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

package/dist/tools/snooze-category-goal.js

@@ -0,0 +1,53 @@
+import { defineTool, ToolError } from '@opentabs-dev/plugin-sdk';
+import { z } from 'zod';
+import { getPlanId, syncBudget, syncWrite } from '../ynab-api.js';
+import { findCategory, formatMonthlyBudgetId, formatSubcategoryBudgetId, notTombstone, toMonthKey } from './schemas.js';
+export const snoozeCategoryGoal = defineTool({
+    name: 'snooze_category_goal',
+    displayName: 'Snooze Category Goal',
+    description: 'Snooze a category goal for a specific month so it does not appear as needing funding for that month. Pass snooze=false to un-snooze.',
+    summary: 'Snooze a category goal for a month',
+    icon: 'bell-off',
+    group: 'Categories',
+    input: z.object({
+        category_id: z.string().min(1).describe('Category ID whose goal to snooze'),
+        month: z
+            .string()
+            .regex(/^\d{4}-\d{2}(-\d{2})?$/, 'Month must be YYYY-MM or YYYY-MM-DD')
+            .describe('Month in YYYY-MM format (e.g. 2026-04)'),
+        snooze: z.boolean().optional().describe('true to snooze (default), false to un-snooze'),
+    }),
+    output: z.object({
+        success: z.boolean(),
+        snoozed_at: z.string().nullable().describe('ISO timestamp the goal was snoozed at, or null if un-snoozed'),
+    }),
+    handle: async (params) => {
+        const planId = getPlanId();
+        const monthKey = toMonthKey(params.month);
+        const budgetId = formatSubcategoryBudgetId(monthKey, params.category_id);
+        const monthlyBudgetId = formatMonthlyBudgetId(monthKey, planId);
+        const shouldSnooze = params.snooze ?? true;
+        const budget = await syncBudget(planId);
+        const serverKnowledge = budget.current_server_knowledge ?? 0;
+        const category = findCategory(budget.changed_entities, params.category_id);
+        if (!category.goal_type) {
+            throw ToolError.validation(`Category "${category.name}" has no goal to snooze.`);
+        }
+        const existing = (budget.changed_entities?.be_monthly_subcategory_budgets ?? []).find(b => b.id === budgetId && notTombstone(b));
+        const snoozedAt = shouldSnooze ? new Date().toISOString() : null;
+        // Preserve every field on the existing budget row so we don't accidentally
+        // wipe state by sending only the fields we care about.
+        const budgetEntry = {
+            ...(existing ?? {}),
+            id: budgetId,
+            is_tombstone: false,
+            entities_monthly_budget_id: monthlyBudgetId,
+            entities_subcategory_id: params.category_id,
+            budgeted: existing?.budgeted ?? 0,
+            goal_snoozed_at: snoozedAt,
+        };
+        await syncWrite(planId, { be_monthly_subcategory_budgets: [budgetEntry] }, serverKnowledge);
+        return { success: true, snoozed_at: snoozedAt };
+    },
+});
+//# sourceMappingURL=snooze-category-goal.js.map

package/dist/tools/snooze-category-goal.js.map

@@ -0,0 +1 @@
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package/dist/tools/update-category-budget.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"update-category-budget.d.ts","sourceRoot":"","sources":["../../src/tools/update-category-budget.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAiBxB,eAAO,MAAM,oBAAoB;;;;;;;;;;;;;;;;;;;;kBA6E/B,CAAC"}

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

@@ -1,7 +1,7 @@
 import { defineTool } 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, findCategory, 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 $500)'),
     }),
     output: z.object({
@@ -19,32 +22,54 @@ export const updateCategoryBudget = defineTool({
     }),
     handle: async (params) => {
         const planId = getPlanId();
-        const milliunits = Math.round(params.budgeted * 1000);
-        // Month in budget IDs uses YYYY-MM format
-        const monthKey = params.month.substring(0, 7);
-        const budgetId = `mcb/${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 = findCategory(budget.changed_entities, 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

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

@@ -0,0 +1,61 @@
+import { z } from 'zod';
+export declare const updateCategory: import("@opentabs-dev/plugin-sdk").ToolDefinition<z.ZodObject<{
+    category_id: z.ZodString;
+    name: z.ZodOptional<z.ZodString>;
+    group_id: z.ZodOptional<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">>;
+    hidden: z.ZodOptional<z.ZodBoolean>;
+    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=update-category.d.ts.map

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

@@ -0,0 +1 @@
+{"version":3,"file":"update-category.d.ts","sourceRoot":"","sources":["../../src/tools/update-category.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAaxB,eAAO,MAAM,cAAc;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;kBA8CzB,CAAC"}

package/dist/tools/update-category.js

@@ -0,0 +1,46 @@
+import { defineTool, ToolError } from '@opentabs-dev/plugin-sdk';
+import { z } from 'zod';
+import { getPlanId, syncBudget, syncWrite } from '../ynab-api.js';
+import { assertCategoryGroupDeletable, buildGoalFields, categorySchema, findCategory, findCategoryGroup, goalSpecSchema, mapCategory, } from './schemas.js';
+export const updateCategory = defineTool({
+    name: 'update_category',
+    displayName: 'Update Category',
+    description: 'Rename a category, change its group, set/clear its goal, or hide/unhide it. Only specified fields change; omitted fields remain unchanged. Goal types: "set_aside" / "refill" (recurring NEED with optional cadence), "target_balance" (have $X), "target_by_date" (have $X by date), "debt" (recurring debt payment), or "none" to clear an existing goal.',
+    summary: 'Update a category',
+    icon: 'pencil',
+    group: 'Categories',
+    input: z.object({
+        category_id: z.string().min(1).describe('Category ID to update'),
+        name: z.string().min(1).optional().describe('New name'),
+        group_id: z.string().min(1).optional().describe('New parent category group ID (to move the category)'),
+        goal: goalSpecSchema.optional().describe('New goal definition. Pass { type: "none" } to clear the goal.'),
+        hidden: z.boolean().optional().describe('Hide or unhide the category'),
+        note: z.string().optional().describe('New note (pass empty string to clear)'),
+    }),
+    output: z.object({
+        category: categorySchema,
+    }),
+    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);
+        if (params.group_id) {
+            assertCategoryGroupDeletable(findCategoryGroup(budget.changed_entities, params.group_id));
+        }
+        if (params.goal?.type === 'debt' && existing.entities_account_id == null) {
+            throw ToolError.validation('Debt goals can only be set on debt-account categories.');
+        }
+        const updated = {
+            ...existing,
+            name: params.name ?? existing.name,
+            entities_master_category_id: params.group_id ?? existing.entities_master_category_id,
+            is_hidden: params.hidden ?? existing.is_hidden,
+            note: params.note ?? existing.note,
+            ...(params.goal !== undefined ? buildGoalFields(params.goal) : {}),
+        };
+        await syncWrite(planId, { be_subcategories: [updated] }, serverKnowledge);
+        return { category: mapCategory(updated) };
+    },
+});
+//# sourceMappingURL=update-category.js.map

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

@@ -0,0 +1 @@
+{"version":3,"file":"update-category.js","sourceRoot":"","sources":["../../src/tools/update-category.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,UAAU,EAAE,SAAS,EAAE,MAAM,0BAA0B,CAAC;AACjE,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AACxB,OAAO,EAAE,SAAS,EAAE,UAAU,EAAE,SAAS,EAAE,MAAM,gBAAgB,CAAC;AAElE,OAAO,EACL,4BAA4B,EAC5B,eAAe,EACf,cAAc,EACd,YAAY,EACZ,iBAAiB,EACjB,cAAc,EACd,WAAW,GACZ,MAAM,cAAc,CAAC;AAEtB,MAAM,CAAC,MAAM,cAAc,GAAG,UAAU,CAAC;IACvC,IAAI,EAAE,iBAAiB;IACvB,WAAW,EAAE,iBAAiB;IAC9B,WAAW,EACT,6VAA6V;IAC/V,OAAO,EAAE,mBAAmB;IAC5B,IAAI,EAAE,QAAQ;IACd,KAAK,EAAE,YAAY;IACnB,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,WAAW,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,uBAAuB,CAAC;QAChE,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,UAAU,CAAC;QACvD,QAAQ,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,qDAAqD,CAAC;QACtG,IAAI,EAAE,cAAc,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,+DAA+D,CAAC;QACzG,MAAM,EAAE,CAAC,CAAC,OAAO,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,6BAA6B,CAAC;QACtE,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,uCAAuC,CAAC;KAC9E,CAAC;IACF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,QAAQ,EAAE,cAAc;KACzB,CAAC;IACF,MAAM,EAAE,KAAK,EAAC,MAAM,EAAC,EAAE;QACrB,MAAM,MAAM,GAAG,SAAS,EAAE,CAAC;QAE3B,MAAM,MAAM,GAAG,MAAM,UAAU,CAAiB,MAAM,CAAC,CAAC;QACxD,MAAM,eAAe,GAAG,MAAM,CAAC,wBAAwB,IAAI,CAAC,CAAC;QAE7D,MAAM,QAAQ,GAAG,YAAY,CAAC,MAAM,CAAC,gBAAgB,EAAE,MAAM,CAAC,WAAW,CAAC,CAAC;QAC3E,IAAI,MAAM,CAAC,QAAQ,EAAE,CAAC;YACpB,4BAA4B,CAAC,iBAAiB,CAAC,MAAM,CAAC,gBAAgB,EAAE,MAAM,CAAC,QAAQ,CAAC,CAAC,CAAC;QAC5F,CAAC;QACD,IAAI,MAAM,CAAC,IAAI,EAAE,IAAI,KAAK,MAAM,IAAI,QAAQ,CAAC,mBAAmB,IAAI,IAAI,EAAE,CAAC;YACzE,MAAM,SAAS,CAAC,UAAU,CAAC,wDAAwD,CAAC,CAAC;QACvF,CAAC;QAED,MAAM,OAAO,GAAgB;YAC3B,GAAG,QAAQ;YACX,IAAI,EAAE,MAAM,CAAC,IAAI,IAAI,QAAQ,CAAC,IAAI;YAClC,2BAA2B,EAAE,MAAM,CAAC,QAAQ,IAAI,QAAQ,CAAC,2BAA2B;YACpF,SAAS,EAAE,MAAM,CAAC,MAAM,IAAI,QAAQ,CAAC,SAAS;YAC9C,IAAI,EAAE,MAAM,CAAC,IAAI,IAAI,QAAQ,CAAC,IAAI;YAClC,GAAG,CAAC,MAAM,CAAC,IAAI,KAAK,SAAS,CAAC,CAAC,CAAC,eAAe,CAAC,MAAM,CAAC,IAAI,CAAC,CAAC,CAAC,CAAC,EAAE,CAAC;SACnE,CAAC;QAEF,MAAM,SAAS,CAAiB,MAAM,EAAE,EAAE,gBAAgB,EAAE,CAAC,OAAO,CAAC,EAAE,EAAE,eAAe,CAAC,CAAC;QAE1F,OAAO,EAAE,QAAQ,EAAE,WAAW,CAAC,OAAO,CAAC,EAAE,CAAC;IAC5C,CAAC;CACF,CAAC,CAAC"}

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