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February 22, 2026
major Finance

Add reports & analytics, fix NUnit test runner (v3.0.0)

Finance 2.1.0 → 3.0.0 | 49a0ecd4
Details

Fix dotnet test discovery by adding explicit PrivStack.Sdk and

PrivStack.UI.Adaptive package references to the test csproj —

transitive dependencies were not copied due to Private=false in

Directory.Build.targets. All 65 tests now pass via dotnet test.

Add comprehensive financial reporting feature with four report types:

spending by category (date-filtered, horizontal bar chart), income vs

expenses (12-month paired bars), net worth over time (cumulative

asset/liability snapshots), and category trends (single-category

spending history). Reports use native Avalonia ProgressBar controls

for bar chart rendering — no external charting libraries.

New files: Report.cs (4 immutable DTOs), ReportingService.cs (pure

logic, 4 query methods), ReportsViewModel.cs (tab selection, date

range, normalized bar widths), ReportsView.axaml + code-behind.

Wired into FinanceViewModel (Reports property + GoToReportsCommand),

FinanceView.axaml (DataTemplate + nav button), and command palette

(Go to Reports with ChartBar icon). Added 9 reporting tests covering

all four report methods including edge cases.

major Finance

Reconciliation enhancements, transfer intent, commands, enhanced seed data (v2.0.0)

Finance 1.8.0 → 2.0.0 | adf6929a
Details

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).

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