YNAB MCP Server

""" Test category-related MCP tools. """ from unittest.mock import MagicMock import ynab from assertions import assert_pagination_info, extract_response_data from conftest import create_ynab_category from fastmcp.client import Client, FastMCPTransport async def test_list_categories_success( mock_repository: MagicMock, mcp_client: Client[FastMCPTransport] ) -> None: """Test successful category listing.""" visible_category = create_ynab_category( id="cat-1", name="Groceries", note="Food shopping", goal_type="TB", goal_target=100_000, goal_percentage_complete=50, ) hidden_category = create_ynab_category( id="cat-hidden", name="Hidden Category", hidden=True, # Should be excluded budgeted=10_000, activity=0, balance=10_000, ) category_group = ynab.CategoryGroupWithCategories( id="group-1", name="Monthly Bills", hidden=False, deleted=False, categories=[visible_category, hidden_category], ) # Mock repository to return category groups mock_repository.get_category_groups.return_value = [category_group] result = await mcp_client.call_tool("list_categories", {}) response_data = extract_response_data(result) # Should only include visible category categories = response_data["categories"] assert len(categories) == 1 assert categories[0]["id"] == "cat-1" assert categories[0]["name"] == "Groceries" assert categories[0]["category_group_name"] == "Monthly Bills" assert_pagination_info( response_data["pagination"], total_count=1, limit=50, has_more=False, ) async def test_list_category_groups_success( mock_repository: MagicMock, mcp_client: Client[FastMCPTransport] ) -> None: """Test successful category group listing.""" category = ynab.Category( id="cat-1", category_group_id="group-1", category_group_name="Monthly Bills", name="Test Category", hidden=False, original_category_group_id=None, note=None, budgeted=50000, activity=-30000, balance=20000, goal_type=None, goal_needs_whole_amount=None, goal_day=None, goal_cadence=None, goal_cadence_frequency=None, goal_creation_month=None, goal_target=None, goal_target_month=None, goal_percentage_complete=None, goal_months_to_budget=None, goal_under_funded=None, goal_overall_funded=None, goal_overall_left=None, deleted=False, ) category_group = ynab.CategoryGroupWithCategories( id="group-1", name="Monthly Bills", hidden=False, deleted=False, categories=[category], ) # Mock repository to return category groups mock_repository.get_category_groups.return_value = [category_group] result = await mcp_client.call_tool("list_category_groups", {}) groups_data = extract_response_data(result) # Should return a list of category groups assert isinstance(groups_data, list) assert len(groups_data) == 1 group = groups_data[0] assert group["id"] == "group-1" assert group["name"] == "Monthly Bills" async def test_list_categories_filters_deleted_and_hidden( mock_repository: MagicMock, mcp_client: Client[FastMCPTransport] ) -> None: """Test that list_categories automatically filters out deleted and hidden.""" # Active category (should be included) mock_active_category = ynab.Category( id="cat-active", name="Active Category", category_group_id="group-1", hidden=False, deleted=False, note="Active", budgeted=10000, activity=-5000, balance=5000, goal_type=None, goal_target=None, goal_percentage_complete=None, goal_under_funded=None, goal_creation_month=None, goal_target_month=None, goal_overall_funded=None, goal_overall_left=None, ) # Hidden category (should be excluded) mock_hidden_category = ynab.Category( id="cat-hidden", name="Hidden Category", category_group_id="group-1", hidden=True, deleted=False, note="Hidden", budgeted=0, activity=0, balance=0, goal_type=None, goal_target=None, goal_percentage_complete=None, goal_under_funded=None, goal_creation_month=None, goal_target_month=None, goal_overall_funded=None, goal_overall_left=None, ) # Deleted category (should be excluded) mock_deleted_category = ynab.Category( id="cat-deleted", name="Deleted Category", category_group_id="group-1", hidden=False, deleted=True, note="Deleted", budgeted=0, activity=0, balance=0, goal_type=None, goal_target=None, goal_percentage_complete=None, goal_under_funded=None, goal_creation_month=None, goal_target_month=None, goal_overall_funded=None, goal_overall_left=None, ) category_group = ynab.CategoryGroupWithCategories( id="group-1", name="Monthly Bills", hidden=False, deleted=False, categories=[ mock_active_category, mock_hidden_category, mock_deleted_category, ], ) # Mock repository to return category groups mock_repository.get_category_groups.return_value = [category_group] result = await mcp_client.call_tool("list_categories", {}) response_data = extract_response_data(result) # Should only include the active category assert len(response_data["categories"]) == 1 assert response_data["categories"][0]["id"] == "cat-active" assert response_data["categories"][0]["name"] == "Active Category" async def test_list_category_groups_filters_deleted( mock_repository: MagicMock, mcp_client: Client[FastMCPTransport] ) -> None: """Test that list_category_groups automatically filters out deleted groups.""" # Active group (should be included) active_group = ynab.CategoryGroupWithCategories( id="group-active", name="Active Group", hidden=False, deleted=False, categories=[], ) # Deleted group (should be excluded) deleted_group = ynab.CategoryGroupWithCategories( id="group-deleted", name="Deleted Group", hidden=False, deleted=True, categories=[], ) # Mock repository to return category groups mock_repository.get_category_groups.return_value = [active_group, deleted_group] result = await mcp_client.call_tool("list_category_groups", {}) response_data = extract_response_data(result) # Should only include the active group assert isinstance(response_data, list) assert len(response_data) == 1 group = response_data[0] assert group["id"] == "group-active" assert group["name"] == "Active Group"