[codex] add advanced transaction filters

src/lib/stores/transactions.svelte.ts

@@ -6,6 +6,81 @@ import { undoStore } from './undo.svelte';
 
 const PAGE_SIZE = 200;
 
+export type TransactionCategorizationFilter = '' | 'categorized' | 'uncategorized';
+export type TransactionReconciledFilter = '' | 'yes' | 'no';
+
+export interface TransactionFilters {
+	accountId: number | string;
+	seriesId: number | string;
+	search: string;
+	dateFrom: string;
+	dateTo: string;
+	amountMin: string;
+	amountMax: string;
+	categorization: TransactionCategorizationFilter;
+	reconciled: TransactionReconciledFilter;
+}
+
+function parseAmountFilter(value: string): number | null {
+	const normalized = value.trim().replace(',', '.');
+	if (!normalized) return null;
+	const parsed = Number(normalized);
+	return Number.isFinite(parsed) ? toCents(parsed) : null;
+}
+
+export function buildTransactionWhere(filters: TransactionFilters): { clause: string; params: unknown[] } {
+	let clause = ' WHERE 1=1';
+	const params: unknown[] = [];
+	let i = 1;
+
+	if (filters.accountId) {
+		clause += ` AND t.account_id = $${i++}`;
+		params.push(filters.accountId);
+	}
+	if (filters.seriesId) {
+		clause += ` AND t.series_id = $${i++}`;
+		params.push(filters.seriesId);
+	}
+	if (filters.search) {
+		clause += ` AND t.label LIKE $${i++}`;
+		params.push(`%${filters.search}%`);
+	}
+	if (filters.dateFrom) {
+		clause += ` AND t.date >= $${i++}`;
+		params.push(filters.dateFrom);
+	}
+	if (filters.dateTo) {
+		clause += ` AND t.date <= $${i++}`;
+		params.push(filters.dateTo);
+	}
+
+	const amountMin = parseAmountFilter(filters.amountMin);
+	if (amountMin !== null) {
+		clause += ` AND t.amount >= $${i++}`;
+		params.push(amountMin);
+	}
+
+	const amountMax = parseAmountFilter(filters.amountMax);
+	if (amountMax !== null) {
+		clause += ` AND t.amount <= $${i++}`;
+		params.push(amountMax);
+	}
+
+	if (filters.categorization === 'categorized') {
+		clause += ' AND t.series_id IS NOT NULL';
+	} else if (filters.categorization === 'uncategorized') {
+		clause += ' AND t.series_id IS NULL';
+	}
+
+	if (filters.reconciled === 'yes') {
+		clause += ' AND t.is_reconciled = 1';
+	} else if (filters.reconciled === 'no') {
+		clause += ' AND COALESCE(t.is_reconciled, 0) = 0';
+	}
+
+	return { clause, params };
+}
+
 class TransactionStore {
 	transactions = $state<Transaction[]>([]);
 	loading = $state(false);
@@ -18,32 +93,23 @@ class TransactionStore {
 	filterSeriesId = $state<number | string>('');
 	filterDateFrom = $state('');
 	filterDateTo = $state('');
+	filterAmountMin = $state('');
+	filterAmountMax = $state('');
+	filterCategorization = $state<TransactionCategorizationFilter>('');
+	filterReconciled = $state<TransactionReconciledFilter>('');
 
 	private buildWhere(): { clause: string; params: unknown[] } {
-		let clause = ' WHERE 1=1';
-		const params: unknown[] = [];
-		let i = 1;
-		if (this.filterAccountId) {
-			clause += ` AND t.account_id = $${i++}`;
-			params.push(this.filterAccountId);
-		}
-		if (this.filterSeriesId) {
-			clause += ` AND t.series_id = $${i++}`;
-			params.push(this.filterSeriesId);
-		}
-		if (this.search) {
-			clause += ` AND t.label LIKE $${i++}`;
-			params.push(`%${this.search}%`);
-		}
-		if (this.filterDateFrom) {
-			clause += ` AND t.date >= $${i++}`;
-			params.push(this.filterDateFrom);
-		}
-		if (this.filterDateTo) {
-			clause += ` AND t.date <= $${i++}`;
-			params.push(this.filterDateTo);
-		}
-		return { clause, params };
+		return buildTransactionWhere({
+			accountId: this.filterAccountId,
+			seriesId: this.filterSeriesId,
+			search: this.search,
+			dateFrom: this.filterDateFrom,
+			dateTo: this.filterDateTo,
+			amountMin: this.filterAmountMin,
+			amountMax: this.filterAmountMax,
+			categorization: this.filterCategorization,
+			reconciled: this.filterReconciled
+		});
 	}
 
 	async load() {

src/lib/stores/transactions.test.ts

@@ -0,0 +1,121 @@
+import { describe, expect, it } from 'vitest';
+
+import { buildTransactionWhere } from './transactions.svelte';
+
+describe('buildTransactionWhere', () => {
+	it('builds account, category, search and date filters with ordered params', () => {
+		const result = buildTransactionWhere({
+			accountId: 2,
+			seriesId: 7,
+			search: 'carrefour',
+			dateFrom: '2026-01-01',
+			dateTo: '2026-01-31',
+			amountMin: '',
+			amountMax: '',
+			categorization: '',
+			reconciled: ''
+		});
+
+		expect(result.clause).toContain('t.account_id = $1');
+		expect(result.clause).toContain('t.series_id = $2');
+		expect(result.clause).toContain('t.label LIKE $3');
+		expect(result.clause).toContain('t.date >= $4');
+		expect(result.clause).toContain('t.date <= $5');
+		expect(result.params).toEqual([2, 7, '%carrefour%', '2026-01-01', '2026-01-31']);
+	});
+
+	it('converts amount bounds to cents', () => {
+		const result = buildTransactionWhere({
+			accountId: '',
+			seriesId: '',
+			search: '',
+			dateFrom: '',
+			dateTo: '',
+			amountMin: '-25,50',
+			amountMax: '100.25',
+			categorization: '',
+			reconciled: ''
+		});
+
+		expect(result.clause).toContain('t.amount >= $1');
+		expect(result.clause).toContain('t.amount <= $2');
+		expect(result.params).toEqual([-2550, 10025]);
+	});
+
+	it('ignores invalid amount bounds', () => {
+		const result = buildTransactionWhere({
+			accountId: '',
+			seriesId: '',
+			search: '',
+			dateFrom: '',
+			dateTo: '',
+			amountMin: 'abc',
+			amountMax: ' ',
+			categorization: '',
+			reconciled: ''
+		});
+
+		expect(result.clause).toBe(' WHERE 1=1');
+		expect(result.params).toEqual([]);
+	});
+
+	it('filters categorized and uncategorized transactions without extra params', () => {
+		const categorized = buildTransactionWhere({
+			accountId: '',
+			seriesId: '',
+			search: '',
+			dateFrom: '',
+			dateTo: '',
+			amountMin: '',
+			amountMax: '',
+			categorization: 'categorized',
+			reconciled: ''
+		});
+		const uncategorized = buildTransactionWhere({
+			accountId: '',
+			seriesId: '',
+			search: '',
+			dateFrom: '',
+			dateTo: '',
+			amountMin: '',
+			amountMax: '',
+			categorization: 'uncategorized',
+			reconciled: ''
+		});
+
+		expect(categorized.clause).toContain('t.series_id IS NOT NULL');
+		expect(uncategorized.clause).toContain('t.series_id IS NULL');
+		expect(categorized.params).toEqual([]);
+		expect(uncategorized.params).toEqual([]);
+	});
+
+	it('filters reconciled and unreconciled transactions without extra params', () => {
+		const reconciled = buildTransactionWhere({
+			accountId: '',
+			seriesId: '',
+			search: '',
+			dateFrom: '',
+			dateTo: '',
+			amountMin: '',
+			amountMax: '',
+			categorization: '',
+			reconciled: 'yes'
+		});
+		const unreconciled = buildTransactionWhere({
+			accountId: '',
+			seriesId: '',
+			search: '',
+			dateFrom: '',
+			dateTo: '',
+			amountMin: '',
+			amountMax: '',
+			categorization: '',
+			reconciled: 'no'
+		});
+
+		expect(reconciled.clause).toContain('t.is_reconciled = 1');
+		expect(unreconciled.clause).toContain('COALESCE(t.is_reconciled, 0) = 0');
+		expect(reconciled.params).toEqual([]);
+		expect(unreconciled.params).toEqual([]);
+	});
+});

src/routes/transactions/+page.svelte

@@ -263,6 +263,10 @@
 		transactionStore.filterSeriesId = '';
 		transactionStore.filterDateFrom = '';
 		transactionStore.filterDateTo = '';
+		transactionStore.filterAmountMin = '';
+		transactionStore.filterAmountMax = '';
+		transactionStore.filterCategorization = '';
+		transactionStore.filterReconciled = '';
 		transactionStore.load();
 	}
 
@@ -273,16 +277,10 @@
 		toastStore.success(newValue ? 'Transaction pointée' : 'Pointage annulé');
 	}
 
-	let filterReconciled = $state<'' | 'yes' | 'no'>('');
 	let hasExternalFilter = $state(false);
 	let externalFilterLabel = $state('');
 
-	let filteredTransactions = $derived.by(() => {
-		let txs = transactionStore.transactions;
-		if (filterReconciled === 'yes') txs = txs.filter(t => t.is_reconciled);
-		if (filterReconciled === 'no') txs = txs.filter(t => !t.is_reconciled);
-		return txs;
-	});
+	let filteredTransactions = $derived(transactionStore.transactions);
 
 	function formatDateShort(dateStr: string) {
 		const d = new Date(dateStr);
@@ -310,7 +308,7 @@
 				Filtre : <span class="font-semibold text-accent">{externalFilterLabel}</span>
 			</p>
 			<button
-				onclick={() => { clearFilters(); filterReconciled = ''; hasExternalFilter = false; goto('/transactions'); }}
+				onclick={() => { clearFilters(); hasExternalFilter = false; goto('/transactions'); }}
 				class="ml-auto text-[12px] text-text-muted hover:text-text-primary transition-smooth"
 			>
 				Effacer le filtre
@@ -572,15 +570,25 @@
 			{/each}
 		</select>
 		<select
-			bind:value={filterReconciled}
+			bind:value={transactionStore.filterCategorization}
+			onchange={handleSearch}
+			class="rounded-xl border border-border bg-bg-card/60 px-4 py-2.5 text-[13px] text-text-primary outline-none focus-ring"
+		>
+			<option value="">Catégorisation</option>
+			<option value="categorized">Catégorisées</option>
+			<option value="uncategorized">Non catégorisées</option>
+		</select>
+		<select
+			bind:value={transactionStore.filterReconciled}
+			onchange={handleSearch}
 			class="rounded-xl border border-border bg-bg-card/60 px-4 py-2.5 text-[13px] text-text-primary outline-none focus-ring"
 		>
 			<option value="">Pointage</option>
 			<option value="yes">Pointées</option>
 			<option value="no">Non pointées</option>
 		</select>
-		{#if transactionStore.search || transactionStore.filterAccountId || transactionStore.filterSeriesId || filterReconciled || transactionStore.filterDateFrom || transactionStore.filterDateTo}
-			<button onclick={() => { clearFilters(); filterReconciled = ''; transactionStore.filterDateFrom = ''; transactionStore.filterDateTo = ''; }} class="text-[12px] font-medium text-accent hover:text-accent-hover transition-smooth">
+		{#if transactionStore.search || transactionStore.filterAccountId || transactionStore.filterSeriesId || transactionStore.filterCategorization || transactionStore.filterReconciled || transactionStore.filterDateFrom || transactionStore.filterDateTo || transactionStore.filterAmountMin || transactionStore.filterAmountMax}
+			<button onclick={clearFilters} class="text-[12px] font-medium text-accent hover:text-accent-hover transition-smooth">
 				Effacer
 			</button>
 		{/if}
@@ -618,6 +626,27 @@
 			class="rounded-xl border border-border bg-bg-card/60 px-3 py-2 text-[12px] text-text-primary outline-none focus-ring"
 			title="Date de fin"
 		/>
+		<div class="flex items-center gap-2">
+			<input
+				type="number"
+				step="0.01"
+				bind:value={transactionStore.filterAmountMin}
+				onchange={handleSearch}
+				class="w-28 rounded-xl border border-border bg-bg-card/60 px-3 py-2 text-[12px] text-text-primary outline-none focus-ring"
+				placeholder="Min €"
+				title="Montant minimum"
+			/>
+			<span class="text-[12px] text-text-muted">à</span>
+			<input
+				type="number"
+				step="0.01"
+				bind:value={transactionStore.filterAmountMax}
+				onchange={handleSearch}
+				class="w-28 rounded-xl border border-border bg-bg-card/60 px-3 py-2 text-[12px] text-text-primary outline-none focus-ring"
+				placeholder="Max €"
+				title="Montant maximum"
+			/>
+		</div>
 	</div>
 
 	<!-- Transaction summary + categorization gauge -->