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February 22, 2026
minor Finance

Add hierarchy, CRDT resolution, caching, reconciliation UI, test fixes (v2.1.0)

Finance 2.0.0 → 2.1.0 | 33737205
Details

Implements remaining architecture items for the Finance plugin:

  • Fix NUnit test runner: Directory.Build.targets was setting Private=false on all

ProjectReferences, preventing test dependency DLLs from copying to output. Added

IsTestProject condition. Fixed MockSdk non-generic SendAsync not storing writes.

All 56 tests now pass.

  • One-to-many reconciliation UI: ReconciliationMatch now carries SubsetTransactions

list. ReconciliationMatchViewModel exposes subset details with expand/collapse.

ReconciliationView shows constituent transactions in matched items.

  • Chart of accounts hierarchy: Account record gains ParentId. AccountManagement

supports parent selection, set/remove parent commands, and indented display.

AccountSummary renders parent-first ordering with child indentation.

  • CRDT conflict resolution: ConflictResolver provides LWW for transactions,

sticky-closed for accounts, union-merge for budget allocations, and goal

preservation for categories.

  • Performance optimization: EntityCache provides TTL-based ConcurrentDictionary

caching for FinanceRepository.ListAsync calls with automatic invalidation on

writes. AccountRegisterViewModel uses pagination (100 per page) with

LoadMoreTransactions for incremental loading.

  • Added 11 new tests covering CRDT resolution, entity cache behavior, and

subset reconciliation model.

minor Finance

Enhance budget dashboard with goal progress, age-of-money, and transfers (v1.8.0)

Finance 1.7.0 → 1.8.0 | ff88032a
Details

CategoryViewModel: added GoalProgress, UnderfundedAmount, HasGoal,

GoalTypeDisplay, GoalProgressDisplay, UnderfundedDisplay properties.

BudgetDashboardViewModel: age-of-money calculation via AgeOfMoneyService,

transfer dialog state (open/close, from/to category, amount), and

ExecuteTransferAsync via TransferService. BudgetDashboardView: progress

bars under goal categories, underfunded text indicators, age-of-money in

TBB banner, Move Money button with modal overlay dialog showing category

pickers and amount. TransferDialog programmatic ContentControl for reuse.

minor Finance

Add transaction editing and account summary view (v1.7.0)

Finance 1.6.0 → 1.7.0 | f75b5d1b
Details

Transaction editing: inline edit panel on AccountRegisterView with payee,

amount, memo, category picker. Save uses immutable reversal pattern via

LedgerService.UpdateTransactionAsync. Delete creates reversal-only. Clear

and Reconcile status buttons. Status indicator column (U/C/R) in register.

Account summary: net worth banner with assets/liabilities, age-of-money

indicator, budget accounts section with cleared and total balances,

tracking accounts section, closed accounts section. Uses AgeOfMoneyService

for FIFO calculation. Added Summary nav button to FinanceView.

minor Finance

Add category and group management UI with goal configuration (v1.6.0)

Finance 1.5.0 → 1.6.0 | 6b487fa7
Details

New CategoryManagementViewModel and CategoryManagementView providing

hierarchical category management: create/rename groups, create categories

within groups, reorder categories (move up/down), hide categories, and

per-category goal configuration (5 goal types with target amount and

optional date for NeededByDate). Rollover behavior picker per category.

Added Categories nav button to FinanceView navigation bar.

minor Finance

Add account management UI with CRUD operations (v1.5.0)

Finance 1.4.0 → 1.5.0 | 54b16107
Details

New AccountManagementViewModel and AccountManagementView providing full

account lifecycle: create (with type picker), rename, close (zero balance

check), reopen, delete (no-transactions guard), and on-budget toggle.

Left panel lists accounts grouped by status with balance display; right

panel shows selected account detail with editable name and action buttons.

Added Accounts nav button to FinanceView navigation bar.

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