[AI] Refactor YNAB importers to use server-side send() and handler API (#7050)

* [AI] Refactor YNAB importers to use server-side send() and handler API Co-authored-by: Cursor <cursoragent@cursor.com> * Rename 7049.md to 7050.md --------- Co-authored-by: Cursor <cursoragent@cursor.com>
2026-03-09 06:02:22 -05:00 · 2026-03-04 18:38:33 +00:00
parent 4caee99955
commit e1f834371b
4 changed files with 143 additions and 64 deletions
--- a/packages/loot-core/src/server/importers/ynab4.ts
+++ b/packages/loot-core/src/server/importers/ynab4.ts
@@ -1,10 +1,4 @@
 // @ts-strict-ignore
-// This is a special usage of the API because this package is embedded
-// into Actual itself. We only want to pull in the methods in that
-// case and ignore everything else; otherwise we'd be pulling in the
-// entire backend bundle from the API
-import { send } from '@actual-app/api/injected';
-import * as actual from '@actual-app/api/methods';
 import AdmZip from 'adm-zip';
 import normalizePathSep from 'slash';
 import { v4 as uuidv4 } from 'uuid';
@@ -12,6 +6,7 @@ import { v4 as uuidv4 } from 'uuid';
 import { logger } from '../../platform/server/log';
 import * as monthUtils from '../../shared/months';
 import { amountToInteger, groupBy, sortByKey } from '../../shared/util';
+import { send } from '../main-app';

 import type * as YNAB4 from './ynab4-types';

@@ -26,10 +21,12 @@ async function importAccounts(
  return Promise.all(
    accounts.map(async account => {
      if (!account.isTombstone) {
-        const id = await actual.createAccount({
-          name: account.accountName,
-          offbudget: account.onBudget ? false : true,
-          closed: account.hidden ? true : false,
+        const id = await send('api/account-create', {
+          account: {
+            name: account.accountName,
+            offbudget: account.onBudget ? false : true,
+            closed: account.hidden ? true : false,
+          },
        });
        entityIdMap.set(account.entityId, id);
      }
@@ -51,13 +48,18 @@ async function importCategories(
        masterCategory.subCategories &&
        masterCategory.subCategories.some(cat => !cat.isTombstone)
      ) {
-        const id = await actual.createCategoryGroup({
-          name: masterCategory.name,
-          is_income: false,
+        const id = await send('api/category-group-create', {
+          group: {
+            name: masterCategory.name,
+            is_income: false,
+          },
        });
        entityIdMap.set(masterCategory.entityId, id);
        if (masterCategory.note) {
-          send('notes-save', { id, note: masterCategory.note });
+          void send('notes-save', {
+            id,
+            note: masterCategory.note,
+          });
        }

        if (masterCategory.subCategories) {
@@ -87,13 +89,18 @@ async function importCategories(
                categoryName = categoryNameParts.join('/').trim();
              }

-              const id = await actual.createCategory({
-                name: categoryName,
-                group_id: entityIdMap.get(category.masterCategoryId),
+              const id = await send('api/category-create', {
+                category: {
+                  name: categoryName,
+                  group_id: entityIdMap.get(category.masterCategoryId),
+                },
              });
              entityIdMap.set(category.entityId, id);
              if (category.note) {
-                send('notes-save', { id, note: category.note });
+                void send('notes-save', {
+                  id,
+                  note: category.note,
+                });
              }
            }
          }
@@ -109,9 +116,11 @@ async function importPayees(
 ) {
  for (const payee of data.payees) {
    if (!payee.isTombstone) {
-      const id = await actual.createPayee({
-        name: payee.name,
-        transfer_acct: entityIdMap.get(payee.targetAccountId) || null,
+      const id = await send('api/payee-create', {
+        payee: {
+          name: payee.name,
+          transfer_acct: entityIdMap.get(payee.targetAccountId) || null,
+        },
      });

      // TODO: import payee rules
@@ -125,12 +134,14 @@ async function importTransactions(
  data: YNAB4.YFull,
  entityIdMap: Map<string, string>,
 ) {
-  const categories = await actual.getCategories();
+  const categories = await send('api/categories-get', {
+    grouped: false,
+  });
  const incomeCategoryId: string = categories.find(
    cat => cat.name === 'Income',
  ).id;
-  const accounts = await actual.getAccounts();
-  const payees = await actual.getPayees();
+  const accounts = await send('api/accounts-get');
+  const payees = await send('api/payees-get');

  function getCategory(id: string) {
    if (id == null || id === 'Category/__Split__') {
@@ -234,8 +245,11 @@ async function importTransactions(
        })
        .filter(x => x);

-      await actual.addTransactions(entityIdMap.get(accountId), toImport, {
+      await send('api/transactions-add', {
+        accountId: entityIdMap.get(accountId),
+        transactions: toImport,
        learnCategories: true,
+        runTransfers: false,
      });
    }),
  );
@@ -277,7 +291,8 @@ async function importBudgets(
 ) {
  const budgets = sortByKey(data.monthlyBudgets, 'month');

-  await actual.batchBudgetUpdates(async () => {
+  await send('api/batch-budget-start');
+  try {
    for (const budget of budgets) {
      const filled = fillInBudgets(
        data,
@@ -293,17 +308,31 @@ async function importBudgets(
            return;
          }

-          await actual.setBudgetAmount(month, catId, amount);
+          await send('api/budget-set-amount', {
+            month,
+            categoryId: catId,
+            amount,
+          });

          if (catBudget.overspendingHandling === 'AffectsBuffer') {
-            await actual.setBudgetCarryover(month, catId, false);
+            await send('api/budget-set-carryover', {
+              month,
+              categoryId: catId,
+              flag: false,
+            });
          } else if (catBudget.overspendingHandling === 'Confined') {
-            await actual.setBudgetCarryover(month, catId, true);
+            await send('api/budget-set-carryover', {
+              month,
+              categoryId: catId,
+              flag: true,
+            });
          }
        }),
      );
    }
-  });
+  } finally {
+    await send('api/batch-budget-end');
+  }
 }

 function estimateRecentness(str: string) {
--- a/packages/loot-core/src/server/importers/ynab5.ts
+++ b/packages/loot-core/src/server/importers/ynab5.ts
@@ -1,10 +1,4 @@
 // @ts-strict-ignore
-// This is a special usage of the API because this package is embedded
-// into Actual itself. We only want to pull in the methods in that
-// case and ignore everything else; otherwise we'd be pulling in the
-// entire backend bundle from the API
-import { send } from '@actual-app/api/injected';
-import * as actual from '@actual-app/api/methods';
 import { v4 as uuidv4 } from 'uuid';

 import { logger } from '../../platform/server/log';
@@ -12,6 +6,7 @@ import * as monthUtils from '../../shared/months';
 import { q } from '../../shared/query';
 import { groupBy, sortByKey } from '../../shared/util';
 import type { RecurConfig, RecurPattern, RuleEntity } from '../../types/models';
+import { send } from '../main-app';
 import { ruleModel } from '../transactions/transaction-rules';

 import type {
@@ -276,10 +271,12 @@ function importAccounts(data: Budget, entityIdMap: Map<string, string>) {
  return Promise.all(
    data.accounts.map(async account => {
      if (!account.deleted) {
-        const id = await actual.createAccount({
-          name: account.name,
-          offbudget: account.on_budget ? false : true,
-          closed: account.closed,
+        const id = await send('api/account-create', {
+          account: {
+            name: account.name,
+            offbudget: account.on_budget ? false : true,
+            closed: account.closed,
+          },
        });
        entityIdMap.set(account.id, id);
      }
@@ -294,7 +291,9 @@ async function importCategories(
  // Hidden categories are put in its own group by YNAB,
  // so it's already handled.

-  const categories = await actual.getCategories();
+  const categories = await send('api/categories-get', {
+    grouped: false,
+  });
  const incomeCatId = findIdByName(categories, 'Income');
  const ynabIncomeCategories = ['To be Budgeted', 'Inflow: Ready to Assign'];

@@ -337,7 +336,9 @@ async function importCategories(
    while (true) {
      const name = count === 0 ? baseName : `${baseName} (${count})`;
      try {
-        const id = await actual.createCategoryGroup({ ...params, name });
+        const id = await send('api/category-group-create', {
+          group: { ...params, name },
+        });
        return { id, name };
      } catch (e) {
        if (count >= MAX_RETRY) {
@@ -360,7 +361,9 @@ async function importCategories(
    while (true) {
      const name = count === 0 ? baseName : `${baseName} (${count})`;
      try {
-        const id = await actual.createCategory({ ...params, name });
+        const id = await send('api/category-create', {
+          category: { ...params, name },
+        });
        return { id, name };
      } catch (e) {
        if (count >= MAX_RETRY) {
@@ -390,7 +393,10 @@ async function importCategories(
        groupId = createdGroup.id;
        entityIdMap.set(group.id, groupId);
        if (group.note) {
-          send('notes-save', { id: groupId, note: group.note });
+          void send('notes-save', {
+            id: groupId,
+            note: group.note,
+          });
        }
      }

@@ -428,7 +434,7 @@ async function importCategories(
              });
              entityIdMap.set(cat.id, createdCategory.id);
              if (cat.note) {
-                send('notes-save', {
+                void send('notes-save', {
                  id: createdCategory.id,
                  note: cat.note,
                });
@@ -445,8 +451,8 @@ function importPayees(data: Budget, entityIdMap: Map<string, string>) {
  return Promise.all(
    data.payees.map(async payee => {
      if (!payee.deleted) {
-        const id = await actual.createPayee({
-          name: payee.name,
+        const id = await send('api/payee-create', {
+          payee: { name: payee.name },
        });
        entityIdMap.set(payee.id, id);
      }
@@ -510,8 +516,10 @@ async function importTransactions(
  entityIdMap: Map<string, string>,
  flagNameConflicts: Set<string>,
 ) {
-  const payees = await actual.getPayees();
-  const categories = await actual.getCategories();
+  const payees = await send('api/payees-get');
+  const categories = await send('api/categories-get', {
+    grouped: false,
+  });
  const incomeCatId = findIdByName(categories, 'Income');
  const startingBalanceCatId = findIdByName(categories, 'Starting Balances'); //better way to do it?

@@ -774,8 +782,11 @@ async function importTransactions(
        })
        .filter(x => x);

-      await actual.addTransactions(entityIdMap.get(accountId), toImport, {
+      await send('api/transactions-add', {
+        accountId: entityIdMap.get(accountId),
+        transactions: toImport,
        learnCategories: true,
+        runTransfers: false,
      });
    }),
  );
@@ -795,7 +806,7 @@ async function importScheduledTransactions(
    return;
  }

-  const payees = await actual.getPayees();
+  const payees = await send('api/payees-get');
  const payeesByTransferAcct = payees
    .filter(payee => payee?.transfer_acct)
    .map(payee => [payee.transfer_acct, payee] as [string, Payee]);
@@ -818,7 +829,10 @@ async function importScheduledTransactions(

    while (true) {
      try {
-        return await actual.createSchedule({ ...params, name: params.name });
+        return await send('api/schedule-create', {
+          ...params,
+          name: params.name,
+        });
      } catch (e) {
        if (count >= MAX_RETRY) {
          const errorMsg = normalizeError(e);
@@ -833,16 +847,19 @@ async function importScheduledTransactions(
  async function getRuleForSchedule(
    scheduleId: string,
  ): Promise<RuleEntity | null> {
-    const { data: ruleId } = (await actual.aqlQuery(
-      q('schedules').filter({ id: scheduleId }).calculate('rule'),
-    )) as { data: string | null };
+    const { data: ruleId } = (await send('api/query', {
+      query: q('schedules')
+        .filter({ id: scheduleId })
+        .calculate('rule')
+        .serialize(),
+    })) as { data: string | null };
    if (!ruleId) {
      return null;
    }

-    const { data: ruleData } = (await actual.aqlQuery(
-      q('rules').filter({ id: ruleId }).select('*'),
-    )) as { data: Array<Record<string, unknown>> };
+    const { data: ruleData } = (await send('api/query', {
+      query: q('rules').filter({ id: ruleId }).select('*').serialize(),
+    })) as { data: Array<Record<string, unknown>> };
    const ruleRow = ruleData?.[0];
    if (!ruleRow) {
      return null;
@@ -901,7 +918,9 @@ async function importScheduledTransactions(
          value: scheduleNotes,
        });

-        await actual.updateRule(buildRuleUpdate(rule, actions));
+        await send('api/rule-update', {
+          rule: buildRuleUpdate(rule, actions),
+        });
      }
    }

@@ -934,7 +953,9 @@ async function importScheduledTransactions(
        value: categoryId,
      });

-      await actual.updateRule(buildRuleUpdate(rule, actions));
+      await send('api/rule-update', {
+        rule: buildRuleUpdate(rule, actions),
+      });
    }

    for (const [scheduleId, subtransactions] of scheduleSplitsMap.entries()) {
@@ -1011,7 +1032,9 @@ async function importScheduledTransactions(
        }
      });

-      await actual.updateRule(buildRuleUpdate(rule, actions));
+      await send('api/rule-update', {
+        rule: buildRuleUpdate(rule, actions),
+      });
    }
  }
 }
@@ -1036,7 +1059,8 @@ async function importBudgets(data: Budget, entityIdMap: Map<string, string>) {
    'Credit Card Payments',
  );

-  await actual.batchBudgetUpdates(async () => {
+  await send('api/batch-budget-start');
+  try {
    for (const budget of budgets) {
      const month = monthUtils.monthFromDate(budget.month);

@@ -1053,11 +1077,17 @@ async function importBudgets(data: Budget, entityIdMap: Map<string, string>) {
            return;
          }

-          await actual.setBudgetAmount(month, catId, amount);
+          await send('api/budget-set-amount', {
+            month,
+            categoryId: catId,
+            amount,
+          });
        }),
      );
    }
-  });
+  } finally {
+    await send('api/batch-budget-end');
+  }
 }

 export function parseFile(buffer: Buffer): Budget {
--- a/packages/loot-core/src/server/main-app.ts
+++ b/packages/loot-core/src/server/main-app.ts
@@ -2,6 +2,7 @@ import * as connection from '../platform/server/connection';
 import type { Handlers } from '../types/handlers';

 import { createApp } from './app';
+import { runHandler } from './mutators';

 // Main app
 export const app = createApp<Handlers>();
@@ -9,3 +10,16 @@ export const app = createApp<Handlers>();
 app.events.on('sync', event => {
  connection.send('sync-event', event);
 });
+
+/**
+ * Run a handler by name (server-side). Same API shape as the client connection's send.
+ * Used by server code that needs to invoke handlers directly, e.g. importers.
+ */
+export async function send<K extends keyof Handlers>(
+  name: K,
+  args?: Parameters<Handlers[K]>[0],
+): Promise<Awaited<ReturnType<Handlers[K]>>> {
+  return runHandler(app.handlers[name], args, { name }) as Promise<
+    Awaited<ReturnType<Handlers[K]>>
+  >;
+}
--- a/upcoming-release-notes/7050.md
+++ b/upcoming-release-notes/7050.md
@@ -0,0 +1,6 @@
+---
+category: Maintenance
+authors: [MatissJanis]
+---
+
+Remove reliance on the API package in YNAB importers