@dizzlkheinz/ynab-mcpb 0.25.0 → 0.26.0

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Files changed (27) hide show
  1. package/CHANGELOG.md +18 -0
  2. package/CLAUDE.md +1 -1
  3. package/dist/bundle/index.cjs +80 -77
  4. package/dist/tools/reconciliation/index.d.ts +5 -0
  5. package/dist/tools/reconciliation/index.js +24 -3
  6. package/dist/tools/reconciliation/outputBuilder.d.ts +64 -3
  7. package/dist/tools/reconciliation/outputBuilder.js +2 -2
  8. package/dist/tools/schemas/outputs/comparisonOutputs.d.ts +7 -7
  9. package/dist/tools/schemas/outputs/comparisonOutputs.js +3 -3
  10. package/dist/tools/schemas/outputs/reconciliationOutputs.d.ts +294 -4
  11. package/dist/tools/schemas/outputs/reconciliationOutputs.js +90 -6
  12. package/dist/tools/transactionReadTools.js +4 -0
  13. package/dist/tools/transactionSchemas.d.ts +5 -0
  14. package/dist/tools/transactionSchemas.js +1 -0
  15. package/package.json +1 -1
  16. package/src/tools/__tests__/transactionSchemas.test.ts +8 -0
  17. package/src/tools/__tests__/transactionTools.test.ts +45 -0
  18. package/src/tools/reconciliation/__tests__/adapter.test.ts +42 -0
  19. package/src/tools/reconciliation/__tests__/index.test.ts +108 -0
  20. package/src/tools/reconciliation/index.ts +30 -4
  21. package/src/tools/reconciliation/outputBuilder.ts +75 -5
  22. package/src/tools/schemas/outputs/__tests__/comparisonOutputs.test.ts +52 -0
  23. package/src/tools/schemas/outputs/__tests__/reconciliationOutputs.test.ts +87 -0
  24. package/src/tools/schemas/outputs/comparisonOutputs.ts +3 -3
  25. package/src/tools/schemas/outputs/reconciliationOutputs.ts +109 -8
  26. package/src/tools/transactionReadTools.ts +8 -0
  27. package/src/tools/transactionSchemas.ts +1 -0
package/CHANGELOG.md CHANGED
@@ -7,6 +7,24 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
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  ## [Unreleased]
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+ ## [0.26.0] - 2026-03-31
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+ ### Added
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+ - **`cleared` filter on `ynab_list_transactions`** - New optional `cleared` parameter (`"cleared"` | `"uncleared"` | `"reconciled"`) filters transactions before pagination; applied in-memory with no API changes required
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+ - **`max_suggestions_in_output` on `ynab_reconcile_account`** - Controls how many unmatched items and suggestions appear in the human narrative (default: 10, previously hardcoded at 5)
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+ - **`structured_content` filter on `ynab_reconcile_account`** - New `"full"` | `"unmatched_only"` option (default `"full"`); `"unmatched_only"` limits the structured payload to `unmatched_bank`, `unmatched_ynab`, and `suggestions` to avoid exceeding MCP tool result size limits
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+ ### Fixed
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+ - **memo crash in `ynab_compare_transactions`** - Output schemas for `MissingInBankItemSchema`, `YNABTransactionComparisonSchema`, and `ExportedTransactionFullSchema` changed `memo` from `z.string().nullable()` to `z.string().nullish()`, preventing validation errors when YNAB returns `memo: undefined`
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+ - **`csv_data` validation error message** - Replaced cryptic refine error with an actionable message explaining both input options and suggesting `ynab_list_transactions` with the new `cleared` filter as an alternative for balance-only workflows
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+ ### Changed
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+ - **Reconciliation typed interfaces exported** - `StructuredReconciliationPayload`, `DualChannelPayload`, and related view interfaces are now exported from `outputBuilder.ts`, replacing an unsafe `as` cast in the structured content filter
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+ - **Reconciliation output schema strictness** - All `Filtered*` schemas and `StructuredReconciliationUnmatchedOnlySchema` in `reconciliationOutputs.ts` now use `.strict()`, consistent with the project-wide convention
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  ## [0.25.0] - 2026-03-29
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  ### Changed
package/CLAUDE.md CHANGED
@@ -6,7 +6,7 @@ This file provides guidance to Claude Code (claude.ai/code) when working with co
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  This is a Model Context Protocol (MCP) server for YNAB (You Need A Budget) integration, enabling AI assistants to interact with YNAB budgets, accounts, transactions, and categories. The codebase uses TypeScript with a modular, service-oriented architecture.
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- **Current Version:** 0.25.0
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+ **Current Version:** 0.26.0
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  ## Essential Commands
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