finanzen/backlog/tasks/task-5 - Make-transaction-filters-combinable.md

id, title, status, assignee, created_date, updated_date, labels, dependencies, priority, ordinal

id	title	status	assignee	created_date	updated_date	labels	dependencies	priority	ordinal
TASK-5	Make transaction filters combinable	Done		2026-06-15 19:32	2026-06-15 19:54			high	5000

Description

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.

Acceptance Criteria

• #1 Changing the date range filters the transactions list
• #2 Account, month basis, search, type, category, and pending-only filters combine instead of overriding each other
• #3 Automated tests cover combined transaction filtering

Implementation Plan

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

Implementation Notes

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.

Final Summary

Closed as Done after explicit user confirmation to mark all tasks done.