@dizzlkheinz/ynab-mcpb 0.18.3 → 0.19.0

package/src/tools/compareTransactions/formatter.ts

@@ -1,163 +1,175 @@
-import { CallToolResult } from '@modelcontextprotocol/sdk/types.js';
-import * as ynab from 'ynab';
-import { responseFormatter } from '../../server/responseFormatter.js';
-import { BankTransaction, YNABTransaction, TransactionMatch } from './types.js';
+import type { CallToolResult } from "@modelcontextprotocol/sdk/types.js";
+import type * as ynab from "ynab";
+import { responseFormatter } from "../../server/responseFormatter.js";
+import type {
+	BankTransaction,
+	TransactionMatch,
+	YNABTransaction,
+} from "./types.js";
 
 /**
  * Find suggested payee for unmatched bank transaction
  */
 export function findSuggestedPayee(
-  description: string,
-  payees: ynab.Payee[],
-): { suggested_payee_id?: string; suggested_payee_name?: string; suggestion_reason?: string } {
-  if (!description) {
-    return {};
-  }
+	description: string,
+	payees: ynab.Payee[],
+): {
+	suggested_payee_id?: string;
+	suggested_payee_name?: string;
+	suggestion_reason?: string;
+} {
+	if (!description) {
+		return {};
+	}
 
-  const lower_description = description.toLowerCase();
+	const lower_description = description.toLowerCase();
 
-  // Simple search: check if payee name is contained in the description
-  for (const payee of payees) {
-    const lower_payee_name = payee.name.toLowerCase();
-    if (lower_description.includes(lower_payee_name)) {
-      return {
-        suggested_payee_id: payee.id,
-        suggested_payee_name: payee.name,
-        suggestion_reason: `Matched payee '${payee.name}' in description.`,
-      };
-    }
-  }
+	// Simple search: check if payee name is contained in the description
+	for (const payee of payees) {
+		const lower_payee_name = payee.name.toLowerCase();
+		if (lower_description.includes(lower_payee_name)) {
+			return {
+				suggested_payee_id: payee.id,
+				suggested_payee_name: payee.name,
+				suggestion_reason: `Matched payee '${payee.name}' in description.`,
+			};
+		}
+	}
 
-  // If no match, suggest the original description as the new payee name (cleaned up a bit)
-  const suggested_name = description
-    .replace(/\d+/g, '') // Remove numbers
-    .replace(/\s+/g, ' ') // Consolidate whitespace
-    .trim();
+	// If no match, suggest the original description as the new payee name (cleaned up a bit)
+	const suggested_name = description
+		.replace(/\d+/g, "") // Remove numbers
+		.replace(/\s+/g, " ") // Consolidate whitespace
+		.trim();
 
-  return {
-    suggested_payee_name: suggested_name,
-    suggestion_reason: `No matching payee found. Suggested new payee name from description.`,
-  };
+	return {
+		suggested_payee_name: suggested_name,
+		suggestion_reason:
+			"No matching payee found. Suggested new payee name from description.",
+	};
 }
 
 /**
  * Build summary statistics for the comparison
  */
 export function buildSummary(
-  bankTransactions: BankTransaction[],
-  ynabTransactions: YNABTransaction[],
-  matches: TransactionMatch[],
-  unmatchedBank: BankTransaction[],
-  unmatchedYnab: YNABTransaction[],
-  parameters: { amount_tolerance?: number; date_tolerance_days?: number },
-  dateRange: { start: string; end: string },
+	bankTransactions: BankTransaction[],
+	ynabTransactions: YNABTransaction[],
+	matches: TransactionMatch[],
+	unmatchedBank: BankTransaction[],
+	unmatchedYnab: YNABTransaction[],
+	parameters: { amount_tolerance?: number; date_tolerance_days?: number },
+	dateRange: { start: string; end: string },
 ) {
-  return {
-    bank_transactions_count: bankTransactions.length,
-    ynab_transactions_count: ynabTransactions.length,
-    matches_found: matches.length,
-    missing_in_ynab: unmatchedBank.length,
-    missing_in_bank: unmatchedYnab.length,
-    date_range: dateRange,
-    parameters: {
-      amount_tolerance: parameters.amount_tolerance,
-      date_tolerance_days: parameters.date_tolerance_days,
-    },
-  };
+	return {
+		bank_transactions_count: bankTransactions.length,
+		ynab_transactions_count: ynabTransactions.length,
+		matches_found: matches.length,
+		missing_in_ynab: unmatchedBank.length,
+		missing_in_bank: unmatchedYnab.length,
+		date_range: dateRange,
+		parameters: {
+			amount_tolerance: parameters.amount_tolerance,
+			date_tolerance_days: parameters.date_tolerance_days,
+		},
+	};
 }
 
 /**
  * Format matched transaction pairs
  */
 export function formatMatches(matches: TransactionMatch[]) {
-  return matches.map((match) => ({
-    bank_date: match.bank_transaction.date.toISOString().split('T')[0],
-    bank_amount: (match.bank_transaction.amount / 1000).toFixed(2),
-    bank_description: match.bank_transaction.description,
-    ynab_date: match.ynab_transaction.date.toISOString().split('T')[0],
-    ynab_amount: (match.ynab_transaction.amount / 1000).toFixed(2),
-    ynab_payee: match.ynab_transaction.payee_name,
-    ynab_transaction: {
-      id: match.ynab_transaction.id,
-      cleared: match.ynab_transaction.cleared,
-    },
-    match_score: match.match_score,
-    match_reasons: match.match_reasons,
-  }));
+	return matches.map((match) => ({
+		bank_date: match.bank_transaction.date.toISOString().split("T")[0],
+		bank_amount: (match.bank_transaction.amount / 1000).toFixed(2),
+		bank_description: match.bank_transaction.description,
+		ynab_date: match.ynab_transaction.date.toISOString().split("T")[0],
+		ynab_amount: (match.ynab_transaction.amount / 1000).toFixed(2),
+		ynab_payee: match.ynab_transaction.payee_name,
+		ynab_transaction: {
+			id: match.ynab_transaction.id,
+			cleared: match.ynab_transaction.cleared,
+		},
+		match_score: match.match_score,
+		match_reasons: match.match_reasons,
+	}));
 }
 
 /**
  * Format unmatched bank transactions with payee suggestions
  */
-export function formatUnmatchedBank(unmatchedBank: BankTransaction[], payees: ynab.Payee[]) {
-  return unmatchedBank.map((txn) => {
-    const payeeSuggestion = findSuggestedPayee(txn.description, payees);
-    return {
-      date: txn.date.toISOString().split('T')[0],
-      amount: (txn.amount / 1000).toFixed(2),
-      description: txn.description,
-      row_number: txn.row_number,
-      ...payeeSuggestion,
-    };
-  });
+export function formatUnmatchedBank(
+	unmatchedBank: BankTransaction[],
+	payees: ynab.Payee[],
+) {
+	return unmatchedBank.map((txn) => {
+		const payeeSuggestion = findSuggestedPayee(txn.description, payees);
+		return {
+			date: txn.date.toISOString().split("T")[0],
+			amount: (txn.amount / 1000).toFixed(2),
+			description: txn.description,
+			row_number: txn.row_number,
+			...payeeSuggestion,
+		};
+	});
 }
 
 /**
  * Format unmatched YNAB transactions
  */
 export function formatUnmatchedYNAB(unmatchedYnab: YNABTransaction[]) {
-  return unmatchedYnab.map((txn) => ({
-    id: txn.id,
-    date: txn.date.toISOString().split('T')[0],
-    amount: (txn.amount / 1000).toFixed(2),
-    payee_name: txn.payee_name,
-    memo: txn.memo,
-    cleared: txn.cleared,
-  }));
+	return unmatchedYnab.map((txn) => ({
+		id: txn.id,
+		date: txn.date.toISOString().split("T")[0],
+		amount: (txn.amount / 1000).toFixed(2),
+		payee_name: txn.payee_name,
+		memo: txn.memo,
+		cleared: txn.cleared,
+	}));
 }
 
 /**
  * Build the complete comparison result
  */
 export function buildComparisonResult(
-  matchResults: {
-    matches: TransactionMatch[];
-    unmatched_bank: BankTransaction[];
-    unmatched_ynab: YNABTransaction[];
-  },
-  bankTransactions: BankTransaction[],
-  ynabTransactions: YNABTransaction[],
-  payees: ynab.Payee[],
-  parameters: { amount_tolerance?: number; date_tolerance_days?: number },
-  dateRange: { start: string; end: string },
+	matchResults: {
+		matches: TransactionMatch[];
+		unmatched_bank: BankTransaction[];
+		unmatched_ynab: YNABTransaction[];
+	},
+	bankTransactions: BankTransaction[],
+	ynabTransactions: YNABTransaction[],
+	payees: ynab.Payee[],
+	parameters: { amount_tolerance?: number; date_tolerance_days?: number },
+	dateRange: { start: string; end: string },
 ): CallToolResult {
-  const { matches, unmatched_bank, unmatched_ynab } = matchResults;
+	const { matches, unmatched_bank, unmatched_ynab } = matchResults;
 
-  const summary = buildSummary(
-    bankTransactions,
-    ynabTransactions,
-    matches,
-    unmatched_bank,
-    unmatched_ynab,
-    parameters,
-    dateRange,
-  );
+	const summary = buildSummary(
+		bankTransactions,
+		ynabTransactions,
+		matches,
+		unmatched_bank,
+		unmatched_ynab,
+		parameters,
+		dateRange,
+	);
 
-  const formattedMatches = formatMatches(matches);
-  const formattedUnmatchedBank = formatUnmatchedBank(unmatched_bank, payees);
-  const formattedUnmatchedYnab = formatUnmatchedYNAB(unmatched_ynab);
+	const formattedMatches = formatMatches(matches);
+	const formattedUnmatchedBank = formatUnmatchedBank(unmatched_bank, payees);
+	const formattedUnmatchedYnab = formatUnmatchedYNAB(unmatched_ynab);
 
-  return {
-    content: [
-      {
-        type: 'text',
-        text: responseFormatter.format({
-          summary,
-          matches: formattedMatches,
-          missing_in_ynab: formattedUnmatchedBank,
-          missing_in_bank: formattedUnmatchedYnab,
-        }),
-      },
-    ],
-  };
+	return {
+		content: [
+			{
+				type: "text",
+				text: responseFormatter.format({
+					summary,
+					matches: formattedMatches,
+					missing_in_ynab: formattedUnmatchedBank,
+					missing_in_bank: formattedUnmatchedYnab,
+				}),
+			},
+		],
+	};
 }