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