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This PR adds a new toggle to include/exclude income transactions from all calculations. When disabled (default), only expenses are included, which helps handle cases like returns/refunds that create both expense and income transactions.

Changes

  • Added component with matching styles
  • Updated to manage income toggle state with localStorage persistence
  • Updated hook to pass parameter through all data transformation functions
  • Updated to filter out income transactions when is false
  • Updated with CLI command instructions for getting today's date
  • Updated to document the new feature

Behavior

  • Default: Income toggle is disabled (expenses only) - matches current app behavior
  • When enabled: Includes all income transactions as before
  • When disabled: Filters out all income transactions, sets income-related metrics to 0, and adjusts calculations accordingly

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…nctions and parameters

- Added mocks for getCurrencySymbol, getBudgetedAmounts, getCategoryGroupSortOrders, and getCategoryGroupTombstones in useActualData tests.
- Updated transformToWrappedData function calls in tests to include new parameters for improved data handling.
- Adjusted assertions in tests to accommodate changes in the data transformation logic, ensuring accurate validation of results.
@MatissJanis MatissJanis closed this Jan 9, 2026
@MatissJanis MatissJanis deleted the matiss/toggle-refunds branch January 9, 2026 21:47
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2 participants