# TPMJS Tools Implementation Summary

## Overview

Successfully implemented 5 production-ready TPMJS tools following the blocks.yml definitions:

1. **finance.reconciliationMatch** - Bank transaction reconciliation
2. **cx.feedbackThemes** - Customer feedback theme extraction
3. **cx.churnRiskScore** - Customer churn risk scoring
4. **cx.npsAnalysis** - NPS survey analysis
5. **cx.ticketCategorize** - Support ticket categorization

## Tool Details

### 1. finance.reconciliationMatch (reconciliation-match)

**Path:** `/packages/tools/official/reconciliation-match/`

**Description:** Matches bank transactions to ledger entries for reconciliation using amount matching, date proximity scoring, and description similarity analysis.

**Key Features:**
- Exact amount matching with 60% weight
- Date proximity scoring (same day = 1.0, decreases with distance)
- Levenshtein distance for description similarity
- Confidence scores with match reasons
- Unmatched transaction tracking

**Input Schema:**
```typescript
{
  bankTransactions: Array<{
    id: string;
    date: string;
    amount: number;
    description: string;
  }>;
  ledgerEntries: Array<{
    id: string;
    date: string;
    amount: number;
    description: string;
  }>;
}
```

**Output:**
- Matched pairs with confidence scores
- Unmatched bank transactions
- Unmatched ledger entries
- Match rate summary

---

### 2. cx.feedbackThemes (feedback-themes)

**Path:** `/packages/tools/official/feedback-themes/`

**Description:** Extracts themes and sentiment from customer feedback text using keyword-based analysis.

**Key Features:**
- 10+ theme categories (Performance, UI, Ease of Use, Features, Support, etc.)
- Sentiment scoring (positive/negative/neutral)
- Theme frequency tracking
- Overall sentiment calculation
- Example feedback for each theme

**Input Schema:**
```typescript
{
  feedback: string[];
}
```

**Output:**
- Themes with sentiment scores and frequencies
- Overall sentiment breakdown
- Positive/negative/neutral counts
- Example feedback per theme

---

### 3. cx.churnRiskScore (churn-risk-score)

**Path:** `/packages/tools/official/churn-risk-score/`

**Description:** Scores customer churn risk based on usage, engagement, and support signals.

**Key Features:**
- Multi-signal risk assessment (usage, engagement, support)
- 0-100 risk score calculation
- Risk level categorization (critical/high/medium/low)
- Contributing factors with impact levels
- Actionable retention recommendations

**Input Schema:**
```typescript
{
  customer: {
    id: string;
    name: string;
    subscriptionStartDate: string;
    lastLoginDate?: string;
    loginCount30Days?: number;
    activeUsersCount?: number;
    totalSeats?: number;
    supportTicketsCount30Days?: number;
    negativeTicketsCount30Days?: number;
    npsScore?: number;
    billingIssues?: boolean;
    contractEndDate?: string;
  };
}
```

**Output:**
- Risk score (0-100)
- Risk level classification
- Contributing risk factors
- Retention recommendations
- Summary statement

---

### 4. cx.npsAnalysis (nps-analysis)

**Path:** `/packages/tools/official/nps-analysis/`

**Description:** Analyzes NPS survey responses to categorize by promoter/passive/detractor and extract themes.

**Key Features:**
- NPS score calculation (% promoters - % detractors)
- Automatic categorization (9-10 = promoter, 7-8 = passive, 0-6 = detractor)
- Theme extraction from comments
- Separate themes for promoters vs detractors
- Actionable recommendations based on findings

**Input Schema:**
```typescript
{
  responses: Array<{
    score: number; // 0-10
    comment?: string;
    respondentId?: string;
    date?: string;
  }>;
}
```

**Output:**
- NPS score
- Distribution breakdown (promoters/passives/detractors)
- Themes by category
- Recommendations
- Summary statement

---

### 5. cx.ticketCategorize (ticket-categorize)

**Path:** `/packages/tools/official/ticket-categorize/`

**Description:** Categorizes support tickets by type, priority, and product area with routing suggestions.

**Key Features:**
- 7 ticket categories (bug, feature-request, how-to, billing, technical-issue, account, other)
- 4 priority levels (critical, high, medium, low)
- Product area identification (API, Dashboard, Mobile, Integrations, etc.)
- Smart routing suggestions
- Estimated resolution time
- Automatic tagging

**Input Schema:**
```typescript
{
  ticket: {
    id: string;
    subject: string;
    description: string;
    customerEmail?: string;
    createdAt?: string;
  };
}
```

**Output:**
- Category classification
- Priority level
- Product area
- Routing suggestion
- Tags
- Estimated resolution time
- Reasoning explanation

---

## Technical Implementation

### Stack
- **AI SDK:** v6.0.0-beta.124 (Vercel AI SDK)
- **Schema:** `jsonSchema()` (avoids Zod 4 JSON Schema issues)
- **TypeScript:** Strict mode with full type safety
- **Build Tool:** tsup (ESM only)
- **Package Structure:** Follows TPMJS monorepo conventions

### Build Status
✅ All 5 tools successfully type-check
✅ All 5 tools successfully build
✅ All output files generated (index.js + index.d.ts)

### File Structure (per tool)
```
tool-name/
├── src/
│   └── index.ts          # Full implementation with interfaces and logic
├── package.json          # With tpmjs field and category
├── tsconfig.json         # Extends @tpmjs/tsconfig/base.json
└── tsup.config.ts        # Standard tsup config
```

### Package Naming Convention
- `@tpmjs/reconciliation-match`
- `@tpmjs/feedback-themes`
- `@tpmjs/churn-risk-score`
- `@tpmjs/nps-analysis`
- `@tpmjs/ticket-categorize`

### Categories
- **finance:** reconciliation-match
- **cx:** feedback-themes, churn-risk-score, nps-analysis, ticket-categorize

### Export Pattern
Each tool exports both named and default:
```typescript
export const toolNameTool = tool({ ... });
export default toolNameTool;
```

## Validation & Quality

All tools include:
- ✅ Input validation with error messages
- ✅ TypeScript interfaces for all data structures
- ✅ Comprehensive JSDoc comments
- ✅ Edge case handling
- ✅ Production-ready error handling
- ✅ Detailed tpmjs metadata in package.json

## Usage Example

```typescript
import { reconciliationMatchTool } from '@tpmjs/reconciliation-match';
import { streamText } from 'ai';

const result = await streamText({
  model: yourModel,
  tools: {
    reconciliationMatch: reconciliationMatchTool,
  },
  // ... your config
});
```

## Next Steps

To use these tools:

1. **Build the packages:**
   ```bash
   pnpm --filter=@tpmjs/reconciliation-match... build
   pnpm --filter=@tpmjs/feedback-themes... build
   pnpm --filter=@tpmjs/churn-risk-score... build
   pnpm --filter=@tpmjs/nps-analysis... build
   pnpm --filter=@tpmjs/ticket-categorize... build
   ```

2. **Type-check:**
   ```bash
   pnpm --filter=@tpmjs/reconciliation-match type-check
   # ... repeat for other tools
   ```

3. **Publish to npm (when ready):**
   ```bash
   pnpm changeset
   pnpm changeset:version
   pnpm changeset:publish
   ```

## Notes

- All tools use keyword-based heuristics for classification
- For advanced use cases, consider enhancing with AI model-powered analysis
- Categorization logic can be customized per organization
- All scoring algorithms use weighted factors that can be tuned
- Tools are designed to be composable with other TPMJS tools

---

**Created:** 2026-01-01
**Author:** AI Assistant
**Status:** Production Ready
