Email: add DetailedDescription and RAG plugin context chunk
AI panel UX improvements: persistent panel, resize handle, plugin context injection
Details
Three changes to the AI assistant tray:
1. Panel no longer closes on click-away. Users must explicitly close via the
close button or Escape key, matching the expectation that the panel stays
open while working.
2. Added drag-to-resize handle (same pattern as InfoPanel) allowing users to
widen or narrow the tray between 320-700px. Default remains 400px.
3. Active plugin context is now injected into the AI system prompt. When the
user navigates to a plugin, the AI receives the plugin's name, description,
tags, and category. Plugins can optionally set DetailedDescription on
PluginMetadata for richer context (feature list, capabilities, quick actions).
This lets the AI answer questions like "what is this plugin?" and "what can
I do here?"
SDK 1.63.0: Added PluginMetadata.DetailedDescription property.
Desktop 1.62.0.
Add YNAB-style outflow/inflow transaction register UX
Details
Replace single Amount column with separate Outflow (red) and Inflow (green) columns in the account register. Add All/Outflow/Inflow filter toggle to the account selector row. Add Outflow/Inflow direction toggle button to the add transaction form (defaults to Outflow). When adding an inflow, splits use positive amount on the asset account and negative on an auto-resolved income account. The quick transaction form also gets an Outflow/Inflow toggle with visual feedback, replacing the old sign-convention watermark. Edit panel preserves original sign direction. Bump version to 3.19.0.
Add tiered AI intent prompts and upgrade local model catalog
Details
Replace old local model catalog (phi-3-mini, llama-1b, mistral-7b) with a
better-tiered selection: llama-3.2-3b (lightweight), qwen-2.5-7b (balanced),
qwen-2.5-14b (high quality), and qwen-2.5-32b (best local quality for 32GB+
systems). Add parameter count metadata to model info for tier detection.
Implement 3-tier intent classification prompt system: Small tier (current
terse few-shot for <5B local models, 384 tokens), Medium tier (richer
instructions with slot descriptions for 7B+ local models, 768 tokens), and
Large tier (full chain-of-thought with intent descriptions, edge case
guidance, and confidence scoring for cloud models, 1024 tokens).
IntentEngine now dynamically selects prompt tier and MaxTokens based on the
active AI provider — cloud providers get Large tier, local 7B+ get Medium,
and small local models get Small. Medium/Large tiers skip intent filtering
to give capable models the full intent set.
Add ChatML prompt template for Qwen models with proper anti-prompts. Update
PlatformDetector RAM thresholds to recommend new models. Old downloaded
models (phi-3, mistral, llama-1b) still work via backward-compatible prompt
template matching.
Migrate Finance and Notes charting to shared UI.Adaptive wrappers
Details
Remove direct LiveChartsCore.SkiaSharpView.Avalonia dependency from both
plugins. Charts now flow through AdaptiveCartesianChart and AdaptivePieChart
controls provided by PrivStack.UI.Adaptive, which owns the LiveCharts2
rc6.1 dependency.
This fixes the SourceGenChart TypeLoadException crash in Finance Reports
and makes charting available to any plugin via the existing UI.Adaptive
reference.
Finance: ReportsView.axaml uses adaptive: namespace wrappers instead of
lvc: LiveCharts controls. ViewModel series building unchanged (ISeries/Axis
types resolve transitively).
Notes: ChartBlockEditor creates AdaptiveCartesianChart/AdaptivePieChart
instead of CartesianChart/PieChart directly. ChartSeriesFactory and
ChartExportRenderer unchanged (C# types only, no XAML controls).
Finance version: 3.18.0 (unchanged)
Notes version: 1.61.0 → 1.62.0
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