paisa-mcp 0.0.16 → 0.0.19

package/dist/index.js

@@ -42482,7 +42482,7 @@ function registerBudgetTools(server, client) {
       year: exports_external.number()
     }
   }, async (body) => {
-    const data = await client.post("/api/budgets", body);
+    const data = await client.put("/api/budgets", body);
     return { content: [{ type: "text", text: JSON.stringify(data) }] };
   });
 }
@@ -42900,9 +42900,9 @@ function registerInvestmentTools(server, client) {
     return { content: [{ type: "text", text: JSON.stringify(data) }] };
   });
   server.registerTool("upsert_investment", {
-    description: "Create or update an investment. " + "type=sip: omit id to add a new SIP (name, amount, startDate, sipDay, owner required); pass id to update an existing SIP, including pausing/stopping it via status. " + "type=fixed_deposit: create-only (bankName, amount, interestRate, startDate, maturityDate, owner required).",
+    description: "Create or update an investment. " + "type=sip: omit id to add a new SIP (name, amount, startDate, sipDay, owner required); pass id to update an existing SIP, including pausing/stopping it via status. " + "type=fixed_deposit: create-only (bankName, amount, interestRate, startDate, maturityDate, owner required). " + "type=holding: create/update a manual stock/MF holding not pulled by a sync, e.g. a Groww position (name, holdingType, owner, investedAmount, currentValue required; re-upserting the same name+platform updates it).",
     inputSchema: {
-      type: exports_external.enum(["sip", "fixed_deposit"]).describe("Investment type"),
+      type: exports_external.enum(["sip", "fixed_deposit", "holding"]).describe("Investment type"),
       id: exports_external.string().optional().describe("sip: SIP UUID — omit to add, pass to update"),
       name: exports_external.string().optional().describe('sip: fund name (e.g. "Parag Parikh Flexi Cap")'),
       startDate: exports_external.string().optional().describe("sip & fixed_deposit: YYYY-MM-DD"),
@@ -42915,10 +42915,43 @@ function registerInvestmentTools(server, client) {
       interestRate: exports_external.string().optional().describe("fixed_deposit: annual interest rate %"),
       maturityDate: exports_external.string().optional().describe("fixed_deposit: YYYY-MM-DD"),
       notes: exports_external.string().optional().describe("fixed_deposit: notes"),
+      holdingType: exports_external.enum(["mutual_fund", "stock", "gold", "ppf", "nps", "other"]).optional().describe("holding: asset type"),
+      platform: exports_external.string().optional().describe("holding: broker/platform (e.g. groww); defaults to 'manual'"),
+      symbol: exports_external.string().optional().describe("holding: ticker symbol (optional)"),
+      isin: exports_external.string().optional().describe("holding: ISIN (optional)"),
+      units: exports_external.string().optional().describe("holding: units held (optional)"),
+      investedAmount: exports_external.string().optional().describe("holding: total invested / cost"),
+      currentValue: exports_external.string().optional().describe("holding: current market value"),
       amount: exports_external.string().optional().describe("sip: monthly SIP amount; fixed_deposit: principal amount"),
-      owner: exports_external.string().optional().describe("sip & fixed_deposit: owner")
+      owner: exports_external.string().optional().describe("sip & fixed_deposit & holding: owner")
     }
   }, async ({ type, ...fields }) => {
+    if (type === "holding") {
+      const { name, holdingType, owner: owner2, platform, symbol, isin, units, investedAmount } = fields;
+      const { currentValue } = fields;
+      const missing2 = [
+        ["name", name],
+        ["holdingType", holdingType],
+        ["owner", owner2],
+        ["investedAmount", investedAmount],
+        ["currentValue", currentValue]
+      ].filter(([, v]) => v === undefined).map(([k]) => k);
+      if (missing2.length > 0) {
+        throw new Error(`Missing required fields for holding: ${missing2.join(", ")}`);
+      }
+      const data2 = await client.post("/api/investments/holdings", {
+        name,
+        holdingType,
+        owner: owner2,
+        platform: platform ?? "manual",
+        symbol,
+        isin,
+        units,
+        investedAmount,
+        currentValue
+      });
+      return { content: [{ type: "text", text: JSON.stringify(data2) }] };
+    }
     if (type === "sip") {
       const {
         id,
@@ -45732,10 +45765,54 @@ async function backfillPersons(client, crypto3, opts = {}) {
 }
 
 // src/tools/transactions.ts
+function dedupeKey(date4, description, amount, type) {
+  return `${date4}|${description}|${amount.toFixed(2)}|${type}`;
+}
+function flagBatchDuplicates(txns) {
+  const seen = new Set;
+  return txns.map((t2) => {
+    const key = dedupeKey(t2.date, t2.description ?? "", t2.amount, t2.type);
+    if (seen.has(key))
+      return true;
+    seen.add(key);
+    return false;
+  });
+}
 async function importTransactions(client, crypto3, opts) {
-  const rows = opts.txns.map((t2) => {
+  let txns = opts.txns;
+  let duplicatesSkipped = 0;
+  if (txns.length > 0) {
+    const dates = txns.map((t2) => t2.date).sort();
+    const existing = [];
+    let cursor;
+    for (let page = 0;page < 100; page++) {
+      const params = {
+        limit: 200,
+        startDate: dates[0],
+        endDate: dates[dates.length - 1]
+      };
+      if (cursor)
+        params.cursor = cursor;
+      const res = await client.get("/api/transactions", params);
+      const batch = res.data ?? [];
+      if (crypto3)
+        await decryptTransactionFields(batch, crypto3.key);
+      existing.push(...batch);
+      if (!res.hasMore || !res.nextCursor || batch.length === 0)
+        break;
+      cursor = res.nextCursor;
+    }
+    const seen = new Set(existing.map((r2) => dedupeKey(String(r2.date), String(r2.description ?? ""), Number(r2.amount), String(r2.type))));
+    const before = txns.length;
+    txns = txns.filter((t2) => !seen.has(dedupeKey(t2.date, t2.description ?? "", t2.amount, t2.type)));
+    duplicatesSkipped = before - txns.length;
+  }
+  const dupFlags = flagBatchDuplicates(txns);
+  const duplicatesFlagged = dupFlags.filter(Boolean).length;
+  const rows = txns.map((t2, i2) => {
     const enrichedData = settlementEnrichedData(t2.description ?? "", t2.type, opts.source);
-    return enrichedData ? { ...t2, enrichedData } : { ...t2 };
+    const base = { ...t2, isDuplicate: dupFlags[i2] };
+    return enrichedData ? { ...base, enrichedData } : base;
   });
   if (crypto3)
     await encryptTransactionFields(rows, crypto3.key);
@@ -45750,7 +45827,7 @@ async function importTransactions(client, crypto3, opts) {
     });
     imported += res.imported ?? 0;
   }
-  return { imported };
+  return { imported, duplicatesSkipped, duplicatesFlagged };
 }
 async function runRescan(client, crypto3) {
   const EMPTY_BAG2 = {
@@ -45831,12 +45908,22 @@ function registerTransactionTools(server, client, crypto3) {
       type: exports_external.enum(["debit", "credit"]).optional(),
       amountMin: exports_external.number().optional(),
       amountMax: exports_external.number().optional(),
-      limit: exports_external.number().optional().describe("Max results (default 50)"),
-      offset: exports_external.number().optional()
+      uncategorized: exports_external.boolean().optional().describe("Only transactions with no category (server-side filter)"),
+      limit: exports_external.number().optional().describe("Max results (default 50, max 200)"),
+      cursor: exports_external.string().optional().describe("Opaque cursor from a prior page's nextCursor")
     }
   }, async (params) => {
-    const { personName, ...rest } = params;
+    const { personName, categorySlug, ...rest } = params;
     const apiParams = { ...rest };
+    if (apiParams.uncategorized !== true)
+      delete apiParams.uncategorized;
+    if (categorySlug) {
+      const cats = await client.get("/api/categories");
+      const all2 = cats.data.flatMap((c2) => [c2, ...c2.children ?? []]);
+      const match = all2.find((c2) => c2.slug === categorySlug);
+      if (match)
+        apiParams.categoryId = match.id;
+    }
     if (personName && !apiParams.personId) {
       const persons = await loadDecryptedPersons(client, crypto3);
       const match = resolvePersonByName(persons, personName);
@@ -45867,8 +45954,18 @@ function registerTransactionTools(server, client, crypto3) {
       apiParams.personId = match.personId;
     }
     const data = await client.get("/api/transactions", Object.fromEntries(Object.entries(apiParams).filter(([, v2]) => v2 !== undefined).map(([k2, v2]) => [k2, String(v2)])));
-    if (crypto3 && data.data)
+    if (crypto3 && data.data) {
       await decryptTransactionFields(data.data, crypto3.key);
+      if (data.data.some((r2) => r2.personId)) {
+        const persons = await loadDecryptedPersons(client, crypto3);
+        const nameById = new Map(persons.map((p2) => [p2.id, p2.name]));
+        for (const r2 of data.data) {
+          const person = r2.person;
+          if (person && nameById.has(person.id))
+            person.name = nameById.get(person.id);
+        }
+      }
+    }
     return { content: [{ type: "text", text: JSON.stringify(data) }] };
   });
   server.registerTool("backfill_persons", {
@@ -46214,5 +46311,5 @@ main().catch((err) => {
   process.exit(1);
 });
 
-//# debugId=F486FC7CCC9FDB0C64756E2164756E21
+//# debugId=0561A150F92599BE64756E2164756E21
 //# sourceMappingURL=index.js.map