feat: add account and category filter functionality to TransactionsPage; implement hooks for filtering transactions based on selected accounts and categories

hooks/use-transactions-for-account-filter.ts

@@ -0,0 +1,109 @@
+"use client";
+
+import { useMemo } from "react";
+import { useTransactions } from "@/lib/hooks";
+import { useBankingMetadata } from "@/lib/hooks";
+import type { TransactionsPaginatedParams } from "@/services/banking.service";
+
+interface UseTransactionsForAccountFilterParams {
+  selectedCategories: string[];
+  period: "1month" | "3months" | "6months" | "12months" | "custom" | "all";
+  customStartDate?: Date;
+  customEndDate?: Date;
+  showReconciled: string;
+  searchQuery: string;
+}
+
+/**
+ * Hook to fetch transactions filtered by categories, period, search, reconciled
+ * but NOT by accounts. Used for displaying account totals in account filter.
+ */
+export function useTransactionsForAccountFilter({
+  selectedCategories,
+  period,
+  customStartDate,
+  customEndDate,
+  showReconciled,
+  searchQuery,
+}: UseTransactionsForAccountFilterParams) {
+  const { data: metadata } = useBankingMetadata();
+
+  // Calculate start date based on period
+  const startDate = useMemo(() => {
+    const now = new Date();
+    switch (period) {
+      case "1month":
+        return new Date(now.getFullYear(), now.getMonth() - 1, 1);
+      case "3months":
+        return new Date(now.getFullYear(), now.getMonth() - 3, 1);
+      case "6months":
+        return new Date(now.getFullYear(), now.getMonth() - 6, 1);
+      case "12months":
+        return new Date(now.getFullYear(), now.getMonth() - 12, 1);
+      case "custom":
+        return customStartDate || new Date(0);
+      default:
+        return new Date(0);
+    }
+  }, [period, customStartDate]);
+
+  // Calculate end date (only for custom period)
+  const endDate = useMemo(() => {
+    if (period === "custom" && customEndDate) {
+      return customEndDate;
+    }
+    return undefined;
+  }, [period, customEndDate]);
+
+  // Build params for fetching all transactions (no pagination, no account filter)
+  const filterParams = useMemo<TransactionsPaginatedParams>(() => {
+    const params: TransactionsPaginatedParams = {
+      limit: 10000, // Large limit to get all transactions
+      offset: 0,
+      sortField: "date",
+      sortOrder: "asc",
+    };
+
+    if (startDate && period !== "all") {
+      params.startDate = startDate.toISOString().split("T")[0];
+    }
+    if (endDate) {
+      params.endDate = endDate.toISOString().split("T")[0];
+    }
+    // NOTE: We intentionally don't filter by accounts here
+    if (!selectedCategories.includes("all")) {
+      if (selectedCategories.includes("uncategorized")) {
+        params.includeUncategorized = true;
+      } else {
+        params.categoryIds = selectedCategories;
+      }
+    }
+    if (searchQuery) {
+      params.search = searchQuery;
+    }
+    if (showReconciled !== "all") {
+      params.isReconciled = showReconciled === "reconciled";
+    }
+
+    return params;
+  }, [
+    startDate,
+    endDate,
+    selectedCategories,
+    searchQuery,
+    showReconciled,
+    period,
+  ]);
+
+  // Fetch all filtered transactions (without account filter)
+  const { data: transactionsData, isLoading } = useTransactions(
+    filterParams,
+    !!metadata
+  );
+
+  return {
+    transactions: transactionsData?.transactions || [],
+    isLoading,
+  };
+}
+

hooks/use-transactions-for-category-filter.ts

@@ -0,0 +1,105 @@
+"use client";
+
+import { useMemo } from "react";
+import { useTransactions } from "@/lib/hooks";
+import { useBankingMetadata } from "@/lib/hooks";
+import type { TransactionsPaginatedParams } from "@/services/banking.service";
+
+interface UseTransactionsForCategoryFilterParams {
+  selectedAccounts: string[];
+  period: "1month" | "3months" | "6months" | "12months" | "custom" | "all";
+  customStartDate?: Date;
+  customEndDate?: Date;
+  showReconciled: string;
+  searchQuery: string;
+}
+
+/**
+ * Hook to fetch transactions filtered by accounts, period, search, reconciled
+ * but NOT by categories. Used for displaying transaction counts in category filter.
+ */
+export function useTransactionsForCategoryFilter({
+  selectedAccounts,
+  period,
+  customStartDate,
+  customEndDate,
+  showReconciled,
+  searchQuery,
+}: UseTransactionsForCategoryFilterParams) {
+  const { data: metadata } = useBankingMetadata();
+
+  // Calculate start date based on period
+  const startDate = useMemo(() => {
+    const now = new Date();
+    switch (period) {
+      case "1month":
+        return new Date(now.getFullYear(), now.getMonth() - 1, 1);
+      case "3months":
+        return new Date(now.getFullYear(), now.getMonth() - 3, 1);
+      case "6months":
+        return new Date(now.getFullYear(), now.getMonth() - 6, 1);
+      case "12months":
+        return new Date(now.getFullYear(), now.getMonth() - 12, 1);
+      case "custom":
+        return customStartDate || new Date(0);
+      default:
+        return new Date(0);
+    }
+  }, [period, customStartDate]);
+
+  // Calculate end date (only for custom period)
+  const endDate = useMemo(() => {
+    if (period === "custom" && customEndDate) {
+      return customEndDate;
+    }
+    return undefined;
+  }, [period, customEndDate]);
+
+  // Build params for fetching all transactions (no pagination, no category filter)
+  const filterParams = useMemo<TransactionsPaginatedParams>(() => {
+    const params: TransactionsPaginatedParams = {
+      limit: 10000, // Large limit to get all transactions
+      offset: 0,
+      sortField: "date",
+      sortOrder: "asc",
+    };
+
+    if (startDate && period !== "all") {
+      params.startDate = startDate.toISOString().split("T")[0];
+    }
+    if (endDate) {
+      params.endDate = endDate.toISOString().split("T")[0];
+    }
+    if (!selectedAccounts.includes("all")) {
+      params.accountIds = selectedAccounts;
+    }
+    // NOTE: We intentionally don't filter by categories here
+    if (searchQuery) {
+      params.search = searchQuery;
+    }
+    if (showReconciled !== "all") {
+      params.isReconciled = showReconciled === "reconciled";
+    }
+
+    return params;
+  }, [
+    startDate,
+    endDate,
+    selectedAccounts,
+    searchQuery,
+    showReconciled,
+    period,
+  ]);
+
+  // Fetch all filtered transactions (without category filter)
+  const { data: transactionsData, isLoading } = useTransactions(
+    filterParams,
+    !!metadata
+  );
+
+  return {
+    transactions: transactionsData?.transactions || [],
+    isLoading,
+  };
+}
+