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February 22, 2026
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.

minor Finance

Add goal engine, age-of-money, credit card logic, and envelope transfers (v1.4.0)

Finance 1.3.0 → 1.4.0 | 34d40bee
Details

New services: GoalService (5 goal types: MonthlySpending, WeeklySpending,

NeededByDate, SavingsBalance, MonthlySavingsBuilder with progress and

underfunded calculations), AgeOfMoneyService (FIFO matching of spending

to income), CreditCardService (funded vs unfunded CC debt, available for

payment), TransferService (conservation-law category-to-category budget

transfers). New GoalTargetType enum and ReconciliationCheckpoint record.

Category model extended with optional GoalTargetType field. Comprehensive

test coverage for all new services including edge cases.

minor Finance

Refactor Finance plugin for CLAUDE.md compliance, bump to v1.3.0

Finance 1.2.0 → 1.3.0 | 2507327e
Details

Splits 3 oversized files to comply with modularity standards:

  • ReconciliationService: extracted StringSimilarity (Jaro-Winkler,

Levenshtein, Token Jaccard) into Services/StringSimilarity.cs

  • CsvStrategy: extracted CsvProfileDetector (auto-detection, delimiter,

date format) and CsvLineParser (RFC 4180 quoted fields) into separate files

  • FinancePlugin.Intents: split descriptors from execution handlers into

FinancePlugin.IntentHandlers.cs

Extracts 4 nested ViewModels into dedicated files per One Thing Rule:

CategoryGroupViewModel, CategoryViewModel, TransactionViewModel,

ReconciliationMatchViewModel.

Fixes async anti-patterns:

  • OnSelectedAccountChanged: wrapped fire-and-forget in try/catch
  • OnAllocatedChanged: added error handling in UpdateAllocationAsync
  • IShareableBehavior: replaced per-call .GetAwaiter().GetResult() with

ConcurrentDictionary cache and lazy refresh on miss

Updated test references for extracted classes.

minor SDK

Add CompositeDisposable lifecycle to ViewModelBase, bump SDK to 1.60.0

SDK 1.59.2 → 1.60.0 | 34e63905
Details

ViewModelBase now implements IDisposable with a protected CompositeDisposable

property. Plugins can track subscriptions and event handlers via DisposeWith()

extension method to prevent memory leaks when ViewModels are deactivated.

Added System.Reactive dependency for CompositeDisposable. Added

DisposableExtensions.cs with DisposeWith<T> extension method matching the

ReactiveUI convention.

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