@opentabs-dev/opentabs-plugin-ynab 0.0.85 → 0.0.87

package/dist/index.d.ts

@@ -1,5 +1,5 @@
-import { OpenTabsPlugin } from '@opentabs-dev/plugin-sdk';
 import type { ToolDefinition } from '@opentabs-dev/plugin-sdk';
+import { OpenTabsPlugin } from '@opentabs-dev/plugin-sdk';
 declare class YnabPlugin extends OpenTabsPlugin {
     readonly name = "ynab";
     readonly description = "OpenTabs plugin for YNAB (You Need A Budget)";

package/dist/index.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,cAAc,EAAE,MAAM,0BAA0B,CAAC;AAC/D,OAAO,EAAE,cAAc,EAAE,MAAM,0BAA0B,CAAC;AAyB1D,cAAM,UAAW,SAAQ,cAAc;IACrC,QAAQ,CAAC,IAAI,UAAU;IACvB,QAAQ,CAAC,WAAW,kDAAkD;IACtE,SAAkB,WAAW,UAAU;IACvC,QAAQ,CAAC,WAAW,WAA0B;IAC9C,SAAkB,QAAQ,0BAA0B;IACpD,QAAQ,CAAC,KAAK,EAAE,cAAc,EAAE,CA8B9B;IAEI,OAAO,IAAI,OAAO,CAAC,OAAO,CAAC;CAIlC;;AAED,wBAAgC"}

package/dist/index.js

@@ -1,27 +1,27 @@
 import { OpenTabsPlugin } from '@opentabs-dev/plugin-sdk';
-import { isAuthenticated, waitForAuth } from './ynab-api.js';
-// Account
+import { createCategory } from './tools/create-category.js';
+import { createCategoryGroup } from './tools/create-category-group.js';
+import { createTransaction } from './tools/create-transaction.js';
+import { deleteCategory } from './tools/delete-category.js';
+import { deleteCategoryGroup } from './tools/delete-category-group.js';
+import { deleteTransaction } from './tools/delete-transaction.js';
+import { getAccount } from './tools/get-account.js';
 import { getCurrentUser } from './tools/get-current-user.js';
-// Plans
+import { getMonth } from './tools/get-month.js';
 import { getPlan } from './tools/get-plan.js';
-// Accounts
+import { getTransaction } from './tools/get-transaction.js';
 import { listAccounts } from './tools/list-accounts.js';
-import { getAccount } from './tools/get-account.js';
-// Categories
 import { listCategories } from './tools/list-categories.js';
-import { updateCategoryBudget } from './tools/update-category-budget.js';
-// Payees
+import { listMonths } from './tools/list-months.js';
 import { listPayees } from './tools/list-payees.js';
-// Transactions
+import { listScheduledTransactions } from './tools/list-scheduled-transactions.js';
 import { listTransactions } from './tools/list-transactions.js';
-import { getTransaction } from './tools/get-transaction.js';
-import { createTransaction } from './tools/create-transaction.js';
+import { moveCategoryBudget } from './tools/move-category-budget.js';
+import { snoozeCategoryGoal } from './tools/snooze-category-goal.js';
+import { updateCategory } from './tools/update-category.js';
+import { updateCategoryBudget } from './tools/update-category-budget.js';
 import { updateTransaction } from './tools/update-transaction.js';
-import { deleteTransaction } from './tools/delete-transaction.js';
-import { listScheduledTransactions } from './tools/list-scheduled-transactions.js';
-// Months
-import { listMonths } from './tools/list-months.js';
-import { getMonth } from './tools/get-month.js';
+import { isAuthenticated, waitForAuth } from './ynab-api.js';
 class YnabPlugin extends OpenTabsPlugin {
     name = 'ynab';
     description = 'OpenTabs plugin for YNAB (You Need A Budget)';
@@ -38,7 +38,14 @@ class YnabPlugin extends OpenTabsPlugin {
         getAccount,
         // Categories
         listCategories,
+        createCategory,
+        updateCategory,
+        deleteCategory,
+        createCategoryGroup,
+        deleteCategoryGroup,
         updateCategoryBudget,
+        moveCategoryBudget,
+        snoozeCategoryGoal,
         // Payees
         listPayees,
         // Transactions

package/dist/index.js.map

@@ -1 +1 @@
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package/dist/tools/create-category-group.d.ts

@@ -0,0 +1,11 @@
+import { z } from 'zod';
+export declare const createCategoryGroup: import("@opentabs-dev/plugin-sdk").ToolDefinition<z.ZodObject<{
+    name: z.ZodString;
+}, z.core.$strip>, z.ZodObject<{
+    group: z.ZodObject<{
+        id: z.ZodString;
+        name: z.ZodString;
+        hidden: z.ZodBoolean;
+    }, z.core.$strip>;
+}, z.core.$strip>>;
+//# sourceMappingURL=create-category-group.d.ts.map

package/dist/tools/create-category-group.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/create-category-group.js

@@ -0,0 +1,37 @@
+import { defineTool } from '@opentabs-dev/plugin-sdk';
+import { z } from 'zod';
+import { getPlanId, syncBudget, syncWrite } from '../ynab-api.js';
+import { categoryGroupSchema, mapCategoryGroup, nextTopSortableIndex } from './schemas.js';
+export const createCategoryGroup = defineTool({
+    name: 'create_category_group',
+    displayName: 'Create Category Group',
+    description: 'Create a new category group in the active YNAB plan.',
+    summary: 'Create a category group',
+    icon: 'folder-plus',
+    group: 'Categories',
+    input: z.object({
+        name: z.string().min(1).describe('Name of the new category group'),
+    }),
+    output: z.object({
+        group: categoryGroupSchema,
+    }),
+    handle: async (params) => {
+        const planId = getPlanId();
+        const groupId = crypto.randomUUID();
+        const budget = await syncBudget(planId);
+        const serverKnowledge = budget.current_server_knowledge ?? 0;
+        const groupEntry = {
+            id: groupId,
+            is_tombstone: false,
+            internal_name: '',
+            deletable: true,
+            sortable_index: nextTopSortableIndex(budget.changed_entities?.be_master_categories ?? []),
+            name: params.name,
+            note: '',
+            is_hidden: false,
+        };
+        await syncWrite(planId, { be_master_categories: [groupEntry] }, serverKnowledge);
+        return { group: mapCategoryGroup(groupEntry) };
+    },
+});
+//# sourceMappingURL=create-category-group.js.map

package/dist/tools/create-category-group.js.map

@@ -0,0 +1 @@
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package/dist/tools/create-category.d.ts

@@ -0,0 +1,59 @@
+import { z } from 'zod';
+export declare const createCategory: import("@opentabs-dev/plugin-sdk").ToolDefinition<z.ZodObject<{
+    group_id: z.ZodString;
+    name: z.ZodString;
+    goal: z.ZodOptional<z.ZodDiscriminatedUnion<[z.ZodObject<{
+        target: z.ZodNumber;
+        cadence: z.ZodOptional<z.ZodEnum<{
+            weekly: "weekly";
+            monthly: "monthly";
+            yearly: "yearly";
+        }>>;
+        every: z.ZodOptional<z.ZodNumber>;
+        day: z.ZodOptional<z.ZodNumber>;
+        start_date: z.ZodOptional<z.ZodString>;
+        type: z.ZodLiteral<"set_aside">;
+    }, z.core.$strict>, z.ZodObject<{
+        target: z.ZodNumber;
+        cadence: z.ZodOptional<z.ZodEnum<{
+            weekly: "weekly";
+            monthly: "monthly";
+            yearly: "yearly";
+        }>>;
+        every: z.ZodOptional<z.ZodNumber>;
+        day: z.ZodOptional<z.ZodNumber>;
+        start_date: z.ZodOptional<z.ZodString>;
+        type: z.ZodLiteral<"refill">;
+    }, z.core.$strict>, z.ZodObject<{
+        type: z.ZodLiteral<"target_balance">;
+        target: z.ZodNumber;
+    }, z.core.$strict>, z.ZodObject<{
+        type: z.ZodLiteral<"target_by_date">;
+        target: z.ZodNumber;
+        date: z.ZodString;
+    }, z.core.$strict>, z.ZodObject<{
+        type: z.ZodLiteral<"debt">;
+        target: z.ZodNumber;
+        day: z.ZodOptional<z.ZodNumber>;
+    }, z.core.$strict>, z.ZodObject<{
+        type: z.ZodLiteral<"none">;
+    }, z.core.$strict>], "type">>;
+    note: z.ZodOptional<z.ZodString>;
+}, z.core.$strip>, z.ZodObject<{
+    category: z.ZodObject<{
+        id: z.ZodString;
+        category_group_id: z.ZodString;
+        name: z.ZodString;
+        hidden: z.ZodBoolean;
+        budgeted: z.ZodString;
+        activity: z.ZodString;
+        balance: z.ZodString;
+        budgeted_milliunits: z.ZodNumber;
+        activity_milliunits: z.ZodNumber;
+        balance_milliunits: z.ZodNumber;
+        goal_type: z.ZodString;
+        goal_target: z.ZodString;
+        goal_percentage_complete: z.ZodNumber;
+    }, z.core.$strip>;
+}, z.core.$strip>>;
+//# sourceMappingURL=create-category.d.ts.map

package/dist/tools/create-category.d.ts.map

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

@@ -0,0 +1,63 @@
+import { defineTool, ToolError } from '@opentabs-dev/plugin-sdk';
+import { z } from 'zod';
+import { getPlanId, syncBudget, syncWrite } from '../ynab-api.js';
+import { assertCategoryGroupDeletable, buildGoalFields, CATEGORY_TYPE_DEFAULT, categorySchema, currentMonthKey, findCategoryGroup, formatMonthlyBudgetId, formatSubcategoryBudgetId, goalSpecSchema, mapCategory, nextTopSortableIndex, } from './schemas.js';
+export const createCategory = defineTool({
+    name: 'create_category',
+    displayName: 'Create Category',
+    description: 'Create a new category in an existing category group. Optionally set an initial goal: "set_aside" (set aside X per cadence), "refill" (refill the balance up to X per cadence), "target_balance" (have a balance of X), or "target_by_date" (have a balance of X by a specific date). NEED-style goals (set_aside, refill) accept weekly/monthly/yearly cadence. Debt goals are not supported for new categories — they only apply to existing debt-account categories.',
+    summary: 'Create a new budget category',
+    icon: 'plus',
+    group: 'Categories',
+    input: z.object({
+        group_id: z.string().min(1).describe('Category group ID to create the category in'),
+        name: z.string().min(1).describe('Name of the new category'),
+        goal: goalSpecSchema.optional().describe('Optional initial goal for the category'),
+        note: z.string().optional().describe('Optional note for the category'),
+    }),
+    output: z.object({
+        category: categorySchema,
+    }),
+    handle: async (params) => {
+        if (params.goal?.type === 'debt') {
+            throw ToolError.validation('Debt goals can only be set on debt-account categories.');
+        }
+        const planId = getPlanId();
+        const categoryId = crypto.randomUUID();
+        const budget = await syncBudget(planId);
+        const serverKnowledge = budget.current_server_knowledge ?? 0;
+        assertCategoryGroupDeletable(findCategoryGroup(budget.changed_entities, params.group_id));
+        const childCategories = (budget.changed_entities?.be_subcategories ?? []).filter(c => c.entities_master_category_id === params.group_id);
+        const monthKey = currentMonthKey();
+        const categoryEntry = {
+            id: categoryId,
+            is_tombstone: false,
+            entities_master_category_id: params.group_id,
+            entities_account_id: null,
+            internal_name: null,
+            sortable_index: nextTopSortableIndex(childCategories, 5),
+            name: params.name,
+            type: CATEGORY_TYPE_DEFAULT,
+            note: params.note ?? null,
+            monthly_funding: 0,
+            is_hidden: false,
+            pinned_index: null,
+            pinned_goal_index: null,
+            ...buildGoalFields(params.goal),
+        };
+        // YNAB's UI also creates a current-month budget row alongside the category.
+        const budgetEntry = {
+            id: formatSubcategoryBudgetId(monthKey, categoryId),
+            is_tombstone: false,
+            entities_monthly_budget_id: formatMonthlyBudgetId(monthKey, planId),
+            entities_subcategory_id: categoryId,
+            budgeted: 0,
+        };
+        await syncWrite(planId, {
+            be_subcategories: [categoryEntry],
+            be_monthly_subcategory_budgets: [budgetEntry],
+        }, serverKnowledge);
+        return { category: mapCategory(categoryEntry) };
+    },
+});
+//# sourceMappingURL=create-category.js.map

package/dist/tools/create-category.js.map

@@ -0,0 +1 @@
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package/dist/tools/create-transaction.d.ts

@@ -31,7 +31,6 @@ export declare const createTransaction: 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;
@@ -39,7 +38,8 @@ export declare const createTransaction: 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/create-transaction.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"create-transaction.d.ts","sourceRoot":"","sources":["../../src/tools/create-transaction.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAaxB,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;kBAoG5B,CAAC"}

package/dist/tools/create-transaction.js

@@ -1,7 +1,7 @@
 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';
 export const createTransaction = defineTool({
     name: 'create_transaction',
     displayName: 'Create Transaction',
@@ -28,30 +28,71 @@ export const createTransaction = defineTool({
     }),
     handle: async (params) => {
         const planId = getPlanId();
-        const milliunits = Math.round(params.amount * 1000);
+        const milliunits = toMilliunits(params.amount);
         const txId = crypto.randomUUID();
-        const transaction = {
-            id: txId,
-            entities_account_id: params.account_id,
-            date: params.date,
-            amount: milliunits,
-            cleared: params.cleared ?? 'uncleared',
-            approved: params.approved ?? true,
-            memo: params.memo ?? null,
-            flag_color: params.flag_color ?? null,
-            entities_payee_id: params.payee_id ?? null,
-            payee_name: params.payee_name ?? null,
-            entities_subcategory_id: params.category_id ?? null,
-            is_tombstone: false,
-        };
-        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 changedEntities = {};
+        let payeeId = params.payee_id ?? null;
+        if (!payeeId && params.payee_name) {
+            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: txId,
+                be_transaction: {
+                    id: txId,
+                    is_tombstone: false,
+                    entities_account_id: params.account_id,
+                    entities_payee_id: payeeId,
+                    entities_subcategory_id: params.category_id ?? null,
+                    entities_scheduled_transaction_id: null,
+                    date: params.date,
+                    date_entered_from_schedule: null,
+                    amount: milliunits,
+                    // cash_amount and credit_amount are server-computed splits the account
+                    // type determines. Captured from a credit card account create where
+                    // YNAB's UI sent zeros and the server populated them on response —
+                    // not yet verified for cash/checking accounts but likely the same
+                    // pattern.
+                    cash_amount: 0,
+                    credit_amount: 0,
+                    credit_amount_adjusted: 0,
+                    subcategory_credit_amount_preceding: 0,
+                    memo: params.memo ?? null,
+                    cleared: CLEARED_MAP[params.cleared ?? 'uncleared'],
+                    // YNAB's wire format calls this "accepted"; the public tool surface uses "approved".
+                    accepted: params.approved ?? true,
+                    check_number: null,
+                    flag: params.flag_color ? FLAG_MAP[params.flag_color] : null,
+                    transfer_account_id: null,
+                    transfer_transaction_id: null,
+                    transfer_subtransaction_id: null,
+                    matched_transaction_id: null,
+                    ynab_id: null,
+                    // Import-related fields are only populated by bank-feed imports, not manual entry.
+                    imported_payee: null,
+                    imported_date: null,
+                    original_imported_payee: null,
+                    provider_cleansed_payee: null,
+                    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 === txId);
         if (!saved) {
             throw ToolError.internal('Transaction was created but no data was returned');
         }
-        return { transaction: mapTransaction(saved) };
+        return { transaction: mapTransaction(saved, lookups) };
     },
 });
 //# sourceMappingURL=create-transaction.js.map

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

@@ -1 +1 @@
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package/dist/tools/delete-category-group.d.ts

@@ -0,0 +1,8 @@
+import { z } from 'zod';
+export declare const deleteCategoryGroup: import("@opentabs-dev/plugin-sdk").ToolDefinition<z.ZodObject<{
+    group_id: z.ZodString;
+}, z.core.$strip>, z.ZodObject<{
+    success: z.ZodBoolean;
+    deleted_category_count: z.ZodNumber;
+}, z.core.$strip>>;
+//# sourceMappingURL=delete-category-group.d.ts.map

package/dist/tools/delete-category-group.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"delete-category-group.d.ts","sourceRoot":"","sources":["../../src/tools/delete-category-group.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAKxB,eAAO,MAAM,mBAAmB;;;;;kBAuC9B,CAAC"}

package/dist/tools/delete-category-group.js

@@ -0,0 +1,33 @@
+import { defineTool } from '@opentabs-dev/plugin-sdk';
+import { z } from 'zod';
+import { getPlanId, syncBudget, syncWrite } from '../ynab-api.js';
+import { assertCategoryGroupDeletable, findCategoryGroup, notTombstone } from './schemas.js';
+export const deleteCategoryGroup = defineTool({
+    name: 'delete_category_group',
+    displayName: 'Delete Category Group',
+    description: 'Delete a category group and all of its child categories from the active YNAB plan. This is a soft delete (tombstone). Internal/non-deletable groups (Credit Card Payments, Hidden Categories, Internal Master Category) cannot be deleted.',
+    summary: 'Delete a category group and its children',
+    icon: 'folder-x',
+    group: 'Categories',
+    input: z.object({
+        group_id: z.string().min(1).describe('Category group ID to delete'),
+    }),
+    output: z.object({
+        success: z.boolean(),
+        deleted_category_count: z.number().describe('Number of child categories that were also tombstoned'),
+    }),
+    handle: async (params) => {
+        const planId = getPlanId();
+        const budget = await syncBudget(planId);
+        const serverKnowledge = budget.current_server_knowledge ?? 0;
+        const group = findCategoryGroup(budget.changed_entities, params.group_id);
+        assertCategoryGroupDeletable(group);
+        const childCategories = (budget.changed_entities?.be_subcategories ?? []).filter(c => c.entities_master_category_id === params.group_id && notTombstone(c));
+        await syncWrite(planId, {
+            be_master_categories: [{ ...group, is_tombstone: true }],
+            be_subcategories: childCategories.map(c => ({ ...c, is_tombstone: true })),
+        }, serverKnowledge);
+        return { success: true, deleted_category_count: childCategories.length };
+    },
+});
+//# sourceMappingURL=delete-category-group.js.map

package/dist/tools/delete-category-group.js.map

@@ -0,0 +1 @@
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package/dist/tools/delete-category.d.ts

@@ -0,0 +1,7 @@
+import { z } from 'zod';
+export declare const deleteCategory: import("@opentabs-dev/plugin-sdk").ToolDefinition<z.ZodObject<{
+    category_id: z.ZodString;
+}, z.core.$strip>, z.ZodObject<{
+    success: z.ZodBoolean;
+}, z.core.$strip>>;
+//# sourceMappingURL=delete-category.d.ts.map

package/dist/tools/delete-category.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"delete-category.d.ts","sourceRoot":"","sources":["../../src/tools/delete-category.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAKxB,eAAO,MAAM,cAAc;;;;kBA8BzB,CAAC"}

package/dist/tools/delete-category.js

@@ -0,0 +1,28 @@
+import { defineTool } from '@opentabs-dev/plugin-sdk';
+import { z } from 'zod';
+import { getPlanId, syncBudget, syncWrite } from '../ynab-api.js';
+import { assertCategoryDeletable, findCategory } from './schemas.js';
+export const deleteCategory = defineTool({
+    name: 'delete_category',
+    displayName: 'Delete Category',
+    description: 'Delete a category from the active YNAB plan. This is a soft delete (tombstone). Existing transactions assigned to this category remain in place but the category will no longer appear in budget views.',
+    summary: 'Delete a category',
+    icon: 'trash-2',
+    group: 'Categories',
+    input: z.object({
+        category_id: z.string().min(1).describe('Category ID to delete'),
+    }),
+    output: z.object({
+        success: z.boolean(),
+    }),
+    handle: async (params) => {
+        const planId = getPlanId();
+        const budget = await syncBudget(planId);
+        const serverKnowledge = budget.current_server_knowledge ?? 0;
+        const existing = findCategory(budget.changed_entities, params.category_id);
+        assertCategoryDeletable(existing);
+        await syncWrite(planId, { be_subcategories: [{ ...existing, is_tombstone: true }] }, serverKnowledge);
+        return { success: true };
+    },
+});
+//# sourceMappingURL=delete-category.js.map

package/dist/tools/delete-category.js.map

@@ -0,0 +1 @@
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package/dist/tools/delete-transaction.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"delete-transaction.d.ts","sourceRoot":"","sources":["../../src/tools/delete-transaction.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAGxB,eAAO,MAAM,iBAAiB;;;;;kBA6B5B,CAAC"}
+{"version":3,"file":"delete-transaction.d.ts","sourceRoot":"","sources":["../../src/tools/delete-transaction.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAIxB,eAAO,MAAM,iBAAiB;;;;;kBAqD5B,CAAC"}

package/dist/tools/delete-transaction.js

@@ -1,10 +1,10 @@
-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 { getPlanId, syncBudget, syncWrite } from '../ynab-api.js';
 export const deleteTransaction = defineTool({
     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',
@@ -17,15 +17,30 @@ export const deleteTransaction = defineTool({
     }),
     handle: async (params) => {
         const planId = getPlanId();
+        const budget = await syncBudget(planId);
+        const serverKnowledge = budget.current_server_knowledge ?? 0;
+        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 delete transfer transactions — delete them in YNAB directly.');
+        }
+        // YNAB rejects minimal payloads here with 400 — the full transaction shape
+        // is required even for tombstoning. Verified by capturing the YNAB UI's
+        // own delete request and reproducing the failure with a partial payload.
         await syncWrite(planId, {
-            be_transactions: [
+            be_transaction_groups: [
                 {
                     id: params.transaction_id,
-                    entities_account_id: params.account_id,
-                    is_tombstone: true,
+                    be_transaction: {
+                        ...existing,
+                        is_tombstone: true,
+                    },
+                    be_subtransactions: null,
                 },
             ],
-        });
+        }, serverKnowledge);
         return { success: true };
     },
 });

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

@@ -1 +1 @@
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package/dist/tools/get-account.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"get-account.d.ts","sourceRoot":"","sources":["../../src/tools/get-account.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAUxB,eAAO,MAAM,UAAU;;;;;;;;;;;;;;;kBA6BrB,CAAC"}
+{"version":3,"file":"get-account.d.ts","sourceRoot":"","sources":["../../src/tools/get-account.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAKxB,eAAO,MAAM,UAAU;;;;;;;;;;;;;;;kBA6BrB,CAAC"}

package/dist/tools/get-account.js

@@ -1,7 +1,7 @@
 import { defineTool, ToolError } from '@opentabs-dev/plugin-sdk';
 import { z } from 'zod';
-import { syncBudget, getPlanId } from '../ynab-api.js';
-import { accountSchema, mapAccount } from './schemas.js';
+import { getPlanId, syncBudget } from '../ynab-api.js';
+import { accountSchema, buildAccountCalcMap, mapAccount } from './schemas.js';
 export const getAccount = defineTool({
     name: 'get_account',
     displayName: 'Get Account',
@@ -20,7 +20,7 @@ export const getAccount = defineTool({
         const result = await syncBudget(planId);
         const entities = result.changed_entities;
         const raw = entities?.be_accounts ?? [];
-        const calcMap = new Map((entities?.be_account_calculations ?? []).map(c => [c.entities_account_id, c]));
+        const calcMap = buildAccountCalcMap(entities ?? {});
         const account = raw.find(a => a.id === params.account_id && !a.is_tombstone);
         if (!account) {
             throw ToolError.notFound(`Account not found: ${params.account_id}`);