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modify file name
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MaysWind
@@ -0,0 +1,310 @@
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package mcp
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import (
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"encoding/json"
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"reflect"
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"github.com/mayswind/ezbookkeeping/pkg/core"
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"github.com/mayswind/ezbookkeeping/pkg/errs"
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"github.com/mayswind/ezbookkeeping/pkg/log"
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"github.com/mayswind/ezbookkeeping/pkg/models"
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"github.com/mayswind/ezbookkeeping/pkg/settings"
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"github.com/mayswind/ezbookkeeping/pkg/utils"
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)
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const transactionTypeIncome = "income"
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const transactionTypeExpense = "expense"
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const transactionTypeTransfer = "transfer"
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// MCPAddTransactionRequest represents all parameters of the add transaction request
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type MCPAddTransactionRequest struct {
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Type string `json:"type" jsonschema:"enum=income,enum=expense,enum=transfer" jsonschema_description:"Transaction type (income, expense, transfer)"`
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Time string `json:"time" jsonschema:"format=date-time" jsonschema_description:"Transaction time in RFC 3339 format (e.g. 2023-01-01T12:00:00Z)"`
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SecondaryCategoryName string `json:"category_name" jsonschema_description:"Secondary category name for the transaction"`
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AccountName string `json:"account_name" jsonschema_description:"Account name for the transaction"`
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Amount string `json:"amount" jsonschema_description:"Transaction amount"`
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DestinationAccountName string `json:"destination_account_name,omitempty" jsonschema_description:"Destination account name for transfer transactions (optional)"`
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DestinationAmount string `json:"destination_amount,omitempty" jsonschema_description:"Destination amount for transfer transactions (optional)"`
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Tags []string `json:"tags,omitempty" jsonschema_description:"List of tags associated with the transaction (optional, maximum 10 tags allowed)"`
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Comment string `json:"comment,omitempty" jsonschema_description:"Transaction description"`
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DryRun bool `json:"dry_run,omitempty" jsonschema_description:"If true, the transaction will not be saved, only validated (optional)"`
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}
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// MCPAddTransactionResponse represents the response structure for add transaction
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type MCPAddTransactionResponse struct {
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Success bool `json:"success" jsonschema_description:"Indicates whether the transaction was added successfully"`
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DryRun bool `json:"dry_run,omitempty" jsonschema_description:"Indicates whether this is a dry run (transaction not saved actually)"`
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AccountBalance string `json:"account_balance,omitempty" jsonschema_description:"Account balance (or outstanding balance for debt accounts) after the transaction"`
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DestinationAccountBalance string `json:"destination_account_balance,omitempty" jsonschema_description:"Destination account balance (or outstanding balance for debt accounts) after the transaction (only for transfer transactions)"`
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}
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type mcpAddTransactionToolHandler struct{}
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var MCPAddTransactionToolHandler = &mcpAddTransactionToolHandler{}
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// Name returns the name of the MCP tool
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func (h *mcpAddTransactionToolHandler) Name() string {
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return "add_transaction"
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}
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// Description returns the description of the MCP tool
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func (h *mcpAddTransactionToolHandler) Description() string {
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return "Add a new transaction in ezBookkeeping."
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}
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// InputType returns the input type for the MCP tool request
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func (h *mcpAddTransactionToolHandler) InputType() reflect.Type {
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return reflect.TypeOf(&MCPAddTransactionRequest{})
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}
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// OutputType returns the output type for the MCP tool response
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func (h *mcpAddTransactionToolHandler) OutputType() reflect.Type {
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return reflect.TypeOf(&MCPAddTransactionResponse{})
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}
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// Handle processes the MCP call tool request and returns the response
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func (h *mcpAddTransactionToolHandler) Handle(c *core.WebContext, callToolReq *MCPCallToolRequest, user *models.User, currentConfig *settings.Config, services MCPAvailableServices) (any, []*MCPTextContent, error) {
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var addTransactionRequest MCPAddTransactionRequest
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if callToolReq.Arguments != nil {
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if err := json.Unmarshal(callToolReq.Arguments, &addTransactionRequest); err != nil {
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return nil, nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
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}
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} else {
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return nil, nil, errs.ErrIncompleteOrIncorrectSubmission
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}
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if addTransactionRequest.Type == transactionTypeTransfer {
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if addTransactionRequest.DestinationAccountName == "" || addTransactionRequest.DestinationAmount == "" {
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return nil, nil, errs.ErrIncompleteOrIncorrectSubmission
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}
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}
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if len(addTransactionRequest.Tags) > models.MaximumTagsCountOfTransaction {
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return nil, nil, errs.ErrTransactionHasTooManyTags
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}
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uid := user.Uid
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allAccounts, err := services.GetAccountService().GetAllAccountsByUid(c, uid)
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if err != nil {
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log.Warnf(c, "[add_transaction.Handle] get account error, because %s", err.Error())
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return nil, nil, err
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}
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accountsMap := services.GetAccountService().GetVisibleAccountNameMapByList(allAccounts)
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sourceAccount, exists := accountsMap[addTransactionRequest.AccountName]
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if !exists {
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log.Warnf(c, "[add_transaction.Handle] source account \"%s\" not found for user \"uid:%d\"", addTransactionRequest.AccountName, uid)
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return nil, nil, errs.ErrSourceAccountNotFound
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}
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var destinationAccount *models.Account
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destinationAccountId := int64(0)
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if addTransactionRequest.Type == transactionTypeTransfer {
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destinationAccount, exists = accountsMap[addTransactionRequest.DestinationAccountName]
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if !exists {
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log.Warnf(c, "[add_transaction.Handle] destination account \"%s\" not found for user \"uid:%d\"", addTransactionRequest.DestinationAccountName, uid)
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return nil, nil, errs.ErrDestinationAccountNotFound
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}
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destinationAccountId = destinationAccount.AccountId
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}
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allCategories, err := services.GetTransactionCategoryService().GetAllCategoriesByUid(c, uid, 0, -1)
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if err != nil {
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log.Warnf(c, "[add_transaction.Handle] get transaction category error, because %s", err.Error())
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return nil, nil, err
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}
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categoriesMap := services.GetTransactionCategoryService().GetVisibleCategoryNameMapByList(allCategories)
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category, exists := categoriesMap[addTransactionRequest.SecondaryCategoryName]
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if !exists {
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log.Warnf(c, "[add_transaction.Handle] secondary category \"%s\" not found for user \"uid:%d\"", addTransactionRequest.SecondaryCategoryName, uid)
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return nil, nil, errs.ErrTransactionCategoryNotFound
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}
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var tagIds []int64
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if len(addTransactionRequest.Tags) > 0 {
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allTags, err := services.GetTransactionTagService().GetAllTagsByUid(c, uid)
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if err != nil {
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log.Warnf(c, "[add_transaction.Handle] get transaction tag ids error, because %s", err.Error())
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return nil, nil, err
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}
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tagMaps := services.GetTransactionTagService().GetTagNameMapByList(allTags)
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tagIds = make([]int64, 0, len(addTransactionRequest.Tags))
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for _, tagName := range addTransactionRequest.Tags {
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if tag, exists := tagMaps[tagName]; exists {
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tagIds = append(tagIds, tag.TagId)
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} else {
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log.Warnf(c, "[add_transaction.Handle] transaction tag \"%s\" not found for user \"uid:%d\"", tagName, uid)
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}
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}
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}
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transaction := h.createNewTransactionModel(uid, &addTransactionRequest, category.CategoryId, sourceAccount.AccountId, destinationAccountId, c.ClientIP())
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transactionEditable := user.CanEditTransactionByTransactionTime(transaction.TransactionTime, transaction.TimezoneUtcOffset)
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if !transactionEditable {
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return nil, nil, errs.ErrCannotCreateTransactionWithThisTransactionTime
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}
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if !addTransactionRequest.DryRun {
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err = services.GetTransactionService().CreateTransaction(c, transaction, tagIds, nil)
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if err != nil {
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log.Errorf(c, "[add_transaction.Handle] failed to create transaction \"id:%d\" for user \"uid:%d\", because %s", transaction.TransactionId, uid, err.Error())
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return nil, nil, err
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}
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log.Infof(c, "[add_transaction.Handle] user \"uid:%d\" has created a new transaction \"id:%d\" successfully", uid, transaction.TransactionId)
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accountIds := []int64{sourceAccount.AccountId}
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if transaction.Type == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
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accountIds = append(accountIds, destinationAccountId)
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}
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newAccounts, err := services.GetAccountService().GetAccountsByAccountIds(c, uid, accountIds)
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if err != nil {
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log.Warnf(c, "[add_transaction.Handle] failed to get latest accounts info after transaction created, because %s", err.Error())
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}
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structuredResponse, response, err := h.createNewMCPAddTransactionResponse(c, transaction, newAccounts, false)
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if err != nil {
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return nil, nil, err
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}
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return structuredResponse, response, nil
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} else {
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newAccounts := make(map[int64]*models.Account)
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newAccounts[sourceAccount.AccountId] = sourceAccount
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if transaction.Type == models.TRANSACTION_DB_TYPE_EXPENSE || transaction.Type == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
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sourceAccount.Balance -= transaction.Amount
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} else if transaction.Type == models.TRANSACTION_DB_TYPE_INCOME {
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sourceAccount.Balance += transaction.Amount
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}
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if transaction.Type == models.TRANSACTION_DB_TYPE_TRANSFER_OUT && destinationAccount != nil {
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newAccounts[destinationAccount.AccountId] = destinationAccount
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destinationAccount.Balance += transaction.RelatedAccountAmount
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}
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structuredResponse, response, err := h.createNewMCPAddTransactionResponse(c, transaction, newAccounts, true)
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if err != nil {
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return nil, nil, err
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}
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return structuredResponse, response, nil
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}
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}
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func (h *mcpAddTransactionToolHandler) createNewTransactionModel(uid int64, addTransactionRequest *MCPAddTransactionRequest, categoryId int64, sourceAccountId int64, destinationAccountId int64, clientIp string) *models.Transaction {
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var transactionDbType models.TransactionDbType
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if addTransactionRequest.Type == transactionTypeExpense {
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transactionDbType = models.TRANSACTION_DB_TYPE_EXPENSE
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} else if addTransactionRequest.Type == transactionTypeIncome {
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transactionDbType = models.TRANSACTION_DB_TYPE_INCOME
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} else if addTransactionRequest.Type == transactionTypeTransfer {
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transactionDbType = models.TRANSACTION_DB_TYPE_TRANSFER_OUT
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}
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transactionTime, err := utils.ParseFromLongDateTimeWithTimezoneRFC3339Format(addTransactionRequest.Time)
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if err != nil {
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return nil
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}
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amount, err := utils.ParseAmount(addTransactionRequest.Amount)
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if err != nil {
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return nil
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}
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transaction := &models.Transaction{
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Uid: uid,
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Type: transactionDbType,
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CategoryId: categoryId,
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TransactionTime: utils.GetMinTransactionTimeFromUnixTime(transactionTime.Unix()),
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TimezoneUtcOffset: utils.GetTimezoneOffsetMinutes(transactionTime.Location()),
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AccountId: sourceAccountId,
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Amount: amount,
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HideAmount: false,
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Comment: addTransactionRequest.Comment,
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CreatedIp: clientIp,
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}
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if addTransactionRequest.Type == transactionTypeTransfer {
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transaction.RelatedAccountId = destinationAccountId
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destinationAmount, err := utils.ParseAmount(addTransactionRequest.DestinationAmount)
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if err != nil {
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return nil
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}
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transaction.RelatedAccountAmount = destinationAmount
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}
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return transaction
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}
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func (h *mcpAddTransactionToolHandler) createNewMCPAddTransactionResponse(c *core.WebContext, transaction *models.Transaction, accountsMap map[int64]*models.Account, dryRun bool) (any, []*MCPTextContent, error) {
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var sourceAccountInfo *models.AccountInfoResponse
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var destinationAccountInfo *models.AccountInfoResponse
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if sourceAccount, exists := accountsMap[transaction.AccountId]; exists {
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sourceAccountInfo = sourceAccount.ToAccountInfoResponse()
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}
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if transaction.Type == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
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if destinationAccount, exists := accountsMap[transaction.RelatedAccountId]; exists {
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destinationAccountInfo = destinationAccount.ToAccountInfoResponse()
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}
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}
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response := MCPAddTransactionResponse{
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Success: true,
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DryRun: dryRun,
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}
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if sourceAccountInfo != nil {
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if sourceAccountInfo.IsAsset {
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response.AccountBalance = utils.FormatAmount(sourceAccountInfo.Balance)
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} else if sourceAccountInfo.IsLiability {
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response.AccountBalance = utils.FormatAmount(-sourceAccountInfo.Balance)
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}
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}
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if transaction.Type == models.TRANSACTION_DB_TYPE_TRANSFER_OUT && destinationAccountInfo != nil {
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if destinationAccountInfo.IsAsset {
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response.DestinationAccountBalance = utils.FormatAmount(destinationAccountInfo.Balance)
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} else if destinationAccountInfo.IsLiability {
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response.DestinationAccountBalance = utils.FormatAmount(-destinationAccountInfo.Balance)
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}
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}
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content, err := json.Marshal(response)
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if err != nil {
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return nil, nil, err
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}
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return response, []*MCPTextContent{
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NewMCPTextContent(string(content)),
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}, nil
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}
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