@opentabs-dev/opentabs-plugin-ynab 0.0.85 → 0.0.86

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

@@ -1,7 +1,7 @@
-import { defineTool } from '@opentabs-dev/plugin-sdk';
+import { defineTool, ToolError } from '@opentabs-dev/plugin-sdk';
 import { z } from 'zod';
-import { getPlanId, syncWrite } from '../ynab-api.js';
-import { categorySchema, mapCategory } from './schemas.js';
+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 updateCategoryBudget = defineTool({
     name: 'update_category_budget',
     displayName: 'Update Category Budget',
@@ -11,7 +11,10 @@ export const updateCategoryBudget = defineTool({
     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)'),
+        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)'),
         budgeted: z.number().describe('Amount to budget in currency units (e.g. 500 for $500)'),
     }),
     output: z.object({
@@ -19,32 +22,57 @@ export const updateCategoryBudget = defineTool({
     }),
     handle: async (params) => {
         const planId = getPlanId();
-        const milliunits = Math.round(params.budgeted * 1000);
-        // Month in budget IDs uses YYYY-MM format
-        const monthKey = params.month.substring(0, 7);
-        const budgetId = `mcb/${monthKey}/${params.category_id}`;
-        const monthlyBudgetId = `mb/${monthKey}/${planId}`;
-        const result = await syncWrite(planId, {
-            be_monthly_subcategory_budgets: [
+        const userId = getUserId();
+        const milliunits = toMilliunits(params.budgeted);
+        const monthKey = toMonthKey(params.month);
+        const budgetId = formatSubcategoryBudgetId(monthKey, params.category_id);
+        const monthlyBudgetId = formatMonthlyBudgetId(monthKey, planId);
+        const budget = await syncBudget(planId);
+        const serverKnowledge = budget.current_server_knowledge ?? 0;
+        const category = (budget.changed_entities?.be_subcategories ?? []).find(c => c.id === params.category_id && notTombstone(c));
+        if (!category) {
+            throw ToolError.notFound(`Category not found: ${params.category_id}`);
+        }
+        const existingBudget = (budget.changed_entities?.be_monthly_subcategory_budgets ?? []).find(b => b.id === budgetId && notTombstone(b));
+        const delta = milliunits - (existingBudget?.budgeted ?? 0);
+        const budgetEntry = {
+            id: budgetId,
+            is_tombstone: false,
+            entities_monthly_budget_id: monthlyBudgetId,
+            entities_subcategory_id: params.category_id,
+            budgeted: milliunits,
+        };
+        const changedEntities = { be_monthly_subcategory_budgets: [budgetEntry] };
+        // YNAB tracks budget changes as money movements; without this the write
+        // is silently rejected (the budget value reverts on the next sync).
+        // Direction is encoded via from/to (always positive amount).
+        if (delta !== 0) {
+            changedEntities.be_money_movements = [
                 {
-                    id: budgetId,
-                    entities_monthly_budget_id: monthlyBudgetId,
-                    entities_subcategory_id: params.category_id,
-                    budgeted: milliunits,
-                    overspending_handling: 'AffectsBuffer',
+                    id: crypto.randomUUID(),
                     is_tombstone: false,
+                    to_entities_monthly_subcategory_budget_id: delta > 0 ? budgetId : null,
+                    from_entities_monthly_subcategory_budget_id: delta < 0 ? budgetId : null,
+                    entities_money_movement_group_id: null,
+                    amount: Math.abs(delta),
+                    performed_by_user_id: userId,
+                    note: null,
+                    source: MONEY_MOVEMENT_SOURCE.ASSIGN,
+                    move_started_at: new Date().toISOString(),
+                    move_accepted_at: null,
                 },
-            ],
-        });
-        // 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,
-            }),
-        };
+            ];
+        }
+        const result = await syncWrite(planId, changedEntities, 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 entry
+        // if the server didn't echo (shouldn't happen in practice).
+        const budgetMap = buildSubcategoryBudgetMap(result.changed_entities?.be_monthly_subcategory_budgets ?? []);
+        const key = `${monthKey}/${params.category_id}`;
+        if (!budgetMap.has(key))
+            budgetMap.set(key, budgetEntry);
+        return { category: mapCategoryForMonth(category, budgetMap, calcMap, monthKey) };
     },
 });
 //# sourceMappingURL=update-category-budget.js.map

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

@@ -1 +1 @@
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package/dist/tools/update-transaction.d.ts

@@ -21,6 +21,7 @@ export declare const updateTransaction: import("@opentabs-dev/plugin-sdk").ToolD
         green: "green";
         blue: "blue";
         purple: "purple";
+        none: "none";
     }>>;
 }, z.core.$strip>, z.ZodObject<{
     transaction: z.ZodObject<{
@@ -32,7 +33,6 @@ export declare const updateTransaction: import("@opentabs-dev/plugin-sdk").ToolD
         cleared: z.ZodString;
         approved: z.ZodBoolean;
         flag_color: z.ZodString;
-        flag_name: z.ZodString;
         account_id: z.ZodString;
         account_name: z.ZodString;
         payee_id: z.ZodString;
@@ -40,7 +40,8 @@ export declare const updateTransaction: import("@opentabs-dev/plugin-sdk").ToolD
         category_id: z.ZodString;
         category_name: z.ZodString;
         transfer_account_id: z.ZodString;
-        import_id: z.ZodString;
+        imported_payee: z.ZodString;
+        original_imported_payee: z.ZodString;
         deleted: z.ZodBoolean;
     }, z.core.$strip>;
 }, z.core.$strip>>;

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

@@ -1 +1 @@
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+{"version":3,"file":"update-transaction.d.ts","sourceRoot":"","sources":["../../src/tools/update-transaction.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAwBxB,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;kBA+G5B,CAAC"}

package/dist/tools/update-transaction.js

@@ -1,11 +1,23 @@
 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';
+import { getPlanId, syncBudget, syncWrite } from '../ynab-api.js';
+import { buildLookups, CLEARED_MAP, FLAG_MAP, mapTransaction, resolvePayee, toMilliunits, transactionSchema, } from './schemas.js';
+const resolveFlag = (requested, existing) => {
+    if (requested === 'none')
+        return null;
+    if (requested)
+        return FLAG_MAP[requested];
+    return existing ?? null;
+};
+const resolveCleared = (requested, existing) => {
+    if (requested)
+        return CLEARED_MAP[requested];
+    return existing ?? 'Uncleared';
+};
 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).',
+    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',
@@ -20,43 +32,84 @@ export const updateTransaction = defineTool({
         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'),
+        flag_color: z
+            .enum(['red', 'orange', 'yellow', 'green', 'blue', 'purple', 'none'])
+            .optional()
+            .describe('New flag color (pass "none" to clear)'),
     }),
     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];
+        const budget = await syncBudget(planId);
+        const serverKnowledge = budget.current_server_knowledge ?? 0;
+        const lookups = buildLookups(budget.changed_entities ?? {});
+        const existing = budget.changed_entities?.be_transactions?.find(t => t.id === params.transaction_id && !t.is_tombstone);
+        if (!existing) {
+            throw ToolError.notFound(`Transaction not found: ${params.transaction_id}`);
+        }
+        if (existing.transfer_account_id) {
+            throw ToolError.validation('Cannot update transfer transactions — edit them in YNAB directly.');
+        }
+        const hasSubtransactions = (budget.changed_entities?.be_subtransactions ?? []).some(s => s.entities_transaction_id === params.transaction_id && !s.is_tombstone);
+        if (hasSubtransactions) {
+            throw ToolError.validation('Cannot update split transactions — edit them in YNAB directly.');
+        }
+        const changedEntities = {};
+        let payeeId = params.payee_id ?? existing.entities_payee_id ?? null;
+        if (params.payee_name && !params.payee_id) {
+            const resolved = resolvePayee(budget.changed_entities?.be_payees ?? [], params.payee_name);
+            payeeId = resolved.payeeId;
+            if (resolved.newPayee) {
+                changedEntities.be_payees = [resolved.newPayee];
+                lookups.payees.set(resolved.payeeId, params.payee_name);
+            }
+        }
+        changedEntities.be_transaction_groups = [
+            {
+                id: params.transaction_id,
+                be_transaction: {
+                    id: params.transaction_id,
+                    is_tombstone: false,
+                    entities_account_id: params.account_id,
+                    entities_payee_id: payeeId,
+                    entities_subcategory_id: params.category_id ?? existing.entities_subcategory_id ?? null,
+                    entities_scheduled_transaction_id: existing.entities_scheduled_transaction_id ?? null,
+                    date: params.date ?? existing.date ?? '',
+                    date_entered_from_schedule: null,
+                    amount: params.amount !== undefined ? toMilliunits(params.amount) : (existing.amount ?? 0),
+                    cash_amount: 0,
+                    credit_amount: 0,
+                    credit_amount_adjusted: 0,
+                    subcategory_credit_amount_preceding: 0,
+                    memo: params.memo ?? existing.memo ?? null,
+                    cleared: resolveCleared(params.cleared, existing.cleared),
+                    // YNAB's wire format calls this "accepted"; the public tool surface uses "approved".
+                    accepted: params.approved ?? existing.accepted ?? false,
+                    check_number: null,
+                    flag: resolveFlag(params.flag_color, existing.flag),
+                    transfer_account_id: existing.transfer_account_id ?? null,
+                    transfer_transaction_id: null,
+                    transfer_subtransaction_id: null,
+                    matched_transaction_id: null,
+                    ynab_id: existing.ynab_id ?? null,
+                    imported_payee: existing.imported_payee ?? null,
+                    imported_date: null,
+                    original_imported_payee: existing.original_imported_payee ?? null,
+                    provider_cleansed_payee: null,
+                    source: existing.source ?? null,
+                    debt_transaction_type: null,
+                },
+                be_subtransactions: null,
+            },
+        ];
+        const result = await syncWrite(planId, changedEntities, serverKnowledge);
+        const saved = result.changed_entities?.be_transactions?.find(t => t.id === params.transaction_id);
         if (!saved) {
             throw ToolError.internal('Transaction was updated but no data was returned');
         }
-        return { transaction: mapTransaction(saved) };
+        return { transaction: mapTransaction(saved, lookups) };
     },
 });
 //# sourceMappingURL=update-transaction.js.map

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

@@ -1 +1 @@
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