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fix: surface Uncategorized spending on the dashboard by separating uncategorized expenses from uncategorized income#88

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MarkIannucci:remove-uncategorized-income-from-uncategorized-spending
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fix: surface Uncategorized spending on the dashboard by separating uncategorized expenses from uncategorized income#88
MarkIannucci wants to merge 1 commit into
tomfunk:devfrom
MarkIannucci:remove-uncategorized-income-from-uncategorized-spending

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getRangeSummary netted income against expenses per category, so the Uncategorized catch-all — which mixes an un-ruled paycheck with real spending — collapsed to a negative total and was dropped from "spending by category" entirely, also understating headline Income/Expenses.

Use a hybrid rule (in a shared summarizeBuckets helper): net real categories so refunds still reduce them, but split Uncategorized by flow (outflows are spending, inflows are income). Applied consistently across getRangeSummary, getTagSummary, queryFlexTotals, getSearchFilteredData, and queryCategoryTotals (delta mode), so every view reconciles. Net is unchanged.

Tests: range/flex behavior, delta-mode alignment, and TUI+GUI dashboard reconciliation invariants (category lines sum to the Expenses total).

getRangeSummary netted income against expenses per category, so the
Uncategorized catch-all — which mixes an un-ruled paycheck with real
spending — collapsed to a negative total and was dropped from "spending
by category" entirely, also understating headline Income/Expenses.

Use a hybrid rule (in a shared summarizeBuckets helper): net real
categories so refunds still reduce them, but split Uncategorized by flow
(outflows are spending, inflows are income). Applied consistently across
getRangeSummary, getTagSummary, queryFlexTotals, getSearchFilteredData,
and queryCategoryTotals (delta mode), so every view reconciles. Net is
unchanged.

Tests: range/flex behavior, delta-mode alignment, and TUI+GUI dashboard
reconciliation invariants (category lines sum to the Expenses total).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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