@dizzlkheinz/ynab-mcpb 0.18.3 → 0.19.0

package/src/__tests__/tools/reconciliation/csvParser.integration.test.ts

@@ -1,129 +1,131 @@
-import { describe, it, expect } from 'vitest';
-import { parseCSV } from '../../../tools/reconciliation/csvParser.js';
-import { findMatches } from '../../../tools/reconciliation/matcher.js';
-import { normalizeYNABTransaction } from '../../../tools/reconciliation/ynabAdapter.js';
-
-describe('CSV Parser Integration Tests', () => {
-  describe('TD Bank CSV', () => {
-    const tdCSV = `Date,Description,Amount
+import { describe, expect, it } from "vitest";
+import { parseCSV } from "../../../tools/reconciliation/csvParser.js";
+import { findMatches } from "../../../tools/reconciliation/matcher.js";
+import { normalizeYNABTransaction } from "../../../tools/reconciliation/ynabAdapter.js";
+
+describe("CSV Parser Integration Tests", () => {
+	describe("TD Bank CSV", () => {
+		const tdCSV = `Date,Description,Amount
 09/15/2025,SHELL STATION 1234 TORONTO ON,-45.23
 09/16/2025,AMZN MKTP CA*1A2B3C4,-127.99
 09/17/2025,PAYROLL DEPOSIT ABC CORP,2500.00`;
 
-    it('should parse TD CSV correctly', () => {
-      const result = parseCSV(tdCSV, { preset: 'td' });
-
-      expect(result.errors).toHaveLength(0);
-      expect(result.transactions).toHaveLength(3);
-      expect(result.transactions[0].amount).toBe(-45230); // Milliunits!
-      expect(result.transactions[0].payee).toBe('SHELL STATION 1234 TORONTO ON');
-      expect(result.transactions[0].date).toBe('2025-09-15');
-    });
-  });
-
-  describe('RBC Debit/Credit CSV', () => {
-    const rbcCSV = `Transaction Date,Description 1,Debit,Credit
+		it("should parse TD CSV correctly", () => {
+			const result = parseCSV(tdCSV, { preset: "td" });
+
+			expect(result.errors).toHaveLength(0);
+			expect(result.transactions).toHaveLength(3);
+			expect(result.transactions[0].amount).toBe(-45230); // Milliunits!
+			expect(result.transactions[0].payee).toBe(
+				"SHELL STATION 1234 TORONTO ON",
+			);
+			expect(result.transactions[0].date).toBe("2025-09-15");
+		});
+	});
+
+	describe("RBC Debit/Credit CSV", () => {
+		const rbcCSV = `Transaction Date,Description 1,Debit,Credit
 2025-09-15,SHELL GAS,45.23,
 2025-09-16,TRANSFER FROM SAVINGS,,500.00`;
 
-    it('should parse RBC CSV with debit/credit columns', () => {
-      const result = parseCSV(rbcCSV, { preset: 'rbc' });
+		it("should parse RBC CSV with debit/credit columns", () => {
+			const result = parseCSV(rbcCSV, { preset: "rbc" });
 
-      expect(result.errors).toHaveLength(0);
-      expect(result.transactions).toHaveLength(2);
-      expect(result.transactions[0].amount).toBe(-45230); // Debit = negative milliunits
-      expect(result.transactions[1].amount).toBe(500000); // Credit = positive milliunits
-    });
-  });
+			expect(result.errors).toHaveLength(0);
+			expect(result.transactions).toHaveLength(2);
+			expect(result.transactions[0].amount).toBe(-45230); // Debit = negative milliunits
+			expect(result.transactions[1].amount).toBe(500000); // Credit = positive milliunits
+		});
+	});
 
-  describe('Ambiguous Debit/Credit Warning', () => {
-    const ambiguousCSV = `Transaction Date,Description,Debit,Credit
+	describe("Ambiguous Debit/Credit Warning", () => {
+		const ambiguousCSV = `Transaction Date,Description,Debit,Credit
 2025-09-15,WEIRD TXN,50.00,25.00`;
 
-    it('should warn when both debit and credit have values', () => {
-      const result = parseCSV(ambiguousCSV, { preset: 'rbc' });
+		it("should warn when both debit and credit have values", () => {
+			const result = parseCSV(ambiguousCSV, { preset: "rbc" });
 
-      expect(result.warnings).toHaveLength(1);
-      expect(result.warnings[0].message).toContain('Both Debit');
-      expect(result.transactions[0].amount).toBe(-50000); // Uses debit
-    });
-  });
+			expect(result.warnings).toHaveLength(1);
+			expect(result.warnings[0].message).toContain("Both Debit");
+			expect(result.transactions[0].amount).toBe(-50000); // Uses debit
+		});
+	});
 
-  describe('European Number Format', () => {
-    const euroCSV = `Date,Amount,Description
+	describe("European Number Format", () => {
+		const euroCSV = `Date,Amount,Description
 15/09/2025,"1.234,56",Big Purchase`;
 
-    it('should handle European number format', () => {
-      const result = parseCSV(euroCSV);
+		it("should handle European number format", () => {
+			const result = parseCSV(euroCSV);
 
-      expect(result.transactions[0].amount).toBe(1234560); // 1234.56 in milliunits
-    });
-  });
+			expect(result.transactions[0].amount).toBe(1234560); // 1234.56 in milliunits
+		});
+	});
 });
 
-describe('Matcher Integration Tests', () => {
-  const mockYNABTransactions = [
-    {
-      id: 'y1',
-      date: '2025-09-15',
-      amount: -45230,
-      payee_name: 'Shell',
-      category_name: 'Gas',
-      cleared: 'uncleared',
-      approved: true,
-    },
-    {
-      id: 'y2',
-      date: '2025-09-17',
-      amount: -127990,
-      payee_name: 'Amazon',
-      category_name: 'Shopping',
-      cleared: 'uncleared',
-      approved: true,
-    },
-  ].map((t) => normalizeYNABTransaction(t as any));
-
-  it('should achieve high confidence matches with exact integer comparison', () => {
-    const bankCSV = `Date,Description,Amount
+describe("Matcher Integration Tests", () => {
+	const mockYNABTransactions = [
+		{
+			id: "y1",
+			date: "2025-09-15",
+			amount: -45230,
+			payee_name: "Shell",
+			category_name: "Gas",
+			cleared: "uncleared",
+			approved: true,
+		},
+		{
+			id: "y2",
+			date: "2025-09-17",
+			amount: -127990,
+			payee_name: "Amazon",
+			category_name: "Shopping",
+			cleared: "uncleared",
+			approved: true,
+		},
+	].map((t) => normalizeYNABTransaction(t as any));
+
+	it("should achieve high confidence matches with exact integer comparison", () => {
+		const bankCSV = `Date,Description,Amount
 09/15/2025,SHELL STATION 1234,-45.23
 09/16/2025,AMZN MKTP CA*ABC123,-127.99`;
 
-    const parsed = parseCSV(bankCSV);
-    const matches = findMatches(parsed.transactions, mockYNABTransactions);
-
-    // Shell: exact amount match (both -45230 milliunits)
-    expect(matches[0].confidence).toBe('high');
-    expect(matches[0].bestMatch?.scores.amount).toBe(100);
-
-    // Amazon: exact amount match (both -127990 milliunits)
-    expect(matches[1].confidence).toBe('high');
-    expect(matches[1].bestMatch?.scores.amount).toBe(100);
-  });
-
-  it('should use exact integer comparison (no float precision issues)', () => {
-    // Both are now integers - no floating point comparison needed!
-    const bankTxn = {
-      id: 'b1',
-      date: '2025-09-15',
-      amount: -45230, // Integer milliunits
-      payee: 'Shell',
-      sourceRow: 2,
-      raw: { date: '09/15/2025', amount: '-45.23', description: 'Shell' },
-    };
-
-    const ynabTxn = {
-      id: 'y1',
-      date: '2025-09-15',
-      amount: -45230, // Integer milliunits - direct from YNAB API
-      payee: 'Shell',
-      memo: null,
-      categoryName: 'Gas',
-      cleared: 'uncleared' as const,
-      approved: true,
-    };
-
-    const matches = findMatches([bankTxn], [ynabTxn]);
-    // Exact match because integers compare exactly: -45230 === -45230
-    expect(matches[0].bestMatch?.scores.amount).toBe(100);
-  });
+		const parsed = parseCSV(bankCSV);
+		const matches = findMatches(parsed.transactions, mockYNABTransactions);
+
+		// Shell: exact amount match (both -45230 milliunits)
+		expect(matches[0].confidence).toBe("high");
+		expect(matches[0].bestMatch?.scores.amount).toBe(100);
+
+		// Amazon: exact amount match (both -127990 milliunits)
+		expect(matches[1].confidence).toBe("high");
+		expect(matches[1].bestMatch?.scores.amount).toBe(100);
+	});
+
+	it("should use exact integer comparison (no float precision issues)", () => {
+		// Both are now integers - no floating point comparison needed!
+		const bankTxn = {
+			id: "b1",
+			date: "2025-09-15",
+			amount: -45230, // Integer milliunits
+			payee: "Shell",
+			sourceRow: 2,
+			raw: { date: "09/15/2025", amount: "-45.23", description: "Shell" },
+		};
+
+		const ynabTxn = {
+			id: "y1",
+			date: "2025-09-15",
+			amount: -45230, // Integer milliunits - direct from YNAB API
+			payee: "Shell",
+			memo: null,
+			categoryName: "Gas",
+			cleared: "uncleared" as const,
+			approved: true,
+		};
+
+		const matches = findMatches([bankTxn], [ynabTxn]);
+		// Exact match because integers compare exactly: -45230 === -45230
+		expect(matches[0].bestMatch?.scores.amount).toBe(100);
+	});
 });

package/src/__tests__/tools/reconciliation/real-world.integration.test.ts

@@ -1,53 +1,53 @@
-import { describe, it, expect } from 'vitest';
-import { parseCSV } from '../../../tools/reconciliation/csvParser.js';
+import { describe, expect, it } from "vitest";
+import { parseCSV } from "../../../tools/reconciliation/csvParser.js";
 
-describe('Real World CSV Validation (Simulated)', () => {
-  describe('Wealthsimple', () => {
-    // Simulated content based on real structure
-    const wsContent = `Date,Payee,Amount
+describe("Real World CSV Validation (Simulated)", () => {
+	describe("Wealthsimple", () => {
+		// Simulated content based on real structure
+		const wsContent = `Date,Payee,Amount
 2025-11-21,"Amazon.Ca*B03Vv2Ss0",-42.68
 2025-11-21,"Amazon.Ca*B06I19Si0",-33.56
 2025-11-21,"Amzn Mktp Ca*B07U50Um2",-37.79`;
 
-    it('should parse Wealthsimple export correctly', () => {
-      const result = parseCSV(wsContent);
+		it("should parse Wealthsimple export correctly", () => {
+			const result = parseCSV(wsContent);
 
-      expect(result.errors).toHaveLength(0);
-      expect(result.transactions.length).toBe(3);
+			expect(result.errors).toHaveLength(0);
+			expect(result.transactions.length).toBe(3);
 
-      const first = result.transactions[0];
-      expect(first.date).toBe('2025-11-21');
-      expect(first.payee).toContain('Amazon');
-      expect(first.amount).toBe(-42680); // -42.68
-    });
-  });
+			const first = result.transactions[0];
+			expect(first.date).toBe("2025-11-21");
+			expect(first.payee).toContain("Amazon");
+			expect(first.amount).toBe(-42680); // -42.68
+		});
+	});
 
-  describe('TD Canada Trust', () => {
-    // Simulated content based on real structure (Headerless)
-    // Date, Desc, Debit, Credit, Balance
-    const tdContent = `11/21/2025,EvoCarShare,23.87,,132.91
+	describe("TD Canada Trust", () => {
+		// Simulated content based on real structure (Headerless)
+		// Date, Desc, Debit, Credit, Balance
+		const tdContent = `11/21/2025,EvoCarShare,23.87,,132.91
 11/19/2025,KOODO MOBILE PAC,43.68,,109.04
 11/14/2025,PAYMENT - THANK YOU,,1378.31,0.00`;
 
-    it('should parse TD export correctly using preset', () => {
-      // TD export is headerless
-      // We expect the 'td' preset to handle header: false and index mappings
-      const result = parseCSV(tdContent, { preset: 'td' });
-
-      expect(result.errors).toHaveLength(0);
-      expect(result.transactions.length).toBe(3);
-
-      const first = result.transactions[0];
-      // 11/21/2025
-      expect(first.date).toBe('2025-11-21');
-      expect(first.payee).toBe('EvoCarShare');
-      // 23.87 Debit = Outflow = Negative
-      expect(first.amount).toBe(-23870);
-
-      const third = result.transactions[2];
-      // 1378.31 Credit = Inflow = Positive
-      expect(third.payee).toBe('PAYMENT - THANK YOU');
-      expect(third.amount).toBe(1378310);
-    });
-  });
+		it("should parse TD export correctly using preset", () => {
+			// TD export is headerless
+			// We expect the 'td' preset to handle header: false and index mappings
+			const result = parseCSV(tdContent, { preset: "td" });
+
+			expect(result.errors).toHaveLength(0);
+			expect(result.transactions.length).toBe(3);
+
+			const first = result.transactions[0];
+			// 11/21/2025
+			expect(first.date).toBe("2025-11-21");
+			expect(first.payee).toBe("EvoCarShare");
+			// 23.87 Debit = Outflow = Negative
+			expect(first.amount).toBe(-23870);
+
+			const third = result.transactions[2];
+			// 1378.31 Credit = Inflow = Positive
+			expect(third.payee).toBe("PAYMENT - THANK YOU");
+			expect(third.amount).toBe(1378310);
+		});
+	});
 });

package/src/index.ts

@@ -1,10 +1,14 @@
 #!/usr/bin/env node
 
 // Load environment variables from a .env file if present
-import 'dotenv/config';
+import "dotenv/config";
 
-import { YNABMCPServer } from './server/YNABMCPServer.js';
-import { AuthenticationError, ConfigurationError, ValidationError } from './utils/errors.js';
+import { YNABMCPServer } from "./server/YNABMCPServer.js";
+import {
+	AuthenticationError,
+	ConfigurationError,
+	ValidationError,
+} from "./utils/errors.js";
 
 /**
  * Global server instance for graceful shutdown
@@ -15,86 +19,91 @@ let serverInstance: YNABMCPServer | null = null;
  * Graceful shutdown handler
  */
 async function gracefulShutdown(signal: string): Promise<void> {
-  console.error(`Received ${signal}, initiating graceful shutdown...`);
+	console.error(`Received ${signal}, initiating graceful shutdown...`);
 
-  try {
-    if (serverInstance) {
-      console.error('Cleaning up server resources...');
-      // The MCP server will handle its own cleanup when the process exits
-      serverInstance = null;
-    }
+	try {
+		if (serverInstance) {
+			console.error("Cleaning up server resources...");
+			// The MCP server will handle its own cleanup when the process exits
+			serverInstance = null;
+		}
 
-    console.error('Shutdown complete');
-    process.exit(0);
-  } catch (error) {
-    console.error('Error during shutdown:', error);
-    process.exit(1);
-  }
+		console.error("Shutdown complete");
+		process.exit(0);
+	} catch (error) {
+		console.error("Error during shutdown:", error);
+		process.exit(1);
+	}
 }
 
 /**
  * Enhanced error reporting with specific error types
  */
 function reportError(error: unknown): void {
-  if (error instanceof ValidationError) {
-    console.error('❌ Validation Error:', error.message);
-    console.error('Please check your inputs and try again.');
-    process.exit(1);
-  } else if (error instanceof AuthenticationError) {
-    console.error('❌ Authentication Error:', error.message);
-    console.error('Please verify your YNAB access token and try again.');
-    process.exit(1);
-  } else if (error instanceof ConfigurationError) {
-    console.error('❌ Configuration Error:', error.message);
-    console.error('Please check your environment variables and try again.');
-    process.exit(1);
-  } else if (error instanceof Error) {
-    console.error('❌ Server Error:', error.message);
-    if (process.env['NODE_ENV'] === 'development') {
-      console.error('Stack trace:', error.stack);
-    }
-    process.exit(1);
-  } else {
-    console.error('❌ Unknown error:', error);
-    process.exit(1);
-  }
+	if (error instanceof ValidationError) {
+		console.error("❌ Validation Error:", error.message);
+		console.error("Please check your inputs and try again.");
+		process.exit(1);
+	} else if (error instanceof AuthenticationError) {
+		console.error("❌ Authentication Error:", error.message);
+		console.error("Please verify your YNAB access token and try again.");
+		process.exit(1);
+	} else if (error instanceof ConfigurationError) {
+		console.error("❌ Configuration Error:", error.message);
+		console.error("Please check your environment variables and try again.");
+		process.exit(1);
+	} else if (error instanceof Error) {
+		console.error("❌ Server Error:", error.message);
+		if (process.env["NODE_ENV"] === "development") {
+			console.error("Stack trace:", error.stack);
+		}
+		process.exit(1);
+	} else {
+		console.error("❌ Unknown error:", error);
+		process.exit(1);
+	}
 }
 
 /**
  * Main entry point for the YNAB MCP Server
  */
 async function main(): Promise<void> {
-  try {
-    console.error('🚀 Starting YNAB MCP Server...');
+	try {
+		console.error("🚀 Starting YNAB MCP Server...");
 
-    // Create and start server
-    serverInstance = new YNABMCPServer();
-    console.error('✅ Server instance created successfully');
+		// Create and start server
+		serverInstance = new YNABMCPServer();
+		console.error("✅ Server instance created successfully");
 
-    await serverInstance.run();
-    console.error('✅ YNAB MCP Server started successfully');
-  } catch (error) {
-    reportError(error);
-  }
+		await serverInstance.run();
+		console.error("✅ YNAB MCP Server started successfully");
+	} catch (error) {
+		reportError(error);
+	}
 }
 
 // Handle graceful shutdown signals
-process.on('SIGINT', () => gracefulShutdown('SIGINT'));
-process.on('SIGTERM', () => gracefulShutdown('SIGTERM'));
+process.on("SIGINT", () => gracefulShutdown("SIGINT"));
+process.on("SIGTERM", () => gracefulShutdown("SIGTERM"));
 
 // Handle uncaught exceptions
-process.on('uncaughtException', (error) => {
-  console.error('❌ Uncaught Exception:', error);
-  if (process.env['NODE_ENV'] === 'development') {
-    console.error('Stack trace:', error.stack);
-  }
-  process.exit(1);
+process.on("uncaughtException", (error) => {
+	console.error("❌ Uncaught Exception:", error);
+	if (process.env["NODE_ENV"] === "development") {
+		console.error("Stack trace:", error.stack);
+	}
+	process.exit(1);
 });
 
 // Handle unhandled promise rejections
-process.on('unhandledRejection', (reason, promise) => {
-  console.error('❌ Unhandled Promise Rejection at:', promise, 'reason:', reason);
-  process.exit(1);
+process.on("unhandledRejection", (reason, promise) => {
+	console.error(
+		"❌ Unhandled Promise Rejection at:",
+		promise,
+		"reason:",
+		reason,
+	);
+	process.exit(1);
 });
 
 // Start the server