feat: enhance the find transaction report behavior

[kantorge]

This release refines the Find Transactions report with new filtering capabilities and improved data visualization.

• Expanded Filtering Options: Introduces new filters for transaction types and investments, allowing users to refine their search results with greater precision.
• Contextual Filter Warnings: Provides helpful warnings when filter combinations are logically impossible (e.g., filtering for investment categories while no investment transaction types are selected), preventing empty results.
• Interactive Category Waterfall Chart: Adds a new Category Waterfall chart to the Find Transactions report, offering a clear visual breakdown of aggregated values. The existing dashboard widget is also made interactive, allowing users to click on a column to drill down to the corresponding transactions in the report.
• Item-Level Filtering for Breakdowns: Introduces an option to "Only count matching items in breakdowns." When active, aggregate views (like the Monthly Breakdown and Category Waterfall) only include transaction items that match the active category or tag filters, providing more granular insights.

Summary by CodeRabbit

• New Features
  • Added transaction type and investment filters.
  • Added category waterfall reporting with interactive navigation to filtered transactions.
  • Added an option to show breakdowns using only matching transaction items.
  • Added category and tag filtering across reporting charts.
  • Investment searches now accept q and match names, symbols, and ISINs.
  • Added filter-conflict warnings and improved filter persistence through report links.
• Enhancements
  • Added localized reporting and filtering text in English, French, Hungarian, and Polish.
  • Improved waterfall charts with clearer totals, colors, tooltips, and no-data states.

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📝 Walkthrough

Walkthrough

The reporting flow now supports transaction-type and investment filters, matching-item aggregation, category waterfalls, shared waterfall rendering, and filtered dashboard navigation. API responses include waterfall metadata, while localized labels and warnings cover the new controls.

Changes

Transaction filtering and waterfall reporting

Layer / File(s)	Summary
API filter contracts and query behavior app/Http/Controllers/API/*, app/Http/Requests/API/FindTransactionsRequest.php	The API validates and applies transaction-type, investment, and expanded category filters. Investment search accepts q as an alias for query. Waterfall responses include category and transaction-type metadata.
Report filter state and aggregation resources/js/reports/components/find-transactions/*	The report adds transaction-type and investment filters, URL and cache synchronization, conflict warnings, matching-item filtering, and waterfall aggregation.
Filtered report widgets resources/js/reports/components/widgets/*FindTransactions*, resources/js/reports/components/widgets/{DepositsByParentCategory,WithdrawalsByParentCategory}.vue	Report widgets receive category, tag, and matching-item filters and recalculate their aggregates when the filtering scope changes.
Shared waterfall chart implementation resources/js/shared/lib/charts/waterfall.js, resources/js/shared/ui/charts/WaterfallChart.vue	Shared waterfall data transformation and chart rendering now support localization, currency formatting, result rows, empty states, color-mode changes, and column-click events.
Dashboard waterfall integration and localization resources/js/dashboard/components/widgets/CategoryWaterfall.vue, lang/*.json	The dashboard uses the shared waterfall chart and navigates to filtered transaction results from column clicks. English, French, Hungarian, and Polish translations include the new labels and explanations.

Estimated code review effort: 4 (Complex) | ~60 minutes

Sequence Diagram(s)

sequenceDiagram
  participant User
  participant FindTransactions
  participant TransactionApiController
  participant ReportWidgets
  participant WaterfallChart
  User->>FindTransactions: select types, investments, and item filters
  FindTransactions->>TransactionApiController: request filtered transactions
  TransactionApiController-->>FindTransactions: return matching transactions
  FindTransactions->>ReportWidgets: pass transactions and active filters
  ReportWidgets->>WaterfallChart: render aggregated waterfall data
  WaterfallChart-->>User: display chart and clickable columns

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Possibly related PRs

• kantorge/yaffa#482: Changes transaction-related API behavior in TransactionApiController.php.
• kantorge/yaffa#492: Changes overlapping waterfall and transaction-report components.

🚥 Pre-merge checks | ✅ 5

✅ Passed checks (5 passed)

Check name	Status	Explanation
Description Check	✅ Passed	Check skipped - CodeRabbit’s high-level summary is enabled.
Title check	✅ Passed	The title accurately identifies the main change as enhancements to the Find Transactions report.
Docstring Coverage	✅ Passed	Docstring coverage is 100.00% which is sufficient. The required threshold is 80.00%.
Linked Issues check	✅ Passed	Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check	✅ Passed	Check skipped because no linked issues were found for this pull request.

✨ Finishing Touches

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• Commit on current branch

🧪 Generate unit tests (beta)

• Create PR with unit tests
• Commit unit tests in branch feat/find_transaction_improvements

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[kantorge]

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