projectionlab-mcp 1.0.1 → 1.2.0

package/dist/plans.js.map

@@ -1 +1 @@
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package/dist/prompts/index.js

@@ -10,7 +10,7 @@ Use these tools in order of preference (smallest first):
 2. projectionlab_describe_schema - plan names, account IDs (small)
 3. projectionlab_get_summary - Current Finances inventory only; never treat its
    net worth as a projected outcome (small)
-4. projectionlab_get_plan_settings - assumptions, tax, Monte Carlo, and withdrawal configuration as discrete paths (small)
+4. projectionlab_get_plan_settings - assumptions, tax, Chance of Success (montecarlo), and withdrawal configuration as discrete paths (small)
 5. projectionlab_get_plan_section - one section; supports eventIdentifier and dot-path filters for single events/fields (smallest targeted read)
 6. projectionlab_get_current_finances - account balances (medium)
 7. projectionlab_get_plan - full single plan (large)
@@ -26,9 +26,12 @@ section), and prefer section replacement over restore tools (full replacement).
 
 Do NOT rely on memorized tax figures (brackets, IRMAA tiers, ACA subsidy
 cliffs, 0% LTCG thresholds, standard deductions, contribution limits) - they
-change annually. Look up current-year figures with web search when available,
-state the tax year you are using, and flag any figure you could not verify.
-Account for the user's state of residence rather than assuming one.
+change annually. ProjectionLab models with the current-year figures, and the
+user can read them in the app (Tax Analytics): ask the user what the app shows
+instead of supplying your own. Use web search only to explain a figure the user
+asks about, not to recompute what ProjectionLab already models. State the tax
+year you are using, flag anything you could not verify, and account for the
+user's state of residence rather than assuming one.
 
 ## ProjectionLab Data Model
 

package/dist/prompts/index.js.map

@@ -1 +1 @@
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package/dist/realEstate.d.ts

@@ -0,0 +1,22 @@
+import type { PlanObj } from "./plans.js";
+/**
+ * Labeled view of a property asset, or null for non-real-estate records.
+ *
+ * ProjectionLab stores a property's loan balance in `balance` and its market
+ * value in `amount`; the block labels both so a reader cannot mistake the
+ * loan for the value. Labels beyond `amount`/`balance` name observed stored
+ * fields whose UI meaning is not yet verified.
+ *
+ * Values come from the Current Finances record only, the master record
+ * writes target. Plan-modeled values (per-plan asset events) are never
+ * mixed in; plan-side values are read with projectionlab_get_plan_section
+ * on the `assets` section.
+ */
+export declare function buildRealEstateBlock(asset: PlanObj): PlanObj | null;
+/**
+ * Copy of `today` with a `realEstate` block added to each real-estate asset.
+ * The export comes from a shared cache, so entries are only replaced, never
+ * mutated in place; the original object is returned unchanged when no asset
+ * qualifies.
+ */
+export declare function withRealEstateBlocks(today: PlanObj): PlanObj;

package/dist/realEstate.js

@@ -0,0 +1,118 @@
+/**
+ * `type` value that marks a Current Finances `assets` entry as a property.
+ * Observed in live exports; the ProjectionLab UI shows these records on the
+ * real-estate tile.
+ */
+const REAL_ESTATE_TYPE = "real-estate";
+/**
+ * `paymentMethod` value under which ProjectionLab records loan terms.
+ * Observed in live exports.
+ */
+const FINANCED = "financed";
+function pick(source, keys) {
+    const out = {};
+    for (const key of keys) {
+        if (source[key] !== undefined)
+            out[key] = source[key];
+    }
+    return out;
+}
+function ratePair(source, rateKey, rateTypeKey) {
+    const pair = {};
+    if (source[rateKey] !== undefined)
+        pair.rate = source[rateKey];
+    if (source[rateTypeKey] !== undefined)
+        pair.rateType = source[rateTypeKey];
+    return Object.keys(pair).length > 0 ? pair : null;
+}
+/**
+ * Labeled view of a property asset, or null for non-real-estate records.
+ *
+ * ProjectionLab stores a property's loan balance in `balance` and its market
+ * value in `amount`; the block labels both so a reader cannot mistake the
+ * loan for the value. Labels beyond `amount`/`balance` name observed stored
+ * fields whose UI meaning is not yet verified.
+ *
+ * Values come from the Current Finances record only, the master record
+ * writes target. Plan-modeled values (per-plan asset events) are never
+ * mixed in; plan-side values are read with projectionlab_get_plan_section
+ * on the `assets` section.
+ */
+export function buildRealEstateBlock(asset) {
+    if (asset.type !== REAL_ESTATE_TYPE)
+        return null;
+    const block = {};
+    const loanBalance = asset.balance ?? 0;
+    block.loanBalance = loanBalance;
+    if (asset.amount !== undefined)
+        block.marketValue = asset.amount;
+    if (typeof asset.amount === "number" && typeof loanBalance === "number") {
+        block.netEquity = asset.amount - loanBalance;
+    }
+    Object.assign(block, pick(asset, ["paymentMethod", "classification", "excludeLoanFromLNW"]));
+    if (asset.paymentMethod === FINANCED) {
+        const loan = pick(asset, [
+            "interestType",
+            "monthlyPayment",
+            "compounding",
+        ]);
+        if (asset.interestRate !== undefined)
+            loan.apr = asset.interestRate;
+        if (Object.keys(loan).length > 0)
+            block.loan = loan;
+    }
+    const propertyTax = ratePair(asset, "taxRate", "taxRateType");
+    if (propertyTax)
+        block.propertyTax = propertyTax;
+    const insurance = ratePair(asset, "insuranceRate", "insuranceRateType");
+    if (insurance)
+        block.insurance = insurance;
+    const maintenance = ratePair(asset, "maintenanceRate", "maintenanceRateType");
+    if (maintenance)
+        block.maintenance = maintenance;
+    const monthlyHOA = {};
+    if (asset.monthlyHOA !== undefined)
+        monthlyHOA.amount = asset.monthlyHOA;
+    if (asset.monthlyHOAType !== undefined)
+        monthlyHOA.type = asset.monthlyHOAType;
+    if (Object.keys(monthlyHOA).length > 0)
+        block.monthlyHOA = monthlyHOA;
+    const yearlyChange = asset.yearlyChange;
+    if (yearlyChange &&
+        typeof yearlyChange === "object" &&
+        !Array.isArray(yearlyChange)) {
+        const change = yearlyChange;
+        const appreciation = {};
+        if (change.amount !== undefined)
+            appreciation.rate = change.amount;
+        if (change.type !== undefined)
+            appreciation.type = change.type;
+        if (Object.keys(appreciation).length > 0)
+            block.appreciation = appreciation;
+    }
+    return block;
+}
+/**
+ * Copy of `today` with a `realEstate` block added to each real-estate asset.
+ * The export comes from a shared cache, so entries are only replaced, never
+ * mutated in place; the original object is returned unchanged when no asset
+ * qualifies.
+ */
+export function withRealEstateBlocks(today) {
+    const assets = today.assets;
+    if (!Array.isArray(assets))
+        return today;
+    let changed = false;
+    const nextAssets = assets.map((asset) => {
+        if (!asset || typeof asset !== "object" || Array.isArray(asset)) {
+            return asset;
+        }
+        const block = buildRealEstateBlock(asset);
+        if (!block)
+            return asset;
+        changed = true;
+        return { ...asset, realEstate: block };
+    });
+    return changed ? { ...today, assets: nextAssets } : today;
+}
+//# sourceMappingURL=realEstate.js.map

package/dist/realEstate.js.map

@@ -0,0 +1 @@
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package/dist/redact.d.ts

@@ -1,4 +1,30 @@
+/** The stand-in every redacted value carries; shared with the diff engine. */
+export declare const REDACTED = "[REDACTED]";
 export declare function isSecretFieldName(name: string): boolean;
+/**
+ * Dot paths (array indices joined with dots) where a secret-named key holds
+ * exactly the `REDACTED` sentinel. A payload built from a redacted read
+ * carries these; writing one back would store the sentinel as real data.
+ */
+export declare function findRedactedSecretPaths(value: unknown, prefix?: string): string[];
+/**
+ * Snapshot-only stand-in for the Plugin API key. Unlike REDACTED it is
+ * restorable: snapshot files hold it in place of the key, and every read
+ * path (SnapshotManager.get) puts the current config.apiKey back, so a
+ * rollback writes the real key while no snapshot file ever holds it.
+ */
+export declare const SNAPSHOT_KEY_PLACEHOLDER = "[[PL_API_KEY]]";
+/** Snapshot-write direction: every occurrence of the Plugin API key inside
+ * any string becomes SNAPSHOT_KEY_PLACEHOLDER. */
+export declare function redactApiKeyToPlaceholder<T>(value: T): T;
+/** Snapshot-read direction: SNAPSHOT_KEY_PLACEHOLDER inside any string
+ * becomes the current Plugin API key. Without a configured key the value is
+ * returned unchanged, so callers can detect placeholder-bound writes. */
+export declare function restoreApiKeyFromPlaceholder<T>(value: T): T;
+/** True when any string inside `value` contains `needle`. */
+export declare function containsText(value: unknown, needle: string): boolean;
+/** True when any string in `value` still holds SNAPSHOT_KEY_PLACEHOLDER. */
+export declare function hasApiKeyPlaceholder(value: unknown): boolean;
 export interface RedactOptions {
     /**
      * Also redact any field whose *name* looks like a secret (apiKey, token,

package/dist/redact.js

@@ -1,5 +1,6 @@
 import { config } from "./config.js";
-const REDACTED = "[REDACTED]";
+/** The stand-in every redacted value carries; shared with the diff engine. */
+export const REDACTED = "[REDACTED]";
 // Field names whose values are secrets regardless of content. Used only for
 // read-only artifacts (exports, resources) - NOT for snapshots, since redacting
 // by name could corrupt a later restore.
@@ -7,6 +8,97 @@ const SECRET_KEY_PATTERN = /^(.*[-_])?(api[-_]?key|plugin[-_]?api[-_]?key|token|
 export function isSecretFieldName(name) {
     return SECRET_KEY_PATTERN.test(name);
 }
+/**
+ * Dot paths (array indices joined with dots) where a secret-named key holds
+ * exactly the `REDACTED` sentinel. A payload built from a redacted read
+ * carries these; writing one back would store the sentinel as real data.
+ */
+export function findRedactedSecretPaths(value, prefix = "") {
+    const paths = [];
+    const walk = (v, at) => {
+        if (Array.isArray(v)) {
+            v.forEach((item, i) => walk(item, at ? `${at}.${i}` : String(i)));
+            return;
+        }
+        if (v && typeof v === "object") {
+            for (const [k, val] of Object.entries(v)) {
+                const path = at ? `${at}.${k}` : k;
+                if (isSecretFieldName(k) && val === REDACTED)
+                    paths.push(path);
+                else
+                    walk(val, path);
+            }
+        }
+    };
+    walk(value, prefix);
+    return paths;
+}
+/**
+ * Snapshot-only stand-in for the Plugin API key. Unlike REDACTED it is
+ * restorable: snapshot files hold it in place of the key, and every read
+ * path (SnapshotManager.get) puts the current config.apiKey back, so a
+ * rollback writes the real key while no snapshot file ever holds it.
+ */
+export const SNAPSHOT_KEY_PLACEHOLDER = "[[PL_API_KEY]]";
+/** Deep copy with `find` replaced by `replace` inside every string. */
+function replaceInStrings(value, find, replace) {
+    if (!find)
+        return value;
+    const seen = new WeakSet();
+    const walk = (v) => {
+        if (typeof v === "string")
+            return v.includes(find) ? v.split(find).join(replace) : v;
+        if (Array.isArray(v))
+            return v.map(walk);
+        if (v && typeof v === "object") {
+            if (seen.has(v))
+                return v; // guard cycles
+            seen.add(v);
+            const out = {};
+            for (const [k, val] of Object.entries(v)) {
+                out[k] = walk(val);
+            }
+            return out;
+        }
+        return v;
+    };
+    return walk(value);
+}
+/** Snapshot-write direction: every occurrence of the Plugin API key inside
+ * any string becomes SNAPSHOT_KEY_PLACEHOLDER. */
+export function redactApiKeyToPlaceholder(value) {
+    return replaceInStrings(value, config.apiKey ?? "", SNAPSHOT_KEY_PLACEHOLDER);
+}
+/** Snapshot-read direction: SNAPSHOT_KEY_PLACEHOLDER inside any string
+ * becomes the current Plugin API key. Without a configured key the value is
+ * returned unchanged, so callers can detect placeholder-bound writes. */
+export function restoreApiKeyFromPlaceholder(value) {
+    if (!config.apiKey)
+        return value;
+    return replaceInStrings(value, SNAPSHOT_KEY_PLACEHOLDER, config.apiKey);
+}
+/** True when any string inside `value` contains `needle`. */
+export function containsText(value, needle) {
+    const seen = new WeakSet();
+    const walk = (v) => {
+        if (typeof v === "string")
+            return v.includes(needle);
+        if (Array.isArray(v))
+            return v.some(walk);
+        if (v && typeof v === "object") {
+            if (seen.has(v))
+                return false;
+            seen.add(v);
+            return Object.values(v).some(walk);
+        }
+        return false;
+    };
+    return walk(value);
+}
+/** True when any string in `value` still holds SNAPSHOT_KEY_PLACEHOLDER. */
+export function hasApiKeyPlaceholder(value) {
+    return containsText(value, SNAPSHOT_KEY_PLACEHOLDER);
+}
 /**
  * Returns a deep copy of `value` with secrets scrubbed:
  *  - The literal Plugin API key (config.apiKey) is replaced wherever it appears

package/dist/redact.js.map

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package/dist/resources/dataModel.d.ts

@@ -0,0 +1,3 @@
+import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+export declare function renderDataModelMarkdown(): string;
+export declare function registerDataModelResource(server: McpServer): void;

package/dist/resources/dataModel.js

@@ -0,0 +1,66 @@
+import { DATA_MODEL_GROUPS, DATA_MODEL_PROJECTIONLAB_VERSION, } from "../dataModel.js";
+function renderField(pattern, field) {
+    const parts = [`- \`${pattern}\` [${field.evidence}]: ${field.description}`];
+    if (field.units)
+        parts.push(`Units: ${field.units}.`);
+    if (field.allowedValues) {
+        parts.push(`Allowed values: ${field.allowedValues.join(", ")}.`);
+    }
+    if (field.enabledBy)
+        parts.push(`Enabled by: ${field.enabledBy}.`);
+    if (field.note)
+        parts.push(`Note: ${field.note}`);
+    return parts.join(" ");
+}
+export function renderDataModelMarkdown() {
+    const lines = [
+        `# ProjectionLab Data Model (ProjectionLab ${DATA_MODEL_PROJECTIONLAB_VERSION})`,
+        "",
+        `Field reference for the values this server reads with \`listPaths\` and writes with the ` +
+            `update tools. Paths are dot paths exactly as \`listPaths\` lists them and as ` +
+            "`pathChanges` addresses them, relative to the listed object; `*` stands for any single " +
+            "path segment, such as an array index or a withdrawal strategy name. Each group names " +
+            "the scope the paths are listed and written under.",
+        "",
+        `Everything here describes ProjectionLab ${DATA_MODEL_PROJECTIONLAB_VERSION}. A future ` +
+            "version (v5 and beyond) may rename fields, change units, or add and remove options. " +
+            "Check the live values before writing.",
+        "",
+        "Evidence tags: [observed] means a value was set through the UI and the stored value was " +
+            "read back (or matched field-for-field against a known plan). [ui-label] means the " +
+            "control was seen in the UI but the entry is not yet confirmed by a stored-value test. " +
+            "Writes are refused only on [observed] option lists.",
+        "",
+        "The most dangerous trap is the rate scale: most rates are stored in percentage points " +
+            "(`variables.inflation: 3` means 3%), but the tax strategy bracket rates are stored as " +
+            "decimal fractions (`variables.taxStrategy.bracketRate: 0.22` means 22%). Read the " +
+            "current value first and write the new one on the same scale.",
+        "",
+    ];
+    for (const group of DATA_MODEL_GROUPS) {
+        lines.push(`## ${group.title}`, "");
+        for (const [pattern, field] of Object.entries(group.fields)) {
+            lines.push(renderField(pattern, field));
+        }
+        lines.push("");
+    }
+    return lines.join("\n");
+}
+export function registerDataModelResource(server) {
+    server.registerResource("data-model", "projectionlab://data-model", {
+        title: "ProjectionLab Data Model",
+        description: `Field meanings, units, and allowed values for path-addressable reads and writes, ` +
+            `version-stamped to ProjectionLab ${DATA_MODEL_PROJECTIONLAB_VERSION}. Static. ` +
+            "Entries tagged ui-label are not yet confirmed by a stored-value test.",
+        mimeType: "text/markdown",
+    }, async (uri) => ({
+        contents: [
+            {
+                uri: uri.href,
+                text: renderDataModelMarkdown(),
+                mimeType: "text/markdown",
+            },
+        ],
+    }));
+}
+//# sourceMappingURL=dataModel.js.map

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