npm - @gabrielerandelli/minus-tracker - Versions diffs - 0.5.7 → 0.6.0 - Mend

@gabrielerandelli/minus-tracker 0.5.7 → 0.6.0

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Files changed (11) hide show

package/README.md +321 -46
package/dist/cli/index.js +1181 -25
package/dist/cli/index.js.map +1 -1
package/dist/data/stress-manifest.json +13387 -0
package/dist/index.cjs +481 -1
package/dist/index.cjs.map +1 -1
package/dist/index.d.cts +91 -2
package/dist/index.d.ts +91 -2
package/dist/index.js +479 -1
package/dist/index.js.map +1 -1
package/package.json +18 -1

package/dist/index.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"sources":["../src/errors.ts","../src/rates/index.ts","../src/parser/warnings.ts","../src/parser/index.ts","../src/calculator/index.ts"],"sourcesContent":["export class ParseError extends Error {\n readonly code: \"INVALID_CSV\" \| \"MISSING_COLUMN\";\n readonly columnName?: string;\n\n constructor(code: \"INVALID_CSV\");\n constructor(code: \"MISSING_COLUMN\", columnName: string);\n constructor(code: ParseError[\"code\"], columnName?: string) {\n const msg =\n code === \"INVALID_CSV\"\n ? \"Invalid CSV: unable to parse\"\n : `Missing required column: ${columnName}`;\n super(msg);\n this.name = \"ParseError\";\n this.code = code;\n this.columnName = columnName;\n }\n}\n\nexport class CalculationError extends Error {\n readonly isin: string;\n readonly date: string;\n\n constructor(isin: string, date: string) {\n super(`No open lots for ISIN ${isin} on ${date}`);\n this.name = \"CalculationError\";\n this.isin = isin;\n this.date = date;\n }\n}\n","import { fileURLToPath } from \"node:url\";\nimport * as path from \"node:path\";\nimport * as fs from \"node:fs\";\n\nexport type RatesSnapshot = Record<string, Record<string, number>>;\n\n// Load the bundled snapshot lazily; returns null if the file is absent (e.g. broken install)\nlet _bundled: RatesSnapshot \| null \| undefined = undefined;\n\nfunction getBundledSnapshot(): RatesSnapshot \| null {\n if (_bundled !== undefined) return _bundled;\n const __dirname = path.dirname(fileURLToPath(import.meta.url));\n const bundledPath = path.join(__dirname, \"../data/ecb-rates.json\");\n try {\n _bundled = JSON.parse(\n fs.readFileSync(bundledPath, \"utf8\"),\n ) as RatesSnapshot;\n } catch {\n _bundled = null;\n }\n return _bundled;\n}\n\nfunction getUserSnapshot(): RatesSnapshot \| null {\n const platform = process.platform;\n let configDir: string;\n if (platform === \"win32\") {\n configDir =\n process.env.APPDATA ??\n path.join(process.env.USERPROFILE ?? \"~\", \"AppData\", \"Roaming\");\n } else {\n configDir =\n process.env.XDG_CONFIG_HOME ??\n path.join(process.env.HOME ?? \"~\", \".config\");\n }\n const userPath = path.join(configDir, \"minus-tracker\", \"ecb-rates.json\");\n try {\n return JSON.parse(fs.readFileSync(userPath, \"utf8\")) as RatesSnapshot;\n } catch {\n return null;\n }\n}\n\nexport function getActiveSnapshot(): RatesSnapshot {\n const bundled = getBundledSnapshot();\n const user = getUserSnapshot();\n if (!bundled && !user) {\n throw new Error(\n \"No ECB rates snapshot available. Run `minus-tracker rates --update` to fetch rates.\",\n );\n }\n if (!bundled) return user!;\n if (!user) return bundled;\n // Merge: user entries override bundled for same date keys\n const merged: RatesSnapshot = {};\n for (const ccy of new Set([...Object.keys(bundled), ...Object.keys(user)])) {\n merged[ccy] = { ...(bundled[ccy] ?? {}), ...(user[ccy] ?? {}) };\n }\n return merged;\n}\n\nexport function isSnapshotStale(\n snapshot: RatesSnapshot,\n today?: string,\n): boolean {\n const todayStr = today ?? new Date().toISOString().slice(0, 10);\n let maxDate = \"0000-01-01\";\n for (const dates of Object.values(snapshot)) {\n for (const d of Object.keys(dates)) {\n if (d > maxDate) maxDate = d;\n }\n }\n if (maxDate === \"0000-01-01\") return true;\n const diffDays =\n (new Date(todayStr).getTime() - new Date(maxDate).getTime()) /\n (1000 * 60 * 60 * 24);\n return diffDays >= 7;\n}\n\nfunction subtractDays(isoDate: string, days: number): string {\n const d = new Date(isoDate + \"T00:00:00Z\");\n d.setUTCDate(d.getUTCDate() - days);\n return d.toISOString().slice(0, 10);\n}\n\n/*\n Look up ECB rate for a currency on a given date.\n * Returns 1.0 for EUR. Walks back up to 3 calendar days for weekend/holiday gaps.\n * Returns null if not found within the window.\n \n @param currency ISO 4217 currency code\n * @param date YYYY-MM-DD trade date\n * @param snapshot Optional override (used in tests to inject stub data)\n /\nexport function lookupRate(\n currency: string,\n date: string,\n snapshot?: RatesSnapshot,\n): number \| null {\n if (currency === \"EUR\") return 1.0;\n\n const s = snapshot ?? getActiveSnapshot();\n const currencyRates = s[currency];\n if (!currencyRates) return null; // unsupported currency\n\n for (let i = 0; i <= 3; i++) {\n const d = i === 0 ? date : subtractDays(date, i);\n if (currencyRates[d] !== undefined) {\n return currencyRates[d];\n }\n }\n return null;\n}\n","export type WarningEntry =\n \| { code: \"MISSING_ISIN\"; row: number }\n \| { code: \"UNSUPPORTED_CURRENCY\"; row: number; currency: string }\n \| { code: \"NO_ECB_RATE\"; row: number; currency: string; date: string }\n \| { code: \"QUANTITY_ZERO\"; row: number };\n\nexport function warningToEnglish(w: WarningEntry): string {\n switch (w.code) {\n case \"MISSING_ISIN\":\n return `Row ${w.row}: missing ISIN — skipped`;\n case \"UNSUPPORTED_CURRENCY\":\n return `Row ${w.row}: unsupported currency ${w.currency} — skipped`;\n case \"NO_ECB_RATE\":\n return `Row ${w.row}: no ECB rate for ${w.currency} on ${w.date} — skipped`;\n case \"QUANTITY_ZERO\":\n return `Row ${w.row}: quantity is 0 — skipped`;\n }\n}\n","import { Transaction } from \"../types.js\";\nimport { ParseError } from \"../errors.js\";\nimport {\n lookupRate,\n getActiveSnapshot,\n RatesSnapshot,\n} from \"../rates/index.js\";\nimport { WarningEntry, warningToEnglish } from \"./warnings.js\";\n\nconst REQUIRED_COLUMNS = [\n \"ISIN\",\n \"Quantity\",\n \"Price\",\n \"Date\",\n \"Local value\",\n \"Local value currency\",\n \"Transaction costs\",\n \"Transaction costs currency\",\n \"Product\",\n] as const;\n\n/\n Parse a single CSV line, respecting RFC-4180-style double-quote escaping.\n * Does not support embedded newlines in fields (not needed for DEGIRO exports).\n /\nfunction parseCSVRow(line: string): string[] {\n const fields: string[] = [];\n let i = 0;\n\n while (i <= line.length) {\n // End of line — stop (handles trailing comma by not emitting extra empty field)\n if (i === line.length) break;\n\n if (line[i] === '\"') {\n // Quoted field\n let field = \"\";\n i++; // skip opening quote\n while (i < line.length) {\n if (line[i] === '\"' && i + 1 < line.length && line[i + 1] === '\"') {\n // Escaped double-quote\n field += '\"';\n i += 2;\n } else if (line[i] === '\"') {\n i++; // skip closing quote\n break;\n } else {\n field += line[i++];\n }\n }\n fields.push(field);\n if (i < line.length && line[i] === \",\") i++; // skip delimiter\n } else {\n // Unquoted field\n const start = i;\n while (i < line.length && line[i] !== \",\") i++;\n fields.push(line.slice(start, i));\n if (i < line.length) i++; // skip delimiter\n }\n }\n\n return fields;\n}\n\n/\n Parse a full CSV string (CRLF or LF line endings) into a 2-D array of strings.\n /\nfunction parseCSV(input: string): string[][] {\n const normalized = input.replace(/\\r\\n/g, \"\\n\").replace(/\\r/g, \"\\n\");\n return normalized.split(\"\\n\").map(parseCSVRow);\n}\n\n/\n Convert a DEGIRO date \"DD-MM-YYYY\" to ISO format \"YYYY-MM-DD\".\n /\nfunction parseDate(ddmmyyyy: string): string {\n const [dd, mm, yyyy] = ddmmyyyy.split(\"-\");\n return `${yyyy}-${mm}-${dd}`;\n}\n\nexport class DEGIROParser {\n private _warningEntries: WarningEntry[] = [];\n private _snapshot?: RatesSnapshot;\n\n constructor(snapshot?: RatesSnapshot) {\n this._snapshot = snapshot;\n }\n\n parse(csv: string): Transaction[] {\n this._warningEntries = [];\n\n // Binary content (null bytes) is not valid CSV\n if (typeof csv !== \"string\" \|\| csv.includes(\"\\x00\")) {\n throw new ParseError(\"INVALID_CSV\");\n }\n\n let rows: string[][];\n try {\n rows = parseCSV(csv);\n } catch {\n throw new ParseError(\"INVALID_CSV\");\n }\n\n if (rows.length === 0) {\n throw new ParseError(\"INVALID_CSV\");\n }\n\n // Build column-name → index map from the header row\n const header = rows[0];\n const colIndex: Record<string, number> = {};\n for (let i = 0; i < header.length; i++) {\n colIndex[header[i].trim()] = i;\n }\n\n // Validate that every required column is present\n for (const col of REQUIRED_COLUMNS) {\n if (colIndex[col] === undefined) {\n throw new ParseError(\"MISSING_COLUMN\", col);\n }\n }\n\n // Resolve the rates snapshot once for the whole parse run\n const snapshot: RatesSnapshot = this._snapshot ?? getActiveSnapshot();\n\n const transactions: Transaction[] = [];\n\n for (let r = 1; r < rows.length; r++) {\n const row = rows[r];\n // 1-indexed row number: header = 1, first data row = 2\n const rowIndex = r + 1;\n\n // Skip completely empty rows (including the trailing empty line after a\n // final newline, and rows that are all whitespace)\n if (row.every((cell) => cell.trim() === \"\")) continue;\n\n const get = (col: string): string => (row[colIndex[col]] ?? \"\").trim();\n\n // --- ISIN ---\n const isin = get(\"ISIN\");\n if (!isin) {\n this._warningEntries.push({ code: \"MISSING_ISIN\", row: rowIndex });\n continue;\n }\n\n // --- Quantity ---\n const rawQty = parseFloat(get(\"Quantity\"));\n if (isNaN(rawQty) \|\| rawQty === 0) {\n this._warningEntries.push({ code: \"QUANTITY_ZERO\", row: rowIndex });\n continue;\n }\n\n const type: \"BUY\" \| \"SELL\" = rawQty > 0 ? \"BUY\" : \"SELL\";\n const quantity = Math.abs(rawQty);\n\n // --- Date ---\n const isoDate = parseDate(get(\"Date\"));\n\n // --- Currency & FX ---\n const currency = get(\"Local value currency\");\n const rawTotalLocal = parseFloat(get(\"Local value\"));\n const totalLocal = isNaN(rawTotalLocal) ? 0 : rawTotalLocal;\n\n let totalEUR: number;\n let fxRate: number \| undefined;\n\n if (currency === \"EUR\") {\n totalEUR = Math.abs(totalLocal);\n fxRate = undefined;\n } else {\n const rate = lookupRate(currency, isoDate, snapshot);\n if (rate === null) {\n if (snapshot[currency] === undefined) {\n this._warningEntries.push({\n code: \"UNSUPPORTED_CURRENCY\",\n row: rowIndex,\n currency,\n });\n } else {\n this._warningEntries.push({\n code: \"NO_ECB_RATE\",\n row: rowIndex,\n currency,\n date: isoDate,\n });\n }\n continue;\n }\n totalEUR = Math.abs(totalLocal) / rate;\n fxRate = rate;\n }\n\n // --- Fees ---\n const rawFees = parseFloat(get(\"Transaction costs\"));\n const feesEUR = Math.abs(isNaN(rawFees) ? 0 : rawFees);\n\n // --- Remaining fields ---\n const pricePerUnit = parseFloat(get(\"Price\"));\n const product = get(\"Product\");\n\n transactions.push({\n isin,\n product,\n date: isoDate,\n type,\n quantity,\n pricePerUnit,\n currency,\n totalLocal,\n totalEUR,\n feesEUR,\n fxRate,\n });\n }\n\n return transactions;\n }\n\n get warnings(): string[] {\n return this._warningEntries.map(warningToEnglish);\n }\n\n get warningEntries(): WarningEntry[] {\n return this._warningEntries;\n }\n}\n","import type {\n Transaction,\n MatchedLot,\n GainsReport,\n LotMethod,\n} from \"../types.js\";\nimport { CalculationError } from \"../errors.js\";\n\ninterface Lot {\n date: string;\n quantity: number;\n pricePerUnitEUR: number;\n feesEUR: number;\n originalQty: number;\n fxRate?: number;\n}\n\nfunction roundHalfUp(x: number): number {\n return (Math.sign(x) Math.round(Math.abs(x) * 100)) / 100;\n}\n\nfunction inferTaxYear(transactions: Transaction[]): {\n year: number;\n multipleYears: boolean;\n} {\n const counts: Record<string, number> = {};\n for (const t of transactions) {\n const y = t.date.slice(0, 4);\n counts[y] = (counts[y] ?? 0) + 1;\n }\n const years = Object.keys(counts);\n if (years.length === 0)\n return { year: new Date().getFullYear(), multipleYears: false };\n const year = parseInt(\n years.reduce((a, b) => (counts[a] >= counts[b] ? a : b)),\n );\n return { year, multipleYears: years.length > 1 };\n}\n\nexport class Calculator {\n private readonly _transactions: Transaction[];\n private readonly _parseWarnings: string[];\n\n constructor(transactions: Transaction[], parseWarnings?: string[]) {\n this._transactions = transactions;\n this._parseWarnings = parseWarnings ?? [];\n }\n\n calculateGains(method: LotMethod): GainsReport {\n const warnings: string[] = [...this._parseWarnings];\n\n // 1. Sort ascending by date; BUY before SELL on same date\n const sorted = [...this._transactions].sort((a, b) => {\n if (a.date < b.date) return -1;\n if (a.date > b.date) return 1;\n // Same date: BUY before SELL\n if (a.type === \"BUY\" && b.type === \"SELL\") return -1;\n if (a.type === \"SELL\" && b.type === \"BUY\") return 1;\n return 0;\n });\n\n // 2. Tax year inference\n const { year: taxYear, multipleYears } = inferTaxYear(sorted);\n if (multipleYears) {\n warnings.push(\n \"CSV contains transactions from multiple years — filter to a single year for accurate reporting.\",\n );\n }\n\n // 3. Lot matching\n const openLots = new Map<string, Lot[]>();\n const matchedLots: MatchedLot[] = [];\n const ratesUsed: Record<string, number> = {};\n\n for (const tx of sorted) {\n // Collect rates used\n if (tx.fxRate !== undefined) {\n ratesUsed[`${tx.currency}:${tx.date}`] = tx.fxRate;\n }\n\n if (tx.type === \"BUY\") {\n const lot: Lot = {\n date: tx.date,\n quantity: tx.quantity,\n pricePerUnitEUR: tx.totalEUR / tx.quantity,\n feesEUR: tx.feesEUR,\n originalQty: tx.quantity,\n fxRate: tx.fxRate,\n };\n if (!openLots.has(tx.isin)) openLots.set(tx.isin, []);\n openLots.get(tx.isin)!.push(lot);\n } else {\n // SELL\n const lots = openLots.get(tx.isin);\n if (!lots \|\| lots.length === 0) {\n throw new CalculationError(tx.isin, tx.date);\n }\n\n const sellPricePerUnitEUR = tx.totalEUR / tx.quantity;\n let remainingSellQty = tx.quantity;\n\n while (remainingSellQty > 0) {\n if (!lots \|\| lots.length === 0) {\n throw new CalculationError(tx.isin, tx.date);\n }\n\n const lot = method === \"LIFO\" ? lots[lots.length - 1] : lots[0];\n const matchedQty = Math.min(lot.quantity, remainingSellQty);\n\n // Fee allocation\n const allocatedBuyFeesEUR =\n lot.feesEUR * (matchedQty / lot.originalQty);\n const allocatedSellFeesEUR = tx.feesEUR * (matchedQty / tx.quantity);\n\n const buyCostEUR =\n lot.pricePerUnitEUR * matchedQty + allocatedBuyFeesEUR;\n const sellProceedsEUR =\n sellPricePerUnitEUR * matchedQty - allocatedSellFeesEUR;\n const gainLossEUR = sellProceedsEUR - buyCostEUR;\n\n matchedLots.push({\n isin: tx.isin,\n product: tx.product,\n quantity: matchedQty,\n buyDate: lot.date,\n sellDate: tx.date,\n buyPriceEUR: lot.pricePerUnitEUR,\n sellPriceEUR: sellPricePerUnitEUR,\n buyCostEUR: roundHalfUp(buyCostEUR),\n sellProceedsEUR: roundHalfUp(sellProceedsEUR),\n gainLossEUR: roundHalfUp(gainLossEUR),\n buyFxRate: lot.fxRate,\n sellFxRate: tx.fxRate,\n });\n\n lot.quantity -= matchedQty;\n remainingSellQty -= matchedQty;\n\n if (lot.quantity <= 0) {\n if (method === \"LIFO\") {\n lots.pop();\n } else {\n lots.shift();\n }\n }\n }\n }\n }\n\n // 4. Aggregate\n let plusvalenze = 0;\n let minusvalenze = 0;\n for (const lot of matchedLots) {\n if (lot.gainLossEUR > 0) plusvalenze += lot.gainLossEUR;\n else minusvalenze += Math.abs(lot.gainLossEUR);\n }\n\n return {\n method,\n taxYear,\n plusvalenze: roundHalfUp(plusvalenze),\n minusvalenze: roundHalfUp(minusvalenze),\n netResult: roundHalfUp(plusvalenze - minusvalenze),\n lots: matchedLots,\n ratesUsed,\n warnings,\n generatedAt: new Date().toISOString(),\n };\n 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1	+ {"version":3,"sources":["../src/errors.ts","../src/rates/index.ts","../src/parser/warnings.ts","../src/parser/index.ts","../src/calculator/index.ts","../src/classifier/index.ts"],"sourcesContent":["export class ParseError extends Error {\n readonly code: \"INVALID_CSV\" \| \"MISSING_COLUMN\";\n readonly columnName?: string;\n\n constructor(code: \"INVALID_CSV\");\n constructor(code: \"MISSING_COLUMN\", columnName: string);\n constructor(code: ParseError[\"code\"], columnName?: string) {\n const msg =\n code === \"INVALID_CSV\"\n ? \"Invalid CSV: unable to parse\"\n : `Missing required column: ${columnName}`;\n super(msg);\n this.name = \"ParseError\";\n this.code = code;\n this.columnName = columnName;\n }\n}\n\nexport class CalculationError extends Error {\n readonly isin: string;\n readonly date: string;\n\n constructor(isin: string, date: string) {\n super(`No open lots for ISIN ${isin} on ${date}`);\n this.name = \"CalculationError\";\n this.isin = isin;\n this.date = date;\n }\n}\n\nexport class ClassificationError extends Error {\n readonly code:\n \| \"NETWORK_ERROR\"\n \| \"SIDECAR_NOT_FOUND\"\n \| \"SIDECAR_VERSION\"\n \| \"SIDECAR_MALFORMED\"\n \| \"WRITE_ERROR\";\n\n constructor(code: ClassificationError[\"code\"], message?: string) {\n super(\n message ??\n (code === \"SIDECAR_NOT_FOUND\"\n ? \"Sidecar file not found\"\n : code === \"SIDECAR_VERSION\"\n ? \"Sidecar version mismatch\"\n : code === \"SIDECAR_MALFORMED\"\n ? \"Sidecar file is malformed JSON\"\n : code === \"NETWORK_ERROR\"\n ? \"Network error contacting OpenFIGI\"\n : \"Failed to write sidecar file\"),\n );\n this.name = \"ClassificationError\";\n this.code = code;\n }\n}\n","import { fileURLToPath } from \"node:url\";\nimport * as path from \"node:path\";\nimport * as fs from \"node:fs\";\n\nexport type RatesSnapshot = Record<string, Record<string, number>>;\n\n// Load the bundled snapshot lazily; returns null if the file is absent (e.g. broken install)\nlet _bundled: RatesSnapshot \| null \| undefined = undefined;\n\nfunction getBundledSnapshot(): RatesSnapshot \| null {\n if (_bundled !== undefined) return _bundled;\n const __dirname = path.dirname(fileURLToPath(import.meta.url));\n const bundledPath = path.join(__dirname, \"../data/ecb-rates.json\");\n try {\n _bundled = JSON.parse(\n fs.readFileSync(bundledPath, \"utf8\"),\n ) as RatesSnapshot;\n } catch {\n _bundled = null;\n }\n return _bundled;\n}\n\nfunction getUserSnapshot(): RatesSnapshot \| null {\n const platform = process.platform;\n let configDir: string;\n if (platform === \"win32\") {\n configDir =\n process.env.APPDATA ??\n path.join(process.env.USERPROFILE ?? \"~\", \"AppData\", \"Roaming\");\n } else {\n configDir =\n process.env.XDG_CONFIG_HOME ??\n path.join(process.env.HOME ?? \"~\", \".config\");\n }\n const userPath = path.join(configDir, \"minus-tracker\", \"ecb-rates.json\");\n try {\n return JSON.parse(fs.readFileSync(userPath, \"utf8\")) as RatesSnapshot;\n } catch {\n return null;\n }\n}\n\nexport function getActiveSnapshot(): RatesSnapshot {\n const bundled = getBundledSnapshot();\n const user = getUserSnapshot();\n if (!bundled && !user) {\n throw new Error(\n \"No ECB rates snapshot available. Run `minus-tracker rates --update` to fetch rates.\",\n );\n }\n if (!bundled) return user!;\n if (!user) return bundled;\n // Merge: user entries override bundled for same date keys\n const merged: RatesSnapshot = {};\n for (const ccy of new Set([...Object.keys(bundled), ...Object.keys(user)])) {\n merged[ccy] = { ...(bundled[ccy] ?? {}), ...(user[ccy] ?? {}) };\n }\n return merged;\n}\n\nexport function isSnapshotStale(\n snapshot: RatesSnapshot,\n today?: string,\n): boolean {\n const todayStr = today ?? new Date().toISOString().slice(0, 10);\n let maxDate = \"0000-01-01\";\n for (const dates of Object.values(snapshot)) {\n for (const d of Object.keys(dates)) {\n if (d > maxDate) maxDate = d;\n }\n }\n if (maxDate === \"0000-01-01\") return true;\n const diffDays =\n (new Date(todayStr).getTime() - new Date(maxDate).getTime()) /\n (1000 * 60 * 60 * 24);\n return diffDays >= 7;\n}\n\nfunction subtractDays(isoDate: string, days: number): string {\n const d = new Date(isoDate + \"T00:00:00Z\");\n d.setUTCDate(d.getUTCDate() - days);\n return d.toISOString().slice(0, 10);\n}\n\n/*\n Look up ECB rate for a currency on a given date.\n * Returns 1.0 for EUR. Walks back up to 3 calendar days for weekend/holiday gaps.\n * Returns null if not found within the window.\n \n @param currency ISO 4217 currency code\n * @param date YYYY-MM-DD trade date\n * @param snapshot Optional override (used in tests to inject stub data)\n /\nexport function lookupRate(\n currency: string,\n date: string,\n snapshot?: RatesSnapshot,\n): number \| null {\n if (currency === \"EUR\") return 1.0;\n\n const s = snapshot ?? getActiveSnapshot();\n const currencyRates = s[currency];\n if (!currencyRates) return null; // unsupported currency\n\n for (let i = 0; i <= 3; i++) {\n const d = i === 0 ? date : subtractDays(date, i);\n if (currencyRates[d] !== undefined) {\n return currencyRates[d];\n }\n }\n return null;\n}\n","export type WarningEntry =\n \| { code: \"MISSING_ISIN\"; row: number }\n \| { code: \"UNSUPPORTED_CURRENCY\"; row: number; currency: string }\n \| { code: \"NO_ECB_RATE\"; row: number; currency: string; date: string }\n \| { code: \"QUANTITY_ZERO\"; row: number };\n\nexport function warningToEnglish(w: WarningEntry): string {\n switch (w.code) {\n case \"MISSING_ISIN\":\n return `Row ${w.row}: missing ISIN — skipped`;\n case \"UNSUPPORTED_CURRENCY\":\n return `Row ${w.row}: unsupported currency ${w.currency} — skipped`;\n case \"NO_ECB_RATE\":\n return `Row ${w.row}: no ECB rate for ${w.currency} on ${w.date} — skipped`;\n case \"QUANTITY_ZERO\":\n return `Row ${w.row}: quantity is 0 — skipped`;\n }\n}\n","import { Transaction } from \"../types.js\";\nimport { ParseError } from \"../errors.js\";\nimport {\n lookupRate,\n getActiveSnapshot,\n RatesSnapshot,\n} from \"../rates/index.js\";\nimport { WarningEntry, warningToEnglish } from \"./warnings.js\";\n\nconst REQUIRED_COLUMNS = [\n \"ISIN\",\n \"Quantity\",\n \"Price\",\n \"Date\",\n \"Local value\",\n \"Local value currency\",\n \"Transaction costs\",\n \"Transaction costs currency\",\n \"Product\",\n] as const;\n\n/\n Parse a single CSV line, respecting RFC-4180-style double-quote escaping.\n * Does not support embedded newlines in fields (not needed for DEGIRO exports).\n /\nfunction parseCSVRow(line: string): string[] {\n const fields: string[] = [];\n let i = 0;\n\n while (i <= line.length) {\n // End of line — stop (handles trailing comma by not emitting extra empty field)\n if (i === line.length) break;\n\n if (line[i] === '\"') {\n // Quoted field\n let field = \"\";\n i++; // skip opening quote\n while (i < line.length) {\n if (line[i] === '\"' && i + 1 < line.length && line[i + 1] === '\"') {\n // Escaped double-quote\n field += '\"';\n i += 2;\n } else if (line[i] === '\"') {\n i++; // skip closing quote\n break;\n } else {\n field += line[i++];\n }\n }\n fields.push(field);\n if (i < line.length && line[i] === \",\") i++; // skip delimiter\n } else {\n // Unquoted field\n const start = i;\n while (i < line.length && line[i] !== \",\") i++;\n fields.push(line.slice(start, i));\n if (i < line.length) i++; // skip delimiter\n }\n }\n\n return fields;\n}\n\n/\n Parse a full CSV string (CRLF or LF line endings) into a 2-D array of strings.\n /\nfunction parseCSV(input: string): string[][] {\n const normalized = input.replace(/\\r\\n/g, \"\\n\").replace(/\\r/g, \"\\n\");\n return normalized.split(\"\\n\").map(parseCSVRow);\n}\n\n/\n Convert a DEGIRO date \"DD-MM-YYYY\" to ISO format \"YYYY-MM-DD\".\n /\nfunction parseDate(ddmmyyyy: string): string {\n const [dd, mm, yyyy] = ddmmyyyy.split(\"-\");\n return `${yyyy}-${mm}-${dd}`;\n}\n\n/\n Parses a DEGIRO Transactions CSV export into normalised Transaction objects.\n \n Export from Activity → Transactions in the DEGIRO UI (not the Account Statement).\n * Supported currencies: EUR, USD, GBP, CHF. ECB historical rates are used for conversion.\n /\nexport class DEGIROParser {\n private _warningEntries: WarningEntry[] = [];\n private _snapshot?: RatesSnapshot;\n\n constructor(snapshot?: RatesSnapshot) {\n this._snapshot = snapshot;\n }\n\n /\n Parse a DEGIRO Transactions CSV export string.\n \n @param csv - Raw UTF-8 string from the DEGIRO Transactions export.\n * @returns Array of normalised Transaction objects. Empty if no data rows are found.\n * @throws {ParseError} code `\"INVALID_CSV\"` — malformed CSV or binary content.\n * @throws {ParseError} code `\"MISSING_COLUMN\"` (+ `columnName`) — required column absent.\n \n Rows with missing ISIN, unsupported currency, zero quantity, or no ECB rate within\n * 3 trading days are skipped silently. Inspect `parser.warnings` for details.\n /\n parse(csv: string): Transaction[] {\n this._warningEntries = [];\n\n // Binary content (null bytes) is not valid CSV\n if (typeof csv !== \"string\" \|\| csv.includes(\"\\x00\")) {\n throw new ParseError(\"INVALID_CSV\");\n }\n\n let rows: string[][];\n try {\n rows = parseCSV(csv);\n } catch {\n throw new ParseError(\"INVALID_CSV\");\n }\n\n if (rows.length === 0) {\n throw new ParseError(\"INVALID_CSV\");\n }\n\n // Build column-name → index map from the header row\n const header = rows[0];\n const colIndex: Record<string, number> = {};\n for (let i = 0; i < header.length; i++) {\n colIndex[header[i].trim()] = i;\n }\n\n // Validate that every required column is present\n for (const col of REQUIRED_COLUMNS) {\n if (colIndex[col] === undefined) {\n throw new ParseError(\"MISSING_COLUMN\", col);\n }\n }\n\n // Resolve the rates snapshot once for the whole parse run\n const snapshot: RatesSnapshot = this._snapshot ?? getActiveSnapshot();\n\n const transactions: Transaction[] = [];\n\n for (let r = 1; r < rows.length; r++) {\n const row = rows[r];\n // 1-indexed row number: header = 1, first data row = 2\n const rowIndex = r + 1;\n\n // Skip completely empty rows (including the trailing empty line after a\n // final newline, and rows that are all whitespace)\n if (row.every((cell) => cell.trim() === \"\")) continue;\n\n const get = (col: string): string => (row[colIndex[col]] ?? \"\").trim();\n\n // --- ISIN ---\n const isin = get(\"ISIN\");\n if (!isin) {\n this._warningEntries.push({ code: \"MISSING_ISIN\", row: rowIndex });\n continue;\n }\n\n // --- Quantity ---\n const rawQty = parseFloat(get(\"Quantity\"));\n if (isNaN(rawQty) \|\| rawQty === 0) {\n this._warningEntries.push({ code: \"QUANTITY_ZERO\", row: rowIndex });\n continue;\n }\n\n const type: \"BUY\" \| \"SELL\" = rawQty > 0 ? \"BUY\" : \"SELL\";\n const quantity = Math.abs(rawQty);\n\n // --- Date ---\n const isoDate = parseDate(get(\"Date\"));\n\n // --- Currency & FX ---\n const currency = get(\"Local value currency\");\n const rawTotalLocal = parseFloat(get(\"Local value\"));\n const totalLocal = isNaN(rawTotalLocal) ? 0 : rawTotalLocal;\n\n let totalEUR: number;\n let fxRate: number \| undefined;\n\n if (currency === \"EUR\") {\n totalEUR = Math.abs(totalLocal);\n fxRate = undefined;\n } else {\n const rate = lookupRate(currency, isoDate, snapshot);\n if (rate === null) {\n if (snapshot[currency] === undefined) {\n this._warningEntries.push({\n code: \"UNSUPPORTED_CURRENCY\",\n row: rowIndex,\n currency,\n });\n } else {\n this._warningEntries.push({\n code: \"NO_ECB_RATE\",\n row: rowIndex,\n currency,\n date: isoDate,\n });\n }\n continue;\n }\n totalEUR = Math.abs(totalLocal) / rate;\n fxRate = rate;\n }\n\n // --- Fees ---\n const rawFees = parseFloat(get(\"Transaction costs\"));\n const feesEUR = Math.abs(isNaN(rawFees) ? 0 : rawFees);\n\n // --- Remaining fields ---\n const pricePerUnit = parseFloat(get(\"Price\"));\n const product = get(\"Product\");\n\n transactions.push({\n isin,\n product,\n date: isoDate,\n type,\n quantity,\n pricePerUnit,\n currency,\n totalLocal,\n totalEUR,\n feesEUR,\n fxRate,\n });\n }\n\n return transactions;\n }\n\n get warnings(): string[] {\n return this._warningEntries.map(warningToEnglish);\n }\n\n get warningEntries(): WarningEntry[] {\n return this._warningEntries;\n }\n}\n","import type {\n Transaction,\n MatchedLot,\n GainsReport,\n LotMethod,\n CalculatorOptions,\n AssetClass,\n BucketAReport,\n BucketBReport,\n} from \"../types.js\";\nimport { CalculationError } from \"../errors.js\";\n\ninterface Lot {\n date: string;\n quantity: number;\n pricePerUnitEUR: number;\n feesEUR: number;\n originalQty: number;\n fxRate?: number;\n}\n\nfunction roundHalfUp(x: number): number {\n return (Math.sign(x) Math.round(Math.abs(x) * 100)) / 100;\n}\n\nfunction inferTaxYear(transactions: Transaction[]): {\n year: number;\n multipleYears: boolean;\n} {\n const counts: Record<string, number> = {};\n for (const t of transactions) {\n const y = t.date.slice(0, 4);\n counts[y] = (counts[y] ?? 0) + 1;\n }\n const years = Object.keys(counts);\n if (years.length === 0)\n return { year: new Date().getFullYear(), multipleYears: false };\n const year = parseInt(\n years.reduce((a, b) => (counts[a] >= counts[b] ? a : b)),\n );\n return { year, multipleYears: years.length > 1 };\n}\n\n/*\n Computes Italian capital gains and losses from a list of parsed transactions.\n \n Uses LIFO or FIFO lot matching and converts all amounts to EUR via ECB rates.\n /\nexport class Calculator {\n private readonly _transactions: Transaction[];\n private readonly _parseWarnings: string[];\n private readonly _options: CalculatorOptions;\n\n constructor(\n transactions: Transaction[],\n parseWarnings?: string[],\n options?: CalculatorOptions,\n ) {\n this._transactions = transactions;\n this._parseWarnings = parseWarnings ?? [];\n this._options = options ?? {};\n }\n\n /\n Run LIFO or FIFO lot-matching over the transaction list.\n \n @param method - `\"LIFO\"` or `\"FIFO\"`.\n * @returns GainsReport with `plusvalenze`, `minusvalenze`, `netResult`, per-lot breakdown,\n * ECB rates used, and any accumulated warnings.\n * @throws {CalculationError} when a SELL has no matching open buy lots.\n * `error.isin` and `error.date` identify the problematic transaction.\n /\n calculateGains(method: LotMethod): GainsReport {\n const warnings: string[] = [...this._parseWarnings];\n\n // 1. Sort ascending by date; BUY before SELL on same date\n const sorted = [...this._transactions].sort((a, b) => {\n if (a.date < b.date) return -1;\n if (a.date > b.date) return 1;\n // Same date: BUY before SELL\n if (a.type === \"BUY\" && b.type === \"SELL\") return -1;\n if (a.type === \"SELL\" && b.type === \"BUY\") return 1;\n return 0;\n });\n\n // 2. Tax year inference\n const { year: taxYear, multipleYears } = inferTaxYear(sorted);\n if (multipleYears) {\n warnings.push(\n \"CSV contains transactions from multiple years — filter to a single year for accurate reporting.\",\n );\n }\n\n // 3. Lot matching\n const openLots = new Map<string, Lot[]>();\n const matchedLots: MatchedLot[] = [];\n const ratesUsed: Record<string, number> = {};\n\n for (const tx of sorted) {\n // Collect rates used\n if (tx.fxRate !== undefined) {\n ratesUsed[`${tx.currency}:${tx.date}`] = tx.fxRate;\n }\n\n if (tx.type === \"BUY\") {\n const lot: Lot = {\n date: tx.date,\n quantity: tx.quantity,\n pricePerUnitEUR: tx.totalEUR / tx.quantity,\n feesEUR: tx.feesEUR,\n originalQty: tx.quantity,\n fxRate: tx.fxRate,\n };\n if (!openLots.has(tx.isin)) openLots.set(tx.isin, []);\n openLots.get(tx.isin)!.push(lot);\n } else {\n // SELL\n const lots = openLots.get(tx.isin);\n if (!lots \|\| lots.length === 0) {\n throw new CalculationError(tx.isin, tx.date);\n }\n\n const sellPricePerUnitEUR = tx.totalEUR / tx.quantity;\n let remainingSellQty = tx.quantity;\n\n while (remainingSellQty > 0) {\n if (!lots \|\| lots.length === 0) {\n throw new CalculationError(tx.isin, tx.date);\n }\n\n const lot = method === \"LIFO\" ? lots[lots.length - 1] : lots[0];\n const matchedQty = Math.min(lot.quantity, remainingSellQty);\n\n // Fee allocation\n const allocatedBuyFeesEUR =\n lot.feesEUR (matchedQty / lot.originalQty);\n const allocatedSellFeesEUR = tx.feesEUR * (matchedQty / tx.quantity);\n\n const buyCostEUR =\n lot.pricePerUnitEUR * matchedQty + allocatedBuyFeesEUR;\n const sellProceedsEUR =\n sellPricePerUnitEUR * matchedQty - allocatedSellFeesEUR;\n const gainLossEUR = sellProceedsEUR - buyCostEUR;\n\n matchedLots.push({\n isin: tx.isin,\n product: tx.product,\n quantity: matchedQty,\n buyDate: lot.date,\n sellDate: tx.date,\n buyPriceEUR: lot.pricePerUnitEUR,\n sellPriceEUR: sellPricePerUnitEUR,\n buyCostEUR: roundHalfUp(buyCostEUR),\n sellProceedsEUR: roundHalfUp(sellProceedsEUR),\n gainLossEUR: roundHalfUp(gainLossEUR),\n buyFxRate: lot.fxRate,\n sellFxRate: tx.fxRate,\n });\n\n lot.quantity -= matchedQty;\n remainingSellQty -= matchedQty;\n\n if (lot.quantity <= 0) {\n if (method === \"LIFO\") {\n lots.pop();\n } else {\n lots.shift();\n }\n }\n }\n }\n }\n\n // 4. Aggregate\n let plusvalenze = 0;\n let minusvalenze = 0;\n for (const lot of matchedLots) {\n if (lot.gainLossEUR > 0) plusvalenze += lot.gainLossEUR;\n else minusvalenze += Math.abs(lot.gainLossEUR);\n }\n\n // Two-bucket routing (only when classification map provided)\n if (this._options.classification) {\n const classification = this._options.classification;\n const unclassifiedIsins = new Set<string>();\n\n for (const lot of matchedLots) {\n const entry = classification[lot.isin];\n if (!entry) {\n lot.bucket = \"B\";\n unclassifiedIsins.add(lot.isin);\n } else if (entry.bucketGain === \"A\" && lot.gainLossEUR >= 0) {\n lot.bucket = \"A\";\n } else {\n lot.bucket = \"B\";\n }\n }\n\n for (const isin of unclassifiedIsins) {\n warnings.push(\n `ISIN ${isin} not found in classification map — assigned to Bucket B.`,\n );\n }\n\n // Bucket A computation\n const bucketALots = matchedLots.filter((l) => l.bucket === \"A\");\n const groupsByRate = new Map<\n number,\n { assetClasses: Set<string>; plusvalenze: number }\n >();\n for (const lot of bucketALots) {\n const entry = classification[lot.isin]!;\n const rate = entry.taxRate;\n if (!groupsByRate.has(rate))\n groupsByRate.set(rate, { assetClasses: new Set(), plusvalenze: 0 });\n const g = groupsByRate.get(rate)!;\n g.assetClasses.add(entry.assetClass);\n g.plusvalenze += lot.gainLossEUR;\n }\n const bucketAGroups = [...groupsByRate.entries()].map(([taxRate, g]) => ({\n taxRate,\n assetClasses: [...g.assetClasses] as AssetClass[],\n plusvalenze: roundHalfUp(g.plusvalenze),\n imposta: roundHalfUp(g.plusvalenze * taxRate),\n }));\n const bucketAReport: BucketAReport = {\n groups: bucketAGroups,\n totalImposta: roundHalfUp(\n bucketAGroups.reduce((s, g) => s + g.imposta, 0),\n ),\n };\n\n // Bucket B computation\n const bucketBLots = matchedLots.filter((l) => l.bucket === \"B\");\n let bPlusvalenze = 0;\n let bMinusvalenze = 0;\n for (const lot of bucketBLots) {\n if (lot.gainLossEUR >= 0) bPlusvalenze += lot.gainLossEUR;\n else bMinusvalenze += Math.abs(lot.gainLossEUR);\n }\n bPlusvalenze = roundHalfUp(bPlusvalenze);\n bMinusvalenze = roundHalfUp(bMinusvalenze);\n\n const carryForwards = [...(this._options.carryForward ?? [])].sort(\n (a, b) => a.year - b.year,\n );\n let remaining = bPlusvalenze - bMinusvalenze;\n let carryForwardApplied = 0;\n for (const entry of carryForwards) {\n if (taxYear - entry.year > 4) continue;\n if (remaining <= 0) break;\n const consumed = Math.min(entry.amount, remaining);\n carryForwardApplied += consumed;\n remaining -= consumed;\n }\n carryForwardApplied = roundHalfUp(carryForwardApplied);\n const bNetResult = roundHalfUp(\n bPlusvalenze - bMinusvalenze - carryForwardApplied,\n );\n const carryForwardRemaining = roundHalfUp(Math.max(0, -bNetResult));\n\n const bucketBReport: BucketBReport = {\n plusvalenze: bPlusvalenze,\n minusvalenze: bMinusvalenze,\n carryForwardApplied,\n carryForwardRemaining,\n netResult: bNetResult,\n };\n\n return {\n method,\n taxYear,\n plusvalenze: roundHalfUp(plusvalenze),\n minusvalenze: roundHalfUp(minusvalenze),\n netResult: roundHalfUp(plusvalenze - minusvalenze),\n lots: matchedLots,\n ratesUsed,\n warnings,\n generatedAt: new Date().toISOString(),\n bucketA: bucketAGroups.length > 0 ? bucketAReport : undefined,\n bucketB: bucketBReport,\n };\n } else {\n // Mixed-asset heuristic (no classification map)\n const allIsins = [...new Set(this._transactions.map((t) => t.isin))];\n const hasIePrefix = allIsins.some((isin) => isin.startsWith(\"IE\"));\n const hasOther = allIsins.some((isin) => !isin.startsWith(\"IE\"));\n if (hasIePrefix && hasOther) {\n warnings.push(\n \"AVVISO: CSV contiene tipi di strumenti misti (es. ETF + Azioni).\\n\" +\n \" Il calcolo a bucket unico può non essere fiscalmente corretto.\\n\" +\n \" Esegui: minus-tracker classify trades.csv\",\n );\n }\n }\n\n return {\n method,\n taxYear,\n plusvalenze: roundHalfUp(plusvalenze),\n minusvalenze: roundHalfUp(minusvalenze),\n netResult: roundHalfUp(plusvalenze - minusvalenze),\n lots: matchedLots,\n ratesUsed,\n warnings,\n generatedAt: new Date().toISOString(),\n };\n }\n}\n","import { ClassificationError } from \"../errors.js\";\nimport type {\n AssetClass,\n ClassificationEntry,\n ClassificationMap,\n Transaction,\n} from \"../types.js\";\nimport * as fs from \"node:fs\";\nimport * as https from \"node:https\";\n\ntype HttpPost = (\n url: string,\n body: string,\n timeoutMs: number,\n) => Promise<{ status: number; data: string }>;\n\nfunction httpsPost(\n url: string,\n body: string,\n timeoutMs: number,\n): Promise<{ status: number; data: string }> {\n return new Promise((resolve, reject) => {\n const u = new URL(url);\n const req = https.request(\n {\n hostname: u.hostname,\n path: u.pathname + u.search,\n method: \"POST\",\n headers: {\n \"Content-Type\": \"application/json\",\n \"Content-Length\": Buffer.byteLength(body),\n },\n },\n (res) => {\n let data = \"\";\n res.on(\"data\", (chunk) => {\n data += chunk;\n });\n res.on(\"end\", () => resolve({ status: res.statusCode ?? 0, data }));\n },\n );\n req.setTimeout(timeoutMs, () => {\n req.destroy();\n reject(new Error(\"timeout\"));\n });\n req.on(\"error\", reject);\n req.write(body);\n req.end();\n });\n}\n\nconst GOVT_BOND_WHITELIST = new Set([\n \"IT\",\n \"DE\",\n \"FR\",\n \"AT\",\n \"BE\",\n \"NL\",\n \"ES\",\n \"PT\",\n \"FI\",\n \"IE\",\n \"LU\",\n \"GR\",\n \"SK\",\n \"SI\",\n \"LT\",\n \"LV\",\n \"EE\",\n \"MT\",\n \"CY\",\n \"US\",\n \"GB\",\n \"CH\",\n \"NO\",\n \"SE\",\n \"DK\",\n \"JP\",\n \"CA\",\n \"AU\",\n \"NZ\",\n \"SG\",\n \"HK\",\n \"KR\",\n]);\n\ntype TypeMapping = {\n assetClass: AssetClass;\n bucketGain: \"A\" \| \"B\";\n bucketLoss: \"A\" \| \"B\";\n taxRate: number;\n whiteListed: boolean \| null;\n};\n\nconst SECURITY_TYPE_MAP: Record<string, TypeMapping> = {\n ETP: {\n assetClass: \"ETF\",\n bucketGain: \"A\",\n bucketLoss: \"B\",\n taxRate: 0.26,\n whiteListed: null,\n },\n ETF: {\n assetClass: \"ETF\",\n bucketGain: \"A\",\n bucketLoss: \"B\",\n taxRate: 0.26,\n whiteListed: null,\n },\n \"Mutual Fund\": {\n assetClass: \"ETF\",\n bucketGain: \"A\",\n bucketLoss: \"B\",\n taxRate: 0.26,\n whiteListed: null,\n },\n \"Open-End Fund\": {\n assetClass: \"ETF\",\n bucketGain: \"A\",\n bucketLoss: \"B\",\n taxRate: 0.26,\n whiteListed: null,\n },\n \"Common Stock\": {\n assetClass: \"Stock\",\n bucketGain: \"B\",\n bucketLoss: \"B\",\n taxRate: 0,\n whiteListed: null,\n },\n Equity: {\n assetClass: \"Stock\",\n bucketGain: \"B\",\n bucketLoss: \"B\",\n taxRate: 0,\n whiteListed: null,\n },\n \"Exchange Traded Commodity\": {\n assetClass: \"ETC\",\n bucketGain: \"B\",\n bucketLoss: \"B\",\n taxRate: 0,\n whiteListed: null,\n },\n \"Corporate Bond\": {\n assetClass: \"CorpBond\",\n bucketGain: \"B\",\n bucketLoss: \"B\",\n taxRate: 0,\n whiteListed: null,\n },\n Option: {\n assetClass: \"Derivative\",\n bucketGain: \"B\",\n bucketLoss: \"B\",\n taxRate: 0,\n whiteListed: null,\n },\n Future: {\n assetClass: \"Derivative\",\n bucketGain: \"B\",\n bucketLoss: \"B\",\n taxRate: 0,\n whiteListed: null,\n },\n Warrant: {\n assetClass: \"Derivative\",\n bucketGain: \"B\",\n bucketLoss: \"B\",\n taxRate: 0,\n whiteListed: null,\n },\n CFD: {\n assetClass: \"Derivative\",\n bucketGain: \"B\",\n bucketLoss: \"B\",\n taxRate: 0,\n whiteListed: null,\n },\n Swap: {\n assetClass: \"Derivative\",\n bucketGain: \"B\",\n bucketLoss: \"B\",\n taxRate: 0,\n whiteListed: null,\n },\n \"Leverage Certificate\": {\n assetClass: \"LeverageCert\",\n bucketGain: \"B\",\n bucketLoss: \"B\",\n taxRate: 0,\n whiteListed: null,\n },\n \"Turbo Certificate\": {\n assetClass: \"LeverageCert\",\n bucketGain: \"B\",\n bucketLoss: \"B\",\n taxRate: 0,\n whiteListed: null,\n },\n \"Capital Protected Certificate\": {\n assetClass: \"CapProtectedCert\",\n bucketGain: \"A\",\n bucketLoss: \"B\",\n taxRate: 0.26,\n whiteListed: null,\n },\n};\n\nfunction isKnownType(t: string): boolean {\n return t === \"Government Bond\" \|\| t in SECURITY_TYPE_MAP;\n}\n\nfunction classifyByType(\n isin: string,\n securityType: string,\n product: string,\n warnings: string[],\n): ClassificationEntry {\n if (securityType === \"Government Bond\") {\n const prefix = isin.slice(0, 2).toUpperCase();\n const whiteListed = GOVT_BOND_WHITELIST.has(prefix);\n return {\n product,\n assetClass: whiteListed ? \"GovtBondWL\" : \"GovtBondOther\",\n bucketGain: \"A\",\n bucketLoss: \"B\",\n taxRate: whiteListed ? 0.125 : 0.26,\n whiteListed,\n confirmedByUser: false,\n source: \"openfigi\",\n };\n }\n\n const mapped = SECURITY_TYPE_MAP[securityType];\n if (mapped) {\n return {\n product,\n assetClass: mapped.assetClass,\n bucketGain: mapped.bucketGain,\n bucketLoss: mapped.bucketLoss,\n taxRate: mapped.taxRate,\n whiteListed: mapped.whiteListed,\n confirmedByUser: false,\n source: \"openfigi\",\n };\n }\n\n // Unknown type — flag for manual review\n warnings.push(\n `Unrecognized type: ${securityType}. Please classify manually.`,\n );\n return {\n product,\n assetClass: \"Stock\",\n bucketGain: \"B\",\n bucketLoss: \"B\",\n taxRate: 0,\n whiteListed: null,\n confirmedByUser: false,\n source: \"user\",\n };\n}\n\ntype OpenFIGIItem = { securityType?: string; securityType2?: string };\ntype OpenFIGIResult = { data?: OpenFIGIItem[]; error?: string };\n\nexport class Classifier {\n private readonly interactive: boolean;\n\n constructor(options?: { interactive?: boolean }) {\n this.interactive = options?.interactive ?? true;\n }\n\n async load(sidecarPath: string): Promise<ClassificationMap> {\n if (!fs.existsSync(sidecarPath)) {\n throw new ClassificationError(\"SIDECAR_NOT_FOUND\");\n }\n\n let parsed: unknown;\n try {\n const raw = fs.readFileSync(sidecarPath, \"utf-8\");\n parsed = JSON.parse(raw);\n } catch {\n throw new ClassificationError(\"SIDECAR_MALFORMED\");\n }\n\n if (\n typeof parsed !== \"object\" \|\|\n parsed === null \|\|\n (parsed as Record<string, unknown>)[\"version\"] !== 1\n ) {\n throw new ClassificationError(\"SIDECAR_VERSION\");\n }\n\n return (parsed as { classifications: ClassificationMap }).classifications;\n }\n\n async classify(\n transactions: Transaction[],\n sidecarPath: string,\n _httpPost: HttpPost = httpsPost,\n ): Promise<ClassificationMap> {\n // 1. Deduplicate ISINs; track first product name seen per ISIN\n const isinToProduct = new Map<string, string>();\n for (const tx of transactions) {\n if (tx.isin && !isinToProduct.has(tx.isin)) {\n isinToProduct.set(tx.isin, tx.product);\n }\n }\n\n // 2. Load existing sidecar; separate confirmed from to-process\n const confirmed: ClassificationMap = {};\n\n if (fs.existsSync(sidecarPath)) {\n const existingMap = await this.load(sidecarPath);\n for (const [isin, entry] of Object.entries(existingMap)) {\n if (entry.confirmedByUser) {\n confirmed[isin] = entry;\n }\n }\n }\n\n // 3. ISINs that need (re-)processing: not user-confirmed\n const toProcess: string[] = [];\n for (const isin of isinToProduct.keys()) {\n if (!(isin in confirmed)) {\n toProcess.push(isin);\n }\n }\n\n // 4. Batch-query OpenFIGI\n const warnings: string[] = [];\n const newEntries: ClassificationMap = {};\n const BATCH_SIZE = 10;\n\n for (let i = 0; i < toProcess.length; i += BATCH_SIZE) {\n // Wait 6 s between consecutive batch requests\n if (i > 0) {\n await new Promise<void>((resolve) => setTimeout(resolve, 6000));\n }\n\n const batch = toProcess.slice(i, i + BATCH_SIZE);\n const requestBody = JSON.stringify(\n batch.map((isin) => ({ idType: \"ID_ISIN\", idValue: isin })),\n );\n\n let response: { status: number; data: string } \| null = null;\n\n // Try once; retry once on 5xx\n for (let attempt = 0; attempt < 2; attempt++) {\n try {\n const r = await _httpPost(\n \"https://api.openfigi.com/v3/mapping\",\n requestBody,\n 10_000,\n );\n if (r.status < 500) {\n response = r;\n break;\n }\n // 5xx — loop will retry once\n } catch {\n // Network-level error — no retry\n throw new ClassificationError(\"NETWORK_ERROR\");\n }\n }\n\n if (response === null) {\n throw new ClassificationError(\"NETWORK_ERROR\");\n }\n\n const results = JSON.parse(response.data) as OpenFIGIResult[];\n\n for (let j = 0; j < batch.length; j++) {\n const isin = batch[j]!;\n const result = results[j];\n const product = isinToProduct.get(isin) ?? isin;\n\n if (\n !result \|\|\n result.error \|\|\n !result.data \|\|\n result.data.length === 0\n ) {\n warnings.push(\n `Unrecognized type: unknown. Please classify manually.`,\n );\n newEntries[isin] = {\n product,\n assetClass: \"Stock\",\n bucketGain: \"B\",\n bucketLoss: \"B\",\n taxRate: 0,\n whiteListed: null,\n confirmedByUser: false,\n source: \"user\",\n };\n continue;\n }\n\n const st = result.data[0]?.securityType;\n const st2 = result.data[0]?.securityType2;\n\n // Prefer the type that resolves to a known mapping\n const typeToUse =\n st && isKnownType(st)\n ? st\n : st2 && isKnownType(st2)\n ? st2\n : (st ?? st2 ?? \"Unknown\");\n\n newEntries[isin] = classifyByType(isin, typeToUse, product, warnings);\n }\n }\n\n // 5. Merge: confirmed entries take precedence and remain untouched\n const mergedMap: ClassificationMap = { ...newEntries, ...confirmed };\n\n // 6. Write sidecar\n const sidecarContent = JSON.stringify(\n {\n version: 1,\n generatedAt: new Date().toISOString(),\n classifications: mergedMap,\n warnings,\n },\n null,\n 2,\n );\n\n try {\n fs.writeFileSync(sidecarPath, sidecarContent, \"utf-8\");\n } catch {\n throw new ClassificationError(\"WRITE_ERROR\");\n }\n\n return mergedMap;\n 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package/package.json CHANGED Viewed

@@ -1,6 +1,6 @@
 {
   "name": "@gabrielerandelli/minus-tracker",
-  "version": "0.5.7",
+  "version": "0.6.0",
   "description": "Italian capital-gains/loss calculator for the Regime Dichiarativo",
   "type": "module",
   "exports": {
@@ -28,6 +28,23 @@
     "vitest": "^2.0.0"
   },
   "license": "MIT",
+  "keywords": [
+    "capital-gains",
+    "plusvalenze",
+    "minusvalenze",
+    "regime-dichiarativo",
+    "degiro",
+    "tax",
+    "italy",
+    "csv",
+    "lifo",
+    "fifo",
+    "typescript"
+  ],
+  "homepage": "https://github.com/gabrielerandelli/minus-tracker#readme",
+  "bugs": {
+    "url": "https://github.com/gabrielerandelli/minus-tracker/issues"
+  },
   "engines": {
     "node": ">=24.0.0"
   },