Changelog

Implements remaining architecture items for the Finance plugin:

• Fix NUnit test runner: Directory.Build.targets was setting Private=false on all

ProjectReferences, preventing test dependency DLLs from copying to output. Added

IsTestProject condition. Fixed MockSdk non-generic SendAsync not storing writes.

All 56 tests now pass.

• One-to-many reconciliation UI: ReconciliationMatch now carries SubsetTransactions

list. ReconciliationMatchViewModel exposes subset details with expand/collapse.

ReconciliationView shows constituent transactions in matched items.

• Chart of accounts hierarchy: Account record gains ParentId. AccountManagement

supports parent selection, set/remove parent commands, and indented display.

AccountSummary renders parent-first ordering with child indentation.

• CRDT conflict resolution: ConflictResolver provides LWW for transactions,

sticky-closed for accounts, union-merge for budget allocations, and goal

preservation for categories.

• Performance optimization: EntityCache provides TTL-based ConcurrentDictionary

caching for FinanceRepository.ListAsync calls with automatic invalidation on

writes. AccountRegisterViewModel uses pagination (100 per page) with

LoadMoreTransactions for incremental loading.

• Added 11 new tests covering CRDT resolution, entity cache behavior, and

subset reconciliation model.

Marks all medium-priority items as done and documents 25 new features

across 6 commits. Updates remaining work list.

Rewrites ReconciliationView with native file picker integration via ISdkDialogService,

statement ending balance input (CurrencyBox), matched/unmatched transaction sections,

progress display, and finish reconciliation with checkpoint persistence. Adds

finance_reconciliation_checkpoint entity schema for tracking reconciliation history.

Adds finance.transfer_between_categories intent with from/to category slots and amount,

routed to ExecuteTransferIntentAsync which resolves categories by name and delegates to

TransferService.

Adds 3 new command palette entries: Go to Account Summary, Account Management, and

Category Management for quick navigation.

Enhances seed data with GoalTargetType enum values on categories (MonthlySpending,

WeeklySpending, NeededByDate, SavingsBalance, MonthlySavingsBuilder), a new "New Car Fund"

savings category, credit card sample transactions (grocery, dining, gas), and reconciliation

checkpoint wipe target.

Bumps version to 2.0.0 (csproj + PluginMetadata).

CategoryViewModel: added GoalProgress, UnderfundedAmount, HasGoal,

GoalTypeDisplay, GoalProgressDisplay, UnderfundedDisplay properties.

BudgetDashboardViewModel: age-of-money calculation via AgeOfMoneyService,

transfer dialog state (open/close, from/to category, amount), and

ExecuteTransferAsync via TransferService. BudgetDashboardView: progress

bars under goal categories, underfunded text indicators, age-of-money in

TBB banner, Move Money button with modal overlay dialog showing category

pickers and amount. TransferDialog programmatic ContentControl for reuse.

Transaction editing: inline edit panel on AccountRegisterView with payee,

amount, memo, category picker. Save uses immutable reversal pattern via

LedgerService.UpdateTransactionAsync. Delete creates reversal-only. Clear

and Reconcile status buttons. Status indicator column (U/C/R) in register.

Account summary: net worth banner with assets/liabilities, age-of-money

indicator, budget accounts section with cleared and total balances,

tracking accounts section, closed accounts section. Uses AgeOfMoneyService

for FIFO calculation. Added Summary nav button to FinanceView.