@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
@@ -1,10 +1,10 @@
1
- import { describe, test, expect, vi, beforeEach } from 'vitest';
2
- import * as ynab from 'ynab';
1
+ import { beforeEach, describe, expect, test, vi } from "vitest";
2
+ import type * as ynab from "ynab";
3
3
  import {
4
- handleCompareTransactions,
5
- CompareTransactionsSchema,
6
- CompareTransactionsParams,
7
- } from '../../compareTransactions/index.js';
4
+ type CompareTransactionsParams,
5
+ CompareTransactionsSchema,
6
+ handleCompareTransactions,
7
+ } from "../../compareTransactions/index.js";
8
8
 
9
9
  // Create hoisted mock functions
10
10
  const mockParseBankCSV = vi.hoisted(() => vi.fn());
@@ -14,370 +14,390 @@ const mockFindMatches = vi.hoisted(() => vi.fn());
14
14
  const mockBuildComparisonResult = vi.hoisted(() => vi.fn());
15
15
 
16
16
  // Mock all the sub-modules with hoisted mocks wired directly
17
- vi.mock('../../compareTransactions/parser.js', () => ({
18
- parseBankCSV: mockParseBankCSV,
19
- readCSVFile: mockReadCSVFile,
20
- autoDetectCSVFormat: mockAutoDetectCSVFormat,
17
+ vi.mock("../../compareTransactions/parser.js", () => ({
18
+ parseBankCSV: mockParseBankCSV,
19
+ readCSVFile: mockReadCSVFile,
20
+ autoDetectCSVFormat: mockAutoDetectCSVFormat,
21
21
  }));
22
22
 
23
- vi.mock('../../compareTransactions/matcher.js', () => ({
24
- findMatches: mockFindMatches,
23
+ vi.mock("../../compareTransactions/matcher.js", () => ({
24
+ findMatches: mockFindMatches,
25
25
  }));
26
26
 
27
- vi.mock('../../compareTransactions/formatter.js', () => ({
28
- buildComparisonResult: mockBuildComparisonResult,
27
+ vi.mock("../../compareTransactions/formatter.js", () => ({
28
+ buildComparisonResult: mockBuildComparisonResult,
29
29
  }));
30
30
 
31
- vi.mock('fs', () => ({
32
- readFileSync: vi.fn(),
31
+ vi.mock("fs", () => ({
32
+ readFileSync: vi.fn(),
33
33
  }));
34
34
 
35
- vi.mock('../../../types/index.js', () => ({
36
- withToolErrorHandling: vi.fn((fn) => fn()),
35
+ vi.mock("../../../types/index.js", () => ({
36
+ withToolErrorHandling: vi.fn((fn) => fn()),
37
37
  }));
38
38
 
39
39
  // Create mock YNAB API
40
40
  const mockYnabAPI = {
41
- payees: {
42
- getPayees: vi.fn(),
43
- },
44
- transactions: {
45
- getTransactionsByAccount: vi.fn(),
46
- },
41
+ payees: {
42
+ getPayees: vi.fn(),
43
+ },
44
+ transactions: {
45
+ getTransactionsByAccount: vi.fn(),
46
+ },
47
47
  } as unknown as ynab.API;
48
48
 
49
- describe('compareTransactions index (main handler)', () => {
50
- beforeEach(() => {
51
- vi.clearAllMocks();
52
- });
53
-
54
- describe('CompareTransactionsSchema', () => {
55
- test('should export schema correctly', () => {
56
- const validParams = {
57
- budget_id: 'budget-123',
58
- account_id: 'account-456',
59
- csv_data: 'Date,Amount,Description\n2024-01-01,100.00,Test',
60
- };
61
-
62
- const result = CompareTransactionsSchema.safeParse(validParams);
63
- expect(result.success).toBe(true);
64
- });
65
-
66
- test('should apply default values through schema', () => {
67
- const params = {
68
- budget_id: 'budget-123',
69
- account_id: 'account-456',
70
- csv_data: 'Date,Amount,Description\n2024-01-01,100.00,Test',
71
- };
72
-
73
- const parsed = CompareTransactionsSchema.parse(params);
74
- expect(parsed.amount_tolerance).toBe(0.01);
75
- expect(parsed.date_tolerance_days).toBe(5);
76
- expect(parsed.auto_detect_format).toBe(false);
77
- });
78
- });
79
-
80
- describe('handleCompareTransactions orchestration', () => {
81
- const mockBankTransactions = [
82
- {
83
- date: new Date('2024-01-01'),
84
- amount: 100000,
85
- description: 'Test Transaction',
86
- raw_amount: '100.00',
87
- raw_date: '2024-01-01',
88
- row_number: 1,
89
- },
90
- ];
91
-
92
- const mockYnabTransactions = [
93
- {
94
- id: 'ynab-1',
95
- date: new Date('2024-01-01'),
96
- amount: 100000,
97
- payee_name: 'Test Payee',
98
- memo: null,
99
- cleared: 'cleared',
100
- original: {} as any,
101
- },
102
- ];
103
-
104
- const mockMatches = [
105
- {
106
- bank_transaction: mockBankTransactions[0],
107
- ynab_transaction: mockYnabTransactions[0],
108
- match_score: 90,
109
- match_reasons: ['Test match'],
110
- },
111
- ];
112
-
113
- const mockPayees = [
114
- { id: 'payee-1', name: 'Test Payee', transfer_account_id: null, deleted: false },
115
- ];
116
-
117
- beforeEach(() => {
118
- // Reset and configure hoisted mock instances
119
- mockParseBankCSV.mockReset();
120
- mockReadCSVFile.mockReset();
121
- mockAutoDetectCSVFormat.mockReset();
122
- mockFindMatches.mockReset();
123
- mockBuildComparisonResult.mockReset();
124
-
125
- // Setup default mock responses
126
- mockYnabAPI.payees.getPayees = vi.fn().mockResolvedValue({
127
- data: { payees: mockPayees },
128
- });
129
-
130
- mockYnabAPI.transactions.getTransactionsByAccount = vi.fn().mockResolvedValue({
131
- data: {
132
- transactions: [
133
- {
134
- id: 'ynab-1',
135
- date: '2024-01-01',
136
- amount: 100000,
137
- payee_name: 'Test Payee',
138
- memo: null,
139
- cleared: 'cleared',
140
- deleted: false,
141
- },
142
- ],
143
- },
144
- });
145
-
146
- mockParseBankCSV.mockReturnValue(mockBankTransactions);
147
- mockFindMatches.mockReturnValue({
148
- matches: mockMatches,
149
- unmatched_bank: [],
150
- unmatched_ynab: [],
151
- });
152
- mockBuildComparisonResult.mockReturnValue({
153
- content: [{ type: 'text', text: 'Mock result' }],
154
- });
155
- });
156
-
157
- test('should orchestrate CSV data processing correctly', async () => {
158
- const params: CompareTransactionsParams = {
159
- budget_id: 'budget-123',
160
- account_id: 'account-456',
161
- csv_data: 'Date,Amount,Description\n2024-01-01,100.00,Test Transaction',
162
- };
163
-
164
- await handleCompareTransactions(mockYnabAPI, params);
165
-
166
- // Verify that parser was called with CSV data
167
- expect(mockParseBankCSV).toHaveBeenCalledWith(
168
- params.csv_data,
169
- expect.objectContaining({
170
- date_column: 'Date',
171
- amount_column: 'Amount',
172
- description_column: 'Description',
173
- has_header: true,
174
- }),
175
- { debug: false },
176
- );
177
- });
178
-
179
- test('should orchestrate CSV file processing correctly', async () => {
180
- const csvContent = 'Date,Amount,Description\n2024-01-01,100.00,Test Transaction';
181
- mockReadCSVFile.mockReturnValue(csvContent);
182
-
183
- const params: CompareTransactionsParams = {
184
- budget_id: 'budget-123',
185
- account_id: 'account-456',
186
- csv_file_path: '/path/to/file.csv',
187
- };
188
-
189
- await handleCompareTransactions(mockYnabAPI, params);
190
-
191
- // Verify file reading and parsing
192
- expect(mockReadCSVFile).toHaveBeenCalledWith('/path/to/file.csv');
193
- expect(mockParseBankCSV).toHaveBeenCalledWith(csvContent, expect.any(Object), {
194
- debug: false,
195
- });
196
- });
197
-
198
- test('should handle auto-detection correctly', async () => {
199
- const autoDetectedFormat = {
200
- date_column: 0,
201
- amount_column: 1,
202
- description_column: 2,
203
- has_header: false,
204
- delimiter: ',',
205
- date_format: 'YYYY-MM-DD',
206
- };
207
- mockAutoDetectCSVFormat.mockReturnValue(autoDetectedFormat);
208
-
209
- const params: CompareTransactionsParams = {
210
- budget_id: 'budget-123',
211
- account_id: 'account-456',
212
- csv_data: '2024-01-01,100.00,Test Transaction',
213
- auto_detect_format: true,
214
- };
215
-
216
- await handleCompareTransactions(mockYnabAPI, params);
217
-
218
- // Verify auto-detection was called and used
219
- expect(mockAutoDetectCSVFormat).toHaveBeenCalledWith(params.csv_data);
220
- expect(mockParseBankCSV).toHaveBeenCalledWith(params.csv_data, autoDetectedFormat, {
221
- debug: false,
222
- });
223
- });
224
-
225
- test('should call YNAB API correctly', async () => {
226
- const params: CompareTransactionsParams = {
227
- budget_id: 'budget-123',
228
- account_id: 'account-456',
229
- csv_data: 'Date,Amount,Description\n2024-01-01,100.00,Test Transaction',
230
- };
231
-
232
- await handleCompareTransactions(mockYnabAPI, params);
233
-
234
- // Verify YNAB API calls
235
- expect(mockYnabAPI.payees.getPayees).toHaveBeenCalledWith('budget-123');
236
- expect(mockYnabAPI.transactions.getTransactionsByAccount).toHaveBeenCalledWith(
237
- 'budget-123',
238
- 'account-456',
239
- expect.stringMatching(/^\d{4}-\d{2}-\d{2}$/), // ISO date format
240
- );
241
- });
242
-
243
- test('should calculate date range correctly', async () => {
244
- const params: CompareTransactionsParams = {
245
- budget_id: 'budget-123',
246
- account_id: 'account-456',
247
- csv_data: 'Date,Amount,Description\n01/15/2024,100.00,Test Transaction',
248
- date_tolerance_days: 3,
249
- };
250
-
251
- await handleCompareTransactions(mockYnabAPI, params);
252
-
253
- // Verify YNAB API was called with extended date range
254
- // The exact date will depend on date parsing logic - verify the call was made
255
- expect(mockYnabAPI.transactions.getTransactionsByAccount).toHaveBeenCalledWith(
256
- 'budget-123',
257
- 'account-456',
258
- expect.stringMatching(/^\d{4}-\d{2}-\d{2}$/), // Any valid ISO date format
259
- );
260
- });
261
-
262
- test('should pass filtered transactions to matcher', async () => {
263
- const params: CompareTransactionsParams = {
264
- budget_id: 'budget-123',
265
- account_id: 'account-456',
266
- csv_data: 'Date,Amount,Description\n2024-01-01,100.00,Test Transaction',
267
- amount_tolerance: 0.02,
268
- date_tolerance_days: 7,
269
- };
270
-
271
- await handleCompareTransactions(mockYnabAPI, params);
272
-
273
- // Verify matcher was called with correct parameters
274
- expect(mockFindMatches).toHaveBeenCalledWith(
275
- mockBankTransactions, // Parsed bank transactions
276
- expect.arrayContaining([
277
- expect.objectContaining({
278
- id: 'ynab-1',
279
- amount: 100000,
280
- }),
281
- ]), // Filtered YNAB transactions
282
- 0.02, // Amount tolerance
283
- 7, // Date tolerance
284
- false, // Enable chronology bonus (default)
285
- );
286
- });
287
-
288
- test('should apply statement window filtering', async () => {
289
- const params: CompareTransactionsParams = {
290
- budget_id: 'budget-123',
291
- account_id: 'account-456',
292
- csv_data: 'Date,Amount,Description\n2024-01-01,100.00,Test Transaction',
293
- statement_start_date: '2024-01-01',
294
- statement_date: '2024-01-31',
295
- };
296
-
297
- await handleCompareTransactions(mockYnabAPI, params);
298
-
299
- // The matcher should be called (statement window filtering happens before this)
300
- expect(mockFindMatches).toHaveBeenCalled();
301
-
302
- // Verify that the transactions passed to matcher would be within the window
303
- const [bankTxns, ynabTxns] = mockFindMatches.mock.calls[0];
304
- expect(bankTxns).toEqual(mockBankTransactions);
305
- expect(ynabTxns).toHaveLength(1); // Should include YNAB transaction within window
306
- });
307
-
308
- test('should build final result correctly', async () => {
309
- const params: CompareTransactionsParams = {
310
- budget_id: 'budget-123',
311
- account_id: 'account-456',
312
- csv_data: 'Date,Amount,Description\n2024-01-01,100.00,Test Transaction',
313
- };
314
-
315
- const result = await handleCompareTransactions(mockYnabAPI, params);
316
-
317
- // Verify formatter was called with correct structure
318
- expect(mockBuildComparisonResult).toHaveBeenCalledWith(
319
- expect.objectContaining({
320
- matches: mockMatches,
321
- unmatched_bank: [],
322
- unmatched_ynab: [],
323
- }),
324
- mockBankTransactions,
325
- expect.any(Array), // Filtered YNAB transactions
326
- mockPayees,
327
- expect.objectContaining({
328
- amount_tolerance: 0.01,
329
- date_tolerance_days: 5,
330
- }),
331
- expect.objectContaining({
332
- start: expect.stringMatching(/^\d{4}-\d{2}-\d{2}$/),
333
- end: expect.stringMatching(/^\d{4}-\d{2}-\d{2}$/),
334
- }),
335
- );
336
-
337
- // Verify return value
338
- expect(result).toEqual({
339
- content: [{ type: 'text', text: 'Mock result' }],
340
- });
341
- });
342
-
343
- test('should handle empty bank transactions correctly', async () => {
344
- mockParseBankCSV.mockReturnValue([]);
345
-
346
- const params: CompareTransactionsParams = {
347
- budget_id: 'budget-123',
348
- account_id: 'account-456',
349
- csv_data: 'Date,Amount,Description', // Header only
350
- };
351
-
352
- await expect(handleCompareTransactions(mockYnabAPI, params)).rejects.toThrow(
353
- 'No valid transactions found in CSV data',
354
- );
355
- });
356
-
357
- test('should handle auto-detection errors gracefully', async () => {
358
- mockAutoDetectCSVFormat.mockImplementation(() => {
359
- throw new Error('Auto-detection failed');
360
- });
361
-
362
- const params: CompareTransactionsParams = {
363
- budget_id: 'budget-123',
364
- account_id: 'account-456',
365
- csv_data: 'Date,Amount,Description\n2024-01-01,100.00,Test Transaction',
366
- auto_detect_format: true,
367
- };
368
-
369
- // Should not throw, should fall back to provided format
370
- await handleCompareTransactions(mockYnabAPI, params);
371
-
372
- // Should have tried auto-detection but used fallback
373
- expect(mockAutoDetectCSVFormat).toHaveBeenCalled();
374
- expect(mockParseBankCSV).toHaveBeenCalledWith(
375
- params.csv_data,
376
- expect.objectContaining({
377
- date_column: 'Date', // Default format
378
- }),
379
- { debug: false },
380
- );
381
- });
382
- });
49
+ describe("compareTransactions index (main handler)", () => {
50
+ beforeEach(() => {
51
+ vi.clearAllMocks();
52
+ });
53
+
54
+ describe("CompareTransactionsSchema", () => {
55
+ test("should export schema correctly", () => {
56
+ const validParams = {
57
+ budget_id: "budget-123",
58
+ account_id: "account-456",
59
+ csv_data: "Date,Amount,Description\n2024-01-01,100.00,Test",
60
+ };
61
+
62
+ const result = CompareTransactionsSchema.safeParse(validParams);
63
+ expect(result.success).toBe(true);
64
+ });
65
+
66
+ test("should apply default values through schema", () => {
67
+ const params = {
68
+ budget_id: "budget-123",
69
+ account_id: "account-456",
70
+ csv_data: "Date,Amount,Description\n2024-01-01,100.00,Test",
71
+ };
72
+
73
+ const parsed = CompareTransactionsSchema.parse(params);
74
+ expect(parsed.amount_tolerance).toBe(0.01);
75
+ expect(parsed.date_tolerance_days).toBe(5);
76
+ expect(parsed.auto_detect_format).toBe(false);
77
+ });
78
+ });
79
+
80
+ describe("handleCompareTransactions orchestration", () => {
81
+ const mockBankTransactions = [
82
+ {
83
+ date: new Date("2024-01-01"),
84
+ amount: 100000,
85
+ description: "Test Transaction",
86
+ raw_amount: "100.00",
87
+ raw_date: "2024-01-01",
88
+ row_number: 1,
89
+ },
90
+ ];
91
+
92
+ const mockYnabTransactions = [
93
+ {
94
+ id: "ynab-1",
95
+ date: new Date("2024-01-01"),
96
+ amount: 100000,
97
+ payee_name: "Test Payee",
98
+ memo: null,
99
+ cleared: "cleared",
100
+ original: {} as any,
101
+ },
102
+ ];
103
+
104
+ const mockMatches = [
105
+ {
106
+ bank_transaction: mockBankTransactions[0],
107
+ ynab_transaction: mockYnabTransactions[0],
108
+ match_score: 90,
109
+ match_reasons: ["Test match"],
110
+ },
111
+ ];
112
+
113
+ const mockPayees = [
114
+ {
115
+ id: "payee-1",
116
+ name: "Test Payee",
117
+ transfer_account_id: null,
118
+ deleted: false,
119
+ },
120
+ ];
121
+
122
+ beforeEach(() => {
123
+ // Reset and configure hoisted mock instances
124
+ mockParseBankCSV.mockReset();
125
+ mockReadCSVFile.mockReset();
126
+ mockAutoDetectCSVFormat.mockReset();
127
+ mockFindMatches.mockReset();
128
+ mockBuildComparisonResult.mockReset();
129
+
130
+ // Setup default mock responses
131
+ mockYnabAPI.payees.getPayees = vi.fn().mockResolvedValue({
132
+ data: { payees: mockPayees },
133
+ });
134
+
135
+ mockYnabAPI.transactions.getTransactionsByAccount = vi
136
+ .fn()
137
+ .mockResolvedValue({
138
+ data: {
139
+ transactions: [
140
+ {
141
+ id: "ynab-1",
142
+ date: "2024-01-01",
143
+ amount: 100000,
144
+ payee_name: "Test Payee",
145
+ memo: null,
146
+ cleared: "cleared",
147
+ deleted: false,
148
+ },
149
+ ],
150
+ },
151
+ });
152
+
153
+ mockParseBankCSV.mockReturnValue(mockBankTransactions);
154
+ mockFindMatches.mockReturnValue({
155
+ matches: mockMatches,
156
+ unmatched_bank: [],
157
+ unmatched_ynab: [],
158
+ });
159
+ mockBuildComparisonResult.mockReturnValue({
160
+ content: [{ type: "text", text: "Mock result" }],
161
+ });
162
+ });
163
+
164
+ test("should orchestrate CSV data processing correctly", async () => {
165
+ const params: CompareTransactionsParams = {
166
+ budget_id: "budget-123",
167
+ account_id: "account-456",
168
+ csv_data: "Date,Amount,Description\n2024-01-01,100.00,Test Transaction",
169
+ };
170
+
171
+ await handleCompareTransactions(mockYnabAPI, params);
172
+
173
+ // Verify that parser was called with CSV data
174
+ expect(mockParseBankCSV).toHaveBeenCalledWith(
175
+ params.csv_data,
176
+ expect.objectContaining({
177
+ date_column: "Date",
178
+ amount_column: "Amount",
179
+ description_column: "Description",
180
+ has_header: true,
181
+ }),
182
+ { debug: false },
183
+ );
184
+ });
185
+
186
+ test("should orchestrate CSV file processing correctly", async () => {
187
+ const csvContent =
188
+ "Date,Amount,Description\n2024-01-01,100.00,Test Transaction";
189
+ mockReadCSVFile.mockReturnValue(csvContent);
190
+
191
+ const params: CompareTransactionsParams = {
192
+ budget_id: "budget-123",
193
+ account_id: "account-456",
194
+ csv_file_path: "/path/to/file.csv",
195
+ };
196
+
197
+ await handleCompareTransactions(mockYnabAPI, params);
198
+
199
+ // Verify file reading and parsing
200
+ expect(mockReadCSVFile).toHaveBeenCalledWith("/path/to/file.csv");
201
+ expect(mockParseBankCSV).toHaveBeenCalledWith(
202
+ csvContent,
203
+ expect.any(Object),
204
+ {
205
+ debug: false,
206
+ },
207
+ );
208
+ });
209
+
210
+ test("should handle auto-detection correctly", async () => {
211
+ const autoDetectedFormat = {
212
+ date_column: 0,
213
+ amount_column: 1,
214
+ description_column: 2,
215
+ has_header: false,
216
+ delimiter: ",",
217
+ date_format: "YYYY-MM-DD",
218
+ };
219
+ mockAutoDetectCSVFormat.mockReturnValue(autoDetectedFormat);
220
+
221
+ const params: CompareTransactionsParams = {
222
+ budget_id: "budget-123",
223
+ account_id: "account-456",
224
+ csv_data: "2024-01-01,100.00,Test Transaction",
225
+ auto_detect_format: true,
226
+ };
227
+
228
+ await handleCompareTransactions(mockYnabAPI, params);
229
+
230
+ // Verify auto-detection was called and used
231
+ expect(mockAutoDetectCSVFormat).toHaveBeenCalledWith(params.csv_data);
232
+ expect(mockParseBankCSV).toHaveBeenCalledWith(
233
+ params.csv_data,
234
+ autoDetectedFormat,
235
+ {
236
+ debug: false,
237
+ },
238
+ );
239
+ });
240
+
241
+ test("should call YNAB API correctly", async () => {
242
+ const params: CompareTransactionsParams = {
243
+ budget_id: "budget-123",
244
+ account_id: "account-456",
245
+ csv_data: "Date,Amount,Description\n2024-01-01,100.00,Test Transaction",
246
+ };
247
+
248
+ await handleCompareTransactions(mockYnabAPI, params);
249
+
250
+ // Verify YNAB API calls
251
+ expect(mockYnabAPI.payees.getPayees).toHaveBeenCalledWith("budget-123");
252
+ expect(
253
+ mockYnabAPI.transactions.getTransactionsByAccount,
254
+ ).toHaveBeenCalledWith(
255
+ "budget-123",
256
+ "account-456",
257
+ expect.stringMatching(/^\d{4}-\d{2}-\d{2}$/), // ISO date format
258
+ );
259
+ });
260
+
261
+ test("should calculate date range correctly", async () => {
262
+ const params: CompareTransactionsParams = {
263
+ budget_id: "budget-123",
264
+ account_id: "account-456",
265
+ csv_data: "Date,Amount,Description\n01/15/2024,100.00,Test Transaction",
266
+ date_tolerance_days: 3,
267
+ };
268
+
269
+ await handleCompareTransactions(mockYnabAPI, params);
270
+
271
+ // Verify YNAB API was called with extended date range
272
+ // The exact date will depend on date parsing logic - verify the call was made
273
+ expect(
274
+ mockYnabAPI.transactions.getTransactionsByAccount,
275
+ ).toHaveBeenCalledWith(
276
+ "budget-123",
277
+ "account-456",
278
+ expect.stringMatching(/^\d{4}-\d{2}-\d{2}$/), // Any valid ISO date format
279
+ );
280
+ });
281
+
282
+ test("should pass filtered transactions to matcher", async () => {
283
+ const params: CompareTransactionsParams = {
284
+ budget_id: "budget-123",
285
+ account_id: "account-456",
286
+ csv_data: "Date,Amount,Description\n2024-01-01,100.00,Test Transaction",
287
+ amount_tolerance: 0.02,
288
+ date_tolerance_days: 7,
289
+ };
290
+
291
+ await handleCompareTransactions(mockYnabAPI, params);
292
+
293
+ // Verify matcher was called with correct parameters
294
+ expect(mockFindMatches).toHaveBeenCalledWith(
295
+ mockBankTransactions, // Parsed bank transactions
296
+ expect.arrayContaining([
297
+ expect.objectContaining({
298
+ id: "ynab-1",
299
+ amount: 100000,
300
+ }),
301
+ ]), // Filtered YNAB transactions
302
+ 0.02, // Amount tolerance
303
+ 7, // Date tolerance
304
+ false, // Enable chronology bonus (default)
305
+ );
306
+ });
307
+
308
+ test("should apply statement window filtering", async () => {
309
+ const params: CompareTransactionsParams = {
310
+ budget_id: "budget-123",
311
+ account_id: "account-456",
312
+ csv_data: "Date,Amount,Description\n2024-01-01,100.00,Test Transaction",
313
+ statement_start_date: "2024-01-01",
314
+ statement_date: "2024-01-31",
315
+ };
316
+
317
+ await handleCompareTransactions(mockYnabAPI, params);
318
+
319
+ // The matcher should be called (statement window filtering happens before this)
320
+ expect(mockFindMatches).toHaveBeenCalled();
321
+
322
+ // Verify that the transactions passed to matcher would be within the window
323
+ const [bankTxns, ynabTxns] = mockFindMatches.mock.calls[0];
324
+ expect(bankTxns).toEqual(mockBankTransactions);
325
+ expect(ynabTxns).toHaveLength(1); // Should include YNAB transaction within window
326
+ });
327
+
328
+ test("should build final result correctly", async () => {
329
+ const params: CompareTransactionsParams = {
330
+ budget_id: "budget-123",
331
+ account_id: "account-456",
332
+ csv_data: "Date,Amount,Description\n2024-01-01,100.00,Test Transaction",
333
+ };
334
+
335
+ const result = await handleCompareTransactions(mockYnabAPI, params);
336
+
337
+ // Verify formatter was called with correct structure
338
+ expect(mockBuildComparisonResult).toHaveBeenCalledWith(
339
+ expect.objectContaining({
340
+ matches: mockMatches,
341
+ unmatched_bank: [],
342
+ unmatched_ynab: [],
343
+ }),
344
+ mockBankTransactions,
345
+ expect.any(Array), // Filtered YNAB transactions
346
+ mockPayees,
347
+ expect.objectContaining({
348
+ amount_tolerance: 0.01,
349
+ date_tolerance_days: 5,
350
+ }),
351
+ expect.objectContaining({
352
+ start: expect.stringMatching(/^\d{4}-\d{2}-\d{2}$/),
353
+ end: expect.stringMatching(/^\d{4}-\d{2}-\d{2}$/),
354
+ }),
355
+ );
356
+
357
+ // Verify return value
358
+ expect(result).toEqual({
359
+ content: [{ type: "text", text: "Mock result" }],
360
+ });
361
+ });
362
+
363
+ test("should handle empty bank transactions correctly", async () => {
364
+ mockParseBankCSV.mockReturnValue([]);
365
+
366
+ const params: CompareTransactionsParams = {
367
+ budget_id: "budget-123",
368
+ account_id: "account-456",
369
+ csv_data: "Date,Amount,Description", // Header only
370
+ };
371
+
372
+ await expect(
373
+ handleCompareTransactions(mockYnabAPI, params),
374
+ ).rejects.toThrow("No valid transactions found in CSV data");
375
+ });
376
+
377
+ test("should handle auto-detection errors gracefully", async () => {
378
+ mockAutoDetectCSVFormat.mockImplementation(() => {
379
+ throw new Error("Auto-detection failed");
380
+ });
381
+
382
+ const params: CompareTransactionsParams = {
383
+ budget_id: "budget-123",
384
+ account_id: "account-456",
385
+ csv_data: "Date,Amount,Description\n2024-01-01,100.00,Test Transaction",
386
+ auto_detect_format: true,
387
+ };
388
+
389
+ // Should not throw, should fall back to provided format
390
+ await handleCompareTransactions(mockYnabAPI, params);
391
+
392
+ // Should have tried auto-detection but used fallback
393
+ expect(mockAutoDetectCSVFormat).toHaveBeenCalled();
394
+ expect(mockParseBankCSV).toHaveBeenCalledWith(
395
+ params.csv_data,
396
+ expect.objectContaining({
397
+ date_column: "Date", // Default format
398
+ }),
399
+ { debug: false },
400
+ );
401
+ });
402
+ });
383
403
  });