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

package/dist/tools.json

@@ -1,5 +1,5 @@
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@@ -291,7 +291,7 @@
     {
       "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",
@@ -437,7 +437,7 @@
           },
           "month": {
             "type": "string",
-            "minLength": 1,
+            "pattern": "^\\d{4}-\\d{2}(-\\d{2})?$",
             "description": "Month in YYYY-MM format (e.g. 2026-03)"
           },
           "budgeted": {
@@ -535,6 +535,128 @@
         "additionalProperties": false
       }
     },
+    {
+      "name": "move_category_budget",
+      "displayName": "Move Category Budget",
+      "description": "Move budgeted money between categories or to/from Ready to Assign for a specific month. Omit from_category_id to move money out of Ready to Assign; omit to_category_id to move money back to Ready to Assign. Both null is invalid.",
+      "summary": "Move money between budget categories",
+      "icon": "arrow-left-right",
+      "group": "Categories",
+      "input_schema": {
+        "type": "object",
+        "properties": {
+          "month": {
+            "type": "string",
+            "pattern": "^\\d{4}-\\d{2}(-\\d{2})?$",
+            "description": "Month in YYYY-MM format (e.g. 2026-03)"
+          },
+          "amount": {
+            "type": "number",
+            "exclusiveMinimum": 0,
+            "description": "Amount to move in currency units (e.g. 50 for $50)"
+          },
+          "from_category_id": {
+            "description": "Source category ID. Omit to move from Ready to Assign.",
+            "type": "string"
+          },
+          "to_category_id": {
+            "description": "Destination category ID. Omit to move to Ready to Assign.",
+            "type": "string"
+          }
+        },
+        "required": [
+          "month",
+          "amount"
+        ],
+        "additionalProperties": false
+      },
+      "output_schema": {
+        "type": "object",
+        "properties": {
+          "categories": {
+            "type": "array",
+            "items": {
+              "type": "object",
+              "properties": {
+                "id": {
+                  "type": "string",
+                  "description": "Category ID"
+                },
+                "category_group_id": {
+                  "type": "string",
+                  "description": "Parent category group ID"
+                },
+                "name": {
+                  "type": "string",
+                  "description": "Category name"
+                },
+                "hidden": {
+                  "type": "boolean",
+                  "description": "Whether the category is hidden"
+                },
+                "budgeted": {
+                  "type": "string",
+                  "description": "Amount budgeted this month as currency string"
+                },
+                "activity": {
+                  "type": "string",
+                  "description": "Spending activity this month as currency string"
+                },
+                "balance": {
+                  "type": "string",
+                  "description": "Available balance as currency string"
+                },
+                "budgeted_milliunits": {
+                  "type": "number",
+                  "description": "Amount budgeted in milliunits"
+                },
+                "activity_milliunits": {
+                  "type": "number",
+                  "description": "Activity in milliunits"
+                },
+                "balance_milliunits": {
+                  "type": "number",
+                  "description": "Balance in milliunits"
+                },
+                "goal_type": {
+                  "type": "string",
+                  "description": "Goal type (TB, TBD, MF, NEED, DEBT, or empty if none)"
+                },
+                "goal_target": {
+                  "type": "string",
+                  "description": "Goal target amount as currency string"
+                },
+                "goal_percentage_complete": {
+                  "type": "number",
+                  "description": "Goal completion percentage (0-100)"
+                }
+              },
+              "required": [
+                "id",
+                "category_group_id",
+                "name",
+                "hidden",
+                "budgeted",
+                "activity",
+                "balance",
+                "budgeted_milliunits",
+                "activity_milliunits",
+                "balance_milliunits",
+                "goal_type",
+                "goal_target",
+                "goal_percentage_complete"
+              ],
+              "additionalProperties": false
+            },
+            "description": "Updated categories (1 if RTA is involved, 2 for category-to-category)"
+          }
+        },
+        "required": [
+          "categories"
+        ],
+        "additionalProperties": false
+      }
+    },
     {
       "name": "list_payees",
       "displayName": "List Payees",
@@ -601,6 +723,14 @@
           "since_date": {
             "description": "Only return transactions on or after this date (YYYY-MM-DD). Omit for all transactions.",
             "type": "string"
+          },
+          "until_date": {
+            "description": "Only return transactions on or before this date (YYYY-MM-DD). Combine with since_date for a date range.",
+            "type": "string"
+          },
+          "payee_search": {
+            "description": "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.",
+            "type": "string"
           }
         },
         "additionalProperties": false
@@ -645,10 +775,6 @@
                   "type": "string",
                   "description": "Flag color or empty string"
                 },
-                "flag_name": {
-                  "type": "string",
-                  "description": "Custom flag name or empty string"
-                },
                 "account_id": {
                   "type": "string",
                   "description": "Account ID"
@@ -677,9 +803,13 @@
                   "type": "string",
                   "description": "If a transfer, the destination account ID"
                 },
-                "import_id": {
+                "imported_payee": {
                   "type": "string",
-                  "description": "Import ID for deduplication"
+                  "description": "Bank-imported payee name after YNAB cleansing (empty if manually entered)"
+                },
+                "original_imported_payee": {
+                  "type": "string",
+                  "description": "Raw payee string from the bank feed before any cleansing (empty if manually entered)"
                 },
                 "deleted": {
                   "type": "boolean",
@@ -695,7 +825,6 @@
                 "cleared",
                 "approved",
                 "flag_color",
-                "flag_name",
                 "account_id",
                 "account_name",
                 "payee_id",
@@ -703,7 +832,8 @@
                 "category_id",
                 "category_name",
                 "transfer_account_id",
-                "import_id",
+                "imported_payee",
+                "original_imported_payee",
                 "deleted"
               ],
               "additionalProperties": false
@@ -776,10 +906,6 @@
                 "type": "string",
                 "description": "Flag color or empty string"
               },
-              "flag_name": {
-                "type": "string",
-                "description": "Custom flag name or empty string"
-              },
               "account_id": {
                 "type": "string",
                 "description": "Account ID"
@@ -808,9 +934,13 @@
                 "type": "string",
                 "description": "If a transfer, the destination account ID"
               },
-              "import_id": {
+              "imported_payee": {
                 "type": "string",
-                "description": "Import ID for deduplication"
+                "description": "Bank-imported payee name after YNAB cleansing (empty if manually entered)"
+              },
+              "original_imported_payee": {
+                "type": "string",
+                "description": "Raw payee string from the bank feed before any cleansing (empty if manually entered)"
               },
               "deleted": {
                 "type": "boolean",
@@ -826,7 +956,6 @@
               "cleared",
               "approved",
               "flag_color",
-              "flag_name",
               "account_id",
               "account_name",
               "payee_id",
@@ -834,7 +963,8 @@
               "category_id",
               "category_name",
               "transfer_account_id",
-              "import_id",
+              "imported_payee",
+              "original_imported_payee",
               "deleted"
             ],
             "additionalProperties": false
@@ -1025,10 +1155,6 @@
                 "type": "string",
                 "description": "Flag color or empty string"
               },
-              "flag_name": {
-                "type": "string",
-                "description": "Custom flag name or empty string"
-              },
               "account_id": {
                 "type": "string",
                 "description": "Account ID"
@@ -1057,9 +1183,13 @@
                 "type": "string",
                 "description": "If a transfer, the destination account ID"
               },
-              "import_id": {
+              "imported_payee": {
                 "type": "string",
-                "description": "Import ID for deduplication"
+                "description": "Bank-imported payee name after YNAB cleansing (empty if manually entered)"
+              },
+              "original_imported_payee": {
+                "type": "string",
+                "description": "Raw payee string from the bank feed before any cleansing (empty if manually entered)"
               },
               "deleted": {
                 "type": "boolean",
@@ -1075,7 +1205,6 @@
               "cleared",
               "approved",
               "flag_color",
-              "flag_name",
               "account_id",
               "account_name",
               "payee_id",
@@ -1083,7 +1212,8 @@
               "category_id",
               "category_name",
               "transfer_account_id",
-              "import_id",
+              "imported_payee",
+              "original_imported_payee",
               "deleted"
             ],
             "additionalProperties": false
@@ -1098,7 +1228,7 @@
     {
       "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).",
+      "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). Transfers and split transactions cannot be updated through this tool — edit them directly in YNAB.",
       "summary": "Update a transaction",
       "icon": "pencil",
       "group": "Transactions",
@@ -1153,7 +1283,7 @@
             "type": "boolean"
           },
           "flag_color": {
-            "description": "New flag color",
+            "description": "New flag color (pass \"none\" to clear)",
             "type": "string",
             "enum": [
               "red",
@@ -1161,7 +1291,8 @@
               "yellow",
               "green",
               "blue",
-              "purple"
+              "purple",
+              "none"
             ]
           }
         },
@@ -1209,10 +1340,6 @@
                 "type": "string",
                 "description": "Flag color or empty string"
               },
-              "flag_name": {
-                "type": "string",
-                "description": "Custom flag name or empty string"
-              },
               "account_id": {
                 "type": "string",
                 "description": "Account ID"
@@ -1241,9 +1368,13 @@
                 "type": "string",
                 "description": "If a transfer, the destination account ID"
               },
-              "import_id": {
+              "imported_payee": {
                 "type": "string",
-                "description": "Import ID for deduplication"
+                "description": "Bank-imported payee name after YNAB cleansing (empty if manually entered)"
+              },
+              "original_imported_payee": {
+                "type": "string",
+                "description": "Raw payee string from the bank feed before any cleansing (empty if manually entered)"
               },
               "deleted": {
                 "type": "boolean",
@@ -1259,7 +1390,6 @@
               "cleared",
               "approved",
               "flag_color",
-              "flag_name",
               "account_id",
               "account_name",
               "payee_id",
@@ -1267,7 +1397,8 @@
               "category_id",
               "category_name",
               "transfer_account_id",
-              "import_id",
+              "imported_payee",
+              "original_imported_payee",
               "deleted"
             ],
             "additionalProperties": false
@@ -1282,7 +1413,7 @@
     {
       "name": "delete_transaction",
       "displayName": "Delete Transaction",
-      "description": "Delete a transaction from the active YNAB plan. This marks the transaction as deleted (soft delete).",
+      "description": "Delete a transaction from the active YNAB plan. This marks the transaction as deleted (soft delete). Transfer transactions cannot be deleted through this tool — delete them directly in YNAB.",
       "summary": "Delete a transaction",
       "icon": "trash-2",
       "group": "Transactions",
@@ -1486,8 +1617,15 @@
                   "description": "Ready to Assign in milliunits"
                 },
                 "age_of_money": {
-                  "type": "number",
-                  "description": "Age of money in days"
+                  "anyOf": [
+                    {
+                      "type": "number"
+                    },
+                    {
+                      "type": "null"
+                    }
+                  ],
+                  "description": "Age of money in days, or null if not yet computed"
                 }
               },
               "required": [
@@ -1527,6 +1665,10 @@
             "type": "string",
             "minLength": 1,
             "description": "Month in YYYY-MM-DD format (first of month, e.g. 2026-03-01)"
+          },
+          "include_hidden": {
+            "description": "Include hidden categories (default false)",
+            "type": "boolean"
           }
         },
         "required": [
@@ -1577,8 +1719,15 @@
                 "description": "Ready to Assign in milliunits"
               },
               "age_of_money": {
-                "type": "number",
-                "description": "Age of money in days"
+                "anyOf": [
+                  {
+                    "type": "number"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ],
+                "description": "Age of money in days, or null if not yet computed"
               }
             },
             "required": [

package/dist/ynab-api.d.ts

@@ -10,9 +10,12 @@ interface CatalogResponse<T = Record<string, unknown>> {
 export declare const isAuthenticated: () => boolean;
 export declare const waitForAuth: () => Promise<boolean>;
 export declare const getPlanId: () => string;
+export declare const getDeviceId: () => string;
+export declare const getUserId: () => string;
+export declare const assertAuthenticated: () => void;
 export declare const catalog: <T = Record<string, unknown>>(operationName: string, requestData?: Record<string, unknown>) => Promise<CatalogResponse<T>>;
 export declare const syncBudget: <T = Record<string, unknown>>(planId: string) => Promise<CatalogResponse<T>>;
-export declare const syncWrite: (planId: string, changedEntities: Record<string, unknown>) => Promise<CatalogResponse>;
+export declare const syncWrite: <T = Record<string, unknown>>(planId: string, changedEntities: Record<string, unknown>, serverKnowledge?: number) => Promise<CatalogResponse<T>>;
 export declare const api: <T>(endpoint: string, options?: {
     method?: string;
     body?: Record<string, unknown>;

package/dist/ynab-api.d.ts.map

@@ -1 +1 @@
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package/dist/ynab-api.js

@@ -1,9 +1,10 @@
-import { ToolError, getMetaContent, getPageGlobal, getCurrentUrl, waitUntil, parseRetryAfterMs, getAuthCache, setAuthCache, clearAuthCache, } from '@opentabs-dev/plugin-sdk';
+import { clearAuthCache, getAuthCache, getCurrentUrl, getMetaContent, getPageGlobal, parseRetryAfterMs, setAuthCache, ToolError, waitUntil, } from '@opentabs-dev/plugin-sdk';
 // --- Auth extraction ---
 // YNAB uses HttpOnly session cookies for primary auth, plus a session token
 // embedded in a <meta name="session-token"> tag. The internal API requires
 // this token in the X-Session-Token header along with device identification
 // headers. The user ID comes from YNAB_CLIENT_CONSTANTS.USER.
+const NOT_AUTHENTICATED_MESSAGE = 'Not authenticated — please log in to YNAB.';
 const generateDeviceId = () => crypto.randomUUID();
 const extractPlanId = () => {
     const url = getCurrentUrl();
@@ -38,14 +39,30 @@ export const waitForAuth = () => waitUntil(() => isAuthenticated(), { interval:
 export const getPlanId = () => {
     const auth = getAuth();
     if (!auth)
-        throw ToolError.auth('Not authenticated — please log in to YNAB.');
+        throw ToolError.auth(NOT_AUTHENTICATED_MESSAGE);
     return auth.planId;
 };
+export const getDeviceId = () => {
+    const auth = getAuth();
+    if (!auth)
+        throw ToolError.auth(NOT_AUTHENTICATED_MESSAGE);
+    return auth.deviceId;
+};
+export const getUserId = () => {
+    const auth = getAuth();
+    if (!auth)
+        throw ToolError.auth(NOT_AUTHENTICATED_MESSAGE);
+    return auth.userId;
+};
+export const assertAuthenticated = () => {
+    if (!getAuth())
+        throw ToolError.auth(NOT_AUTHENTICATED_MESSAGE);
+};
 // --- Internal API headers ---
 const getHeaders = () => {
     const auth = getAuth();
     if (!auth)
-        throw ToolError.auth('Not authenticated — please log in to YNAB.');
+        throw ToolError.auth(NOT_AUTHENTICATED_MESSAGE);
     // Read app version fresh on every request — never cache it, since YNAB enforces
     // a minimum version via 426 and will reject stale cached values.
     const appVersion = getPageGlobal('YNAB_CLIENT_CONSTANTS.YNAB_APP_VERSION');
@@ -82,9 +99,17 @@ const handleApiError = async (response, context) => {
         throw ToolError.validation(`Validation error: ${context} — ${errorBody}`);
     throw ToolError.internal(`API error (${response.status}): ${context} — ${errorBody}`);
 };
+const handleNetworkError = (err, context) => {
+    if (err instanceof DOMException && err.name === 'TimeoutError')
+        throw ToolError.timeout(`Request timed out: ${context}`);
+    if (err instanceof DOMException && err.name === 'AbortError')
+        throw new ToolError('Request was aborted', 'aborted');
+    throw new ToolError(`Network error: ${err instanceof Error ? err.message : String(err)}`, 'network_error', {
+        category: 'internal',
+        retryable: true,
+    });
+};
 // --- Catalog API (internal RPC endpoint) ---
-// YNAB's web app uses POST /api/v1/catalog with operation_name + request_data
-// as the primary data access mechanism for budget operations.
 export const catalog = async (operationName, requestData = {}) => {
     const headers = getHeaders();
     headers['Content-Type'] = 'application/x-www-form-urlencoded; charset=UTF-8';
@@ -99,14 +124,7 @@ export const catalog = async (operationName, requestData = {}) => {
         });
     }
     catch (err) {
-        if (err instanceof DOMException && err.name === 'TimeoutError')
-            throw ToolError.timeout(`Catalog request timed out: ${operationName}`);
-        if (err instanceof DOMException && err.name === 'AbortError')
-            throw new ToolError('Request was aborted', 'aborted');
-        throw new ToolError(`Network error: ${err instanceof Error ? err.message : String(err)}`, 'network_error', {
-            category: 'internal',
-            retryable: true,
-        });
+        return handleNetworkError(err, operationName);
     }
     if (!response.ok)
         return handleApiError(response, operationName);
@@ -119,6 +137,12 @@ export const catalog = async (operationName, requestData = {}) => {
 // --- syncBudgetData helper ---
 // YNAB requires sync_type, schema_version, and schema_version_of_knowledge on all
 // syncBudgetData requests (enforced server-side via 426 if omitted).
+//
+// We send sync_type: 'delta' with starting_device_knowledge: 0 to receive a full
+// snapshot of the budget. Counter-intuitively, sync_type: 'bootstrap' returns
+// only the most recent ~1 month of transactions, while delta with zero device
+// knowledge returns the full history (verified with the YNAB UI's own captures).
+// Verified working as of schema version 41.
 const BUDGET_SCHEMA_VERSION = 41;
 export const syncBudget = async (planId) => catalog('syncBudgetData', {
     budget_version_id: planId,
@@ -132,16 +156,20 @@ export const syncBudget = async (planId) => catalog('syncBudgetData', {
     changed_entities: {},
 });
 // Write operations require the current server_knowledge to succeed.
-// This fetches it first, then sends the write in one round-trip.
-export const syncWrite = async (planId, changedEntities) => {
-    const readResult = await syncBudget(planId);
-    const serverKnowledge = readResult.current_server_knowledge ?? 0;
+// Pass serverKnowledge from a prior syncBudget call to avoid a redundant read.
+export const syncWrite = async (planId, changedEntities, serverKnowledge) => {
+    const knowledge = serverKnowledge ?? (await syncBudget(planId)).current_server_knowledge ?? 0;
+    // ending_device_knowledge is the local change counter — YNAB's UI increments
+    // it across the session, but since we don't persist any state we send 1 to
+    // signal "one new change since 0". The server only enforces monotonic
+    // increase relative to its own knowledge, not the client counter, so a
+    // constant 1 is what YNAB tolerates from us in practice.
     return catalog('syncBudgetData', {
         budget_version_id: planId,
         sync_type: 'delta',
         starting_device_knowledge: 0,
         ending_device_knowledge: 1,
-        device_knowledge_of_server: serverKnowledge,
+        device_knowledge_of_server: knowledge,
         calculated_entities_included: false,
         schema_version: BUDGET_SCHEMA_VERSION,
         schema_version_of_knowledge: BUDGET_SCHEMA_VERSION,
@@ -167,14 +195,7 @@ export const api = async (endpoint, options = {}) => {
         });
     }
     catch (err) {
-        if (err instanceof DOMException && err.name === 'TimeoutError')
-            throw ToolError.timeout(`API request timed out: ${endpoint}`);
-        if (err instanceof DOMException && err.name === 'AbortError')
-            throw new ToolError('Request was aborted', 'aborted');
-        throw new ToolError(`Network error: ${err instanceof Error ? err.message : String(err)}`, 'network_error', {
-            category: 'internal',
-            retryable: true,
-        });
+        return handleNetworkError(err, endpoint);
     }
     if (!response.ok)
         return handleApiError(response, endpoint);