copilot-money-mcp 1.2.3 → 1.3.0

package/dist/cli.js

@@ -4,25 +4,43 @@ var __getProtoOf = Object.getPrototypeOf;
 var __defProp = Object.defineProperty;
 var __getOwnPropNames = Object.getOwnPropertyNames;
 var __hasOwnProp = Object.prototype.hasOwnProperty;
+function __accessProp(key) {
+  return this[key];
+}
+var __toESMCache_node;
+var __toESMCache_esm;
 var __toESM = (mod, isNodeMode, target) => {
+  var canCache = mod != null && typeof mod === "object";
+  if (canCache) {
+    var cache = isNodeMode ? __toESMCache_node ??= new WeakMap : __toESMCache_esm ??= new WeakMap;
+    var cached = cache.get(mod);
+    if (cached)
+      return cached;
+  }
   target = mod != null ? __create(__getProtoOf(mod)) : {};
   const to = isNodeMode || !mod || !mod.__esModule ? __defProp(target, "default", { value: mod, enumerable: true }) : target;
   for (let key of __getOwnPropNames(mod))
     if (!__hasOwnProp.call(to, key))
       __defProp(to, key, {
-        get: () => mod[key],
+        get: __accessProp.bind(mod, key),
         enumerable: true
       });
+  if (canCache)
+    cache.set(mod, to);
   return to;
 };
 var __commonJS = (cb, mod) => () => (mod || cb((mod = { exports: {} }).exports, mod), mod.exports);
+var __returnValue = (v) => v;
+function __exportSetter(name, newValue) {
+  this[name] = __returnValue.bind(null, newValue);
+}
 var __export = (target, all) => {
   for (var name in all)
     __defProp(target, name, {
       get: all[name],
       enumerable: true,
       configurable: true,
-      set: (newValue) => all[name] = () => newValue
+      set: __exportSetter.bind(all, name)
     });
 };
 
@@ -27286,6 +27304,62 @@ class ExperimentalServerTasks {
   requestStream(request, resultSchema, options) {
     return this._server.requestStream(request, resultSchema, options);
   }
+  createMessageStream(params, options) {
+    const clientCapabilities = this._server.getClientCapabilities();
+    if ((params.tools || params.toolChoice) && !clientCapabilities?.sampling?.tools) {
+      throw new Error("Client does not support sampling tools capability.");
+    }
+    if (params.messages.length > 0) {
+      const lastMessage = params.messages[params.messages.length - 1];
+      const lastContent = Array.isArray(lastMessage.content) ? lastMessage.content : [lastMessage.content];
+      const hasToolResults = lastContent.some((c) => c.type === "tool_result");
+      const previousMessage = params.messages.length > 1 ? params.messages[params.messages.length - 2] : undefined;
+      const previousContent = previousMessage ? Array.isArray(previousMessage.content) ? previousMessage.content : [previousMessage.content] : [];
+      const hasPreviousToolUse = previousContent.some((c) => c.type === "tool_use");
+      if (hasToolResults) {
+        if (lastContent.some((c) => c.type !== "tool_result")) {
+          throw new Error("The last message must contain only tool_result content if any is present");
+        }
+        if (!hasPreviousToolUse) {
+          throw new Error("tool_result blocks are not matching any tool_use from the previous message");
+        }
+      }
+      if (hasPreviousToolUse) {
+        const toolUseIds = new Set(previousContent.filter((c) => c.type === "tool_use").map((c) => c.id));
+        const toolResultIds = new Set(lastContent.filter((c) => c.type === "tool_result").map((c) => c.toolUseId));
+        if (toolUseIds.size !== toolResultIds.size || ![...toolUseIds].every((id) => toolResultIds.has(id))) {
+          throw new Error("ids of tool_result blocks and tool_use blocks from previous message do not match");
+        }
+      }
+    }
+    return this.requestStream({
+      method: "sampling/createMessage",
+      params
+    }, CreateMessageResultSchema, options);
+  }
+  elicitInputStream(params, options) {
+    const clientCapabilities = this._server.getClientCapabilities();
+    const mode = params.mode ?? "form";
+    switch (mode) {
+      case "url": {
+        if (!clientCapabilities?.elicitation?.url) {
+          throw new Error("Client does not support url elicitation.");
+        }
+        break;
+      }
+      case "form": {
+        if (!clientCapabilities?.elicitation?.form) {
+          throw new Error("Client does not support form elicitation.");
+        }
+        break;
+      }
+    }
+    const normalizedParams = mode === "form" && params.mode === undefined ? { ...params, mode: "form" } : params;
+    return this.requestStream({
+      method: "elicitation/create",
+      params: normalizedParams
+    }, ElicitResultSchema, options);
+  }
   async getTask(taskId, options) {
     return this._server.getTask({ taskId }, options);
   }
@@ -27764,6 +27838,11 @@ import { existsSync, readdirSync } from "fs";
 import { homedir } from "os";
 import { join } from "path";
 
+// src/core/decoder.ts
+import { Worker } from "node:worker_threads";
+import { fileURLToPath } from "node:url";
+import path2 from "node:path";
+
 // src/core/leveldb-reader.ts
 import { ClassicLevel } from "classic-level";
 import fs from "node:fs";
@@ -28282,7 +28361,6 @@ async function* iterateDocuments(dbPath, options = {}) {
           key: keyStr,
           collection: parsed.collection,
           documentId: parsed.documentId,
-          rawValue: value,
           fields
         };
         count++;
@@ -28506,6 +28584,14 @@ var ItemSchema = exports_external.object({
   last_successful_update: exports_external.string().optional(),
   last_failed_update: exports_external.string().optional(),
   consent_expiration_time: exports_external.string().optional(),
+  status_transactions_last_successful_update: exports_external.string().optional(),
+  status_transactions_last_failed_update: exports_external.string().optional(),
+  status_investments_last_successful_update: exports_external.string().optional(),
+  status_investments_last_failed_update: exports_external.string().optional(),
+  latest_fetch: exports_external.string().optional(),
+  latest_investments_fetch: exports_external.string().optional(),
+  login_required: exports_external.boolean().optional(),
+  disconnected: exports_external.boolean().optional(),
   error_code: exports_external.string().optional(),
   error_message: exports_external.string().optional(),
   error_type: exports_external.string().optional(),
@@ -28518,6 +28604,36 @@ var ItemSchema = exports_external.object({
   updated_at: exports_external.string().optional(),
   webhook: exports_external.string().optional()
 }).passthrough();
+function getItemDisplayName(item) {
+  return item.institution_name ?? item.institution_id ?? item.item_id;
+}
+function isItemHealthy(item) {
+  if (item.connection_status) {
+    if (item.connection_status !== "active") {
+      return false;
+    }
+  }
+  if (item.needs_update === true) {
+    return false;
+  }
+  if (item.error_code && item.error_code !== "ITEM_NO_ERROR") {
+    return false;
+  }
+  return true;
+}
+function itemNeedsAttention(item) {
+  if (item.needs_update === true) {
+    return true;
+  }
+  if (item.connection_status === "error" || item.connection_status === "disconnected") {
+    return true;
+  }
+  const loginRequiredCodes = ["ITEM_LOGIN_REQUIRED", "INVALID_CREDENTIALS", "INVALID_MFA"];
+  if (item.error_code && loginRequiredCodes.includes(item.error_code)) {
+    return true;
+  }
+  return false;
+}
 
 // src/models/category.ts
 var CategorySchema = exports_external.object({
@@ -28634,26 +28750,38 @@ function calculateNextDate(lastDate, frequency) {
   }
   return date6.toISOString().split("T")[0];
 }
-async function decodeTransactions(dbPath) {
-  const transactions = [];
-  for await (const doc2 of iterateDocuments(dbPath, { collection: "transactions" })) {
-    const txn = processTransaction(doc2.fields, doc2.documentId);
-    if (txn)
-      transactions.push(txn);
-  }
+function deduplicateTransactions(transactions) {
   const seen = new Set;
   const unique = [];
   for (const txn of transactions) {
-    const displayName = getTransactionDisplayName(txn);
-    const key = `${displayName}|${txn.amount}|${txn.date}`;
-    if (!seen.has(key)) {
-      seen.add(key);
+    if (!seen.has(txn.transaction_id)) {
+      seen.add(txn.transaction_id);
       unique.push(txn);
     }
   }
-  unique.sort((a, b) => a.date > b.date ? -1 : a.date < b.date ? 1 : 0);
   return unique;
 }
+function reconcilePendingTransactions(transactions) {
+  const supersededPendingIds = new Set;
+  for (const txn of transactions) {
+    if (!txn.pending && txn.pending_transaction_id) {
+      supersededPendingIds.add(txn.pending_transaction_id);
+    }
+  }
+  return transactions.filter((txn) => !(txn.pending && supersededPendingIds.has(txn.transaction_id)));
+}
+async function decodeTransactions(dbPath) {
+  const transactions = [];
+  for await (const doc2 of iterateDocuments(dbPath, { collection: "transactions" })) {
+    const txn = processTransaction(doc2.fields, doc2.documentId);
+    if (txn)
+      transactions.push(txn);
+  }
+  const deduped = deduplicateTransactions(transactions);
+  const reconciled = reconcilePendingTransactions(deduped);
+  reconciled.sort((a, b) => a.date > b.date ? -1 : a.date < b.date ? 1 : 0);
+  return reconciled;
+}
 async function decodeAccounts(dbPath) {
   const accounts = [];
   for await (const doc2 of iterateDocuments(dbPath, { collection: "accounts" })) {
@@ -29326,7 +29454,13 @@ function processItem(fields, docId) {
     "error_type",
     "created_at",
     "updated_at",
-    "webhook"
+    "webhook",
+    "status_transactions_last_successful_update",
+    "status_transactions_last_failed_update",
+    "status_investments_last_successful_update",
+    "status_investments_last_failed_update",
+    "latest_fetch",
+    "latest_investments_fetch"
   ];
   for (const field of stringFields) {
     const value = getString(fields, field);
@@ -29336,6 +29470,12 @@ function processItem(fields, docId) {
   const needsUpdateValue = getBoolean(fields, "needs_update");
   if (needsUpdateValue !== undefined)
     itemData.needs_update = needsUpdateValue;
+  const loginRequiredValue = getBoolean(fields, "login_required");
+  if (loginRequiredValue !== undefined)
+    itemData.login_required = loginRequiredValue;
+  const disconnectedValue = getBoolean(fields, "disconnected");
+  if (disconnectedValue !== undefined)
+    itemData.disconnected = disconnectedValue;
   const validated = ItemSchema.safeParse(itemData);
   return validated.success ? validated.data : null;
 }
@@ -29387,219 +29527,42 @@ function processUserAccount(fields, docId, collection) {
     userAccountData.order = order;
   return userAccountData;
 }
-function collectionMatches(collection, target) {
-  return collection === target || collection.endsWith(`/${target}`);
-}
-async function decodeAllCollections(dbPath) {
-  const rawTransactions = [];
-  const rawAccounts = [];
-  const rawRecurring = [];
-  const rawBudgets = [];
-  const rawGoals = [];
-  const rawGoalHistory = [];
-  const rawInvestmentPrices = [];
-  const rawInvestmentSplits = [];
-  const rawItems = [];
-  const rawCategories = [];
-  const rawUserAccounts = [];
-  for await (const doc2 of iterateDocuments(dbPath)) {
-    const { fields, documentId, collection, key } = doc2;
-    if (collection.includes("users/") && collection.endsWith("/accounts")) {
-      const userAccount = processUserAccount(fields, documentId, collection);
-      if (userAccount)
-        rawUserAccounts.push(userAccount);
-    } else if (collectionMatches(collection, "transactions")) {
-      const txn = processTransaction(fields, documentId);
-      if (txn)
-        rawTransactions.push(txn);
-    } else if (collectionMatches(collection, "accounts")) {
-      const acc = processAccount(fields, documentId);
-      if (acc)
-        rawAccounts.push(acc);
-    } else if (collectionMatches(collection, "recurring")) {
-      const rec = processRecurring(fields, documentId);
-      if (rec)
-        rawRecurring.push(rec);
-    } else if (collectionMatches(collection, "budgets")) {
-      const budget = processBudget(fields, documentId);
-      if (budget)
-        rawBudgets.push(budget);
-    } else if (collectionMatches(collection, "financial_goals")) {
-      const goal = processGoal(fields, documentId);
-      if (goal)
-        rawGoals.push(goal);
-    } else if (collection.endsWith("/financial_goal_history")) {
-      const history = processGoalHistory(fields, documentId, collection);
-      if (history)
-        rawGoalHistory.push(history);
-    } else if (collectionMatches(collection, "investment_prices") || collection.includes("investment_prices/")) {
-      const price = processInvestmentPrice(fields, documentId, key);
-      if (price)
-        rawInvestmentPrices.push(price);
-    } else if (collectionMatches(collection, "investment_splits")) {
-      const split = processInvestmentSplit(fields, documentId);
-      if (split)
-        rawInvestmentSplits.push(split);
-    } else if (collectionMatches(collection, "items")) {
-      const item = processItem(fields, documentId);
-      if (item)
-        rawItems.push(item);
-    } else if (collectionMatches(collection, "categories")) {
-      const category = processCategory(fields, documentId);
-      if (category)
-        rawCategories.push(category);
-    }
-  }
-  const txnSeen = new Set;
-  const transactions = [];
-  for (const txn of rawTransactions) {
-    const displayName = getTransactionDisplayName(txn);
-    const key = `${displayName}|${txn.amount}|${txn.date}`;
-    if (!txnSeen.has(key)) {
-      txnSeen.add(key);
-      transactions.push(txn);
-    }
-  }
-  transactions.sort((a, b) => a.date > b.date ? -1 : a.date < b.date ? 1 : 0);
-  const accSeen = new Set;
-  const accounts = [];
-  for (const acc of rawAccounts) {
-    const displayName = getAccountDisplayName(acc);
-    const key = `${displayName}|${acc.mask ?? ""}`;
-    if (!accSeen.has(key)) {
-      accSeen.add(key);
-      accounts.push(acc);
-    }
-  }
-  const recSeen = new Set;
-  const recurring = [];
-  for (const rec of rawRecurring) {
-    if (!recSeen.has(rec.recurring_id)) {
-      recSeen.add(rec.recurring_id);
-      recurring.push(rec);
-    }
-  }
-  const budgetSeen = new Set;
-  const budgets = [];
-  for (const budget of rawBudgets) {
-    if (!budgetSeen.has(budget.budget_id)) {
-      budgetSeen.add(budget.budget_id);
-      budgets.push(budget);
-    }
-  }
-  const goalSeen = new Set;
-  const goals = [];
-  for (const goal of rawGoals) {
-    if (!goalSeen.has(goal.goal_id)) {
-      goalSeen.add(goal.goal_id);
-      goals.push(goal);
-    }
-  }
-  const histSeen = new Set;
-  const goalHistory = [];
-  for (const history of rawGoalHistory) {
-    const key = `${history.goal_id}:${history.month}`;
-    if (!histSeen.has(key)) {
-      histSeen.add(key);
-      goalHistory.push(history);
-    }
-  }
-  goalHistory.sort((a, b) => {
-    if (a.goal_id !== b.goal_id) {
-      return a.goal_id.localeCompare(b.goal_id);
-    }
-    return b.month.localeCompare(a.month);
-  });
-  const priceSeen = new Set;
-  const investmentPrices = [];
-  for (const price of rawInvestmentPrices) {
-    const key = `${price.investment_id}-${price.date || price.month || "unknown"}`;
-    if (!priceSeen.has(key)) {
-      priceSeen.add(key);
-      investmentPrices.push(price);
-    }
-  }
-  investmentPrices.sort((a, b) => {
-    if (a.investment_id !== b.investment_id) {
-      return a.investment_id.localeCompare(b.investment_id);
-    }
-    const dateA = a.date || a.month || "";
-    const dateB = b.date || b.month || "";
-    return dateB.localeCompare(dateA);
-  });
-  const splitSeen = new Set;
-  const investmentSplits = [];
-  for (const split of rawInvestmentSplits) {
-    if (!splitSeen.has(split.split_id)) {
-      splitSeen.add(split.split_id);
-      investmentSplits.push(split);
-    }
-  }
-  investmentSplits.sort((a, b) => {
-    const tickerA = a.ticker_symbol || "";
-    const tickerB = b.ticker_symbol || "";
-    if (tickerA !== tickerB) {
-      return tickerA.localeCompare(tickerB);
-    }
-    const dateA = a.split_date || "";
-    const dateB = b.split_date || "";
-    return dateB.localeCompare(dateA);
-  });
-  const itemSeen = new Set;
-  const items = [];
-  for (const item of rawItems) {
-    if (!itemSeen.has(item.item_id)) {
-      itemSeen.add(item.item_id);
-      items.push(item);
-    }
-  }
-  items.sort((a, b) => {
-    const nameA = a.institution_name || "";
-    const nameB = b.institution_name || "";
-    if (nameA !== nameB) {
-      return nameA.localeCompare(nameB);
-    }
-    return a.item_id.localeCompare(b.item_id);
-  });
-  const catSeen = new Set;
-  const categories = [];
-  for (const category of rawCategories) {
-    if (!catSeen.has(category.category_id)) {
-      catSeen.add(category.category_id);
-      categories.push(category);
-    }
-  }
-  categories.sort((a, b) => {
-    const orderA = a.order ?? 999;
-    const orderB = b.order ?? 999;
-    if (orderA !== orderB) {
-      return orderA - orderB;
-    }
-    const nameA = a.name || "";
-    const nameB = b.name || "";
-    return nameA.localeCompare(nameB);
+function decodeAllCollectionsIsolated(dbPath, timeoutMs = 30000) {
+  return new Promise((resolve, reject) => {
+    const selfUrl = import.meta.url;
+    const workerExt = selfUrl.endsWith(".ts") ? ".ts" : ".js";
+    const workerPath = path2.resolve(path2.dirname(fileURLToPath(selfUrl)), "decode-worker" + workerExt);
+    const worker = new Worker(workerPath, {
+      workerData: { dbPath }
+    });
+    let settled = false;
+    const settle = (fn) => {
+      if (!settled) {
+        settled = true;
+        clearTimeout(timer);
+        fn();
+      }
+    };
+    const timer = setTimeout(() => {
+      settle(() => {
+        worker.terminate();
+        reject(new Error(`Decode worker timed out after ${timeoutMs}ms`));
+      });
+    }, timeoutMs);
+    worker.on("message", (msg) => {
+      if (msg.type === "result" && msg.data) {
+        settle(() => resolve(msg.data));
+      } else if (msg.type === "error") {
+        settle(() => reject(new Error(msg.message ?? "Worker decoding failed")));
+      }
+    });
+    worker.on("error", (err) => {
+      settle(() => reject(err));
+    });
+    worker.on("exit", (code) => {
+      settle(() => reject(new Error(code === 0 ? "Decode worker exited without sending result" : `Decode worker exited with code ${code}`)));
+    });
   });
-  const userAccSeen = new Set;
-  const userAccounts = [];
-  for (const userAccount of rawUserAccounts) {
-    if (!userAccSeen.has(userAccount.account_id)) {
-      userAccSeen.add(userAccount.account_id);
-      userAccounts.push(userAccount);
-    }
-  }
-  return {
-    transactions,
-    accounts,
-    recurring,
-    budgets,
-    goals,
-    goalHistory,
-    investmentPrices,
-    investmentSplits,
-    items,
-    categories,
-    userAccounts
-  };
 }
 // src/models/category-full.ts
 var ROOT_CATEGORIES = [
@@ -30796,12 +30759,12 @@ function findCopilotDatabase() {
       }
     } catch {}
   }
-  for (const path2 of possiblePaths) {
+  for (const path3 of possiblePaths) {
     try {
-      if (existsSync(path2)) {
-        const files = readdirSync(path2);
+      if (existsSync(path3)) {
+        const files = readdirSync(path3);
         if (files.some((file2) => file2.endsWith(".ldb") || file2.startsWith("MANIFEST-"))) {
-          return path2;
+          return path3;
         }
       }
     } catch {}
@@ -30938,7 +30901,7 @@ class CopilotDatabase {
       await this._loadingAllCollections;
       return;
     }
-    this._loadingAllCollections = decodeAllCollections(this.requireDbPath());
+    this._loadingAllCollections = decodeAllCollectionsIsolated(this.requireDbPath());
     try {
       const result = await this._loadingAllCollections;
       this._transactions = result.transactions;
@@ -31935,6 +31898,50 @@ class CopilotMoneyTools {
       accounts
     };
   }
+  async getConnectionStatus() {
+    const items = await this.db.getItems();
+    const connections = items.map((item) => {
+      let status;
+      if (item.disconnected === true || item.connection_status === "disconnected") {
+        status = "disconnected";
+      } else if (item.error_code && item.error_code !== "ITEM_NO_ERROR" || item.connection_status === "error") {
+        status = "error";
+      } else if (item.login_required === true || itemNeedsAttention(item)) {
+        status = "login_required";
+      } else if (!isItemHealthy(item)) {
+        status = "error";
+      } else {
+        status = "connected";
+      }
+      return {
+        item_id: item.item_id,
+        institution_name: getItemDisplayName(item),
+        institution_id: item.institution_id,
+        status,
+        products: item.billed_products ?? [],
+        last_transactions_update: item.status_transactions_last_successful_update ?? null,
+        last_transactions_failed: item.status_transactions_last_failed_update ?? null,
+        last_investments_update: item.status_investments_last_successful_update ?? null,
+        last_investments_failed: item.status_investments_last_failed_update ?? null,
+        latest_fetch: item.latest_fetch ?? null,
+        latest_investments_fetch: item.latest_investments_fetch ?? null,
+        login_required: item.login_required ?? false,
+        disconnected: item.disconnected ?? false,
+        consent_expires: item.consent_expiration_time || null,
+        error_code: item.error_code ?? null,
+        error_message: item.error_message ?? null
+      };
+    });
+    const needsAttention = connections.filter((c) => c.status !== "connected").length;
+    return {
+      connections,
+      summary: {
+        total: connections.length,
+        connected: connections.length - needsAttention,
+        needs_attention: needsAttention
+      }
+    };
+  }
   async getCategories(options = {}) {
     const { view = "list", parent_id, query, type, period } = options;
     let start_date = validateDate(options.start_date, "start_date");
@@ -32593,6 +32600,17 @@ function createToolSchemas() {
         readOnlyHint: true
       }
     },
+    {
+      name: "get_connection_status",
+      description: "Get connection status for all linked financial institutions. " + "Shows per-institution sync health including last successful update timestamps " + "for transactions and investments, login requirements, and error states. " + "Use this to check when accounts were last synced or to identify connections needing attention.",
+      inputSchema: {
+        type: "object",
+        properties: {}
+      },
+      annotations: {
+        readOnlyHint: true
+      }
+    },
     {
       name: "get_categories",
       description: "Unified category retrieval tool. Supports multiple views: " + "list (default) - categories with transaction counts/amounts for a time period; " + "tree - full Plaid category taxonomy as hierarchical tree; " + "search - search categories by keyword. Use parent_id to get subcategories. " + 'For list view, use period (e.g., "this_month") or start_date/end_date to filter by date. ' + "Includes all categories, even those with $0 spent (matching UI behavior).",
@@ -32773,6 +32791,9 @@ class CopilotMoneyServer {
         case "get_accounts":
           result = await this.tools.getAccounts(typedArgs);
           break;
+        case "get_connection_status":
+          result = await this.tools.getConnectionStatus();
+          break;
         case "get_categories":
           result = await this.tools.getCategories(typedArgs || {});
           break;