add transaction CSV export and category suggestion features

ynab_client.py

@@ -2,6 +2,7 @@ import yaml
 from datetime import datetime, timedelta
 from pathlib import Path
 from typing import TypedDict
+from typing_extensions import NotRequired
 
 import ynab
 
@@ -19,6 +20,14 @@ class YNABTransaction(TypedDict):
     account_name: str
     cleared: str
     import_id: str | None
+    subtransactions: NotRequired[list["YNABSubTransaction"]]
+
+
+class YNABSubTransaction(TypedDict):
+    """Category and amount data for one line of a split transaction."""
+
+    category_name: str | None
+    amount_milliCurrency: int
 
 
 class YNABConfig(TypedDict):
@@ -75,6 +84,7 @@ class YNABClient:
         self,
         days: int = 30,
         exclude_cleared_statuses: list[str] | None = None,
+        include_subtransactions: bool = False,
     ) -> list[YNABTransaction]:
         """
         Fetch transactions from configured accounts for the past x days.
@@ -83,6 +93,7 @@ class YNABClient:
             days: Number of days to look back (default: 30)
             exclude_cleared_statuses: Optional list of normalized statuses to skip,
                 for example ["reconciled"]
+            include_subtransactions: Include category-level amounts for split transactions.
 
         Returns:
             List of transactions with transformed data
@@ -149,6 +160,17 @@ class YNABClient:
                         "cleared": cleared_status,
                         "import_id": txn.import_id,
                     }
+                    if include_subtransactions:
+                        subtransactions: list[YNABSubTransaction] = []
+                        for sub in txn.subtransactions or []:
+                            category_name = sub.category_name
+                            if not category_name and sub.category_id:
+                                category_name = category_map.get(str(sub.category_id))
+                            subtransactions.append({
+                                "category_name": category_name,
+                                "amount_milliCurrency": sub.amount,
+                            })
+                        processed["subtransactions"] = subtransactions
                     transactions.append(processed)
 
             except Exception as e:
@@ -173,6 +195,17 @@ class YNABClient:
                 return account.balance
         raise ValueError(f"Account {account_id} not found")
 
+    def get_category_ids_by_name(self) -> dict[str, list[str]]:
+        """Return category IDs grouped by case-insensitive category name."""
+        response = self.categories_api.get_categories(self.plan_id)
+        category_ids: dict[str, list[str]] = {}
+        for category_group in response.data.category_groups:
+            for category in category_group.categories:
+                if category.id and category.name:
+                    key = category.name.strip().casefold()
+                    category_ids.setdefault(key, []).append(str(category.id))
+        return category_ids
+
     def get_last_reconciled_date(
         self,
         account_ids: list[str] | None = None,