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	In Progress		2026-06-15 19:32	2026-06-15 19:34			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.