@dizzlkheinz/ynab-mcpb 0.18.4 → 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 (343) hide show
  1. package/CLAUDE.md +87 -8
  2. package/bin/ynab-mcp-server.cjs +2 -2
  3. package/bin/ynab-mcp-server.js +3 -3
  4. package/biome.json +39 -0
  5. package/dist/bundle/index.cjs +67 -67
  6. package/dist/index.d.ts +1 -1
  7. package/dist/index.js +27 -27
  8. package/dist/server/YNABMCPServer.d.ts +3 -4
  9. package/dist/server/YNABMCPServer.js +111 -116
  10. package/dist/server/budgetResolver.d.ts +6 -5
  11. package/dist/server/budgetResolver.js +46 -36
  12. package/dist/server/cacheKeys.js +6 -6
  13. package/dist/server/cacheManager.js +14 -11
  14. package/dist/server/completions.d.ts +2 -2
  15. package/dist/server/completions.js +20 -15
  16. package/dist/server/config.d.ts +10 -5
  17. package/dist/server/config.js +24 -7
  18. package/dist/server/deltaCache.d.ts +2 -2
  19. package/dist/server/deltaCache.js +22 -16
  20. package/dist/server/deltaCache.merge.d.ts +2 -2
  21. package/dist/server/diagnostics.d.ts +4 -4
  22. package/dist/server/diagnostics.js +38 -32
  23. package/dist/server/errorHandler.d.ts +5 -12
  24. package/dist/server/errorHandler.js +219 -217
  25. package/dist/server/prompts.d.ts +2 -2
  26. package/dist/server/prompts.js +45 -45
  27. package/dist/server/rateLimiter.js +4 -4
  28. package/dist/server/requestLogger.d.ts +1 -1
  29. package/dist/server/requestLogger.js +40 -35
  30. package/dist/server/resources.d.ts +3 -3
  31. package/dist/server/resources.js +55 -52
  32. package/dist/server/responseFormatter.js +6 -6
  33. package/dist/server/securityMiddleware.d.ts +2 -2
  34. package/dist/server/securityMiddleware.js +22 -20
  35. package/dist/server/serverKnowledgeStore.js +1 -1
  36. package/dist/server/toolRegistry.d.ts +3 -3
  37. package/dist/server/toolRegistry.js +47 -40
  38. package/dist/tools/__tests__/deltaTestUtils.d.ts +3 -3
  39. package/dist/tools/__tests__/deltaTestUtils.js +2 -2
  40. package/dist/tools/accountTools.d.ts +9 -8
  41. package/dist/tools/accountTools.js +47 -47
  42. package/dist/tools/adapters.d.ts +13 -8
  43. package/dist/tools/adapters.js +21 -11
  44. package/dist/tools/budgetTools.d.ts +8 -7
  45. package/dist/tools/budgetTools.js +22 -22
  46. package/dist/tools/categoryTools.d.ts +9 -8
  47. package/dist/tools/categoryTools.js +68 -59
  48. package/dist/tools/compareTransactions/formatter.d.ts +3 -3
  49. package/dist/tools/compareTransactions/formatter.js +9 -9
  50. package/dist/tools/compareTransactions/index.d.ts +6 -6
  51. package/dist/tools/compareTransactions/index.js +58 -43
  52. package/dist/tools/compareTransactions/matcher.d.ts +1 -1
  53. package/dist/tools/compareTransactions/matcher.js +28 -15
  54. package/dist/tools/compareTransactions/parser.d.ts +2 -2
  55. package/dist/tools/compareTransactions/parser.js +144 -138
  56. package/dist/tools/compareTransactions/types.d.ts +4 -4
  57. package/dist/tools/compareTransactions.d.ts +1 -1
  58. package/dist/tools/compareTransactions.js +1 -1
  59. package/dist/tools/deltaFetcher.d.ts +2 -2
  60. package/dist/tools/deltaFetcher.js +16 -15
  61. package/dist/tools/deltaSupport.d.ts +4 -4
  62. package/dist/tools/deltaSupport.js +35 -41
  63. package/dist/tools/exportTransactions.d.ts +5 -4
  64. package/dist/tools/exportTransactions.js +61 -59
  65. package/dist/tools/monthTools.d.ts +7 -6
  66. package/dist/tools/monthTools.js +31 -29
  67. package/dist/tools/payeeTools.d.ts +7 -6
  68. package/dist/tools/payeeTools.js +28 -28
  69. package/dist/tools/reconcileAdapter.d.ts +2 -2
  70. package/dist/tools/reconcileAdapter.js +19 -12
  71. package/dist/tools/reconciliation/analyzer.d.ts +4 -4
  72. package/dist/tools/reconciliation/analyzer.js +73 -59
  73. package/dist/tools/reconciliation/csvParser.d.ts +3 -3
  74. package/dist/tools/reconciliation/csvParser.js +128 -104
  75. package/dist/tools/reconciliation/executor.d.ts +4 -4
  76. package/dist/tools/reconciliation/executor.js +148 -109
  77. package/dist/tools/reconciliation/index.d.ts +10 -10
  78. package/dist/tools/reconciliation/index.js +96 -83
  79. package/dist/tools/reconciliation/matcher.d.ts +3 -3
  80. package/dist/tools/reconciliation/matcher.js +17 -16
  81. package/dist/tools/reconciliation/payeeNormalizer.js +19 -8
  82. package/dist/tools/reconciliation/recommendationEngine.d.ts +1 -1
  83. package/dist/tools/reconciliation/recommendationEngine.js +40 -40
  84. package/dist/tools/reconciliation/reportFormatter.d.ts +2 -2
  85. package/dist/tools/reconciliation/reportFormatter.js +59 -58
  86. package/dist/tools/reconciliation/signDetector.d.ts +1 -1
  87. package/dist/tools/reconciliation/types.d.ts +16 -16
  88. package/dist/tools/reconciliation/ynabAdapter.d.ts +2 -2
  89. package/dist/tools/schemas/common.d.ts +1 -1
  90. package/dist/tools/schemas/common.js +1 -1
  91. package/dist/tools/schemas/outputs/accountOutputs.d.ts +1 -1
  92. package/dist/tools/schemas/outputs/accountOutputs.js +24 -18
  93. package/dist/tools/schemas/outputs/budgetOutputs.d.ts +1 -1
  94. package/dist/tools/schemas/outputs/budgetOutputs.js +14 -11
  95. package/dist/tools/schemas/outputs/categoryOutputs.d.ts +1 -1
  96. package/dist/tools/schemas/outputs/categoryOutputs.js +49 -29
  97. package/dist/tools/schemas/outputs/comparisonOutputs.d.ts +1 -1
  98. package/dist/tools/schemas/outputs/comparisonOutputs.js +12 -12
  99. package/dist/tools/schemas/outputs/index.d.ts +14 -14
  100. package/dist/tools/schemas/outputs/index.js +14 -14
  101. package/dist/tools/schemas/outputs/monthOutputs.d.ts +1 -1
  102. package/dist/tools/schemas/outputs/monthOutputs.js +56 -41
  103. package/dist/tools/schemas/outputs/payeeOutputs.d.ts +1 -1
  104. package/dist/tools/schemas/outputs/payeeOutputs.js +10 -10
  105. package/dist/tools/schemas/outputs/reconciliationOutputs.d.ts +2 -2
  106. package/dist/tools/schemas/outputs/reconciliationOutputs.js +45 -45
  107. package/dist/tools/schemas/outputs/transactionMutationOutputs.d.ts +1 -1
  108. package/dist/tools/schemas/outputs/transactionMutationOutputs.js +28 -22
  109. package/dist/tools/schemas/outputs/transactionOutputs.d.ts +1 -1
  110. package/dist/tools/schemas/outputs/transactionOutputs.js +43 -35
  111. package/dist/tools/schemas/outputs/utilityOutputs.d.ts +1 -1
  112. package/dist/tools/schemas/outputs/utilityOutputs.js +5 -3
  113. package/dist/tools/schemas/shared/commonOutputs.d.ts +1 -1
  114. package/dist/tools/schemas/shared/commonOutputs.js +15 -9
  115. package/dist/tools/transactionReadTools.d.ts +11 -0
  116. package/dist/tools/transactionReadTools.js +202 -0
  117. package/dist/tools/transactionSchemas.d.ts +7 -7
  118. package/dist/tools/transactionSchemas.js +77 -57
  119. package/dist/tools/transactionTools.d.ts +6 -24
  120. package/dist/tools/transactionTools.js +7 -1499
  121. package/dist/tools/transactionUtils.d.ts +6 -6
  122. package/dist/tools/transactionUtils.js +78 -63
  123. package/dist/tools/transactionWriteTools.d.ts +20 -0
  124. package/dist/tools/transactionWriteTools.js +1342 -0
  125. package/dist/tools/utilityTools.d.ts +5 -4
  126. package/dist/tools/utilityTools.js +11 -11
  127. package/dist/types/index.d.ts +7 -7
  128. package/dist/types/index.js +6 -6
  129. package/dist/types/reconciliation.d.ts +1 -1
  130. package/dist/types/toolRegistration.d.ts +14 -12
  131. package/dist/utils/amountUtils.js +1 -1
  132. package/dist/utils/dateUtils.js +4 -4
  133. package/dist/utils/errors.d.ts +3 -3
  134. package/dist/utils/errors.js +4 -4
  135. package/dist/utils/money.d.ts +2 -2
  136. package/dist/utils/money.js +8 -8
  137. package/dist/utils/validationError.d.ts +1 -1
  138. package/dist/utils/validationError.js +1 -1
  139. package/docs/assets/examples/reconciliation-with-recommendations.json +66 -66
  140. package/docs/assets/schemas/reconciliation-v2.json +360 -336
  141. package/esbuild.config.mjs +53 -50
  142. package/meta.json +12548 -12548
  143. package/package.json +98 -111
  144. package/scripts/analyze-bundle.mjs +33 -30
  145. package/scripts/create-pr-description.js +169 -120
  146. package/scripts/run-all-tests.js +178 -169
  147. package/scripts/run-domain-integration-tests.js +28 -18
  148. package/scripts/run-generate-mcpb.js +19 -17
  149. package/scripts/run-throttled-integration-tests.js +92 -83
  150. package/scripts/test-delta-params.mjs +149 -120
  151. package/scripts/test-recommendations.ts +36 -32
  152. package/scripts/tmpTransaction.ts +80 -43
  153. package/scripts/validate-env.js +98 -91
  154. package/scripts/verify-build.js +78 -76
  155. package/src/__tests__/comprehensive.integration.test.ts +1281 -1154
  156. package/src/__tests__/performance.test.ts +723 -671
  157. package/src/__tests__/setup.ts +442 -395
  158. package/src/__tests__/smoke.e2e.test.ts +41 -39
  159. package/src/__tests__/testRunner.ts +314 -295
  160. package/src/__tests__/testUtils.ts +456 -364
  161. package/src/__tests__/tools/reconciliation/csvParser.integration.test.ts +109 -107
  162. package/src/__tests__/tools/reconciliation/real-world.integration.test.ts +41 -41
  163. package/src/index.ts +68 -59
  164. package/src/server/CLAUDE.md +480 -0
  165. package/src/server/YNABMCPServer.ts +821 -794
  166. package/src/server/__tests__/YNABMCPServer.integration.test.ts +929 -893
  167. package/src/server/__tests__/YNABMCPServer.test.ts +903 -899
  168. package/src/server/__tests__/budgetResolver.test.ts +466 -423
  169. package/src/server/__tests__/cacheManager.test.ts +891 -874
  170. package/src/server/__tests__/completions.integration.test.ts +115 -106
  171. package/src/server/__tests__/completions.test.ts +334 -313
  172. package/src/server/__tests__/config.test.ts +98 -86
  173. package/src/server/__tests__/deltaCache.merge.test.ts +774 -703
  174. package/src/server/__tests__/deltaCache.swr.test.ts +198 -153
  175. package/src/server/__tests__/deltaCache.test.ts +946 -759
  176. package/src/server/__tests__/diagnostics.test.ts +825 -792
  177. package/src/server/__tests__/errorHandler.integration.test.ts +512 -462
  178. package/src/server/__tests__/errorHandler.test.ts +402 -397
  179. package/src/server/__tests__/prompts.test.ts +424 -347
  180. package/src/server/__tests__/rateLimiter.test.ts +313 -309
  181. package/src/server/__tests__/requestLogger.test.ts +443 -403
  182. package/src/server/__tests__/resources.template.test.ts +196 -185
  183. package/src/server/__tests__/resources.test.ts +294 -288
  184. package/src/server/__tests__/security.integration.test.ts +487 -421
  185. package/src/server/__tests__/securityMiddleware.test.ts +519 -444
  186. package/src/server/__tests__/server-startup.integration.test.ts +509 -490
  187. package/src/server/__tests__/serverKnowledgeStore.test.ts +174 -173
  188. package/src/server/__tests__/toolRegistration.test.ts +239 -210
  189. package/src/server/__tests__/toolRegistry.test.ts +907 -845
  190. package/src/server/budgetResolver.ts +221 -181
  191. package/src/server/cacheKeys.ts +6 -6
  192. package/src/server/cacheManager.ts +498 -484
  193. package/src/server/completions.ts +267 -243
  194. package/src/server/config.ts +35 -14
  195. package/src/server/deltaCache.merge.ts +146 -128
  196. package/src/server/deltaCache.ts +352 -309
  197. package/src/server/diagnostics.ts +257 -242
  198. package/src/server/errorHandler.ts +747 -744
  199. package/src/server/prompts.ts +181 -176
  200. package/src/server/rateLimiter.ts +131 -129
  201. package/src/server/requestLogger.ts +350 -322
  202. package/src/server/resources.ts +442 -374
  203. package/src/server/responseFormatter.ts +41 -37
  204. package/src/server/securityMiddleware.ts +223 -205
  205. package/src/server/serverKnowledgeStore.ts +67 -67
  206. package/src/server/toolRegistry.ts +508 -474
  207. package/src/tools/CLAUDE.md +604 -0
  208. package/src/tools/__tests__/accountTools.delta.integration.test.ts +128 -111
  209. package/src/tools/__tests__/accountTools.integration.test.ts +129 -111
  210. package/src/tools/__tests__/accountTools.test.ts +685 -638
  211. package/src/tools/__tests__/adapters.test.ts +142 -108
  212. package/src/tools/__tests__/budgetTools.delta.integration.test.ts +73 -73
  213. package/src/tools/__tests__/budgetTools.integration.test.ts +132 -124
  214. package/src/tools/__tests__/budgetTools.test.ts +442 -413
  215. package/src/tools/__tests__/categoryTools.delta.integration.test.ts +76 -68
  216. package/src/tools/__tests__/categoryTools.integration.test.ts +314 -288
  217. package/src/tools/__tests__/categoryTools.test.ts +656 -625
  218. package/src/tools/__tests__/compareTransactions/formatter.test.ts +535 -462
  219. package/src/tools/__tests__/compareTransactions/index.test.ts +378 -358
  220. package/src/tools/__tests__/compareTransactions/matcher.test.ts +497 -398
  221. package/src/tools/__tests__/compareTransactions/parser.test.ts +765 -747
  222. package/src/tools/__tests__/compareTransactions.test.ts +352 -332
  223. package/src/tools/__tests__/compareTransactions.window.test.ts +150 -146
  224. package/src/tools/__tests__/deltaFetcher.scheduled.integration.test.ts +69 -65
  225. package/src/tools/__tests__/deltaFetcher.test.ts +325 -265
  226. package/src/tools/__tests__/deltaSupport.test.ts +211 -184
  227. package/src/tools/__tests__/deltaTestUtils.ts +37 -33
  228. package/src/tools/__tests__/exportTransactions.test.ts +205 -200
  229. package/src/tools/__tests__/monthTools.delta.integration.test.ts +68 -68
  230. package/src/tools/__tests__/monthTools.integration.test.ts +178 -166
  231. package/src/tools/__tests__/monthTools.test.ts +561 -512
  232. package/src/tools/__tests__/payeeTools.delta.integration.test.ts +68 -68
  233. package/src/tools/__tests__/payeeTools.integration.test.ts +158 -142
  234. package/src/tools/__tests__/payeeTools.test.ts +486 -434
  235. package/src/tools/__tests__/transactionSchemas.test.ts +1202 -1186
  236. package/src/tools/__tests__/transactionTools.integration.test.ts +875 -825
  237. package/src/tools/__tests__/transactionTools.test.ts +4923 -4366
  238. package/src/tools/__tests__/transactionUtils.test.ts +1004 -977
  239. package/src/tools/__tests__/utilityTools.integration.test.ts +32 -32
  240. package/src/tools/__tests__/utilityTools.test.ts +68 -58
  241. package/src/tools/accountTools.ts +293 -271
  242. package/src/tools/adapters.ts +120 -63
  243. package/src/tools/budgetTools.ts +121 -116
  244. package/src/tools/categoryTools.ts +379 -339
  245. package/src/tools/compareTransactions/formatter.ts +131 -119
  246. package/src/tools/compareTransactions/index.ts +249 -214
  247. package/src/tools/compareTransactions/matcher.ts +259 -209
  248. package/src/tools/compareTransactions/parser.ts +517 -487
  249. package/src/tools/compareTransactions/types.ts +38 -38
  250. package/src/tools/compareTransactions.ts +1 -1
  251. package/src/tools/deltaFetcher.ts +281 -260
  252. package/src/tools/deltaSupport.ts +264 -259
  253. package/src/tools/exportTransactions.ts +230 -218
  254. package/src/tools/monthTools.ts +180 -165
  255. package/src/tools/payeeTools.ts +152 -140
  256. package/src/tools/reconcileAdapter.ts +297 -252
  257. package/src/tools/reconciliation/CLAUDE.md +506 -0
  258. package/src/tools/reconciliation/__tests__/adapter.causes.test.ts +133 -124
  259. package/src/tools/reconciliation/__tests__/adapter.test.ts +249 -230
  260. package/src/tools/reconciliation/__tests__/analyzer.test.ts +408 -400
  261. package/src/tools/reconciliation/__tests__/csvParser.test.ts +71 -69
  262. package/src/tools/reconciliation/__tests__/executor.integration.test.ts +348 -323
  263. package/src/tools/reconciliation/__tests__/executor.progress.test.ts +503 -457
  264. package/src/tools/reconciliation/__tests__/executor.test.ts +898 -831
  265. package/src/tools/reconciliation/__tests__/matcher.test.ts +667 -663
  266. package/src/tools/reconciliation/__tests__/payeeNormalizer.test.ts +296 -276
  267. package/src/tools/reconciliation/__tests__/recommendationEngine.integration.test.ts +692 -624
  268. package/src/tools/reconciliation/__tests__/recommendationEngine.test.ts +1008 -989
  269. package/src/tools/reconciliation/__tests__/reconciliation.delta.integration.test.ts +187 -146
  270. package/src/tools/reconciliation/__tests__/reportFormatter.test.ts +583 -533
  271. package/src/tools/reconciliation/__tests__/scenarios/adapterCurrency.scenario.test.ts +75 -74
  272. package/src/tools/reconciliation/__tests__/scenarios/extremes.scenario.test.ts +70 -62
  273. package/src/tools/reconciliation/__tests__/scenarios/repeatAmount.scenario.test.ts +102 -88
  274. package/src/tools/reconciliation/__tests__/schemaUrl.test.ts +56 -55
  275. package/src/tools/reconciliation/__tests__/signDetector.test.ts +209 -206
  276. package/src/tools/reconciliation/__tests__/ynabAdapter.test.ts +66 -60
  277. package/src/tools/reconciliation/analyzer.ts +564 -504
  278. package/src/tools/reconciliation/csvParser.ts +656 -609
  279. package/src/tools/reconciliation/executor.ts +1290 -1128
  280. package/src/tools/reconciliation/index.ts +580 -528
  281. package/src/tools/reconciliation/matcher.ts +256 -240
  282. package/src/tools/reconciliation/payeeNormalizer.ts +92 -78
  283. package/src/tools/reconciliation/recommendationEngine.ts +357 -345
  284. package/src/tools/reconciliation/reportFormatter.ts +343 -307
  285. package/src/tools/reconciliation/signDetector.ts +89 -83
  286. package/src/tools/reconciliation/types.ts +164 -159
  287. package/src/tools/reconciliation/ynabAdapter.ts +17 -15
  288. package/src/tools/schemas/CLAUDE.md +546 -0
  289. package/src/tools/schemas/common.ts +1 -1
  290. package/src/tools/schemas/outputs/__tests__/accountOutputs.test.ts +410 -409
  291. package/src/tools/schemas/outputs/__tests__/budgetOutputs.test.ts +305 -299
  292. package/src/tools/schemas/outputs/__tests__/categoryOutputs.test.ts +431 -430
  293. package/src/tools/schemas/outputs/__tests__/comparisonOutputs.test.ts +510 -495
  294. package/src/tools/schemas/outputs/__tests__/dateValidation.test.ts +179 -153
  295. package/src/tools/schemas/outputs/__tests__/discrepancyDirection.test.ts +293 -254
  296. package/src/tools/schemas/outputs/__tests__/monthOutputs.test.ts +457 -457
  297. package/src/tools/schemas/outputs/__tests__/payeeOutputs.test.ts +362 -356
  298. package/src/tools/schemas/outputs/__tests__/reconciliationOutputs.test.ts +402 -399
  299. package/src/tools/schemas/outputs/__tests__/transactionMutationSchemas.test.ts +225 -211
  300. package/src/tools/schemas/outputs/__tests__/transactionOutputs.test.ts +457 -454
  301. package/src/tools/schemas/outputs/__tests__/utilityOutputs.test.ts +316 -315
  302. package/src/tools/schemas/outputs/accountOutputs.ts +40 -34
  303. package/src/tools/schemas/outputs/budgetOutputs.ts +24 -19
  304. package/src/tools/schemas/outputs/categoryOutputs.ts +76 -56
  305. package/src/tools/schemas/outputs/comparisonOutputs.ts +192 -169
  306. package/src/tools/schemas/outputs/index.ts +163 -163
  307. package/src/tools/schemas/outputs/monthOutputs.ts +95 -80
  308. package/src/tools/schemas/outputs/payeeOutputs.ts +18 -18
  309. package/src/tools/schemas/outputs/reconciliationOutputs.ts +386 -373
  310. package/src/tools/schemas/outputs/transactionMutationOutputs.ts +259 -231
  311. package/src/tools/schemas/outputs/transactionOutputs.ts +81 -71
  312. package/src/tools/schemas/outputs/utilityOutputs.ts +90 -84
  313. package/src/tools/schemas/shared/commonOutputs.ts +27 -19
  314. package/src/tools/toolCategories.ts +114 -114
  315. package/src/tools/transactionReadTools.ts +327 -0
  316. package/src/tools/transactionSchemas.ts +322 -291
  317. package/src/tools/transactionTools.ts +84 -2246
  318. package/src/tools/transactionUtils.ts +507 -422
  319. package/src/tools/transactionWriteTools.ts +2110 -0
  320. package/src/tools/utilityTools.ts +46 -41
  321. package/src/types/CLAUDE.md +477 -0
  322. package/src/types/__tests__/index.test.ts +51 -51
  323. package/src/types/index.ts +43 -39
  324. package/src/types/integration-tests.d.ts +26 -26
  325. package/src/types/reconciliation.ts +29 -29
  326. package/src/types/toolAnnotations.ts +30 -30
  327. package/src/types/toolRegistration.ts +43 -32
  328. package/src/utils/CLAUDE.md +508 -0
  329. package/src/utils/__tests__/dateUtils.test.ts +174 -168
  330. package/src/utils/__tests__/money.test.ts +193 -187
  331. package/src/utils/amountUtils.ts +5 -5
  332. package/src/utils/baseError.ts +5 -5
  333. package/src/utils/dateUtils.ts +29 -26
  334. package/src/utils/errors.ts +14 -14
  335. package/src/utils/money.ts +66 -52
  336. package/src/utils/validationError.ts +1 -1
  337. package/tsconfig.json +29 -29
  338. package/tsconfig.prod.json +16 -16
  339. package/vitest-reporters/split-json-reporter.ts +247 -204
  340. package/vitest.config.ts +99 -95
  341. package/.prettierignore +0 -10
  342. package/.prettierrc.json +0 -10
  343. 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[];