@opentabs-dev/opentabs-plugin-ynab 0.0.86 → 0.0.87

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (41) hide show
  1. package/dist/adapter.iife.js +447 -24
  2. package/dist/adapter.iife.js.map +4 -4
  3. package/dist/index.d.ts.map +1 -1
  4. package/dist/index.js +12 -0
  5. package/dist/index.js.map +1 -1
  6. package/dist/tools/create-category-group.d.ts +11 -0
  7. package/dist/tools/create-category-group.d.ts.map +1 -0
  8. package/dist/tools/create-category-group.js +37 -0
  9. package/dist/tools/create-category-group.js.map +1 -0
  10. package/dist/tools/create-category.d.ts +59 -0
  11. package/dist/tools/create-category.d.ts.map +1 -0
  12. package/dist/tools/create-category.js +63 -0
  13. package/dist/tools/create-category.js.map +1 -0
  14. package/dist/tools/delete-category-group.d.ts +8 -0
  15. package/dist/tools/delete-category-group.d.ts.map +1 -0
  16. package/dist/tools/delete-category-group.js +33 -0
  17. package/dist/tools/delete-category-group.js.map +1 -0
  18. package/dist/tools/delete-category.d.ts +7 -0
  19. package/dist/tools/delete-category.d.ts.map +1 -0
  20. package/dist/tools/delete-category.js +28 -0
  21. package/dist/tools/delete-category.js.map +1 -0
  22. package/dist/tools/move-category-budget.d.ts.map +1 -1
  23. package/dist/tools/move-category-budget.js +13 -18
  24. package/dist/tools/move-category-budget.js.map +1 -1
  25. package/dist/tools/schemas.d.ts +80 -1
  26. package/dist/tools/schemas.d.ts.map +1 -1
  27. package/dist/tools/schemas.js +238 -4
  28. package/dist/tools/schemas.js.map +1 -1
  29. package/dist/tools/snooze-category-goal.d.ts +10 -0
  30. package/dist/tools/snooze-category-goal.d.ts.map +1 -0
  31. package/dist/tools/snooze-category-goal.js +53 -0
  32. package/dist/tools/snooze-category-goal.js.map +1 -0
  33. package/dist/tools/update-category-budget.d.ts.map +1 -1
  34. package/dist/tools/update-category-budget.js +3 -6
  35. package/dist/tools/update-category-budget.js.map +1 -1
  36. package/dist/tools/update-category.d.ts +61 -0
  37. package/dist/tools/update-category.d.ts.map +1 -0
  38. package/dist/tools/update-category.js +46 -0
  39. package/dist/tools/update-category.js.map +1 -0
  40. package/dist/tools.json +774 -1
  41. package/package.json +3 -3
package/dist/index.d.ts.map CHANGED
@@ -1 +1 @@
1
- {"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;AAmB1D,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,CAwB9B;IAEI,OAAO,IAAI,OAAO,CAAC,OAAO,CAAC;CAIlC;;AAED,wBAAgC"}
1
+ {"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 CHANGED
@@ -1,5 +1,9 @@
1
1
  import { OpenTabsPlugin } from '@opentabs-dev/plugin-sdk';
2
+ import { createCategory } from './tools/create-category.js';
3
+ import { createCategoryGroup } from './tools/create-category-group.js';
2
4
  import { createTransaction } from './tools/create-transaction.js';
5
+ import { deleteCategory } from './tools/delete-category.js';
6
+ import { deleteCategoryGroup } from './tools/delete-category-group.js';
3
7
  import { deleteTransaction } from './tools/delete-transaction.js';
4
8
  import { getAccount } from './tools/get-account.js';
5
9
  import { getCurrentUser } from './tools/get-current-user.js';
@@ -13,6 +17,8 @@ import { listPayees } from './tools/list-payees.js';
13
17
  import { listScheduledTransactions } from './tools/list-scheduled-transactions.js';
14
18
  import { listTransactions } from './tools/list-transactions.js';
15
19
  import { moveCategoryBudget } from './tools/move-category-budget.js';
20
+ import { snoozeCategoryGoal } from './tools/snooze-category-goal.js';
21
+ import { updateCategory } from './tools/update-category.js';
16
22
  import { updateCategoryBudget } from './tools/update-category-budget.js';
17
23
  import { updateTransaction } from './tools/update-transaction.js';
18
24
  import { isAuthenticated, waitForAuth } from './ynab-api.js';
@@ -32,8 +38,14 @@ class YnabPlugin extends OpenTabsPlugin {
32
38
  getAccount,
33
39
  // Categories
34
40
  listCategories,
41
+ createCategory,
42
+ updateCategory,
43
+ deleteCategory,
44
+ createCategoryGroup,
45
+ deleteCategoryGroup,
35
46
  updateCategoryBudget,
36
47
  moveCategoryBudget,
48
+ snoozeCategoryGoal,
37
49
  // Payees
38
50
  listPayees,
39
51
  // Transactions
package/dist/index.js.map CHANGED
@@ -1 +1 @@
1
- {"version":3,"file":"index.js","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,cAAc,EAAE,MAAM,0BAA0B,CAAC;AAC1D,OAAO,EAAE,iBAAiB,EAAE,MAAM,+BAA+B,CAAC;AAClE,OAAO,EAAE,iBAAiB,EAAE,MAAM,+BAA+B,CAAC;AAClE,OAAO,EAAE,UAAU,EAAE,MAAM,wBAAwB,CAAC;AACpD,OAAO,EAAE,cAAc,EAAE,MAAM,6BAA6B,CAAC;AAC7D,OAAO,EAAE,QAAQ,EAAE,MAAM,sBAAsB,CAAC;AAChD,OAAO,EAAE,OAAO,EAAE,MAAM,qBAAqB,CAAC;AAC9C,OAAO,EAAE,cAAc,EAAE,MAAM,4BAA4B,CAAC;AAC5D,OAAO,EAAE,YAAY,EAAE,MAAM,0BAA0B,CAAC;AACxD,OAAO,EAAE,cAAc,EAAE,MAAM,4BAA4B,CAAC;AAC5D,OAAO,EAAE,UAAU,EAAE,MAAM,wBAAwB,CAAC;AACpD,OAAO,EAAE,UAAU,EAAE,MAAM,wBAAwB,CAAC;AACpD,OAAO,EAAE,yBAAyB,EAAE,MAAM,wCAAwC,CAAC;AACnF,OAAO,EAAE,gBAAgB,EAAE,MAAM,8BAA8B,CAAC;AAChE,OAAO,EAAE,kBAAkB,EAAE,MAAM,iCAAiC,CAAC;AACrE,OAAO,EAAE,oBAAoB,EAAE,MAAM,mCAAmC,CAAC;AACzE,OAAO,EAAE,iBAAiB,EAAE,MAAM,+BAA+B,CAAC;AAClE,OAAO,EAAE,eAAe,EAAE,WAAW,EAAE,MAAM,eAAe,CAAC;AAE7D,MAAM,UAAW,SAAQ,cAAc;IAC5B,IAAI,GAAG,MAAM,CAAC;IACd,WAAW,GAAG,8CAA8C,CAAC;IACpD,WAAW,GAAG,MAAM,CAAC;IAC9B,WAAW,GAAG,CAAC,oBAAoB,CAAC,CAAC;IAC5B,QAAQ,GAAG,sBAAsB,CAAC;IAC3C,KAAK,GAAqB;QACjC,UAAU;QACV,cAAc;QACd,QAAQ;QACR,OAAO;QACP,WAAW;QACX,YAAY;QACZ,UAAU;QACV,aAAa;QACb,cAAc;QACd,oBAAoB;QACpB,kBAAkB;QAClB,SAAS;QACT,UAAU;QACV,eAAe;QACf,gBAAgB;QAChB,cAAc;QACd,iBAAiB;QACjB,iBAAiB;QACjB,iBAAiB;QACjB,yBAAyB;QACzB,SAAS;QACT,UAAU;QACV,QAAQ;KACT,CAAC;IAEF,KAAK,CAAC,OAAO;QACX,IAAI,eAAe,EAAE;YAAE,OAAO,IAAI,CAAC;QACnC,OAAO,WAAW,EAAE,CAAC;IACvB,CAAC;CACF;AAED,eAAe,IAAI,UAAU,EAAE,CAAC"}
1
+ {"version":3,"file":"index.js","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,cAAc,EAAE,MAAM,0BAA0B,CAAC;AAC1D,OAAO,EAAE,cAAc,EAAE,MAAM,4BAA4B,CAAC;AAC5D,OAAO,EAAE,mBAAmB,EAAE,MAAM,kCAAkC,CAAC;AACvE,OAAO,EAAE,iBAAiB,EAAE,MAAM,+BAA+B,CAAC;AAClE,OAAO,EAAE,cAAc,EAAE,MAAM,4BAA4B,CAAC;AAC5D,OAAO,EAAE,mBAAmB,EAAE,MAAM,kCAAkC,CAAC;AACvE,OAAO,EAAE,iBAAiB,EAAE,MAAM,+BAA+B,CAAC;AAClE,OAAO,EAAE,UAAU,EAAE,MAAM,wBAAwB,CAAC;AACpD,OAAO,EAAE,cAAc,EAAE,MAAM,6BAA6B,CAAC;AAC7D,OAAO,EAAE,QAAQ,EAAE,MAAM,sBAAsB,CAAC;AAChD,OAAO,EAAE,OAAO,EAAE,MAAM,qBAAqB,CAAC;AAC9C,OAAO,EAAE,cAAc,EAAE,MAAM,4BAA4B,CAAC;AAC5D,OAAO,EAAE,YAAY,EAAE,MAAM,0BAA0B,CAAC;AACxD,OAAO,EAAE,cAAc,EAAE,MAAM,4BAA4B,CAAC;AAC5D,OAAO,EAAE,UAAU,EAAE,MAAM,wBAAwB,CAAC;AACpD,OAAO,EAAE,UAAU,EAAE,MAAM,wBAAwB,CAAC;AACpD,OAAO,EAAE,yBAAyB,EAAE,MAAM,wCAAwC,CAAC;AACnF,OAAO,EAAE,gBAAgB,EAAE,MAAM,8BAA8B,CAAC;AAChE,OAAO,EAAE,kBAAkB,EAAE,MAAM,iCAAiC,CAAC;AACrE,OAAO,EAAE,kBAAkB,EAAE,MAAM,iCAAiC,CAAC;AACrE,OAAO,EAAE,cAAc,EAAE,MAAM,4BAA4B,CAAC;AAC5D,OAAO,EAAE,oBAAoB,EAAE,MAAM,mCAAmC,CAAC;AACzE,OAAO,EAAE,iBAAiB,EAAE,MAAM,+BAA+B,CAAC;AAClE,OAAO,EAAE,eAAe,EAAE,WAAW,EAAE,MAAM,eAAe,CAAC;AAE7D,MAAM,UAAW,SAAQ,cAAc;IAC5B,IAAI,GAAG,MAAM,CAAC;IACd,WAAW,GAAG,8CAA8C,CAAC;IACpD,WAAW,GAAG,MAAM,CAAC;IAC9B,WAAW,GAAG,CAAC,oBAAoB,CAAC,CAAC;IAC5B,QAAQ,GAAG,sBAAsB,CAAC;IAC3C,KAAK,GAAqB;QACjC,UAAU;QACV,cAAc;QACd,QAAQ;QACR,OAAO;QACP,WAAW;QACX,YAAY;QACZ,UAAU;QACV,aAAa;QACb,cAAc;QACd,cAAc;QACd,cAAc;QACd,cAAc;QACd,mBAAmB;QACnB,mBAAmB;QACnB,oBAAoB;QACpB,kBAAkB;QAClB,kBAAkB;QAClB,SAAS;QACT,UAAU;QACV,eAAe;QACf,gBAAgB;QAChB,cAAc;QACd,iBAAiB;QACjB,iBAAiB;QACjB,iBAAiB;QACjB,yBAAyB;QACzB,SAAS;QACT,UAAU;QACV,QAAQ;KACT,CAAC;IAEF,KAAK,CAAC,OAAO;QACX,IAAI,eAAe,EAAE;YAAE,OAAO,IAAI,CAAC;QACnC,OAAO,WAAW,EAAE,CAAC;IACvB,CAAC;CACF;AAED,eAAe,IAAI,UAAU,EAAE,CAAC"}
package/dist/tools/create-category-group.d.ts ADDED
@@ -0,0 +1,11 @@
1
+ import { z } from 'zod';
2
+ export declare const createCategoryGroup: import("@opentabs-dev/plugin-sdk").ToolDefinition<z.ZodObject<{
3
+ name: z.ZodString;
4
+ }, z.core.$strip>, z.ZodObject<{
5
+ group: z.ZodObject<{
6
+ id: z.ZodString;
7
+ name: z.ZodString;
8
+ hidden: z.ZodBoolean;
9
+ }, z.core.$strip>;
10
+ }, z.core.$strip>>;
11
+ //# sourceMappingURL=create-category-group.d.ts.map
package/dist/tools/create-category-group.d.ts.map ADDED
@@ -0,0 +1 @@
1
+ {"version":3,"file":"create-category-group.d.ts","sourceRoot":"","sources":["../../src/tools/create-category-group.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAKxB,eAAO,MAAM,mBAAmB;;;;;;;;kBAmC9B,CAAC"}
package/dist/tools/create-category-group.js ADDED
@@ -0,0 +1,37 @@
1
+ import { defineTool } from '@opentabs-dev/plugin-sdk';
2
+ import { z } from 'zod';
3
+ import { getPlanId, syncBudget, syncWrite } from '../ynab-api.js';
4
+ import { categoryGroupSchema, mapCategoryGroup, nextTopSortableIndex } from './schemas.js';
5
+ export const createCategoryGroup = defineTool({
6
+ name: 'create_category_group',
7
+ displayName: 'Create Category Group',
8
+ description: 'Create a new category group in the active YNAB plan.',
9
+ summary: 'Create a category group',
10
+ icon: 'folder-plus',
11
+ group: 'Categories',
12
+ input: z.object({
13
+ name: z.string().min(1).describe('Name of the new category group'),
14
+ }),
15
+ output: z.object({
16
+ group: categoryGroupSchema,
17
+ }),
18
+ handle: async (params) => {
19
+ const planId = getPlanId();
20
+ const groupId = crypto.randomUUID();
21
+ const budget = await syncBudget(planId);
22
+ const serverKnowledge = budget.current_server_knowledge ?? 0;
23
+ const groupEntry = {
24
+ id: groupId,
25
+ is_tombstone: false,
26
+ internal_name: '',
27
+ deletable: true,
28
+ sortable_index: nextTopSortableIndex(budget.changed_entities?.be_master_categories ?? []),
29
+ name: params.name,
30
+ note: '',
31
+ is_hidden: false,
32
+ };
33
+ await syncWrite(planId, { be_master_categories: [groupEntry] }, serverKnowledge);
34
+ return { group: mapCategoryGroup(groupEntry) };
35
+ },
36
+ });
37
+ //# sourceMappingURL=create-category-group.js.map
package/dist/tools/create-category-group.js.map ADDED
@@ -0,0 +1 @@
1
+ {"version":3,"file":"create-category-group.js","sourceRoot":"","sources":["../../src/tools/create-category-group.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,UAAU,EAAE,MAAM,0BAA0B,CAAC;AACtD,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AACxB,OAAO,EAAE,SAAS,EAAE,UAAU,EAAE,SAAS,EAAE,MAAM,gBAAgB,CAAC;AAElE,OAAO,EAAE,mBAAmB,EAAE,gBAAgB,EAAE,oBAAoB,EAAE,MAAM,cAAc,CAAC;AAE3F,MAAM,CAAC,MAAM,mBAAmB,GAAG,UAAU,CAAC;IAC5C,IAAI,EAAE,uBAAuB;IAC7B,WAAW,EAAE,uBAAuB;IACpC,WAAW,EAAE,sDAAsD;IACnE,OAAO,EAAE,yBAAyB;IAClC,IAAI,EAAE,aAAa;IACnB,KAAK,EAAE,YAAY;IACnB,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,gCAAgC,CAAC;KACnE,CAAC;IACF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,KAAK,EAAE,mBAAmB;KAC3B,CAAC;IACF,MAAM,EAAE,KAAK,EAAC,MAAM,EAAC,EAAE;QACrB,MAAM,MAAM,GAAG,SAAS,EAAE,CAAC;QAC3B,MAAM,OAAO,GAAG,MAAM,CAAC,UAAU,EAAE,CAAC;QAEpC,MAAM,MAAM,GAAG,MAAM,UAAU,CAAiB,MAAM,CAAC,CAAC;QACxD,MAAM,eAAe,GAAG,MAAM,CAAC,wBAAwB,IAAI,CAAC,CAAC;QAE7D,MAAM,UAAU,GAAqB;YACnC,EAAE,EAAE,OAAO;YACX,YAAY,EAAE,KAAK;YACnB,aAAa,EAAE,EAAE;YACjB,SAAS,EAAE,IAAI;YACf,cAAc,EAAE,oBAAoB,CAAC,MAAM,CAAC,gBAAgB,EAAE,oBAAoB,IAAI,EAAE,CAAC;YACzF,IAAI,EAAE,MAAM,CAAC,IAAI;YACjB,IAAI,EAAE,EAAE;YACR,SAAS,EAAE,KAAK;SACjB,CAAC;QAEF,MAAM,SAAS,CAAiB,MAAM,EAAE,EAAE,oBAAoB,EAAE,CAAC,UAAU,CAAC,EAAE,EAAE,eAAe,CAAC,CAAC;QAEjG,OAAO,EAAE,KAAK,EAAE,gBAAgB,CAAC,UAAU,CAAC,EAAE,CAAC;IACjD,CAAC;CACF,CAAC,CAAC"}
package/dist/tools/create-category.d.ts ADDED
@@ -0,0 +1,59 @@
1
+ import { z } from 'zod';
2
+ export declare const createCategory: import("@opentabs-dev/plugin-sdk").ToolDefinition<z.ZodObject<{
3
+ group_id: z.ZodString;
4
+ name: z.ZodString;
5
+ goal: z.ZodOptional<z.ZodDiscriminatedUnion<[z.ZodObject<{
6
+ target: z.ZodNumber;
7
+ cadence: z.ZodOptional<z.ZodEnum<{
8
+ weekly: "weekly";
9
+ monthly: "monthly";
10
+ yearly: "yearly";
11
+ }>>;
12
+ every: z.ZodOptional<z.ZodNumber>;
13
+ day: z.ZodOptional<z.ZodNumber>;
14
+ start_date: z.ZodOptional<z.ZodString>;
15
+ type: z.ZodLiteral<"set_aside">;
16
+ }, z.core.$strict>, z.ZodObject<{
17
+ target: z.ZodNumber;
18
+ cadence: z.ZodOptional<z.ZodEnum<{
19
+ weekly: "weekly";
20
+ monthly: "monthly";
21
+ yearly: "yearly";
22
+ }>>;
23
+ every: z.ZodOptional<z.ZodNumber>;
24
+ day: z.ZodOptional<z.ZodNumber>;
25
+ start_date: z.ZodOptional<z.ZodString>;
26
+ type: z.ZodLiteral<"refill">;
27
+ }, z.core.$strict>, z.ZodObject<{
28
+ type: z.ZodLiteral<"target_balance">;
29
+ target: z.ZodNumber;
30
+ }, z.core.$strict>, z.ZodObject<{
31
+ type: z.ZodLiteral<"target_by_date">;
32
+ target: z.ZodNumber;
33
+ date: z.ZodString;
34
+ }, z.core.$strict>, z.ZodObject<{
35
+ type: z.ZodLiteral<"debt">;
36
+ target: z.ZodNumber;
37
+ day: z.ZodOptional<z.ZodNumber>;
38
+ }, z.core.$strict>, z.ZodObject<{
39
+ type: z.ZodLiteral<"none">;
40
+ }, z.core.$strict>], "type">>;
41
+ note: z.ZodOptional<z.ZodString>;
42
+ }, z.core.$strip>, z.ZodObject<{
43
+ category: z.ZodObject<{
44
+ id: z.ZodString;
45
+ category_group_id: z.ZodString;
46
+ name: z.ZodString;
47
+ hidden: z.ZodBoolean;
48
+ budgeted: z.ZodString;
49
+ activity: z.ZodString;
50
+ balance: z.ZodString;
51
+ budgeted_milliunits: z.ZodNumber;
52
+ activity_milliunits: z.ZodNumber;
53
+ balance_milliunits: z.ZodNumber;
54
+ goal_type: z.ZodString;
55
+ goal_target: z.ZodString;
56
+ goal_percentage_complete: z.ZodNumber;
57
+ }, z.core.$strip>;
58
+ }, z.core.$strip>>;
59
+ //# sourceMappingURL=create-category.d.ts.map
package/dist/tools/create-category.d.ts.map ADDED
@@ -0,0 +1 @@
1
+ {"version":3,"file":"create-category.d.ts","sourceRoot":"","sources":["../../src/tools/create-category.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAiBxB,eAAO,MAAM,cAAc;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;kBAuEzB,CAAC"}
package/dist/tools/create-category.js ADDED
@@ -0,0 +1,63 @@
1
+ import { defineTool, ToolError } from '@opentabs-dev/plugin-sdk';
2
+ import { z } from 'zod';
3
+ import { getPlanId, syncBudget, syncWrite } from '../ynab-api.js';
4
+ import { assertCategoryGroupDeletable, buildGoalFields, CATEGORY_TYPE_DEFAULT, categorySchema, currentMonthKey, findCategoryGroup, formatMonthlyBudgetId, formatSubcategoryBudgetId, goalSpecSchema, mapCategory, nextTopSortableIndex, } from './schemas.js';
5
+ export const createCategory = defineTool({
6
+ name: 'create_category',
7
+ displayName: 'Create Category',
8
+ 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.',
9
+ summary: 'Create a new budget category',
10
+ icon: 'plus',
11
+ group: 'Categories',
12
+ input: z.object({
13
+ group_id: z.string().min(1).describe('Category group ID to create the category in'),
14
+ name: z.string().min(1).describe('Name of the new category'),
15
+ goal: goalSpecSchema.optional().describe('Optional initial goal for the category'),
16
+ note: z.string().optional().describe('Optional note for the category'),
17
+ }),
18
+ output: z.object({
19
+ category: categorySchema,
20
+ }),
21
+ handle: async (params) => {
22
+ if (params.goal?.type === 'debt') {
23
+ throw ToolError.validation('Debt goals can only be set on debt-account categories.');
24
+ }
25
+ const planId = getPlanId();
26
+ const categoryId = crypto.randomUUID();
27
+ const budget = await syncBudget(planId);
28
+ const serverKnowledge = budget.current_server_knowledge ?? 0;
29
+ assertCategoryGroupDeletable(findCategoryGroup(budget.changed_entities, params.group_id));
30
+ const childCategories = (budget.changed_entities?.be_subcategories ?? []).filter(c => c.entities_master_category_id === params.group_id);
31
+ const monthKey = currentMonthKey();
32
+ const categoryEntry = {
33
+ id: categoryId,
34
+ is_tombstone: false,
35
+ entities_master_category_id: params.group_id,
36
+ entities_account_id: null,
37
+ internal_name: null,
38
+ sortable_index: nextTopSortableIndex(childCategories, 5),
39
+ name: params.name,
40
+ type: CATEGORY_TYPE_DEFAULT,
41
+ note: params.note ?? null,
42
+ monthly_funding: 0,
43
+ is_hidden: false,
44
+ pinned_index: null,
45
+ pinned_goal_index: null,
46
+ ...buildGoalFields(params.goal),
47
+ };
48
+ // YNAB's UI also creates a current-month budget row alongside the category.
49
+ const budgetEntry = {
50
+ id: formatSubcategoryBudgetId(monthKey, categoryId),
51
+ is_tombstone: false,
52
+ entities_monthly_budget_id: formatMonthlyBudgetId(monthKey, planId),
53
+ entities_subcategory_id: categoryId,
54
+ budgeted: 0,
55
+ };
56
+ await syncWrite(planId, {
57
+ be_subcategories: [categoryEntry],
58
+ be_monthly_subcategory_budgets: [budgetEntry],
59
+ }, serverKnowledge);
60
+ return { category: mapCategory(categoryEntry) };
61
+ },
62
+ });
63
+ //# sourceMappingURL=create-category.js.map
package/dist/tools/create-category.js.map ADDED
@@ -0,0 +1 @@
1
+ {"version":3,"file":"create-category.js","sourceRoot":"","sources":["../../src/tools/create-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,qBAAqB,EACrB,cAAc,EACd,eAAe,EACf,iBAAiB,EACjB,qBAAqB,EACrB,yBAAyB,EACzB,cAAc,EACd,WAAW,EACX,oBAAoB,GACrB,MAAM,cAAc,CAAC;AAEtB,MAAM,CAAC,MAAM,cAAc,GAAG,UAAU,CAAC;IACvC,IAAI,EAAE,iBAAiB;IACvB,WAAW,EAAE,iBAAiB;IAC9B,WAAW,EACT,wcAAwc;IAC1c,OAAO,EAAE,8BAA8B;IACvC,IAAI,EAAE,MAAM;IACZ,KAAK,EAAE,YAAY;IACnB,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,QAAQ,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,6CAA6C,CAAC;QACnF,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,0BAA0B,CAAC;QAC5D,IAAI,EAAE,cAAc,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,wCAAwC,CAAC;QAClF,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,gCAAgC,CAAC;KACvE,CAAC;IACF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,QAAQ,EAAE,cAAc;KACzB,CAAC;IACF,MAAM,EAAE,KAAK,EAAC,MAAM,EAAC,EAAE;QACrB,IAAI,MAAM,CAAC,IAAI,EAAE,IAAI,KAAK,MAAM,EAAE,CAAC;YACjC,MAAM,SAAS,CAAC,UAAU,CAAC,wDAAwD,CAAC,CAAC;QACvF,CAAC;QAED,MAAM,MAAM,GAAG,SAAS,EAAE,CAAC;QAC3B,MAAM,UAAU,GAAG,MAAM,CAAC,UAAU,EAAE,CAAC;QAEvC,MAAM,MAAM,GAAG,MAAM,UAAU,CAAiB,MAAM,CAAC,CAAC;QACxD,MAAM,eAAe,GAAG,MAAM,CAAC,wBAAwB,IAAI,CAAC,CAAC;QAE7D,4BAA4B,CAAC,iBAAiB,CAAC,MAAM,CAAC,gBAAgB,EAAE,MAAM,CAAC,QAAQ,CAAC,CAAC,CAAC;QAE1F,MAAM,eAAe,GAAG,CAAC,MAAM,CAAC,gBAAgB,EAAE,gBAAgB,IAAI,EAAE,CAAC,CAAC,MAAM,CAC9E,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,2BAA2B,KAAK,MAAM,CAAC,QAAQ,CACvD,CAAC;QACF,MAAM,QAAQ,GAAG,eAAe,EAAE,CAAC;QACnC,MAAM,aAAa,GAAgB;YACjC,EAAE,EAAE,UAAU;YACd,YAAY,EAAE,KAAK;YACnB,2BAA2B,EAAE,MAAM,CAAC,QAAQ;YAC5C,mBAAmB,EAAE,IAAI;YACzB,aAAa,EAAE,IAAI;YACnB,cAAc,EAAE,oBAAoB,CAAC,eAAe,EAAE,CAAC,CAAC;YACxD,IAAI,EAAE,MAAM,CAAC,IAAI;YACjB,IAAI,EAAE,qBAAqB;YAC3B,IAAI,EAAE,MAAM,CAAC,IAAI,IAAI,IAAI;YACzB,eAAe,EAAE,CAAC;YAClB,SAAS,EAAE,KAAK;YAChB,YAAY,EAAE,IAAI;YAClB,iBAAiB,EAAE,IAAI;YACvB,GAAG,eAAe,CAAC,MAAM,CAAC,IAAI,CAAC;SAChC,CAAC;QAEF,4EAA4E;QAC5E,MAAM,WAAW,GAAgC;YAC/C,EAAE,EAAE,yBAAyB,CAAC,QAAQ,EAAE,UAAU,CAAC;YACnD,YAAY,EAAE,KAAK;YACnB,0BAA0B,EAAE,qBAAqB,CAAC,QAAQ,EAAE,MAAM,CAAC;YACnE,uBAAuB,EAAE,UAAU;YACnC,QAAQ,EAAE,CAAC;SACZ,CAAC;QAEF,MAAM,SAAS,CACb,MAAM,EACN;YACE,gBAAgB,EAAE,CAAC,aAAa,CAAC;YACjC,8BAA8B,EAAE,CAAC,WAAW,CAAC;SAC9C,EACD,eAAe,CAChB,CAAC;QAEF,OAAO,EAAE,QAAQ,EAAE,WAAW,CAAC,aAAa,CAAC,EAAE,CAAC;IAClD,CAAC;CACF,CAAC,CAAC"}
package/dist/tools/delete-category-group.d.ts ADDED
@@ -0,0 +1,8 @@
1
+ import { z } from 'zod';
2
+ export declare const deleteCategoryGroup: import("@opentabs-dev/plugin-sdk").ToolDefinition<z.ZodObject<{
3
+ group_id: z.ZodString;
4
+ }, z.core.$strip>, z.ZodObject<{
5
+ success: z.ZodBoolean;
6
+ deleted_category_count: z.ZodNumber;
7
+ }, z.core.$strip>>;
8
+ //# sourceMappingURL=delete-category-group.d.ts.map
package/dist/tools/delete-category-group.d.ts.map ADDED
@@ -0,0 +1 @@
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 ADDED
@@ -0,0 +1,33 @@
1
+ import { defineTool } from '@opentabs-dev/plugin-sdk';
2
+ import { z } from 'zod';
3
+ import { getPlanId, syncBudget, syncWrite } from '../ynab-api.js';
4
+ import { assertCategoryGroupDeletable, findCategoryGroup, notTombstone } from './schemas.js';
5
+ export const deleteCategoryGroup = defineTool({
6
+ name: 'delete_category_group',
7
+ displayName: 'Delete Category Group',
8
+ 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.',
9
+ summary: 'Delete a category group and its children',
10
+ icon: 'folder-x',
11
+ group: 'Categories',
12
+ input: z.object({
13
+ group_id: z.string().min(1).describe('Category group ID to delete'),
14
+ }),
15
+ output: z.object({
16
+ success: z.boolean(),
17
+ deleted_category_count: z.number().describe('Number of child categories that were also tombstoned'),
18
+ }),
19
+ handle: async (params) => {
20
+ const planId = getPlanId();
21
+ const budget = await syncBudget(planId);
22
+ const serverKnowledge = budget.current_server_knowledge ?? 0;
23
+ const group = findCategoryGroup(budget.changed_entities, params.group_id);
24
+ assertCategoryGroupDeletable(group);
25
+ const childCategories = (budget.changed_entities?.be_subcategories ?? []).filter(c => c.entities_master_category_id === params.group_id && notTombstone(c));
26
+ await syncWrite(planId, {
27
+ be_master_categories: [{ ...group, is_tombstone: true }],
28
+ be_subcategories: childCategories.map(c => ({ ...c, is_tombstone: true })),
29
+ }, serverKnowledge);
30
+ return { success: true, deleted_category_count: childCategories.length };
31
+ },
32
+ });
33
+ //# sourceMappingURL=delete-category-group.js.map
package/dist/tools/delete-category-group.js.map ADDED
@@ -0,0 +1 @@
1
+ {"version":3,"file":"delete-category-group.js","sourceRoot":"","sources":["../../src/tools/delete-category-group.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,UAAU,EAAE,MAAM,0BAA0B,CAAC;AACtD,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AACxB,OAAO,EAAE,SAAS,EAAE,UAAU,EAAE,SAAS,EAAE,MAAM,gBAAgB,CAAC;AAElE,OAAO,EAAE,4BAA4B,EAAE,iBAAiB,EAAE,YAAY,EAAE,MAAM,cAAc,CAAC;AAE7F,MAAM,CAAC,MAAM,mBAAmB,GAAG,UAAU,CAAC;IAC5C,IAAI,EAAE,uBAAuB;IAC7B,WAAW,EAAE,uBAAuB;IACpC,WAAW,EACT,4OAA4O;IAC9O,OAAO,EAAE,0CAA0C;IACnD,IAAI,EAAE,UAAU;IAChB,KAAK,EAAE,YAAY;IACnB,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,QAAQ,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,6BAA6B,CAAC;KACpE,CAAC;IACF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,OAAO,EAAE,CAAC,CAAC,OAAO,EAAE;QACpB,sBAAsB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,sDAAsD,CAAC;KACpG,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,KAAK,GAAG,iBAAiB,CAAC,MAAM,CAAC,gBAAgB,EAAE,MAAM,CAAC,QAAQ,CAAC,CAAC;QAC1E,4BAA4B,CAAC,KAAK,CAAC,CAAC;QAEpC,MAAM,eAAe,GAAG,CAAC,MAAM,CAAC,gBAAgB,EAAE,gBAAgB,IAAI,EAAE,CAAC,CAAC,MAAM,CAC9E,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,2BAA2B,KAAK,MAAM,CAAC,QAAQ,IAAI,YAAY,CAAC,CAAC,CAAC,CAC1E,CAAC;QAEF,MAAM,SAAS,CACb,MAAM,EACN;YACE,oBAAoB,EAAE,CAAC,EAAE,GAAG,KAAK,EAAE,YAAY,EAAE,IAAI,EAAE,CAAC;YACxD,gBAAgB,EAAE,eAAe,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,EAAE,GAAG,CAAC,EAAE,YAAY,EAAE,IAAI,EAAE,CAAC,CAAC;SAC3E,EACD,eAAe,CAChB,CAAC;QAEF,OAAO,EAAE,OAAO,EAAE,IAAI,EAAE,sBAAsB,EAAE,eAAe,CAAC,MAAM,EAAE,CAAC;IAC3E,CAAC;CACF,CAAC,CAAC"}
package/dist/tools/delete-category.d.ts ADDED
@@ -0,0 +1,7 @@
1
+ import { z } from 'zod';
2
+ export declare const deleteCategory: import("@opentabs-dev/plugin-sdk").ToolDefinition<z.ZodObject<{
3
+ category_id: z.ZodString;
4
+ }, z.core.$strip>, z.ZodObject<{
5
+ success: z.ZodBoolean;
6
+ }, z.core.$strip>>;
7
+ //# sourceMappingURL=delete-category.d.ts.map
package/dist/tools/delete-category.d.ts.map ADDED
@@ -0,0 +1 @@
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 ADDED
@@ -0,0 +1,28 @@
1
+ import { defineTool } from '@opentabs-dev/plugin-sdk';
2
+ import { z } from 'zod';
3
+ import { getPlanId, syncBudget, syncWrite } from '../ynab-api.js';
4
+ import { assertCategoryDeletable, findCategory } from './schemas.js';
5
+ export const deleteCategory = defineTool({
6
+ name: 'delete_category',
7
+ displayName: 'Delete Category',
8
+ 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.',
9
+ summary: 'Delete a category',
10
+ icon: 'trash-2',
11
+ group: 'Categories',
12
+ input: z.object({
13
+ category_id: z.string().min(1).describe('Category ID to delete'),
14
+ }),
15
+ output: z.object({
16
+ success: z.boolean(),
17
+ }),
18
+ handle: async (params) => {
19
+ const planId = getPlanId();
20
+ const budget = await syncBudget(planId);
21
+ const serverKnowledge = budget.current_server_knowledge ?? 0;
22
+ const existing = findCategory(budget.changed_entities, params.category_id);
23
+ assertCategoryDeletable(existing);
24
+ await syncWrite(planId, { be_subcategories: [{ ...existing, is_tombstone: true }] }, serverKnowledge);
25
+ return { success: true };
26
+ },
27
+ });
28
+ //# sourceMappingURL=delete-category.js.map
package/dist/tools/delete-category.js.map ADDED
@@ -0,0 +1 @@
1
+ {"version":3,"file":"delete-category.js","sourceRoot":"","sources":["../../src/tools/delete-category.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,UAAU,EAAE,MAAM,0BAA0B,CAAC;AACtD,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AACxB,OAAO,EAAE,SAAS,EAAE,UAAU,EAAE,SAAS,EAAE,MAAM,gBAAgB,CAAC;AAElE,OAAO,EAAE,uBAAuB,EAAE,YAAY,EAAE,MAAM,cAAc,CAAC;AAErE,MAAM,CAAC,MAAM,cAAc,GAAG,UAAU,CAAC;IACvC,IAAI,EAAE,iBAAiB;IACvB,WAAW,EAAE,iBAAiB;IAC9B,WAAW,EACT,yMAAyM;IAC3M,OAAO,EAAE,mBAAmB;IAC5B,IAAI,EAAE,SAAS;IACf,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;KACjE,CAAC;IACF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,OAAO,EAAE,CAAC,CAAC,OAAO,EAAE;KACrB,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;QAC7D,MAAM,QAAQ,GAAG,YAAY,CAAC,MAAM,CAAC,gBAAgB,EAAE,MAAM,CAAC,WAAW,CAAC,CAAC;QAC3E,uBAAuB,CAAC,QAAQ,CAAC,CAAC;QAElC,MAAM,SAAS,CACb,MAAM,EACN,EAAE,gBAAgB,EAAE,CAAC,EAAE,GAAG,QAAQ,EAAE,YAAY,EAAE,IAAI,EAAE,CAAC,EAAE,EAC3D,eAAe,CAChB,CAAC;QAEF,OAAO,EAAE,OAAO,EAAE,IAAI,EAAE,CAAC;IAC3B,CAAC;CACF,CAAC,CAAC"}
package/dist/tools/move-category-budget.d.ts.map CHANGED
@@ -1 +1 @@
1
- {"version":3,"file":"move-category-budget.d.ts","sourceRoot":"","sources":["../../src/tools/move-category-budget.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAgBxB,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;kBA2G7B,CAAC"}
1
+ {"version":3,"file":"move-category-budget.d.ts","sourceRoot":"","sources":["../../src/tools/move-category-budget.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAiBxB,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;kBAuG7B,CAAC"}
package/dist/tools/move-category-budget.js CHANGED
@@ -1,7 +1,7 @@
1
- import { defineTool, ToolError } from '@opentabs-dev/plugin-sdk';
1
+ import { defineTool } from '@opentabs-dev/plugin-sdk';
2
2
  import { z } from 'zod';
3
3
  import { getPlanId, getUserId, syncBudget, syncWrite } from '../ynab-api.js';
4
- import { buildSubcategoryBudgetMap, buildSubcategoryCalcMap, categorySchema, formatMonthlyBudgetId, formatSubcategoryBudgetId, MONEY_MOVEMENT_SOURCE, mapCategoryForMonth, notTombstone, toMilliunits, toMonthKey, } from './schemas.js';
4
+ import { buildSubcategoryBudgetMap, buildSubcategoryCalcMap, categorySchema, findCategory, formatMonthlyBudgetId, formatSubcategoryBudgetId, MONEY_MOVEMENT_SOURCE, mapCategoryForMonth, notTombstone, toMilliunits, toMonthKey, } from './schemas.js';
5
5
  export const moveCategoryBudget = defineTool({
6
6
  name: 'move_category_budget',
7
7
  displayName: 'Move Category Budget',
@@ -38,18 +38,13 @@ export const moveCategoryBudget = defineTool({
38
38
  const monthlyBudgetId = formatMonthlyBudgetId(monthKey, planId);
39
39
  const budget = await syncBudget(planId);
40
40
  const serverKnowledge = budget.current_server_knowledge ?? 0;
41
- const subcategories = budget.changed_entities?.be_subcategories ?? [];
42
41
  const existingBudgets = budget.changed_entities?.be_monthly_subcategory_budgets ?? [];
43
- const findCategory = (id) => {
44
- const c = subcategories.find(s => s.id === id && notTombstone(s));
45
- if (!c?.id)
46
- throw ToolError.notFound(`Category not found: ${id}`);
47
- return { ...c, id: c.id };
48
- };
49
- const fromCategory = params.from_category_id ? findCategory(params.from_category_id) : null;
50
- const toCategory = params.to_category_id ? findCategory(params.to_category_id) : null;
51
- const fromBudgetId = fromCategory ? formatSubcategoryBudgetId(monthKey, fromCategory.id) : null;
52
- const toBudgetId = toCategory ? formatSubcategoryBudgetId(monthKey, toCategory.id) : null;
42
+ const fromCategoryId = params.from_category_id;
43
+ const toCategoryId = params.to_category_id;
44
+ const fromCategory = fromCategoryId ? findCategory(budget.changed_entities, fromCategoryId) : null;
45
+ const toCategory = toCategoryId ? findCategory(budget.changed_entities, toCategoryId) : null;
46
+ const fromBudgetId = fromCategoryId ? formatSubcategoryBudgetId(monthKey, fromCategoryId) : null;
47
+ const toBudgetId = toCategoryId ? formatSubcategoryBudgetId(monthKey, toCategoryId) : null;
53
48
  const buildEntry = (categoryId, budgetId, signedDelta) => {
54
49
  const current = existingBudgets.find(b => b.id === budgetId && notTombstone(b))?.budgeted ?? 0;
55
50
  return {
@@ -61,11 +56,11 @@ export const moveCategoryBudget = defineTool({
61
56
  };
62
57
  };
63
58
  const budgetEntries = [];
64
- if (fromCategory && fromBudgetId)
65
- budgetEntries.push(buildEntry(fromCategory.id, fromBudgetId, -milliunits));
66
- if (toCategory && toBudgetId)
67
- budgetEntries.push(buildEntry(toCategory.id, toBudgetId, milliunits));
68
- const source = fromCategory && toCategory ? MONEY_MOVEMENT_SOURCE.MOVEMENT : MONEY_MOVEMENT_SOURCE.ASSIGN;
59
+ if (fromCategoryId && fromBudgetId)
60
+ budgetEntries.push(buildEntry(fromCategoryId, fromBudgetId, -milliunits));
61
+ if (toCategoryId && toBudgetId)
62
+ budgetEntries.push(buildEntry(toCategoryId, toBudgetId, milliunits));
63
+ const source = fromCategoryId && toCategoryId ? MONEY_MOVEMENT_SOURCE.MOVEMENT : MONEY_MOVEMENT_SOURCE.ASSIGN;
69
64
  const result = await syncWrite(planId, {
70
65
  be_monthly_subcategory_budgets: budgetEntries,
71
66
  be_money_movements: [
package/dist/tools/move-category-budget.js.map CHANGED
@@ -1 +1 @@
1
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1
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package/dist/tools/schemas.d.ts CHANGED
@@ -6,6 +6,13 @@ export declare const notTombstone: <T extends {
6
6
  }>(x: T) => x is T & {
7
7
  is_tombstone?: false | undefined;
8
8
  };
9
+ export declare const findCategory: (entities: BudgetEntities | undefined, id: string) => RawCategory;
10
+ export declare const findCategoryGroup: (entities: BudgetEntities | undefined, id: string) => RawCategoryGroup;
11
+ export declare const assertCategoryGroupDeletable: (group: RawCategoryGroup) => void;
12
+ export declare const assertCategoryDeletable: (category: RawCategory) => void;
13
+ export declare const nextTopSortableIndex: (rows: {
14
+ sortable_index?: number;
15
+ }[], step?: number) => number;
9
16
  export declare const userSchema: z.ZodObject<{
10
17
  id: z.ZodString;
11
18
  first_name: z.ZodString;
@@ -151,19 +158,37 @@ export interface RawCategoryGroup {
151
158
  id?: string;
152
159
  name?: string;
153
160
  is_hidden?: boolean | null;
161
+ internal_name?: string | null;
162
+ deletable?: boolean;
163
+ sortable_index?: number;
164
+ note?: string | null;
154
165
  is_tombstone?: boolean;
155
166
  }
156
167
  export interface RawCategory {
157
168
  id?: string;
158
169
  entities_master_category_id?: string;
170
+ entities_account_id?: string | null;
171
+ internal_name?: string | null;
172
+ sortable_index?: number;
159
173
  name?: string;
174
+ type?: string;
160
175
  is_hidden?: boolean | null;
161
176
  budgeted?: number;
162
177
  activity?: number;
163
178
  balance?: number;
164
179
  goal_type?: string | null;
165
180
  goal_target?: number | null;
181
+ goal_target_amount?: number | null;
182
+ goal_target_date?: string | null;
183
+ goal_created_on?: string | null;
184
+ goal_needs_whole_amount?: boolean | null;
185
+ goal_cadence?: number | null;
186
+ goal_cadence_frequency?: number | null;
187
+ goal_day?: number | null;
188
+ monthly_funding?: number | null;
166
189
  goal_percentage_complete?: number | null;
190
+ pinned_index?: number | null;
191
+ pinned_goal_index?: number | null;
167
192
  is_tombstone?: boolean;
168
193
  note?: string | null;
169
194
  }
@@ -229,6 +254,7 @@ export interface RawMonthlySubcategoryBudget {
229
254
  entities_monthly_budget_id?: string;
230
255
  entities_subcategory_id?: string;
231
256
  budgeted?: number;
257
+ goal_snoozed_at?: string | null;
232
258
  is_tombstone?: boolean;
233
259
  }
234
260
  export interface RawMonthlySubcategoryBudgetCalc {
@@ -236,7 +262,6 @@ export interface RawMonthlySubcategoryBudgetCalc {
236
262
  balance?: number;
237
263
  cash_outflows?: number;
238
264
  credit_outflows?: number;
239
- goal_target?: number | null;
240
265
  goal_percentage_complete?: number | null;
241
266
  }
242
267
  export interface RawScheduledTransaction {
@@ -261,12 +286,66 @@ export declare const MONEY_MOVEMENT_SOURCE: {
261
286
  /** Category-to-category transfer. */
262
287
  readonly MOVEMENT: "manual_movement";
263
288
  };
289
+ export declare const GOAL_TYPE: {
290
+ /** "Set aside" or "Refill" — `goal_needs_whole_amount` differentiates. */
291
+ readonly NEED: "NEED";
292
+ /** "Have a balance of" — no date, no cadence. */
293
+ readonly TARGET_BALANCE: "TB";
294
+ /** "Have a balance of by date" — one-shot with `goal_target_date`. */
295
+ readonly TARGET_BY_DATE: "TBD";
296
+ /** Debt payment goals on debt-account categories. */
297
+ readonly DEBT: "DEBT";
298
+ /** Legacy "Monthly Funding". The modern UI no longer creates these but they
299
+ still exist on older categories and the API still honors them. */
300
+ readonly MONTHLY_FUNDING: "MF";
301
+ };
302
+ /** YNAB's default category type for non-credit-card categories. */
303
+ export declare const CATEGORY_TYPE_DEFAULT = "DFT";
264
304
  export declare const toMonthKey: (month: string) => string;
265
305
  export declare const currentMonthKey: () => string;
266
306
  export declare const formatSubcategoryBudgetId: (monthKey: string, categoryId: string) => string;
267
307
  export declare const formatMonthlyBudgetId: (monthKey: string, planId: string) => string;
268
308
  export declare const CLEARED_MAP: Record<ClearedStatus, string>;
269
309
  export declare const FLAG_MAP: Record<FlagColor, string>;
310
+ export type GoalCadence = 'weekly' | 'monthly' | 'yearly';
311
+ export declare const goalSpecSchema: z.ZodDiscriminatedUnion<[z.ZodObject<{
312
+ target: z.ZodNumber;
313
+ cadence: z.ZodOptional<z.ZodEnum<{
314
+ weekly: "weekly";
315
+ monthly: "monthly";
316
+ yearly: "yearly";
317
+ }>>;
318
+ every: z.ZodOptional<z.ZodNumber>;
319
+ day: z.ZodOptional<z.ZodNumber>;
320
+ start_date: z.ZodOptional<z.ZodString>;
321
+ type: z.ZodLiteral<"set_aside">;
322
+ }, z.core.$strict>, z.ZodObject<{
323
+ target: z.ZodNumber;
324
+ cadence: z.ZodOptional<z.ZodEnum<{
325
+ weekly: "weekly";
326
+ monthly: "monthly";
327
+ yearly: "yearly";
328
+ }>>;
329
+ every: z.ZodOptional<z.ZodNumber>;
330
+ day: z.ZodOptional<z.ZodNumber>;
331
+ start_date: z.ZodOptional<z.ZodString>;
332
+ type: z.ZodLiteral<"refill">;
333
+ }, z.core.$strict>, z.ZodObject<{
334
+ type: z.ZodLiteral<"target_balance">;
335
+ target: z.ZodNumber;
336
+ }, z.core.$strict>, z.ZodObject<{
337
+ type: z.ZodLiteral<"target_by_date">;
338
+ target: z.ZodNumber;
339
+ date: z.ZodString;
340
+ }, z.core.$strict>, z.ZodObject<{
341
+ type: z.ZodLiteral<"debt">;
342
+ target: z.ZodNumber;
343
+ day: z.ZodOptional<z.ZodNumber>;
344
+ }, z.core.$strict>, z.ZodObject<{
345
+ type: z.ZodLiteral<"none">;
346
+ }, z.core.$strict>], "type">;
347
+ export type GoalSpec = z.infer<typeof goalSpecSchema>;
348
+ export declare const buildGoalFields: (goal: GoalSpec | undefined) => Partial<RawCategory>;
270
349
  export interface BudgetEntities {
271
350
  be_transactions?: RawTransaction[];
272
351
  be_subtransactions?: RawSubtransaction[];
package/dist/tools/schemas.d.ts.map CHANGED
@@ -1 +1 @@
1
- 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1
+ 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