@dizzlkheinz/ynab-mcpb 0.18.3 → 0.19.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (346) hide show
  1. package/CHANGELOG.md +17 -0
  2. package/CLAUDE.md +87 -8
  3. package/bin/ynab-mcp-server.cjs +2 -2
  4. package/bin/ynab-mcp-server.js +3 -3
  5. package/biome.json +39 -0
  6. package/dist/bundle/index.cjs +67 -67
  7. package/dist/index.d.ts +1 -1
  8. package/dist/index.js +27 -27
  9. package/dist/server/YNABMCPServer.d.ts +3 -4
  10. package/dist/server/YNABMCPServer.js +111 -116
  11. package/dist/server/budgetResolver.d.ts +6 -5
  12. package/dist/server/budgetResolver.js +46 -36
  13. package/dist/server/cacheKeys.js +6 -6
  14. package/dist/server/cacheManager.js +14 -11
  15. package/dist/server/completions.d.ts +2 -2
  16. package/dist/server/completions.js +20 -15
  17. package/dist/server/config.d.ts +10 -5
  18. package/dist/server/config.js +24 -7
  19. package/dist/server/deltaCache.d.ts +2 -2
  20. package/dist/server/deltaCache.js +22 -16
  21. package/dist/server/deltaCache.merge.d.ts +2 -2
  22. package/dist/server/diagnostics.d.ts +4 -4
  23. package/dist/server/diagnostics.js +38 -32
  24. package/dist/server/errorHandler.d.ts +5 -12
  25. package/dist/server/errorHandler.js +219 -217
  26. package/dist/server/prompts.d.ts +2 -2
  27. package/dist/server/prompts.js +45 -45
  28. package/dist/server/rateLimiter.js +4 -4
  29. package/dist/server/requestLogger.d.ts +1 -1
  30. package/dist/server/requestLogger.js +40 -35
  31. package/dist/server/resources.d.ts +3 -3
  32. package/dist/server/resources.js +55 -52
  33. package/dist/server/responseFormatter.js +6 -6
  34. package/dist/server/securityMiddleware.d.ts +2 -2
  35. package/dist/server/securityMiddleware.js +22 -20
  36. package/dist/server/serverKnowledgeStore.js +1 -1
  37. package/dist/server/toolRegistry.d.ts +3 -3
  38. package/dist/server/toolRegistry.js +47 -40
  39. package/dist/tools/__tests__/deltaTestUtils.d.ts +3 -3
  40. package/dist/tools/__tests__/deltaTestUtils.js +2 -2
  41. package/dist/tools/accountTools.d.ts +9 -8
  42. package/dist/tools/accountTools.js +47 -47
  43. package/dist/tools/adapters.d.ts +13 -8
  44. package/dist/tools/adapters.js +21 -11
  45. package/dist/tools/budgetTools.d.ts +8 -7
  46. package/dist/tools/budgetTools.js +22 -22
  47. package/dist/tools/categoryTools.d.ts +9 -8
  48. package/dist/tools/categoryTools.js +68 -59
  49. package/dist/tools/compareTransactions/formatter.d.ts +3 -3
  50. package/dist/tools/compareTransactions/formatter.js +9 -9
  51. package/dist/tools/compareTransactions/index.d.ts +6 -6
  52. package/dist/tools/compareTransactions/index.js +58 -43
  53. package/dist/tools/compareTransactions/matcher.d.ts +1 -1
  54. package/dist/tools/compareTransactions/matcher.js +28 -15
  55. package/dist/tools/compareTransactions/parser.d.ts +2 -2
  56. package/dist/tools/compareTransactions/parser.js +144 -138
  57. package/dist/tools/compareTransactions/types.d.ts +4 -4
  58. package/dist/tools/compareTransactions.d.ts +1 -1
  59. package/dist/tools/compareTransactions.js +1 -1
  60. package/dist/tools/deltaFetcher.d.ts +2 -2
  61. package/dist/tools/deltaFetcher.js +16 -15
  62. package/dist/tools/deltaSupport.d.ts +4 -4
  63. package/dist/tools/deltaSupport.js +35 -41
  64. package/dist/tools/exportTransactions.d.ts +5 -4
  65. package/dist/tools/exportTransactions.js +61 -59
  66. package/dist/tools/monthTools.d.ts +7 -6
  67. package/dist/tools/monthTools.js +31 -29
  68. package/dist/tools/payeeTools.d.ts +7 -6
  69. package/dist/tools/payeeTools.js +28 -28
  70. package/dist/tools/reconcileAdapter.d.ts +2 -2
  71. package/dist/tools/reconcileAdapter.js +21 -11
  72. package/dist/tools/reconciliation/analyzer.d.ts +4 -4
  73. package/dist/tools/reconciliation/analyzer.js +136 -57
  74. package/dist/tools/reconciliation/csvParser.d.ts +3 -3
  75. package/dist/tools/reconciliation/csvParser.js +128 -104
  76. package/dist/tools/reconciliation/executor.d.ts +4 -4
  77. package/dist/tools/reconciliation/executor.js +148 -109
  78. package/dist/tools/reconciliation/index.d.ts +10 -10
  79. package/dist/tools/reconciliation/index.js +96 -83
  80. package/dist/tools/reconciliation/matcher.d.ts +3 -3
  81. package/dist/tools/reconciliation/matcher.js +17 -16
  82. package/dist/tools/reconciliation/payeeNormalizer.js +19 -8
  83. package/dist/tools/reconciliation/recommendationEngine.d.ts +1 -1
  84. package/dist/tools/reconciliation/recommendationEngine.js +40 -40
  85. package/dist/tools/reconciliation/reportFormatter.d.ts +2 -2
  86. package/dist/tools/reconciliation/reportFormatter.js +79 -54
  87. package/dist/tools/reconciliation/signDetector.d.ts +1 -1
  88. package/dist/tools/reconciliation/types.d.ts +19 -16
  89. package/dist/tools/reconciliation/ynabAdapter.d.ts +2 -2
  90. package/dist/tools/schemas/common.d.ts +1 -1
  91. package/dist/tools/schemas/common.js +1 -1
  92. package/dist/tools/schemas/outputs/accountOutputs.d.ts +1 -1
  93. package/dist/tools/schemas/outputs/accountOutputs.js +24 -18
  94. package/dist/tools/schemas/outputs/budgetOutputs.d.ts +1 -1
  95. package/dist/tools/schemas/outputs/budgetOutputs.js +14 -11
  96. package/dist/tools/schemas/outputs/categoryOutputs.d.ts +1 -1
  97. package/dist/tools/schemas/outputs/categoryOutputs.js +49 -29
  98. package/dist/tools/schemas/outputs/comparisonOutputs.d.ts +1 -1
  99. package/dist/tools/schemas/outputs/comparisonOutputs.js +12 -12
  100. package/dist/tools/schemas/outputs/index.d.ts +14 -14
  101. package/dist/tools/schemas/outputs/index.js +14 -14
  102. package/dist/tools/schemas/outputs/monthOutputs.d.ts +1 -1
  103. package/dist/tools/schemas/outputs/monthOutputs.js +56 -41
  104. package/dist/tools/schemas/outputs/payeeOutputs.d.ts +1 -1
  105. package/dist/tools/schemas/outputs/payeeOutputs.js +10 -10
  106. package/dist/tools/schemas/outputs/reconciliationOutputs.d.ts +2 -2
  107. package/dist/tools/schemas/outputs/reconciliationOutputs.js +45 -45
  108. package/dist/tools/schemas/outputs/transactionMutationOutputs.d.ts +1 -1
  109. package/dist/tools/schemas/outputs/transactionMutationOutputs.js +28 -22
  110. package/dist/tools/schemas/outputs/transactionOutputs.d.ts +1 -1
  111. package/dist/tools/schemas/outputs/transactionOutputs.js +43 -35
  112. package/dist/tools/schemas/outputs/utilityOutputs.d.ts +1 -1
  113. package/dist/tools/schemas/outputs/utilityOutputs.js +5 -3
  114. package/dist/tools/schemas/shared/commonOutputs.d.ts +1 -1
  115. package/dist/tools/schemas/shared/commonOutputs.js +15 -9
  116. package/dist/tools/transactionReadTools.d.ts +11 -0
  117. package/dist/tools/transactionReadTools.js +202 -0
  118. package/dist/tools/transactionSchemas.d.ts +309 -0
  119. package/dist/tools/transactionSchemas.js +235 -0
  120. package/dist/tools/transactionTools.d.ts +6 -302
  121. package/dist/tools/transactionTools.js +7 -2054
  122. package/dist/tools/transactionUtils.d.ts +31 -0
  123. package/dist/tools/transactionUtils.js +364 -0
  124. package/dist/tools/transactionWriteTools.d.ts +20 -0
  125. package/dist/tools/transactionWriteTools.js +1342 -0
  126. package/dist/tools/utilityTools.d.ts +5 -4
  127. package/dist/tools/utilityTools.js +11 -11
  128. package/dist/types/index.d.ts +7 -7
  129. package/dist/types/index.js +6 -6
  130. package/dist/types/reconciliation.d.ts +1 -1
  131. package/dist/types/toolRegistration.d.ts +14 -12
  132. package/dist/utils/amountUtils.js +1 -1
  133. package/dist/utils/dateUtils.js +4 -4
  134. package/dist/utils/errors.d.ts +3 -3
  135. package/dist/utils/errors.js +4 -4
  136. package/dist/utils/money.d.ts +2 -2
  137. package/dist/utils/money.js +8 -8
  138. package/dist/utils/validationError.d.ts +1 -1
  139. package/dist/utils/validationError.js +1 -1
  140. package/docs/assets/examples/reconciliation-with-recommendations.json +66 -66
  141. package/docs/assets/schemas/reconciliation-v2.json +360 -336
  142. package/docs/plans/2025-12-25-transaction-tools-refactor-design.md +211 -0
  143. package/docs/plans/2025-12-25-transaction-tools-refactor.md +905 -0
  144. package/esbuild.config.mjs +53 -50
  145. package/meta.json +12548 -12548
  146. package/package.json +98 -109
  147. package/scripts/analyze-bundle.mjs +33 -30
  148. package/scripts/create-pr-description.js +169 -120
  149. package/scripts/run-all-tests.js +205 -0
  150. package/scripts/run-domain-integration-tests.js +28 -18
  151. package/scripts/run-generate-mcpb.js +19 -17
  152. package/scripts/run-throttled-integration-tests.js +92 -83
  153. package/scripts/test-delta-params.mjs +149 -120
  154. package/scripts/test-recommendations.ts +36 -32
  155. package/scripts/tmpTransaction.ts +80 -43
  156. package/scripts/validate-env.js +98 -91
  157. package/scripts/verify-build.js +78 -76
  158. package/src/__tests__/comprehensive.integration.test.ts +1281 -1154
  159. package/src/__tests__/performance.test.ts +723 -671
  160. package/src/__tests__/setup.ts +442 -395
  161. package/src/__tests__/smoke.e2e.test.ts +41 -39
  162. package/src/__tests__/testRunner.ts +314 -295
  163. package/src/__tests__/testUtils.ts +456 -364
  164. package/src/__tests__/tools/reconciliation/csvParser.integration.test.ts +109 -107
  165. package/src/__tests__/tools/reconciliation/real-world.integration.test.ts +41 -41
  166. package/src/index.ts +68 -59
  167. package/src/server/CLAUDE.md +480 -0
  168. package/src/server/YNABMCPServer.ts +821 -794
  169. package/src/server/__tests__/YNABMCPServer.integration.test.ts +929 -893
  170. package/src/server/__tests__/YNABMCPServer.test.ts +903 -899
  171. package/src/server/__tests__/budgetResolver.test.ts +466 -423
  172. package/src/server/__tests__/cacheManager.test.ts +891 -874
  173. package/src/server/__tests__/completions.integration.test.ts +115 -106
  174. package/src/server/__tests__/completions.test.ts +334 -313
  175. package/src/server/__tests__/config.test.ts +98 -86
  176. package/src/server/__tests__/deltaCache.merge.test.ts +774 -703
  177. package/src/server/__tests__/deltaCache.swr.test.ts +198 -153
  178. package/src/server/__tests__/deltaCache.test.ts +946 -759
  179. package/src/server/__tests__/diagnostics.test.ts +825 -792
  180. package/src/server/__tests__/errorHandler.integration.test.ts +512 -462
  181. package/src/server/__tests__/errorHandler.test.ts +402 -397
  182. package/src/server/__tests__/prompts.test.ts +424 -347
  183. package/src/server/__tests__/rateLimiter.test.ts +313 -309
  184. package/src/server/__tests__/requestLogger.test.ts +443 -403
  185. package/src/server/__tests__/resources.template.test.ts +196 -185
  186. package/src/server/__tests__/resources.test.ts +294 -288
  187. package/src/server/__tests__/security.integration.test.ts +487 -421
  188. package/src/server/__tests__/securityMiddleware.test.ts +519 -444
  189. package/src/server/__tests__/server-startup.integration.test.ts +509 -490
  190. package/src/server/__tests__/serverKnowledgeStore.test.ts +174 -173
  191. package/src/server/__tests__/toolRegistration.test.ts +239 -210
  192. package/src/server/__tests__/toolRegistry.test.ts +907 -845
  193. package/src/server/budgetResolver.ts +221 -181
  194. package/src/server/cacheKeys.ts +6 -6
  195. package/src/server/cacheManager.ts +498 -484
  196. package/src/server/completions.ts +267 -243
  197. package/src/server/config.ts +35 -14
  198. package/src/server/deltaCache.merge.ts +146 -128
  199. package/src/server/deltaCache.ts +352 -309
  200. package/src/server/diagnostics.ts +257 -242
  201. package/src/server/errorHandler.ts +747 -744
  202. package/src/server/prompts.ts +181 -176
  203. package/src/server/rateLimiter.ts +131 -129
  204. package/src/server/requestLogger.ts +350 -322
  205. package/src/server/resources.ts +442 -374
  206. package/src/server/responseFormatter.ts +41 -37
  207. package/src/server/securityMiddleware.ts +223 -205
  208. package/src/server/serverKnowledgeStore.ts +67 -67
  209. package/src/server/toolRegistry.ts +508 -474
  210. package/src/tools/CLAUDE.md +604 -0
  211. package/src/tools/__tests__/accountTools.delta.integration.test.ts +128 -111
  212. package/src/tools/__tests__/accountTools.integration.test.ts +129 -111
  213. package/src/tools/__tests__/accountTools.test.ts +685 -638
  214. package/src/tools/__tests__/adapters.test.ts +142 -108
  215. package/src/tools/__tests__/budgetTools.delta.integration.test.ts +73 -73
  216. package/src/tools/__tests__/budgetTools.integration.test.ts +132 -124
  217. package/src/tools/__tests__/budgetTools.test.ts +442 -413
  218. package/src/tools/__tests__/categoryTools.delta.integration.test.ts +76 -68
  219. package/src/tools/__tests__/categoryTools.integration.test.ts +314 -288
  220. package/src/tools/__tests__/categoryTools.test.ts +656 -625
  221. package/src/tools/__tests__/compareTransactions/formatter.test.ts +535 -462
  222. package/src/tools/__tests__/compareTransactions/index.test.ts +378 -358
  223. package/src/tools/__tests__/compareTransactions/matcher.test.ts +497 -398
  224. package/src/tools/__tests__/compareTransactions/parser.test.ts +765 -747
  225. package/src/tools/__tests__/compareTransactions.test.ts +352 -332
  226. package/src/tools/__tests__/compareTransactions.window.test.ts +150 -146
  227. package/src/tools/__tests__/deltaFetcher.scheduled.integration.test.ts +69 -65
  228. package/src/tools/__tests__/deltaFetcher.test.ts +325 -265
  229. package/src/tools/__tests__/deltaSupport.test.ts +211 -184
  230. package/src/tools/__tests__/deltaTestUtils.ts +37 -33
  231. package/src/tools/__tests__/exportTransactions.test.ts +205 -200
  232. package/src/tools/__tests__/monthTools.delta.integration.test.ts +68 -68
  233. package/src/tools/__tests__/monthTools.integration.test.ts +178 -166
  234. package/src/tools/__tests__/monthTools.test.ts +561 -512
  235. package/src/tools/__tests__/payeeTools.delta.integration.test.ts +68 -68
  236. package/src/tools/__tests__/payeeTools.integration.test.ts +158 -142
  237. package/src/tools/__tests__/payeeTools.test.ts +486 -434
  238. package/src/tools/__tests__/transactionSchemas.test.ts +1204 -0
  239. package/src/tools/__tests__/transactionTools.integration.test.ts +875 -825
  240. package/src/tools/__tests__/transactionTools.test.ts +4923 -4366
  241. package/src/tools/__tests__/transactionUtils.test.ts +1016 -0
  242. package/src/tools/__tests__/utilityTools.integration.test.ts +32 -32
  243. package/src/tools/__tests__/utilityTools.test.ts +68 -58
  244. package/src/tools/accountTools.ts +293 -271
  245. package/src/tools/adapters.ts +120 -63
  246. package/src/tools/budgetTools.ts +121 -116
  247. package/src/tools/categoryTools.ts +379 -339
  248. package/src/tools/compareTransactions/formatter.ts +131 -119
  249. package/src/tools/compareTransactions/index.ts +249 -214
  250. package/src/tools/compareTransactions/matcher.ts +259 -209
  251. package/src/tools/compareTransactions/parser.ts +517 -487
  252. package/src/tools/compareTransactions/types.ts +38 -38
  253. package/src/tools/compareTransactions.ts +1 -1
  254. package/src/tools/deltaFetcher.ts +281 -260
  255. package/src/tools/deltaSupport.ts +264 -259
  256. package/src/tools/exportTransactions.ts +230 -218
  257. package/src/tools/monthTools.ts +180 -165
  258. package/src/tools/payeeTools.ts +152 -140
  259. package/src/tools/reconcileAdapter.ts +297 -246
  260. package/src/tools/reconciliation/CLAUDE.md +506 -0
  261. package/src/tools/reconciliation/__tests__/adapter.causes.test.ts +135 -112
  262. package/src/tools/reconciliation/__tests__/adapter.test.ts +249 -227
  263. package/src/tools/reconciliation/__tests__/analyzer.test.ts +408 -335
  264. package/src/tools/reconciliation/__tests__/csvParser.test.ts +71 -69
  265. package/src/tools/reconciliation/__tests__/executor.integration.test.ts +348 -323
  266. package/src/tools/reconciliation/__tests__/executor.progress.test.ts +503 -457
  267. package/src/tools/reconciliation/__tests__/executor.test.ts +898 -831
  268. package/src/tools/reconciliation/__tests__/matcher.test.ts +667 -663
  269. package/src/tools/reconciliation/__tests__/payeeNormalizer.test.ts +296 -276
  270. package/src/tools/reconciliation/__tests__/recommendationEngine.integration.test.ts +692 -624
  271. package/src/tools/reconciliation/__tests__/recommendationEngine.test.ts +1008 -986
  272. package/src/tools/reconciliation/__tests__/reconciliation.delta.integration.test.ts +187 -146
  273. package/src/tools/reconciliation/__tests__/reportFormatter.test.ts +583 -530
  274. package/src/tools/reconciliation/__tests__/scenarios/adapterCurrency.scenario.test.ts +75 -71
  275. package/src/tools/reconciliation/__tests__/scenarios/extremes.scenario.test.ts +70 -58
  276. package/src/tools/reconciliation/__tests__/scenarios/repeatAmount.scenario.test.ts +102 -88
  277. package/src/tools/reconciliation/__tests__/schemaUrl.test.ts +58 -43
  278. package/src/tools/reconciliation/__tests__/signDetector.test.ts +209 -206
  279. package/src/tools/reconciliation/__tests__/ynabAdapter.test.ts +66 -60
  280. package/src/tools/reconciliation/analyzer.ts +582 -406
  281. package/src/tools/reconciliation/csvParser.ts +656 -609
  282. package/src/tools/reconciliation/executor.ts +1290 -1128
  283. package/src/tools/reconciliation/index.ts +580 -528
  284. package/src/tools/reconciliation/matcher.ts +256 -240
  285. package/src/tools/reconciliation/payeeNormalizer.ts +92 -78
  286. package/src/tools/reconciliation/recommendationEngine.ts +357 -345
  287. package/src/tools/reconciliation/reportFormatter.ts +349 -276
  288. package/src/tools/reconciliation/signDetector.ts +89 -83
  289. package/src/tools/reconciliation/types.ts +164 -153
  290. package/src/tools/reconciliation/ynabAdapter.ts +17 -15
  291. package/src/tools/schemas/CLAUDE.md +546 -0
  292. package/src/tools/schemas/common.ts +1 -1
  293. package/src/tools/schemas/outputs/__tests__/accountOutputs.test.ts +410 -409
  294. package/src/tools/schemas/outputs/__tests__/budgetOutputs.test.ts +305 -299
  295. package/src/tools/schemas/outputs/__tests__/categoryOutputs.test.ts +431 -430
  296. package/src/tools/schemas/outputs/__tests__/comparisonOutputs.test.ts +510 -495
  297. package/src/tools/schemas/outputs/__tests__/dateValidation.test.ts +179 -153
  298. package/src/tools/schemas/outputs/__tests__/discrepancyDirection.test.ts +293 -254
  299. package/src/tools/schemas/outputs/__tests__/monthOutputs.test.ts +457 -457
  300. package/src/tools/schemas/outputs/__tests__/payeeOutputs.test.ts +362 -356
  301. package/src/tools/schemas/outputs/__tests__/reconciliationOutputs.test.ts +402 -399
  302. package/src/tools/schemas/outputs/__tests__/transactionMutationSchemas.test.ts +225 -211
  303. package/src/tools/schemas/outputs/__tests__/transactionOutputs.test.ts +457 -454
  304. package/src/tools/schemas/outputs/__tests__/utilityOutputs.test.ts +316 -315
  305. package/src/tools/schemas/outputs/accountOutputs.ts +40 -34
  306. package/src/tools/schemas/outputs/budgetOutputs.ts +24 -19
  307. package/src/tools/schemas/outputs/categoryOutputs.ts +76 -56
  308. package/src/tools/schemas/outputs/comparisonOutputs.ts +192 -169
  309. package/src/tools/schemas/outputs/index.ts +163 -163
  310. package/src/tools/schemas/outputs/monthOutputs.ts +95 -80
  311. package/src/tools/schemas/outputs/payeeOutputs.ts +18 -18
  312. package/src/tools/schemas/outputs/reconciliationOutputs.ts +386 -373
  313. package/src/tools/schemas/outputs/transactionMutationOutputs.ts +259 -231
  314. package/src/tools/schemas/outputs/transactionOutputs.ts +81 -71
  315. package/src/tools/schemas/outputs/utilityOutputs.ts +90 -84
  316. package/src/tools/schemas/shared/commonOutputs.ts +27 -19
  317. package/src/tools/toolCategories.ts +114 -114
  318. package/src/tools/transactionReadTools.ts +327 -0
  319. package/src/tools/transactionSchemas.ts +484 -0
  320. package/src/tools/transactionTools.ts +107 -2990
  321. package/src/tools/transactionUtils.ts +621 -0
  322. package/src/tools/transactionWriteTools.ts +2110 -0
  323. package/src/tools/utilityTools.ts +46 -41
  324. package/src/types/CLAUDE.md +477 -0
  325. package/src/types/__tests__/index.test.ts +51 -51
  326. package/src/types/index.ts +43 -39
  327. package/src/types/integration-tests.d.ts +26 -26
  328. package/src/types/reconciliation.ts +29 -29
  329. package/src/types/toolAnnotations.ts +30 -30
  330. package/src/types/toolRegistration.ts +43 -32
  331. package/src/utils/CLAUDE.md +508 -0
  332. package/src/utils/__tests__/dateUtils.test.ts +174 -168
  333. package/src/utils/__tests__/money.test.ts +193 -187
  334. package/src/utils/amountUtils.ts +5 -5
  335. package/src/utils/baseError.ts +5 -5
  336. package/src/utils/dateUtils.ts +29 -26
  337. package/src/utils/errors.ts +14 -14
  338. package/src/utils/money.ts +66 -52
  339. package/src/utils/validationError.ts +1 -1
  340. package/tsconfig.json +29 -29
  341. package/tsconfig.prod.json +16 -16
  342. package/vitest-reporters/split-json-reporter.ts +247 -204
  343. package/vitest.config.ts +99 -95
  344. package/.prettierignore +0 -10
  345. package/.prettierrc.json +0 -10
  346. package/eslint.config.js +0 -49
@@ -1,13 +1,13 @@
1
- import { z } from 'zod/v4';
2
- import type * as ynab from 'ynab';
3
- import type { CallToolResult } from '@modelcontextprotocol/sdk/types.js';
4
- import type { ProgressCallback } from '../../server/toolRegistry.js';
5
- import type { ToolFactory } from '../../types/toolRegistration.js';
6
- import type { DeltaFetcher } from '../deltaFetcher.js';
7
- export type * from './types.js';
8
- export { analyzeReconciliation } from './analyzer.js';
9
- export { findMatches, findBestMatch } from './matcher.js';
10
- export { normalizePayee, normalizedMatch, fuzzyMatch, payeeSimilarity } from './payeeNormalizer.js';
1
+ import type { CallToolResult } from "@modelcontextprotocol/sdk/types.js";
2
+ import type * as ynab from "ynab";
3
+ import { z } from "zod/v4";
4
+ import type { ProgressCallback } from "../../server/toolRegistry.js";
5
+ import type { ToolFactory } from "../../types/toolRegistration.js";
6
+ import type { DeltaFetcher } from "../deltaFetcher.js";
7
+ export type * from "./types.js";
8
+ export { analyzeReconciliation } from "./analyzer.js";
9
+ export { findMatches, findBestMatch } from "./matcher.js";
10
+ export { normalizePayee, normalizedMatch, fuzzyMatch, payeeSimilarity, } from "./payeeNormalizer.js";
11
11
  export declare const ReconcileAccountSchema: z.ZodObject<{
12
12
  budget_id: z.ZodString;
13
13
  account_id: z.ZodString;
@@ -1,45 +1,45 @@
1
- import { promises as fs } from 'fs';
2
- import { z } from 'zod/v4';
3
- import { withToolErrorHandling } from '../../types/index.js';
4
- import { createAdapters, createBudgetResolver } from '../adapters.js';
5
- import { ToolAnnotationPresets } from '../toolCategories.js';
6
- import { CompareTransactionsSchema, handleCompareTransactions, } from '../compareTransactions/index.js';
7
- import { analyzeReconciliation } from './analyzer.js';
8
- import { buildReconciliationPayload } from '../reconcileAdapter.js';
9
- import { executeReconciliation, } from './executor.js';
10
- import { responseFormatter } from '../../server/responseFormatter.js';
11
- import { parseCSV } from './csvParser.js';
12
- import { resolveDeltaFetcherArgs } from '../deltaSupport.js';
13
- import { detectSignInversion } from './signDetector.js';
14
- import { normalizeYNABTransactions } from './ynabAdapter.js';
15
- export { analyzeReconciliation } from './analyzer.js';
16
- export { findMatches, findBestMatch } from './matcher.js';
17
- export { normalizePayee, normalizedMatch, fuzzyMatch, payeeSimilarity } from './payeeNormalizer.js';
1
+ import { promises as fs } from "node:fs";
2
+ import { z } from "zod/v4";
3
+ import { responseFormatter } from "../../server/responseFormatter.js";
4
+ import { withToolErrorHandling } from "../../types/index.js";
5
+ import { createAdapters, createBudgetResolver } from "../adapters.js";
6
+ import { CompareTransactionsSchema, handleCompareTransactions, } from "../compareTransactions/index.js";
7
+ import { resolveDeltaFetcherArgs } from "../deltaSupport.js";
8
+ import { buildReconciliationPayload } from "../reconcileAdapter.js";
9
+ import { ToolAnnotationPresets } from "../toolCategories.js";
10
+ import { analyzeReconciliation } from "./analyzer.js";
11
+ import { parseCSV, } from "./csvParser.js";
12
+ import { executeReconciliation, } from "./executor.js";
13
+ import { detectSignInversion } from "./signDetector.js";
14
+ import { normalizeYNABTransactions } from "./ynabAdapter.js";
15
+ export { analyzeReconciliation } from "./analyzer.js";
16
+ export { findMatches, findBestMatch } from "./matcher.js";
17
+ export { normalizePayee, normalizedMatch, fuzzyMatch, payeeSimilarity, } from "./payeeNormalizer.js";
18
18
  function getAuditDataSource(transactionsResult, forceFullRefresh) {
19
19
  if (forceFullRefresh) {
20
- return 'full_api_fetch_no_delta';
20
+ return "full_api_fetch_no_delta";
21
21
  }
22
22
  if (transactionsResult.usedDelta) {
23
- return 'delta_fetch_with_merge';
23
+ return "delta_fetch_with_merge";
24
24
  }
25
25
  if (transactionsResult.wasCached) {
26
- return 'delta_fetch_cache_hit';
26
+ return "delta_fetch_cache_hit";
27
27
  }
28
- return 'delta_fetch_full_refresh';
28
+ return "delta_fetch_full_refresh";
29
29
  }
30
30
  function getDataFreshness(transactionsResult, forceFullRefresh) {
31
31
  if (forceFullRefresh) {
32
- return 'guaranteed_fresh';
32
+ return "guaranteed_fresh";
33
33
  }
34
34
  if (transactionsResult.wasCached) {
35
- return 'cache_validated_via_server_knowledge';
35
+ return "cache_validated_via_server_knowledge";
36
36
  }
37
- return 'fresh_via_delta_fetch';
37
+ return "fresh_via_delta_fetch";
38
38
  }
39
39
  export const ReconcileAccountSchema = z
40
40
  .object({
41
- budget_id: z.string().min(1, 'Budget ID is required'),
42
- account_id: z.string().min(1, 'Account ID is required'),
41
+ budget_id: z.string().min(1, "Budget ID is required"),
42
+ account_id: z.string().min(1, "Account ID is required"),
43
43
  csv_file_path: z.string().optional(),
44
44
  csv_data: z.string().optional(),
45
45
  csv_format: z
@@ -56,7 +56,7 @@ export const ReconcileAccountSchema = z
56
56
  .strict()
57
57
  .optional(),
58
58
  statement_balance: z.number({
59
- message: 'Statement balance is required and must be a number',
59
+ message: "Statement balance is required and must be a number",
60
60
  }),
61
61
  statement_start_date: z.string().optional(),
62
62
  statement_end_date: z.string().optional(),
@@ -75,20 +75,26 @@ export const ReconcileAccountSchema = z
75
75
  invert_bank_amounts: z.boolean().optional(),
76
76
  dry_run: z.boolean().optional().default(true),
77
77
  balance_verification_mode: z
78
- .enum(['ANALYSIS_ONLY', 'GUIDED_RESOLUTION', 'AUTO_RESOLVE'])
78
+ .enum(["ANALYSIS_ONLY", "GUIDED_RESOLUTION", "AUTO_RESOLVE"])
79
79
  .optional()
80
- .default('ANALYSIS_ONLY'),
80
+ .default("ANALYSIS_ONLY"),
81
81
  require_exact_match: z.boolean().optional().default(true),
82
82
  confidence_threshold: z.number().min(0).max(1).optional().default(0.8),
83
- max_resolution_attempts: z.number().int().min(1).max(10).optional().default(5),
83
+ max_resolution_attempts: z
84
+ .number()
85
+ .int()
86
+ .min(1)
87
+ .max(10)
88
+ .optional()
89
+ .default(5),
84
90
  include_structured_data: z.boolean().optional().default(false),
85
91
  force_full_refresh: z.boolean().optional().default(true),
86
92
  })
87
93
  .refine((data) => data.csv_file_path || data.csv_data, {
88
- message: 'Either csv_file_path or csv_data must be provided',
89
- path: ['csv_data'],
94
+ message: "Either csv_file_path or csv_data must be provided",
95
+ path: ["csv_data"],
90
96
  });
91
- export async function handleReconcileAccount(ynabAPI, deltaFetcherOrParams, maybeParams, sendProgress) {
97
+ export async function handleReconcileAccount(ynabAPI, deltaFetcherOrParams, maybeParams, sendProgress, errorHandler) {
92
98
  const { deltaFetcher, params } = resolveDeltaFetcherArgs(ynabAPI, deltaFetcherOrParams, maybeParams);
93
99
  const forceFullRefresh = params.force_full_refresh ?? true;
94
100
  return await withToolErrorHandling(async () => {
@@ -116,21 +122,23 @@ export async function handleReconcileAccount(ynabAPI, deltaFetcherOrParams, mayb
116
122
  }
117
123
  const accountName = accountData.name;
118
124
  const accountType = accountData.type;
119
- const accountIsLiability = accountType === 'creditCard' ||
120
- accountType === 'lineOfCredit' ||
121
- accountType === 'mortgage' ||
122
- accountType === 'autoLoan' ||
123
- accountType === 'studentLoan' ||
124
- accountType === 'personalLoan' ||
125
- accountType === 'medicalDebt' ||
126
- accountType === 'otherDebt' ||
127
- accountType === 'otherLiability';
128
- const shouldInvertBankAmounts = params.invert_bank_amounts !== undefined ? params.invert_bank_amounts : accountIsLiability;
125
+ const accountIsLiability = accountType === "creditCard" ||
126
+ accountType === "lineOfCredit" ||
127
+ accountType === "mortgage" ||
128
+ accountType === "autoLoan" ||
129
+ accountType === "studentLoan" ||
130
+ accountType === "personalLoan" ||
131
+ accountType === "medicalDebt" ||
132
+ accountType === "otherDebt" ||
133
+ accountType === "otherLiability";
134
+ const shouldInvertBankAmounts = params.invert_bank_amounts !== undefined
135
+ ? params.invert_bank_amounts
136
+ : accountIsLiability;
129
137
  const adjustedStatementBalance = accountIsLiability
130
138
  ? -Math.abs(params.statement_balance)
131
139
  : params.statement_balance;
132
140
  const budgetResponse = await ynabAPI.budgets.getBudgetById(params.budget_id);
133
- const currencyCode = budgetResponse.data.budget?.currency_format?.iso_code ?? 'USD';
141
+ const currencyCode = budgetResponse.data.budget?.currency_format?.iso_code ?? "USD";
134
142
  const narrativeNotes = [];
135
143
  const dateFormat = mapCsvDateFormatToHint(params.csv_format?.date_format);
136
144
  const csvOptions = {
@@ -159,20 +167,20 @@ export async function handleReconcileAccount(ynabAPI, deltaFetcherOrParams, mayb
159
167
  delimiter: params.csv_format.delimiter,
160
168
  }),
161
169
  };
162
- let csvContent = params.csv_data ?? '';
170
+ let csvContent = params.csv_data ?? "";
163
171
  if (!csvContent && params.csv_file_path) {
164
172
  try {
165
- csvContent = await fs.readFile(params.csv_file_path, 'utf8');
173
+ csvContent = await fs.readFile(params.csv_file_path, "utf8");
166
174
  }
167
175
  catch (error) {
168
176
  const message = error instanceof Error && error.message
169
177
  ? error.message
170
- : 'Unknown error while reading CSV file';
178
+ : "Unknown error while reading CSV file";
171
179
  throw new Error(`Failed to read CSV file at path ${params.csv_file_path}: ${message}`);
172
180
  }
173
181
  }
174
182
  if (!csvContent.trim()) {
175
- throw new Error('CSV content is empty after reading the provided source.');
183
+ throw new Error("CSV content is empty after reading the provided source.");
176
184
  }
177
185
  let rawCsvResult;
178
186
  try {
@@ -184,25 +192,25 @@ export async function handleReconcileAccount(ynabAPI, deltaFetcherOrParams, mayb
184
192
  catch (error) {
185
193
  const message = error instanceof Error && error.message
186
194
  ? error.message
187
- : 'Unknown error while parsing CSV';
195
+ : "Unknown error while parsing CSV";
188
196
  throw new Error(`Failed to parse CSV data: ${message}`);
189
197
  }
190
198
  let sinceDate;
191
199
  let dateWindowSource;
192
200
  if (params.statement_start_date) {
193
201
  sinceDate = new Date(params.statement_start_date);
194
- dateWindowSource = 'statement_start_date';
202
+ dateWindowSource = "statement_start_date";
195
203
  }
196
204
  else if (rawCsvResult.transactions.length > 0) {
197
205
  sinceDate = inferSinceDateFromTransactions(rawCsvResult.transactions);
198
- dateWindowSource = 'csv_min_date_with_buffer';
206
+ dateWindowSource = "csv_min_date_with_buffer";
199
207
  }
200
208
  else {
201
209
  sinceDate = fallbackSinceDate();
202
- dateWindowSource = 'fallback_90_days';
203
- narrativeNotes.push('CSV contained no parsable transactions for date detection; fetched the last 90 days from YNAB.');
210
+ dateWindowSource = "fallback_90_days";
211
+ narrativeNotes.push("CSV contained no parsable transactions for date detection; fetched the last 90 days from YNAB.");
204
212
  }
205
- const sinceDateString = sinceDate.toISOString().split('T')[0];
213
+ const sinceDateString = sinceDate.toISOString().split("T")[0];
206
214
  const transactionsResult = forceFullRefresh
207
215
  ? await deltaFetcher.fetchTransactionsByAccountFull(params.budget_id, params.account_id, sinceDateString)
208
216
  : await deltaFetcher.fetchTransactionsByAccount(params.budget_id, params.account_id, sinceDateString);
@@ -215,14 +223,17 @@ export async function handleReconcileAccount(ynabAPI, deltaFetcherOrParams, mayb
215
223
  const needsInversion = detectSignInversion(rawCsvResult.transactions, normalizedYNAB);
216
224
  if (needsInversion !== finalInvertAmounts) {
217
225
  narrativeNotes.push(needsInversion
218
- ? 'Detected bank CSV amounts opposite YNAB; inverting bank amounts for matching.'
219
- : 'Detected bank CSV amounts already align with YNAB; using CSV amounts as-is.');
226
+ ? "Detected bank CSV amounts opposite YNAB; inverting bank amounts for matching."
227
+ : "Detected bank CSV amounts already align with YNAB; using CSV amounts as-is.");
220
228
  }
221
229
  finalInvertAmounts = needsInversion;
222
230
  }
223
231
  const parseResult = finalInvertAmounts === false
224
232
  ? rawCsvResult
225
- : parseCSV(csvContent, { ...csvOptions, invertAmounts: finalInvertAmounts });
233
+ : parseCSV(csvContent, {
234
+ ...csvOptions,
235
+ invertAmounts: finalInvertAmounts,
236
+ });
226
237
  const auditMetadata = {
227
238
  data_freshness: getDataFreshness(transactionsResult, forceFullRefresh),
228
239
  data_source: getAuditDataSource(transactionsResult, forceFullRefresh),
@@ -263,7 +274,7 @@ export async function handleReconcileAccount(ynabAPI, deltaFetcherOrParams, mayb
263
274
  params.auto_update_cleared_status ||
264
275
  params.auto_unclear_missing ||
265
276
  params.auto_adjust_dates ||
266
- params.balance_verification_mode !== 'ANALYSIS_ONLY' ||
277
+ params.balance_verification_mode !== "ANALYSIS_ONLY" ||
267
278
  wantsBalanceVerification;
268
279
  if (shouldExecute) {
269
280
  executionData = await executeReconciliation({
@@ -295,44 +306,44 @@ export async function handleReconcileAccount(ynabAPI, deltaFetcherOrParams, mayb
295
306
  human: payload.human,
296
307
  };
297
308
  if (params.include_structured_data) {
298
- responseData['structured'] = payload.structured;
309
+ responseData["structured"] = payload.structured;
299
310
  }
300
311
  return {
301
312
  content: [
302
313
  {
303
- type: 'text',
314
+ type: "text",
304
315
  text: responseFormatter.format(responseData),
305
316
  },
306
317
  ],
307
318
  };
308
- }, 'ynab:reconcile_account', 'analyzing account reconciliation');
319
+ }, "ynab:reconcile_account", "analyzing account reconciliation", errorHandler);
309
320
  }
310
321
  export const registerReconciliationTools = (registry, context) => {
311
322
  const { adapt, adaptWithDeltaAndProgress } = createAdapters(context);
312
323
  const budgetResolver = createBudgetResolver(context);
313
324
  registry.register({
314
- name: 'compare_transactions',
315
- description: 'Compare bank transactions from CSV with YNAB transactions to find missing entries',
325
+ name: "compare_transactions",
326
+ description: "Compare bank transactions from CSV with YNAB transactions to find missing entries",
316
327
  inputSchema: CompareTransactionsSchema,
317
328
  handler: adapt(handleCompareTransactions),
318
329
  defaultArgumentResolver: budgetResolver(),
319
330
  metadata: {
320
331
  annotations: {
321
332
  ...ToolAnnotationPresets.READ_ONLY_EXTERNAL,
322
- title: 'YNAB: Compare Transactions',
333
+ title: "YNAB: Compare Transactions",
323
334
  },
324
335
  },
325
336
  });
326
337
  registry.register({
327
- name: 'reconcile_account',
328
- description: 'Guided reconciliation workflow with human narrative, insight detection, and optional execution (create/update/unclear). Set include_structured_data=true to also get full JSON output (large).',
338
+ name: "reconcile_account",
339
+ description: "Guided reconciliation workflow with human narrative, insight detection, and optional execution (create/update/unclear). Set include_structured_data=true to also get full JSON output (large).",
329
340
  inputSchema: ReconcileAccountSchema,
330
341
  handler: adaptWithDeltaAndProgress(handleReconcileAccount),
331
342
  defaultArgumentResolver: budgetResolver(),
332
343
  metadata: {
333
344
  annotations: {
334
345
  ...ToolAnnotationPresets.WRITE_EXTERNAL_UPDATE,
335
- title: 'YNAB: Reconcile Account',
346
+ title: "YNAB: Reconcile Account",
336
347
  },
337
348
  },
338
349
  });
@@ -341,15 +352,17 @@ function mapCsvDateFormatToHint(format) {
341
352
  if (!format) {
342
353
  return undefined;
343
354
  }
344
- const normalized = format.toUpperCase().replace(/[^YMD]/g, '');
345
- if (normalized === 'YYYYMMDD' || normalized === 'YYMMDD' || normalized === 'YMD') {
346
- return 'YMD';
355
+ const normalized = format.toUpperCase().replace(/[^YMD]/g, "");
356
+ if (normalized === "YYYYMMDD" ||
357
+ normalized === "YYMMDD" ||
358
+ normalized === "YMD") {
359
+ return "YMD";
347
360
  }
348
- if (normalized === 'MMDDYYYY' || normalized === 'MDY') {
349
- return 'MDY';
361
+ if (normalized === "MMDDYYYY" || normalized === "MDY") {
362
+ return "MDY";
350
363
  }
351
- if (normalized === 'DDMMYYYY' || normalized === 'DMY') {
352
- return 'DMY';
364
+ if (normalized === "DDMMYYYY" || normalized === "DMY") {
365
+ return "DMY";
353
366
  }
354
367
  return undefined;
355
368
  }
@@ -363,19 +376,19 @@ function mapCsvFormatForPayload(format) {
363
376
  }
364
377
  return String(value);
365
378
  };
366
- const delimiter = coerceString(format.delimiter, ',');
367
- const decimalSeparator = '.';
368
- const thousandsSeparator = ',';
369
- const dateFormat = coerceString(format.date_format, 'MM/DD/YYYY');
379
+ const delimiter = coerceString(format.delimiter, ",");
380
+ const decimalSeparator = ".";
381
+ const thousandsSeparator = ",";
382
+ const dateFormat = coerceString(format.date_format, "MM/DD/YYYY");
370
383
  return {
371
- delimiter: delimiter ?? ',',
384
+ delimiter: delimiter ?? ",",
372
385
  decimal_separator: decimalSeparator,
373
386
  thousands_separator: thousandsSeparator,
374
- date_format: dateFormat ?? 'MM/DD/YYYY',
387
+ date_format: dateFormat ?? "MM/DD/YYYY",
375
388
  header_row: format.has_header ?? true,
376
- date_column: coerceString(format.date_column, '') ?? null,
377
- amount_column: coerceString(format.amount_column, '') ?? null,
378
- payee_column: coerceString(format.description_column, '') ?? null,
389
+ date_column: coerceString(format.date_column, "") ?? null,
390
+ amount_column: coerceString(format.amount_column, "") ?? null,
391
+ payee_column: coerceString(format.description_column, "") ?? null,
379
392
  };
380
393
  }
381
394
  function fallbackSinceDate() {
@@ -1,5 +1,5 @@
1
- import type { BankTransaction as CanonicalBankTransaction, NormalizedYNABTransaction } from '../../types/reconciliation.js';
2
- import { type MatchingConfig } from './types.js';
1
+ import type { BankTransaction as CanonicalBankTransaction, NormalizedYNABTransaction } from "../../types/reconciliation.js";
2
+ import type { MatchingConfig } from "./types.js";
3
3
  export type { MatchingConfig };
4
4
  export interface MatchCandidate {
5
5
  ynabTransaction: NormalizedYNABTransaction;
@@ -15,7 +15,7 @@ export interface MatchResult {
15
15
  bankTransaction: CanonicalBankTransaction;
16
16
  bestMatch: MatchCandidate | null;
17
17
  candidates: MatchCandidate[];
18
- confidence: 'high' | 'medium' | 'low' | 'none';
18
+ confidence: "high" | "medium" | "low" | "none";
19
19
  confidenceScore: number;
20
20
  }
21
21
  export declare const DEFAULT_CONFIG: MatchingConfig;
@@ -1,4 +1,4 @@
1
- import * as fuzz from 'fuzzball';
1
+ import * as fuzz from "fuzzball";
2
2
  export const DEFAULT_CONFIG = {
3
3
  weights: {
4
4
  amount: 0.5,
@@ -20,7 +20,8 @@ export function normalizeConfig(config) {
20
20
  }
21
21
  return {
22
22
  weights: config.weights ?? DEFAULT_CONFIG.weights,
23
- amountToleranceMilliunits: config.amountToleranceMilliunits ?? DEFAULT_CONFIG.amountToleranceMilliunits,
23
+ amountToleranceMilliunits: config.amountToleranceMilliunits ??
24
+ DEFAULT_CONFIG.amountToleranceMilliunits,
24
25
  dateToleranceDays: config.dateToleranceDays ?? DEFAULT_CONFIG.dateToleranceDays,
25
26
  autoMatchThreshold: config.autoMatchThreshold ?? DEFAULT_CONFIG.autoMatchThreshold,
26
27
  suggestedMatchThreshold: config.suggestedMatchThreshold ?? DEFAULT_CONFIG.suggestedMatchThreshold,
@@ -33,22 +34,22 @@ export function normalizeConfig(config) {
33
34
  function matchSingle(bankTxn, ynabTransactions, usedIds, configInput) {
34
35
  const config = normalizeConfig(configInput);
35
36
  const candidates = findCandidates(bankTxn, ynabTransactions, usedIds, config);
36
- const bestMatch = candidates.length > 0 ? candidates[0] : null;
37
+ const bestMatch = candidates[0] ?? null;
37
38
  const confidenceScore = bestMatch?.scores.combined ?? 0;
38
39
  let confidence;
39
40
  if (confidenceScore >= config.autoMatchThreshold) {
40
- confidence = 'high';
41
+ confidence = "high";
41
42
  if (bestMatch)
42
43
  usedIds.add(bestMatch.ynabTransaction.id);
43
44
  }
44
45
  else if (confidenceScore >= config.suggestedMatchThreshold) {
45
- confidence = 'medium';
46
+ confidence = "medium";
46
47
  }
47
48
  else if (confidenceScore >= config.minimumCandidateScore) {
48
- confidence = 'low';
49
+ confidence = "low";
49
50
  }
50
51
  else {
51
- confidence = 'none';
52
+ confidence = "none";
52
53
  }
53
54
  return {
54
55
  bankTransaction: bankTxn,
@@ -94,8 +95,8 @@ function findCandidates(bankTxn, ynabTransactions, usedIds, config) {
94
95
  if (scoreDiff !== 0) {
95
96
  return scoreDiff;
96
97
  }
97
- const aUncleared = a.ynabTransaction.cleared === 'uncleared' ? 1 : 0;
98
- const bUncleared = b.ynabTransaction.cleared === 'uncleared' ? 1 : 0;
98
+ const aUncleared = a.ynabTransaction.cleared === "uncleared" ? 1 : 0;
99
+ const bUncleared = b.ynabTransaction.cleared === "uncleared" ? 1 : 0;
99
100
  if (aUncleared !== bUncleared) {
100
101
  return bUncleared - aUncleared;
101
102
  }
@@ -172,28 +173,28 @@ function calculatePayeeScore(bankPayee, ynabPayee) {
172
173
  function buildMatchReasons(scores, config) {
173
174
  const reasons = [];
174
175
  if (scores.amount === 100) {
175
- reasons.push('Exact amount match');
176
+ reasons.push("Exact amount match");
176
177
  }
177
178
  else if (scores.amount >= 95) {
178
- reasons.push('Amount within tolerance');
179
+ reasons.push("Amount within tolerance");
179
180
  }
180
181
  if (scores.date === 100) {
181
- reasons.push('Same date');
182
+ reasons.push("Same date");
182
183
  }
183
184
  else if (scores.date >= 90) {
184
- reasons.push('Date within 1-2 days');
185
+ reasons.push("Date within 1-2 days");
185
186
  }
186
187
  else if (scores.date >= 50) {
187
188
  reasons.push(`Date within ${config.dateToleranceDays} days`);
188
189
  }
189
190
  if (scores.payee >= 95) {
190
- reasons.push('Payee exact match');
191
+ reasons.push("Payee exact match");
191
192
  }
192
193
  else if (scores.payee >= 80) {
193
- reasons.push('Payee highly similar');
194
+ reasons.push("Payee highly similar");
194
195
  }
195
196
  else if (scores.payee >= 60) {
196
- reasons.push('Payee somewhat similar');
197
+ reasons.push("Payee somewhat similar");
197
198
  }
198
199
  return reasons;
199
200
  }
@@ -1,7 +1,7 @@
1
1
  export function normalizePayee(payee) {
2
2
  if (!payee)
3
- return '';
4
- return payee.toLowerCase().replace(/[^a-z0-9]/g, '');
3
+ return "";
4
+ return payee.toLowerCase().replace(/[^a-z0-9]/g, "");
5
5
  }
6
6
  export function normalizedMatch(payee1, payee2) {
7
7
  const norm1 = normalizePayee(payee1);
@@ -16,17 +16,28 @@ function levenshteinDistance(str1, str2) {
16
16
  const matrix = Array(len1 + 1)
17
17
  .fill(null)
18
18
  .map(() => Array(len2 + 1).fill(0));
19
- for (let i = 0; i <= len1; i++)
20
- matrix[i][0] = i;
21
- for (let j = 0; j <= len2; j++)
22
- matrix[0][j] = j;
19
+ for (let i = 0; i <= len1; i++) {
20
+ const row = matrix[i];
21
+ if (row)
22
+ row[0] = i;
23
+ }
24
+ const firstRow = matrix[0];
25
+ if (firstRow) {
26
+ for (let j = 0; j <= len2; j++) {
27
+ firstRow[j] = j;
28
+ }
29
+ }
23
30
  for (let i = 1; i <= len1; i++) {
24
31
  for (let j = 1; j <= len2; j++) {
32
+ const row = matrix[i];
33
+ const prevRow = matrix[i - 1];
34
+ if (!row || !prevRow)
35
+ continue;
25
36
  const cost = str1[i - 1] === str2[j - 1] ? 0 : 1;
26
- matrix[i][j] = Math.min(matrix[i - 1][j] + 1, matrix[i][j - 1] + 1, matrix[i - 1][j - 1] + cost);
37
+ row[j] = Math.min((prevRow[j] ?? 0) + 1, (row[j - 1] ?? 0) + 1, (prevRow[j - 1] ?? 0) + cost);
27
38
  }
28
39
  }
29
- return matrix[len1][len2];
40
+ return matrix[len1]?.[len2] ?? 0;
30
41
  }
31
42
  export function fuzzyMatch(payee1, payee2) {
32
43
  const norm1 = normalizePayee(payee1);
@@ -1,2 +1,2 @@
1
- import type { ActionableRecommendation, RecommendationContext } from './types.js';
1
+ import type { ActionableRecommendation, RecommendationContext } from "./types.js";
2
2
  export declare function generateRecommendations(context: RecommendationContext): ActionableRecommendation[];