@dizzlkheinz/ynab-mcpb 0.18.4 → 0.19.0

package/src/tools/transactionUtils.ts

@@ -1,23 +1,23 @@
-import { CallToolResult } from '@modelcontextprotocol/sdk/types.js';
-import { createHash } from 'crypto';
-import * as ynab from 'ynab';
-import type { SaveTransactionsResponseData } from 'ynab/dist/models/SaveTransactionsResponseData.js';
-import { ValidationError } from '../types/index.js';
-import { responseFormatter } from '../server/responseFormatter.js';
-import { cacheManager, CacheManager } from '../server/cacheManager.js';
-import type { DeltaCache } from '../server/deltaCache.js';
-import type { ServerKnowledgeStore } from '../server/serverKnowledgeStore.js';
+import { createHash } from "node:crypto";
+import type { CallToolResult } from "@modelcontextprotocol/sdk/types.js";
+import type * as ynab from "ynab";
+import type { SaveTransactionsResponseData } from "ynab/dist/models/SaveTransactionsResponseData.js";
+import { CacheManager, cacheManager } from "../server/cacheManager.js";
+import type { DeltaCache } from "../server/deltaCache.js";
+import { globalRequestLogger } from "../server/requestLogger.js";
+import { responseFormatter } from "../server/responseFormatter.js";
+import type { ServerKnowledgeStore } from "../server/serverKnowledgeStore.js";
+import { ValidationError } from "../types/index.js";
 import type {
-  CategorySource,
-  TransactionCacheInvalidationOptions,
-  CorrelationPayload,
-  CorrelationPayloadInput,
-  BulkTransactionInput,
-  BulkTransactionResult,
-  BulkCreateResponse,
-  BulkUpdateResponse,
-} from './transactionSchemas.js';
-import { globalRequestLogger } from '../server/requestLogger.js';
+	BulkCreateResponse,
+	BulkTransactionInput,
+	BulkTransactionResult,
+	BulkUpdateResponse,
+	CategorySource,
+	CorrelationPayload,
+	CorrelationPayloadInput,
+	TransactionCacheInvalidationOptions,
+} from "./transactionSchemas.js";
 
 /**
  * Transaction Utilities
@@ -41,11 +41,14 @@ const MAX_RESPONSE_BYTES = 100 * 1024;
 /**
  * Utility function to ensure transaction is not null/undefined
  */
-export function ensureTransaction<T>(transaction: T | undefined, errorMessage: string): T {
-  if (!transaction) {
-    throw new Error(errorMessage);
-  }
-  return transaction;
+export function ensureTransaction<T>(
+	transaction: T | undefined,
+	errorMessage: string,
+): T {
+	if (!transaction) {
+		throw new Error(errorMessage);
+	}
+	return transaction;
 }
 
 // ============================================================================
@@ -55,48 +58,51 @@ export function ensureTransaction<T>(transaction: T | undefined, errorMessage: s
 /**
  * Appends category IDs from a source to a target set
  */
-export function appendCategoryIds(source: CategorySource | undefined, target: Set<string>): void {
-  if (!source) {
-    return;
-  }
-  if (source.category_id) {
-    target.add(source.category_id);
-  }
-  if (Array.isArray(source.subtransactions)) {
-    for (const sub of source.subtransactions) {
-      if (sub?.category_id) {
-        target.add(sub.category_id);
-      }
-    }
-  }
+export function appendCategoryIds(
+	source: CategorySource | undefined,
+	target: Set<string>,
+): void {
+	if (!source) {
+		return;
+	}
+	if (source.category_id) {
+		target.add(source.category_id);
+	}
+	if (Array.isArray(source.subtransactions)) {
+		for (const sub of source.subtransactions) {
+			if (sub?.category_id) {
+				target.add(sub.category_id);
+			}
+		}
+	}
 }
 
 /**
  * Collects category IDs from multiple sources
  */
 export function collectCategoryIdsFromSources(
-  ...sources: (CategorySource | undefined)[]
+	...sources: (CategorySource | undefined)[]
 ): Set<string> {
-  const result = new Set<string>();
-  for (const source of sources) {
-    appendCategoryIds(source, result);
-  }
-  return result;
+	const result = new Set<string>();
+	for (const source of sources) {
+		appendCategoryIds(source, result);
+	}
+	return result;
 }
 
 /**
  * Checks if two sets are equal
  */
 export function setsEqual<T>(a: Set<T>, b: Set<T>): boolean {
-  if (a.size !== b.size) {
-    return false;
-  }
-  for (const value of a) {
-    if (!b.has(value)) {
-      return false;
-    }
-  }
-  return true;
+	if (a.size !== b.size) {
+		return false;
+	}
+	for (const value of a) {
+		if (!b.has(value)) {
+			return false;
+		}
+	}
+	return true;
 }
 
 // ============================================================================
@@ -112,61 +118,89 @@ export const toMonthKey = (date: string): string => `${date.slice(0, 7)}-01`;
  * Invalidates transaction-related caches after write operations
  */
 export function invalidateTransactionCaches(
-  deltaCache: DeltaCache,
-  knowledgeStore: ServerKnowledgeStore,
-  budgetId: string,
-  serverKnowledge: number | undefined,
-  affectedAccountIds: Set<string>,
-  affectedMonths: Set<string>,
-  options: TransactionCacheInvalidationOptions = {},
+	deltaCache: DeltaCache,
+	knowledgeStore: ServerKnowledgeStore,
+	budgetId: string,
+	serverKnowledge: number | undefined,
+	affectedAccountIds: Set<string>,
+	affectedMonths: Set<string>,
+	options: TransactionCacheInvalidationOptions = {},
 ): void {
-  deltaCache.invalidate(budgetId, 'transactions');
-  cacheManager.delete(CacheManager.generateKey('transactions', 'list', budgetId));
-
-  for (const accountId of affectedAccountIds) {
-    const accountPrefix = CacheManager.generateKey('transactions', 'account', budgetId, accountId);
-    cacheManager.deleteByPrefix(accountPrefix);
-  }
-
-  const invalidateAccountsList = options.accountTotalsChanged ?? true;
-  if (invalidateAccountsList) {
-    cacheManager.delete(CacheManager.generateKey('accounts', 'list', budgetId));
-  }
-  for (const accountId of affectedAccountIds) {
-    cacheManager.delete(CacheManager.generateKey('account', 'get', budgetId, accountId));
-  }
-
-  const affectedCategoryIds = options.affectedCategoryIds ?? new Set<string>();
-  const shouldInvalidateCategories =
-    options.invalidateAllCategories || affectedCategoryIds.size > 0;
-  if (shouldInvalidateCategories) {
-    cacheManager.delete(CacheManager.generateKey('categories', 'list', budgetId));
-    for (const categoryId of affectedCategoryIds) {
-      cacheManager.delete(CacheManager.generateKey('category', 'get', budgetId, categoryId));
-    }
-  }
-
-  const shouldInvalidateMonths = options.invalidateMonths ?? affectedMonths.size > 0;
-  if (shouldInvalidateMonths) {
-    cacheManager.delete(CacheManager.generateKey('months', 'list', budgetId));
-    deltaCache.invalidate(budgetId, 'months');
-    for (const month of affectedMonths) {
-      cacheManager.delete(CacheManager.generateKey('month', 'get', budgetId, month));
-    }
-  }
-
-  if (serverKnowledge !== undefined) {
-    const transactionCacheKey = CacheManager.generateKey('transactions', 'list', budgetId);
-    knowledgeStore.update(transactionCacheKey, serverKnowledge);
-    if (invalidateAccountsList) {
-      const accountsCacheKey = CacheManager.generateKey('accounts', 'list', budgetId);
-      knowledgeStore.update(accountsCacheKey, serverKnowledge);
-    }
-    if (shouldInvalidateMonths && affectedMonths.size > 0) {
-      const monthsCacheKey = CacheManager.generateKey('months', 'list', budgetId);
-      knowledgeStore.update(monthsCacheKey, serverKnowledge);
-    }
-  }
+	deltaCache.invalidate(budgetId, "transactions");
+	cacheManager.delete(
+		CacheManager.generateKey("transactions", "list", budgetId),
+	);
+
+	for (const accountId of affectedAccountIds) {
+		const accountPrefix = CacheManager.generateKey(
+			"transactions",
+			"account",
+			budgetId,
+			accountId,
+		);
+		cacheManager.deleteByPrefix(accountPrefix);
+	}
+
+	const invalidateAccountsList = options.accountTotalsChanged ?? true;
+	if (invalidateAccountsList) {
+		cacheManager.delete(CacheManager.generateKey("accounts", "list", budgetId));
+	}
+	for (const accountId of affectedAccountIds) {
+		cacheManager.delete(
+			CacheManager.generateKey("account", "get", budgetId, accountId),
+		);
+	}
+
+	const affectedCategoryIds = options.affectedCategoryIds ?? new Set<string>();
+	const shouldInvalidateCategories =
+		options.invalidateAllCategories || affectedCategoryIds.size > 0;
+	if (shouldInvalidateCategories) {
+		cacheManager.delete(
+			CacheManager.generateKey("categories", "list", budgetId),
+		);
+		for (const categoryId of affectedCategoryIds) {
+			cacheManager.delete(
+				CacheManager.generateKey("category", "get", budgetId, categoryId),
+			);
+		}
+	}
+
+	const shouldInvalidateMonths =
+		options.invalidateMonths ?? affectedMonths.size > 0;
+	if (shouldInvalidateMonths) {
+		cacheManager.delete(CacheManager.generateKey("months", "list", budgetId));
+		deltaCache.invalidate(budgetId, "months");
+		for (const month of affectedMonths) {
+			cacheManager.delete(
+				CacheManager.generateKey("month", "get", budgetId, month),
+			);
+		}
+	}
+
+	if (serverKnowledge !== undefined) {
+		const transactionCacheKey = CacheManager.generateKey(
+			"transactions",
+			"list",
+			budgetId,
+		);
+		knowledgeStore.update(transactionCacheKey, serverKnowledge);
+		if (invalidateAccountsList) {
+			const accountsCacheKey = CacheManager.generateKey(
+				"accounts",
+				"list",
+				budgetId,
+			);
+			knowledgeStore.update(accountsCacheKey, serverKnowledge);
+		}
+		if (shouldInvalidateMonths && affectedMonths.size > 0) {
+			const monthsCacheKey = CacheManager.generateKey(
+				"months",
+				"list",
+				budgetId,
+			);
+			knowledgeStore.update(monthsCacheKey, serverKnowledge);
+		}
+	}
 }
 
 // ============================================================================
@@ -177,182 +211,197 @@ export function invalidateTransactionCaches(
  * Generates a correlation key for a transaction
  */
 export function generateCorrelationKey(transaction: {
-  account_id?: string;
-  date?: string;
-  amount?: number;
-  payee_id?: string | null;
-  payee_name?: string | null;
-  category_id?: string | null;
-  memo?: string | null;
-  cleared?: ynab.TransactionClearedStatus;
-  approved?: boolean;
-  flag_color?: ynab.TransactionFlagColor | null;
-  import_id?: string | null;
+	account_id?: string;
+	date?: string;
+	amount?: number;
+	payee_id?: string | null;
+	payee_name?: string | null;
+	category_id?: string | null;
+	memo?: string | null;
+	cleared?: ynab.TransactionClearedStatus;
+	approved?: boolean;
+	flag_color?: ynab.TransactionFlagColor | null;
+	import_id?: string | null;
 }): string {
-  if (transaction.import_id) {
-    return transaction.import_id;
-  }
-
-  const segments = [
-    `account:${transaction.account_id ?? ''}`,
-    `date:${transaction.date ?? ''}`,
-    `amount:${transaction.amount ?? 0}`,
-    `payee:${transaction.payee_id ?? transaction.payee_name ?? ''}`,
-    `category:${transaction.category_id ?? ''}`,
-    `memo:${transaction.memo ?? ''}`,
-    `cleared:${transaction.cleared ?? ''}`,
-    `approved:${transaction.approved ?? false}`,
-    `flag:${transaction.flag_color ?? ''}`,
-  ];
-
-  const normalized = segments.join('|');
-  const hash = createHash('sha256').update(normalized).digest('hex').slice(0, 16);
-  return `hash:${hash}`;
+	if (transaction.import_id) {
+		return transaction.import_id;
+	}
+
+	const segments = [
+		`account:${transaction.account_id ?? ""}`,
+		`date:${transaction.date ?? ""}`,
+		`amount:${transaction.amount ?? 0}`,
+		`payee:${transaction.payee_id ?? transaction.payee_name ?? ""}`,
+		`category:${transaction.category_id ?? ""}`,
+		`memo:${transaction.memo ?? ""}`,
+		`cleared:${transaction.cleared ?? ""}`,
+		`approved:${transaction.approved ?? false}`,
+		`flag:${transaction.flag_color ?? ""}`,
+	];
+
+	const normalized = segments.join("|");
+	const hash = createHash("sha256")
+		.update(normalized)
+		.digest("hex")
+		.slice(0, 16);
+	return `hash:${hash}`;
 }
 
 /**
  * Converts a transaction input to a correlation payload
  */
-export function toCorrelationPayload(transaction: CorrelationPayloadInput): CorrelationPayload {
-  const payload: CorrelationPayload = {};
-  if (transaction.account_id !== undefined) {
-    payload.account_id = transaction.account_id;
-  }
-  if (transaction.date !== undefined) {
-    payload.date = transaction.date;
-  }
-  if (transaction.amount !== undefined) {
-    payload.amount = transaction.amount;
-  }
-  if (transaction.cleared !== undefined) {
-    payload.cleared = transaction.cleared;
-  }
-  if (transaction.approved !== undefined) {
-    payload.approved = transaction.approved;
-  }
-  if (transaction.flag_color !== undefined) {
-    payload.flag_color = transaction.flag_color;
-  }
-  payload.payee_id = transaction.payee_id ?? null;
-  payload.payee_name = transaction.payee_name ?? null;
-  payload.category_id = transaction.category_id ?? null;
-  payload.memo = transaction.memo ?? null;
-  payload.import_id = transaction.import_id ?? null;
-  return payload;
+export function toCorrelationPayload(
+	transaction: CorrelationPayloadInput,
+): CorrelationPayload {
+	const payload: CorrelationPayload = {};
+	if (transaction.account_id !== undefined) {
+		payload.account_id = transaction.account_id;
+	}
+	if (transaction.date !== undefined) {
+		payload.date = transaction.date;
+	}
+	if (transaction.amount !== undefined) {
+		payload.amount = transaction.amount;
+	}
+	if (transaction.cleared !== undefined) {
+		payload.cleared = transaction.cleared;
+	}
+	if (transaction.approved !== undefined) {
+		payload.approved = transaction.approved;
+	}
+	if (transaction.flag_color !== undefined) {
+		payload.flag_color = transaction.flag_color;
+	}
+	payload.payee_id = transaction.payee_id ?? null;
+	payload.payee_name = transaction.payee_name ?? null;
+	payload.category_id = transaction.category_id ?? null;
+	payload.memo = transaction.memo ?? null;
+	payload.import_id = transaction.import_id ?? null;
+	return payload;
 }
 
 /**
  * Correlates bulk transaction requests with YNAB response data
  */
 export function correlateResults(
-  requests: BulkTransactionInput[],
-  responseData: SaveTransactionsResponseData,
-  duplicateImportIds: Set<string>,
+	requests: BulkTransactionInput[],
+	responseData: SaveTransactionsResponseData,
+	duplicateImportIds: Set<string>,
 ): BulkTransactionResult[] {
-  const createdByImportId = new Map<string, string[]>();
-  const createdByHash = new Map<string, string[]>();
-  const responseTransactions = responseData.transactions ?? [];
-
-  const register = (map: Map<string, string[]>, key: string, transactionId: string): void => {
-    const existing = map.get(key);
-    if (existing) {
-      existing.push(transactionId);
-      return;
-    }
-    map.set(key, [transactionId]);
-  };
-
-  for (const transaction of responseTransactions) {
-    if (!transaction.id) {
-      continue;
-    }
-    const key = generateCorrelationKey(transaction);
-    if (key.startsWith('hash:')) {
-      register(createdByHash, key, transaction.id);
-    } else {
-      register(createdByImportId, key, transaction.id);
-    }
-  }
-
-  const popId = (map: Map<string, string[]>, key: string): string | undefined => {
-    const bucket = map.get(key);
-    if (!bucket || bucket.length === 0) {
-      return undefined;
-    }
-    const [transactionId] = bucket.splice(0, 1);
-    if (bucket.length === 0) {
-      map.delete(key);
-    }
-    return transactionId;
-  };
-
-  const correlatedResults: BulkTransactionResult[] = [];
-
-  for (const [index, transaction] of requests.entries()) {
-    const normalizedRequest = toCorrelationPayload(transaction);
-    const correlationKey = generateCorrelationKey(normalizedRequest);
-
-    if (transaction.import_id && duplicateImportIds.has(transaction.import_id)) {
-      correlatedResults.push({
-        request_index: index,
-        status: 'duplicate',
-        correlation_key: correlationKey,
-      });
-      continue;
-    }
-
-    let transactionId: string | undefined;
-    if (correlationKey.startsWith('hash:')) {
-      transactionId = popId(createdByHash, correlationKey);
-    } else {
-      transactionId = popId(createdByImportId, correlationKey);
-    }
-
-    if (!transactionId && !correlationKey.startsWith('hash:')) {
-      // Attempt hash-based fallback if import_id was not matched.
-      const hashKey = generateCorrelationKey(
-        toCorrelationPayload({ ...transaction, import_id: undefined }),
-      );
-      transactionId = popId(createdByHash, hashKey);
-    }
-
-    if (transactionId) {
-      const successResult: BulkTransactionResult = {
-        request_index: index,
-        status: 'created',
-        correlation_key: correlationKey,
-      };
-      successResult.transaction_id = transactionId;
-      correlatedResults.push(successResult);
-      continue;
-    }
-
-    globalRequestLogger.logError(
-      'ynab:create_transactions',
-      'correlate_results',
-      {
-        request_index: index,
-        correlation_key: correlationKey,
-        request: {
-          account_id: transaction.account_id,
-          date: transaction.date,
-          amount: transaction.amount,
-          import_id: transaction.import_id,
-        },
-      },
-      'correlation_failed',
-    );
-
-    correlatedResults.push({
-      request_index: index,
-      status: 'failed',
-      correlation_key: correlationKey,
-      error_code: 'correlation_failed',
-      error: 'Unable to correlate request transaction with YNAB response',
-    });
-  }
-
-  return correlatedResults;
+	const createdByImportId = new Map<string, string[]>();
+	const createdByHash = new Map<string, string[]>();
+	const responseTransactions = responseData.transactions ?? [];
+
+	const register = (
+		map: Map<string, string[]>,
+		key: string,
+		transactionId: string,
+	): void => {
+		const existing = map.get(key);
+		if (existing) {
+			existing.push(transactionId);
+			return;
+		}
+		map.set(key, [transactionId]);
+	};
+
+	for (const transaction of responseTransactions) {
+		if (!transaction.id) {
+			continue;
+		}
+		const key = generateCorrelationKey(transaction);
+		if (key.startsWith("hash:")) {
+			register(createdByHash, key, transaction.id);
+		} else {
+			register(createdByImportId, key, transaction.id);
+		}
+	}
+
+	const popId = (
+		map: Map<string, string[]>,
+		key: string,
+	): string | undefined => {
+		const bucket = map.get(key);
+		if (!bucket || bucket.length === 0) {
+			return undefined;
+		}
+		const [transactionId] = bucket.splice(0, 1);
+		if (bucket.length === 0) {
+			map.delete(key);
+		}
+		return transactionId;
+	};
+
+	const correlatedResults: BulkTransactionResult[] = [];
+
+	for (const [index, transaction] of requests.entries()) {
+		const normalizedRequest = toCorrelationPayload(transaction);
+		const correlationKey = generateCorrelationKey(normalizedRequest);
+
+		if (
+			transaction.import_id &&
+			duplicateImportIds.has(transaction.import_id)
+		) {
+			correlatedResults.push({
+				request_index: index,
+				status: "duplicate",
+				correlation_key: correlationKey,
+			});
+			continue;
+		}
+
+		let transactionId: string | undefined;
+		if (correlationKey.startsWith("hash:")) {
+			transactionId = popId(createdByHash, correlationKey);
+		} else {
+			transactionId = popId(createdByImportId, correlationKey);
+		}
+
+		if (!transactionId && !correlationKey.startsWith("hash:")) {
+			// Attempt hash-based fallback if import_id was not matched.
+			const hashKey = generateCorrelationKey(
+				toCorrelationPayload({ ...transaction, import_id: undefined }),
+			);
+			transactionId = popId(createdByHash, hashKey);
+		}
+
+		if (transactionId) {
+			const successResult: BulkTransactionResult = {
+				request_index: index,
+				status: "created",
+				correlation_key: correlationKey,
+			};
+			successResult.transaction_id = transactionId;
+			correlatedResults.push(successResult);
+			continue;
+		}
+
+		globalRequestLogger.logError(
+			"ynab:create_transactions",
+			"correlate_results",
+			{
+				request_index: index,
+				correlation_key: correlationKey,
+				request: {
+					account_id: transaction.account_id,
+					date: transaction.date,
+					amount: transaction.amount,
+					import_id: transaction.import_id,
+				},
+			},
+			"correlation_failed",
+		);
+
+		correlatedResults.push({
+			request_index: index,
+			status: "failed",
+			correlation_key: correlationKey,
+			error_code: "correlation_failed",
+			error: "Unable to correlate request transaction with YNAB response",
+		});
+	}
+
+	return correlatedResults;
 }
 
 // ============================================================================
@@ -362,138 +411,156 @@ export function correlateResults(
 /**
  * Estimates the size of a payload in bytes
  */
-export function estimatePayloadSize(payload: BulkCreateResponse | BulkUpdateResponse): number {
-  return Buffer.byteLength(JSON.stringify(payload), 'utf8');
+export function estimatePayloadSize(
+	payload: BulkCreateResponse | BulkUpdateResponse,
+): number {
+	return Buffer.byteLength(JSON.stringify(payload), "utf8");
 }
 
 /**
  * Finalizes bulk create response based on size constraints
  */
-export function finalizeResponse(response: BulkCreateResponse): BulkCreateResponse {
-  const appendMessage = (message: string | undefined, addition: string): string => {
-    if (!message) {
-      return addition;
-    }
-    if (message.includes(addition)) {
-      return message;
-    }
-    return `${message} ${addition}`;
-  };
-
-  const fullSize = estimatePayloadSize({ ...response, mode: 'full' });
-  if (fullSize <= FULL_RESPONSE_THRESHOLD) {
-    return { ...response, mode: 'full' };
-  }
-
-  // eslint-disable-next-line @typescript-eslint/no-unused-vars
-  const { transactions, ...summaryResponse } = response;
-  const summaryPayload: BulkCreateResponse = {
-    ...summaryResponse,
-    message: appendMessage(
-      response.message,
-      'Response downgraded to summary to stay under size limits.',
-    ),
-    mode: 'summary',
-  };
-
-  if (estimatePayloadSize(summaryPayload) <= SUMMARY_RESPONSE_THRESHOLD) {
-    return summaryPayload;
-  }
-
-  const idsOnlyPayload: BulkCreateResponse = {
-    ...summaryPayload,
-    results: summaryResponse.results.map((result) => ({
-      request_index: result.request_index,
-      status: result.status,
-      transaction_id: result.transaction_id,
-      correlation_key: result.correlation_key,
-      error: result.error,
-    })),
-    message: appendMessage(
-      summaryResponse.message,
-      'Response downgraded to ids_only to meet 100KB limit.',
-    ),
-    mode: 'ids_only',
-  };
-
-  if (estimatePayloadSize(idsOnlyPayload) <= MAX_RESPONSE_BYTES) {
-    return idsOnlyPayload;
-  }
-
-  throw new ValidationError(
-    'RESPONSE_TOO_LARGE: Unable to format bulk create response within 100KB limit',
-    `Batch size: ${response.summary.total_requested} transactions`,
-    ['Reduce the batch size and retry', 'Consider splitting into multiple smaller batches'],
-  );
+export function finalizeResponse(
+	response: BulkCreateResponse,
+): BulkCreateResponse {
+	const appendMessage = (
+		message: string | undefined,
+		addition: string,
+	): string => {
+		if (!message) {
+			return addition;
+		}
+		if (message.includes(addition)) {
+			return message;
+		}
+		return `${message} ${addition}`;
+	};
+
+	const fullSize = estimatePayloadSize({ ...response, mode: "full" });
+	if (fullSize <= FULL_RESPONSE_THRESHOLD) {
+		return { ...response, mode: "full" };
+	}
+
+	// eslint-disable-next-line @typescript-eslint/no-unused-vars
+	const { transactions, ...summaryResponse } = response;
+	const summaryPayload: BulkCreateResponse = {
+		...summaryResponse,
+		message: appendMessage(
+			response.message,
+			"Response downgraded to summary to stay under size limits.",
+		),
+		mode: "summary",
+	};
+
+	if (estimatePayloadSize(summaryPayload) <= SUMMARY_RESPONSE_THRESHOLD) {
+		return summaryPayload;
+	}
+
+	const idsOnlyPayload: BulkCreateResponse = {
+		...summaryPayload,
+		results: summaryResponse.results.map((result) => ({
+			request_index: result.request_index,
+			status: result.status,
+			transaction_id: result.transaction_id,
+			correlation_key: result.correlation_key,
+			error: result.error,
+		})),
+		message: appendMessage(
+			summaryResponse.message,
+			"Response downgraded to ids_only to meet 100KB limit.",
+		),
+		mode: "ids_only",
+	};
+
+	if (estimatePayloadSize(idsOnlyPayload) <= MAX_RESPONSE_BYTES) {
+		return idsOnlyPayload;
+	}
+
+	throw new ValidationError(
+		"RESPONSE_TOO_LARGE: Unable to format bulk create response within 100KB limit",
+		`Batch size: ${response.summary.total_requested} transactions`,
+		[
+			"Reduce the batch size and retry",
+			"Consider splitting into multiple smaller batches",
+		],
+	);
 }
 
 /**
  * Finalizes bulk update response based on size constraints
  */
-export function finalizeBulkUpdateResponse(response: BulkUpdateResponse): BulkUpdateResponse {
-  const appendMessage = (message: string | undefined, addition: string): string => {
-    if (!message) {
-      return addition;
-    }
-    if (message.includes(addition)) {
-      return message;
-    }
-    return `${message} ${addition}`;
-  };
-
-  const fullSize = estimatePayloadSize(response);
-  if (fullSize <= FULL_RESPONSE_THRESHOLD) {
-    return { ...response, mode: 'full' };
-  }
-
-  // eslint-disable-next-line @typescript-eslint/no-unused-vars
-  const { transactions, ...summaryResponse } = response;
-  const summaryPayload: BulkUpdateResponse = {
-    ...summaryResponse,
-    message: appendMessage(
-      response.message,
-      'Response downgraded to summary to stay under size limits.',
-    ),
-    mode: 'summary',
-  };
-
-  if (estimatePayloadSize(summaryPayload) <= SUMMARY_RESPONSE_THRESHOLD) {
-    return summaryPayload;
-  }
-
-  const idsOnlyPayload: BulkUpdateResponse = {
-    ...summaryPayload,
-    results: summaryResponse.results.map((result) => {
-      const simplified: BulkUpdateResponse['results'][number] = {
-        request_index: result.request_index,
-        status: result.status,
-        transaction_id: result.transaction_id,
-        correlation_key: result.correlation_key,
-      };
-      if (result.error) {
-        simplified.error = result.error;
-      }
-      if (result.error_code) {
-        simplified.error_code = result.error_code;
-      }
-      return simplified;
-    }),
-    message: appendMessage(
-      summaryResponse.message,
-      'Response downgraded to ids_only to meet 100KB limit.',
-    ),
-    mode: 'ids_only',
-  };
-
-  if (estimatePayloadSize(idsOnlyPayload) <= MAX_RESPONSE_BYTES) {
-    return idsOnlyPayload;
-  }
-
-  throw new ValidationError(
-    'RESPONSE_TOO_LARGE: Unable to format bulk update response within 100KB limit',
-    `Batch size: ${response.summary.total_requested} transactions`,
-    ['Reduce the batch size and retry', 'Consider splitting into multiple smaller batches'],
-  );
+export function finalizeBulkUpdateResponse(
+	response: BulkUpdateResponse,
+): BulkUpdateResponse {
+	const appendMessage = (
+		message: string | undefined,
+		addition: string,
+	): string => {
+		if (!message) {
+			return addition;
+		}
+		if (message.includes(addition)) {
+			return message;
+		}
+		return `${message} ${addition}`;
+	};
+
+	const fullSize = estimatePayloadSize(response);
+	if (fullSize <= FULL_RESPONSE_THRESHOLD) {
+		return { ...response, mode: "full" };
+	}
+
+	// eslint-disable-next-line @typescript-eslint/no-unused-vars
+	const { transactions, ...summaryResponse } = response;
+	const summaryPayload: BulkUpdateResponse = {
+		...summaryResponse,
+		message: appendMessage(
+			response.message,
+			"Response downgraded to summary to stay under size limits.",
+		),
+		mode: "summary",
+	};
+
+	if (estimatePayloadSize(summaryPayload) <= SUMMARY_RESPONSE_THRESHOLD) {
+		return summaryPayload;
+	}
+
+	const idsOnlyPayload: BulkUpdateResponse = {
+		...summaryPayload,
+		results: summaryResponse.results.map((result) => {
+			const simplified: BulkUpdateResponse["results"][number] = {
+				request_index: result.request_index,
+				status: result.status,
+				transaction_id: result.transaction_id,
+				correlation_key: result.correlation_key,
+			};
+			if (result.error) {
+				simplified.error = result.error;
+			}
+			if (result.error_code) {
+				simplified.error_code = result.error_code;
+			}
+			return simplified;
+		}),
+		message: appendMessage(
+			summaryResponse.message,
+			"Response downgraded to ids_only to meet 100KB limit.",
+		),
+		mode: "ids_only",
+	};
+
+	if (estimatePayloadSize(idsOnlyPayload) <= MAX_RESPONSE_BYTES) {
+		return idsOnlyPayload;
+	}
+
+	throw new ValidationError(
+		"RESPONSE_TOO_LARGE: Unable to format bulk update response within 100KB limit",
+		`Batch size: ${response.summary.total_requested} transactions`,
+		[
+			"Reduce the batch size and retry",
+			"Consider splitting into multiple smaller batches",
+		],
+	);
 }
 
 // ============================================================================
@@ -503,34 +570,52 @@ export function finalizeBulkUpdateResponse(response: BulkUpdateResponse): BulkUp
 /**
  * Handles errors from transaction-related API calls
  */
-export function handleTransactionError(error: unknown, defaultMessage: string): CallToolResult {
-  let errorMessage = defaultMessage;
-
-  if (error instanceof Error) {
-    if (error.message.includes('401') || error.message.includes('Unauthorized')) {
-      errorMessage = 'Invalid or expired YNAB access token';
-    } else if (error.message.includes('403') || error.message.includes('Forbidden')) {
-      errorMessage = 'Insufficient permissions to access YNAB data';
-    } else if (error.message.includes('404') || error.message.includes('Not Found')) {
-      errorMessage = 'Budget, account, category, or transaction not found';
-    } else if (error.message.includes('429') || error.message.includes('Too Many Requests')) {
-      errorMessage = 'Rate limit exceeded. Please try again later';
-    } else if (error.message.includes('500') || error.message.includes('Internal Server Error')) {
-      errorMessage = 'YNAB service is currently unavailable';
-    }
-  }
-
-  return {
-    isError: true,
-    content: [
-      {
-        type: 'text',
-        text: responseFormatter.format({
-          error: {
-            message: errorMessage,
-          },
-        }),
-      },
-    ],
-  };
+export function handleTransactionError(
+	error: unknown,
+	defaultMessage: string,
+): CallToolResult {
+	let errorMessage = defaultMessage;
+
+	if (error instanceof Error) {
+		if (
+			error.message.includes("401") ||
+			error.message.includes("Unauthorized")
+		) {
+			errorMessage = "Invalid or expired YNAB access token";
+		} else if (
+			error.message.includes("403") ||
+			error.message.includes("Forbidden")
+		) {
+			errorMessage = "Insufficient permissions to access YNAB data";
+		} else if (
+			error.message.includes("404") ||
+			error.message.includes("Not Found")
+		) {
+			errorMessage = "Budget, account, category, or transaction not found";
+		} else if (
+			error.message.includes("429") ||
+			error.message.includes("Too Many Requests")
+		) {
+			errorMessage = "Rate limit exceeded. Please try again later";
+		} else if (
+			error.message.includes("500") ||
+			error.message.includes("Internal Server Error")
+		) {
+			errorMessage = "YNAB service is currently unavailable";
+		}
+	}
+
+	return {
+		isError: true,
+		content: [
+			{
+				type: "text",
+				text: responseFormatter.format({
+					error: {
+						message: errorMessage,
+					},
+				}),
+			},
+		],
+	};
 }