Changelog

Register empty state now shows an "Add Account" button that opens the

account management modal. An "Import CSV" button in the register toolbar

lets users import OFX/QFX/QIF/CSV files directly into the selected

account with deduplication. Category management now shows a

MiniCalendarPicker for the target date when "Needed By Date" goal type

is selected, using a DateOnly↔DateTimeOffset adapter property.

Version: 3.5.0 → 3.6.0

Replace dedicated nav buttons for Accounts, Reconciliation, and Summary

with a Settings MenuFlyout dropdown. Move category management from an

inline overlay in BudgetDashboardView to a standalone CategoryManagementView

hosted in FinanceView's modal overlay alongside the other admin views.

Uses the new shared ModalOverlay control from PrivStack.UI.Adaptive

(extracted in SDK 1.61.0) instead of duplicating overlay boilerplate.

BudgetDashboardViewModel simplified to 2-param constructor with a

RequestOpenCategoryManagement callback for the toolbar button. The

FinanceViewModel owns all settings modal state and refreshes budget

data on close.

Add shared ModalOverlay control to PrivStack.UI.Adaptive replacing

duplicated per-plugin copies in Notes, Tasks, Calendar, and Email.

The control provides animated backdrop, centered card with title bar,

scrollable body, optional footer, Escape key and backdrop-click-to-close.

Built as a code-based Panel (matching EmptyState pattern) with no AXAML

theme file required.

The full-screen CategoryManagementView crashed with Unable to resolve type

vm:CategoryManagementViewModel. Rather than debugging the XAML resolution,

replaced it with a modal overlay dialog inside BudgetDashboardView, matching

the existing Transfer Dialog overlay pattern.

Changes:

• Delete CategoryManagementView.axaml and code-behind
• Add category management overlay to BudgetDashboardView with full CRUD:

add group, add category, rename group, edit category settings (rollover,

goal type, target amount), save/hide/reorder actions

• Move CategoryManagementViewModel ownership from FinanceViewModel to

BudgetDashboardViewModel

• Add "Manage Categories" button to budget toolbar
• Remove "Categories" nav button from FinanceView
• Update command palette entry to open budget view then show overlay
• Bump version 3.3.2 -> 3.4.0

The {x:Type vm:CategoryManagementViewModel} markup extension in FinanceView's

DataTemplates triggers XamlTypeResolver.Resolve() at runtime, which cannot

resolve types loaded via a custom AssemblyLoadContext (plugin isolation).

This is the actual root cause of the CategoryManagementView crash — not the

bindings inside CategoryManagementView itself.

Fix: Remove all {x:Type} DataTemplates from FinanceView.axaml entirely.

Instead, each GoTo*Command now sets CurrentView to a new View instance with

DataContext set to the corresponding ViewModel. This is the same pattern

used by every other multi-view plugin and completely avoids XAML runtime

type resolution.

Finance v3.3.0.