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accounted/lib/transactions
Mattsson b9bf60234d feat(transactions): filter /transactions by rakenskapsar and kvartal (#1545)
* feat(transactions): filter /transactions by rakenskapsar and kvartal

User request: booking a specific period (including brutet rakenskapsar,
e.g. July-June) meant scrolling past every other year's transactions.

- New FyPicker chip in the toolbar scopes both the inbox and history views
  to a fiscal year; quarter chips (Q1-Q4, fiscal-year aligned) appear once
  a year is selected. Clicking the active quarter widens back to the year.
- Bounds are pushed into the Supabase queries (window, pending backlog,
  badge count, load-more) so pagination and the Att bokfora count stay
  consistent with the visible list; skattekonto rows are bounded client-side.
- Scope persists under a page-local localStorage key, deliberately separate
  from the shared report scope so a year picked on a report page never
  silently hides pending inbox rows.
- lib/transactions/period-filter.ts derives quarter bounds from fiscal
  period dates (handles brutet, shortened and extended years); unit tested.
- FyPicker gains an optional storageKeyPrefix prop; default unchanged.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(transactions): never hide pending rows behind the period filter

Swedish accounting review on PR #1545: scoping the pending-backlog fetch
and badge count to the period made unbooked rows outside the selected
year vanish from the inbox worklist (BFL 5 kap: pending affarshandelser
must stay visible until booked).

- Pending-backlog fetch and the DB pending count are unscoped again;
  only the history window pages server-side within the period.
- The inbox applies the period client-side over the complete backlog;
  the tab badge counts pending rows inside the scope.
- When pending rows (bank or skattekonto) fall outside the scope, the
  footer says how many and offers Visa alla, which clears the filter
  and its persisted value.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(transactions): guard list fetches against stale cross-scope responses

CodeRabbit on PR #1545:
- fetchTransactions/loadMoreTransactions now carry a fetch generation;
  a response applies only if no newer fetch (scope change, realtime
  refresh, load-more) started meanwhile, so a slow pre-filter request
  can no longer overwrite the active period scope's window, paging
  offsets, or loading skeleton.
- FyPicker restore effect includes storageKeyPrefix in its deps.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(transactions): label quarter chips as fiscal-year quarters

Swedish accounting review note on PR #1545: Q1-Q4 follow the company's
rakenskapsar, which on a brutet rakenskapsar differs from the calendar
quarters that momsdeklaration periods use. Say so in the group's
aria-label and hover title so the chips are not mistaken for VAT
periods.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 01:21:31 +02:00
..
2026-07-24 15:03:50 +02:00