projectionlab-mcp 1.0.1 → 1.2.0

package/dist/tools/updatePlanEvent.js

@@ -4,19 +4,10 @@ import { ProjectionLabError, errorResult } from "../errors.js";
 import { assertPlansUnchanged } from "../planVersion.js";
 import { toJson } from "../json.js";
 import { log } from "../logger.js";
-import { applyExistingPathChanges, pathChangesApplied, } from "../pathPatch.js";
-import { redactSecrets } from "../redact.js";
-import { diffFields, eventLabel, findEventIndex, findPlanIndex, getEvents, planNotFoundError, requirePlans, } from "../plans.js";
-// Only event-based sections; configuration objects use
-// projectionlab_update_plan_settings.
-const EVENT_SECTIONS = [
-    "income",
-    "expenses",
-    "accounts",
-    "assets",
-    "milestones",
-    "priorities",
-];
+import { applyExistingPathChanges, listAddressableValues, pathChangesApplied, } from "../pathPatch.js";
+import { enumRefusalError } from "../dataModel.js";
+import { isSecretFieldName, redactSecrets } from "../redact.js";
+import { eventLabel, resolveEventIndex, resolvePlanIndex, getEvents, planNotFoundError, requirePlans, EVENT_SECTIONS, } from "../plans.js";
 const EVENT_FIELD_CONTEXT = {
     label: "event field",
     discoveryTool: "projectionlab_get_plan_section with listPaths=true",
@@ -27,6 +18,56 @@ function assertMutableEventPath(path) {
         throw new ProjectionLabError("INVALID_INPUT", "The event ID is immutable", "Use the ID only to select the event");
     }
 }
+const UNSAFE_NEW_FIELDS = new Set([
+    "__proto__",
+    "prototype",
+    "constructor",
+    "id",
+]);
+/**
+ * The legacy shallow top-level patch, validated like pathChanges. Existing
+ * fields go through applyExistingPathChanges (same existence, JSON-type,
+ * unsafe-key and secret-name checks); values replacing a whole nested object
+ * are still checked leaf by leaf against the observed enums. New fields stay
+ * allowed only as plain, non-secret names.
+ */
+function applyEventPatch(event, patch, section) {
+    for (const key of Object.keys(patch)) {
+        assertMutableEventPath(key);
+    }
+    for (const { path, value } of listAddressableValues(patch)) {
+        const refusal = enumRefusalError(section, path, value);
+        if (refusal)
+            throw refusal;
+    }
+    const existing = {};
+    const additions = {};
+    for (const [key, value] of Object.entries(patch)) {
+        if (Object.prototype.hasOwnProperty.call(event, key)) {
+            existing[key] = value;
+            continue;
+        }
+        if (key.length === 0 ||
+            key.includes(".") ||
+            UNSAFE_NEW_FIELDS.has(key) ||
+            isSecretFieldName(key)) {
+            throw new ProjectionLabError("INVALID_INPUT", `Invalid new event field "${key}"`, "New top-level fields must be plain, non-secret names; use pathChanges to change existing nested values");
+        }
+        additions[key] = value;
+    }
+    let updated = event;
+    let changes = {};
+    if (Object.keys(existing).length > 0) {
+        const result = applyExistingPathChanges(event, existing, EVENT_FIELD_CONTEXT, section);
+        updated = result.updated;
+        changes = result.changes;
+    }
+    for (const [key, value] of Object.entries(additions)) {
+        updated = { ...updated, [key]: value };
+        changes[key] = { before: "[ABSENT]", after: value };
+    }
+    return { updated, changes };
+}
 /** Rebuild a section with one event replaced, preserving its container shape. */
 function replaceEvent(sectionData, eventIndex, newEvent) {
     if (Array.isArray(sectionData)) {
@@ -45,8 +86,10 @@ export function registerUpdatePlanEventTool(server, bridge, snapshots) {
         description: "Patches ONE event (income source, expense, account, asset, milestone, or priority) " +
             "within ONE plan. Use pathChanges for nested fields so nested siblings are preserved; " +
             "get valid paths from projectionlab_get_plan_section with eventIdentifier and listPaths=true. " +
+            "See projectionlab://data-model for field units and allowed values. " +
             "The legacy patch input shallowly merges top-level fields and replaces any nested object " +
-            "supplied there. Supply exactly one of patch or pathChanges. All sibling events are preserved. " +
+            "supplied there; existing fields keep their JSON type and new fields must be plain, " +
+            "non-secret names. Supply exactly one of patch or pathChanges. All sibling events are preserved. " +
             "This is the PREFERRED write tool for single-event changes: much smaller and " +
             "safer than regenerating a whole section. " +
             "When confirm is false (default), returns a dry-run field-level diff. " +
@@ -56,7 +99,7 @@ export function registerUpdatePlanEventTool(server, bridge, snapshots) {
                 .string()
                 .trim()
                 .min(1)
-                .describe("Plan name (case-insensitive, partial match) or exact plan ID"),
+                .describe("Plan name (case-insensitive; a partial match must identify exactly one plan) or exact plan ID"),
             section: z
                 .enum(EVENT_SECTIONS)
                 .describe("Which event-based section of the plan the event lives in"),
@@ -64,11 +107,11 @@ export function registerUpdatePlanEventTool(server, bridge, snapshots) {
                 .string()
                 .trim()
                 .min(1)
-                .describe("Event name (case-insensitive, exact match preferred over partial) or exact event ID"),
+                .describe("Event name (case-insensitive; exact name preferred, a partial match must identify exactly one event) or exact event ID"),
             patch: z
                 .record(z.string(), z.unknown())
                 .optional()
-                .describe("Top-level fields to change, e.g. { amount: 5000 }. Merged shallowly; a nested object replaces that complete nested object. Use pathChanges for nested fields."),
+                .describe("Top-level fields to change, e.g. { amount: 5000 }. Existing fields keep their JSON type and are validated like pathChanges; a nested object supplied here replaces that complete nested object. New fields must be plain, non-secret names. Use pathChanges for nested fields."),
             pathChanges: z
                 .record(z.string(), z.unknown())
                 .optional()
@@ -94,7 +137,7 @@ export function registerUpdatePlanEventTool(server, bridge, snapshots) {
             }
             const data = await bridge.exportData({ fresh: true });
             const plans = requirePlans(data);
-            const planIndex = findPlanIndex(plans, planIdentifier);
+            const planIndex = resolvePlanIndex(plans, planIdentifier);
             if (planIndex === -1)
                 throw planNotFoundError(plans, planIdentifier);
             const plan = plans[planIndex];
@@ -103,29 +146,25 @@ export function registerUpdatePlanEventTool(server, bridge, snapshots) {
             if (events.length === 0) {
                 throw new ProjectionLabError("INVALID_INPUT", `Section "${section}" of plan "${plan.name}" has no events`, "Check the section name with projectionlab_get_plan_section");
             }
-            const eventIndex = findEventIndex(events, eventIdentifier);
+            const eventIndex = resolveEventIndex(events, eventIdentifier);
             if (eventIndex === -1) {
                 throw new ProjectionLabError("INVALID_INPUT", `No event matching "${eventIdentifier}" in section "${section}" of plan "${plan.name}"`, `Available events: ${events.map(eventLabel).sort().join(", ")}`);
             }
             const event = events[eventIndex];
             let patched;
             let changes;
-            let pathDiff;
             if (pathChanges !== undefined) {
                 for (const path of Object.keys(pathChanges)) {
                     assertMutableEventPath(path);
                 }
-                const result = applyExistingPathChanges(event, pathChanges, EVENT_FIELD_CONTEXT);
+                const result = applyExistingPathChanges(event, pathChanges, EVENT_FIELD_CONTEXT, section);
                 patched = result.updated;
                 changes = result.changes;
-                pathDiff = result.changes;
             }
             else {
-                for (const key of Object.keys(patch ?? {})) {
-                    assertMutableEventPath(key);
-                }
-                patched = { ...event, ...patch };
-                changes = diffFields(event, patched);
+                const result = applyEventPatch(event, patch ?? {}, section);
+                patched = result.updated;
+                changes = result.changes;
             }
             const renderedChanges = redactSecrets(changes, { byName: true });
             if (!confirm) {
@@ -167,7 +206,9 @@ export function registerUpdatePlanEventTool(server, bridge, snapshots) {
                     ],
                 };
             }
-            await snapshots.create("updatePlanEvent", ["plans"], { plans });
+            const snapshot = await snapshots.create("updatePlanEvent", ["plans"], {
+                plans,
+            });
             const updatedPlan = {
                 ...plan,
                 [section]: replaceEvent(sectionData, eventIndex, patched),
@@ -189,11 +230,7 @@ export function registerUpdatePlanEventTool(server, bridge, snapshots) {
                         e.id === event.id) ||
                         eventLabel(e) === eventLabel(patched)));
                 if (verifiedEvent) {
-                    verified =
-                        pathDiff !== undefined
-                            ? pathChangesApplied(verifiedEvent, pathDiff, EVENT_FIELD_CONTEXT)
-                            : Object.entries(patch ?? {}).every(([key, expected]) => JSON.stringify(verifiedEvent[key]) ===
-                                JSON.stringify(expected));
+                    verified = pathChangesApplied(verifiedEvent, changes, EVENT_FIELD_CONTEXT);
                 }
             }
             return {
@@ -207,6 +244,7 @@ export function registerUpdatePlanEventTool(server, bridge, snapshots) {
                             event: eventLabel(patched),
                             changes: renderedChanges,
                             verified,
+                            snapshotId: snapshot.id,
                             message: verified
                                 ? "Event patched and verified. Snapshot saved automatically."
                                 : "Patch sent but verification did not confirm all fields - check with projectionlab_get_plan_section.",

package/dist/tools/updatePlanEvent.js.map

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+{"version":3,"file":"updatePlanEvent.js","sourceRoot":"","sources":["../../src/tools/updatePlanEvent.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAIxB,OAAO,EAAE,MAAM,EAAE,MAAM,cAAc,CAAC;AACtC,OAAO,EAAE,kBAAkB,EAAE,WAAW,EAAE,MAAM,cAAc,CAAC;AAC/D,OAAO,EAAE,oBAAoB,EAAE,MAAM,mBAAmB,CAAC;AACzD,OAAO,EAAE,MAAM,EAAE,MAAM,YAAY,CAAC;AACpC,OAAO,EAAE,GAAG,EAAE,MAAM,cAAc,CAAC;AACnC,OAAO,EACL,wBAAwB,EACxB,qBAAqB,EACrB,kBAAkB,GAEnB,MAAM,iBAAiB,CAAC;AACzB,OAAO,EAAE,gBAAgB,EAAE,MAAM,iBAAiB,CAAC;AACnD,OAAO,EAAE,iBAAiB,EAAE,aAAa,EAAE,MAAM,cAAc,CAAC;AAChE,OAAO,EACL,UAAU,EACV,iBAAiB,EACjB,gBAAgB,EAChB,SAAS,EACT,iBAAiB,EACjB,YAAY,EACZ,cAAc,GAEf,MAAM,aAAa,CAAC;AAErB,MAAM,mBAAmB,GAAG;IAC1B,KAAK,EAAE,aAAa;IACpB,aAAa,EAAE,oDAAoD;IACnE,OAAO,EAAE,uCAAuC;CACxC,CAAC;AAEX,SAAS,sBAAsB,CAAC,IAAY;IAC1C,IAAI,IAAI,KAAK,IAAI,IAAI,IAAI,CAAC,UAAU,CAAC,KAAK,CAAC,EAAE,CAAC;QAC5C,MAAM,IAAI,kBAAkB,CAC1B,eAAe,EACf,2BAA2B,EAC3B,qCAAqC,CACtC,CAAC;IACJ,CAAC;AACH,CAAC;AAED,MAAM,iBAAiB,GAAG,IAAI,GAAG,CAAC;IAChC,WAAW;IACX,WAAW;IACX,aAAa;IACb,IAAI;CACL,CAAC,CAAC;AAEH;;;;;;GAMG;AACH,SAAS,eAAe,CACtB,KAAc,EACd,KAA8B,EAC9B,OAAe;IAEf,KAAK,MAAM,GAAG,IAAI,MAAM,CAAC,IAAI,CAAC,KAAK,CAAC,EAAE,CAAC;QACrC,sBAAsB,CAAC,GAAG,CAAC,CAAC;IAC9B,CAAC;IACD,KAAK,MAAM,EAAE,IAAI,EAAE,KAAK,EAAE,IAAI,qBAAqB,CAAC,KAAK,CAAC,EAAE,CAAC;QAC3D,MAAM,OAAO,GAAG,gBAAgB,CAAC,OAAO,EAAE,IAAI,EAAE,KAAK,CAAC,CAAC;QACvD,IAAI,OAAO;YAAE,MAAM,OAAO,CAAC;IAC7B,CAAC;IACD,MAAM,QAAQ,GAA4B,EAAE,CAAC;IAC7C,MAAM,SAAS,GAA4B,EAAE,CAAC;IAC9C,KAAK,MAAM,CAAC,GAAG,EAAE,KAAK,CAAC,IAAI,MAAM,CAAC,OAAO,CAAC,KAAK,CAAC,EAAE,CAAC;QACjD,IAAI,MAAM,CAAC,SAAS,CAAC,cAAc,CAAC,IAAI,CAAC,KAAK,EAAE,GAAG,CAAC,EAAE,CAAC;YACrD,QAAQ,CAAC,GAAG,CAAC,GAAG,KAAK,CAAC;YACtB,SAAS;QACX,CAAC;QACD,IACE,GAAG,CAAC,MAAM,KAAK,CAAC;YAChB,GAAG,CAAC,QAAQ,CAAC,GAAG,CAAC;YACjB,iBAAiB,CAAC,GAAG,CAAC,GAAG,CAAC;YAC1B,iBAAiB,CAAC,GAAG,CAAC,EACtB,CAAC;YACD,MAAM,IAAI,kBAAkB,CAC1B,eAAe,EACf,4BAA4B,GAAG,GAAG,EAClC,wGAAwG,CACzG,CAAC;QACJ,CAAC;QACD,SAAS,CAAC,GAAG,CAAC,GAAG,KAAK,CAAC;IACzB,CAAC;IAED,IAAI,OAAO,GAAG,KAAK,CAAC;IACpB,IAAI,OAAO,GAAoC,EAAE,CAAC;IAClD,IAAI,MAAM,CAAC,IAAI,CAAC,QAAQ,CAAC,CAAC,MAAM,GAAG,CAAC,EAAE,CAAC;QACrC,MAAM,MAAM,GAAG,wBAAwB,CACrC,KAAK,EACL,QAAQ,EACR,mBAAmB,EACnB,OAAO,CACR,CAAC;QACF,OAAO,GAAG,MAAM,CAAC,OAAO,CAAC;QACzB,OAAO,GAAG,MAAM,CAAC,OAAO,CAAC;IAC3B,CAAC;IACD,KAAK,MAAM,CAAC,GAAG,EAAE,KAAK,CAAC,IAAI,MAAM,CAAC,OAAO,CAAC,SAAS,CAAC,EAAE,CAAC;QACrD,OAAO,GAAG,EAAE,GAAG,OAAO,EAAE,CAAC,GAAG,CAAC,EAAE,KAAK,EAAE,CAAC;QACvC,OAAO,CAAC,GAAG,CAAC,GAAG,EAAE,MAAM,EAAE,UAAU,EAAE,KAAK,EAAE,KAAK,EAAE,CAAC;IACtD,CAAC;IACD,OAAO,EAAE,OAAO,EAAE,OAAO,EAAE,CAAC;AAC9B,CAAC;AAED,iFAAiF;AACjF,SAAS,YAAY,CACnB,WAAoB,EACpB,UAAkB,EAClB,QAAiB;IAEjB,IAAI,KAAK,CAAC,OAAO,CAAC,WAAW,CAAC,EAAE,CAAC;QAC/B,MAAM,IAAI,GAAG,CAAC,GAAG,WAAW,CAAC,CAAC;QAC9B,IAAI,CAAC,UAAU,CAAC,GAAG,QAAQ,CAAC;QAC5B,OAAO,IAAI,CAAC;IACd,CAAC;IACD,MAAM,GAAG,GAAG,WAAsB,CAAC;IACnC,MAAM,MAAM,GAAG,CAAC,GAAI,GAAG,CAAC,MAAoB,CAAC,CAAC;IAC9C,MAAM,CAAC,UAAU,CAAC,GAAG,QAAQ,CAAC;IAC9B,OAAO,EAAE,GAAG,GAAG,EAAE,MAAM,EAAE,CAAC;AAC5B,CAAC;AAED,MAAM,UAAU,2BAA2B,CACzC,MAAiB,EACjB,MAAc,EACd,SAA0B;IAE1B,MAAM,CAAC,YAAY,CACjB,iCAAiC,EACjC;QACE,KAAK,EAAE,mBAAmB;QAC1B,WAAW,EACT,qFAAqF;YACrF,uFAAuF;YACvF,+FAA+F;YAC/F,qEAAqE;YACrE,0FAA0F;YAC1F,qFAAqF;YACrF,kGAAkG;YAClG,8EAA8E;YAC9E,2CAA2C;YAC3C,uEAAuE;YACvE,kFAAkF;QACpF,WAAW,EAAE;YACX,cAAc,EAAE,CAAC;iBACd,MAAM,EAAE;iBACR,IAAI,EAAE;iBACN,GAAG,CAAC,CAAC,CAAC;iBACN,QAAQ,CACP,+FAA+F,CAChG;YACH,OAAO,EAAE,CAAC;iBACP,IAAI,CAAC,cAAc,CAAC;iBACpB,QAAQ,CAAC,0DAA0D,CAAC;YACvE,eAAe,EAAE,CAAC;iBACf,MAAM,EAAE;iBACR,IAAI,EAAE;iBACN,GAAG,CAAC,CAAC,CAAC;iBACN,QAAQ,CACP,wHAAwH,CACzH;YACH,KAAK,EAAE,CAAC;iBACL,MAAM,CAAC,CAAC,CAAC,MAAM,EAAE,EAAE,CAAC,CAAC,OAAO,EAAE,CAAC;iBAC/B,QAAQ,EAAE;iBACV,QAAQ,CACP,gRAAgR,CACjR;YACH,WAAW,EAAE,CAAC;iBACX,MAAM,CAAC,CAAC,CAAC,MAAM,EAAE,EAAE,CAAC,CAAC,OAAO,EAAE,CAAC;iBAC/B,QAAQ,EAAE;iBACV,QAAQ,CACP,uJAAuJ,CACxJ;YACH,OAAO,EAAE,CAAC;iBACP,OAAO,EAAE;iBACT,OAAO,CAAC,KAAK,CAAC;iBACd,QAAQ,CACP,qEAAqE,CACtE;SACJ;QACD,WAAW,EAAE;YACX,YAAY,EAAE,KAAK;YACnB,eAAe,EAAE,KAAK;YACtB,cAAc,EAAE,IAAI;YACpB,aAAa,EAAE,IAAI;SACpB;KACF,EACD,KAAK,EAAE,EACL,cAAc,EACd,OAAO,EACP,eAAe,EACf,KAAK,EACL,WAAW,EACX,OAAO,GACR,EAAE,EAAE;QACH,IAAI,CAAC;YACH,IAAI,MAAM,CAAC,QAAQ,EAAE,CAAC;gBACpB,MAAM,IAAI,kBAAkB,CAC1B,gBAAgB,EAChB,+EAA+E,EAC/E,+IAA+I,CAChJ,CAAC;YACJ,CAAC;YAED,IAAI,CAAC,KAAK,KAAK,SAAS,CAAC,KAAK,CAAC,WAAW,KAAK,SAAS,CAAC,EAAE,CAAC;gBAC1D,MAAM,IAAI,kBAAkB,CAC1B,eAAe,EACf,4CAA4C,EAC5C,oEAAoE,CACrE,CAAC;YACJ,CAAC;YAED,MAAM,IAAI,GAAG,MAAM,MAAM,CAAC,UAAU,CAAC,EAAE,KAAK,EAAE,IAAI,EAAE,CAAC,CAAC;YACtD,MAAM,KAAK,GAAG,YAAY,CAAC,IAAI,CAAC,CAAC;YAEjC,MAAM,SAAS,GAAG,gBAAgB,CAAC,KAAK,EAAE,cAAc,CAAC,CAAC;YAC1D,IAAI,SAAS,KAAK,CAAC,CAAC;gBAAE,MAAM,iBAAiB,CAAC,KAAK,EAAE,cAAc,CAAC,CAAC;YACrE,MAAM,IAAI,GAAG,KAAK,CAAC,SAAS,CAAY,CAAC;YAEzC,MAAM,WAAW,GAAG,IAAI,CAAC,OAAO,CAAC,CAAC;YAClC,MAAM,MAAM,GAAG,SAAS,CAAC,WAAW,CAAC,CAAC;YACtC,IAAI,MAAM,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;gBACxB,MAAM,IAAI,kBAAkB,CAC1B,eAAe,EACf,YAAY,OAAO,cAAc,IAAI,CAAC,IAAI,iBAAiB,EAC3D,4DAA4D,CAC7D,CAAC;YACJ,CAAC;YAED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package/dist/tools/updatePlanSection.js

@@ -1,10 +1,11 @@
 import { z } from "zod";
 import { config } from "../config.js";
-import { ProjectionLabError, errorResult } from "../errors.js";
+import { ProjectionLabError, errorResult, redactedSecretsError, } from "../errors.js";
 import { assertPlanVersion, assertPlansUnchanged, planVersion, } from "../planVersion.js";
 import { toJson } from "../json.js";
 import { log } from "../logger.js";
-import { PLAN_SECTIONS, diffFields, eventLabel, findPlanIndex, getEvents, planNotFoundError, requirePlans, verifySectionApplied, } from "../plans.js";
+import { redactSecrets, findRedactedSecretPaths } from "../redact.js";
+import { PLAN_SECTIONS, assertSectionShape, diffFields, resolvePlanIndex, getEvents, keyEvents, planNotFoundError, requirePlans, verifySectionApplied, } from "../plans.js";
 function isEventish(sectionData) {
     if (Array.isArray(sectionData))
         return true;
@@ -12,30 +13,6 @@ function isEventish(sectionData) {
         typeof sectionData === "object" &&
         Array.isArray(sectionData.events));
 }
-/**
- * Key events for diffing by label plus occurrence number, so events sharing a
- * name each keep their own entry. Ids are not used because a replacement
- * section may omit them. The display name shows the occurrence only when the
- * label repeats.
- */
-function keyEvents(events) {
-    const labelCounts = new Map();
-    for (const e of events) {
-        const label = eventLabel(e);
-        labelCounts.set(label, (labelCounts.get(label) ?? 0) + 1);
-    }
-    const seen = new Map();
-    const keyed = new Map();
-    for (const e of events) {
-        const label = eventLabel(e);
-        const n = (seen.get(label) ?? 0) + 1;
-        seen.set(label, n);
-        const key = `${label}#${n}`;
-        const name = (labelCounts.get(label) ?? 0) > 1 ? `${label} #${n}` : label;
-        keyed.set(key, { name, event: e });
-    }
-    return keyed;
-}
 function diffSection(current, incoming) {
     const currentEvents = getEvents(current);
     const newEvents = getEvents(incoming);
@@ -78,15 +55,17 @@ function diffSection(current, incoming) {
             : {}),
     };
 }
+/** The preview of a section change, with secret-named fields and the Plugin
+ * API key scrubbed like every other plan read. */
 function renderDiff(diff) {
-    return {
+    return redactSecrets({
         itemCount: `${diff.currentCount} → ${diff.newCount}`,
         added: diff.added.length > 0 ? diff.added : undefined,
         removed: diff.removed.length > 0 ? diff.removed : undefined,
         modified: diff.modified.length > 0 ? diff.modified : undefined,
         unchanged: diff.unchanged.length > 0 ? diff.unchanged : undefined,
         fieldChanges: diff.fieldChanges,
-    };
+    }, { byName: true });
 }
 export function registerUpdatePlanSectionTool(server, bridge, snapshots) {
     server.registerTool("projectionlab_update_plan_section", {
@@ -106,13 +85,13 @@ export function registerUpdatePlanSectionTool(server, bridge, snapshots) {
                 .string()
                 .trim()
                 .min(1)
-                .describe("Plan name (case-insensitive, partial match) or exact plan ID"),
+                .describe("Plan name (case-insensitive; a partial match must identify exactly one plan) or exact plan ID"),
             section: z
                 .enum(PLAN_SECTIONS)
                 .describe("Which section of the plan to update"),
             sectionData: z
                 .unknown()
-                .describe("Complete replacement data for the section. Must be the full section object, not a partial patch."),
+                .describe("Complete replacement data for the section. Must be the full section, not a partial patch, and in the section's container shape: an array for milestones, an object with an events array for income, expenses, accounts, assets and priorities, an object for variables, montecarlo and withdrawalStrategy. null, primitives and mismatched shapes are refused."),
             confirm: z
                 .boolean()
                 .default(false)
@@ -133,13 +112,18 @@ export function registerUpdatePlanSectionTool(server, bridge, snapshots) {
             if (config.readOnly) {
                 throw new ProjectionLabError("READ_ONLY_MODE", "Write operations are disabled (read-only mode; PL_READ_ONLY is not \"false\")", "Ask the user whether to enable writes: set PL_READ_ONLY=false in the MCP host env block or ~/.projectionlab-mcp/.env, then restart the server");
             }
+            const redactedPaths = findRedactedSecretPaths(sectionData);
+            if (redactedPaths.length > 0) {
+                throw redactedSecretsError("sectionData", redactedPaths);
+            }
             const data = await bridge.exportData({ fresh: true });
             const plans = requirePlans(data);
-            const planIndex = findPlanIndex(plans, planIdentifier);
+            const planIndex = resolvePlanIndex(plans, planIdentifier);
             if (planIndex === -1)
                 throw planNotFoundError(plans, planIdentifier);
             const plan = plans[planIndex];
             const currentSection = plan[section];
+            assertSectionShape(section, String(plan.name), currentSection, sectionData);
             const diff = diffSection(currentSection, sectionData);
             if (!confirm) {
                 return {
@@ -162,7 +146,7 @@ export function registerUpdatePlanSectionTool(server, bridge, snapshots) {
             }
             assertPlanVersion(plan, expectedPlanVersion);
             // Snapshot all plans before mutation
-            await snapshots.create("updatePlanSection", ["plans"], {
+            const snapshot = await snapshots.create("updatePlanSection", ["plans"], {
                 plans,
             });
             // Rebuild plans array with the one section replaced
@@ -190,6 +174,7 @@ export function registerUpdatePlanSectionTool(server, bridge, snapshots) {
                             section,
                             diff: renderDiff(diff),
                             verified: check.ok,
+                            snapshotId: snapshot.id,
                             message: check.ok
                                 ? "Section updated and verified. Snapshot saved automatically."
                                 : `Section update sent but could not be verified (${check.reason}) - check with projectionlab_get_plan_section. A snapshot was saved; roll back with projectionlab_rollback if needed.`,

package/dist/tools/updatePlanSection.js.map

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+{"version":3,"file":"updatePlanSection.js","sourceRoot":"","sources":["../../src/tools/updatePlanSection.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAIxB,OAAO,EAAE,MAAM,EAAE,MAAM,cAAc,CAAC;AACtC,OAAO,EACL,kBAAkB,EAClB,WAAW,EACX,oBAAoB,GACrB,MAAM,cAAc,CAAC;AACtB,OAAO,EACL,iBAAiB,EACjB,oBAAoB,EACpB,WAAW,GACZ,MAAM,mBAAmB,CAAC;AAC3B,OAAO,EAAE,MAAM,EAAE,MAAM,YAAY,CAAC;AACpC,OAAO,EAAE,GAAG,EAAE,MAAM,cAAc,CAAC;AACnC,OAAO,EAAE,aAAa,EAAE,uBAAuB,EAAE,MAAM,cAAc,CAAC;AACtE,OAAO,EACL,aAAa,EACb,kBAAkB,EAClB,UAAU,EAEV,gBAAgB,EAChB,SAAS,EACT,SAAS,EACT,iBAAiB,EACjB,YAAY,EACZ,oBAAoB,GAErB,MAAM,aAAa,CAAC;AAcrB,SAAS,UAAU,CAAC,WAAoB;IACtC,IAAI,KAAK,CAAC,OAAO,CAAC,WAAW,CAAC;QAAE,OAAO,IAAI,CAAC;IAC5C,OAAO,CACL,CAAC,CAAC,WAAW;QACb,OAAO,WAAW,KAAK,QAAQ;QAC/B,KAAK,CAAC,OAAO,CAAE,WAAuB,CAAC,MAAM,CAAC,CAC/C,CAAC;AACJ,CAAC;AAED,SAAS,WAAW,CAAC,OAAgB,EAAE,QAAiB;IACtD,MAAM,aAAa,GAAG,SAAS,CAAC,OAAO,CAAC,CAAC;IACzC,MAAM,SAAS,GAAG,SAAS,CAAC,QAAQ,CAAC,CAAC;IACtC,MAAM,YAAY,GAChB,CAAC,UAAU,CAAC,OAAO,CAAC,IAAI,CAAC,UAAU,CAAC,QAAQ,CAAC;QAC3C,CAAC,CAAC,UAAU,CAAC,OAAO,EAAE,QAAQ,CAAC;QAC/B,CAAC,CAAC,SAAS,CAAC;IAChB,MAAM,aAAa,GAAG,SAAS,CAAC,aAAa,CAAC,CAAC;IAC/C,MAAM,SAAS,GAAG,SAAS,CAAC,SAAS,CAAC,CAAC;IAEvC,MAAM,KAAK,GAAa,EAAE,CAAC;IAC3B,MAAM,OAAO,GAAa,EAAE,CAAC;IAC7B,MAAM,QAAQ,GAAwD,EAAE,CAAC;IACzE,MAAM,SAAS,GAAa,EAAE,CAAC;IAE/B,KAAK,MAAM,CAAC,GAAG,EAAE,EAAE,IAAI,EAAE,KAAK,EAAE,CAAC,IAAI,SAAS,EAAE,CAAC;QAC/C,MAAM,QAAQ,GAAG,aAAa,CAAC,GAAG,CAAC,GAAG,CAAC,EAAE,KAAK,CAAC;QAC/C,IAAI,QAAQ,KAAK,SAAS,EAAE,CAAC;YAC3B,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;YACjB,SAAS;QACX,CAAC;QACD,MAAM,OAAO,GAAG,UAAU,CAAC,QAAQ,EAAE,KAAK,CAAC,CAAC;QAC5C,IAAI,MAAM,CAAC,IAAI,CAAC,OAAO,CAAC,CAAC,MAAM,GAAG,CAAC,EAAE,CAAC;YACpC,QAAQ,CAAC,IAAI,CAAC,EAAE,IAAI,EAAE,OAAO,EAAE,CAAC,CAAC;QACnC,CAAC;aAAM,CAAC;YACN,SAAS,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;QACvB,CAAC;IACH,CAAC;IACD,KAAK,MAAM,CAAC,GAAG,EAAE,EAAE,IAAI,EAAE,CAAC,IAAI,aAAa,EAAE,CAAC;QAC5C,IAAI,CAAC,SAAS,CAAC,GAAG,CAAC,GAAG,CAAC;YAAE,OAAO,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;IAC9C,CAAC;IAED,OAAO;QACL,YAAY,EAAE,aAAa,CAAC,MAAM;QAClC,QAAQ,EAAE,SAAS,CAAC,MAAM;QAC1B,KAAK,EAAE,KAAK,CAAC,IAAI,EAAE;QACnB,OAAO,EAAE,OAAO,CAAC,IAAI,EAAE;QACvB,QAAQ;QACR,SAAS,EAAE,SAAS,CAAC,IAAI,EAAE;QAC3B,GAAG,CAAC,YAAY,IAAI,MAAM,CAAC,IAAI,CAAC,YAAY,CAAC,CAAC,MAAM,GAAG,CAAC;YACtD,CAAC,CAAC,EAAE,YAAY,EAAE;YAClB,CAAC,CAAC,EAAE,CAAC;KACR,CAAC;AACJ,CAAC;AAED;kDACkD;AAClD,SAAS,UAAU,CAAC,IAAgB;IAClC,OAAO,aAAa,CAAC;QACnB,SAAS,EAAE,GAAG,IAAI,CAAC,YAAY,MAAM,IAAI,CAAC,QAAQ,EAAE;QACpD,KAAK,EAAE,IAAI,CAAC,KAAK,CAAC,MAAM,GAAG,CAAC,CAAC,CAAC,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC,CAAC,SAAS;QACrD,OAAO,EAAE,IAAI,CAAC,OAAO,CAAC,MAAM,GAAG,CAAC,CAAC,CAAC,CAAC,IAAI,CAAC,OAAO,CAAC,CAAC,CAAC,SAAS;QAC3D,QAAQ,EAAE,IAAI,CAAC,QAAQ,CAAC,MAAM,GAAG,CAAC,CAAC,CAAC,CAAC,IAAI,CAAC,QAAQ,CAAC,CAAC,CAAC,SAAS;QAC9D,SAAS,EAAE,IAAI,CAAC,SAAS,CAAC,MAAM,GAAG,CAAC,CAAC,CAAC,CAAC,IAAI,CAAC,SAAS,CAAC,CAAC,CAAC,SAAS;QACjE,YAAY,EAAE,IAAI,CAAC,YAAY;KAChC,EAAE,EAAE,MAAM,EAAE,IAAI,EAAE,CAAC,CAAC;AACvB,CAAC;AAED,MAAM,UAAU,6BAA6B,CAC3C,MAAiB,EACjB,MAAc,EACd,SAA0B;IAE1B,MAAM,CAAC,YAAY,CACjB,mCAAmC,EACnC;QACE,KAAK,EAAE,qBAAqB;QAC5B,WAAW,EACT,yEAAyE;YACzE,2FAA2F;YAC3F,yFAAyF;YACzF,uDAAuD;YACvD,qFAAqF;YACrF,0BAA0B;YAC1B,iGAAiG;YACjG,uFAAuF;YACvF,0FAA0F;YAC1F,4FAA4F;QAC9F,WAAW,EAAE;YACX,cAAc,EAAE,CAAC;iBACd,MAAM,EAAE;iBACR,IAAI,EAAE;iBACN,GAAG,CAAC,CAAC,CAAC;iBACN,QAAQ,CACP,+FAA+F,CAChG;YACH,OAAO,EAAE,CAAC;iBACP,IAAI,CAAC,aAAa,CAAC;iBACnB,QAAQ,CAAC,qCAAqC,CAAC;YAClD,WAAW,EAAE,CAAC;iBACX,OAAO,EAAE;iBACT,QAAQ,CACP,gWAAgW,CACjW;YACH,OAAO,EAAE,CAAC;iBACP,OAAO,EAAE;iBACT,OAAO,CAAC,KAAK,CAAC;iBACd,QAAQ,CACP,uEAAuE,CACxE;YACH,mBAAmB,EAAE,CAAC;iBACnB,MAAM,EAAE;iBACR,QAAQ,EAAE;iBACV,QAAQ,CACP,kIAAkI,CACnI;SACJ;QACD,WAAW,EAAE;YACX,YAAY,EAAE,KAAK;YACnB,eAAe,EAAE,KAAK;YACtB,cAAc,EAAE,IAAI;YACpB,aAAa,EAAE,IAAI;SACpB;KACF,EACD,KAAK,EAAE,EACL,cAAc,EACd,OAAO,EACP,WAAW,EACX,OAAO,EACP,mBAAmB,GACpB,EAAE,EAAE;QACH,IAAI,CAAC;YACH,IAAI,MAAM,CAAC,QAAQ,EAAE,CAAC;gBACpB,MAAM,IAAI,kBAAkB,CAC1B,gBAAgB,EAChB,+EAA+E,EAC/E,+IAA+I,CAChJ,CAAC;YACJ,CAAC;YAED,MAAM,aAAa,GAAG,uBAAuB,CAAC,WAAW,CAAC,CAAC;YAC3D,IAAI,aAAa,CAAC,MAAM,GAAG,CAAC,EAAE,CAAC;gBAC7B,MAAM,oBAAoB,CAAC,aAAa,EAAE,aAAa,CAAC,CAAC;YAC3D,CAAC;YAED,MAAM,IAAI,GAAG,MAAM,MAAM,CAAC,UAAU,CAAC,EAAE,KAAK,EAAE,IAAI,EAAE,CAAC,CAAC;YACtD,MAAM,KAAK,GAAG,YAAY,CAAC,IAAI,CAAC,CAAC;YAEjC,MAAM,SAAS,GAAG,gBAAgB,CAAC,KAAK,EAAE,cAAc,CAAC,CAAC;YAC1D,IAAI,SAAS,KAAK,CAAC,CAAC;gBAAE,MAAM,iBAAiB,CAAC,KAAK,EAAE,cAAc,CAAC,CAAC;YAErE,MAAM,IAAI,GAAG,KAAK,CAAC,SAAS,CAAY,CAAC;YACzC,MAAM,cAAc,GAAG,IAAI,CAAC,OAAO,CAAC,CAAC;YACrC,kBAAkB,CAAC,OAAO,EAAE,MAAM,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE,cAAc,EAAE,WAAW,CAAC,CAAC;YAC5E,MAAM,IAAI,GAAG,WAAW,CAAC,cAAc,EAAE,WAAW,CAAC,CAAC;YAEtD,IAAI,CAAC,OAAO,EAAE,CAAC;gBACb,OAAO;oBACL,OAAO,EAAE;wBACP;4BACE,IAAI,EAAE,MAAM;4BACZ,IAAI,EAAE,MAAM,CAAC;gCACX,MAAM,EAAE,IAAI;gCACZ,SAAS,EAAE,mBAAmB;gCAC9B,QAAQ,EAAE,IAAI,CAAC,IAAI;gCACnB,MAAM,EAAE,IAAI,CAAC,EAAE;gCACf,WAAW,EAAE,WAAW,CAAC,IAAI,CAAC;gCAC9B,OAAO;gCACP,IAAI,EAAE,UAAU,CAAC,IAAI,CAAC;gCACtB,OAAO,EAAE,0BAA0B,OAAO,sBAAsB,IAAI,CAAC,IAAI,iCAA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package/dist/tools/updatePlanSettings.js

@@ -6,27 +6,28 @@ import { toJson } from "../json.js";
 import { log } from "../logger.js";
 import { redactSecrets } from "../redact.js";
 import { PLAN_SETTING_SECTIONS, applyPlanSettingChanges, planSettingChangesApplied, } from "../planSettings.js";
-import { findPlanIndex, planNotFoundError, requirePlans, } from "../plans.js";
+import { resolvePlanIndex, planNotFoundError, requirePlans, } from "../plans.js";
 export function registerUpdatePlanSettingsTool(server, bridge, snapshots) {
     server.registerTool("projectionlab_update_plan_settings", {
         title: "Update Plan Settings",
         description: "Safely patches discrete existing settings in ONE configuration section of ONE plan. " +
             "Paths come from projectionlab_get_plan_settings and may address nested fields, such as " +
             '"estate.enabled". Sibling values are preserved server-side. Unknown paths and JSON type ' +
-            "changes are rejected. When confirm is false (default), returns a dry-run diff. When " +
+            "changes are rejected, and values outside an observed field's allowed values are refused; " +
+            "see projectionlab://data-model for units and allowed values. When confirm is false (default), returns a dry-run diff. When " +
             "confirm is true, auto-snapshots all plans, restores the patched plan, and verifies each value.",
         inputSchema: {
             planIdentifier: z
                 .string()
                 .trim()
                 .min(1)
-                .describe("Plan name (case-insensitive, partial match) or exact plan ID"),
+                .describe("Plan name (case-insensitive; a partial match must identify exactly one plan) or exact plan ID"),
             section: z
                 .enum(PLAN_SETTING_SECTIONS)
                 .describe("The configuration section containing the settings"),
             changes: z
                 .record(z.string(), z.unknown())
-                .describe('Dot-path to value map, e.g. { "inflation": 0.03, "estate.enabled": true }. Every path must already exist and retain its current JSON type.'),
+                .describe('Dot-path to value map, e.g. { "inflation": 3, "estate.enabled": true }. Every path must already exist and retain its current JSON type. Rates use the scale of the current value: most are percentage points (inflation 3 means 3%), some are fractions (taxStrategy.bracketRate 0.22 means 22%).'),
             confirm: z
                 .boolean()
                 .default(false)
@@ -45,11 +46,11 @@ export function registerUpdatePlanSettingsTool(server, bridge, snapshots) {
             }
             const data = await bridge.exportData({ fresh: true });
             const plans = requirePlans(data);
-            const planIndex = findPlanIndex(plans, planIdentifier);
+            const planIndex = resolvePlanIndex(plans, planIdentifier);
             if (planIndex === -1)
                 throw planNotFoundError(plans, planIdentifier);
             const plan = plans[planIndex];
-            const { updated, changes } = applyPlanSettingChanges(plan[section], incoming);
+            const { updated, changes } = applyPlanSettingChanges(plan[section], incoming, section);
             if (!confirm) {
                 return {
                     content: [
@@ -87,7 +88,9 @@ export function registerUpdatePlanSettingsTool(server, bridge, snapshots) {
                     ],
                 };
             }
-            await snapshots.create("updatePlanSettings", ["plans"], { plans });
+            const snapshot = await snapshots.create("updatePlanSettings", ["plans"], {
+                plans,
+            });
             const updatedPlans = [...plans];
             updatedPlans[planIndex] = { ...plan, [section]: updated };
             log.info("updatePlanSettings", `Patching ${Object.keys(changes).length} setting(s) in "${section}" of plan "${plan.name}"`);
@@ -109,6 +112,7 @@ export function registerUpdatePlanSettingsTool(server, bridge, snapshots) {
                             section,
                             changes: redactSecrets(changes, { byName: true }),
                             verified,
+                            snapshotId: snapshot.id,
                             message: verified
                                 ? "Plan settings patched and verified. Snapshot saved automatically."
                                 : "Plan settings update was sent but verification did not confirm every value. A snapshot was saved; inspect the plan settings and roll back if needed.",

package/dist/tools/updatePlanSettings.js.map

@@ -1 +1 @@
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package/dist/types/projectionlab.d.ts

@@ -9,7 +9,9 @@ export interface AccountSummary {
     id: string;
     name: string;
     type: string;
-    balance: number;
+    balance?: number;
+    marketValue?: number;
+    loanBalance?: number;
 }
 export interface PlanSummary {
     id: string;

package/dist/types/wire.d.ts

@@ -7,7 +7,9 @@
  *
  * Transport: JSON text frames over ws://127.0.0.1:<port>. The browser side is
  * always the WebSocket client. The server accepts one active executor
- * connection at a time (newest wins).
+ * connection at a time. The incumbent keeps it: a second authenticated
+ * executor is refused with 4004 and retries until the incumbent goes away,
+ * unless it requests takeover or repeats the incumbent's instanceId.
  */
 /** Bumped on any breaking change to frame shapes or semantics. */
 export declare const PROTOCOL_VERSION = 1;
@@ -33,11 +35,32 @@ export interface HelloFrame {
     protocolVersion: number;
     /** "extension/<version>" or "bootstrap/<version>", the release version from package.json */
     executor: string;
+    /**
+     * Stable id of this executor installation (one UUID per extension
+     * installation, one per page load for the snippet). Additive: absent from
+     * 1.1.0 executors, and the server treats it as absent unless it is a
+     * string of 1 to 64 characters. A hello whose instanceId equals the
+     * connected executor's replaces that connection, so an executor is never
+     * locked out by its own stale socket.
+     */
+    instanceId?: string;
+    /**
+     * Ask the server to switch to this executor now, closing the incumbent
+     * with 4003. Additive: only exactly `true` counts. The extension sends it
+     * when the user presses Save on the options page.
+     */
+    takeover?: boolean;
 }
 /** Server acknowledges a valid hello. Requests only flow after this. */
 export interface HelloAckFrame {
     type: "helloAck";
     protocolVersion: number;
+    /**
+     * The server's release version (package.json). Additive: executors that
+     * ignore it keep working, and older servers simply omit it. The extension
+     * shows a line when its own version differs.
+     */
+    serverVersion?: string;
 }
 export interface RequestFrame {
     type: "request";
@@ -83,6 +106,8 @@ export declare const CLOSE_CODES: {
     readonly AUTH_FAILED: 4001;
     /** Protocol version mismatch. */
     readonly VERSION_MISMATCH: 4002;
-    /** A newer executor connected and replaced this one. */
+    /** A takeover replaced this executor; retry slowly, the next attempt normally gets BUSY. */
     readonly REPLACED: 4003;
+    /** Another executor holds the connection; retry later. */
+    readonly BUSY: 4004;
 };

package/dist/types/wire.js

@@ -7,7 +7,9 @@
  *
  * Transport: JSON text frames over ws://127.0.0.1:<port>. The browser side is
  * always the WebSocket client. The server accepts one active executor
- * connection at a time (newest wins).
+ * connection at a time. The incumbent keeps it: a second authenticated
+ * executor is refused with 4004 and retries until the incumbent goes away,
+ * unless it requests takeover or repeats the incumbent's instanceId.
  */
 /** Bumped on any breaking change to frame shapes or semantics. */
 export const PROTOCOL_VERSION = 1;
@@ -21,7 +23,9 @@ export const CLOSE_CODES = {
     AUTH_FAILED: 4001,
     /** Protocol version mismatch. */
     VERSION_MISMATCH: 4002,
-    /** A newer executor connected and replaced this one. */
+    /** A takeover replaced this executor; retry slowly, the next attempt normally gets BUSY. */
     REPLACED: 4003,
+    /** Another executor holds the connection; retry later. */
+    BUSY: 4004,
 };
 //# sourceMappingURL=wire.js.map

package/dist/types/wire.js.map

@@ -1 +1 @@
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+{"version":3,"file":"wire.js","sourceRoot":"","sources":["../../src/types/wire.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;;GAYG;AAEH,kEAAkE;AAClE,MAAM,CAAC,MAAM,gBAAgB,GAAG,CAAC,CAAC;AAElC,kFAAkF;AAClF,MAAM,CAAC,MAAM,eAAe,GAAG,IAAI,CAAC;AAEpC,kFAAkF;AAClF,MAAM,CAAC,MAAM,qBAAqB,GAAG,MAAM,CAAC;AAqG5C,gDAAgD;AAChD,MAAM,CAAC,MAAM,WAAW,GAAG;IACzB,8FAA8F;IAC9F,WAAW,EAAE,IAAI;IACjB,iCAAiC;IACjC,gBAAgB,EAAE,IAAI;IACtB,4FAA4F;IAC5F,QAAQ,EAAE,IAAI;IACd,0DAA0D;IAC1D,IAAI,EAAE,IAAI;CACF,CAAC"}

package/dist/updateCheck.d.ts

@@ -0,0 +1,22 @@
+export type FetchLike = (url: string, init: {
+    headers: Record<string, string>;
+    signal: AbortSignal;
+}) => Promise<{
+    ok: boolean;
+    json(): Promise<unknown>;
+}>;
+/**
+ * Read the `version` field of the registry's latest-release document.
+ * Any failure (offline, timeout, non-200, bad JSON, missing or unparsable
+ * version) resolves to null; this never rejects.
+ */
+export declare function fetchLatestVersion(fetchImpl?: FetchLike, timeoutMs?: number): Promise<string | null>;
+export interface UpdateCheck {
+    /** Start the lookup; without PL_UPDATE_CHECK=false and at most once. */
+    start(fetchImpl?: FetchLike): void;
+    /** The latest version found, or null while unknown or disabled. */
+    latest(): string | null;
+}
+/** A fresh holder; the module-level one is what the server uses. */
+export declare function createUpdateCheck(): UpdateCheck;
+export declare const updateCheck: UpdateCheck;