ynab-api.js';
+import { buildMonthlyBudgetCalcMap, mapMonth, monthSchema, notTombstone } from './schemas.js';
 export const listMonths = defineTool({
     name: 'list_months',
     displayName: 'List Months',
@@ -18,19 +18,10 @@ export const listMonths = defineTool({
         const result = await syncBudget(planId);
         const entities = result.changed_entities;
         const rawMonths = entities?.be_monthly_budgets ?? [];
-        const rawCalcs = entities?.be_monthly_budget_calculations ?? [];
-        // Map calculation data by month (entities_monthly_budget_id format: mb/YYYY-MM-DD)
-        const calcMap = new Map();
-        for (const calc of rawCalcs) {
-            const budgetId = calc.entities_monthly_budget_id;
-            if (budgetId) {
-                const month = budgetId.replace('mb/', '');
-                calcMap.set(month, calc);
-            }
-        }
+        const calcMap = buildMonthlyBudgetCalcMap(entities?.be_monthly_budget_calculations ?? []);
         const months = rawMonths
-            .filter(m => !m.is_tombstone)
-            .map(m => mapMonth(m, calcMap.get(m.month ?? '')))
+            .filter(notTombstone)
+            .map(m => mapMonth(m, calcMap.get((m.month ?? '').substring(0, 7))))
             .sort((a, b) => b.month.localeCompare(a.month));
         return { months };
     },

package/dist/tools/list-months.js.map

@@ -1 +1 @@
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+{"version":3,"file":"list-months.js","sourceRoot":"","sources":["../../src/tools/list-months.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,UAAU,EAAE,MAAM,0BAA0B,CAAC;AACtD,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AACxB,OAAO,EAAE,SAAS,EAAE,UAAU,EAAE,MAAM,gBAAgB,CAAC;AAEvD,OAAO,EAAE,yBAAyB,EAAE,QAAQ,EAAE,WAAW,EAAE,YAAY,EAAE,MAAM,cAAc,CAAC;AAE9F,MAAM,CAAC,MAAM,UAAU,GAAG,UAAU,CAAC;IACnC,IAAI,EAAE,aAAa;IACnB,WAAW,EAAE,aAAa;IAC1B,WAAW,EACT,oKAAoK;IACtK,OAAO,EAAE,mCAAmC;IAC5C,IAAI,EAAE,UAAU;IAChB,KAAK,EAAE,QAAQ;IACf,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC,EAAE,CAAC;IACnB,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,MAAM,EAAE,CAAC,CAAC,KAAK,CAAC,WAAW,CAAC,CAAC,QAAQ,CAAC,uBAAuB,CAAC;KAC/D,CAAC;IACF,MAAM,EAAE,KAAK,IAAI,EAAE;QACjB,MAAM,MAAM,GAAG,SAAS,EAAE,CAAC;QAC3B,MAAM,MAAM,GAAG,MAAM,UAAU,CAAiB,MAAM,CAAC,CAAC;QAExD,MAAM,QAAQ,GAAG,MAAM,CAAC,gBAAgB,CAAC;QACzC,MAAM,SAAS,GAAG,QAAQ,EAAE,kBAAkB,IAAI,EAAE,CAAC;QACrD,MAAM,OAAO,GAAG,yBAAyB,CAAC,QAAQ,EAAE,8BAA8B,IAAI,EAAE,CAAC,CAAC;QAE1F,MAAM,MAAM,GAAG,SAAS;aACrB,MAAM,CAAC,YAAY,CAAC;aACpB,GAAG,CAAC,CAAC,CAAC,EAAE,CAAC,QAAQ,CAAC,CAAC,EAAE,OAAO,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,KAAK,IAAI,EAAE,CAAC,CAAC,SAAS,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,CAAC,CAAC;aACnE,IAAI,CAAC,CAAC,CAAC,EAAE,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,KAAK,CAAC,aAAa,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC;QAElD,OAAO,EAAE,MAAM,EAAE,CAAC;IACpB,CAAC;CACF,CAAC,CAAC"}

package/dist/tools/list-payees.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"list-payees.d.ts","sourceRoot":"","sources":["../../src/tools/list-payees.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AASxB,eAAO,MAAM,UAAU;;;;;;kBAqBrB,CAAC"}
+{"version":3,"file":"list-payees.d.ts","sourceRoot":"","sources":["../../src/tools/list-payees.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAKxB,eAAO,MAAM,UAAU;;;;;;kBAqBrB,CAAC"}

package/dist/tools/list-payees.js

@@ -1,7 +1,7 @@
 import { defineTool } from '@opentabs-dev/plugin-sdk';
 import { z } from 'zod';
-import { syncBudget, getPlanId } from '../ynab-api.js';
-import { mapPayee, payeeSchema } from './schemas.js';
+import { getPlanId, syncBudget } from '../ynab-api.js';
+import { mapPayee, notTombstone, payeeSchema } from './schemas.js';
 export const listPayees = defineTool({
     name: 'list_payees',
     displayName: 'List Payees',
@@ -17,7 +17,7 @@ export const listPayees = defineTool({
         const planId = getPlanId();
         const result = await syncBudget(planId);
         const raw = result.changed_entities?.be_payees ?? [];
-        const payees = raw.filter(p => !p.is_tombstone).map(mapPayee);
+        const payees = raw.filter(notTombstone).map(mapPayee);
         return { payees };
     },
 });

package/dist/tools/list-payees.js.map

@@ -1 +1 @@
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+{"version":3,"file":"list-payees.js","sourceRoot":"","sources":["../../src/tools/list-payees.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,UAAU,EAAE,MAAM,0BAA0B,CAAC;AACtD,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AACxB,OAAO,EAAE,SAAS,EAAE,UAAU,EAAE,MAAM,gBAAgB,CAAC;AAEvD,OAAO,EAAE,QAAQ,EAAE,YAAY,EAAE,WAAW,EAAE,MAAM,cAAc,CAAC;AAEnE,MAAM,CAAC,MAAM,UAAU,GAAG,UAAU,CAAC;IACnC,IAAI,EAAE,aAAa;IACnB,WAAW,EAAE,aAAa;IAC1B,WAAW,EACT,+HAA+H;IACjI,OAAO,EAAE,iBAAiB;IAC1B,IAAI,EAAE,OAAO;IACb,KAAK,EAAE,QAAQ;IACf,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC,EAAE,CAAC;IACnB,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,MAAM,EAAE,CAAC,CAAC,KAAK,CAAC,WAAW,CAAC,CAAC,QAAQ,CAAC,gBAAgB,CAAC;KACxD,CAAC;IACF,MAAM,EAAE,KAAK,IAAI,EAAE;QACjB,MAAM,MAAM,GAAG,SAAS,EAAE,CAAC;QAC3B,MAAM,MAAM,GAAG,MAAM,UAAU,CAAiB,MAAM,CAAC,CAAC;QAExD,MAAM,GAAG,GAAG,MAAM,CAAC,gBAAgB,EAAE,SAAS,IAAI,EAAE,CAAC;QACrD,MAAM,MAAM,GAAG,GAAG,CAAC,MAAM,CAAC,YAAY,CAAC,CAAC,GAAG,CAAC,QAAQ,CAAC,CAAC;QAEtD,OAAO,EAAE,MAAM,EAAE,CAAC;IACpB,CAAC;CACF,CAAC,CAAC"}

package/dist/tools/list-scheduled-transactions.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"list-scheduled-transactions.d.ts","sourceRoot":"","sources":["../../src/tools/list-scheduled-transactions.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AASxB,eAAO,MAAM,yBAAyB;;;;;;;;;;;;;;;;;;kBA0BpC,CAAC"}
+{"version":3,"file":"list-scheduled-transactions.d.ts","sourceRoot":"","sources":["../../src/tools/list-scheduled-transactions.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAKxB,eAAO,MAAM,yBAAyB;;;;;;;;;;;;;;;;;;kBA2BpC,CAAC"}

package/dist/tools/list-scheduled-transactions.js

@@ -1,7 +1,7 @@
 import { defineTool } from '@opentabs-dev/plugin-sdk';
 import { z } from 'zod';
-import { syncBudget, getPlanId } from '../ynab-api.js';
-import { mapScheduledTransaction, scheduledTransactionSchema } from './schemas.js';
+import { getPlanId, syncBudget } from '../ynab-api.js';
+import { buildLookups, mapScheduledTransaction, notTombstone, scheduledTransactionSchema } from './schemas.js';
 export const listScheduledTransactions = defineTool({
     name: 'list_scheduled_transactions',
     displayName: 'List Scheduled Transactions',
@@ -16,10 +16,12 @@ export const listScheduledTransactions = defineTool({
     handle: async () => {
         const planId = getPlanId();
         const result = await syncBudget(planId);
-        const raw = result.changed_entities?.be_scheduled_transactions ?? [];
+        const entities = result.changed_entities;
+        const raw = entities?.be_scheduled_transactions ?? [];
+        const lookups = buildLookups(entities ?? {});
         const scheduledTransactions = raw
-            .filter(s => !s.is_tombstone)
-            .map(mapScheduledTransaction)
+            .filter(notTombstone)
+            .map(s => mapScheduledTransaction(s, lookups))
             .sort((a, b) => a.date_next.localeCompare(b.date_next));
         return { scheduled_transactions: scheduledTransactions };
     },

package/dist/tools/list-scheduled-transactions.js.map

@@ -1 +1 @@
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+{"version":3,"file":"list-scheduled-transactions.js","sourceRoot":"","sources":["../../src/tools/list-scheduled-transactions.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,UAAU,EAAE,MAAM,0BAA0B,CAAC;AACtD,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AACxB,OAAO,EAAE,SAAS,EAAE,UAAU,EAAE,MAAM,gBAAgB,CAAC;AAEvD,OAAO,EAAE,YAAY,EAAE,uBAAuB,EAAE,YAAY,EAAE,0BAA0B,EAAE,MAAM,cAAc,CAAC;AAE/G,MAAM,CAAC,MAAM,yBAAyB,GAAG,UAAU,CAAC;IAClD,IAAI,EAAE,6BAA6B;IACnC,WAAW,EAAE,6BAA6B;IAC1C,WAAW,EACT,qJAAqJ;IACvJ,OAAO,EAAE,uCAAuC;IAChD,IAAI,EAAE,OAAO;IACb,KAAK,EAAE,cAAc;IACrB,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC,EAAE,CAAC;IACnB,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,sBAAsB,EAAE,CAAC,CAAC,KAAK,CAAC,0BAA0B,CAAC,CAAC,QAAQ,CAAC,gCAAgC,CAAC;KACvG,CAAC;IACF,MAAM,EAAE,KAAK,IAAI,EAAE;QACjB,MAAM,MAAM,GAAG,SAAS,EAAE,CAAC;QAC3B,MAAM,MAAM,GAAG,MAAM,UAAU,CAAiB,MAAM,CAAC,CAAC;QAExD,MAAM,QAAQ,GAAG,MAAM,CAAC,gBAAgB,CAAC;QACzC,MAAM,GAAG,GAAG,QAAQ,EAAE,yBAAyB,IAAI,EAAE,CAAC;QACtD,MAAM,OAAO,GAAG,YAAY,CAAC,QAAQ,IAAI,EAAE,CAAC,CAAC;QAE7C,MAAM,qBAAqB,GAAG,GAAG;aAC9B,MAAM,CAAC,YAAY,CAAC;aACpB,GAAG,CAAC,CAAC,CAAC,EAAE,CAAC,uBAAuB,CAAC,CAAC,EAAE,OAAO,CAAC,CAAC;aAC7C,IAAI,CAAC,CAAC,CAAC,EAAE,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,SAAS,CAAC,aAAa,CAAC,CAAC,CAAC,SAAS,CAAC,CAAC,CAAC;QAE1D,OAAO,EAAE,sBAAsB,EAAE,qBAAqB,EAAE,CAAC;IAC3D,CAAC;CACF,CAAC,CAAC"}

package/dist/tools/list-transactions.d.ts

@@ -2,6 +2,8 @@ import { z } from 'zod';
 export declare const listTransactions: import("@opentabs-dev/plugin-sdk").ToolDefinition<z.ZodObject<{
     account_id: z.ZodOptional<z.ZodString>;
     since_date: z.ZodOptional<z.ZodString>;
+    until_date: z.ZodOptional<z.ZodString>;
+    payee_search: z.ZodOptional<z.ZodString>;
 }, z.core.$strip>, z.ZodObject<{
     transactions: z.ZodArray<z.ZodObject<{
         id: z.ZodString;
@@ -12,7 +14,6 @@ export declare const listTransactions: import("@opentabs-dev/plugin-sdk").ToolDe
         cleared: z.ZodString;
         approved: z.ZodBoolean;
         flag_color: z.ZodString;
-        flag_name: z.ZodString;
         account_id: z.ZodString;
         account_name: z.ZodString;
         payee_id: z.ZodString;
@@ -20,7 +21,8 @@ export declare const listTransactions: import("@opentabs-dev/plugin-sdk").ToolDe
         category_id: z.ZodString;
         category_name: z.ZodString;
         transfer_account_id: z.ZodString;
-        import_id: z.ZodString;
+        imported_payee: z.ZodString;
+        original_imported_payee: z.ZodString;
         deleted: z.ZodBoolean;
     }, z.core.$strip>>;
 }, z.core.$strip>>;

package/dist/tools/list-transactions.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"list-transactions.d.ts","sourceRoot":"","sources":["../../src/tools/list-transactions.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AASxB,eAAO,MAAM,gBAAgB;;;;;;;;;;;;;;;;;;;;;;;;kBAwC3B,CAAC"}
+{"version":3,"file":"list-transactions.d.ts","sourceRoot":"","sources":["../../src/tools/list-transactions.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAKxB,eAAO,MAAM,gBAAgB;;;;;;;;;;;;;;;;;;;;;;;;;;kBA0E3B,CAAC"}

package/dist/tools/list-transactions.js

@@ -1,7 +1,7 @@
 import { defineTool } from '@opentabs-dev/plugin-sdk';
 import { z } from 'zod';
-import { syncBudget, getPlanId } from '../ynab-api.js';
-import { mapTransaction, transactionSchema } from './schemas.js';
+import { getPlanId, syncBudget } from '../ynab-api.js';
+import { buildLookups, mapTransaction, notTombstone, transactionSchema } from './schemas.js';
 export const listTransactions = defineTool({
     name: 'list_transactions',
     displayName: 'List Transactions',
@@ -15,6 +15,14 @@ export const listTransactions = defineTool({
             .string()
             .optional()
             .describe('Only return transactions on or after this date (YYYY-MM-DD). Omit for all transactions.'),
+        until_date: z
+            .string()
+            .optional()
+            .describe('Only return transactions on or before this date (YYYY-MM-DD). Combine with since_date for a date range.'),
+        payee_search: z
+            .string()
+            .optional()
+            .describe('Case-insensitive substring match against payee_name, imported_payee, and original_imported_payee. Useful for finding all transactions for a merchant without knowing the exact payee ID.'),
     }),
     output: z.object({
         transactions: z.array(transactionSchema).describe('List of transactions'),
@@ -22,17 +30,41 @@ export const listTransactions = defineTool({
     handle: async (params) => {
         const planId = getPlanId();
         const result = await syncBudget(planId);
-        const raw = result.changed_entities?.be_transactions ?? [];
-        let transactions = raw.filter(t => !t.is_tombstone).map(mapTransaction);
+        const entities = result.changed_entities;
+        const raw = entities?.be_transactions ?? [];
+        const lookups = buildLookups(entities ?? {});
+        let filtered = raw.filter(notTombstone);
         if (params.account_id) {
-            transactions = transactions.filter(t => t.account_id === params.account_id);
+            filtered = filtered.filter(t => t.entities_account_id === params.account_id);
         }
         if (params.since_date) {
             const sinceDate = params.since_date;
-            transactions = transactions.filter(t => t.date >= sinceDate);
+            filtered = filtered.filter(t => (t.date ?? '') >= sinceDate);
+        }
+        if (params.until_date) {
+            const untilDate = params.until_date;
+            filtered = filtered.filter(t => (t.date ?? '') <= untilDate);
+        }
+        if (params.payee_search) {
+            const needle = params.payee_search.toLowerCase();
+            // Resolve which payee IDs match the search up front so we only do the
+            // string compare once per payee instead of once per transaction.
+            const matchingPayeeIds = new Set();
+            for (const [id, name] of lookups.payees) {
+                if (name.toLowerCase().includes(needle))
+                    matchingPayeeIds.add(id);
+            }
+            filtered = filtered.filter(t => {
+                if (t.entities_payee_id && matchingPayeeIds.has(t.entities_payee_id))
+                    return true;
+                if (t.imported_payee?.toLowerCase().includes(needle))
+                    return true;
+                if (t.original_imported_payee?.toLowerCase().includes(needle))
+                    return true;
+                return false;
+            });
         }
-        // Sort by date descending
-        transactions.sort((a, b) => b.date.localeCompare(a.date));
+        const transactions = filtered.map(t => mapTransaction(t, lookups)).sort((a, b) => b.date.localeCompare(a.date));
         return { transactions };
     },
 });

package/dist/tools/list-transactions.js.map

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package/dist/tools/move-category-budget.d.ts

@@ -0,0 +1,24 @@
+import { z } from 'zod';
+export declare const moveCategoryBudget: import("@opentabs-dev/plugin-sdk").ToolDefinition<z.ZodObject<{
+    month: z.ZodString;
+    amount: z.ZodNumber;
+    from_category_id: z.ZodOptional<z.ZodString>;
+    to_category_id: z.ZodOptional<z.ZodString>;
+}, z.core.$strip>, z.ZodObject<{
+    categories: z.ZodArray<z.ZodObject<{
+        id: z.ZodString;
+        category_group_id: z.ZodString;
+        name: z.ZodString;
+        hidden: z.ZodBoolean;
+        budgeted: z.ZodString;
+        activity: z.ZodString;
+        balance: z.ZodString;
+        budgeted_milliunits: z.ZodNumber;
+        activity_milliunits: z.ZodNumber;
+        balance_milliunits: z.ZodNumber;
+        goal_type: z.ZodString;
+        goal_target: z.ZodString;
+        goal_percentage_complete: z.ZodNumber;
+    }, z.core.$strip>>;
+}, z.core.$strip>>;
+//# sourceMappingURL=move-category-budget.d.ts.map

package/dist/tools/move-category-budget.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/move-category-budget.js

@@ -0,0 +1,105 @@
+import { defineTool, ToolError } from '@opentabs-dev/plugin-sdk';
+import { z } from 'zod';
+import { getPlanId, getUserId, syncBudget, syncWrite } from '../ynab-api.js';
+import { buildSubcategoryBudgetMap, buildSubcategoryCalcMap, categorySchema, formatMonthlyBudgetId, formatSubcategoryBudgetId, MONEY_MOVEMENT_SOURCE, mapCategoryForMonth, notTombstone, toMilliunits, toMonthKey, } from './schemas.js';
+export const moveCategoryBudget = defineTool({
+    name: 'move_category_budget',
+    displayName: 'Move Category Budget',
+    description: 'Move budgeted money between categories or to/from Ready to Assign for a specific month. Omit from_category_id to move money out of Ready to Assign; omit to_category_id to move money back to Ready to Assign. Both null is invalid.',
+    summary: 'Move money between budget categories',
+    icon: 'arrow-left-right',
+    group: 'Categories',
+    input: z
+        .object({
+        month: z
+            .string()
+            .regex(/^\d{4}-\d{2}(-\d{2})?$/, 'Month must be YYYY-MM or YYYY-MM-DD')
+            .describe('Month in YYYY-MM format (e.g. 2026-03)'),
+        amount: z.number().positive().describe('Amount to move in currency units (e.g. 50 for $50)'),
+        from_category_id: z.string().optional().describe('Source category ID. Omit to move from Ready to Assign.'),
+        to_category_id: z.string().optional().describe('Destination category ID. Omit to move to Ready to Assign.'),
+    })
+        .refine(p => p.from_category_id || p.to_category_id, {
+        message: 'At least one of from_category_id or to_category_id must be provided',
+    })
+        .refine(p => !p.from_category_id || !p.to_category_id || p.from_category_id !== p.to_category_id, {
+        message: 'from_category_id and to_category_id must differ',
+    }),
+    output: z.object({
+        categories: z
+            .array(categorySchema)
+            .describe('Updated categories (1 if RTA is involved, 2 for category-to-category)'),
+    }),
+    handle: async (params) => {
+        const planId = getPlanId();
+        const userId = getUserId();
+        const milliunits = toMilliunits(params.amount);
+        const monthKey = toMonthKey(params.month);
+        const monthlyBudgetId = formatMonthlyBudgetId(monthKey, planId);
+        const budget = await syncBudget(planId);
+        const serverKnowledge = budget.current_server_knowledge ?? 0;
+        const subcategories = budget.changed_entities?.be_subcategories ?? [];
+        const existingBudgets = budget.changed_entities?.be_monthly_subcategory_budgets ?? [];
+        const findCategory = (id) => {
+            const c = subcategories.find(s => s.id === id && notTombstone(s));
+            if (!c?.id)
+                throw ToolError.notFound(`Category not found: ${id}`);
+            return { ...c, id: c.id };
+        };
+        const fromCategory = params.from_category_id ? findCategory(params.from_category_id) : null;
+        const toCategory = params.to_category_id ? findCategory(params.to_category_id) : null;
+        const fromBudgetId = fromCategory ? formatSubcategoryBudgetId(monthKey, fromCategory.id) : null;
+        const toBudgetId = toCategory ? formatSubcategoryBudgetId(monthKey, toCategory.id) : null;
+        const buildEntry = (categoryId, budgetId, signedDelta) => {
+            const current = existingBudgets.find(b => b.id === budgetId && notTombstone(b))?.budgeted ?? 0;
+            return {
+                id: budgetId,
+                is_tombstone: false,
+                entities_monthly_budget_id: monthlyBudgetId,
+                entities_subcategory_id: categoryId,
+                budgeted: current + signedDelta,
+            };
+        };
+        const budgetEntries = [];
+        if (fromCategory && fromBudgetId)
+            budgetEntries.push(buildEntry(fromCategory.id, fromBudgetId, -milliunits));
+        if (toCategory && toBudgetId)
+            budgetEntries.push(buildEntry(toCategory.id, toBudgetId, milliunits));
+        const source = fromCategory && toCategory ? MONEY_MOVEMENT_SOURCE.MOVEMENT : MONEY_MOVEMENT_SOURCE.ASSIGN;
+        const result = await syncWrite(planId, {
+            be_monthly_subcategory_budgets: budgetEntries,
+            be_money_movements: [
+                {
+                    id: crypto.randomUUID(),
+                    is_tombstone: false,
+                    from_entities_monthly_subcategory_budget_id: fromBudgetId,
+                    to_entities_monthly_subcategory_budget_id: toBudgetId,
+                    entities_money_movement_group_id: null,
+                    amount: milliunits,
+                    performed_by_user_id: userId,
+                    note: null,
+                    source,
+                    move_started_at: new Date().toISOString(),
+                    move_accepted_at: null,
+                },
+            ],
+        }, serverKnowledge);
+        const calcMap = buildSubcategoryCalcMap(result.changed_entities?.be_monthly_subcategory_budget_calculations ?? []);
+        // Prefer the server's echoed values — if a concurrent update from another
+        // client merged in, that change shows up here. Fall back to our local
+        // entries for any that the server didn't echo.
+        const budgetMap = buildSubcategoryBudgetMap(result.changed_entities?.be_monthly_subcategory_budgets ?? []);
+        for (const e of budgetEntries) {
+            const key = `${monthKey}/${e.entities_subcategory_id}`;
+            if (!budgetMap.has(key))
+                budgetMap.set(key, e);
+        }
+        const categories = [];
+        if (fromCategory)
+            categories.push(mapCategoryForMonth(fromCategory, budgetMap, calcMap, monthKey));
+        if (toCategory)
+            categories.push(mapCategoryForMonth(toCategory, budgetMap, calcMap, monthKey));
+        return { categories };
+    },
+});
+//# sourceMappingURL=move-category-budget.js.map

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

@@ -0,0 +1 @@
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