@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
@@ -1,6 +1,6 @@
1
- import { randomUUID } from 'crypto';
2
- import { toMoneyValue, toMoneyValueFromDecimal, fromMilli } from '../../utils/money.js';
3
- const RECOMMENDATION_VERSION = '1.0';
1
+ import { randomUUID } from "node:crypto";
2
+ import { fromMilli, toMoneyValue, toMoneyValueFromDecimal, } from "../../utils/money.js";
3
+ const RECOMMENDATION_VERSION = "1.0";
4
4
  const CONFIDENCE = {
5
5
  CREATE_EXACT_MATCH: 0.95,
6
6
  NEAR_MATCH_REVIEW: 0.7,
@@ -22,11 +22,11 @@ export function generateRecommendations(context) {
22
22
  }
23
23
  function processInsight(insight, context) {
24
24
  switch (insight.type) {
25
- case 'near_match':
25
+ case "near_match":
26
26
  return [createNearMatchRecommendation(insight, context)];
27
- case 'repeat_amount':
27
+ case "repeat_amount":
28
28
  return createRepeatAmountRecommendations(insight, context);
29
- case 'anomaly':
29
+ case "anomaly":
30
30
  return [createManualReviewRecommendation(insight, context)];
31
31
  default:
32
32
  return [];
@@ -34,11 +34,11 @@ function processInsight(insight, context) {
34
34
  }
35
35
  function createSuggestedMatchRecommendation(match, context) {
36
36
  const bankTxn = match.bankTransaction;
37
- if (match.ynabTransaction && match.confidence !== 'none') {
37
+ if (match.ynabTransaction && match.confidence !== "none") {
38
38
  return {
39
39
  id: randomUUID(),
40
- action_type: 'review_duplicate',
41
- priority: 'high',
40
+ action_type: "review_duplicate",
41
+ priority: "high",
42
42
  confidence: Math.max(0, Math.min(1, match.confidenceScore / 100)),
43
43
  message: `Review possible match: ${bankTxn.payee}`,
44
44
  reason: match.matchReason,
@@ -64,7 +64,7 @@ function createSuggestedMatchRecommendation(match, context) {
64
64
  date: bankTxn.date,
65
65
  amount: bankTxn.amount,
66
66
  payee_name: bankTxn.payee,
67
- cleared: 'cleared',
67
+ cleared: "cleared",
68
68
  approved: true,
69
69
  };
70
70
  if (bankTxn.memo) {
@@ -72,11 +72,11 @@ function createSuggestedMatchRecommendation(match, context) {
72
72
  }
73
73
  return {
74
74
  id: randomUUID(),
75
- action_type: 'create_transaction',
76
- priority: 'high',
75
+ action_type: "create_transaction",
76
+ priority: "high",
77
77
  confidence: CONFIDENCE.CREATE_EXACT_MATCH,
78
78
  message: `Create transaction for ${bankTxn.payee}`,
79
- reason: `This transaction exactly matches your discrepancy`,
79
+ reason: "This transaction exactly matches your discrepancy",
80
80
  estimated_impact: toMoneyValue(bankTxn.amount, context.analysis.balance_info.current_cleared.currency),
81
81
  account_id: context.account_id,
82
82
  metadata: {
@@ -99,12 +99,12 @@ function createCombinationReviewRecommendation(match, context) {
99
99
  }, 0) ?? 0;
100
100
  return {
101
101
  id: randomUUID(),
102
- action_type: 'manual_review',
103
- priority: 'medium',
102
+ action_type: "manual_review",
103
+ priority: "medium",
104
104
  confidence: CONFIDENCE.NEAR_MATCH_REVIEW,
105
105
  message: `Review combination match: ${bankTxn.payee}`,
106
106
  reason: match.recommendation ??
107
- 'Multiple YNAB transactions appear to match this bank transaction. Review before creating anything new.',
107
+ "Multiple YNAB transactions appear to match this bank transaction. Review before creating anything new.",
108
108
  estimated_impact: toMoneyValueFromDecimal(0, context.analysis.balance_info.current_cleared.currency),
109
109
  account_id: context.account_id,
110
110
  metadata: {
@@ -115,18 +115,18 @@ function createCombinationReviewRecommendation(match, context) {
115
115
  candidate_count: match.candidates?.length ?? 0,
116
116
  },
117
117
  parameters: {
118
- issue_type: 'complex_match',
118
+ issue_type: "complex_match",
119
119
  related_transactions: [
120
120
  {
121
- source: 'bank',
121
+ source: "bank",
122
122
  id: bankTxn.id,
123
123
  description: bankTxn.payee,
124
124
  },
125
125
  ...candidateIds.map((id) => ({
126
- source: 'ynab',
126
+ source: "ynab",
127
127
  id,
128
- description: match.candidates?.find((c) => c.ynab_transaction.id === id)?.ynab_transaction.payee ??
129
- 'Unknown',
128
+ description: match.candidates?.find((c) => c.ynab_transaction.id === id)
129
+ ?.ynab_transaction.payee ?? "Unknown",
130
130
  })),
131
131
  ],
132
132
  },
@@ -135,8 +135,8 @@ function createCombinationReviewRecommendation(match, context) {
135
135
  function createNearMatchRecommendation(insight, context) {
136
136
  return {
137
137
  id: randomUUID(),
138
- action_type: 'manual_review',
139
- priority: 'medium',
138
+ action_type: "manual_review",
139
+ priority: "medium",
140
140
  confidence: CONFIDENCE.NEAR_MATCH_REVIEW,
141
141
  message: `Review: ${insight.title}`,
142
142
  reason: insight.description,
@@ -150,7 +150,7 @@ function createNearMatchRecommendation(insight, context) {
150
150
  insight_severity: insight.severity,
151
151
  },
152
152
  parameters: {
153
- issue_type: 'complex_match',
153
+ issue_type: "complex_match",
154
154
  },
155
155
  };
156
156
  }
@@ -158,8 +158,8 @@ function createRepeatAmountRecommendations(insight, context) {
158
158
  return [
159
159
  {
160
160
  id: randomUUID(),
161
- action_type: 'manual_review',
162
- priority: 'medium',
161
+ action_type: "manual_review",
162
+ priority: "medium",
163
163
  confidence: CONFIDENCE.REPEAT_AMOUNT,
164
164
  message: `Review recurring pattern: ${insight.title}`,
165
165
  reason: insight.description,
@@ -173,7 +173,7 @@ function createRepeatAmountRecommendations(insight, context) {
173
173
  insight_severity: insight.severity,
174
174
  },
175
175
  parameters: {
176
- issue_type: 'complex_match',
176
+ issue_type: "complex_match",
177
177
  },
178
178
  },
179
179
  ];
@@ -181,8 +181,8 @@ function createRepeatAmountRecommendations(insight, context) {
181
181
  function createManualReviewRecommendation(insight, context) {
182
182
  return {
183
183
  id: randomUUID(),
184
- action_type: 'manual_review',
185
- priority: 'low',
184
+ action_type: "manual_review",
185
+ priority: "low",
186
186
  confidence: CONFIDENCE.ANOMALY_REVIEW,
187
187
  message: `Review: ${insight.title}`,
188
188
  reason: insight.description,
@@ -196,7 +196,7 @@ function createManualReviewRecommendation(insight, context) {
196
196
  insight_severity: insight.severity,
197
197
  },
198
198
  parameters: {
199
- issue_type: insight.severity === 'critical' ? 'large_discrepancy' : 'unknown',
199
+ issue_type: insight.severity === "critical" ? "large_discrepancy" : "unknown",
200
200
  },
201
201
  };
202
202
  }
@@ -213,7 +213,7 @@ function processUnmatchedTransactions(context) {
213
213
  recommendations.push(createSuggestedMatchRecommendation(match, context));
214
214
  }
215
215
  for (const ynabTxn of context.analysis.unmatched_ynab) {
216
- if (ynabTxn.cleared === 'uncleared') {
216
+ if (ynabTxn.cleared === "uncleared") {
217
217
  recommendations.push(createUpdateClearedRecommendation(ynabTxn, context));
218
218
  }
219
219
  }
@@ -225,7 +225,7 @@ function createUnmatchedBankRecommendation(txn, context) {
225
225
  date: txn.date,
226
226
  amount: txn.amount,
227
227
  payee_name: txn.payee,
228
- cleared: 'cleared',
228
+ cleared: "cleared",
229
229
  approved: true,
230
230
  };
231
231
  if (txn.memo) {
@@ -233,11 +233,11 @@ function createUnmatchedBankRecommendation(txn, context) {
233
233
  }
234
234
  return {
235
235
  id: randomUUID(),
236
- action_type: 'create_transaction',
237
- priority: 'medium',
236
+ action_type: "create_transaction",
237
+ priority: "medium",
238
238
  confidence: CONFIDENCE.UNMATCHED_BANK,
239
239
  message: `Create missing transaction: ${txn.payee}`,
240
- reason: 'Transaction appears on bank statement but not in YNAB',
240
+ reason: "Transaction appears on bank statement but not in YNAB",
241
241
  estimated_impact: toMoneyValue(txn.amount, context.analysis.balance_info.current_cleared.currency),
242
242
  account_id: context.account_id,
243
243
  metadata: {
@@ -250,11 +250,11 @@ function createUnmatchedBankRecommendation(txn, context) {
250
250
  function createUpdateClearedRecommendation(txn, context) {
251
251
  return {
252
252
  id: randomUUID(),
253
- action_type: 'update_cleared',
254
- priority: 'low',
253
+ action_type: "update_cleared",
254
+ priority: "low",
255
255
  confidence: CONFIDENCE.UPDATE_CLEARED,
256
- message: `Mark transaction as cleared: ${txn.payee || 'Unknown'}`,
257
- reason: 'Transaction exists in YNAB but not yet cleared',
256
+ message: `Mark transaction as cleared: ${txn.payee || "Unknown"}`,
257
+ reason: "Transaction exists in YNAB but not yet cleared",
258
258
  estimated_impact: toMoneyValueFromDecimal(0, context.analysis.balance_info.current_cleared.currency),
259
259
  account_id: context.account_id,
260
260
  metadata: {
@@ -263,7 +263,7 @@ function createUpdateClearedRecommendation(txn, context) {
263
263
  },
264
264
  parameters: {
265
265
  transaction_id: txn.id,
266
- cleared: 'cleared',
266
+ cleared: "cleared",
267
267
  },
268
268
  };
269
269
  }
@@ -1,5 +1,5 @@
1
- import type { ReconciliationAnalysis, BankTransaction, YNABTransaction, BalanceInfo } from './types.js';
2
- import type { LegacyReconciliationResult } from './executor.js';
1
+ import type { LegacyReconciliationResult } from "./executor.js";
2
+ import type { BalanceInfo, BankTransaction, ReconciliationAnalysis, YNABTransaction } from "./types.js";
3
3
  export interface ReportFormatterOptions {
4
4
  accountName?: string | undefined;
5
5
  accountId?: string | undefined;
@@ -1,6 +1,6 @@
1
- const SECTION_DIVIDER = '-'.repeat(60);
1
+ const SECTION_DIVIDER = "-".repeat(60);
2
2
  export function formatHumanReadableReport(analysis, options = {}, execution) {
3
- const accountLabel = options.accountName ?? 'Account';
3
+ const accountLabel = options.accountName ?? "Account";
4
4
  const sections = [];
5
5
  sections.push(formatHeader(accountLabel, analysis));
6
6
  if (options.notes && options.notes.length > 0) {
@@ -15,48 +15,48 @@ export function formatHumanReadableReport(analysis, options = {}, execution) {
15
15
  sections.push(formatExecutionSection(execution));
16
16
  }
17
17
  sections.push(formatRecommendationsSection(analysis, execution));
18
- return sections.join('\n\n');
18
+ return sections.join("\n\n");
19
19
  }
20
20
  function formatHeader(accountName, analysis) {
21
21
  const lines = [];
22
22
  lines.push(`${accountName} Reconciliation Report`);
23
23
  lines.push(SECTION_DIVIDER);
24
24
  lines.push(`Statement Period: ${analysis.summary.statement_date_range}`);
25
- return lines.join('\n');
25
+ return lines.join("\n");
26
26
  }
27
27
  function formatNotesSection(notes) {
28
28
  const lines = [];
29
- lines.push('Notes');
29
+ lines.push("Notes");
30
30
  lines.push(SECTION_DIVIDER);
31
31
  for (const note of notes) {
32
32
  lines.push(`- ${note}`);
33
33
  }
34
- return lines.join('\n');
34
+ return lines.join("\n");
35
35
  }
36
36
  function formatBalanceSection(balanceInfo, summary) {
37
37
  const lines = [];
38
- lines.push('Balance Check');
38
+ lines.push("Balance Check");
39
39
  lines.push(SECTION_DIVIDER);
40
40
  lines.push(`- YNAB Cleared Balance: ${summary.current_cleared_balance.value_display}`);
41
41
  lines.push(`- Statement Balance: ${summary.target_statement_balance.value_display}`);
42
- lines.push('');
42
+ lines.push("");
43
43
  const discrepancyMilli = balanceInfo.discrepancy.value_milliunits;
44
44
  if (discrepancyMilli === 0) {
45
- lines.push('Balances match perfectly.');
45
+ lines.push("Balances match perfectly.");
46
46
  }
47
47
  else {
48
- const direction = discrepancyMilli > 0 ? 'ynab_higher' : 'bank_higher';
49
- const directionLabel = direction === 'ynab_higher'
50
- ? 'YNAB shows MORE than statement'
51
- : 'Statement shows MORE than YNAB';
48
+ const direction = discrepancyMilli > 0 ? "ynab_higher" : "bank_higher";
49
+ const directionLabel = direction === "ynab_higher"
50
+ ? "YNAB shows MORE than statement"
51
+ : "Statement shows MORE than YNAB";
52
52
  lines.push(`Discrepancy: ${balanceInfo.discrepancy.value_display}`);
53
53
  lines.push(`Direction: ${directionLabel}`);
54
54
  }
55
- return lines.join('\n');
55
+ return lines.join("\n");
56
56
  }
57
57
  function formatTransactionAnalysisSection(analysis, options) {
58
58
  const lines = [];
59
- lines.push('Transaction Analysis');
59
+ lines.push("Transaction Analysis");
60
60
  lines.push(SECTION_DIVIDER);
61
61
  const summary = analysis.summary;
62
62
  const outsideRangeCount = summary.ynab_outside_range_count ?? 0;
@@ -64,15 +64,15 @@ function formatTransactionAnalysisSection(analysis, options) {
64
64
  const inRangeCount = summary.ynab_in_range_count ?? summary.ynab_transactions_count;
65
65
  lines.push(`Comparing ${summary.bank_transactions_count} bank transactions with ${inRangeCount} YNAB transactions within statement period.`);
66
66
  lines.push(`(${outsideRangeCount} YNAB transactions outside statement period - not compared)`);
67
- lines.push('');
67
+ lines.push("");
68
68
  }
69
69
  lines.push(`- Automatically matched: ${summary.auto_matched} of ${summary.bank_transactions_count} transactions`);
70
70
  lines.push(`- Suggested matches: ${summary.suggested_matches}`);
71
71
  lines.push(`- Unmatched bank: ${summary.unmatched_bank}`);
72
72
  lines.push(`- Unmatched YNAB: ${summary.unmatched_ynab}`);
73
73
  if (analysis.unmatched_bank.length > 0) {
74
- lines.push('');
75
- lines.push('Missing from YNAB (bank transactions without matches):');
74
+ lines.push("");
75
+ lines.push("Missing from YNAB (bank transactions without matches):");
76
76
  const maxToShow = options.maxUnmatchedToShow ?? 5;
77
77
  const toShow = analysis.unmatched_bank.slice(0, maxToShow);
78
78
  for (const txn of toShow) {
@@ -83,8 +83,8 @@ function formatTransactionAnalysisSection(analysis, options) {
83
83
  }
84
84
  }
85
85
  if (analysis.unmatched_ynab.length > 0) {
86
- lines.push('');
87
- lines.push('Missing from bank statement (YNAB transactions without matches):');
86
+ lines.push("");
87
+ lines.push("Missing from bank statement (YNAB transactions without matches):");
88
88
  const maxToShow = options.maxUnmatchedToShow ?? 5;
89
89
  const toShow = analysis.unmatched_ynab.slice(0, maxToShow);
90
90
  for (const txn of toShow) {
@@ -95,8 +95,8 @@ function formatTransactionAnalysisSection(analysis, options) {
95
95
  }
96
96
  }
97
97
  if (analysis.suggested_matches.length > 0) {
98
- lines.push('');
99
- lines.push('Suggested matches (review manually):');
98
+ lines.push("");
99
+ lines.push("Suggested matches (review manually):");
100
100
  const maxToShow = options.maxUnmatchedToShow ?? 3;
101
101
  const toShow = analysis.suggested_matches.slice(0, maxToShow);
102
102
  for (const match of toShow) {
@@ -106,11 +106,11 @@ function formatTransactionAnalysisSection(analysis, options) {
106
106
  lines.push(` ... and ${analysis.suggested_matches.length - maxToShow} more suggestions`);
107
107
  }
108
108
  }
109
- return lines.join('\n');
109
+ return lines.join("\n");
110
110
  }
111
111
  function formatYnabTransactionLine(txn) {
112
112
  const amountStr = formatAmount(txn.amount);
113
- const payee = txn.payee ?? 'Unknown';
113
+ const payee = txn.payee ?? "Unknown";
114
114
  return ` ${txn.date} - ${payee.substring(0, 40).padEnd(40)} ${amountStr}`;
115
115
  }
116
116
  function formatBankTransactionLine(txn) {
@@ -125,13 +125,13 @@ function formatSuggestedMatchLine(match) {
125
125
  }
126
126
  function formatAmount(amountMilli) {
127
127
  const amount = amountMilli / 1000;
128
- const sign = amount >= 0 ? '+' : '-';
128
+ const sign = amount >= 0 ? "+" : "-";
129
129
  const absAmount = Math.abs(amount);
130
130
  return `${sign}$${absAmount.toFixed(2)}`.padStart(10);
131
131
  }
132
132
  function formatInsightsSection(insights, maxToShow = 3) {
133
133
  const lines = [];
134
- lines.push('Key Insights');
134
+ lines.push("Key Insights");
135
135
  lines.push(SECTION_DIVIDER);
136
136
  const toShow = insights.slice(0, maxToShow);
137
137
  for (const insight of toShow) {
@@ -144,49 +144,50 @@ function formatInsightsSection(insights, maxToShow = 3) {
144
144
  lines.push(` Evidence: ${evidenceSummary}`);
145
145
  }
146
146
  }
147
- lines.push('');
147
+ lines.push("");
148
148
  }
149
149
  if (insights.length > maxToShow) {
150
150
  lines.push(`... and ${insights.length - maxToShow} more insights (see structured output)`);
151
151
  }
152
- return lines.join('\n').trimEnd();
152
+ return lines.join("\n").trimEnd();
153
153
  }
154
154
  function getSeverityIcon(severity) {
155
155
  switch (severity) {
156
- case 'critical':
157
- return '[CRITICAL]';
158
- case 'warning':
159
- return '[WARN]';
160
- case 'info':
161
- return '[INFO]';
156
+ case "critical":
157
+ return "[CRITICAL]";
158
+ case "warning":
159
+ return "[WARN]";
160
+ case "info":
161
+ return "[INFO]";
162
162
  default:
163
- return '[NOTE]';
163
+ return "[NOTE]";
164
164
  }
165
165
  }
166
166
  function formatEvidenceSummary(evidence) {
167
- if ('transaction_count' in evidence) {
168
- return `${evidence['transaction_count']} transactions`;
167
+ if ("transaction_count" in evidence) {
168
+ return `${evidence["transaction_count"]} transactions`;
169
169
  }
170
- if ('amount' in evidence && typeof evidence['amount'] === 'object') {
171
- const amount = evidence['amount'];
170
+ if ("amount" in evidence && typeof evidence["amount"] === "object") {
171
+ const amount = evidence["amount"];
172
172
  return amount.value_display;
173
173
  }
174
- if ('transaction_ids' in evidence && Array.isArray(evidence['transaction_ids'])) {
175
- return `${evidence['transaction_ids'].length} transactions involved`;
174
+ if ("transaction_ids" in evidence &&
175
+ Array.isArray(evidence["transaction_ids"])) {
176
+ return `${evidence["transaction_ids"].length} transactions involved`;
176
177
  }
177
178
  return null;
178
179
  }
179
180
  function formatExecutionSection(execution) {
180
181
  const lines = [];
181
- lines.push('Execution Summary');
182
+ lines.push("Execution Summary");
182
183
  lines.push(SECTION_DIVIDER);
183
184
  const summary = execution.summary;
184
185
  lines.push(`Transactions created: ${summary.transactions_created}`);
185
186
  lines.push(`Transactions updated: ${summary.transactions_updated}`);
186
187
  lines.push(`Date adjustments: ${summary.dates_adjusted}`);
187
188
  if (execution.recommendations.length > 0) {
188
- lines.push('');
189
- lines.push('Recommendations:');
189
+ lines.push("");
190
+ lines.push("Recommendations:");
190
191
  const maxRecs = 3;
191
192
  const toShow = execution.recommendations.slice(0, maxRecs);
192
193
  for (const rec of toShow) {
@@ -196,22 +197,22 @@ function formatExecutionSection(execution) {
196
197
  lines.push(` ... and ${execution.recommendations.length - maxRecs} more`);
197
198
  }
198
199
  }
199
- lines.push('');
200
+ lines.push("");
200
201
  if (summary.dry_run) {
201
- lines.push('NOTE: Dry run only - no YNAB changes were applied.');
202
+ lines.push("NOTE: Dry run only - no YNAB changes were applied.");
202
203
  }
203
204
  else {
204
- lines.push('Changes applied to YNAB. Review structured output for action details.');
205
+ lines.push("Changes applied to YNAB. Review structured output for action details.");
205
206
  }
206
- return lines.join('\n');
207
+ return lines.join("\n");
207
208
  }
208
209
  function formatRecommendationsSection(analysis, execution) {
209
210
  const lines = [];
210
- lines.push('Recommended Actions');
211
+ lines.push("Recommended Actions");
211
212
  lines.push(SECTION_DIVIDER);
212
213
  if (execution && !execution.summary.dry_run) {
213
- lines.push('All recommended actions have been applied.');
214
- return lines.join('\n');
214
+ lines.push("All recommended actions have been applied.");
215
+ return lines.join("\n");
215
216
  }
216
217
  if (analysis.next_steps.length > 0) {
217
218
  for (const step of analysis.next_steps) {
@@ -219,10 +220,10 @@ function formatRecommendationsSection(analysis, execution) {
219
220
  }
220
221
  }
221
222
  else {
222
- lines.push('No specific actions recommended.');
223
- lines.push('Review the structured output for detailed match information.');
223
+ lines.push("No specific actions recommended.");
224
+ lines.push("Review the structured output for detailed match information.");
224
225
  }
225
- return lines.join('\n');
226
+ return lines.join("\n");
226
227
  }
227
228
  export function formatBalanceInfo(balance) {
228
229
  const lines = [];
@@ -230,15 +231,15 @@ export function formatBalanceInfo(balance) {
230
231
  lines.push(`Current Total: ${balance.current_total.value_display}`);
231
232
  lines.push(`Target Statement: ${balance.target_statement.value_display}`);
232
233
  lines.push(`Discrepancy: ${balance.discrepancy.value_display}`);
233
- return lines.join('\n');
234
+ return lines.join("\n");
234
235
  }
235
236
  export function formatTransactionList(transactions, maxItems = 10) {
236
237
  const lines = [];
237
238
  const toShow = transactions.slice(0, maxItems);
238
239
  for (const txn of toShow) {
239
- if ('cleared' in txn) {
240
+ if ("cleared" in txn) {
240
241
  const ynabTxn = txn;
241
- const payee = ynabTxn.payee_name ?? ynabTxn.payee ?? 'Unknown';
242
+ const payee = ynabTxn.payee_name ?? ynabTxn.payee ?? "Unknown";
242
243
  lines.push(` ${ynabTxn.date} - ${payee.substring(0, 40).padEnd(40)} ${formatAmount(ynabTxn.amount)}`);
243
244
  }
244
245
  else {
@@ -248,5 +249,5 @@ export function formatTransactionList(transactions, maxItems = 10) {
248
249
  if (transactions.length > maxItems) {
249
250
  lines.push(` ... and ${transactions.length - maxItems} more`);
250
251
  }
251
- return lines.join('\n');
252
+ return lines.join("\n");
252
253
  }
@@ -1,2 +1,2 @@
1
- import type { BankTransaction, NormalizedYNABTransaction } from '../../types/reconciliation.js';
1
+ import type { BankTransaction, NormalizedYNABTransaction } from "../../types/reconciliation.js";
2
2
  export declare function detectSignInversion(bankTransactions: BankTransaction[], ynabTransactions: NormalizedYNABTransaction[]): boolean;
@@ -1,8 +1,8 @@
1
- import type { MoneyValue } from '../../utils/money.js';
2
- import type { BankTransaction as CanonicalBankTransaction, NormalizedYNABTransaction as CanonicalYNABTransaction } from '../../types/reconciliation.js';
1
+ import type { BankTransaction as CanonicalBankTransaction, NormalizedYNABTransaction as CanonicalYNABTransaction } from "../../types/reconciliation.js";
2
+ import type { MoneyValue } from "../../utils/money.js";
3
3
  export type BankTransaction = CanonicalBankTransaction;
4
4
  export type YNABTransaction = CanonicalYNABTransaction;
5
- export type MatchConfidence = 'high' | 'medium' | 'low' | 'none';
5
+ export type MatchConfidence = "high" | "medium" | "low" | "none";
6
6
  export interface MatchCandidate {
7
7
  ynab_transaction: YNABTransaction;
8
8
  confidence: number;
@@ -43,8 +43,8 @@ export interface ReconciliationSummary {
43
43
  discrepancy: MoneyValue;
44
44
  discrepancy_explanation: string;
45
45
  }
46
- export type InsightSeverity = 'info' | 'warning' | 'critical';
47
- export type InsightKind = 'repeat_amount' | 'near_match' | 'anomaly';
46
+ export type InsightSeverity = "info" | "warning" | "critical";
47
+ export type InsightKind = "repeat_amount" | "near_match" | "anomaly";
48
48
  export interface ReconciliationInsight {
49
49
  id: string;
50
50
  type: InsightKind;
@@ -55,7 +55,7 @@ export interface ReconciliationInsight {
55
55
  }
56
56
  export interface ReconciliationAnalysis {
57
57
  success: true;
58
- phase: 'analysis';
58
+ phase: "analysis";
59
59
  summary: ReconciliationSummary;
60
60
  auto_matches: TransactionMatch[];
61
61
  suggested_matches: TransactionMatch[];
@@ -67,7 +67,7 @@ export interface ReconciliationAnalysis {
67
67
  insights: ReconciliationInsight[];
68
68
  recommendations?: ActionableRecommendation[];
69
69
  }
70
- export type ReconciliationActionType = 'match' | 'add' | 'unclear' | 'delete' | 'ignore';
70
+ export type ReconciliationActionType = "match" | "add" | "unclear" | "delete" | "ignore";
71
71
  export interface ReconciliationAction {
72
72
  type: ReconciliationActionType;
73
73
  bank_txn_id?: string;
@@ -100,7 +100,7 @@ export interface ParsedCSVData {
100
100
  valid_rows: number;
101
101
  errors: string[];
102
102
  }
103
- export type RecommendationPriority = 'high' | 'medium' | 'low';
103
+ export type RecommendationPriority = "high" | "medium" | "low";
104
104
  export interface BaseRecommendation {
105
105
  id: string;
106
106
  priority: RecommendationPriority;
@@ -113,27 +113,27 @@ export interface BaseRecommendation {
113
113
  metadata?: Record<string, unknown>;
114
114
  }
115
115
  export interface CreateTransactionRecommendation extends BaseRecommendation {
116
- action_type: 'create_transaction';
116
+ action_type: "create_transaction";
117
117
  parameters: {
118
118
  account_id: string;
119
119
  date: string;
120
120
  amount: number;
121
121
  payee_name: string;
122
122
  memo?: string;
123
- cleared: 'cleared' | 'uncleared';
123
+ cleared: "cleared" | "uncleared";
124
124
  approved: boolean;
125
125
  category_id?: string;
126
126
  };
127
127
  }
128
128
  export interface UpdateClearedRecommendation extends BaseRecommendation {
129
- action_type: 'update_cleared';
129
+ action_type: "update_cleared";
130
130
  parameters: {
131
131
  transaction_id: string;
132
- cleared: 'cleared' | 'uncleared' | 'reconciled';
132
+ cleared: "cleared" | "uncleared" | "reconciled";
133
133
  };
134
134
  }
135
135
  export interface ReviewDuplicateRecommendation extends BaseRecommendation {
136
- action_type: 'review_duplicate';
136
+ action_type: "review_duplicate";
137
137
  parameters: {
138
138
  candidate_ids: string[];
139
139
  bank_transaction?: BankTransaction;
@@ -141,14 +141,14 @@ export interface ReviewDuplicateRecommendation extends BaseRecommendation {
141
141
  };
142
142
  }
143
143
  export interface RelatedTransaction {
144
- source: 'bank' | 'ynab';
144
+ source: "bank" | "ynab";
145
145
  id: string;
146
146
  description: string;
147
147
  }
148
148
  export interface ManualReviewRecommendation extends BaseRecommendation {
149
- action_type: 'manual_review';
149
+ action_type: "manual_review";
150
150
  parameters: {
151
- issue_type: 'complex_match' | 'large_discrepancy' | 'unknown';
151
+ issue_type: "complex_match" | "large_discrepancy" | "unknown";
152
152
  related_transactions?: RelatedTransaction[];
153
153
  };
154
154
  }
@@ -1,4 +1,4 @@
1
- import type * as ynab from 'ynab';
2
- import type { NormalizedYNABTransaction } from '../../types/reconciliation.js';
1
+ import type * as ynab from "ynab";
2
+ import type { NormalizedYNABTransaction } from "../../types/reconciliation.js";
3
3
  export declare function normalizeYNABTransaction(txn: ynab.TransactionDetail): NormalizedYNABTransaction;
4
4
  export declare function normalizeYNABTransactions(txns: ynab.TransactionDetail[]): NormalizedYNABTransaction[];
@@ -1,3 +1,3 @@
1
- import { z } from 'zod/v4';
1
+ import { z } from "zod/v4";
2
2
  export declare const emptyObjectSchema: z.ZodObject<{}, z.core.$strict>;
3
3
  export declare const looseObjectSchema: z.ZodObject<{}, z.core.$loose>;
@@ -1,3 +1,3 @@
1
- import { z } from 'zod/v4';
1
+ import { z } from "zod/v4";
2
2
  export const emptyObjectSchema = z.object({}).strict();
3
3
  export const looseObjectSchema = z.object({}).passthrough();
@@ -1,4 +1,4 @@
1
- import { z } from 'zod/v4';
1
+ import { z } from "zod/v4";
2
2
  export declare const AccountSchema: z.ZodObject<{
3
3
  id: z.ZodString;
4
4
  name: z.ZodString;