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Author SHA1 Message Date
le king fu
4a93c60ea7 feat(reports): plumb accountIds[] account filter into 7 report services
Give every report service an optional accountIds?: number[] filter that
narrows results to a subset of import sources (transactions.source_id),
matched via a parameterized IN (...) clause — one bound placeholder per
id, never a joined string (CWE-89). New shared inPlaceholders() helper
(src/utils/sqlFilters.ts) generates the placeholder list so the pattern
lives in exactly one place.

New accountIds param: getCompareMonthOverMonth, getCompareYearOverYear,
getBudgetVsActualData, getCartesSnapshot (forwarded to its
getCompareMonthOverMonth + getBudgetVsActualData sub-calls, so the
Cartes dashboard's top-movers and budget-adherence cards respect an
active filter instead of silently ignoring it).

Signature change scalar -> plural: getMonthlyTrends, getCategoryOverTime,
getExpensesByCategory (sourceId?: number -> accountIds?: number[]). No
scalar production caller of these three passed sourceId today, so only
the test call-sites needed updating to the array shape.

Omitted/empty accountIds adds no clause at all, so every service stays
byte-identical to its pre-#273 SQL/results — pinned by a regression test
per service (new budgetService.test.ts / dashboardService.test.ts files,
extended reportService.test.ts / reportService.cartes.test.ts).

This is backend plumbing only: no report page exposes an account filter
control yet (follow-up issues #274-#276 add the shared <FilterPanel> and
wire it into Trends/Compare/Budget).

Resolves #273

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-11 15:15:37 -04:00