add transaction mcp handler

This commit is contained in:
MaysWind
2025-07-06 22:03:26 +08:00
parent 6da42686a9
commit 5a1b649011
6 changed files with 608 additions and 8 deletions
+320
View File
@@ -0,0 +1,320 @@
package mcp
import (
"encoding/json"
"reflect"
"github.com/mayswind/ezbookkeeping/pkg/core"
"github.com/mayswind/ezbookkeeping/pkg/errs"
"github.com/mayswind/ezbookkeeping/pkg/log"
"github.com/mayswind/ezbookkeeping/pkg/models"
"github.com/mayswind/ezbookkeeping/pkg/settings"
"github.com/mayswind/ezbookkeeping/pkg/utils"
)
const transactionTypeIncome = "income"
const transactionTypeExpense = "expense"
const transactionTypeTransfer = "transfer"
// MCPAddTransactionRequest represents all parameters of the add transaction request
type MCPAddTransactionRequest struct {
Type string `json:"type" jsonschema:"enum=income,enum=expense,enum=transfer" jsonschema_description:"Transaction type (income, expense, transfer)"`
Time string `json:"time" jsonschema:"format=date-time" jsonschema_description:"Transaction time in RFC 3339 format (e.g. 2023-01-01T12:00:00Z)"`
SecondaryCategoryName string `json:"category_name" jsonschema_description:"Secondary category name for the transaction"`
AccountName string `json:"account_name" jsonschema_description:"Account name for the transaction"`
Amount string `json:"amount" jsonschema_description:"Transaction amount"`
DestinationAccountName string `json:"destination_account_name,omitempty" jsonschema_description:"Destination account name for transfer transactions (optional)"`
DestinationAmount string `json:"destination_amount,omitempty" jsonschema_description:"Destination amount for transfer transactions (optional)"`
Tags []string `json:"tags,omitempty" jsonschema_description:"List of tags associated with the transaction (optional, maximum 10 tags allowed)"`
Comment string `json:"comment,omitempty" jsonschema_description:"Transaction description"`
DryRun bool `json:"dry_run,omitempty" jsonschema_description:"If true, the transaction will not be saved, only validated (optional)"`
}
// MCPAddTransactionResponse represents the response structure for add transaction
type MCPAddTransactionResponse struct {
Success bool `json:"success" jsonschema_description:"Indicates whether the transaction was added successfully"`
DryRun bool `json:"dry_run,omitempty" jsonschema_description:"Indicates whether this is a dry run (transaction not saved actually)"`
AccountBalance string `json:"account_balance,omitempty" jsonschema_description:"Account balance (or outstanding balance for debt accounts) after the transaction"`
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)"`
}
type mcpAddTransactionToolHandler struct{}
var MCPAddTransactionToolHandler = &mcpAddTransactionToolHandler{}
// Name returns the name of the MCP tool
func (h *mcpAddTransactionToolHandler) Name() string {
return "add_transaction"
}
// Description returns the description of the MCP tool
func (h *mcpAddTransactionToolHandler) Description() string {
return "Add a new transaction in ezBookkeeping."
}
// InputType returns the input type for the MCP tool request
func (h *mcpAddTransactionToolHandler) InputType() reflect.Type {
return reflect.TypeOf(&MCPAddTransactionRequest{})
}
// OutputType returns the output type for the MCP tool response
func (h *mcpAddTransactionToolHandler) OutputType() reflect.Type {
return reflect.TypeOf(&MCPAddTransactionResponse{})
}
// Handle processes the MCP call tool request and returns the response
func (h *mcpAddTransactionToolHandler) Handle(c *core.WebContext, callToolReq *MCPCallToolRequest, currentConfig *settings.Config, services MCPAvailableServices) (any, []*MCPTextContent, *errs.Error) {
var addTransactionRequest MCPAddTransactionRequest
if callToolReq.Arguments != nil {
if err := json.Unmarshal(callToolReq.Arguments, &addTransactionRequest); err != nil {
return nil, nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
}
} else {
return nil, nil, errs.ErrIncompleteOrIncorrectSubmission
}
if addTransactionRequest.Type == transactionTypeTransfer {
if addTransactionRequest.DestinationAccountName == "" || addTransactionRequest.DestinationAmount == "" {
return nil, nil, errs.ErrIncompleteOrIncorrectSubmission
}
}
if len(addTransactionRequest.Tags) > models.MaximumTagsCountOfTransaction {
return nil, nil, errs.ErrTransactionHasTooManyTags
}
uid := c.GetCurrentUid()
user, err := services.GetUserService().GetUserById(c, uid)
if err != nil {
if !errs.IsCustomError(err) {
log.Errorf(c, "[add_transaction.Handle] failed to get user, because %s", err.Error())
}
return nil, nil, errs.ErrUserNotFound
}
allAccounts, err := services.GetAccountService().GetAllAccountsByUid(c, uid)
if err != nil {
log.Warnf(c, "[add_transaction.Handle] get account error, because %s", err.Error())
return nil, nil, errs.Or(err, errs.ErrOperationFailed)
}
accountsMap := services.GetAccountService().GetVisibleAccountNameMapByList(allAccounts)
sourceAccount, exists := accountsMap[addTransactionRequest.AccountName]
if !exists {
log.Warnf(c, "[add_transaction.Handle] source account \"%s\" not found for user \"uid:%d\"", addTransactionRequest.AccountName, uid)
return nil, nil, errs.ErrSourceAccountNotFound
}
var destinationAccount *models.Account
destinationAccountId := int64(0)
if addTransactionRequest.Type == transactionTypeTransfer {
destinationAccount, exists = accountsMap[addTransactionRequest.DestinationAccountName]
if !exists {
log.Warnf(c, "[add_transaction.Handle] destination account \"%s\" not found for user \"uid:%d\"", addTransactionRequest.DestinationAccountName, uid)
return nil, nil, errs.ErrDestinationAccountNotFound
}
destinationAccountId = destinationAccount.AccountId
}
allCategories, err := services.GetTransactionCategoryService().GetAllCategoriesByUid(c, uid, 0, -1)
if err != nil {
log.Warnf(c, "[add_transaction.Handle] get transaction category error, because %s", err.Error())
return nil, nil, errs.Or(err, errs.ErrOperationFailed)
}
categoriesMap := services.GetTransactionCategoryService().GetVisibleCategoryNameMapByList(allCategories)
category, exists := categoriesMap[addTransactionRequest.SecondaryCategoryName]
if !exists {
log.Warnf(c, "[add_transaction.Handle] secondary category \"%s\" not found for user \"uid:%d\"", addTransactionRequest.SecondaryCategoryName, uid)
return nil, nil, errs.ErrTransactionCategoryNotFound
}
var tagIds []int64
if len(addTransactionRequest.Tags) > 0 {
allTags, err := services.GetTransactionTagService().GetAllTagsByUid(c, uid)
if err != nil {
log.Warnf(c, "[add_transaction.Handle] get transaction tag ids error, because %s", err.Error())
return nil, nil, errs.Or(err, errs.ErrOperationFailed)
}
tagMaps := services.GetTransactionTagService().GetTagNameMapByList(allTags)
tagIds = make([]int64, 0, len(addTransactionRequest.Tags))
for _, tagName := range addTransactionRequest.Tags {
if tag, exists := tagMaps[tagName]; exists {
tagIds = append(tagIds, tag.TagId)
} else {
log.Warnf(c, "[add_transaction.Handle] transaction tag \"%s\" not found for user \"uid:%d\"", tagName, uid)
}
}
}
transaction := h.createNewTransactionModel(uid, &addTransactionRequest, category.CategoryId, sourceAccount.AccountId, destinationAccountId, c.ClientIP())
transactionEditable := user.CanEditTransactionByTransactionTime(transaction.TransactionTime, transaction.TimezoneUtcOffset)
if !transactionEditable {
return nil, nil, errs.ErrCannotCreateTransactionWithThisTransactionTime
}
if !addTransactionRequest.DryRun {
err = services.GetTransactionService().CreateTransaction(c, transaction, tagIds, nil)
if err != nil {
log.Errorf(c, "[add_transaction.Handle] failed to create transaction \"id:%d\" for user \"uid:%d\", because %s", transaction.TransactionId, uid, err.Error())
return nil, nil, errs.Or(err, errs.ErrOperationFailed)
}
log.Infof(c, "[add_transaction.Handle] user \"uid:%d\" has created a new transaction \"id:%d\" successfully", uid, transaction.TransactionId)
accountIds := []int64{sourceAccount.AccountId}
if transaction.Type == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
accountIds = append(accountIds, destinationAccountId)
}
newAccounts, err := services.GetAccountService().GetAccountsByAccountIds(c, uid, accountIds)
if err != nil {
log.Warnf(c, "[add_transaction.Handle] failed to get latest accounts info after transaction created, because %s", err.Error())
}
structuredResponse, response, err := h.createNewMCPAddTransactionResponse(c, transaction, newAccounts, false)
if err != nil {
return nil, nil, errs.Or(err, errs.ErrOperationFailed)
}
return structuredResponse, response, nil
} else {
newAccounts := make(map[int64]*models.Account)
newAccounts[sourceAccount.AccountId] = sourceAccount
if transaction.Type == models.TRANSACTION_DB_TYPE_EXPENSE || transaction.Type == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
sourceAccount.Balance -= transaction.Amount
} else if transaction.Type == models.TRANSACTION_DB_TYPE_INCOME {
sourceAccount.Balance += transaction.Amount
}
if transaction.Type == models.TRANSACTION_DB_TYPE_TRANSFER_OUT && destinationAccount != nil {
newAccounts[destinationAccount.AccountId] = destinationAccount
destinationAccount.Balance += transaction.RelatedAccountAmount
}
structuredResponse, response, err := h.createNewMCPAddTransactionResponse(c, transaction, newAccounts, true)
if err != nil {
return nil, nil, errs.Or(err, errs.ErrOperationFailed)
}
return structuredResponse, response, nil
}
}
func (h *mcpAddTransactionToolHandler) createNewTransactionModel(uid int64, addTransactionRequest *MCPAddTransactionRequest, categoryId int64, sourceAccountId int64, destinationAccountId int64, clientIp string) *models.Transaction {
var transactionDbType models.TransactionDbType
if addTransactionRequest.Type == transactionTypeExpense {
transactionDbType = models.TRANSACTION_DB_TYPE_EXPENSE
} else if addTransactionRequest.Type == transactionTypeIncome {
transactionDbType = models.TRANSACTION_DB_TYPE_INCOME
} else if addTransactionRequest.Type == transactionTypeTransfer {
transactionDbType = models.TRANSACTION_DB_TYPE_TRANSFER_OUT
}
transactionTime, err := utils.ParseFromLongDateTimeWithTimezoneRFC3339Format(addTransactionRequest.Time)
if err != nil {
return nil
}
amount, err := utils.ParseAmount(addTransactionRequest.Amount)
if err != nil {
return nil
}
transaction := &models.Transaction{
Uid: uid,
Type: transactionDbType,
CategoryId: categoryId,
TransactionTime: utils.GetMinTransactionTimeFromUnixTime(transactionTime.Unix()),
TimezoneUtcOffset: utils.GetTimezoneOffsetMinutes(transactionTime.Location()),
AccountId: sourceAccountId,
Amount: amount,
HideAmount: false,
Comment: addTransactionRequest.Comment,
CreatedIp: clientIp,
}
if addTransactionRequest.Type == transactionTypeTransfer {
transaction.RelatedAccountId = destinationAccountId
destinationAmount, err := utils.ParseAmount(addTransactionRequest.DestinationAmount)
if err != nil {
return nil
}
transaction.RelatedAccountAmount = destinationAmount
}
return transaction
}
func (h *mcpAddTransactionToolHandler) createNewMCPAddTransactionResponse(c *core.WebContext, transaction *models.Transaction, accountsMap map[int64]*models.Account, dryRun bool) (any, []*MCPTextContent, error) {
var sourceAccountInfo *models.AccountInfoResponse
var destinationAccountInfo *models.AccountInfoResponse
if sourceAccount, exists := accountsMap[transaction.AccountId]; exists {
sourceAccountInfo = sourceAccount.ToAccountInfoResponse()
}
if transaction.Type == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
if destinationAccount, exists := accountsMap[transaction.RelatedAccountId]; exists {
destinationAccountInfo = destinationAccount.ToAccountInfoResponse()
}
}
response := MCPAddTransactionResponse{
Success: true,
DryRun: dryRun,
}
if sourceAccountInfo != nil {
if sourceAccountInfo.IsAsset {
response.AccountBalance = utils.FormatAmount(sourceAccountInfo.Balance)
} else if sourceAccountInfo.IsLiability {
response.AccountBalance = utils.FormatAmount(-sourceAccountInfo.Balance)
}
}
if transaction.Type == models.TRANSACTION_DB_TYPE_TRANSFER_OUT && destinationAccountInfo != nil {
if destinationAccountInfo.IsAsset {
response.DestinationAccountBalance = utils.FormatAmount(destinationAccountInfo.Balance)
} else if destinationAccountInfo.IsLiability {
response.DestinationAccountBalance = utils.FormatAmount(-destinationAccountInfo.Balance)
}
}
content, err := json.Marshal(response)
if err != nil {
return nil, nil, err
}
return response, []*MCPTextContent{
NewMCPTextContent(string(content)),
}, nil
}
+2
View File
@@ -69,6 +69,8 @@ func InitializeMCPHandlers(config *settings.Config) error {
mcpTools: make([]*MCPTool, 0),
}
registerMCPTextContentToolHandler(container, MCPAddTransactionToolHandler)
registerMCPTextContentToolHandler(container, MCPQueryTransactionsToolHandler)
registerMCPTextContentToolHandler(container, MCPQueryAllAccountsToolHandler)
registerMCPTextContentToolHandler(container, MCPQueryAllTransactionCategoriesToolHandler)
registerMCPTextContentToolHandler(container, MCPQueryAllTransactionTagsToolHandler)
+261
View File
@@ -0,0 +1,261 @@
package mcp
import (
"encoding/json"
"reflect"
"strings"
"time"
"github.com/mayswind/ezbookkeeping/pkg/core"
"github.com/mayswind/ezbookkeeping/pkg/errs"
"github.com/mayswind/ezbookkeeping/pkg/log"
"github.com/mayswind/ezbookkeeping/pkg/models"
"github.com/mayswind/ezbookkeeping/pkg/settings"
"github.com/mayswind/ezbookkeeping/pkg/utils"
)
// MCPQueryTransactionsRequest represents all parameters of the query transactions request
type MCPQueryTransactionsRequest struct {
StartTime string `json:"start_time" jsonschema:"format=date-time" jsonschema_description:"Start time for the query in RFC 3339 format (e.g. 2023-01-01T12:00:00Z)"`
EndTime string `json:"end_time" jsonschema:"format=date-time" jsonschema_description:"End time for the query in RFC 3339 format or (e.g. 2023-01-01T12:00:00Z)"`
Type string `json:"type,omitempty" jsonschema:"enum=income,enum=expense,enum=transfer" jsonschema_description:"Transaction type to filter by (income, expense, transfer) (optional)"`
SecondaryCategoryName string `json:"category_name,omitempty" jsonschema_description:"Secondary category name to filter transactions by (optional)"`
AccountName string `json:"account_name,omitempty" jsonschema_description:"Account name to filter transactions by (optional)"`
Keyword string `json:"keyword,omitempty" jsonschema_description:"Keyword to search in transaction description (optional)"`
Count int32 `json:"count,omitempty" jsonschema:"default=100" jsonschema_description:"Maximum number of results to return (default: 100)"`
Page int32 `json:"page,omitempty" jsonschema:"default=1" jsonschema_description:"Page number for pagination (default: 1)"`
ResponseFields string `json:"response_fields,omitempty" jsonschema_description:"Comma-separated list of fields to include in the response (optional, leave empty for all fields, available fields: time, currency, category_name, account_name, comment)"`
}
// MCPQueryTransactionsResponse represents the response structure for querying transactions
type MCPQueryTransactionsResponse struct {
TotalCount int64 `json:"total_count" jsonschema_description:"Total number of transactions matching the query"`
CurrentPage int32 `json:"current_page" jsonschema_description:"Current page number of the results"`
TotalPage int32 `json:"total_page" jsonschema_description:"Total number of pages available for the query, calculated based on total_count and count"`
Transactions []*MCPTransactionInfo `json:"transactions" jsonschema_description:"List of transactions matching the query"`
}
// MCPTransactionInfo defines the structure of transaction information
type MCPTransactionInfo struct {
Time string `json:"time,omitempty" jsonschema_description:"Time of the transaction in RFC 3339 format (e.g. 2023-01-01T12:00:00Z)"`
Type string `json:"type" jsonschema:"enum=income,enum=expense,enum=transfer" jsonschema_description:"Transaction type (income, expense, transfer)"`
Amount string `json:"amount" jsonschema_description:"Amount of the transaction in the specified currency"`
Currency string `json:"currency,omitempty" jsonschema_description:"Currency code of the transaction (e.g. USD, EUR)"`
SecondaryCategoryName string `json:"category_name,omitempty" jsonschema_description:"Secondary category name for the transaction"`
AccountName string `json:"account_name,omitempty" jsonschema_description:"Account name for the transaction"`
DestinationAmount string `json:"destination_amount,omitempty" jsonschema_description:"Destination amount for transfer transactions (optional)"`
DestinationCurrency string `json:"destination_currency,omitempty" jsonschema_description:"Currency code of the destination amount for transfer transactions (optional)"`
DestinationAccountName string `json:"destination_account_name,omitempty" jsonschema_description:"Destination account name for transfer transactions (optional)"`
Comment string `json:"comment,omitempty" jsonschema_description:"Description of the transaction"`
}
type mcpQueryTransactionsToolHandler struct{}
var MCPQueryTransactionsToolHandler = &mcpQueryTransactionsToolHandler{}
// Name returns the name of the MCP tool
func (h *mcpQueryTransactionsToolHandler) Name() string {
return "query_transactions"
}
// Description returns the description of the MCP tool
func (h *mcpQueryTransactionsToolHandler) Description() string {
return "Query transactions based on various filters."
}
// InputType returns the input type for the MCP tool request
func (h *mcpQueryTransactionsToolHandler) InputType() reflect.Type {
return reflect.TypeOf(&MCPQueryTransactionsRequest{})
}
// OutputType returns the output type for the MCP tool response
func (h *mcpQueryTransactionsToolHandler) OutputType() reflect.Type {
return reflect.TypeOf(&MCPQueryTransactionsResponse{})
}
// Handle processes the MCP call tool request and returns the response
func (h *mcpQueryTransactionsToolHandler) Handle(c *core.WebContext, callToolReq *MCPCallToolRequest, currentConfig *settings.Config, services MCPAvailableServices) (any, []*MCPTextContent, *errs.Error) {
var queryTransactionsRequest MCPQueryTransactionsRequest
if callToolReq.Arguments != nil {
if err := json.Unmarshal(callToolReq.Arguments, &queryTransactionsRequest); err != nil {
return nil, nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
}
} else {
return nil, nil, errs.ErrIncompleteOrIncorrectSubmission
}
uid := c.GetCurrentUid()
maxTime, err := utils.ParseFromLongDateTimeWithTimezoneRFC3339Format(queryTransactionsRequest.EndTime)
if err != nil {
return nil, nil, errs.ErrIncompleteOrIncorrectSubmission
}
minTime, err := utils.ParseFromLongDateTimeWithTimezoneRFC3339Format(queryTransactionsRequest.StartTime)
if err != nil {
return nil, nil, errs.ErrIncompleteOrIncorrectSubmission
}
maxTransactionTime := utils.GetMaxTransactionTimeFromUnixTime(maxTime.Unix())
minTransactionTime := utils.GetMinTransactionTimeFromUnixTime(minTime.Unix())
if queryTransactionsRequest.Count <= 0 {
queryTransactionsRequest.Count = 100
}
if queryTransactionsRequest.Page <= 0 {
queryTransactionsRequest.Page = 1
}
transactionType := models.TransactionType(byte(0))
if queryTransactionsRequest.Type == transactionTypeExpense {
transactionType = models.TRANSACTION_TYPE_EXPENSE
} else if queryTransactionsRequest.Type == transactionTypeIncome {
transactionType = models.TRANSACTION_TYPE_INCOME
} else if queryTransactionsRequest.Type == transactionTypeTransfer {
transactionType = models.TRANSACTION_TYPE_TRANSFER
}
allAccounts, err := services.GetAccountService().GetAllAccountsByUid(c, uid)
if err != nil {
log.Warnf(c, "[add_transaction.Handle] get account error, because %s", err.Error())
return nil, nil, errs.Or(err, errs.ErrOperationFailed)
}
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 {
return nil, nil, errs.ErrAccountNotFound
}
}
allCategories, err := services.GetTransactionCategoryService().GetAllCategoriesByUid(c, uid, 0, -1)
if err != nil {
log.Warnf(c, "[add_transaction.Handle] get transaction category error, because %s", err.Error())
return nil, nil, errs.Or(err, errs.ErrOperationFailed)
}
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 {
return nil, nil, errs.ErrTransactionCategoryNotFound
}
}
totalCount, err := services.GetTransactionService().GetTransactionCount(c, uid, maxTransactionTime, minTransactionTime, transactionType, filterCategoryIds, filterAccountIds, nil, false, models.TRANSACTION_TAG_FILTER_HAS_ANY, "", queryTransactionsRequest.Keyword)
if err != nil {
log.Errorf(c, "[transactions.TransactionListHandler] failed to get transaction count for user \"uid:%d\", because %s", uid, err.Error())
return nil, nil, errs.Or(err, errs.ErrOperationFailed)
}
transactions, err := services.GetTransactionService().GetTransactionsByMaxTime(c, uid, maxTransactionTime, minTransactionTime, transactionType, filterCategoryIds, filterAccountIds, nil, false, models.TRANSACTION_TAG_FILTER_HAS_ANY, "", queryTransactionsRequest.Keyword, queryTransactionsRequest.Page, queryTransactionsRequest.Count, false, true)
structuredResponse, response, err := h.createNewMCPQueryTransactionsResponse(c, &queryTransactionsRequest, transactions, totalCount, services.GetAccountService().GetAccountMapByList(allAccounts), services.GetTransactionCategoryService().GetCategoryMapByList(allCategories))
if err != nil {
return nil, nil, errs.Or(err, errs.ErrOperationFailed)
}
return structuredResponse, response, nil
}
func (h *mcpQueryTransactionsToolHandler) createNewMCPQueryTransactionsResponse(c *core.WebContext, queryTransactionsRequest *MCPQueryTransactionsRequest, transactions []*models.Transaction, totalCount int64, accountsMap map[int64]*models.Account, categoriesMap map[int64]*models.TransactionCategory) (any, []*MCPTextContent, error) {
response := MCPQueryTransactionsResponse{
TotalCount: totalCount,
CurrentPage: queryTransactionsRequest.Page,
TotalPage: int32((totalCount + int64(queryTransactionsRequest.Count) - 1) / int64(queryTransactionsRequest.Count)),
Transactions: make([]*MCPTransactionInfo, 0, len(transactions)),
}
filteredFields := make(map[string]bool)
if queryTransactionsRequest.ResponseFields != "" {
for _, field := range strings.Split(queryTransactionsRequest.ResponseFields, ",") {
filteredFields[field] = true
}
}
for i := 0; i < len(transactions); i++ {
transaction := transactions[i]
transactionInfo := MCPTransactionInfo{
Amount: utils.FormatAmount(transaction.Amount),
}
if transaction.Type == models.TRANSACTION_DB_TYPE_EXPENSE {
transactionInfo.Type = transactionTypeExpense
} else if transaction.Type == models.TRANSACTION_DB_TYPE_INCOME {
transactionInfo.Type = transactionTypeIncome
} else if transaction.Type == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
transactionInfo.Type = transactionTypeTransfer
}
if transaction.Type == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
transactionInfo.DestinationAmount = utils.FormatAmount(transaction.RelatedAccountAmount)
}
if _, exists := filteredFields["time"]; exists || len(filteredFields) == 0 {
transactionUnixTime := utils.GetUnixTimeFromTransactionTime(transaction.TransactionTime)
transactionTimeZone := time.FixedZone("Transaction Timezone", int(transaction.TimezoneUtcOffset)*60)
transactionInfo.Time = utils.FormatUnixTimeToLongDateTimeWithTimezoneRFC3339Format(transactionUnixTime, transactionTimeZone)
}
if _, exists := filteredFields["currency"]; exists || len(filteredFields) == 0 {
if account, exists := accountsMap[transaction.AccountId]; exists && account != nil {
transactionInfo.Currency = account.Currency
}
if transaction.Type == models.TRANSACTION_DB_TYPE_TRANSFER_OUT && transaction.RelatedAccountId > 0 {
if destinationAccount, exists := accountsMap[transaction.RelatedAccountId]; exists && destinationAccount != nil {
transactionInfo.DestinationCurrency = destinationAccount.Currency
}
}
}
if _, exists := filteredFields["category_name"]; exists || len(filteredFields) == 0 {
if category, exists := categoriesMap[transaction.CategoryId]; exists && category != nil {
transactionInfo.SecondaryCategoryName = category.Name
}
}
if _, exists := filteredFields["account_name"]; exists || len(filteredFields) == 0 {
if account, exists := accountsMap[transaction.AccountId]; exists && account != nil {
transactionInfo.AccountName = account.Name
}
if transaction.Type == models.TRANSACTION_DB_TYPE_TRANSFER_OUT && transaction.RelatedAccountId > 0 {
if destinationAccount, exists := accountsMap[transaction.RelatedAccountId]; exists && destinationAccount != nil {
transactionInfo.DestinationAccountName = destinationAccount.Name
}
}
}
if _, exists := filteredFields["comment"]; exists || len(filteredFields) == 0 {
transactionInfo.Comment = transaction.Comment
}
response.Transactions = append(response.Transactions, &transactionInfo)
}
content, err := json.Marshal(response)
if err != nil {
return nil, nil, err
}
return response, []*MCPTextContent{
NewMCPTextContent(string(content)),
}, nil
}