Task: added pagination to records page, removed initial onboarding income from activity chart

.vscode/settings.json

@@ -0,0 +1,4 @@
+{
+    "atlascode.jira.explorer.enabled": true,
+    "atlascode.jira.explorer.fetchAllQueryResults": true
+}

api/src/routes/dashboard.ts

@@ -3,6 +3,7 @@ import { getUserMidnightFromDateOnly } from "../allocator.js";
 import { getUserTimezone } from "../services/user-context.js";
 
 const DAY_MS = 24 * 60 * 60 * 1000;
+const ONBOARDING_SEED_NOTE_MARKER = "[onboarding-seed]";
 
 const monthKey = (date: Date) =>
   `${date.getUTCFullYear()}-${String(date.getUTCMonth() + 1).padStart(2, "0")}`;
@@ -30,7 +31,7 @@ const dashboardRoutes: FastifyPluginAsync = async (app) => {
     const now = new Date();
     const dashboardTxKinds = ["variable_spend", "fixed_payment"];
 
-    const [cats, plans, recentTxs, agg, allocAgg, incomeEvents, spendTxs, user] = await Promise.all([
+    const [cats, plans, recentTxs, agg, allocAgg, incomeEvents, firstIncomeEvent, spendTxs, user] = await Promise.all([
       app.prisma.variableCategory.findMany({
         where: { userId },
         orderBy: [{ priority: "asc" }, { name: "asc" }],
@@ -54,8 +55,16 @@ const dashboardRoutes: FastifyPluginAsync = async (app) => {
         _sum: { amountCents: true },
       }),
       app.prisma.incomeEvent.findMany({
-        where: { userId, postedAt: { gte: rangeStart } },
+        where: {
-        select: { postedAt: true, amountCents: true },
+          userId,
+          postedAt: { gte: rangeStart },
+        },
+        select: { id: true, postedAt: true, amountCents: true, note: true },
+      }),
+      app.prisma.incomeEvent.findFirst({
+        where: { userId },
+        orderBy: { postedAt: "asc" },
+        select: { id: true },
       }),
       app.prisma.transaction.findMany({
         where: {
@@ -140,8 +149,17 @@ const dashboardRoutes: FastifyPluginAsync = async (app) => {
     };
     const percentTotal = cats.reduce((sum, cat) => sum + cat.percent, 0);
 
+    const filteredIncomeEvents = incomeEvents.filter((evt) => {
+      if (evt.id.startsWith("onboarding-")) return false;
+      const note = evt.note?.trim().toLowerCase() ?? "";
+      if (note.includes(ONBOARDING_SEED_NOTE_MARKER)) return false;
+      // Legacy onboarding seed for regular users before explicit marker.
+      if (evt.id === firstIncomeEvent?.id && note.includes("initial budget setup")) return false;
+      return true;
+    });
+
     const incomeByMonth = new Map<string, number>();
-    incomeEvents.forEach((evt) => {
+    filteredIncomeEvents.forEach((evt) => {
       const key = monthKey(evt.postedAt);
       incomeByMonth.set(key, (incomeByMonth.get(key) ?? 0) + Number(evt.amountCents ?? 0n));
     });

api/src/routes/transactions.ts

@@ -34,6 +34,39 @@ type TransactionsRoutesOptions = {
 };
 
 const isDate = (s?: string) => !!s && /^\d{4}-\d{2}-\d{2}$/.test(s);
+const parseDateSearchTerm = (value: string): string | null => {
+  const trimmed = value.trim();
+  if (isDate(trimmed)) return trimmed;
+
+  const match = trimmed.match(/^(\d{1,2})[/-](\d{1,2})[/-](\d{4})$/);
+  if (!match) return null;
+
+  const month = Number(match[1]);
+  const day = Number(match[2]);
+  const year = Number(match[3]);
+  if (
+    !Number.isInteger(month) ||
+    !Number.isInteger(day) ||
+    !Number.isInteger(year) ||
+    month < 1 ||
+    month > 12 ||
+    day < 1 ||
+    day > 31
+  ) {
+    return null;
+  }
+
+  const normalized = new Date(Date.UTC(year, month - 1, day));
+  if (
+    normalized.getUTCFullYear() !== year ||
+    normalized.getUTCMonth() + 1 !== month ||
+    normalized.getUTCDate() !== day
+  ) {
+    return null;
+  }
+
+  return `${year}-${String(month).padStart(2, "0")}-${String(day).padStart(2, "0")}`;
+};
 
 const transactionsRoutes: FastifyPluginAsync<TransactionsRoutesOptions> = async (
   app,
@@ -518,9 +551,15 @@ const transactionsRoutes: FastifyPluginAsync<TransactionsRoutesOptions> = async
     if (typeof q === "string" && q.trim() !== "") {
       const qTrim = q.trim();
       const asCents = opts.parseCurrencyToCents(qTrim);
+      const asDate = parseDateSearchTerm(qTrim);
       if (asCents > 0) {
         flexibleOr.push({ amountCents: opts.toBig(asCents) });
       }
+      if (asDate) {
+        flexibleOr.push({
+          occurredAt: getUserDateRangeFromDateOnly(userTimezone, asDate, asDate),
+        });
+      }
       flexibleOr.push({ note: { contains: qTrim, mode: "insensitive" } });
       flexibleOr.push({ category: { name: { contains: qTrim, mode: "insensitive" } } });
       flexibleOr.push({ plan: { name: { contains: qTrim, mode: "insensitive" } } });

api/tests/transactions.test.ts

@@ -21,6 +21,8 @@ afterAll(async () => {
 describe("GET /transactions", () => {
   let catId: string;
   let planId: string;
+  let tx1Id: string;
+  let tx2Id: string;
 
   beforeEach(async () => {
     await resetUser(U);
@@ -54,23 +56,28 @@ describe("GET /transactions", () => {
     });
     planId = plan.id;
 
+    tx1Id = `t_${Date.now()}_1`;
+    tx2Id = `t_${Date.now()}_2`;
+
     await prisma.transaction.createMany({
       data: [
         {
-          id: `t_${Date.now()}_1`,
+          id: tx1Id,
           userId: U,
           occurredAt: new Date("2025-01-03T12:00:00.000Z"),
           kind: "variable_spend",
           categoryId: catId,
           amountCents: 1000n,
+          note: "Groceries pickup",
         },
         {
-          id: `t_${Date.now()}_2`,
+          id: tx2Id,
           userId: U,
           occurredAt: new Date("2025-01-10T12:00:00.000Z"),
           kind: "fixed_payment",
           planId,
           amountCents: 2000n,
+          note: "January rent",
         },
       ],
     });
@@ -103,6 +110,32 @@ describe("GET /transactions", () => {
     expect(byPlan.status).toBe(200);
     expect(byPlan.body.items.every((t: any) => t.planId === planId)).toBe(true);
   });
+
+  it("searches by category, note, amount, and date", async () => {
+    const byCategory = await request(app.server)
+      .get("/transactions?q=grocer")
+      .set("x-user-id", U);
+    expect(byCategory.status).toBe(200);
+    expect(byCategory.body.items.some((t: any) => t.id === tx1Id)).toBe(true);
+
+    const byNote = await request(app.server)
+      .get("/transactions?q=pickup")
+      .set("x-user-id", U);
+    expect(byNote.status).toBe(200);
+    expect(byNote.body.items.some((t: any) => t.id === tx1Id)).toBe(true);
+
+    const byAmount = await request(app.server)
+      .get("/transactions?q=10.00")
+      .set("x-user-id", U);
+    expect(byAmount.status).toBe(200);
+    expect(byAmount.body.items.some((t: any) => t.id === tx1Id)).toBe(true);
+
+    const byDate = await request(app.server)
+      .get("/transactions?q=2025-01-03")
+      .set("x-user-id", U);
+    expect(byDate.status).toBe(200);
+    expect(byDate.body.items.some((t: any) => t.id === tx1Id)).toBe(true);
+  });
 });
 
 describe("POST /transactions", () => {

web/src/pages/IncomePage.tsx

@@ -294,9 +294,6 @@ export default function IncomePage() {
     const payload: CreateIncomeInput = {
       amountCents,
     };
-    if (debugNowISO) {
-      payload.occurredAtISO = debugNowISO;
-    }
 
     const trimmedNote = notes.trim();
     if (trimmedNote) {

web/src/pages/OnboardingPage.tsx

@@ -74,6 +74,7 @@ const defaultSchedule = (): AutoPaySchedule => ({
 });
 const DEFAULT_SAVINGS_PERCENT = 20;
 const MIN_SAVINGS_PERCENT = DEFAULT_SAVINGS_PERCENT;
+const ONBOARDING_SEED_NOTE_MARKER = "[onboarding-seed]";
 const normalizeCategoryName = (value: string) => value.trim().toLowerCase();
 const normalizePercentValue = (value: unknown) => {
   const parsed =
@@ -476,7 +477,10 @@ export default function OnboardingPage() {
           });
         } else {
           // Use regular income allocation for regular income
-          await apiPost("/income", { amountCents: budgetCents });
+          await apiPost("/income", {
+            amountCents: budgetCents,
+            note: `Initial budget setup ${ONBOARDING_SEED_NOTE_MARKER}`,
+          });
         }
       }
 

web/src/pages/TransactionsPage.tsx

@@ -15,7 +15,7 @@ export default function TransactionsPage() {
   const [catFilter, setCatFilter] = useState<string>("all");
   const [dateFilter, setDateFilter] = useState<"month" | "30" | "all">("month");
   const [page, setPage] = useState(1);
-  const limit = 100;
+  const limit = 10;
 
   // Get current date in user's timezone
   const todayStr = getTodayInTimezone(userTimezone);
@@ -53,14 +53,16 @@ export default function TransactionsPage() {
   const total = txQuery.data?.total ?? 0;
 
   const catOptions = useMemo(() => {
-    if (transactions.length === 0) return [];
+    const categoryOptions = (dashboard?.variableCategories ?? []).map((c) => ({
-    const buckets = new Map<string, string>();
+      id: c.id,
-    transactions.forEach((t) => {
+      name: c.name,
-      if (t.categoryId && t.categoryName) buckets.set(t.categoryId, t.categoryName);
+    }));
-      if (t.planId && t.planName) buckets.set(t.planId, t.planName);
+    const planOptions = (dashboard?.fixedPlans ?? []).map((p) => ({
-    });
+      id: p.id,
-    return Array.from(buckets.entries()).map(([id, name]) => ({ id, name }));
+      name: p.name,
-  }, [transactions]);
+    }));
+    return [...categoryOptions, ...planOptions];
+  }, [dashboard?.variableCategories, dashboard?.fixedPlans]);
 
 
 
@@ -74,7 +76,7 @@ export default function TransactionsPage() {
         <div className="flex flex-col gap-2 sm:flex-row sm:flex-wrap sm:items-center">
           <input
             className="input w-full sm:w-56"
-            placeholder="Search..."
+            placeholder="Search category, note, amount, or date..."
             value={search}
             onChange={(e) => {
               setSearch(e.target.value);