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February 23, 2026
patch Finance

Add DetailedDescription to Finance plugin for AI context awareness

Details

Populates the new PluginMetadata.DetailedDescription property with a

comprehensive feature summary so the AI assistant (Duncan) can answer

questions about the Finance plugin's capabilities when the user asks.

Also includes previously unstaged Directory.Build.targets with the

auto-deploy plugin target for dev workflow.

patch Finance

Fix savings target calculation showing full remaining as monthly shortfall

Finance 3.19.0 → 3.19.1 | 710fbd8f
Details

SavingsBalance goals no longer report the entire target-minus-balance as

a monthly contribution need, which caused CalculateUnderfunded to show

thousands of dollars as "underfunded this month." SavingsBalance has no

defined monthly cadence — users allocate freely each month toward their

target. The progress bar already correctly tracks balance/target.

Also updated AvailableTooltip for savings-type goals (SavingsBalance,

NeededByDate) to say "saved toward goal" instead of "left to spend,"

since savings categories aren't spending money.

patch CalendarCanvasContactsDataEmailFilesFinanceHabitsJournalNotesRssSnippetsTasksWebClips

Add PLUGIN_CONTEXT.md to all 14 plugins

Details

Each plugin now has a comprehensive PLUGIN_CONTEXT.md documenting its

features, data model (entity types and key fields), quick actions, AI

intents, and cross-plugin integration points. These files serve as

reference documentation for the AI model to understand plugin capabilities.

minor Finance

Add YNAB-style outflow/inflow transaction register UX

Finance 3.18.0 → 3.19.0 | dece3d73
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.

minor FinanceNotes

Migrate Finance and Notes charting to shared UI.Adaptive wrappers

Notes 1.61.0 → 1.62.0 | 9e1a96dc
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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