Add effective-date transaction filtering and bulk selection

convex/transactions.ts

@@ -41,6 +41,7 @@ export const list = query({
     categoryIds: v.optional(v.array(v.id("categories"))),
     withoutCategory: v.optional(v.boolean()),
     accountId: v.optional(v.id("accounts")),
+    basis: v.optional(v.union(v.literal("effective"), v.literal("booking"))),
     type: v.optional(v.union(v.literal("einnahme"), v.literal("ausgabe"))),
     pendingOnly: v.optional(v.boolean()),
   },
@@ -51,6 +52,9 @@ export const list = query({
   }),
   handler: async (ctx, args) => {
     const userId = await requireUserId(ctx);
+    const basis = args.basis ?? "booking";
+    const fromMonth = args.from?.slice(0, 7);
+    const toMonth = args.to?.slice(0, 7);
 
     let q;
     if (args.search) {
@@ -60,21 +64,77 @@ export const list = query({
           sq.search("description", args.search!).eq("userId", userId),
         );
     } else {
-      q = ctx.db
-        .query("transactions")
-        .withIndex("by_user_booking", (iq) => {
-          if (args.from && args.to) {
-            return iq.eq("userId", userId).gte("bookingDate", args.from).lte("bookingDate", args.to);
-          }
-          if (args.from) {
-            return iq.eq("userId", userId).gte("bookingDate", args.from);
-          }
-          if (args.to) {
-            return iq.eq("userId", userId).lte("bookingDate", args.to);
-          }
-          return iq.eq("userId", userId);
-        })
-        .order("desc");
+      if (basis === "effective") {
+        q = ctx.db
+          .query("transactions")
+          .withIndex("by_user_effmonth", (iq) => {
+            if (fromMonth && toMonth) {
+              return iq.eq("userId", userId).gte("effectiveMonth", fromMonth).lte("effectiveMonth", toMonth);
+            }
+            if (fromMonth) {
+              return iq.eq("userId", userId).gte("effectiveMonth", fromMonth);
+            }
+            if (toMonth) {
+              return iq.eq("userId", userId).lte("effectiveMonth", toMonth);
+            }
+            return iq.eq("userId", userId);
+          })
+          .order("desc");
+      } else {
+        q = ctx.db
+          .query("transactions")
+          .withIndex("by_user_booking", (iq) => {
+            if (args.from && args.to) {
+              return iq.eq("userId", userId).gte("bookingDate", args.from).lte("bookingDate", args.to);
+            }
+            if (args.from) {
+              return iq.eq("userId", userId).gte("bookingDate", args.from);
+            }
+            if (args.to) {
+              return iq.eq("userId", userId).lte("bookingDate", args.to);
+            }
+            return iq.eq("userId", userId);
+          })
+          .order("desc");
+      }
+    }
+
+    if (args.search) {
+      if (basis === "effective") {
+        if (fromMonth) {
+          const fallbackFrom = `${fromMonth}-01`;
+          q = q.filter((f) =>
+            f.or(
+              f.gte(f.field("effectiveMonth"), fromMonth),
+              f.and(
+                f.eq(f.field("effectiveMonth"), undefined),
+                f.gte(f.field("bookingDate"), fallbackFrom),
+              ),
+            ),
+          );
+        }
+        if (toMonth) {
+          const fallbackTo = `${toMonth}-31`;
+          q = q.filter((f) =>
+            f.or(
+              f.lte(f.field("effectiveMonth"), toMonth),
+              f.and(
+                f.eq(f.field("effectiveMonth"), undefined),
+                f.lte(f.field("bookingDate"), fallbackTo),
+              ),
+            ),
+          );
+        }
+      } else {
+        if (args.from) {
+          const from = args.from;
+          q = q.filter((f) => f.gte(f.field("bookingDate"), from));
+        }
+        if (args.to) {
+          const to = args.to;
+          q = q.filter((f) => f.lte(f.field("bookingDate"), to));
+        }
+      }
     }
 
     if (args.pendingOnly) {