YNAB MCP Server

""" Test account-related MCP tools. """ from unittest.mock import MagicMock import ynab from assertions import assert_pagination_info, extract_response_data from conftest import create_ynab_account from fastmcp.client import Client, FastMCPTransport async def test_list_accounts_success( mock_repository: MagicMock, mcp_client: Client[FastMCPTransport], ) -> None: """Test successful account listing.""" open_account = create_ynab_account( id="acc-1", name="Checking", account_type=ynab.AccountType.CHECKING, note="Main account", ) closed_account = create_ynab_account( id="acc-2", name="Savings", account_type=ynab.AccountType.SAVINGS, closed=True, # Should be excluded balance=0, ) # Mock repository to return test accounts mock_repository.get_accounts.return_value = [open_account, closed_account] result = await mcp_client.call_tool("list_accounts", {}) response_data = extract_response_data(result) # Should only include open account accounts = response_data["accounts"] assert len(accounts) == 1 assert accounts[0]["id"] == "acc-1" assert accounts[0]["name"] == "Checking" assert_pagination_info( response_data["pagination"], total_count=1, limit=100, has_more=False, ) async def test_list_accounts_filters_closed_accounts( mock_repository: MagicMock, mcp_client: Client[FastMCPTransport], ) -> None: """Test that list_accounts automatically excludes closed accounts.""" open_checking = create_ynab_account( id="acc-1", name="Checking", account_type=ynab.AccountType.CHECKING, closed=False, ) closed_savings = create_ynab_account( id="acc-2", name="Old Savings", account_type=ynab.AccountType.SAVINGS, closed=True, ) open_credit = create_ynab_account( id="acc-3", name="Credit Card", account_type=ynab.AccountType.CREDITCARD, closed=False, ) mock_repository.get_accounts.return_value = [ open_checking, closed_savings, open_credit, ] result = await mcp_client.call_tool("list_accounts", {}) response_data = extract_response_data(result) # Should only include open accounts accounts = response_data["accounts"] assert len(accounts) == 2 account_names = [acc["name"] for acc in accounts] assert "Checking" in account_names assert "Credit Card" in account_names assert "Old Savings" not in account_names # Closed account excluded async def test_list_accounts_pagination( mock_repository: MagicMock, mcp_client: Client[FastMCPTransport], ) -> None: """Test account listing with pagination.""" accounts = [] for i in range(5): accounts.append( create_ynab_account( id=f"acc-{i}", name=f"Account {i}", closed=False, ) ) mock_repository.get_accounts.return_value = accounts # Test first page result = await mcp_client.call_tool("list_accounts", {"limit": 2, "offset": 0}) response_data = extract_response_data(result) assert len(response_data["accounts"]) == 2 assert_pagination_info( response_data["pagination"], total_count=5, limit=2, has_more=True, ) # Test second page result = await mcp_client.call_tool("list_accounts", {"limit": 2, "offset": 2}) response_data = extract_response_data(result) assert len(response_data["accounts"]) == 2 assert_pagination_info( response_data["pagination"], total_count=5, limit=2, offset=2, has_more=True, ) async def test_list_accounts_with_repository_sync( mock_repository: MagicMock, mcp_client: Client[FastMCPTransport], ) -> None: """Test that list_accounts triggers repository sync when needed.""" account = create_ynab_account(id="acc-1", name="Test Account") # Mock repository to return empty initially (not initialized) mock_repository.get_accounts.return_value = [account] result = await mcp_client.call_tool("list_accounts", {}) response_data = extract_response_data(result) # Verify repository was called mock_repository.get_accounts.assert_called_once() # Verify account data was returned assert len(response_data["accounts"]) == 1 assert response_data["accounts"][0]["id"] == "acc-1" async def test_list_accounts_account_types( mock_repository: MagicMock, mcp_client: Client[FastMCPTransport], ) -> None: """Test that different account types are handled correctly.""" checking_account = create_ynab_account( id="acc-checking", name="My Checking", account_type=ynab.AccountType.CHECKING, on_budget=True, ) savings_account = create_ynab_account( id="acc-savings", name="Emergency Fund", account_type=ynab.AccountType.SAVINGS, on_budget=True, ) credit_card = create_ynab_account( id="acc-credit", name="Visa Card", account_type=ynab.AccountType.CREDITCARD, on_budget=True, ) investment_account = create_ynab_account( id="acc-investment", name="401k", account_type=ynab.AccountType.OTHERASSET, on_budget=False, # Typically off-budget ) mock_repository.get_accounts.return_value = [ checking_account, savings_account, credit_card, investment_account, ] result = await mcp_client.call_tool("list_accounts", {}) response_data = extract_response_data(result) # All account types should be included (none are closed) accounts = response_data["accounts"] assert len(accounts) == 4 # Verify account types are preserved account_types = {acc["id"]: acc["type"] for acc in accounts} assert account_types["acc-checking"] == "checking" assert account_types["acc-savings"] == "savings" assert account_types["acc-credit"] == "creditCard" assert account_types["acc-investment"] == "otherAsset" # Verify on_budget status on_budget_status = {acc["id"]: acc["on_budget"] for acc in accounts} assert on_budget_status["acc-checking"] is True assert on_budget_status["acc-investment"] is False async def test_list_accounts_with_debt_fields( mock_repository: MagicMock, mcp_client: Client[FastMCPTransport], ) -> None: """Test that debt-related fields are properly included for debt accounts.""" # Create a mortgage account with debt fields mortgage_account = create_ynab_account( id="acc-mortgage", name="Home Mortgage", account_type=ynab.AccountType.MORTGAGE, on_budget=False, balance=-250_000_000, # -$250,000 in milliunits debt_interest_rates={ "2024-01-01": 3375, "2024-07-01": 3250, }, # 3.375%, 3.25% in milliunits debt_minimum_payments={ "2024-01-01": 1500_000, "2024-07-01": 1450_000, }, # $1500, $1450 in milliunits debt_escrow_amounts={ "2024-01-01": 300_000, "2024-07-01": 325_000, }, # $300, $325 in milliunits ) # Create a credit card with empty debt fields credit_card = create_ynab_account( id="acc-credit", name="Visa Card", account_type=ynab.AccountType.CREDITCARD, on_budget=True, balance=-2500_000, # -$2,500 in milliunits debt_interest_rates={}, # Empty for credit cards debt_minimum_payments={}, debt_escrow_amounts={}, ) # Create a regular checking account without debt fields checking_account = create_ynab_account( id="acc-checking", name="Checking", account_type=ynab.AccountType.CHECKING, balance=5000_000, # $5,000 in milliunits ) mock_repository.get_accounts.return_value = [ mortgage_account, credit_card, checking_account, ] result = await mcp_client.call_tool("list_accounts", {}) response_data = extract_response_data(result) accounts = response_data["accounts"] assert len(accounts) == 3 # Find mortgage account and verify debt fields mortgage = next(acc for acc in accounts if acc["id"] == "acc-mortgage") assert mortgage["debt_interest_rates"] == { "2024-01-01": "0.03375", # 3.375% as decimal "2024-07-01": "0.0325", # 3.25% as decimal } assert mortgage["debt_minimum_payments"] == { "2024-01-01": "1500", "2024-07-01": "1450", } assert mortgage["debt_escrow_amounts"] == { "2024-01-01": "300", "2024-07-01": "325", } # Verify credit card has null debt fields (empty dicts become None) credit = next(acc for acc in accounts if acc["id"] == "acc-credit") assert credit["debt_interest_rates"] is None assert credit["debt_minimum_payments"] is None assert credit["debt_escrow_amounts"] is None # Verify checking account has null debt fields checking = next(acc for acc in accounts if acc["id"] == "acc-checking") assert checking["debt_interest_rates"] is None assert checking["debt_minimum_payments"] is None assert checking["debt_escrow_amounts"] is None