update-allocation

Instructions

Implementation Reference

• src/tools/project-management/allocations.ts:62-83 (handler)

  The handler function for the update-allocation tool. It accepts a task_id and optional fields (project_id, people_id, start_date, end_date, hours, notes, billable, task_type, status), destructures task_id from the rest, and sends a PATCH request to /tasks/{task_id} via floatApi.

  // Update allocation
  export const updateAllocation = createTool(
    'update-allocation',
    'Update an existing allocation',
    z.object({
      task_id: z.union([z.string(), z.number()]).describe('The allocation ID (task_id in Float API)'),
      project_id: z.number().optional().describe('Project ID'),
      people_id: z.number().optional().describe('Person ID'),
      start_date: z.string().optional().describe('Allocation start date (YYYY-MM-DD)'),
      end_date: z.string().optional().describe('Allocation end date (YYYY-MM-DD)'),
      hours: z.number().optional().describe('Number of hours allocated'),
      notes: z.string().optional().describe('Allocation notes'),
      billable: z.number().optional().describe('Billable flag (0=non-billable, 1=billable)'),
      task_type: z.number().optional().describe('Task type'),
      status: z.number().optional().describe('Status (numeric)'),
    }),
    async (params) => {
      const { task_id, ...updateData } = params;
      const allocation = await floatApi.patch(`/tasks/${task_id}`, updateData, allocationSchema);
      return allocation;
    }
  );

• src/tools/project-management/allocations.ts:66-77 (schema)

  Input schema for update-allocation using zod. Requires task_id, all other fields are optional for partial updates.

  z.object({
    task_id: z.union([z.string(), z.number()]).describe('The allocation ID (task_id in Float API)'),
    project_id: z.number().optional().describe('Project ID'),
    people_id: z.number().optional().describe('Person ID'),
    start_date: z.string().optional().describe('Allocation start date (YYYY-MM-DD)'),
    end_date: z.string().optional().describe('Allocation end date (YYYY-MM-DD)'),
    hours: z.number().optional().describe('Number of hours allocated'),
    notes: z.string().optional().describe('Allocation notes'),
    billable: z.number().optional().describe('Billable flag (0=non-billable, 1=billable)'),
    task_type: z.number().optional().describe('Task type'),
    status: z.number().optional().describe('Status (numeric)'),
  }),

• src/tools/index.ts:233-237 (registration)

  updateAllocation is imported from './project-management/allocations.js' and included in the legacyTools array (line 236) which is exported as part of the tools array.

  listAllocations,
  getAllocation,
  createAllocation,
  updateAllocation,
  deleteAllocation,

• src/services/float-api.ts:654-661 (helper)

  The FloatApi.patch method used by the update-allocation handler to make the PATCH request to the Float API.

  async patch<T>(
    url: string,
    data: unknown,
    schema?: z.ZodType<T>,
    format: ResponseFormat = 'json'
  ): Promise<T> {
    return this.handleRateLimitRetry(() => this.makeRequest<T>('PATCH', url, data, schema, format));
  }

• src/types/float.ts:130-145 (schema)

  The allocation response schema (zod) used to validate the API response from the PATCH request.

  export const allocationSchema = z.object({
    task_id: z.number().optional(), // Float API uses task_id for allocations
    project_id: z.number().optional(),
    people_id: z.number().optional(), // Float API uses people_id, not person_id
    start_date: z.string().nullable().optional(),
    end_date: z.string().nullable().optional(),
    hours: z.number().nullable().optional(),
    notes: z.string().nullable().optional(),
    created: z.string().nullable().optional(), // Float API uses 'created', not 'created_at'
    modified: z.string().nullable().optional(), // Float API uses 'modified', not 'updated_at'
    billable: z.number().nullable().optional(), // 0 = non-billable, 1 = billable
    repeat_state: z.number().nullable().optional(),
    repeat_end: z.string().nullable().optional(),
    task_type: z.number().nullable().optional(),
    status: z.number().nullable().optional(),
  });