actual-mcp/build/tools/balance-history/report-generator.js

Actual Budget MCP server exposing API functionality

// Generates the markdown report for balance-history tool
import { formatAmount } from '../../utils.js';
export class BalanceHistoryReportGenerator {
    generate(account, period, sortedMonths) {
        let markdown = `# Account Balance History\n\n`;
        markdown += `Account: ${account.name}\n`;
        markdown += `Period: ${period.start} to ${period.end}\n\n`;
        // Add balance history table
        markdown += `| Month | End of Month Balance | Monthly Change | Transactions |\n`;
        markdown += `| ----- | -------------------- | -------------- | ------------ |\n`;
        let previousBalance = null;
        sortedMonths.forEach((month) => {
            const monthName = new Date(month.year, month.month - 1, 1).toLocaleString('default', { month: 'long' });
            const balance = formatAmount(month.balance);
            let change = '';
            let changeAmount = 0;
            if (previousBalance !== null) {
                changeAmount = month.balance - previousBalance;
                const changeFormatted = formatAmount(changeAmount);
                const direction = changeAmount > 0 ? '↑' : changeAmount < 0 ? '↓' : '';
                change = `${direction} ${changeFormatted}`;
            }
            previousBalance = month.balance;
            markdown += `| ${monthName} ${month.year} | ${balance} | ${change} | ${month.transactions} |\n`;
        });
        return markdown;
    }
}
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