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fix: analytics sheets now respect active export filters - #64

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davidamunga merged 1 commit into
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fix/analytics-sheets-respect-filters
Jul 14, 2026
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davidamunga merged 1 commit into
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fix/analytics-sheets-respect-filters

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@davidamunga davidamunga commented Jul 14, 2026 •

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Summary

  • All optional Excel analytics sheets (Financial Summary, Monthly/Weekly Breakdown, Daily Balance, Amount Distribution, Top Contacts, Money In, Money Out, Recurring Transactions, Time-of-Day) now receive the filtered statement, so active filters like Exclude Charges and Sort Order are applied consistently across the entire workbook.
  • The Charges & Fees sheet intentionally keeps the unfiltered statement — its purpose is to show charge transactions, so filtering them out would make the sheet empty.

Test plan

  • Export an XLSX with Exclude Charges enabled and one or more analytics sheets selected — verify charges no longer appear in those sheets
  • Confirm the Charges & Fees sheet still shows charges even when Exclude Charges is active on the main sheet
  • Export with sort order set to Newest First — verify analytics sheets reflect the same ordering as the main sheet

Pass filteredStatement to all optional Excel analytics sheets so filters
like "exclude charges" and sort order are consistently applied. The
Charges & Fees sheet intentionally retains the unfiltered statement since
its sole purpose is to display charge transactions.
Repository owner deleted a comment from cursor Bot Jul 14, 2026
@davidamunga
davidamunga merged commit 65c8984 into main Jul 14, 2026
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