the query_transactions_tool_handler mcp tool supports filtering multiple categories or accounts with the same name, and filtering sub-accounts / secondary categories by their parent account / category name

pkg/mcp/query_transactions_tool_handler.go

@@ -126,13 +126,12 @@ func (h *mcpQueryTransactionsToolHandler) Handle(c *core.WebContext, callToolReq
 		return nil, nil, err
 	}
 
-	accountsMap := services.GetAccountService().GetVisibleAccountNameMapByList(allAccounts)
 	filterAccountIds := make([]int64, 0)
 
 	if queryTransactionsRequest.AccountName != "" {
-		if account, exists := accountsMap[queryTransactionsRequest.AccountName]; exists {
-			filterAccountIds = append(filterAccountIds, account.AccountId)
-		} else {
+		filterAccountIds = services.GetAccountService().GetAccountOrSubAccountIdsByAccountName(allAccounts, queryTransactionsRequest.AccountName)
+
+		if len(filterAccountIds) < 1 {
 			return nil, nil, errs.ErrAccountNotFound
 		}
 	}
@@ -144,13 +143,12 @@ func (h *mcpQueryTransactionsToolHandler) Handle(c *core.WebContext, callToolReq
 		return nil, nil, err
 	}
 
-	categoriesMap := services.GetTransactionCategoryService().GetVisibleCategoryNameMapByList(allCategories)
 	filterCategoryIds := make([]int64, 0)
 
 	if queryTransactionsRequest.SecondaryCategoryName != "" {
-		if category, exists := categoriesMap[queryTransactionsRequest.SecondaryCategoryName]; exists {
-			filterCategoryIds = append(filterCategoryIds, category.CategoryId)
-		} else {
+		filterCategoryIds = services.GetTransactionCategoryService().GetCategoryOrSubCategoryIdsByCategoryName(allCategories, queryTransactionsRequest.SecondaryCategoryName)
+
+		if len(filterCategoryIds) < 1 {
 			return nil, nil, errs.ErrTransactionCategoryNotFound
 		}
 	}

pkg/services/accounts.go

@@ -940,3 +940,44 @@ func (s *AccountService) GetAccountOrSubAccountIds(c core.Context, accountIds st
 
 	return allAccountIds, nil
 }
+
+// GetAccountOrSubAccountIdsByAccountName returns a list of account ids or sub-account ids according to given account name
+func (s *AccountService) GetAccountOrSubAccountIdsByAccountName(accounts []*models.Account, accountName string) []int64 {
+	accountIds := make([]int64, 0)
+	parentAccountIds := make([]int64, 0)
+	childAccountByParentAccountId := make(map[int64][]*models.Account)
+
+	for i := 0; i < len(accounts); i++ {
+		account := accounts[i]
+
+		if account.Name == accountName {
+			if account.Type == models.ACCOUNT_TYPE_SINGLE_ACCOUNT {
+				accountIds = append(accountIds, account.AccountId)
+			} else if account.Type == models.ACCOUNT_TYPE_MULTI_SUB_ACCOUNTS {
+				parentAccountIds = append(parentAccountIds, account.AccountId)
+			}
+		} else if account.ParentAccountId > 0 {
+			childAccounts, exists := childAccountByParentAccountId[account.ParentAccountId]
+
+			if !exists {
+				childAccounts = make([]*models.Account, 0)
+			}
+
+			childAccounts = append(childAccounts, account)
+			childAccountByParentAccountId[account.ParentAccountId] = childAccounts
+		}
+	}
+
+	for i := 0; i < len(parentAccountIds); i++ {
+		parentAccountId := parentAccountIds[i]
+
+		if childAccounts, exists := childAccountByParentAccountId[parentAccountId]; exists {
+			for j := 0; j < len(childAccounts); j++ {
+				childAccount := childAccounts[j]
+				accountIds = append(accountIds, childAccount.AccountId)
+			}
+		}
+	}
+
+	return accountIds
+}

pkg/services/transaction_categories.go

@@ -602,3 +602,44 @@ func (s *TransactionCategoryService) GetCategoryOrSubCategoryIds(c core.Context,
 
 	return allCategoryIds, nil
 }
+
+// GetCategoryOrSubCategoryIdsByCategoryName returns a list of transaction category ids or sub-category ids according to given category name
+func (s *TransactionCategoryService) GetCategoryOrSubCategoryIdsByCategoryName(categories []*models.TransactionCategory, categoryName string) []int64 {
+	categoryIds := make([]int64, 0)
+	parentCategoryIds := make([]int64, 0)
+	childCategoryByParentCategoryId := make(map[int64][]*models.TransactionCategory)
+
+	for i := 0; i < len(categories); i++ {
+		category := categories[i]
+
+		if category.Name == categoryName {
+			if category.ParentCategoryId != models.LevelOneTransactionCategoryParentId {
+				categoryIds = append(categoryIds, category.CategoryId)
+			} else if category.ParentCategoryId == models.LevelOneTransactionCategoryParentId {
+				parentCategoryIds = append(parentCategoryIds, category.CategoryId)
+			}
+		} else if category.ParentCategoryId != models.LevelOneTransactionCategoryParentId {
+			childCategories, exists := childCategoryByParentCategoryId[category.ParentCategoryId]
+
+			if !exists {
+				childCategories = make([]*models.TransactionCategory, 0)
+			}
+
+			childCategories = append(childCategories, category)
+			childCategoryByParentCategoryId[category.ParentCategoryId] = childCategories
+		}
+	}
+
+	for i := 0; i < len(parentCategoryIds); i++ {
+		parentCategoryId := parentCategoryIds[i]
+
+		if childCategories, exists := childCategoryByParentCategoryId[parentCategoryId]; exists {
+			for j := 0; j < len(childCategories); j++ {
+				childCategory := childCategories[j]
+				categoryIds = append(categoryIds, childCategory.CategoryId)
+			}
+		}
+	}
+
+	return categoryIds
+}