import { z } from "zod";
// Enums
export const TransactionClearedStatusSchema = z.enum(["cleared", "uncleared", "reconciled"]);
export const TransactionFlagColorSchema = z.enum([
"red",
"orange",
"yellow",
"green",
"blue",
"purple",
]);
export const ScheduledTransactionFrequencySchema = z.enum([
"never",
"daily",
"weekly",
"everyOtherWeek",
"twiceAMonth",
"every4Weeks",
"monthly",
"everyOtherMonth",
"every3Months",
"every4Months",
"twiceAYear",
"yearly",
"everyOtherYear",
]);
export const AccountTypeSchema = z.enum([
"checking",
"savings",
"cash",
"creditCard",
"lineOfCredit",
"otherAsset",
"otherLiability",
"mortgage",
"autoLoan",
"studentLoan",
"personalLoan",
"medicalDebt",
"otherDebt",
]);
export const BudgetIdSchema = z.object({
budget_id: z.string().describe("The budget ID (use 'last-used' for most recent)"),
});
export const AccountSchema = z.object({
budget_id: z.string().describe("The budget ID"),
account_id: z.string().describe("The account ID"),
});
export const CategorySchema = z.object({
budget_id: z.string().describe("The budget ID"),
category_id: z.string().describe("The category ID"),
});
export const TransactionsSchema = z.object({
budget_id: z.string().describe("The budget ID"),
since_date: z
.string()
.optional()
.describe("Only return transactions on or after this date (YYYY-MM-DD)"),
type: z.enum(["uncategorized", "unapproved"]).optional().describe("Filter by transaction type"),
category_id: z.string().optional().describe("Filter by category ID"),
payee_id: z.string().optional().describe("Filter by payee ID"),
account_id: z.string().optional().describe("Filter by account ID"),
});
export const TransactionSchema = z.object({
budget_id: z.string().describe("The budget ID"),
transaction_id: z.string().describe("The transaction ID"),
});
export const MonthSchema = z.object({
budget_id: z.string().describe("The budget ID"),
month: z.string().describe("The budget month in ISO format (YYYY-MM-01)"),
});
// Write operation schemas
export const CreateTransactionSchema = z.object({
budget_id: z.string().describe("The budget ID"),
account_id: z.string().describe("The account ID for this transaction"),
date: z.string().describe("The transaction date in ISO format (YYYY-MM-DD)"),
amount: z.number().describe("The transaction amount (negative for expense, positive for income)"),
payee_id: z.string().optional().describe("The payee ID"),
payee_name: z.string().optional().describe("The payee name (used if payee_id is not provided)"),
category_id: z.string().optional().describe("The category ID"),
memo: z.string().optional().describe("A memo for the transaction"),
cleared: TransactionClearedStatusSchema.optional().describe("The cleared status"),
approved: z.boolean().optional().describe("Whether the transaction is approved"),
flag_color: TransactionFlagColorSchema.optional().describe("The flag color"),
});
export const UpdateTransactionSchema = z.object({
budget_id: z.string().describe("The budget ID"),
transaction_id: z.string().describe("The transaction ID to update"),
account_id: z.string().optional().describe("The account ID"),
date: z.string().optional().describe("The transaction date in ISO format (YYYY-MM-DD)"),
amount: z.number().optional().describe("The transaction amount"),
payee_id: z.string().optional().describe("The payee ID"),
payee_name: z.string().optional().describe("The payee name"),
category_id: z.string().optional().describe("The category ID"),
memo: z.string().optional().describe("A memo for the transaction"),
cleared: TransactionClearedStatusSchema.optional().describe("The cleared status"),
approved: z.boolean().optional().describe("Whether the transaction is approved"),
flag_color: TransactionFlagColorSchema.optional().describe("The flag color"),
});
export const DeleteTransactionSchema = z.object({
budget_id: z.string().describe("The budget ID"),
transaction_id: z.string().describe("The transaction ID to delete"),
});
export const UpdateCategoryBudgetSchema = z.object({
budget_id: z.string().describe("The budget ID"),
month: z.string().describe("The budget month in ISO format (YYYY-MM-01)"),
category_id: z.string().describe("The category ID"),
budgeted: z.number().describe("The budgeted amount for this category"),
});
export const CreateAccountSchema = z.object({
budget_id: z.string().describe("The budget ID"),
name: z.string().describe("The account name"),
type: AccountTypeSchema.describe("The account type"),
balance: z.number().describe("The initial account balance"),
});
export const ScheduledTransactionSchema = z.object({
budget_id: z.string().describe("The budget ID"),
scheduled_transaction_id: z.string().describe("The scheduled transaction ID"),
});
export const CreateScheduledTransactionSchema = z.object({
budget_id: z.string().describe("The budget ID"),
account_id: z.string().describe("The account ID for this scheduled transaction"),
date: z.string().describe("The first date for this scheduled transaction (YYYY-MM-DD)"),
amount: z
.number()
.optional()
.describe("The transaction amount (negative for expense, positive for income)"),
payee_id: z.string().optional().describe("The payee ID"),
payee_name: z.string().optional().describe("The payee name (used if payee_id is not provided)"),
category_id: z.string().optional().describe("The category ID"),
memo: z.string().optional().describe("A memo for the scheduled transaction"),
flag_color: TransactionFlagColorSchema.optional().describe("The flag color"),
frequency: ScheduledTransactionFrequencySchema.optional().describe(
"The frequency of the scheduled transaction"
),
});
export const UpdateScheduledTransactionSchema = z.object({
budget_id: z.string().describe("The budget ID"),
scheduled_transaction_id: z.string().describe("The scheduled transaction ID to update"),
account_id: z.string().optional().describe("The account ID"),
date: z.string().optional().describe("The next date for this scheduled transaction (YYYY-MM-DD)"),
amount: z.number().optional().describe("The transaction amount"),
payee_id: z.string().optional().describe("The payee ID"),
payee_name: z.string().optional().describe("The payee name"),
category_id: z.string().optional().describe("The category ID"),
memo: z.string().optional().describe("A memo for the scheduled transaction"),
flag_color: TransactionFlagColorSchema.optional().describe("The flag color"),
frequency: ScheduledTransactionFrequencySchema.optional().describe(
"The frequency of the scheduled transaction"
),
});
export const DeleteScheduledTransactionSchema = z.object({
budget_id: z.string().describe("The budget ID"),
scheduled_transaction_id: z.string().describe("The scheduled transaction ID to delete"),
});
export const PayeeSchema = z.object({
budget_id: z.string().describe("The budget ID"),
payee_id: z.string().describe("The payee ID"),
});
export const UpdatePayeeSchema = z.object({
budget_id: z.string().describe("The budget ID"),
payee_id: z.string().describe("The payee ID"),
name: z.string().describe("The new payee name (max 500 characters)"),
});
// History operation schemas
export const ListHistorySchema = z.object({
budget_id: z.string().optional().describe("Filter by budget ID (optional)"),
limit: z.number().optional().describe("Maximum number of entries to return (default: 20)"),
});
export const GetHistoryEntrySchema = z.object({
entry_id: z.string().describe("The history entry ID"),
});
export const UndoOperationSchema = z.object({
entry_id: z.string().describe("The history entry ID to undo"),
});
// Derived types from schemas
export type TransactionClearedStatus = z.infer<typeof TransactionClearedStatusSchema>;
export type TransactionFlagColor = z.infer<typeof TransactionFlagColorSchema>;
export type AccountType = z.infer<typeof AccountTypeSchema>;
export type ScheduledTransactionFrequency = z.infer<typeof ScheduledTransactionFrequencySchema>;
// Input types for client methods (omit budget_id which is passed separately)
export type CreateTransactionInput = Omit<z.infer<typeof CreateTransactionSchema>, "budget_id">;
export type UpdateTransactionInput = Omit<
z.infer<typeof UpdateTransactionSchema>,
"budget_id" | "transaction_id"
>;
export type CreateAccountInput = Omit<z.infer<typeof CreateAccountSchema>, "budget_id">;
export type CreateScheduledTransactionInput = Omit<
z.infer<typeof CreateScheduledTransactionSchema>,
"budget_id"
>;
export type UpdateScheduledTransactionInput = Omit<
z.infer<typeof UpdateScheduledTransactionSchema>,
"budget_id" | "scheduled_transaction_id"
>;
