feat: Transactions page — browse, filter, manual categorize

[Copilot]

Implements the Transactions page for the financial-advisor plugin with full browsing, filtering, sorting, confidence visualization, decision chain inspection, and manual categorization.

Data model (lib/transactions.ts)

• FA_INFERENCES_COLLECTION — new fa-transaction-inferences PluresDB collection name
• TransactionInference interface — per-transaction inference record with field, value, confidence, reasoning, sourceId, userConfirmed
• confidenceLevel(score) → 'high' | 'medium' | 'low' tier helper
• generateInferenceId(transactionId, field) — deterministic ID enabling safe upserts

Transactions.svelte

• List view — date, vendor, amount (green=credit), account, category badge, confidence badge
• Filter bar — account dropdown, date range, category select (16 categories), min/max amount
• Sort — clickable date / amount / confidence headers; toggle asc/desc; aria-sort attributes
• Confidence badges — green ≥90%, yellow 70–89%, red <70%
• Expand row — calls ctx.inference.getDecisionChain() and renders the step chain alongside inference metadata (reasoning, source, confirmed flag)
• Category override dialog — upserts to fa-transaction-inferences with confidence: 1.0 and userConfirmed: true; updates local state optimistically

// Upsert shape written on manual override
const record: TransactionInference = {
  ...existing,
  id: generateInferenceId(tx.id, 'category'),  // deterministic → safe upsert
  value: selectedCategory,
  confidence: 1.0,
  sourceId: 'user',
  userConfirmed: true,
  updatedAt: now,
};
await infCollection.put(record.id, record);

Filtering and sorting use a single $derived computed array so Svelte memoizes the result; the template references filteredRows directly rather than calling it as a function.

[Copilot]

Pull request overview

Adds a new Transactions page to the financial-advisor plugin, plus supporting transaction-inference data model helpers, to enable browsing, filtering/sorting, confidence display, decision-chain inspection, and manual category overrides.

Changes:

• Introduces fa-transaction-inferences collection and TransactionInference model utilities (confidence tiering + deterministic inference IDs).
• Adds Transactions.svelte page with filter bar, sortable list view, expandable decision-chain panel, and category override modal with optimistic updates.

Reviewed changes

Copilot reviewed 2 out of 2 changed files in this pull request and generated 5 comments.

File	Description
plugins/financial-advisor/src/pages/Transactions.svelte	Implements the Transactions UI (load/query, filter+sort derived rows, decision-chain expand, manual categorization modal, and styling).
plugins/financial-advisor/src/lib/transactions.ts	Adds inference collection/model definitions and helpers used by the Transactions page.

[Copilot]

toggleExpand can leave loadingChain stuck true: if the newly-expanded transaction has no inference (!inf) or ctx is missing, the function returns early without resetting loadingChain. If the previous expansion was still loading, the UI will incorrectly show “Loading decision chain…” for rows with no inference. Ensure loadingChain is set to false on all early-return paths (and when collapsing).

[Copilot]

toggleExpand is vulnerable to an async race: if a user expands row A, then quickly expands row B, the in-flight getDecisionChain for A may resolve after B and overwrite decisionChain while B is expanded. Capture the requested transaction id locally and only apply the result if expandedId still matches (or cancel/ignore stale requests).

Suggested change

	const inf = inferenceMap.get(id);
	if (!inf || !ctx) return;
	loadingChain = true;
	try {
	decisionChain = (await ctx.inference.getDecisionChain(inf.id)) ?? [];
	} catch {
	decisionChain = [{ note: 'Decision chain unavailable.' }];
	} finally {
	loadingChain = false;
	const requestedId = id;
	const inf = inferenceMap.get(id);
	if (!inf || !ctx) return;
	loadingChain = true;
	try {
	const chain = (await ctx.inference.getDecisionChain(inf.id)) ?? [];
	if (expandedId === requestedId) {
	decisionChain = chain;
	}
	} catch {
	if (expandedId === requestedId) {
	decisionChain = [{ note: 'Decision chain unavailable.' }];
	}
	} finally {
	if (expandedId === requestedId) {
	loadingChain = false;
	}

[Copilot]

formatDate constructs a UTC-midnight Date and then formats it in the user's local time zone. In negative-offset time zones this can render the previous calendar day (e.g., 2026-03-31 displaying as Mar 30). Consider formatting with timeZone: 'UTC', or parse the YYYY-MM-DD parts and construct a local date to avoid day-shift.

Suggested change

	day: 'numeric',
	day: 'numeric',
	timeZone: 'UTC',

[Copilot]

The CSS selector .tx-table__th[onclick] likely won’t match in Svelte because onclick={...} attaches a listener without emitting an onclick HTML attribute. As a result, the intended pointer cursor/hover styles for sortable headers may never apply. Use an explicit class for sortable headers (or target the button.tx-table__th elements directly) instead of [onclick].

Suggested change

	.tx-table__th[onclick] {
	cursor: pointer;
	}
	.tx-table__th[onclick]:hover {
	button.tx-table__th {
	cursor: pointer;
	}
	button.tx-table__th:hover {

[Copilot]

TransactionInference.value is typed as string, but the plugin’s inference engine contract (InferenceResult.value) is unknown, and the file header mentions storing other inference fields (e.g., tags) that may not be strings. Consider changing value to unknown (or a narrower union) so the storage model matches the inference API and avoids unsafe casts later.

[kayodebristol]

Auto-approved: CI green + Copilot code review complete.

[kayodebristol]

@copilot apply changes based on the comments in this thread

[Copilot]

@copilot apply changes based on the comments in this thread

Applied all review comments in commit 0f9f6ec:

• loadingChain stuck — toggleExpand now sets loadingChain = false on both early-return paths: when collapsing a row and when no inference exists for the expanded row.
• Async race — already guarded in the prior commit (requestedId capture + if (expandedId === requestedId) checks in try/catch/finally).
• formatDate day-shift — already using timeZone: 'UTC' in the prior commit.
• CSS selector — already using button.tx-table__th (not [onclick]) in the prior commit.
• TransactionInference.value type — changed from string to unknown to match InferenceResult.value: unknown from the inference engine contract. All call-sites in the template already use typeof inference.value === 'string' guards.