feat(web): transactions month nav + category filters + categorize-review queue

Adds a month navigator and category filter chips to the Тооцоо list, plus a
categorize-review flow at /accounting/review for bulk-assigning categories to
uncategorized merchants (grouped by matchKey, biggest spend first).

src/app/(app)/accounting/review/page.tsx

@@ -0,0 +1,6 @@
+import { CategorizeReview } from "@/features/accounting/CategorizeReview";
+
+// Ports ios/Mercury/Features/Categories/CategorizeReviewView.swift.
+export default function CategorizeReviewPage() {
+  return <CategorizeReview />;
+}

src/features/accounting/CategorizeReview.tsx

@@ -0,0 +1,176 @@
+"use client";
+
+import { useEffect, useMemo, useState } from "react";
+import { useRouter } from "next/navigation";
+import { useCategories, useTransactions, todayLocalDate } from "@/api/hooks/reads";
+import { useCategorize } from "@/api/hooks/mutations";
+import type { Txn } from "@/api/schemas";
+import { Card, EmptyState, IconChip, MercuryButton } from "@/ds";
+import { categoryStyle } from "@/ds/categoryStyle";
+import { Icon } from "@/ds/icons";
+import { MASKED, tugrikRaw } from "@/ds/money";
+import { accountingStrings as s } from "./strings";
+import { useHiddenAmounts } from "./useHiddenAmounts";
+
+interface ReviewItem {
+  /** Groups by `matchKey` (falling back to `title`) — the same key the
+   * categorize endpoint applies the rule to. */
+  matchKey: string;
+  merchant: string;
+  count: number;
+  direction: "income" | "expense";
+  total: number;
+}
+
+function threeMonthsAgo(base: Date = new Date()): Date {
+  return new Date(base.getFullYear(), base.getMonth() - 3, base.getDate());
+}
+
+/** Groups uncategorized transactions by matchKey, biggest total spend first —
+ * a handful of taps then covers most of the uncategorized money instead of
+ * burning through many trivial merchants. Ports the grouping in
+ * `CategorizeReviewModel.load()`. */
+function buildQueue(txns: Txn[]): ReviewItem[] {
+  const groups = new Map<string, ReviewItem>();
+  for (const t of txns) {
+    if (t.category) continue; // defensive — the fetch already scopes to Uncategorized
+    const key = t.matchKey || t.title;
+    if (!key) continue;
+    const amount = parseFloat(t.amount) || 0;
+    const existing = groups.get(key);
+    if (existing) {
+      existing.count += 1;
+      existing.total += amount;
+    } else {
+      groups.set(key, {
+        matchKey: key,
+        merchant: t.title || key,
+        count: 1,
+        direction: t.direction === "income" ? "income" : "expense",
+        total: amount,
+      });
+    }
+  }
+  return Array.from(groups.values()).sort((a, b) => b.total - a.total);
+}
+
+/**
+ * Full-screen categorize-review flow at `/accounting/review` (ports
+ * `CategorizeReviewView.swift`): groups the last three months' uncategorized
+ * transactions by merchant, biggest spend first, and asks the user to assign
+ * or skip a category one merchant at a time.
+ */
+export function CategorizeReview() {
+  const router = useRouter();
+  const { from, to } = useMemo(() => {
+    const now = new Date();
+    return { from: todayLocalDate(threeMonthsAgo(now)), to: todayLocalDate(now) };
+  }, []);
+  const { data, isLoading } = useTransactions({ from, to, category: "Uncategorized", limit: 500 });
+  const { data: categories = [] } = useCategories();
+  const categorize = useCategorize();
+  const hidden = useHiddenAmounts();
+
+  // The queue is seeded once from the fetch, then mutated locally (skip
+  // removes, assign removes on success) — re-deriving it from `data` on every
+  // background refetch (categorize invalidates the transactions cache) would
+  // otherwise re-insert items the user already handled in this session.
+  const [queue, setQueue] = useState<ReviewItem[] | null>(null);
+  useEffect(() => {
+    if (data && queue === null) setQueue(buildQueue(data));
+  }, [data, queue]);
+
+  const mainCategories = useMemo(() => categories.filter((c) => c.depth === 1), [categories]);
+
+  function close() {
+    router.push("/accounting");
+  }
+
+  function skip(item: ReviewItem) {
+    setQueue((q) => (q ? q.filter((i) => i.matchKey !== item.matchKey) : q));
+  }
+
+  function assign(item: ReviewItem, category: string) {
+    categorize.mutate(
+      { matchKey: item.matchKey, category, kind: item.direction },
+      { onSuccess: () => setQueue((q) => (q ? q.filter((i) => i.matchKey !== item.matchKey) : q)) },
+    );
+  }
+
+  const current = queue?.[0];
+
+  return (
+    <div style={{ display: "flex", flexDirection: "column", gap: 20 }}>
+      <div style={{ display: "flex", alignItems: "center", justifyContent: "space-between" }}>
+        <h1 style={{ fontSize: 18, fontWeight: 700, margin: 0 }}>{s.review.title}</h1>
+        <button
+          type="button"
+          onClick={close}
+          style={{ all: "unset", cursor: "pointer", fontSize: 14, color: "var(--seed-color-fg-neutral-muted, #8b8b8b)" }}
+        >
+          {s.review.later}
+        </button>
+      </div>
+
+      {isLoading && queue === null ? (
+        <Card style={{ minHeight: 320 }} />
+      ) : current ? (
+        <>
+          <p style={{ margin: 0, fontSize: 13, color: "var(--seed-color-fg-neutral-muted, #8b8b8b)" }}>
+            {s.review.remaining(queue!.length)}
+          </p>
+
+          <Card style={{ display: "flex", flexDirection: "column", alignItems: "center", gap: 8, padding: "24px 16px" }}>
+            <IconChip icon="cart" tint="var(--seed-color-bg-neutral-subtle, #eef0f2)" fg="var(--seed-color-fg-neutral)" size={56} />
+            <span style={{ fontSize: 16, fontWeight: 700, textAlign: "center" }}>{current.merchant}</span>
+            <span style={{ fontSize: 12, color: "var(--seed-color-fg-neutral-muted, #8b8b8b)" }}>
+              {s.review.transactionCount(current.count)} · {hidden ? MASKED : tugrikRaw(current.total)}
+            </span>
+          </Card>
+
+          <p style={{ margin: 0, fontSize: 14, fontWeight: 700 }}>{s.review.question}</p>
+
+          <div style={{ display: "flex", flexWrap: "wrap", gap: 10 }}>
+            {mainCategories.map((cat) => {
+              const style = categoryStyle(cat.name, cat.kind === "income");
+              return (
+                <button
+                  key={cat.name}
+                  type="button"
+                  onClick={() => assign(current, cat.name)}
+                  disabled={categorize.isPending}
+                  style={{
+                    all: "unset",
+                    cursor: categorize.isPending ? "default" : "pointer",
+                    display: "flex",
+                    alignItems: "center",
+                    gap: 6,
+                    padding: "10px 14px",
+                    borderRadius: 999,
+                    fontSize: 14,
+                    opacity: categorize.isPending ? 0.6 : 1,
+                    background: "var(--seed-color-bg-neutral-subtle, #eef0f2)",
+                  }}
+                >
+                  <Icon name={style.icon} size={16} />
+                  {style.name}
+                </button>
+              );
+            })}
+          </div>
+
+          <MercuryButton variant="secondary" onClick={() => skip(current)}>
+            {s.review.skip}
+          </MercuryButton>
+        </>
+      ) : (
+        <>
+          <EmptyState icon="calendar-check" title={s.review.done} />
+          <MercuryButton variant="primary" onClick={close}>
+            {s.review.close}
+          </MercuryButton>
+        </>
+      )}
+    </div>
+  );
+}

src/features/accounting/CategoryChips.tsx

@@ -0,0 +1,89 @@
+"use client";
+
+import { categoryStyle } from "@/ds/categoryStyle";
+import { Icon } from "@/ds/icons";
+import { accountingStrings as s } from "./strings";
+
+export interface CategoryChipOption {
+  /** Raw backend category name (as stored on `Txn.category`). */
+  name: string;
+  /** Direction of a representative transaction in that category — decides
+   * the fallback style for an unrecognized category name. */
+  income: boolean;
+}
+
+export interface CategoryChipsProps {
+  categories: CategoryChipOption[];
+  /** `null` = "Бүгд" (all, no filter). */
+  selected: string | null;
+  onSelect: (category: string | null) => void;
+}
+
+/** Horizontal, scrollable category filter row above the Тооцоо list: "Бүгд"
+ * plus every category present in the loaded month, tinted with
+ * `categoryStyle` and filled when active. Tap to filter the visible rows. */
+export function CategoryChips({ categories, selected, onSelect }: CategoryChipsProps) {
+  if (categories.length === 0) return null;
+  return (
+    <div style={{ display: "flex", gap: 8, overflowX: "auto", paddingBottom: 2 }}>
+      <Chip label={s.list.allCategories} active={selected === null} onClick={() => onSelect(null)} />
+      {categories.map((c) => {
+        const style = categoryStyle(c.name, c.income);
+        return (
+          <Chip
+            key={c.name}
+            label={style.name}
+            icon={style.icon}
+            active={selected === c.name}
+            activeTint={style.tint}
+            activeFg={style.fg}
+            onClick={() => onSelect(c.name)}
+          />
+        );
+      })}
+    </div>
+  );
+}
+
+function Chip({
+  label,
+  icon,
+  active,
+  activeTint,
+  activeFg,
+  onClick,
+}: {
+  label: string;
+  icon?: ReturnType<typeof categoryStyle>["icon"];
+  active: boolean;
+  activeTint?: string;
+  activeFg?: string;
+  onClick: () => void;
+}) {
+  const tint = active ? (activeTint ?? "var(--seed-color-fg-neutral)") : "var(--seed-color-bg-neutral-subtle, #eef0f2)";
+  const fg = active ? (activeFg ?? "var(--seed-color-bg-layer-floating, #fff)") : "var(--seed-color-fg-neutral)";
+  return (
+    <button
+      type="button"
+      onClick={onClick}
+      style={{
+        all: "unset",
+        cursor: "pointer",
+        display: "flex",
+        alignItems: "center",
+        gap: 6,
+        flexShrink: 0,
+        height: 32,
+        padding: "0 12px",
+        borderRadius: 16,
+        fontSize: 14,
+        fontWeight: active ? 700 : 500,
+        color: fg,
+        background: tint,
+      }}
+    >
+      {icon ? <Icon name={icon} size={15} /> : null}
+      {label}
+    </button>
+  );
+}

src/features/accounting/MonthNav.tsx

@@ -0,0 +1,42 @@
+"use client";
+
+import type { CSSProperties } from "react";
+import { Icon } from "@/ds/icons";
+
+const navButtonStyle: CSSProperties = {
+  all: "unset",
+  cursor: "pointer",
+  width: 32,
+  height: 32,
+  flexShrink: 0,
+  borderRadius: 10,
+  display: "grid",
+  placeItems: "center",
+  color: "var(--seed-color-fg-neutral)",
+};
+
+export interface MonthNavProps {
+  /** e.g. "2026 оны 8-р сар" (see `monthLabel`). */
+  label: string;
+  onPrev: () => void;
+  onNext: () => void;
+  prevLabel?: string;
+  nextLabel?: string;
+}
+
+/** ‹ [month] › — the month navigator above the Тооцоо list. Ports the
+ * `monthRow` control from `TransactionsView.swift` (narrowed to just the
+ * month stepper, no week/month panel toggle). */
+export function MonthNav({ label, onPrev, onNext, prevLabel = "Өмнөх сар", nextLabel = "Дараагийн сар" }: MonthNavProps) {
+  return (
+    <div style={{ display: "flex", alignItems: "center", justifyContent: "center", gap: 4 }}>
+      <button type="button" onClick={onPrev} aria-label={prevLabel} style={navButtonStyle}>
+        <Icon name="chevron-left" size={16} />
+      </button>
+      <span style={{ fontSize: 17, fontWeight: 700, minWidth: 150, textAlign: "center" }}>{label}</span>
+      <button type="button" onClick={onNext} aria-label={nextLabel} style={navButtonStyle}>
+        <Icon name="chevron-right" size={16} />
+      </button>
+    </div>
+  );
+}

src/features/accounting/TransactionList.test.tsx

@@ -27,6 +27,12 @@ const txns: Txn[] = [
 
 vi.mock("@/api/hooks/reads", () => ({
   useTransactions: () => ({ data: txns, isLoading: false }),
+  todayLocalDate: (d: Date = new Date()) => {
+    const year = d.getFullYear();
+    const month = String(d.getMonth() + 1).padStart(2, "0");
+    const day = String(d.getDate()).padStart(2, "0");
+    return `${year}-${month}-${day}`;
+  },
 }));
 
 import { TransactionList } from "./TransactionList";

src/features/accounting/TransactionList.tsx

@@ -1,14 +1,16 @@
 "use client";
 
 import Link from "next/link";
-import { useMemo } from "react";
+import { useMemo, useState } from "react";
 import { Skeleton } from "@seed-design/react";
 import { useTransactions } from "@/api/hooks/reads";
 import type { Txn } from "@/api/schemas";
-import { Card, HideAmountsToggle } from "@/ds";
+import { Card, EmptyState, HideAmountsToggle, IconChip, MercuryButton } from "@/ds";
 import { categoryStyle } from "@/ds/categoryStyle";
-import { Icon } from "@/ds/icons";
 import { MASKED, tugrikRaw } from "@/ds/money";
+import { CategoryChips, type CategoryChipOption } from "./CategoryChips";
+import { MonthNav } from "./MonthNav";
+import { monthLabel, monthRange } from "./monthRange";
 import { accountingStrings as s } from "./strings";
 import { txnRouteId } from "./txnRoute";
 import { useHiddenAmounts } from "./useHiddenAmounts";
@@ -92,21 +94,11 @@ function TxnRow({ txn, hidden }: { txn: Txn; hidden: boolean }) {
       }}
     >
       <div style={{ display: "flex", alignItems: "center", gap: 12, minWidth: 0 }}>
-        <span
+        <IconChip
-          aria-hidden
+          icon={isTransfer ? "repeat" : cat.icon}
-          style={{
+          fg={isTransfer ? "var(--seed-color-fg-neutral-muted, #6b7280)" : cat.fg}
-            width: 40,
+          tint={isTransfer ? "var(--seed-color-bg-neutral-subtle, #eef0f2)" : cat.tint}
-            height: 40,
+        />
-            flexShrink: 0,
-            borderRadius: 13,
-            display: "grid",
-            placeItems: "center",
-            color: isTransfer ? "var(--seed-color-fg-neutral-muted, #6b7280)" : cat.fg,
-            background: isTransfer ? "var(--seed-color-bg-neutral-subtle, #eef0f2)" : cat.tint,
-          }}
-        >
-          <Icon name={isTransfer ? "repeat" : cat.icon} size={20} />
-        </span>
         <div style={{ display: "flex", flexDirection: "column", gap: 2, minWidth: 0 }}>
           <span style={{ fontSize: 15, fontWeight: 700, overflow: "hidden", textOverflow: "ellipsis", whiteSpace: "nowrap" }}>
             {txn.title || cat.name}
@@ -121,19 +113,42 @@ function TxnRow({ txn, hidden }: { txn: Txn; hidden: boolean }) {
   );
 }
 
+/** Distinct categories present in `txns`, most-frequent first — the source
+ * for the category filter chip row. */
+function categoriesIn(txns: Txn[]): CategoryChipOption[] {
+  const counts = new Map<string, { count: number; income: boolean }>();
+  for (const txn of txns) {
+    if (!txn.category) continue;
+    const existing = counts.get(txn.category);
+    if (existing) existing.count += 1;
+    else counts.set(txn.category, { count: 1, income: txn.direction === "income" });
+  }
+  return Array.from(counts.entries())
+    .sort((a, b) => b[1].count - a[1].count)
+    .map(([name, v]) => ({ name, income: v.income }));
+}
+
 /**
- * The Тооцоо list: income/expense totals for the loaded month, then the
+ * The Тооцоо list: a month navigator, income/expense totals for the loaded
- * transaction rows grouped by day. Mirrors `TransactionsView.ledgerTab` /
+ * month, category filter chips, and the transaction rows grouped by day.
- * `TransactionsModel.recompute` (narrowed to this task's scope — no month
+ * Mirrors `TransactionsView.ledgerTab` / `TransactionsModel` (narrowed to
- * nav or category chips): salary deposits (`salary === true`) are hidden by
+ * this task's scope): salary deposits (`salary === true`) are hidden by
  * default, and transfers are excluded from the totals and tagged in the row
  * meta line instead of colored green/red.
  */
 export function TransactionList() {
-  const { data, isLoading } = useTransactions();
+  const [monthOffset, setMonthOffset] = useState(0);
+  const [selectedCategory, setSelectedCategory] = useState<string | null>(null);
+  const { from, to } = useMemo(() => monthRange(monthOffset), [monthOffset]);
+  const { data, isLoading } = useTransactions({ from, to });
   const all = useMemo(() => data ?? [], [data]);
   const hidden = useHiddenAmounts();
 
+  function changeMonth(next: number) {
+    setMonthOffset(next);
+    setSelectedCategory(null);
+  }
+
   const totals = useMemo(() => {
     let income = 0;
     let expense = 0;
@@ -145,33 +160,60 @@ export function TransactionList() {
     return { income, expense };
   }, [all]);
 
+  const categoryOptions = useMemo(() => categoriesIn(all), [all]);
+
+  const hasUncategorized = useMemo(
+    () => all.some((txn) => !txn.category && (txn.matchKey || txn.title)),
+    [all],
+  );
+
   const visible = useMemo(
     () =>
       all
         .filter((txn) => txn.salary !== true)
+        .filter((txn) => selectedCategory === null || txn.category === selectedCategory)
         .slice()
         .sort((a, b) => new Date(b.date).getTime() - new Date(a.date).getTime()),
-    [all],
+    [all, selectedCategory],
   );
   const groups = useMemo(() => groupByDay(visible), [visible]);
 
   return (
     <div style={{ display: "flex", flexDirection: "column", gap: 16 }}>
-      <div style={{ display: "flex", alignItems: "center", justifyContent: "space-between" }}>
+      <div style={{ display: "flex", alignItems: "center", justifyContent: "space-between", gap: 12 }}>
         <h1 style={{ fontSize: 20, fontWeight: 700, margin: 0 }}>{s.list.title}</h1>
-        <HideAmountsToggle label={s.list.hideToggle} />
+        <div style={{ display: "flex", alignItems: "center", gap: 12 }}>
+          {hasUncategorized ? (
+            <Link href="/accounting/review" style={{ textDecoration: "none" }}>
+              <MercuryButton variant="secondary" size="small">
+                {s.list.categorizeCta}
+              </MercuryButton>
+            </Link>
+          ) : null}
+          <HideAmountsToggle label={s.list.hideToggle} />
+        </div>
       </div>
 
+      <MonthNav
+        label={monthLabel(monthOffset)}
+        onPrev={() => changeMonth(monthOffset - 1)}
+        onNext={() => changeMonth(monthOffset + 1)}
+        prevLabel={s.list.prevMonth}
+        nextLabel={s.list.nextMonth}
+      />
+
       <Card style={{ display: "flex", flexDirection: "column", gap: 12 }}>
         <SummaryRow label={s.list.income} value={totals.income} hidden={hidden} tone="income" />
         <SummaryRow label={s.list.expense} value={totals.expense} hidden={hidden} tone="expense" />
       </Card>
 
+      <CategoryChips categories={categoryOptions} selected={selectedCategory} onSelect={setSelectedCategory} />
+
       {isLoading ? (
         <Skeleton style={{ height: 320, width: "100%", borderRadius: "var(--seed-radius-r3)" }} />
       ) : groups.length === 0 ? (
         <Card>
-          <p style={{ margin: 0, color: "var(--seed-color-fg-neutral-muted, #8b8b8b)" }}>{s.list.empty}</p>
+          <EmptyState icon="calendar-check" title={s.list.empty} hint={s.list.emptyHint} compact />
         </Card>
       ) : (
         <Card style={{ display: "flex", flexDirection: "column", gap: 20 }}>

src/features/accounting/monthRange.test.ts

@@ -0,0 +1,35 @@
+import { describe, expect, it } from "vitest";
+import { monthLabel, monthRange } from "./monthRange";
+
+describe("monthRange", () => {
+  it("returns the first and last day of the base month at offset 0", () => {
+    expect(monthRange(0, new Date(2026, 7, 15))).toEqual({ from: "2026-08-01", to: "2026-08-31" });
+  });
+
+  it("steps back a month, crossing a year boundary", () => {
+    expect(monthRange(-1, new Date(2026, 0, 10))).toEqual({ from: "2025-12-01", to: "2025-12-31" });
+  });
+
+  it("steps forward a month, crossing a year boundary", () => {
+    expect(monthRange(1, new Date(2025, 11, 20))).toEqual({ from: "2026-01-01", to: "2026-01-31" });
+  });
+
+  it("handles a short month (February, non-leap year)", () => {
+    expect(monthRange(0, new Date(2026, 1, 1))).toEqual({ from: "2026-02-01", to: "2026-02-28" });
+  });
+
+  it("handles a leap-year February", () => {
+    expect(monthRange(0, new Date(2028, 1, 1))).toEqual({ from: "2028-02-01", to: "2028-02-29" });
+  });
+});
+
+describe("monthLabel", () => {
+  it("formats as '<year> оны <month>-р сар'", () => {
+    expect(monthLabel(0, new Date(2026, 7, 15))).toBe("2026 оны 8-р сар");
+  });
+
+  it("rolls the year when stepping across January", () => {
+    expect(monthLabel(-1, new Date(2026, 0, 5))).toBe("2025 оны 12-р сар");
+    expect(monthLabel(1, new Date(2025, 11, 5))).toBe("2026 оны 1-р сар");
+  });
+});

src/features/accounting/monthRange.ts

@@ -0,0 +1,22 @@
+import { todayLocalDate } from "@/api/hooks/reads";
+
+/**
+ * Local-calendar [from, to] bounds (`YYYY-MM-DD`, matching `?from=&to=`) for
+ * the month `offset` months from `base` — 0 = `base`'s own month, -1 = the
+ * month before, +1 = the month after. Powers the Тооцоо month navigator.
+ */
+export function monthRange(offset: number, base: Date = new Date()): { from: string; to: string } {
+  const year = base.getFullYear();
+  const month = base.getMonth() + offset;
+  const first = new Date(year, month, 1);
+  const last = new Date(year, month + 1, 0); // day 0 of next month = this month's last day
+  return { from: todayLocalDate(first), to: todayLocalDate(last) };
+}
+
+/** "2026 оны 8-р сар" for the month `offset` months from `base`. */
+export function monthLabel(offset: number, base: Date = new Date()): string {
+  const year = base.getFullYear();
+  const month = base.getMonth() + offset;
+  const d = new Date(year, month, 1);
+  return `${d.getFullYear()} оны ${d.getMonth() + 1}-р сар`;
+}

src/features/accounting/strings.ts

@@ -10,7 +10,22 @@ export const accountingStrings = {
     income: "Орлого",
     expense: "Зарлага",
     empty: "Гүйлгээ алга",
+    emptyHint: "Энэ сард гүйлгээ бүртгэгдээгүй байна.",
     transferTag: "Шилжүүлэг",
+    allCategories: "Бүгд",
+    categorizeCta: "Ангилах",
+    prevMonth: "Өмнөх сар",
+    nextMonth: "Дараагийн сар",
+  },
+  review: {
+    title: "Ангилалжуулах",
+    later: "Дараа нь",
+    remaining: (n: number) => `${n} ангилалгүй худалдагч үлдлээ`,
+    question: "Аль ангилалд хамаарах вэ?",
+    skip: "Алгасах",
+    done: "Бүгд ангилагдлаа",
+    close: "Хаах",
+    transactionCount: (n: number) => `${n} гүйлгээ`,
   },
   detail: {
     total: "Нийт",