@dizzlkheinz/ynab-mcpb 0.25.0 → 0.26.1

package/CHANGELOG.md

@@ -7,6 +7,39 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## [Unreleased]
 
+## [0.26.1] - 2026-04-01
+
+### Fixed
+
+- **Reconciliation output schema** - Corrected `MoneyValueSchema`, `BankTransactionSchema`, and `YNABTransactionSimpleSchema` to match actual runtime data shapes (`value_milliunits`/`value`/`value_display`/`direction`, `sourceRow`, `categoryName`), resolving `include_structured_data: true` output schema validation failures
+- **CSV payee detection** - Expanded description column candidates to include `"Details"`, `"Transaction Details"`, `"Memo"`, `"Narration"`, and `"Reference"`, resolving payees showing as "Unknown" for banks that use non-standard column names
+- **Reconciliation auto-match rate** - Two-pass matching: when a bank transaction has exactly one candidate with an exact date match, auto-match threshold lowers to 65 (from 85), significantly improving match rates when bank payee strings are opaque (e.g. `"CARD 8472 AUTH 5521"`)
+- **Execution summary shown on 0 changes** - "N change(s) applied to YNAB" message now only appears when `N > 0`; zero-change runs show "No changes were needed" instead
+
+### Changed
+
+- **Liability-aware discrepancy wording** - Credit card and other liability accounts now show "YNAB under-cleared / over-cleared" instead of the asset-oriented "YNAB shows MORE/LESS than statement"
+- **`max_suggestions_in_output` default raised to 20** - Previously defaulted to 10; now documented in the tool description alongside `auto_match_threshold`
+- **Tool description for `ynab_reconcile_account`** - Documents statement balance sign convention for liability accounts, `auto_match_threshold` parameter, and `max_suggestions_in_output` default
+
+## [0.26.0] - 2026-03-31
+
+### Added
+
+- **`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
+- **`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)
+- **`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
+
+### Fixed
+
+- **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`
+- **`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
+
+### Changed
+
+- **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
+- **Reconciliation output schema strictness** - All `Filtered*` schemas and `StructuredReconciliationUnmatchedOnlySchema` in `reconciliationOutputs.ts` now use `.strict()`, consistent with the project-wide convention
+
 ## [0.25.0] - 2026-03-29
 
 ### Changed

package/CLAUDE.md

@@ -6,7 +6,7 @@ This file provides guidance to Claude Code (claude.ai/code) when working with co
 
 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.
 
-**Current Version:** 0.25.0
+**Current Version:** 0.26.1
 
 ## Essential Commands