paisa-mcp 0.0.18 → 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: ${missing2.join(", ")}`);
+      }
+      const data2 = await client.post("/api/investments/holdings", {
+        name,
+        holdingType,
+        owner: owner2,
+        platform: platform ?? "manual",
+        symbol,
+        isin,
+        units,
+        investedAmount,
+        currentValue
+      });
+      return { content: [{ type: "text", text: JSON.stringify(data2) }] };
+    }
     if (type === "sip") {
       const {
         id,
@@ -45735,6 +45768,16 @@ async function backfillPersons(client, crypto3, opts = {}) {
 function dedupeKey(date4, description, amount, type) {
   return `${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) {
   let txns = opts.txns;
   let duplicatesSkipped = 0;
@@ -45764,9 +45807,12 @@ async function importTransactions(client, crypto3, opts) {
     txns = txns.filter((t2) => !seen.has(dedupeKey(t2.date, t2.description ?? "", t2.amount, t2.type)));
     duplicatesSkipped = before - txns.length;
   }
-  const rows = txns.map((t2) => {
+  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);
@@ -45781,7 +45827,7 @@ async function importTransactions(client, crypto3, opts) {
     });
     imported += res.imported ?? 0;
   }
-  return { imported, duplicatesSkipped };
+  return { imported, duplicatesSkipped, duplicatesFlagged };
 }
 async function runRescan(client, crypto3) {
   const EMPTY_BAG2 = {
@@ -46265,5 +46311,5 @@ main().catch((err) => {
   process.exit(1);
 });
 
-//# debugId=8B15D0182D36A5DF64756E2164756E21
+//# debugId=0561A150F92599BE64756E2164756E21
 //# sourceMappingURL=index.js.map