paisa-mcp 0.0.6 → 0.0.10

package/dist/index.js

@@ -42360,7 +42360,39 @@ function registerAlertTools(server, client) {
 }
 
 // src/tools/analytics.ts
-function registerAnalyticsTools(server, client) {
+async function dec(value, key) {
+  if (typeof value !== "string" || !value)
+    return value;
+  try {
+    return await decryptField(value, key);
+  } catch {
+    return value;
+  }
+}
+async function decryptAnalytics(data, key) {
+  if (!data || typeof data !== "object")
+    return;
+  const d = data;
+  const topMerchants = d.topMerchants;
+  if (Array.isArray(topMerchants)) {
+    for (const m of topMerchants)
+      m.name = await dec(m.name, key);
+  }
+  const recent = d.recentTransactions;
+  if (Array.isArray(recent)) {
+    for (const t of recent) {
+      t.description = await dec(t.description, key);
+      if ("merchantName" in t)
+        t.merchantName = await dec(t.merchantName, key);
+    }
+  }
+  const merchant = d.merchant;
+  if (merchant && typeof merchant === "object") {
+    merchant.cleanName = await dec(merchant.cleanName, key);
+    merchant.rawId = await dec(merchant.rawId, key);
+  }
+}
+function registerAnalyticsTools(server, client, crypto3) {
   server.registerTool("get_analytics", {
     description: "Analytics reports. Select one via `report`:\n" + "- monthly_summary: Income, expenses, and investments for a specific month, broken down by category type. Includes budget vs actual. Requires `month` and `year`; optional `owner`.\n" + "- spending_trends: Monthly spending trends by category type over the last N months. Optional `months` (default: 6) and `owner`.\n" + "- category_analytics: Detailed spending breakdown for a specific category over time. Requires `slug`; optional `months`.\n" + "- merchant_analytics: Transaction history and spend total for a specific merchant. Requires `id`; optional `months`.",
     inputSchema: {
@@ -42400,6 +42432,8 @@ function registerAnalyticsTools(server, client) {
         data = await client.get(`/api/analytics/merchants/${params.id}`, params.months ? { months: params.months } : undefined);
         break;
     }
+    if (crypto3)
+      await decryptAnalytics(data, crypto3.key);
     return { content: [{ type: "text", text: JSON.stringify(data) }] };
   });
 }
@@ -42911,6 +42945,19 @@ function registerInvestmentTools(server, client) {
 }
 
 // src/tools/merchants.ts
+async function categorySlugToId(client) {
+  const res = await client.get("/api/categories");
+  const map2 = new Map;
+  for (const root of res.data ?? []) {
+    if (root.slug)
+      map2.set(root.slug, root.id);
+    for (const child of root.children ?? []) {
+      if (child.slug)
+        map2.set(child.slug, child.id);
+    }
+  }
+  return map2;
+}
 function registerMerchantTools(server, client, crypto3) {
   server.registerTool("upsert_merchant", {
     description: "Create or update a merchant in the dictionary. Omit `id` to add a new merchant (future transactions from it are auto-categorised); pass `id` to update an existing merchant's name, category, or flags.",
@@ -42918,13 +42965,21 @@ function registerMerchantTools(server, client, crypto3) {
       id: exports_external.string().optional().describe("Merchant UUID — pass to update, omit to create"),
       rawId: exports_external.string().optional().describe("Raw identifier — UPI ID or normalised name (required when creating)"),
       cleanName: exports_external.string().optional().describe('Human-friendly name (e.g. "DMart")'),
-      categorySlug: exports_external.string().optional(),
+      categorySlug: exports_external.string().optional().describe("Category slug, e.g. 'food_delivery'"),
       isPerson: exports_external.boolean().optional(),
       isRecurring: exports_external.boolean().optional(),
       notes: exports_external.string().optional()
     }
-  }, async ({ id, ...rest }) => {
+  }, async ({ id, categorySlug, ...rest }) => {
     const payload = { ...rest };
+    if (categorySlug) {
+      const slugMap = await categorySlugToId(client);
+      const categoryId = slugMap.get(categorySlug);
+      if (!categoryId) {
+        throw new Error(`Unknown categorySlug "${categorySlug}". Use list_categories to see valid slugs.`);
+      }
+      payload.categoryId = categoryId;
+    }
     if (crypto3)
       await encryptMerchantFieldsOnObject(payload, crypto3.key);
     const data = id ? await client.patch(`/api/merchants/${id}`, payload) : await client.post("/api/merchants", payload);
@@ -42938,19 +42993,32 @@ function registerMerchantTools(server, client, crypto3) {
   }, async ({ rawId }) => {
     if (crypto3 && rawId) {
       const data2 = await client.get("/api/merchants");
-      if (data2.merchants)
-        await decryptMerchantFields(data2.merchants, crypto3.key);
+      if (data2.data)
+        await decryptMerchantFields(data2.data, crypto3.key);
       const needle = rawId.toLowerCase();
-      const merchants = (data2.merchants ?? []).filter((m) => String(m.rawId ?? "").toLowerCase() === needle || String(m.cleanName ?? "").toLowerCase().includes(needle));
+      const merchants = (data2.data ?? []).filter((m) => String(m.rawId ?? "").toLowerCase() === needle || String(m.cleanName ?? "").toLowerCase().includes(needle));
       return {
-        content: [{ type: "text", text: JSON.stringify({ ...data2, merchants }) }]
+        content: [{ type: "text", text: JSON.stringify({ ...data2, data: merchants }) }]
       };
     }
     const data = rawId ? await client.get("/api/merchants", {
       search: rawId
     }) : await client.get("/api/merchants");
-    if (crypto3 && data.merchants)
-      await decryptMerchantFields(data.merchants, crypto3.key);
+    if (crypto3 && data.data)
+      await decryptMerchantFields(data.data, crypto3.key);
+    return { content: [{ type: "text", text: JSON.stringify(data) }] };
+  });
+  server.registerTool("delete_merchant", {
+    description: "Delete merchant(s) from the dictionary. Provide `id` for a single merchant or `ids` for several. Transactions referencing a deleted merchant have their merchantId cleared. PERMANENT.",
+    inputSchema: {
+      id: exports_external.string().optional().describe("Single merchant UUID"),
+      ids: exports_external.array(exports_external.string()).min(1).optional().describe("Multiple merchant UUIDs (bulk delete)")
+    }
+  }, async ({ id, ids }) => {
+    if (!id && (!ids || ids.length === 0)) {
+      throw new Error("Provide either id or ids");
+    }
+    const data = ids ? await client.post("/api/merchants/bulk-delete", { ids }) : await client.delete(`/api/merchants/${id}`);
     return { content: [{ type: "text", text: JSON.stringify(data) }] };
   });
 }
@@ -43164,6 +43232,9 @@ function registerReportTools(server, client) {
   });
 }
 
+// src/tools/transactions.ts
+import { readFile } from "node:fs/promises";
+
 // ../reconciliation/src/aliases.ts
 var MERCHANT_ALIASES = [
   ["Swiggy", ["swiggy", "bundl technologies", "swiggy bundl"]],
@@ -45241,7 +45312,27 @@ function settlementEnrichedData(description, type, source) {
   return out;
 }
 // src/tools/transactions.ts
-async function runRescan(client) {
+async function importTransactions(client, crypto3, opts) {
+  const rows = opts.txns.map((t2) => {
+    const enrichedData = settlementEnrichedData(t2.description ?? "", t2.type, opts.source);
+    return enrichedData ? { ...t2, enrichedData } : { ...t2 };
+  });
+  if (crypto3)
+    await encryptTransactionFields(rows, crypto3.key);
+  const CHUNK = 200;
+  let imported = 0;
+  for (let i2 = 0;i2 < rows.length; i2 += CHUNK) {
+    const res = await client.post("/api/transactions/import-batch", {
+      accountId: opts.accountId,
+      source: opts.source,
+      granularity: opts.granularity,
+      transactions: rows.slice(i2, i2 + CHUNK)
+    });
+    imported += res.imported ?? 0;
+  }
+  return { imported };
+}
+async function runRescan(client, crypto3) {
   const EMPTY_BAG2 = {
     merchantAliases: [],
     personAliases: [],
@@ -45255,34 +45346,59 @@ async function runRescan(client) {
   } catch {}
   const merchantsRes = await client.get("/api/merchants");
   const allMerchants = merchantsRes.data ?? [];
+  if (crypto3)
+    await decryptMerchantFields(allMerchants, crypto3.key);
   const globalMerchants = allMerchants.filter((m2) => !m2.householdId && m2.cleanName).map((m2) => ({ id: m2.id, name: m2.cleanName }));
   const localMerchants = allMerchants.filter((m2) => m2.householdId && m2.cleanName).map((m2) => ({ id: m2.id, name: m2.cleanName }));
+  const merchantCategoryById = new Map(allMerchants.filter((m2) => m2.categoryId).map((m2) => [m2.id, m2.categoryId]));
   const personsRes = await client.get("/api/persons");
-  const persons = (personsRes.data ?? []).filter((p2) => p2.name);
+  const persons = [];
+  for (const p2 of personsRes.data ?? []) {
+    let name = p2.name ?? "";
+    if (crypto3 && p2.cipher) {
+      try {
+        name = (await decryptPersonCipher(p2.cipher, crypto3.key)).name;
+      } catch {}
+    }
+    if (name)
+      persons.push({ id: p2.id, name });
+  }
   const allRows = [];
-  let offset = 0;
   const limit = 200;
-  while (true) {
-    const res = await client.get("/api/transactions", { limit, offset });
+  let cursor;
+  const MAX_PAGES = 100;
+  for (let page = 0;page < MAX_PAGES; page++) {
+    const params = { limit };
+    if (cursor)
+      params.cursor = cursor;
+    const res = await client.get("/api/transactions", params);
     const rows = res.data ?? [];
+    if (crypto3)
+      await decryptTransactionFields(rows, crypto3.key);
     allRows.push(...rows);
-    if (!res.hasMore || rows.length === 0)
+    if (!res.hasMore || !res.nextCursor || rows.length === 0)
       break;
-    offset += limit;
+    cursor = res.nextCursor;
   }
   const plan = autoCategorizeFromDescriptions({ rows: allRows, bag, globalMerchants, localMerchants, persons });
-  const links = plan.suggestions.filter((s2) => s2.categoryId).flatMap((s2) => s2.transactionIds.map((txId) => ({
-    transactionId: txId,
-    ...s2.entity.type === "merchant" ? { merchantId: s2.entity.merchantId } : { personId: s2.entity.personId },
-    categoryId: s2.categoryId
-  })));
+  let categorized = 0;
+  const links = plan.suggestions.flatMap((s2) => {
+    const categoryId = s2.categoryId ?? (s2.entity.type === "merchant" ? merchantCategoryById.get(s2.entity.merchantId) ?? null : null);
+    if (categoryId)
+      categorized += s2.transactionIds.length;
+    return s2.transactionIds.map((txId) => ({
+      transactionId: txId,
+      ...s2.entity.type === "merchant" ? { merchantId: s2.entity.merchantId } : { personId: s2.entity.personId },
+      ...categoryId ? { categoryId } : {}
+    }));
+  });
   if (links.length > 0) {
     const CHUNK = 500;
     for (let i2 = 0;i2 < links.length; i2 += CHUNK) {
       await client.post("/api/transactions/bulk-link-entity", { links: links.slice(i2, i2 + CHUNK) });
     }
   }
-  return { linked: links.length, unresolved: plan.unresolvedCount };
+  return { linked: links.length, categorized, unresolved: plan.unresolvedCount };
 }
 function registerTransactionTools(server, client, crypto3) {
   server.registerTool("get_transactions", {
@@ -45379,6 +45495,8 @@ function registerTransactionTools(server, client, crypto3) {
     }
   }, async ({ accountId, startDate, endDate }) => {
     const data = await client.get("/api/transactions/reconciliation-context", { accountId, startDate, endDate });
+    if (crypto3 && data.data)
+      await decryptTransactionFields(data.data, crypto3.key);
     return { content: [{ type: "text", text: JSON.stringify(data) }] };
   });
   server.registerTool("import_statement_batch", {
@@ -45396,19 +45514,13 @@ function registerTransactionTools(server, client, crypto3) {
       })).describe("Transactions to insert — should not include duplicates")
     }
   }, async ({ accountId, source, granularity, transactions: txns }) => {
-    const rows = txns.map((t2) => {
-      const enrichedData = settlementEnrichedData(String(t2.description ?? ""), t2.type, source);
-      return enrichedData ? { ...t2, enrichedData } : { ...t2 };
-    });
-    if (crypto3)
-      await encryptTransactionFields(rows, crypto3.key);
-    const data = await client.post("/api/transactions/import-batch", {
+    const data = await importTransactions(client, crypto3, {
       accountId,
       source,
       granularity,
-      transactions: rows
+      txns
     });
-    const rescan = await runRescan(client);
+    const rescan = await runRescan(client, crypto3);
     return {
       content: [
         {
@@ -45418,6 +45530,33 @@ function registerTransactionTools(server, client, crypto3) {
       ]
     };
   });
+  server.registerTool("import_statement_file", {
+    description: "Bulk-import a parsed statement from a local JSON file (avoids passing thousands of rows as args). " + "The file must contain a JSON array of {date (YYYY-MM-DD), amount (>0), type ('debit'|'credit'), description, referenceNumber?}. " + "Encrypts (private mode), inserts in chunks, then runs categorization ONCE at the end. Use this for large statements.",
+    inputSchema: {
+      accountId: exports_external.string().describe("Bank account UUID the statement belongs to"),
+      source: exports_external.enum(["bank_statement", "cc_statement", "manual", "telegram", "wisprflow", "ai_import"]).describe("Origin of the statement"),
+      granularity: exports_external.number().int().min(1).max(5).describe("Source trust level: 1=bank statement, 2=CC statement, 3=manual, 4=app export, 5=telegram/AI"),
+      filePath: exports_external.string().describe("Absolute path to a JSON file containing the parsed transactions array")
+    }
+  }, async ({ accountId, source, granularity, filePath }) => {
+    let txns;
+    try {
+      const raw = await readFile(filePath, "utf8");
+      const parsed = JSON.parse(raw);
+      if (!Array.isArray(parsed))
+        throw new Error("File must contain a JSON array");
+      txns = parsed;
+    } catch (e2) {
+      throw new Error(`Failed to read/parse ${filePath}: ${e2 instanceof Error ? e2.message : String(e2)}`);
+    }
+    const data = await importTransactions(client, crypto3, { accountId, source, granularity, txns });
+    const rescan = await runRescan(client, crypto3);
+    return {
+      content: [
+        { type: "text", text: JSON.stringify({ import: data, count: txns.length, rescan }) }
+      ]
+    };
+  });
   server.registerTool("delete_transactions", {
     description: "Hard-delete transactions. This is PERMANENT and cannot be undone. " + "Provide exactly one of: `id` (single transaction), `ids` (a list of transactions), " + "or `filters` (deletes all matching transactions). Returns the number of deleted transactions " + "for the bulk paths.",
     inputSchema: {
@@ -45449,7 +45588,7 @@ function registerTransactionTools(server, client, crypto3) {
     description: "Apply the household's saved learning rules (merchant aliases + category rules) to all uncategorized transactions. " + "Equivalent to the browser's auto-categorize flow. Run this after importing statements via MCP to populate merchants and categories.",
     inputSchema: {}
   }, async () => {
-    const result = await runRescan(client);
+    const result = await runRescan(client, crypto3);
     return { content: [{ type: "text", text: JSON.stringify(result) }] };
   });
   server.registerTool("get_settlement_candidates", {
@@ -45459,6 +45598,8 @@ function registerTransactionTools(server, client, crypto3) {
     }
   }, async ({ ccAccountId }) => {
     const data = await client.get("/api/transactions/settlement-candidates", { ccAccountId });
+    if (crypto3 && data.data)
+      await decryptTransactionFields(data.data, crypto3.key);
     return { content: [{ type: "text", text: JSON.stringify(data) }] };
   });
 }
@@ -45525,7 +45666,7 @@ async function main() {
   registerMerchantTools(server, client, crypto3);
   registerPersonTools(server, client, crypto3);
   registerCategoryTools(server, client);
-  registerAnalyticsTools(server, client);
+  registerAnalyticsTools(server, client, crypto3);
   registerAccountTools(server, client);
   registerGoalTools(server, client);
   registerBudgetTools(server, client);
@@ -45555,5 +45696,5 @@ main().catch((err) => {
   process.exit(1);
 });
 
-//# debugId=557FA489B90AB7D964756E2164756E21
+//# debugId=FB29DDFDDAE15AFC64756E2164756E21
 //# sourceMappingURL=index.js.map