Files
accounted/extensions/general/enable-banking/lib/bank-match.ts
T
ec9cab24cc feat(mcp): ask the bank first: connect link deep-starts the named bank's consent (#1951)
* feat(mcp): ask the bank first: connect link deep-starts the named bank's consent

The connect card used to open the generic picker page; the user then chose
the bank there. The agent now asks 'vilken bank har företaget?' among the
opening questions and passes it to gnubok_connect_bank, whose connect_url
becomes /import?mode=psd2&bank=<name>. BankSelector resolves the name
(exact, then unique prefix, then unique substring: ambiguous names fall
back to the prefilled picker rather than guessing an institution) and
auto-starts that bank's consent through the same onConnect handler, so
the duplicate-pending and renew-instead guards stay fully interactive.
The param is stripped via history.replaceState after the one-shot so an
aborted bank flow plus back-navigation does not silently relaunch.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(mcp): first-year suggestion keeps the AB vs enskild firma distinction

Compliance-review finding on #1949: the suggestion text collapsed both
forms onto a 31 December end. Only an enskild firma's first year MUST end
31 December; an AB may pick any end within BFL 3 kap 3 §'s 18-month cap,
with 31 December as the common default. The lookup tool's still_to_ask
line and the skill now say so explicitly, and first-year-defaults
documents that fiscalYear-null is a strong-not-perfect filed-report
signal that must only ever feed confirm-question suggestions.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-26 14:31:45 +02:00

33 lines
1.2 KiB
TypeScript

/**
* Resolve a user-stated bank name ("swedbank", "SEB", "handelsbanken") to
* one ASPSP from the Enable Banking list, so a deep link can start that
* bank's consent directly instead of showing the picker.
*
* Matching is deliberately conservative: exact (case-insensitive) first,
* then a UNIQUE prefix match, then a UNIQUE substring match. An ambiguous
* or unknown name returns null and the caller falls back to the picker
* with the query prefilled: guessing between "Länsförsäkringar Bank" and a
* regional "Länsförsäkringar Skåne" would start a consent at the wrong
* institution.
*/
export function matchBankByName<T extends { name: string }>(
banks: T[],
query: string
): T | null {
const q = query.trim().toLowerCase()
if (!q) return null
const exact = banks.filter((b) => b.name.toLowerCase() === q)
if (exact.length === 1) return exact[0]
if (exact.length > 1) return null
const prefix = banks.filter((b) => b.name.toLowerCase().startsWith(q))
if (prefix.length === 1) return prefix[0]
if (prefix.length > 1) return null
const substring = banks.filter((b) => b.name.toLowerCase().includes(q))
if (substring.length === 1) return substring[0]
return null
}