Changelog

The Finance plugin was indexing budget data as a single massive chunk

that got truncated to 400 chars, losing most category data. Duncan

could only reference 2-3 categories and had no spending/actual data.

Changes:

• Split budget status into per-group chunks (Housing, Food & Drink,

Transportation, etc.) so each survives RAG truncation independently

• Added spent amounts (budgeted - available) to every category line
• Added per-group spending summaries to the overview chunk with

percentage utilization

• Added total spent and over-allocation warnings to the overview
• SetBudgetActiveItem now passes InfoPanelDetailField details

(income, TBB, methodology, age of money, overspent categories)

so Duncan gets useful context even without an SDK entity fetch

• Added MonthChanged callback so active item updates on navigation
• Bumped Finance plugin to 3.11.1.

The Finance plugin never called SetActiveItem() on the InfoPanel

service, so when a user asked Duncan about their budget, the AI

context still contained the last-viewed item from a different plugin

(e.g. a project from Notes/Tasks). This caused Duncan to respond

with completely irrelevant data instead of Finance budget information.

Added SetActiveItem calls in FinanceViewModel for all three views:

• Budget dashboard: sets "finance_budget" with current month label
• Account register: sets "finance_register" with selected account
• Reports: sets "finance_reports"

Also wired up a MonthChanged callback from BudgetDashboardViewModel

so the active item updates when the user navigates between months.

Bumped Finance plugin to 3.11.1.

The seed views were using shorthand filter operators (eq, neq, gt)

but the Rust backend expects full snake_case names (equals,

not_equals, greater_than). This caused CreateView failures for

Active Engineers, Active Projects, Billable Only, Open Deals, and

High Value views during seeding. Bumped Data plugin to 1.20.5.

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.

Bumped budget allocations and goal targets for variable-cost categories

(Electric, Water, Gas, Car Maintenance, Groceries, Dining, Coffee, Laundry,

Personal Care, Entertainment, Home & Household, Cloud & Apps) so that

monthly allocations properly cover typical spending amounts. Previously,

allocations were set too conservatively, causing cumulative negative

Available balances in envelope mode despite categories showing "funded"

goal bars — a confusing UX. Both CreateCat goal targets and the

SeedBudgetAllocationsAsync dictionary are now aligned. Total monthly

allocation is $4,280 against $4,700 income, leaving a healthy $420 surplus.

Version bump 3.10.1 → 3.10.2.