@lerianstudio/matcher-mcp 5.0.0-beta.6 → 5.0.0-beta.60

package/dist/tools/dashboard/aggregates.js

@@ -1,7 +1,8 @@
 // `dashboard_aggregates` — curated GET /v1/reports/contexts/{contextId}/dashboard.
 //
-// The combined dashboard read: volume, match-rate, and SLA aggregates in one
-// payload (spec operationId getDashboardAggregates). Shares the family input
+// The combined dashboard read: volume, match-rate and SLA aggregates, plus the
+// unreconciled exposure split per currency, in one payload (spec operationId
+// getDashboardAggregates). Shares the family input
 // shape (contextId path + optional date_from/date_to/source_id query) and the
 // fail-closed relay. The report is implicitly tenant-scoped by the relayed
 // token; contextId is a routing path param and source_id a data filter — neither
@@ -16,7 +17,13 @@ export const dashboardAggregatesInputShape = dashboardQueryInputShape;
  */
 export function registerDashboardAggregatesTool(server) {
     server.registerTool('dashboard_aggregates', {
-        description: 'Get the combined dashboard aggregates (volume, match rate, and SLA) ' +
+        description: 'Get the combined dashboard aggregates (volume, match rate, SLA, and ' +
+            'unmatchedByCurrency: the unreconciled exposure split into one entry per ' +
+            'currency, each with amount and transactionCount, whose amounts sum to ' +
+            'volume.unmatchedAmount and whose counts sum to volume.unmatchedCount; ' +
+            'empty when no transaction in the window is UNMATCHED or ' +
+            'PENDING_REVIEW, and the only place the payload ' +
+            'names a currency, since volume.unmatchedAmount carries none) ' +
             'for a reconciliation context. Pass contextId (UUID path param — not a ' +
             'tenant field), and optionally date_from/date_to (YYYY-MM-DD; matcher ' +
             'defaults to the last ~30 days and SILENTLY EXCLUDES older data — for ' +

package/dist/tools/dashboard/aggregates.js.map

@@ -1 +1 @@
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package/dist/tools/exception/bulk-dispatch.js

@@ -9,6 +9,7 @@
 // tenant field; matcher scopes to the relayed token's tenant.
 import { z } from 'zod';
 import { DISPATCH_TARGET_SYSTEMS } from './dispatch.js';
+import { idempotencyKeyInputField } from '../../matcher/idempotency.js';
 import { dispatchException, EXCEPTIONS_BULK_DISPATCH_PATH } from './shared.js';
 /** Zod raw shape for `exception_bulk_dispatch` input — ids + target + optional queue. */
 export const bulkDispatchInputShape = {
@@ -26,10 +27,11 @@ export const bulkDispatchInputShape = {
         .max(255)
         .optional()
         .describe('Optional queue or team assignment (≤255, e.g. "RECON-TEAM").'),
+    idempotencyKey: idempotencyKeyInputField,
 };
 /**
  * Build the bulk-dispatch POST body, omitting the optional `queue` when unset so
- * the request stays minimal.
+ * the request stays minimal. The header-only `idempotencyKey` never enters it.
  */
 export function buildBulkDispatchBody(args) {
     const body = {
@@ -54,13 +56,18 @@ export function registerExceptionBulkDispatchTool(server) {
             '(JIRA|SERVICENOW|WEBHOOK|MANUAL), and optionally a ' +
             'queue/team (≤255). Partial success is supported — the response reports ' +
             'per-exception successes and failures. No tenant field is accepted. Errors ' +
-            'surface as structured RFC 9457 problems.',
+            'surface as structured RFC 9457 problems. This call is idempotent: an ' +
+            'identical retry replays the recorded answer instead of dispatching the ' +
+            'same exceptions a second time.',
         inputSchema: bulkDispatchInputShape,
     }, async (args, extra) => {
         return dispatchException({
             method: 'POST',
             path: EXCEPTIONS_BULK_DISPATCH_PATH,
             body: buildBulkDispatchBody(args),
+            ...(args.idempotencyKey !== undefined
+                ? { idempotencyKey: args.idempotencyKey }
+                : {}),
         }, extra);
     });
 }

package/dist/tools/exception/bulk-dispatch.js.map

@@ -1 +1 @@
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package/dist/tools/exception/dispatch.js

@@ -6,6 +6,7 @@
 // string) plus an optional queue/team. exceptionId is a path param; no tenant
 // field is accepted.
 import { z } from 'zod';
+import { idempotencyKeyInputField } from '../../matcher/idempotency.js';
 import { dispatchException, exceptionDispatchPath } from './shared.js';
 /** External target systems a single exception can be dispatched to (closed enum per spec). */
 export const DISPATCH_TARGET_SYSTEMS = [
@@ -28,10 +29,12 @@ export const dispatchExceptionInputShape = {
         .max(255)
         .optional()
         .describe('Optional queue or team assignment (e.g. "RECON-TEAM").'),
+    idempotencyKey: idempotencyKeyInputField,
 };
 /**
- * Build the POST body from the input minus the path-only `exceptionId`, omitting
- * the optional `queue` when unset so the request stays minimal.
+ * Build the POST body from the input minus the path-only `exceptionId` and the
+ * header-only `idempotencyKey`, omitting the optional `queue` when unset so the
+ * request stays minimal.
  */
 export function buildDispatchBody(args) {
     const body = { targetSystem: args.targetSystem };
@@ -51,13 +54,17 @@ export function registerExceptionDispatchTool(server) {
             'Provide exceptionId (UUID path param), targetSystem ' +
             '(JIRA|SERVICENOW|WEBHOOK|MANUAL), and optionally a queue/team. No tenant ' +
             'field is accepted. Returns the dispatch acknowledgement, or a structured ' +
-            'RFC 9457 error.',
+            'RFC 9457 error. This call is idempotent: an identical retry replays the ' +
+            'recorded answer instead of opening a second ticket.',
         inputSchema: dispatchExceptionInputShape,
     }, async (args, extra) => {
         return dispatchException({
             method: 'POST',
             path: exceptionDispatchPath(args.exceptionId),
             body: buildDispatchBody(args),
+            ...(args.idempotencyKey !== undefined
+                ? { idempotencyKey: args.idempotencyKey }
+                : {}),
         }, extra);
     });
 }

package/dist/tools/exception/dispatch.js.map

@@ -1 +1 @@
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package/dist/tools/exception/list.js

@@ -10,7 +10,7 @@
 import { z } from 'zod';
 import { dispatchException, EXCEPTIONS_PATH } from './shared.js';
 /** Lifecycle states an exception can be filtered by (matcher's queue states). */
-export const EXCEPTION_STATUSES = ['OPEN', 'ASSIGNED', 'RESOLVED'];
+export const EXCEPTION_STATUSES = ['OPEN', 'ASSIGNED', 'PENDING_RESOLUTION', 'RESOLVED'];
 /** Severity buckets an exception can be filtered by. */
 export const EXCEPTION_SEVERITIES = ['LOW', 'MEDIUM', 'HIGH', 'CRITICAL'];
 /** The reason an exception was raised (the matching defect that produced it). */
@@ -51,7 +51,7 @@ export const listExceptionsInputShape = {
     status: z
         .enum(EXCEPTION_STATUSES)
         .optional()
-        .describe('Filter by lifecycle status (OPEN|ASSIGNED|RESOLVED).'),
+        .describe('Filter by lifecycle status (OPEN|ASSIGNED|PENDING_RESOLUTION|RESOLVED).'),
     severity: z
         .enum(EXCEPTION_SEVERITIES)
         .optional()
@@ -159,7 +159,7 @@ export function buildListQuery(args) {
 export function registerExceptionListTool(server) {
     server.registerTool('exception_list', {
         description: 'List reconciliation exceptions (cursor-paginated). Optional filters: ' +
-            'contextId (UUID — not a tenant field), status (OPEN|ASSIGNED|RESOLVED), ' +
+            'contextId (UUID — not a tenant field), status (OPEN|ASSIGNED|PENDING_RESOLUTION|RESOLVED), ' +
             'severity (LOW|MEDIUM|HIGH|CRITICAL), reason (e.g. UNMATCHED, ' +
             'FEE_VARIANCE), assigned_to, external_system, date_from/date_to (RFC ' +
             '3339), plus sort_by/sort_order and limit (1–200)/cursor. The response ' +

package/dist/tools/exception/list.js.map

@@ -1 +1 @@
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+{"version":3,"file":"list.js","sourceRoot":"","sources":["../../../src/tools/exception/list.ts"],"names":[],"mappings":"AAAA,iDAAiD;AACjD,EAAE;AACF,4EAA4E;AAC5E,4EAA4E;AAC5E,gFAAgF;AAChF,yEAAyE;AACzE,4EAA4E;AAC5E,gFAAgF;AAChF,4EAA4E;AAE5E,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAA;AAKvB,OAAO,EAAE,iBAAiB,EAAE,eAAe,EAAE,MAAM,aAAa,CAAA;AAEhE,iFAAiF;AACjF,MAAM,CAAC,MAAM,kBAAkB,GAAG,CAAC,MAAM,EAAE,UAAU,EAAE,oBAAoB,EAAE,UAAU,CAAU,CAAA;AAEjG,wDAAwD;AACxD,MAAM,CAAC,MAAM,oBAAoB,GAAG,CAAC,KAAK,EAAE,QAAQ,EAAE,MAAM,EAAE,UAAU,CAAU,CAAA;AAElF,iFAAiF;AACjF,MAAM,CAAC,MAAM,iBAAiB,GAAG;IAC/B,WAAW;IACX,qBAAqB;IACrB,qBAAqB;IACrB,uBAAuB;IACvB,kBAAkB;IAClB,mBAAmB;IACnB,iBAAiB;IACjB,uBAAuB;IACvB,cAAc;IACd,kBAAkB;IAClB,uBAAuB;IACvB,kBAAkB;IAClB,YAAY;IACZ,cAAc;CACN,CAAA;AAEV,0FAA0F;AAC1F,MAAM,CAAC,MAAM,iBAAiB,GAAG;IAC/B,IAAI;IACJ,YAAY;IACZ,YAAY;IACZ,UAAU;IACV,QAAQ;CACA,CAAA;AAEV,0DAA0D;AAC1D,MAAM,CAAC,MAAM,oBAAoB,GAAG,CAAC,KAAK,EAAE,MAAM,CAAU,CAAA;AAE5D,8EAA8E;AAC9E,MAAM,CAAC,MAAM,wBAAwB,GAAG;IACtC,SAAS,EAAE,CAAC;SACT,MAAM,EAAE;SACR,GAAG,CAAC,CAAC,CAAC;SACN,QAAQ,EAAE;SACV,QAAQ,CACP,oEAAoE;QAClE,qDAAqD,CACxD;IACH,MAAM,EAAE,CAAC;SACN,IAAI,CAAC,kBAAkB,CAAC;SACxB,QAAQ,EAAE;SACV,QAAQ,CAAC,yEAAyE,CAAC;IACtF,QAAQ,EAAE,CAAC;SACR,IAAI,CAAC,oBAAoB,CAAC;SAC1B,QAAQ,EAAE;SACV,QAAQ,CAAC,gDAAgD,CAAC;IAC7D,MAAM,EAAE,CAAC;QACP,6EAA6E;QAC7E,qEAAqE;QACrE,4EAA4E;QAC5E,6EAA6E;QAC7E,6EAA6E;QAC7E,qEAAqE;SACpE,MAAM,EAAE;SACR,QAAQ,EAAE;SACV,QAAQ,CACP,wEAAwE;QACtE,sEAAsE;QACtE,4CAA4C;QAC5C,iBAAiB,CAAC,IAAI,CAAC,IAAI,CAAC;QAC5B,GAAG,CACN;IACH,WAAW,EAAE,CAAC;SACX,MAAM,EAAE;SACR,QAAQ,EAAE;SACV,QAAQ,CAAC,oDAAoD,CAAC;IACjE,eAAe,EAAE,CAAC;SACf,MAAM,EAAE;SACR,QAAQ,EAAE;SACV,QAAQ,CAAC,0EAA0E,CAAC;IACvF,SAAS,EAAE,CAAC;SACT,MAAM,EAAE;SACR,QAAQ,EAAE;SACV,QAAQ,CAAC,+EAA+E,CAAC;IAC5F,OAAO,EAAE,CAAC;SACP,MAAM,EAAE;SACR,QAAQ,EAAE;SACV,QAAQ,CAAC,+EAA+E,CAAC;IAC5F,MAAM,EAAE,CAAC;SACN,MAAM,EAAE;SACR,QAAQ,EAAE;SACV,QAAQ,CACP,mEAAmE;QACjE,qEAAqE;QACrE,qEAAqE;QACrE,oCAAoC,CACvC;IACH,KAAK,EAAE,CAAC;SACL,MAAM,EAAE;SACR,GAAG,EAAE;SACL,GAAG,CAAC,CAAC,CAAC;SACN,GAAG,CAAC,GAAG,CAAC;SACR,QAAQ,EAAE;SACV,QAAQ,CAAC,0DAA0D,CAAC;IACvE,OAAO,EAAE,CAAC;SACP,IAAI,CAAC,iBAAiB,CAAC;SACvB,QAAQ,EAAE;SACV,QAAQ,CACP,wEAAwE;QACtE,0EAA0E,CAC7E;IACH,UAAU,EAAE,CAAC;SACV,IAAI,CAAC,oBAAoB,CAAC;SAC1B,QAAQ,EAAE;SACV,QAAQ,CAAC,gEAAgE,CAAC;CAC9E,CAAA;AAOD,+EAA+E;AAC/E,MAAM,UAAU,cAAc,CAC5B,IAAyB;IAEzB,MAAM,KAAK,GAAoC,EAAE,CAAA;IACjD,IAAI,IAAI,CAAC,SAAS,KAAK,SAAS,EAAE,CAAC;QACjC,KAAK,CAAC,SAAS,GAAG,IAAI,CAAC,SAAS,CAAA;IAClC,CAAC;IACD,IAAI,IAAI,CAAC,MAAM,KAAK,SAAS,EAAE,CAAC;QAC9B,KAAK,CAAC,MAAM,GAAG,IAAI,CAAC,MAAM,CAAA;IAC5B,CAAC;IACD,IAAI,IAAI,CAAC,QAAQ,KAAK,SAAS,EAAE,CAAC;QAChC,KAAK,CAAC,QAAQ,GAAG,IAAI,CAAC,QAAQ,CAAA;IAChC,CAAC;IACD,IAAI,IAAI,CAAC,MAAM,KAAK,SAAS,EAAE,CAAC;QAC9B,KAAK,CAAC,MAAM,GAAG,IAAI,CAAC,MAAM,CAAA;IAC5B,CAAC;IACD,IAAI,IAAI,CAAC,WAAW,KAAK,SAAS,EAAE,CAAC;QACnC,KAAK,CAAC,WAAW,GAAG,IAAI,CAAC,WAAW,CAAA;IACtC,CAAC;IACD,IAAI,IAAI,CAAC,eAAe,KAAK,SAAS,EAAE,CAAC;QACvC,KAAK,CAAC,eAAe,GAAG,IAAI,CAAC,eAAe,CAAA;IAC9C,CAAC;IACD,IAAI,IAAI,CAAC,SAAS,KAAK,SAAS,EAAE,CAAC;QACjC,KAAK,CAAC,SAAS,GAAG,IAAI,CAAC,SAAS,CAAA;IAClC,CAAC;IACD,IAAI,IAAI,CAAC,OAAO,KAAK,SAAS,EAAE,CAAC;QAC/B,KAAK,CAAC,OAAO,GAAG,IAAI,CAAC,OAAO,CAAA;IAC9B,CAAC;IACD,IAAI,IAAI,CAAC,MAAM,KAAK,SAAS,EAAE,CAAC;QAC9B,KAAK,CAAC,MAAM,GAAG,IAAI,CAAC,MAAM,CAAA;IAC5B,CAAC;IACD,IAAI,IAAI,CAAC,KAAK,KAAK,SAAS,EAAE,CAAC;QAC7B,KAAK,CAAC,KAAK,GAAG,IAAI,CAAC,KAAK,CAAA;IAC1B,CAAC;IACD,IAAI,IAAI,CAAC,OAAO,KAAK,SAAS,EAAE,CAAC;QAC/B,KAAK,CAAC,OAAO,GAAG,IAAI,CAAC,OAAO,CAAA;IAC9B,CAAC;IACD,IAAI,IAAI,CAAC,UAAU,KAAK,SAAS,EAAE,CAAC;QAClC,KAAK,CAAC,UAAU,GAAG,IAAI,CAAC,UAAU,CAAA;IACpC,CAAC;IACD,OAAO,MAAM,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC,MAAM,GAAG,CAAC,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC,SAAS,CAAA;AAC1D,CAAC;AAED;;;;GAIG;AACH,MAAM,UAAU,yBAAyB,CAAC,MAAiB;IACzD,MAAM,CAAC,YAAY,CACjB,gBAAgB,EAChB;QACE,WAAW,EACT,uEAAuE;YACvE,6FAA6F;YAC7F,+DAA+D;YAC/D,sEAAsE;YACtE,wEAAwE;YACxE,2EAA2E;YAC3E,8EAA8E;QAChF,WAAW,EAAE,wBAAwB;KACtC,EACD,KAAK,EAAE,IAAI,EAAE,KAAK,EAAE,EAAE;QACpB,MAAM,KAAK,GAAG,cAAc,CAAC,IAAI,CAAC,CAAA;QAClC,OAAO,iBAAiB,CACtB;YACE,MAAM,EAAE,KAAK;YACb,IAAI,EAAE,eAAe;YACrB,GAAG,CAAC,KAAK,KAAK,SAAS,CAAC,CAAC,CAAC,EAAE,KAAK,EAAE,CAAC,CAAC,CAAC,EAAE,CAAC;SAC1C,EACD,KAAK,CACN,CAAA;IACH,CAAC,CACF,CAAA;AACH,CAAC"}

package/dist/tools/exception/shared.js

@@ -59,6 +59,11 @@ export const EXCEPTIONS_BULK_ASSIGN_PATH = `${EXCEPTIONS_PATH}/bulk/assign`;
 export const EXCEPTIONS_BULK_RESOLVE_PATH = `${EXCEPTIONS_PATH}/bulk/resolve`;
 /** Bulk-dispatch action across many exceptions. */
 export const EXCEPTIONS_BULK_DISPATCH_PATH = `${EXCEPTIONS_PATH}/bulk/dispatch`;
+// The DEFAULT idempotency key for both dispatch routes is stamped by the
+// transport (`src/matcher/idempotency.ts`), not here: the generic `matcher_invoke`
+// can dispatch too, and keying only these two tools would leave that surface
+// duplicating tickets. These tools only expose the OVERRIDE lane
+// (`idempotencyKeyInputField`) for a deliberate second dispatch.
 /**
  * Run one assembled request through the relay: fail-closed auth, dispatch, and
  * RFC 9457 → tool-error mapping — identical to the generic invoke's dispatch so

package/dist/tools/exception/shared.js.map

@@ -1 +1 @@
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package/dist/tools/fee-schedule/create.js

@@ -61,7 +61,11 @@ export const feeScheduleItemShape = z
         '{"expression":"gross - desconto + multa + juros_dia * ' +
         'days_late(due_date, pay_date)"} — a bounded formula over metadata ' +
         'fields (operators + - * /, parentheses, and functions days_late, ' +
-        'days_between, max, min, abs, clamp).'),
+        'days_between, max, min, abs, clamp). A formula that is only the ' +
+        'base amount times numeric literals IS a percentage rate and ' +
+        'carries the same 0..1 bound: gross * 0.029 charges 2.9% and is ' +
+        'accepted, gross * 2.9 charges 290% and is refused. Any other ' +
+        'formula is outside that subset and is deliberately unbounded.'),
 })
     .describe('A single fee item making up the schedule.');
 /** Zod raw shape for `fee_schedule_create` input — mirrors CreateFeeScheduleRequest. */

package/dist/tools/fee-schedule/create.js.map

@@ -1 +1 @@
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package/dist/tools/generic/invoke.js

@@ -39,6 +39,7 @@ import { Ajv2020 } from 'ajv/dist/2020.js';
 import { z } from 'zod';
 import { requireMatcherClient, UnauthenticatedError, } from '../../auth/request-token.js';
 import { MatcherApiError, } from '../../matcher/client.js';
+import { idempotencyKeyInputField } from '../../matcher/idempotency.js';
 import { closestOperationIds, nonJsonBodyGuidance } from './describe-operation.js';
 import { isMatcherApiError, toToolError } from '../tool-error.js';
 /** Keys that would let a caller assert a tenant — categorically forbidden. */
@@ -302,6 +303,13 @@ export class Invoker {
             path,
             ...(input.query !== undefined ? { query: input.query } : {}),
             ...(body !== undefined ? { body } : {}),
+            // The DEFAULT key for a dispatch is stamped by the transport, so this
+            // generic surface is covered without knowing which operations dispatch.
+            // Passing a key here is the caller's deliberate override — how a second
+            // dispatch gets past a held refusal.
+            ...(input.idempotencyKey !== undefined
+                ? { idempotencyKey: input.idempotencyKey }
+                : {}),
         };
     }
 }
@@ -356,6 +364,7 @@ export const invokeInputShape = {
         .describe('JSON request body. Validated against the operation’s request-body ' +
         'schema before sending; on failure the validation errors are returned ' +
         'and no request is made. A tenant key is rejected.'),
+    idempotencyKey: idempotencyKeyInputField,
 };
 /**
  * Run an already-assembled request through the relay: fail-closed auth, dispatch,
@@ -417,6 +426,9 @@ export function registerInvokeTool(server, index) {
                 ...(args.pathParams !== undefined ? { pathParams: args.pathParams } : {}),
                 ...(args.query !== undefined ? { query: args.query } : {}),
                 ...(args.body !== undefined ? { body: args.body } : {}),
+                ...(args.idempotencyKey !== undefined
+                    ? { idempotencyKey: args.idempotencyKey }
+                    : {}),
             });
         }
         catch (err) {

package/dist/tools/generic/invoke.js.map

@@ -1 +1 @@
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package/dist/tools/ingestion/upload-begin.js

@@ -86,8 +86,11 @@ export function registerIngestionUploadBeginTool(server) {
                 '" then file=@<your-local-file>.',
             '4. On success matcher returns 202 with a jobId. POLL ingestion_job_get ' +
                 '(with this contextId and that jobId) to watch status. COMPLETED and ' +
-                'FAILED are terminal; on FAILED read the `diagnosis` field for the ' +
-                'reason.',
+                'FAILED are terminal. ALWAYS read the `diagnosis` field when present, ' +
+                'on either terminal status: on FAILED it is the reason, and on ' +
+                'COMPLETED — including a job with zero failed rows — it is a ' +
+                'file-level note the operator must act on, such as a settlement ' +
+                're-join that fell back to degraded attribution.',
             '5. SIZE CAP: the streaming route is governed by the operator-' +
                 'configured runtime key ingestion.max_upload_bytes (default ~1 GiB; ' +
                 'range 1 MiB–8 GiB). It counts the TOTAL request body — every part, ' +

package/dist/tools/ingestion/upload-begin.js.map

@@ -1 +1 @@
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package/dist/tools/source/create.js

@@ -22,6 +22,142 @@ export const SOURCE_TYPES = [
 ];
 /** Matching side this source feeds — the two sides reconciled against each other. */
 export const SOURCE_SIDES = ['LEFT', 'RIGHT'];
+// --- Reserved `config` vocabularies -----------------------------------------
+//
+// CLOSED, SLOW-MOVING ALGEBRAS, so they are modeled as closed Zod enums per the
+// enum policy (docs/enum-policy.md): a file encoding, a CSV delimiter, an ISO
+// 20022 element choice and a duplicate-collision strategy do not grow with the
+// connector roadmap. Each set is the one the OpenAPI contract publishes, which
+// the Go domain builds from its own vocabulary slices — so the parity gate keeps
+// these honest rather than a comment promising it.
+/** File character encoding. Default utf-8. */
+export const DIALECT_ENCODINGS = [
+    'utf-8',
+    'utf-8-sig',
+    'cp1252',
+    'iso-8859-1',
+];
+/** CSV field separator. Default comma. */
+export const DIALECT_DELIMITERS = ['comma', 'semicolon', 'tab', 'pipe'];
+/** Amount decimal convention: dot is 1234.56, comma is 1.234,56. Default dot. */
+export const DIALECT_DECIMAL_STYLES = ['dot', 'comma'];
+/** Date convention. Default iso. */
+export const DIALECT_DATE_STYLES = ['iso', 'iso_offset', 'dmy', 'mdy'];
+/**
+ * What happens to a row repeating the duplicate key. The default first, and all
+ * three offered with EQUAL WEIGHT: the tool adds no confirmation field, no second
+ * step and no extra permission around KEEP_FIRST. Describing what each one does
+ * is the tool's whole product; the enum's only job is refusing a fourth value
+ * before it costs a round trip.
+ */
+export const DUPLICATE_POLICIES = [
+    'FLAG_AS_EXCEPTION',
+    'KEEP_FIRST',
+    'REJECT',
+];
+/** The canonical field-map names a duplicate key may be built from. */
+export const DUPLICATE_KEY_FIELDS = [
+    'external_id',
+    'amount',
+    'currency',
+    'date',
+    'description',
+    'fee_amount',
+    'fee_currency',
+];
+/** What happens to a row whose mapped external id is blank. Default REJECT. */
+export const BLANK_EXTERNAL_ID_POLICIES = ['REJECT', 'NEEDS_REVIEW'];
+/** camt.053 entry-date element. Default booking. */
+export const CAMT053_DATE_BASES = ['booking', 'valuation'];
+/** camt.053 entry-reference element. Default ntry_ref. */
+export const CAMT053_EXTERNAL_ID_SOURCES = [
+    'ntry_ref',
+    'end_to_end_id',
+    'tx_id',
+];
+/**
+ * The source `config` object.
+ *
+ * `.passthrough()` is load-bearing, not laziness: the object stays OPEN because a
+ * source pulling from an aggregator or a fetcher carries connector keys nobody
+ * enumerates here (connection_config_name above all), and the contract keeps it
+ * open too. What the seven reserved keys buy is a local refusal — an operator
+ * driving this tool blind is told "DISCARD is not a duplicate policy" here rather
+ * than after a round trip.
+ *
+ * duplicate_key_changed_at is DELIBERATELY ABSENT from the seven, and the open
+ * object still accepts it. Not offering it is the whole signal: matcher stamps the
+ * key itself and discards a client-sent value, so nothing is gained by refusing it
+ * here — and something is lost. The key is published on RESPONSES, so an assistant
+ * that reads a source and sends the object back carries the stamp it was handed,
+ * and a local refusal would fail a payload the server accepts over a value the
+ * assistant never authored.
+ */
+export const sourceConfigSchema = z
+    .object({
+    dialect: z
+        .object({
+        encoding: z.enum(DIALECT_ENCODINGS).optional(),
+        delimiter: z.enum(DIALECT_DELIMITERS).optional(),
+        decimal_style: z.enum(DIALECT_DECIMAL_STYLES).optional(),
+        date_style: z.enum(DIALECT_DATE_STYLES).optional(),
+    })
+        .optional()
+        .describe("How this source's delimited files are encoded and formatted. " +
+        'Declaration-driven only — there is no auto-detection. An absent object, ' +
+        'or an absent sub-key, keeps the defaults (utf-8, comma, dot, iso).'),
+    duplicate_policy: z
+        .enum(DUPLICATE_POLICIES)
+        .optional()
+        .describe("What happens to a row that repeats this source's duplicate key. " +
+        'FLAG_AS_EXCEPTION (the default when the key is absent) keeps the repeat ' +
+        'out of the import and raises a duplicate exception on the row it ' +
+        'repeated. KEEP_FIRST drops the repeat and raises nothing, so the ' +
+        'collision leaves no trace anyone can act on. REJECT counts the repeat ' +
+        'as an import error.'),
+    duplicate_key: z
+        .array(z.enum(DUPLICATE_KEY_FIELDS))
+        .min(1)
+        .optional()
+        .describe('The ordered list of mapped fields that make two rows the same row. Omit ' +
+        'it and rows are deduplicated on external_id alone. A component this ' +
+        "source's field map does not fill is refused, because a key over an " +
+        'always-empty field makes every row a duplicate of every other. A source ' +
+        'bound to an aggregator connection (reserved key connection_config_name) ' +
+        'cannot carry a key of its own — the aggregator retracts a movement by ' +
+        'naming its external id, so that id has to stay the row identity, and a ' +
+        'config holding both is refused in either direction. Editing this list ' +
+        'governs later imports only: rows already imported keep the key they were ' +
+        'deduplicated under.'),
+    blank_external_id: z
+        .enum(BLANK_EXTERNAL_ID_POLICIES)
+        .optional()
+        .describe('What happens to a row whose mapped external id is blank. REJECT (the ' +
+        'default) fails the row. NEEDS_REVIEW imports it under a synthetic ' +
+        'reference with status PENDING_REVIEW, so a blank reference becomes a ' +
+        'reviewable import instead of an import failure.'),
+    camt053: z
+        .object({
+        date_basis: z.enum(CAMT053_DATE_BASES).optional(),
+        external_id_source: z.enum(CAMT053_EXTERNAL_ID_SOURCES).optional(),
+    })
+        .optional()
+        .describe("How this source's camt.053 files map onto the canonical fields; every " +
+        'other field is fixed by ISO 20022 itself. date_basis picks the entry ' +
+        'date (booking = BookgDt/Dt, valuation = ValDt/Dt); external_id_source ' +
+        'picks the reference (ntry_ref = NtryRef, end_to_end_id and tx_id read ' +
+        'NtryDtls/TxDtls/Refs). Absent keeps the ISO defaults (booking, ntry_ref).'),
+    fail_on_error_rate_percent: z
+        .number()
+        .int()
+        .min(1)
+        .max(99)
+        .optional()
+        .describe('Fail the whole import when the percentage of failed rows exceeds this ' +
+        'whole number. Absent means never auto-fail. The ceiling is 99, not 100: ' +
+        'the comparison is strict, so 100 could never fire.'),
+})
+    .passthrough();
 /** Zod raw shape for `source_create` input — mirrors CreateSourceRequest. */
 export const createSourceInputShape = {
     contextId: z
@@ -44,26 +180,13 @@ export const createSourceInputShape = {
         .enum(SOURCE_SIDES)
         .describe('Matching side this source feeds. LEFT and RIGHT are the two sides ' +
         'reconciled against each other.'),
-    config: z
-        .record(z.string(), z.unknown())
+    config: sourceConfigSchema
         .optional()
         .describe('Source-specific configuration object (connection and parsing settings). ' +
-        'Optional; defaults to an empty object server-side when omitted. Its ' +
-        'shape depends on the source type and is validated server-side. ' +
-        'Reserved key duplicate_key: the ordered list of mapped fields that ' +
-        'make two rows the same row (any of external_id, amount, currency, ' +
-        'date, description, fee_amount, fee_currency); omit it and rows are ' +
-        'deduplicated on external_id alone. A field the field map of this ' +
-        'source does not fill is refused. A source bound to an aggregator ' +
-        'connection (reserved key connection_config_name) cannot carry a ' +
-        'duplicate key of its own — the aggregator retracts a movement by ' +
-        'naming its external id, so that id has to stay the row identity; a ' +
-        'config holding both is refused, so drop duplicate_key or disconnect ' +
-        'the aggregator first. Reserved key duplicate_policy: what ' +
-        'happens to a row repeating that key — FLAG_AS_EXCEPTION (the default: ' +
-        'the repeat is kept out of the import and raised as a duplicate ' +
-        'exception on the row it repeated), KEEP_FIRST (dropped, nothing ' +
-        'raised) or REJECT (counted as an import error).'),
+        'Optional; defaults to an empty object server-side when omitted. The seven ' +
+        'reserved keys below are validated here AND server-side; any other key ' +
+        '(connector settings, connection_config_name for an aggregator-backed ' +
+        'source) is passed through untouched.'),
 };
 /**
  * Build the POST body from the input minus the path-only `contextId`. Only the

package/dist/tools/source/create.js.map

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package/dist/tools/source/update.js

@@ -6,7 +6,7 @@
 // single-resource ops); no tenant field is accepted (matcher scopes to the
 // relayed token's tenant).
 import { z } from 'zod';
-import { SOURCE_SIDES, SOURCE_TYPES } from './create.js';
+import { SOURCE_SIDES, SOURCE_TYPES, sourceConfigSchema } from './create.js';
 import { contextSourcePath, dispatchSource } from './shared.js';
 /** Zod raw shape for `source_update` input — path ids + optional body fields. */
 export const updateSourceInputShape = {
@@ -33,28 +33,15 @@ export const updateSourceInputShape = {
         .enum(SOURCE_SIDES)
         .optional()
         .describe('Matching side this source feeds (LEFT|RIGHT).'),
-    config: z
-        .record(z.string(), z.unknown())
+    config: sourceConfigSchema
         .optional()
-        .describe('Source-specific configuration object (validated server-side). ' +
-        'Reserved key duplicate_key: the ordered list of mapped fields that ' +
-        'make two rows the same row (any of external_id, amount, currency, ' +
-        'date, description, fee_amount, fee_currency); a config without it ' +
-        'deduplicates on external_id alone. Editing it governs later imports ' +
-        'only; rows already imported keep the key they were deduplicated ' +
-        'under, and duplicate_key_changed_at (server-set, read-only) records ' +
-        'the moment detection last changed meaning — this list changing, or ' +
-        'the field map remapping the column a declared field reads. ' +
-        'A source bound to an aggregator connection (reserved key ' +
-        'connection_config_name) cannot carry a duplicate key of its own — ' +
-        'the aggregator retracts a movement by naming its external id, so ' +
-        'that id has to stay the row identity; a config holding both is ' +
-        'refused, so drop duplicate_key or disconnect the aggregator first. ' +
-        'Reserved key duplicate_policy: what happens ' +
-        'to a row repeating that key — FLAG_AS_EXCEPTION (the default: the ' +
-        'repeat is kept out of the import and raised as a duplicate exception ' +
-        'on the row it repeated), KEEP_FIRST (dropped, nothing raised) or ' +
-        'REJECT (counted as an import error).'),
+        .describe('Source-specific configuration object. Sent whole: the config you supply ' +
+        'REPLACES the stored one, so include the reserved keys you want to keep. ' +
+        'The seven reserved keys are validated here AND server-side; any other key ' +
+        '(connector settings, connection_config_name for an aggregator-backed ' +
+        'source) is passed through untouched. Editing duplicate_key governs later ' +
+        'imports only — rows already imported keep the key they were deduplicated ' +
+        'under, and the server stamps duplicate_key_changed_at itself.'),
 };
 /**
  * Build the PATCH body from the input minus the path-only ids. Only the fields