---
id: TASK-5
title: Make transaction filters combinable
status: In Progress
assignee: []
created_date: '2026-06-15 19:32'
updated_date: '2026-06-15 19:34'
labels: []
dependencies: []
priority: high
ordinal: 5000
---

## Description

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Fix the transactions page so global timeframe, account, and month-basis filters are applied together with page-level filters like search, type, category, and pending-only.
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## Acceptance Criteria
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- [x] #1 Changing the date range filters the transactions list
- [x] #2 Account, month basis, search, type, category, and pending-only filters combine instead of overriding each other
- [x] #3 Automated tests cover combined transaction filtering
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## Implementation Plan

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1. Trace current filter data flow from shared controls to transactions query
2. Add failing Convex test for combined date/account/category/search filtering
3. Extend transactions list query args and wire TransactionsPage to shared filters
4. Run focused tests, full tests/build, and update task notes
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## Implementation Notes

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Root cause: TransactionsPage did not pass global from/to/account/monthBasis filters into api.transactions.list, and transactions.list ignored date filters on the search-index path. Added red Convex tests covering combined filters and effective-month basis, then added basis/date filtering in the query and wired global filters from the page. Focused tests and build pass.
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