@dizzlkheinz/ynab-mcpb 0.26.2 → 0.26.4

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 (18) hide show
  1. package/CHANGELOG.md +19 -0
  2. package/CLAUDE.md +1 -1
  3. package/dist/bundle/index.cjs +91 -93
  4. package/dist/tools/reconciliation/executor.js +5 -12
  5. package/dist/tools/reconciliation/index.d.ts +9 -12
  6. package/dist/tools/reconciliation/index.js +98 -90
  7. package/dist/tools/schemas/outputs/reconciliationOutputs.d.ts +81 -770
  8. package/dist/tools/schemas/outputs/reconciliationOutputs.js +38 -66
  9. package/package.json +1 -1
  10. package/src/__tests__/performance.test.ts +2 -4
  11. package/src/tools/reconciliation/__tests__/executor.integration.test.ts +2 -4
  12. package/src/tools/reconciliation/__tests__/executor.test.ts +6 -10
  13. package/src/tools/reconciliation/__tests__/index.test.ts +10 -6
  14. package/src/tools/reconciliation/__tests__/reconciliation.delta.integration.test.ts +1 -110
  15. package/src/tools/reconciliation/executor.ts +6 -13
  16. package/src/tools/reconciliation/index.ts +152 -137
  17. package/src/tools/schemas/outputs/__tests__/discrepancyDirection.test.ts +146 -312
  18. package/src/tools/schemas/outputs/reconciliationOutputs.ts +47 -84
package/CHANGELOG.md CHANGED
@@ -7,6 +7,25 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
7
7
 
8
8
  ## [Unreleased]
9
9
 
10
+ ## [0.26.4] - 2026-04-02
11
+
12
+ ### Fixed
13
+
14
+ - **Reconciliation parameter simplification** — Reduced `ynab_reconcile_account` from ~22 parameters to ~15, removing redundant/unused parameters (`statement_date`, `statement_start_date`, `as_of_timezone`, `expected_bank_balance`, `force_full_refresh`, `include_structured_data`, `structured_content`, `invert_bank_amounts`) and collapsing `auto_match_threshold`/`suggestion_threshold` into a single `match_strictness` enum (`"loose"` | `"normal"` | `"strict"`)
15
+ - **Missing test migration** — Updated `performance.test.ts` to use new parameter names (`statement_end_date`, `match_strictness`) instead of removed parameters
16
+
17
+ ### Added
18
+
19
+ - **`sign_convention` parameter** — New optional parameter on `ynab_reconcile_account` (`"auto"` | `"invert"` | `"as_is"`, default `"auto"`) providing an explicit override when auto-detection fails for liability accounts with unusual CSV sign conventions
20
+ - **`execution_summary` in structured output** — Reconciliation structured output now includes an optional `execution_summary` field with `transactions_created`, `transactions_updated`, `dates_adjusted`, `dry_run`, `balance_status`, and `recommendations` when actions are performed, enabling programmatic consumption of execution results
21
+ - **Auto-inferred `statement_end_date`** — When `statement_end_date` is omitted, the reconciliation handler infers it from the latest CSV transaction date and uses it for balance verification, aligning behavior with the documented tool description
22
+
23
+ ## [0.26.3] - 2026-04-01
24
+
25
+ ### Fixed
26
+
27
+ - **Reconciliation execution action schema** - Added 5 missing `type` values to `ExecutionActionRecordSchema`'s discriminated union (`batch_update_failed`, `batch_reconcile_failed`, `reconciliation_complete`, `diagnostic_step3_entry`, `diagnostic_unmatched_ynab`); these were emitted by the executor but not declared in the schema, causing `include_structured_data: true` output validation to fail whenever execution ran
28
+
10
29
  ## [0.26.2] - 2026-04-01
11
30
 
12
31
  ### Fixed
package/CLAUDE.md CHANGED
@@ -6,7 +6,7 @@ This file provides guidance to Claude Code (claude.ai/code) when working with co
6
6
 
7
7
  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.
8
8
 
9
- **Current Version:** 0.26.2
9
+ **Current Version:** 0.26.4
10
10
 
11
11
  ## Essential Commands
12
12