ynab-mcp-deluxe 0.1.9

package/dist/types.d.ts

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+/**
+ * Type definitions for the YNAB MCP server
+ */
+import type { Account, BudgetDetail, Category, CategoryGroup, CurrencyFormat, MonthDetail, Payee, PayeeLocation, ScheduledSubTransaction, ScheduledTransactionSummary, SubTransaction, TransactionClearedStatus, TransactionFlagColor, TransactionSummary } from 'ynab';
+/**
+ * Cleared status derived from YNAB SDK.
+ * DO NOT hardcode these values - always use this type.
+ */
+export type ClearedStatus = TransactionClearedStatus;
+/**
+ * Flag color derived from YNAB SDK.
+ * The SDK includes "" (empty string) for "no flag". For input types
+ * (create/update), use FlagColorInput which excludes the empty string.
+ */
+export type FlagColor = TransactionFlagColor;
+/**
+ * Flag color for input operations (create/update) - excludes the empty
+ * string value that the SDK includes for "no flag".
+ */
+export type FlagColorInput = Exclude<TransactionFlagColor, ''>;
+/**
+ * Local replica of a YNAB budget with O(1) lookup maps.
+ * This is NOT a cache - it's a local copy that we keep in sync with the server.
+ */
+export interface LocalBudget {
+    accountById: Map<string, Account>;
+    accountByName: Map<string, Account>;
+    accounts: Account[];
+    budgetId: string;
+    budgetName: string;
+    categories: Category[];
+    categoryById: Map<string, Category>;
+    categoryByName: Map<string, Category>;
+    categoryGroupNameById: Map<string, string>;
+    categoryGroups: CategoryGroup[];
+    currencyFormat: CurrencyFormat | null;
+    lastSyncedAt: Date;
+    months: MonthDetail[];
+    needsSync: boolean;
+    payeeById: Map<string, Payee>;
+    payeeLocations: PayeeLocation[];
+    payees: Payee[];
+    scheduledSubtransactions: ScheduledSubTransaction[];
+    scheduledSubtransactionsByScheduledTransactionId: Map<string, ScheduledSubTransaction[]>;
+    scheduledTransactions: ScheduledTransactionSummary[];
+    serverKnowledge: number;
+    subtransactions: SubTransaction[];
+    subtransactionsByTransactionId: Map<string, SubTransaction[]>;
+    transactions: TransactionSummary[];
+}
+/**
+ * Sync type for tracking what kind of sync was performed
+ */
+export type SyncType = 'full' | 'delta';
+/**
+ * Options for getLocalBudgetWithSync()
+ */
+export interface GetLocalBudgetOptions {
+    /**
+     * Force a sync operation:
+     * - 'full': Do a complete re-fetch (useful for sanity checks, suspected drift)
+     * - 'delta': Force delta sync even if interval hasn't passed
+     * - undefined: Let sync policy decide
+     */
+    forceSync?: 'full' | 'delta';
+}
+/**
+ * Sync history entry persisted to disk
+ */
+export interface SyncHistoryEntry {
+    /**
+     * Budget data from YNAB API response.
+     * For full sync: complete budget.
+     * For delta sync: only changed entities.
+     */
+    budget: BudgetDetail;
+    /**
+     * For delta syncs, the server_knowledge before the sync.
+     * Null for full syncs.
+     */
+    previousServerKnowledge: number | null;
+    /**
+     * The server_knowledge returned by this sync.
+     */
+    serverKnowledge: number;
+    /**
+     * Type of sync performed
+     */
+    syncType: SyncType;
+    /**
+     * When this sync was performed (ISO 8601 UTC)
+     */
+    syncedAt: string;
+}
+/**
+ * Performance timing data for sync operations
+ */
+export interface SyncPerformanceTiming {
+    apiDurationMs: number;
+    mergeDurationMs: number;
+    persistDurationMs: number;
+    rebuildMapsDurationMs: number;
+    totalDurationMs: number;
+}
+/**
+ * Result of a sync operation
+ */
+export interface SyncResult {
+    /** Change counts from delta sync (null for full sync) */
+    changesReceived: {
+        accounts: number;
+        categories: number;
+        months: number;
+        payees: number;
+        scheduledTransactions: number;
+        transactions: number;
+    } | null;
+    /** The updated local budget */
+    localBudget: LocalBudget;
+    /** Type of sync performed */
+    syncType: SyncType;
+    /** Performance timing data */
+    timing: SyncPerformanceTiming;
+}
+/**
+ * Interface for sync providers (API, Static JSON, etc.)
+ */
+export interface SyncProvider {
+    /**
+     * Perform a delta sync using last_knowledge_of_server.
+     * Returns the delta response from YNAB API.
+     */
+    deltaSync(budgetId: string, lastKnowledge: number): Promise<{
+        budget: BudgetDetail;
+        serverKnowledge: number;
+    }>;
+    /**
+     * Perform a full sync (initial or forced).
+     * Returns the complete budget from YNAB API.
+     */
+    fullSync(budgetId: string): Promise<{
+        budget: BudgetDetail;
+        serverKnowledge: number;
+    }>;
+}
+/**
+ * Enriched subtransaction with resolved names
+ */
+export interface EnrichedSubTransaction {
+    amount: number;
+    amount_currency: number;
+    category_group_name: string | null;
+    category_id: string | null;
+    category_name: string | null;
+    id: string;
+    memo: string | null;
+    payee_id: string | null;
+    payee_name: string | null;
+    transaction_id: string;
+    transfer_account_id: string | null;
+}
+/**
+ * Enriched transaction with both IDs (for API operations) and resolved names (for LLM reasoning)
+ */
+export interface EnrichedTransaction {
+    account_id: string;
+    account_name: string;
+    amount: number;
+    amount_currency: number;
+    approved: boolean;
+    category_group_name: string | null;
+    category_id: string | null;
+    category_name: string | null;
+    cleared: ClearedStatus;
+    date: string;
+    flag_color: string | null;
+    id: string;
+    import_id: string | null;
+    import_payee_name: string | null;
+    import_payee_name_original: string | null;
+    memo: string | null;
+    payee_id: string | null;
+    payee_name: string | null;
+    subtransactions: EnrichedSubTransaction[];
+    transfer_account_id: string | null;
+}
+/**
+ * Category with group information
+ */
+export interface EnrichedCategory {
+    activity?: number;
+    balance?: number;
+    budgeted?: number;
+    category_group_id: string;
+    category_group_name: string;
+    deleted: boolean;
+    hidden: boolean;
+    id: string;
+    name: string;
+}
+/**
+ * Account with currency amounts
+ */
+export interface EnrichedAccount {
+    balance: number;
+    balance_currency: number;
+    cleared_balance: number;
+    cleared_balance_currency: number;
+    closed: boolean;
+    /** If linked, whether the connection is in an error state */
+    direct_import_in_error: boolean;
+    /** Whether the account is linked to a financial institution for automatic import */
+    direct_import_linked: boolean;
+    id: string;
+    name: string;
+    on_budget: boolean;
+    type: string;
+    uncleared_balance: number;
+    uncleared_balance_currency: number;
+}
+/**
+ * Payee information
+ */
+export interface EnrichedPayee {
+    id: string;
+    name: string;
+    transfer_account_id: string | null;
+}
+/**
+ * Budget summary with currency format
+ */
+export interface EnrichedBudgetSummary {
+    currency_format: {
+        currency_symbol: string;
+        decimal_digits: number;
+        decimal_separator: string;
+        example_format: string;
+        iso_code: string;
+        symbol_first: boolean;
+    } | null;
+    first_month: string | null;
+    id: string;
+    last_modified_on: string | null;
+    last_month: string | null;
+    name: string;
+}
+/**
+ * Category distribution entry for payee history
+ */
+export interface CategoryDistribution {
+    category_group_name: string | null;
+    category_name: string | null;
+    count: number;
+    percentage: number;
+}
+/**
+ * Payee history response
+ */
+export interface PayeeHistoryResponse {
+    category_distribution: CategoryDistribution[];
+    payee_search: string;
+    total_matches: number;
+    transactions: EnrichedTransaction[];
+}
+/**
+ * Update transaction result
+ */
+export interface UpdateTransactionsResult {
+    updated: EnrichedTransaction[];
+}
+/**
+ * Category group with categories (for get_categories response)
+ */
+export interface CategoryGroupResponse {
+    categories: {
+        hidden: boolean;
+        id: string;
+        name: string;
+    }[];
+    group_id: string;
+    group_name: string;
+}
+/**
+ * Budget selector - can specify by name or id
+ */
+export interface BudgetSelector {
+    id?: string;
+    name?: string;
+}
+/**
+ * Account selector - can specify by name or id
+ */
+export interface AccountSelector {
+    id?: string;
+    name?: string;
+}
+/**
+ * Transaction status filter
+ */
+export type TransactionStatus = 'uncategorized' | 'unapproved' | 'all';
+/**
+ * Sort options for transactions
+ */
+export type TransactionSortBy = 'newest' | 'oldest' | 'amount_desc' | 'amount_asc';
+/**
+ * Update subtransaction input (for split transactions)
+ */
+export interface UpdateSubTransactionInput {
+    /** Amount in milliunits (must sum to parent transaction amount) */
+    amount: number;
+    /** Category ID for this subtransaction */
+    category_id?: string;
+    /** Memo for this subtransaction (max 500 chars) */
+    memo?: string;
+    /** Payee ID for this subtransaction */
+    payee_id?: string;
+    /** Payee name (creates new if not found, max 200 chars) */
+    payee_name?: string;
+}
+/**
+ * Transaction update payload - supports full transaction editing
+ */
+export interface TransactionUpdate {
+    /** Move transaction to different account */
+    account_id?: string;
+    /** Change amount (in milliunits) */
+    amount?: number;
+    /** Set approval status */
+    approved?: boolean;
+    /** Set category */
+    category_id?: string;
+    /** Set cleared status */
+    cleared?: ClearedStatus;
+    /** Change transaction date (YYYY-MM-DD) */
+    date?: string;
+    /** Set flag color (null to clear) */
+    flag_color?: FlagColorInput | null;
+    /** Transaction ID (required) */
+    id: string;
+    /** Set memo text */
+    memo?: string;
+    /** Set payee by ID */
+    payee_id?: string;
+    /** Set payee by name (creates new payee if not found) */
+    payee_name?: string;
+    /**
+     * Subtransactions for split transactions.
+     * WARNING: This OVERWRITES all existing subtransactions - it does not merge.
+     * When provided, the parent category_id should be null.
+     * Subtransaction amounts must sum to the parent amount.
+     *
+     * TODO: Consider adding a merge mode that fetches existing subtransactions
+     * and merges with the provided ones, for a more intuitive UX.
+     */
+    subtransactions?: UpdateSubTransactionInput[];
+}
+/**
+ * Category selector - can specify by name or id
+ */
+export interface CategorySelector {
+    id?: string;
+    name?: string;
+}
+/**
+ * Payee selector - can specify by name or id
+ */
+export interface PayeeSelector {
+    id?: string;
+    name?: string;
+}
+/**
+ * Enriched scheduled subtransaction (for split scheduled transactions)
+ */
+export interface EnrichedScheduledSubTransaction {
+    amount: number;
+    amount_currency: number;
+    category_id: string | null;
+    category_name: string | null;
+    id: string;
+    memo: string | null;
+    payee_id: string | null;
+    payee_name: string | null;
+    scheduled_transaction_id: string;
+    transfer_account_id: string | null;
+}
+/**
+ * Enriched scheduled transaction
+ */
+export interface EnrichedScheduledTransaction {
+    account_id: string;
+    account_name: string;
+    amount: number;
+    amount_currency: number;
+    category_id: string | null;
+    category_name: string | null;
+    date_first: string;
+    date_next: string;
+    flag_color: string | null;
+    frequency: string;
+    id: string;
+    memo: string | null;
+    payee_id: string | null;
+    payee_name: string | null;
+    subtransactions: EnrichedScheduledSubTransaction[];
+    transfer_account_id: string | null;
+}
+/**
+ * Month summary
+ */
+export interface EnrichedMonthSummary {
+    activity: number;
+    activity_currency: number;
+    age_of_money: number | null;
+    budgeted: number;
+    budgeted_currency: number;
+    income: number;
+    income_currency: number;
+    month: string;
+    note: string | null;
+    to_be_budgeted: number;
+    to_be_budgeted_currency: number;
+}
+/**
+ * Budget month detail with categories
+ */
+export interface EnrichedBudgetMonthDetail {
+    activity: number;
+    activity_currency: number;
+    age_of_money: number | null;
+    budgeted: number;
+    budgeted_currency: number;
+    categories: EnrichedMonthCategory[];
+    income: number;
+    income_currency: number;
+    month: string;
+    note: string | null;
+    to_be_budgeted: number;
+    to_be_budgeted_currency: number;
+}
+/**
+ * Category with month-specific budget info
+ */
+export interface EnrichedMonthCategory {
+    activity: number;
+    activity_currency: number;
+    balance: number;
+    balance_currency: number;
+    budgeted: number;
+    budgeted_currency: number;
+    category_group_id: string;
+    category_group_name: string;
+    goal_percentage_complete: number | null;
+    goal_target: number | null;
+    goal_type: string | null;
+    hidden: boolean;
+    id: string;
+    name: string;
+}
+/**
+ * Create subtransaction input (for split transactions)
+ */
+export interface CreateSubTransactionInput {
+    /** Amount in milliunits (must sum to parent transaction amount) */
+    amount: number;
+    /** Category ID for this subtransaction */
+    category_id?: string;
+    /** Memo for this subtransaction (max 500 chars) */
+    memo?: string;
+    /** Payee ID for this subtransaction */
+    payee_id?: string;
+    /** Payee name (creates new if not found, max 200 chars) */
+    payee_name?: string;
+}
+/**
+ * Create transaction input
+ */
+export interface CreateTransactionInput {
+    account_id: string;
+    amount: number;
+    approved?: boolean;
+    category_id?: string;
+    cleared?: ClearedStatus;
+    date: string;
+    flag_color?: FlagColorInput;
+    memo?: string;
+    payee_id?: string;
+    payee_name?: string;
+    /**
+     * Subtransactions for split transactions.
+     * When provided, the parent category_id should be null.
+     * Subtransaction amounts must sum to the parent amount.
+     */
+    subtransactions?: CreateSubTransactionInput[];
+}
+/**
+ * Budget backup metadata
+ */
+export interface BudgetBackupMetadata {
+    backup_timestamp: string;
+    budget_id: string;
+    budget_name: string;
+    server_knowledge: number;
+    ynab_mcp_server_version: string;
+}
+/**
+ * Complete budget backup (raw YNAB export with metadata)
+ */
+export interface BudgetBackup {
+    backup_metadata: BudgetBackupMetadata;
+    budget: unknown;
+}
+/**
+ * Journal entry for change tracking
+ */
+export interface JournalEntry {
+    after: unknown;
+    before: unknown;
+    budget: {
+        id: string;
+        name: string;
+    };
+    changes?: Record<string, {
+        from: unknown;
+        to: unknown;
+    }>;
+    id: string;
+    metadata?: {
+        affected_count?: number;
+        affected_ids?: string[];
+        summary?: string;
+    };
+    operation: string;
+    timestamp: string;
+}
+//# sourceMappingURL=types.d.ts.map

package/dist/types.d.ts.map

@@ -0,0 +1 @@
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package/dist/types.js

@@ -0,0 +1,4 @@
+/**
+ * Type definitions for the YNAB MCP server
+ */
+export {};