@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.
- package/dist/adapter.iife.js +447 -24
- package/dist/adapter.iife.js.map +4 -4
- package/dist/index.d.ts.map +1 -1
- package/dist/index.js +12 -0
- package/dist/index.js.map +1 -1
- package/dist/tools/create-category-group.d.ts +11 -0
- package/dist/tools/create-category-group.d.ts.map +1 -0
- package/dist/tools/create-category-group.js +37 -0
- package/dist/tools/create-category-group.js.map +1 -0
- package/dist/tools/create-category.d.ts +59 -0
- package/dist/tools/create-category.d.ts.map +1 -0
- package/dist/tools/create-category.js +63 -0
- package/dist/tools/create-category.js.map +1 -0
- package/dist/tools/delete-category-group.d.ts +8 -0
- package/dist/tools/delete-category-group.d.ts.map +1 -0
- package/dist/tools/delete-category-group.js +33 -0
- package/dist/tools/delete-category-group.js.map +1 -0
- package/dist/tools/delete-category.d.ts +7 -0
- package/dist/tools/delete-category.d.ts.map +1 -0
- package/dist/tools/delete-category.js +28 -0
- package/dist/tools/delete-category.js.map +1 -0
- package/dist/tools/move-category-budget.d.ts.map +1 -1
- package/dist/tools/move-category-budget.js +13 -18
- package/dist/tools/move-category-budget.js.map +1 -1
- package/dist/tools/schemas.d.ts +80 -1
- package/dist/tools/schemas.d.ts.map +1 -1
- package/dist/tools/schemas.js +238 -4
- package/dist/tools/schemas.js.map +1 -1
- package/dist/tools/snooze-category-goal.d.ts +10 -0
- package/dist/tools/snooze-category-goal.d.ts.map +1 -0
- package/dist/tools/snooze-category-goal.js +53 -0
- package/dist/tools/snooze-category-goal.js.map +1 -0
- package/dist/tools/update-category-budget.d.ts.map +1 -1
- package/dist/tools/update-category-budget.js +3 -6
- package/dist/tools/update-category-budget.js.map +1 -1
- package/dist/tools/update-category.d.ts +61 -0
- package/dist/tools/update-category.d.ts.map +1 -0
- package/dist/tools/update-category.js +46 -0
- package/dist/tools/update-category.js.map +1 -0
- package/dist/tools.json +774 -1
- package/package.json +3 -3
package/dist/tools.json
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@@ -420,6 +420,723 @@
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420
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"additionalProperties": false
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}
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},
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423
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+
{
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424
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+
"name": "create_category",
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425
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+
"displayName": "Create Category",
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426
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+
"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.",
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427
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+
"summary": "Create a new budget category",
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428
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+
"icon": "plus",
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429
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"group": "Categories",
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430
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+
"input_schema": {
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431
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"type": "object",
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432
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"properties": {
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433
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+
"group_id": {
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434
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"type": "string",
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435
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+
"minLength": 1,
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436
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"description": "Category group ID to create the category in"
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437
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+
},
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438
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"name": {
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439
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"type": "string",
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440
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"minLength": 1,
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441
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"description": "Name of the new category"
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442
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},
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443
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+
"goal": {
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444
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"description": "Optional initial goal for the category",
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445
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"oneOf": [
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446
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{
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447
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"type": "object",
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"properties": {
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449
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"type": {
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450
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"type": "string",
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451
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"const": "set_aside"
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452
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},
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453
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+
"target": {
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454
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+
"type": "number",
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455
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+
"exclusiveMinimum": 0,
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456
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+
"description": "Goal amount in currency units (e.g. 50 for $50)"
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457
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+
},
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458
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+
"cadence": {
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459
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+
"description": "How often the goal recurs. Defaults to monthly.",
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460
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+
"type": "string",
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461
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+
"enum": [
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462
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+
"weekly",
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463
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+
"monthly",
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464
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+
"yearly"
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465
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+
]
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466
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+
},
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467
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+
"every": {
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468
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+
"description": "Multiplier on cadence (e.g. cadence=monthly + every=5 means every 5 months). Defaults to 1.",
|
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469
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+
"type": "integer",
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470
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+
"minimum": 1,
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471
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+
"maximum": 9007199254740991
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472
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+
},
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473
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+
"day": {
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474
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+
"description": "Day-of-week (0=Sunday, 6=Saturday) for weekly cadence, or day-of-month (1-31) for monthly cadence.",
|
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475
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+
"type": "integer",
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476
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+
"minimum": 0,
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477
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+
"maximum": 31
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478
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+
},
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479
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+
"start_date": {
|
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480
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+
"description": "First occurrence date (YYYY-MM-DD). Required for yearly cadence; optional for others.",
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481
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+
"type": "string",
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482
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+
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
|
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483
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+
}
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|
484
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+
},
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485
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+
"required": [
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486
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+
"type",
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487
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+
"target"
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488
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+
],
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489
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+
"additionalProperties": false
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490
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+
},
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491
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+
{
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+
"type": "object",
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493
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+
"properties": {
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494
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+
"type": {
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495
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+
"type": "string",
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496
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+
"const": "refill"
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497
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+
},
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498
|
+
"target": {
|
|
499
|
+
"type": "number",
|
|
500
|
+
"exclusiveMinimum": 0,
|
|
501
|
+
"description": "Goal amount in currency units (e.g. 50 for $50)"
|
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502
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+
},
|
|
503
|
+
"cadence": {
|
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504
|
+
"description": "How often the goal recurs. Defaults to monthly.",
|
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505
|
+
"type": "string",
|
|
506
|
+
"enum": [
|
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507
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+
"weekly",
|
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508
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+
"monthly",
|
|
509
|
+
"yearly"
|
|
510
|
+
]
|
|
511
|
+
},
|
|
512
|
+
"every": {
|
|
513
|
+
"description": "Multiplier on cadence (e.g. cadence=monthly + every=5 means every 5 months). Defaults to 1.",
|
|
514
|
+
"type": "integer",
|
|
515
|
+
"minimum": 1,
|
|
516
|
+
"maximum": 9007199254740991
|
|
517
|
+
},
|
|
518
|
+
"day": {
|
|
519
|
+
"description": "Day-of-week (0=Sunday, 6=Saturday) for weekly cadence, or day-of-month (1-31) for monthly cadence.",
|
|
520
|
+
"type": "integer",
|
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521
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+
"minimum": 0,
|
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522
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+
"maximum": 31
|
|
523
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+
},
|
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524
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+
"start_date": {
|
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525
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+
"description": "First occurrence date (YYYY-MM-DD). Required for yearly cadence; optional for others.",
|
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526
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+
"type": "string",
|
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527
|
+
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
|
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528
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+
}
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529
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+
},
|
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530
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+
"required": [
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531
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+
"type",
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532
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+
"target"
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533
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+
],
|
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534
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+
"additionalProperties": false
|
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+
},
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+
{
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+
"type": "object",
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538
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+
"properties": {
|
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539
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+
"type": {
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540
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+
"type": "string",
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541
|
+
"const": "target_balance"
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542
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+
},
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543
|
+
"target": {
|
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544
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+
"type": "number",
|
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545
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+
"exclusiveMinimum": 0,
|
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546
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+
"description": "Balance to maintain in currency units"
|
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547
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+
}
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548
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+
},
|
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549
|
+
"required": [
|
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550
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+
"type",
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551
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+
"target"
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552
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+
],
|
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553
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+
"additionalProperties": false
|
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554
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+
},
|
|
555
|
+
{
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556
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+
"type": "object",
|
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557
|
+
"properties": {
|
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558
|
+
"type": {
|
|
559
|
+
"type": "string",
|
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560
|
+
"const": "target_by_date"
|
|
561
|
+
},
|
|
562
|
+
"target": {
|
|
563
|
+
"type": "number",
|
|
564
|
+
"exclusiveMinimum": 0,
|
|
565
|
+
"description": "Target balance to have by the given date in currency units"
|
|
566
|
+
},
|
|
567
|
+
"date": {
|
|
568
|
+
"type": "string",
|
|
569
|
+
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
|
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570
|
+
"description": "Target date YYYY-MM-DD"
|
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571
|
+
}
|
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572
|
+
},
|
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573
|
+
"required": [
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+
"type",
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575
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+
"target",
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+
"date"
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+
],
|
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+
"additionalProperties": false
|
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+
},
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|
+
{
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|
+
"type": "object",
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582
|
+
"properties": {
|
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583
|
+
"type": {
|
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584
|
+
"type": "string",
|
|
585
|
+
"const": "debt"
|
|
586
|
+
},
|
|
587
|
+
"target": {
|
|
588
|
+
"type": "number",
|
|
589
|
+
"exclusiveMinimum": 0,
|
|
590
|
+
"description": "Monthly payment amount in currency units"
|
|
591
|
+
},
|
|
592
|
+
"day": {
|
|
593
|
+
"description": "Day of month the payment is due (1-31). Defaults to 1.",
|
|
594
|
+
"type": "integer",
|
|
595
|
+
"minimum": 1,
|
|
596
|
+
"maximum": 31
|
|
597
|
+
}
|
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598
|
+
},
|
|
599
|
+
"required": [
|
|
600
|
+
"type",
|
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601
|
+
"target"
|
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602
|
+
],
|
|
603
|
+
"additionalProperties": false
|
|
604
|
+
},
|
|
605
|
+
{
|
|
606
|
+
"type": "object",
|
|
607
|
+
"properties": {
|
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608
|
+
"type": {
|
|
609
|
+
"type": "string",
|
|
610
|
+
"const": "none"
|
|
611
|
+
}
|
|
612
|
+
},
|
|
613
|
+
"required": [
|
|
614
|
+
"type"
|
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|
+
],
|
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|
+
"additionalProperties": false
|
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617
|
+
}
|
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618
|
+
]
|
|
619
|
+
},
|
|
620
|
+
"note": {
|
|
621
|
+
"description": "Optional note for the category",
|
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622
|
+
"type": "string"
|
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623
|
+
}
|
|
624
|
+
},
|
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|
+
"required": [
|
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626
|
+
"group_id",
|
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|
+
"name"
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|
+
],
|
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|
+
"additionalProperties": false
|
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630
|
+
},
|
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|
+
"output_schema": {
|
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632
|
+
"type": "object",
|
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633
|
+
"properties": {
|
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634
|
+
"category": {
|
|
635
|
+
"type": "object",
|
|
636
|
+
"properties": {
|
|
637
|
+
"id": {
|
|
638
|
+
"type": "string",
|
|
639
|
+
"description": "Category ID"
|
|
640
|
+
},
|
|
641
|
+
"category_group_id": {
|
|
642
|
+
"type": "string",
|
|
643
|
+
"description": "Parent category group ID"
|
|
644
|
+
},
|
|
645
|
+
"name": {
|
|
646
|
+
"type": "string",
|
|
647
|
+
"description": "Category name"
|
|
648
|
+
},
|
|
649
|
+
"hidden": {
|
|
650
|
+
"type": "boolean",
|
|
651
|
+
"description": "Whether the category is hidden"
|
|
652
|
+
},
|
|
653
|
+
"budgeted": {
|
|
654
|
+
"type": "string",
|
|
655
|
+
"description": "Amount budgeted this month as currency string"
|
|
656
|
+
},
|
|
657
|
+
"activity": {
|
|
658
|
+
"type": "string",
|
|
659
|
+
"description": "Spending activity this month as currency string"
|
|
660
|
+
},
|
|
661
|
+
"balance": {
|
|
662
|
+
"type": "string",
|
|
663
|
+
"description": "Available balance as currency string"
|
|
664
|
+
},
|
|
665
|
+
"budgeted_milliunits": {
|
|
666
|
+
"type": "number",
|
|
667
|
+
"description": "Amount budgeted in milliunits"
|
|
668
|
+
},
|
|
669
|
+
"activity_milliunits": {
|
|
670
|
+
"type": "number",
|
|
671
|
+
"description": "Activity in milliunits"
|
|
672
|
+
},
|
|
673
|
+
"balance_milliunits": {
|
|
674
|
+
"type": "number",
|
|
675
|
+
"description": "Balance in milliunits"
|
|
676
|
+
},
|
|
677
|
+
"goal_type": {
|
|
678
|
+
"type": "string",
|
|
679
|
+
"description": "Goal type (TB, TBD, MF, NEED, DEBT, or empty if none)"
|
|
680
|
+
},
|
|
681
|
+
"goal_target": {
|
|
682
|
+
"type": "string",
|
|
683
|
+
"description": "Goal target amount as currency string"
|
|
684
|
+
},
|
|
685
|
+
"goal_percentage_complete": {
|
|
686
|
+
"type": "number",
|
|
687
|
+
"description": "Goal completion percentage (0-100)"
|
|
688
|
+
}
|
|
689
|
+
},
|
|
690
|
+
"required": [
|
|
691
|
+
"id",
|
|
692
|
+
"category_group_id",
|
|
693
|
+
"name",
|
|
694
|
+
"hidden",
|
|
695
|
+
"budgeted",
|
|
696
|
+
"activity",
|
|
697
|
+
"balance",
|
|
698
|
+
"budgeted_milliunits",
|
|
699
|
+
"activity_milliunits",
|
|
700
|
+
"balance_milliunits",
|
|
701
|
+
"goal_type",
|
|
702
|
+
"goal_target",
|
|
703
|
+
"goal_percentage_complete"
|
|
704
|
+
],
|
|
705
|
+
"additionalProperties": false
|
|
706
|
+
}
|
|
707
|
+
},
|
|
708
|
+
"required": [
|
|
709
|
+
"category"
|
|
710
|
+
],
|
|
711
|
+
"additionalProperties": false
|
|
712
|
+
}
|
|
713
|
+
},
|
|
714
|
+
{
|
|
715
|
+
"name": "update_category",
|
|
716
|
+
"displayName": "Update Category",
|
|
717
|
+
"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.",
|
|
718
|
+
"summary": "Update a category",
|
|
719
|
+
"icon": "pencil",
|
|
720
|
+
"group": "Categories",
|
|
721
|
+
"input_schema": {
|
|
722
|
+
"type": "object",
|
|
723
|
+
"properties": {
|
|
724
|
+
"category_id": {
|
|
725
|
+
"type": "string",
|
|
726
|
+
"minLength": 1,
|
|
727
|
+
"description": "Category ID to update"
|
|
728
|
+
},
|
|
729
|
+
"name": {
|
|
730
|
+
"description": "New name",
|
|
731
|
+
"type": "string",
|
|
732
|
+
"minLength": 1
|
|
733
|
+
},
|
|
734
|
+
"group_id": {
|
|
735
|
+
"description": "New parent category group ID (to move the category)",
|
|
736
|
+
"type": "string",
|
|
737
|
+
"minLength": 1
|
|
738
|
+
},
|
|
739
|
+
"goal": {
|
|
740
|
+
"description": "New goal definition. Pass { type: \"none\" } to clear the goal.",
|
|
741
|
+
"oneOf": [
|
|
742
|
+
{
|
|
743
|
+
"type": "object",
|
|
744
|
+
"properties": {
|
|
745
|
+
"type": {
|
|
746
|
+
"type": "string",
|
|
747
|
+
"const": "set_aside"
|
|
748
|
+
},
|
|
749
|
+
"target": {
|
|
750
|
+
"type": "number",
|
|
751
|
+
"exclusiveMinimum": 0,
|
|
752
|
+
"description": "Goal amount in currency units (e.g. 50 for $50)"
|
|
753
|
+
},
|
|
754
|
+
"cadence": {
|
|
755
|
+
"description": "How often the goal recurs. Defaults to monthly.",
|
|
756
|
+
"type": "string",
|
|
757
|
+
"enum": [
|
|
758
|
+
"weekly",
|
|
759
|
+
"monthly",
|
|
760
|
+
"yearly"
|
|
761
|
+
]
|
|
762
|
+
},
|
|
763
|
+
"every": {
|
|
764
|
+
"description": "Multiplier on cadence (e.g. cadence=monthly + every=5 means every 5 months). Defaults to 1.",
|
|
765
|
+
"type": "integer",
|
|
766
|
+
"minimum": 1,
|
|
767
|
+
"maximum": 9007199254740991
|
|
768
|
+
},
|
|
769
|
+
"day": {
|
|
770
|
+
"description": "Day-of-week (0=Sunday, 6=Saturday) for weekly cadence, or day-of-month (1-31) for monthly cadence.",
|
|
771
|
+
"type": "integer",
|
|
772
|
+
"minimum": 0,
|
|
773
|
+
"maximum": 31
|
|
774
|
+
},
|
|
775
|
+
"start_date": {
|
|
776
|
+
"description": "First occurrence date (YYYY-MM-DD). Required for yearly cadence; optional for others.",
|
|
777
|
+
"type": "string",
|
|
778
|
+
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
|
|
779
|
+
}
|
|
780
|
+
},
|
|
781
|
+
"required": [
|
|
782
|
+
"type",
|
|
783
|
+
"target"
|
|
784
|
+
],
|
|
785
|
+
"additionalProperties": false
|
|
786
|
+
},
|
|
787
|
+
{
|
|
788
|
+
"type": "object",
|
|
789
|
+
"properties": {
|
|
790
|
+
"type": {
|
|
791
|
+
"type": "string",
|
|
792
|
+
"const": "refill"
|
|
793
|
+
},
|
|
794
|
+
"target": {
|
|
795
|
+
"type": "number",
|
|
796
|
+
"exclusiveMinimum": 0,
|
|
797
|
+
"description": "Goal amount in currency units (e.g. 50 for $50)"
|
|
798
|
+
},
|
|
799
|
+
"cadence": {
|
|
800
|
+
"description": "How often the goal recurs. Defaults to monthly.",
|
|
801
|
+
"type": "string",
|
|
802
|
+
"enum": [
|
|
803
|
+
"weekly",
|
|
804
|
+
"monthly",
|
|
805
|
+
"yearly"
|
|
806
|
+
]
|
|
807
|
+
},
|
|
808
|
+
"every": {
|
|
809
|
+
"description": "Multiplier on cadence (e.g. cadence=monthly + every=5 means every 5 months). Defaults to 1.",
|
|
810
|
+
"type": "integer",
|
|
811
|
+
"minimum": 1,
|
|
812
|
+
"maximum": 9007199254740991
|
|
813
|
+
},
|
|
814
|
+
"day": {
|
|
815
|
+
"description": "Day-of-week (0=Sunday, 6=Saturday) for weekly cadence, or day-of-month (1-31) for monthly cadence.",
|
|
816
|
+
"type": "integer",
|
|
817
|
+
"minimum": 0,
|
|
818
|
+
"maximum": 31
|
|
819
|
+
},
|
|
820
|
+
"start_date": {
|
|
821
|
+
"description": "First occurrence date (YYYY-MM-DD). Required for yearly cadence; optional for others.",
|
|
822
|
+
"type": "string",
|
|
823
|
+
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
|
|
824
|
+
}
|
|
825
|
+
},
|
|
826
|
+
"required": [
|
|
827
|
+
"type",
|
|
828
|
+
"target"
|
|
829
|
+
],
|
|
830
|
+
"additionalProperties": false
|
|
831
|
+
},
|
|
832
|
+
{
|
|
833
|
+
"type": "object",
|
|
834
|
+
"properties": {
|
|
835
|
+
"type": {
|
|
836
|
+
"type": "string",
|
|
837
|
+
"const": "target_balance"
|
|
838
|
+
},
|
|
839
|
+
"target": {
|
|
840
|
+
"type": "number",
|
|
841
|
+
"exclusiveMinimum": 0,
|
|
842
|
+
"description": "Balance to maintain in currency units"
|
|
843
|
+
}
|
|
844
|
+
},
|
|
845
|
+
"required": [
|
|
846
|
+
"type",
|
|
847
|
+
"target"
|
|
848
|
+
],
|
|
849
|
+
"additionalProperties": false
|
|
850
|
+
},
|
|
851
|
+
{
|
|
852
|
+
"type": "object",
|
|
853
|
+
"properties": {
|
|
854
|
+
"type": {
|
|
855
|
+
"type": "string",
|
|
856
|
+
"const": "target_by_date"
|
|
857
|
+
},
|
|
858
|
+
"target": {
|
|
859
|
+
"type": "number",
|
|
860
|
+
"exclusiveMinimum": 0,
|
|
861
|
+
"description": "Target balance to have by the given date in currency units"
|
|
862
|
+
},
|
|
863
|
+
"date": {
|
|
864
|
+
"type": "string",
|
|
865
|
+
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
|
|
866
|
+
"description": "Target date YYYY-MM-DD"
|
|
867
|
+
}
|
|
868
|
+
},
|
|
869
|
+
"required": [
|
|
870
|
+
"type",
|
|
871
|
+
"target",
|
|
872
|
+
"date"
|
|
873
|
+
],
|
|
874
|
+
"additionalProperties": false
|
|
875
|
+
},
|
|
876
|
+
{
|
|
877
|
+
"type": "object",
|
|
878
|
+
"properties": {
|
|
879
|
+
"type": {
|
|
880
|
+
"type": "string",
|
|
881
|
+
"const": "debt"
|
|
882
|
+
},
|
|
883
|
+
"target": {
|
|
884
|
+
"type": "number",
|
|
885
|
+
"exclusiveMinimum": 0,
|
|
886
|
+
"description": "Monthly payment amount in currency units"
|
|
887
|
+
},
|
|
888
|
+
"day": {
|
|
889
|
+
"description": "Day of month the payment is due (1-31). Defaults to 1.",
|
|
890
|
+
"type": "integer",
|
|
891
|
+
"minimum": 1,
|
|
892
|
+
"maximum": 31
|
|
893
|
+
}
|
|
894
|
+
},
|
|
895
|
+
"required": [
|
|
896
|
+
"type",
|
|
897
|
+
"target"
|
|
898
|
+
],
|
|
899
|
+
"additionalProperties": false
|
|
900
|
+
},
|
|
901
|
+
{
|
|
902
|
+
"type": "object",
|
|
903
|
+
"properties": {
|
|
904
|
+
"type": {
|
|
905
|
+
"type": "string",
|
|
906
|
+
"const": "none"
|
|
907
|
+
}
|
|
908
|
+
},
|
|
909
|
+
"required": [
|
|
910
|
+
"type"
|
|
911
|
+
],
|
|
912
|
+
"additionalProperties": false
|
|
913
|
+
}
|
|
914
|
+
]
|
|
915
|
+
},
|
|
916
|
+
"hidden": {
|
|
917
|
+
"description": "Hide or unhide the category",
|
|
918
|
+
"type": "boolean"
|
|
919
|
+
},
|
|
920
|
+
"note": {
|
|
921
|
+
"description": "New note (pass empty string to clear)",
|
|
922
|
+
"type": "string"
|
|
923
|
+
}
|
|
924
|
+
},
|
|
925
|
+
"required": [
|
|
926
|
+
"category_id"
|
|
927
|
+
],
|
|
928
|
+
"additionalProperties": false
|
|
929
|
+
},
|
|
930
|
+
"output_schema": {
|
|
931
|
+
"type": "object",
|
|
932
|
+
"properties": {
|
|
933
|
+
"category": {
|
|
934
|
+
"type": "object",
|
|
935
|
+
"properties": {
|
|
936
|
+
"id": {
|
|
937
|
+
"type": "string",
|
|
938
|
+
"description": "Category ID"
|
|
939
|
+
},
|
|
940
|
+
"category_group_id": {
|
|
941
|
+
"type": "string",
|
|
942
|
+
"description": "Parent category group ID"
|
|
943
|
+
},
|
|
944
|
+
"name": {
|
|
945
|
+
"type": "string",
|
|
946
|
+
"description": "Category name"
|
|
947
|
+
},
|
|
948
|
+
"hidden": {
|
|
949
|
+
"type": "boolean",
|
|
950
|
+
"description": "Whether the category is hidden"
|
|
951
|
+
},
|
|
952
|
+
"budgeted": {
|
|
953
|
+
"type": "string",
|
|
954
|
+
"description": "Amount budgeted this month as currency string"
|
|
955
|
+
},
|
|
956
|
+
"activity": {
|
|
957
|
+
"type": "string",
|
|
958
|
+
"description": "Spending activity this month as currency string"
|
|
959
|
+
},
|
|
960
|
+
"balance": {
|
|
961
|
+
"type": "string",
|
|
962
|
+
"description": "Available balance as currency string"
|
|
963
|
+
},
|
|
964
|
+
"budgeted_milliunits": {
|
|
965
|
+
"type": "number",
|
|
966
|
+
"description": "Amount budgeted in milliunits"
|
|
967
|
+
},
|
|
968
|
+
"activity_milliunits": {
|
|
969
|
+
"type": "number",
|
|
970
|
+
"description": "Activity in milliunits"
|
|
971
|
+
},
|
|
972
|
+
"balance_milliunits": {
|
|
973
|
+
"type": "number",
|
|
974
|
+
"description": "Balance in milliunits"
|
|
975
|
+
},
|
|
976
|
+
"goal_type": {
|
|
977
|
+
"type": "string",
|
|
978
|
+
"description": "Goal type (TB, TBD, MF, NEED, DEBT, or empty if none)"
|
|
979
|
+
},
|
|
980
|
+
"goal_target": {
|
|
981
|
+
"type": "string",
|
|
982
|
+
"description": "Goal target amount as currency string"
|
|
983
|
+
},
|
|
984
|
+
"goal_percentage_complete": {
|
|
985
|
+
"type": "number",
|
|
986
|
+
"description": "Goal completion percentage (0-100)"
|
|
987
|
+
}
|
|
988
|
+
},
|
|
989
|
+
"required": [
|
|
990
|
+
"id",
|
|
991
|
+
"category_group_id",
|
|
992
|
+
"name",
|
|
993
|
+
"hidden",
|
|
994
|
+
"budgeted",
|
|
995
|
+
"activity",
|
|
996
|
+
"balance",
|
|
997
|
+
"budgeted_milliunits",
|
|
998
|
+
"activity_milliunits",
|
|
999
|
+
"balance_milliunits",
|
|
1000
|
+
"goal_type",
|
|
1001
|
+
"goal_target",
|
|
1002
|
+
"goal_percentage_complete"
|
|
1003
|
+
],
|
|
1004
|
+
"additionalProperties": false
|
|
1005
|
+
}
|
|
1006
|
+
},
|
|
1007
|
+
"required": [
|
|
1008
|
+
"category"
|
|
1009
|
+
],
|
|
1010
|
+
"additionalProperties": false
|
|
1011
|
+
}
|
|
1012
|
+
},
|
|
1013
|
+
{
|
|
1014
|
+
"name": "delete_category",
|
|
1015
|
+
"displayName": "Delete Category",
|
|
1016
|
+
"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.",
|
|
1017
|
+
"summary": "Delete a category",
|
|
1018
|
+
"icon": "trash-2",
|
|
1019
|
+
"group": "Categories",
|
|
1020
|
+
"input_schema": {
|
|
1021
|
+
"type": "object",
|
|
1022
|
+
"properties": {
|
|
1023
|
+
"category_id": {
|
|
1024
|
+
"type": "string",
|
|
1025
|
+
"minLength": 1,
|
|
1026
|
+
"description": "Category ID to delete"
|
|
1027
|
+
}
|
|
1028
|
+
},
|
|
1029
|
+
"required": [
|
|
1030
|
+
"category_id"
|
|
1031
|
+
],
|
|
1032
|
+
"additionalProperties": false
|
|
1033
|
+
},
|
|
1034
|
+
"output_schema": {
|
|
1035
|
+
"type": "object",
|
|
1036
|
+
"properties": {
|
|
1037
|
+
"success": {
|
|
1038
|
+
"type": "boolean"
|
|
1039
|
+
}
|
|
1040
|
+
},
|
|
1041
|
+
"required": [
|
|
1042
|
+
"success"
|
|
1043
|
+
],
|
|
1044
|
+
"additionalProperties": false
|
|
1045
|
+
}
|
|
1046
|
+
},
|
|
1047
|
+
{
|
|
1048
|
+
"name": "create_category_group",
|
|
1049
|
+
"displayName": "Create Category Group",
|
|
1050
|
+
"description": "Create a new category group in the active YNAB plan.",
|
|
1051
|
+
"summary": "Create a category group",
|
|
1052
|
+
"icon": "folder-plus",
|
|
1053
|
+
"group": "Categories",
|
|
1054
|
+
"input_schema": {
|
|
1055
|
+
"type": "object",
|
|
1056
|
+
"properties": {
|
|
1057
|
+
"name": {
|
|
1058
|
+
"type": "string",
|
|
1059
|
+
"minLength": 1,
|
|
1060
|
+
"description": "Name of the new category group"
|
|
1061
|
+
}
|
|
1062
|
+
},
|
|
1063
|
+
"required": [
|
|
1064
|
+
"name"
|
|
1065
|
+
],
|
|
1066
|
+
"additionalProperties": false
|
|
1067
|
+
},
|
|
1068
|
+
"output_schema": {
|
|
1069
|
+
"type": "object",
|
|
1070
|
+
"properties": {
|
|
1071
|
+
"group": {
|
|
1072
|
+
"type": "object",
|
|
1073
|
+
"properties": {
|
|
1074
|
+
"id": {
|
|
1075
|
+
"type": "string",
|
|
1076
|
+
"description": "Category group ID"
|
|
1077
|
+
},
|
|
1078
|
+
"name": {
|
|
1079
|
+
"type": "string",
|
|
1080
|
+
"description": "Category group name"
|
|
1081
|
+
},
|
|
1082
|
+
"hidden": {
|
|
1083
|
+
"type": "boolean",
|
|
1084
|
+
"description": "Whether the group is hidden"
|
|
1085
|
+
}
|
|
1086
|
+
},
|
|
1087
|
+
"required": [
|
|
1088
|
+
"id",
|
|
1089
|
+
"name",
|
|
1090
|
+
"hidden"
|
|
1091
|
+
],
|
|
1092
|
+
"additionalProperties": false
|
|
1093
|
+
}
|
|
1094
|
+
},
|
|
1095
|
+
"required": [
|
|
1096
|
+
"group"
|
|
1097
|
+
],
|
|
1098
|
+
"additionalProperties": false
|
|
1099
|
+
}
|
|
1100
|
+
},
|
|
1101
|
+
{
|
|
1102
|
+
"name": "delete_category_group",
|
|
1103
|
+
"displayName": "Delete Category Group",
|
|
1104
|
+
"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.",
|
|
1105
|
+
"summary": "Delete a category group and its children",
|
|
1106
|
+
"icon": "folder-x",
|
|
1107
|
+
"group": "Categories",
|
|
1108
|
+
"input_schema": {
|
|
1109
|
+
"type": "object",
|
|
1110
|
+
"properties": {
|
|
1111
|
+
"group_id": {
|
|
1112
|
+
"type": "string",
|
|
1113
|
+
"minLength": 1,
|
|
1114
|
+
"description": "Category group ID to delete"
|
|
1115
|
+
}
|
|
1116
|
+
},
|
|
1117
|
+
"required": [
|
|
1118
|
+
"group_id"
|
|
1119
|
+
],
|
|
1120
|
+
"additionalProperties": false
|
|
1121
|
+
},
|
|
1122
|
+
"output_schema": {
|
|
1123
|
+
"type": "object",
|
|
1124
|
+
"properties": {
|
|
1125
|
+
"success": {
|
|
1126
|
+
"type": "boolean"
|
|
1127
|
+
},
|
|
1128
|
+
"deleted_category_count": {
|
|
1129
|
+
"type": "number",
|
|
1130
|
+
"description": "Number of child categories that were also tombstoned"
|
|
1131
|
+
}
|
|
1132
|
+
},
|
|
1133
|
+
"required": [
|
|
1134
|
+
"success",
|
|
1135
|
+
"deleted_category_count"
|
|
1136
|
+
],
|
|
1137
|
+
"additionalProperties": false
|
|
1138
|
+
}
|
|
1139
|
+
},
|
|
423
1140
|
{
|
|
424
1141
|
"name": "update_category_budget",
|
|
425
1142
|
"displayName": "Update Category Budget",
|
|
@@ -657,6 +1374,62 @@
|
|
|
657
1374
|
"additionalProperties": false
|
|
658
1375
|
}
|
|
659
1376
|
},
|
|
1377
|
+
{
|
|
1378
|
+
"name": "snooze_category_goal",
|
|
1379
|
+
"displayName": "Snooze Category Goal",
|
|
1380
|
+
"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.",
|
|
1381
|
+
"summary": "Snooze a category goal for a month",
|
|
1382
|
+
"icon": "bell-off",
|
|
1383
|
+
"group": "Categories",
|
|
1384
|
+
"input_schema": {
|
|
1385
|
+
"type": "object",
|
|
1386
|
+
"properties": {
|
|
1387
|
+
"category_id": {
|
|
1388
|
+
"type": "string",
|
|
1389
|
+
"minLength": 1,
|
|
1390
|
+
"description": "Category ID whose goal to snooze"
|
|
1391
|
+
},
|
|
1392
|
+
"month": {
|
|
1393
|
+
"type": "string",
|
|
1394
|
+
"pattern": "^\\d{4}-\\d{2}(-\\d{2})?$",
|
|
1395
|
+
"description": "Month in YYYY-MM format (e.g. 2026-04)"
|
|
1396
|
+
},
|
|
1397
|
+
"snooze": {
|
|
1398
|
+
"description": "true to snooze (default), false to un-snooze",
|
|
1399
|
+
"type": "boolean"
|
|
1400
|
+
}
|
|
1401
|
+
},
|
|
1402
|
+
"required": [
|
|
1403
|
+
"category_id",
|
|
1404
|
+
"month"
|
|
1405
|
+
],
|
|
1406
|
+
"additionalProperties": false
|
|
1407
|
+
},
|
|
1408
|
+
"output_schema": {
|
|
1409
|
+
"type": "object",
|
|
1410
|
+
"properties": {
|
|
1411
|
+
"success": {
|
|
1412
|
+
"type": "boolean"
|
|
1413
|
+
},
|
|
1414
|
+
"snoozed_at": {
|
|
1415
|
+
"anyOf": [
|
|
1416
|
+
{
|
|
1417
|
+
"type": "string"
|
|
1418
|
+
},
|
|
1419
|
+
{
|
|
1420
|
+
"type": "null"
|
|
1421
|
+
}
|
|
1422
|
+
],
|
|
1423
|
+
"description": "ISO timestamp the goal was snoozed at, or null if un-snoozed"
|
|
1424
|
+
}
|
|
1425
|
+
},
|
|
1426
|
+
"required": [
|
|
1427
|
+
"success",
|
|
1428
|
+
"snoozed_at"
|
|
1429
|
+
],
|
|
1430
|
+
"additionalProperties": false
|
|
1431
|
+
}
|
|
1432
|
+
},
|
|
660
1433
|
{
|
|
661
1434
|
"name": "list_payees",
|
|
662
1435
|
"displayName": "List Payees",
|