Changelog

Add contextual hover tooltips to budget dashboard column headers (Category,

Budgeted, Available, Goal), TBB banner elements (Income, To Be Budgeted,

Age of Money), and individual data cells with dynamic text based on balance

state (positive/zero/negative) and goal funding progress.

Enrich the indexable content for Duncan AI with expanded budget status chunks

that include allocations and goal progress per category, a new budget overview

chunk with TBB/income/overspent/underfunded summaries, and enhanced category

chunks with group names, goal type details, and rollover behavior context.

Bump version to 3.11.0.

The goal progress calculation used balance/target for ALL goal types,

which meant spending categories (Rent, Groceries, etc.) showed 0% funded

after money was spent — even when the full amount had been budgeted.

Spending goals (MonthlySpending, WeeklySpending, MonthlySavingsBuilder)

now calculate progress as allocated/target, reflecting whether the user

has set aside enough money. Accumulation goals (SavingsBalance, NeededByDate)

still use balance/target since those track total savings toward a target.

Updated GoalProgressDisplay to show "allocated of target" for spending

goals and "balance of target" for accumulation goals. Added allocated

parameter to GoalService.CalculateGoalProgress signature.

Version bump to 3.10.0 (minor — goal calculation behavior change).

Replace the plain full-width ProgressBar with a compact 300px custom goal bar

that communicates funding status at a glance through color states. The bar uses

red for critical (<50%), amber for warning (50-75%), purple for near-target

(75-100%), and green for funded (100%+). Overfunded categories show a dark green

extension past the 100% mark. Weekly spending goals display tick marks at 25%

intervals to indicate week boundaries. The goal bar is now integrated directly

into the Goal column alongside the type label and progress text, rather than

spanning the full row width. Version bump to 3.9.0.

Finance seed data now generates realistic transactions spanning 12 months

back from today, including bi-monthly paychecks, recurring bills, variable

spending (groceries, gas, dining, entertainment, clothing), savings transfers,

budget allocations, and reconciliation checkpoints. Extracted seed logic into

a dedicated FinanceSeedService for modularity.

Fixed InvalidCastException in Manage Categories dialog where ComboBox controls

used inline ComboBoxItem elements that couldn't be cast to RolloverBehavior

and GoalTargetType enums. Replaced with proper ItemsSource bindings using

typed wrapper records (RolloverOption, GoalTypeOption).

Fixed ReportsView crash (Unable to resolve type vm:ReportsViewModel) caused

by missing x:DataType on the date range DataTemplate.

Version bump: 3.7.0 -> 3.8.0

Replaces bare date pickers with quick-select buttons: 1 Week, 2 Weeks,

1 Month, 3 Months, 6 Months, 12 Months, 2 Years, 5 Years, All, Custom.

Selecting a preset auto-sets From/To dates and refreshes. Choosing

"Custom" reveals the MiniCalendarPicker controls for manual entry.

Version: 3.6.2 → 3.7.0