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Bank Transactions table follows global period unless locally overridden

Why (owner, 2026-06-29)

"Can you make it so that the Bank Transactions table follows the Period dropdown at the top of the accounting page, unless the user use and configure the Start Date & End Date filter that's right above the table?"

"Make it the default position for the Bank Transactions tab to show 100 results, and show the x tx/ page filter above the table instead (of at the bottom of the table where it is now)"

The Bank Transactions tab still behaved like an all-time table whenever its own date picker was empty. That contradicted the Accounting page's global Period dropdown, which is meant to be the shared date scope for the page.

Diagnosis

components/accounting/BankTransactionsTab.tsx only sent startDate and endDate to useTransactions / useTransactionStats from the local RangePicker. Empty local dates meant undefined fetch bounds, so changing the Accounting page Period selector did not narrow the Bank Transactions data.

The table page size also stayed at AntD's bottom pagination control, defaulting to 20 rows. The owner wanted the row-count decision visible before the table and defaulted to 100 transactions per page.

What shipped

  • Bank Transactions now reads useAccountingPeriod().
  • Effective fetch dates now come from the local Start/End date picker only when it has a value; otherwise they come from the global Accounting Period.
  • Clearing the local date picker automatically returns the table to the global Period scope.
  • The active date scope is shown above the table as either the selected Period, All time, or Custom dates.
  • The table page size now defaults to 100 and is controlled by a top toolbar selector with 25 / 50 / 100 / 200 options.
  • AntD's bottom pagination size changer is disabled so the row-count control has one visible home.

Verification

  • βœ… Attestation (Codex local session): read AGENTS.md; checked the board by scope, not UID β€” existing period/report tasks did not cover the Bank Transactions table's period fallback or the page-size control placement. Tracking T-131.
  • Source: Codex local session Β· /Users/gutchumi/dev/ArtifactoftheEstablisher-codex-wopc-pdfjs
  • git diff --check clean.
  • NODE_OPTIONS=--max-old-space-size=4096 npx tsc --noEmit clean.

Blast Radius

Bank Transactions list and stats fetches now honor the same PeriodContext used elsewhere on the Accounting page. The transaction API contract is unchanged: the component still sends optional startDate / endDate query parameters.

Commit index (backfilled 2026-07-01, best-effort Β· Coaching (Diagnostic))

Candidate related commits, auto-backfilled from git on main: commits whose message references this task's UID or a PR number it cites. Not verified β€” this squash-merged history can't yield a precise per-task list, so rows tagged (mentions only) name the task in passing (may be tangential) and untagged work commits may be missing. Treat as a starting point: verify, prune tangential rows, and append any real ones per the AGENTS.md "record every related SHA" policy.

  • 172252f 2026-06-29 β€” fix(accounting): key transaction-stats cache by date range so tiles match the table (T-133) (mentions only)