fix(reconcile): prevent split/tag double-counting on reconciled transactions

Move splits, tags and overrides from manual to statement side on reconcile
(delete from manual after copying) instead of just copying. Add read-time
filter to exclude reconciled manual transactions from balance and shared
transaction queries. Also adds participant filter to shared expenses page.

src/lib/hooks.ts

@@ -210,12 +210,15 @@ export function useParticipantBalances(tagIds?: string[]) {
   });
 }
 
-export function useSharedTransactions(tagIds?: string[]) {
+export function useSharedTransactions(tagIds?: string[], participantId?: number) {
   return useQuery({
-    queryKey: ["shared-transactions", tagIds],
+    queryKey: ["shared-transactions", tagIds, participantId],
     queryFn: async () => {
-      const params = tagIds?.length ? `?tag_ids=${tagIds.join(",")}` : "";
-      const res = await fetch(`/api/shared-transactions${params}`);
+      const sp = new URLSearchParams();
+      if (tagIds?.length) sp.set("tag_ids", tagIds.join(","));
+      if (participantId) sp.set("participant_id", String(participantId));
+      const query = sp.toString() ? `?${sp.toString()}` : "";
+      const res = await fetch(`/api/shared-transactions${query}`);
       return res.json();
     },
   });

src/lib/queries.ts

@@ -329,6 +329,7 @@ export async function getParticipantBalances(ownerId: number, tagIds?: number[])
       JOIN transactions t ON t.id = ts.transaction_id
       LEFT JOIN statements s ON s.id = t.statement_id
       WHERE COALESCE(t.owner_id, s.owner_id) = $1 AND ts.participant_id != $1
+        AND NOT (t.statement_id IS NULL AND t.reconciled_with_id IS NOT NULL)
       ${tagFilter}
 
       UNION ALL
@@ -341,6 +342,7 @@ export async function getParticipantBalances(ownerId: number, tagIds?: number[])
       JOIN transactions t ON t.id = ts.transaction_id
       LEFT JOIN statements s ON s.id = t.statement_id
       WHERE ts.participant_id = $1 AND COALESCE(t.owner_id, s.owner_id) != $1
+        AND NOT (t.statement_id IS NULL AND t.reconciled_with_id IS NOT NULL)
       ${tagFilter}
     ) splits ON splits.pid = p.id
     ${paymentsJoin}
@@ -542,7 +544,7 @@ export async function getTags() {
   `);
 }
 
-export async function getSharedTransactions(ownerId: number, tagIds?: number[], noTags?: boolean) {
+export async function getSharedTransactions(ownerId: number, tagIds?: number[], noTags?: boolean, participantId?: number) {
   const params: unknown[] = [ownerId];
   let tagClause = "";
   if (noTags) {
@@ -552,6 +554,12 @@ export async function getSharedTransactions(ownerId: number, tagIds?: number[],
     tagClause = `AND EXISTS (SELECT 1 FROM transaction_tags tt WHERE tt.transaction_id = t.id AND tt.tag_id = ANY($2::int[]))`;
   }
 
+  let participantClause = "";
+  if (participantId) {
+    params.push(participantId);
+    participantClause = `AND EXISTS (SELECT 1 FROM transaction_splits ts_p WHERE ts_p.transaction_id = t.id AND ts_p.participant_id = $${params.length})`;
+  }
+
   const rows = await queryRaw<TransactionRow & { split_data: string }>(`
     SELECT t.*,
       o.category_override, o.merchant_normalized as merchant_override, o.notes,
@@ -584,7 +592,9 @@ export async function getSharedTransactions(ownerId: number, tagIds?: number[],
           AND EXISTS (SELECT 1 FROM transaction_splits ts_me WHERE ts_me.transaction_id = t.id AND ts_me.participant_id = $1)
         )
       )
+      AND NOT (t.statement_id IS NULL AND t.reconciled_with_id IS NOT NULL)
     ${tagClause}
+    ${participantClause}
     GROUP BY t.id, o.category_override, o.merchant_normalized, o.notes, s.bank_name, s.owner_id, p_owner.name, src.created_at
     ORDER BY t.transaction_date DESC
   `, params);