Changelog

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.

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.

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.

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.

Implements the remaining high-priority capability interfaces for the Finance

plugin using the established partial class pattern:

• IShareableBehavior: shares finance_account and finance_transaction entities

with title resolution from the repository

• ICommandProvider: 3 command palette entries (Budget, Register, Reconciliation)
• IIntentProvider: 3 AI intents — create transaction, check account balance,

and check budget category status with full slot validation

• IReminderProvider: budget overallocation alerts on the 1st of each month

when To-Be-Budgeted goes negative

• IQuickActionProvider: quick transaction entry overlay (Cmd+Shift+T) with

a new QuickTransactionForm programmatic control implementing IQuickActionForm

All 5 capabilities are registered in OnInitializeAsync. The QuickTransactionForm

follows the constructor-built pattern to avoid intermittent empty overlay issues.

Version bumped in both .csproj and PluginMetadata. CONTINUATION.md updated to

reflect completed work and remaining medium/lower priority items.