whisper-money/resources/js/lib
Víctor Falcón 8df44c2ef4
feat(transactions): save and reuse transaction filters (#496)
## What

Adds **saved filters** on the transactions page so users can name a set
of filters and reuse them later. The whole feature is gated behind a new
\`transaction-analysis\` Pennant feature flag (off by default).

## Why

Reusing the same filter combinations (e.g. "Japan trip", "Utilities") is
currently manual every time. This ports the saved-filters work from the
\`analysis-page\` branch, scoped down to **only** the transactions page
— the analysis screen and unrelated query changes from that branch are
intentionally left out.

## Changes

**Feature flag**
- \`App\Features\TransactionAnalysis\` — class-based flag, resolves
\`false\` by default.
- Shared to the frontend as \`features.transactionAnalysis\` and added
to the \`Features\` type.

**Backend (saved filters)**
- \`SavedFilter\` model (UUID, \`filters\` json cast, user belongsTo) +
migration + factory.
- \`Api\SavedFilterController\` — user-scoped index/store/update/destroy
under \`/api/saved-filters\`, ownership enforced with \`abort_unless\`.
- \`StoreSavedFilterRequest\` / \`UpdateSavedFilterRequest\` — name
unique per user, snake_case filter rules.

**Frontend**
- \`transaction-filter-serialization.ts\` —
serialize/deserialize/fingerprint between UI filter state and the
persisted snake_case shape.
- \`SavedFilters\` dropdown — load/save/update/delete with active +
dirty indicators.
- Integrated into the filter bar via an opt-in \`enableSavedFilters\`
prop, so it renders **only** on the transactions page (budgets/accounts
reuse the same component and stay unchanged). Render is also gated by
the feature flag.

**Filter bar UX**
- Split search + filters + saved searches onto their own row, separate
from the actions row (Categorize / Add transactions / columns), which
were getting cramped.
- On mobile, the text search moves into the filters popover.

## Reviewer notes
- Backend endpoints are **not** flag-gated; only the UI is, per the
request.
- Two-layer scoping: page opt-in prop **and** feature flag — flag off
means no UI anywhere.
- Translation keys fall back to the key (English); \`es.json\` entries
not added, matching the source branch.

## Testing
- \`tests/Feature/SavedFilterTest.php\` — 9 passing (auth, per-user
listing/uniqueness, ownership on update/delete).
- Pint, Prettier, ESLint clean. No new TypeScript errors introduced.
2026-06-05 18:00:14 +02:00
..
balance-import-config-storage.ts fix: add SSR guards to localStorage/sessionStorage access 2025-12-08 18:19:20 +01:00
category-tree.test.ts feat: parent/child category tree (#474) 2026-06-03 19:30:12 +02:00
category-tree.ts feat: parent/child category tree (#474) 2026-06-03 19:30:12 +02:00
chart-calculations.test.ts fix(dashboard): treat loans as debt in net worth (#238) 2026-03-20 09:55:53 +00:00
chart-calculations.ts feat(accounts): add real estate asset tracking (#241) 2026-03-24 10:21:32 +00:00
chunk-load-recovery.test.ts Fix Vite asset preload recovery (#399) 2026-05-14 15:59:08 +02:00
chunk-load-recovery.ts Fix Vite asset preload recovery (#399) 2026-05-14 15:59:08 +02:00
crypto.ts Add some toast notifications 2025-11-11 11:39:28 +00:00
csrf.test.ts refactor(js): extract shared getCsrfToken util (#475) 2026-06-03 17:26:09 +02:00
csrf.ts refactor(js): extract shared getCsrfToken util (#475) 2026-06-03 17:26:09 +02:00
cursor-pagination.test.ts Fix Sentry transaction and dashboard crashes (#372) 2026-05-10 11:10:31 +01:00
cursor-pagination.ts Fix Sentry transaction and dashboard crashes (#372) 2026-05-10 11:10:31 +01:00
debug.ts fix: make useIsMobile hook and utility functions SSR-safe 2025-12-08 17:33:54 +01:00
dexie-db.ts feat(budgets): track multiple categories and labels per budget (#466) 2026-06-01 12:32:23 +02:00
file-parser.test.ts fix(import): honor selected date format for CSV imports (#494) 2026-06-05 15:10:48 +02:00
file-parser.ts fix(import): honor selected date format for CSV imports (#494) 2026-06-05 15:10:48 +02:00
import-config-storage.ts Fix transaction importer account preselect (#396) 2026-05-14 12:38:44 +02:00
key-storage.ts fix: make encryption key storage SSR-safe to prevent 502 errors 2025-12-08 17:13:45 +01:00
orphan-components.test.ts chore(frontend): add orphan component detection and remove dead components (#181) 2026-03-02 12:43:27 +01:00
posthog.test.ts Harden browser storage and PostHog recording (#402) 2026-05-14 15:57:48 +02:00
posthog.ts feat(posthog): route analytics through reverse proxy (#463) 2026-06-01 09:29:30 +02:00
rule-builder-utils.test.ts feat(transactions): add counterparty fields (#440) 2026-05-27 16:20:55 +02:00
rule-builder-utils.ts feat: parent/child category tree (#474) 2026-06-03 19:30:12 +02:00
rule-engine.ts feat(transactions): add counterparty fields (#440) 2026-05-27 16:20:55 +02:00
sankey-utils.ts feat: Group small expending categories on the Sankey chart 2026-01-11 19:04:20 +01:00
sentry.test.ts fix: filter Safari cashback extension errors (#447) 2026-05-28 15:10:49 +02:00
sentry.ts fix: filter Safari cashback extension errors (#447) 2026-05-28 15:10:49 +02:00
subscription-payment-issue-toast.test.ts feat: keep past due subscriptions active (#416) 2026-05-22 10:19:11 +01:00
subscription-payment-issue-toast.ts feat: keep past due subscriptions active (#416) 2026-05-22 10:19:11 +01:00
sync-manager.ts fix(accounts): translate update button in edit account modal (#455) 2026-05-30 16:09:30 +02:00
transaction-delete-confirmation.test.ts Fix Spanish translations in category and delete flows (#397) 2026-05-14 11:36:53 +01:00
transaction-delete-confirmation.ts Fix Spanish translations in category and delete flows (#397) 2026-05-14 11:36:53 +01:00
transaction-filter-serialization.ts feat(transactions): save and reuse transaction filters (#496) 2026-06-05 18:00:14 +02:00
transaction-re-evaluation.test.ts Add labels to automation rules (#379) 2026-05-11 14:56:25 +02:00
transaction-re-evaluation.ts Add labels to automation rules (#379) 2026-05-11 14:56:25 +02:00
utils.ts Prevent duplicate notes when re-evaluating automation rules 2025-12-04 16:42:54 +01:00