Release Notes



Bug Fixes

• warn loudly when a loaded instance secret is a machine-bound double-encrypted blob
• write SQL Server backups to the server's default backup directory



Bug Fixes

• load instance settings when a server DB is opened from the Welcome screen

Other Changes

• bump version to 0.6.0



Bug Fixes

• strip machine-bound encryption before secrets reach the shared instance store
• align Velopack on stable 1.2.0 to stop the repeated-install loop



Bug Fixes

• post release metadata to otterledger.com (old host no longer serves TLS)
• make server-DB instance store authoritative for API keys; add unlock diagnostics



New Features

• payee autocomplete in transaction grid inline edit
• polish payee autocomplete UX in inline cell edits



Bug Fixes

• detect B2B Prime and exclude warranty from Prime Membership
• align Bank Assistant Amazon detection with Banking View

New Features

• add per-provider AI model selection in AI Settings
• default Spending by Category transactions to include memo column
• add view-mode toggle infrastructure to Income vs Expense
• add Detail view to Income vs Expense report
• add Transactions view to Income vs Expense report
• render Income vs Expense PDF for Detail and Transactions views
• refactor Spending by Payee Detail to category roll-up + add Transactions view scaffolding
• render Spending by Payee Detail and Transactions tree views
• render Spending by Payee PDF for Detail and Transactions views

Other Changes

• extract shared transaction view selector types
• plan for 3-view pattern across Income vs Expense and Spending by Payee



Bug Fixes

• inline delete in Combine-into-Deposit to avoid SQLite lock
• match D01 digital orders and show Subscription badge
• upgrade deprecated Claude/Gemini models and reframe transaction-research prompt

New Features

• VM extension for spending transactions view
• XAML for spending transactions view
• PDF rendering for spending transactions view

Other Changes

• handoff + design for spending-by-category transactions view

Wip

• partial VM extension for transactions view



Bug Fixes

• sign-aware split preview so refund applies pass validation
• auto-select refund candidates in assistant so preview populates
• combine into deposit LINQ translation error
• wrap combine into deposit handler in atomic transaction

New Features

• combine transactions into deposit (handler)
• combine into deposit dialog
• combine into deposit toolbar action



Bug Fixes

• surface refund charges whose linked order is already SplitCreated
• banking-view refund badge consults AmazonCharges
• NRE in refund badge path — matchingOrder is null from charge fallback
• null-safe binding for statement candidate
• refund-safe apply pathway — record on charge, preserve order state
• strip composite "POS SIG DD/MM VISA #NNNN" noise in ExtractMerchantName
• prevent assistant table column collapse
• refresh sidebar mode glyph after mode toggle

New Features

• add ChatMode to ChatSession aggregate
• persist ChatMode + migrations for all providers
• route General mode past OpenLedger intent detection
• add mode picker to AI Assistant UI

Other Changes

• add dual-mode + table fix design spec
• mark AI Assistant dual-mode + table fix complete



Bug Fixes

• enable frequency change on edit via ChangeFrequency
• update ReportGalleryViewModelTests to match current reports
• render date range in printed PDF output
• guard against epoch dates in FormatPeriodOrDateRange
• address code review on GroupingFieldPicker
• hide chevrons + detail area in Summary/SummaryOnly modes
• address code review on GroupedReportGrid
• sign-aware calculations with transfer exclusion
• dispatch income-vs-expense in GetBudgetStatusQueryHandler
• skip MatchInfo for recurring charges with distinct ExtIds
• centralize distinct-ExtId recurring-charge guard in matching pipeline
• propagate ExternalTransactionId through remaining pipeline callers
• address code review findings on export flow
• unhook watcher event when stopping to prevent leaks
• category column text refreshes on theme change
• exclude split-parents from income transaction aggregation
• wizard "Last N months" uses complete months only
• show sync button on first open with no transactions

New Features

• show total, paid, balance, and cycle-completion note
• add View-Transaction action on payment history rows
• add ScheduleFrequency.OneTime enum value
• deactivate one-time bill on full payment
• reject schedule config changes on one-time bills
• skip auto-advance on Resume for one-time bills
• add OneTime option and IsRecurring toggle to bill dialog VM
• hide interval and day-of-month for one-time bills
• print Spending by Category in the currently-visible view
• delete a bill payment with cycle-advance rollback
• scaffold GroupedReportGridViewModel + row projection
• add GroupedReportGrid XAML + code-behind
• add CategoryAmountDateRanges helper
• scaffold GetCategoryAmountAggregatesAsync contract
• implement GetCategoryAmountAggregatesAsync
• wire amount aggregates into tree query with parent rollup
• expose amount-range fields on CategoryTreeItemViewModel
• add seven amount-range rows to detail panel
• add PaymentMethodToCheckNumberConverter
• show Check # column on Payments grid
• populate CheckNumberSummary on invoice list
• show Check # column on Invoices grid
• scaffold InvoiceExportService with grid XLSX methods
• add Export split button with Invoices XLSX option
• add Export Payments menu item
• add GetInvoiceStatementsQuery for statement report
• add Export Statement (XLSX) tree layout
• add Customer Statement PDF with single-customer gate
• remember statement download folder + last filename
• add StatementFileWatcherService + matcher pipeline
• wire auto-attach watcher into Fetch Statement flow
• inline UI prompt for auto-attach candidates

Other Changes

• design for bill payment improvements (items 1-5)
• design for one-time bill reminders
• spec self-review — drop non-existent VM test guidance
• implementation plan for one-time bill reminders
• defensive throw in CalculateNextDueDate for OneTime
• document OneTime frequency in BillReminders schema
• add one-time bill reminder example
• design for view-aware print on Spending by Category
• code review fixes for view-aware spending print
• code review fixes
• design for reusable GroupedReportGrid control
• incorporate spike findings and sort-by-grouping requirement
• extract GroupingFieldPicker user control
• design spec for category detail panel amount ranges
• implementation plan for category detail panel amount ranges
• update PROGRESS.md for detail-panel amount ranges
• add StructLayout(Auto) to CategoryAmountDateRanges
• design spec for budget integrity fix and wizard dialog refactor
• implementation plan for budget integrity and wizard dialog
• convert wizard from embedded overlay to Window
• design for invoice export and customer statement report
• implementation plan for invoice export and statement
• design + plan for auto-attach statement on Fetch



Bug Fixes

• move ScrollViewer Padding to child Margin on payment dialogs
• increase payment dialog height, refresh after attachments, tighten grid
• apply filters to individual split rows when ShowSplits is active
• improve sorting, batch ops, context menu, and bank sync
• update uncategorized count in real-time after category changes
• propagate manual category corrections to PayeeMaster via learning



Bug Fixes

• default date range end to last day of current month
• show Calculate Miles button in both Manual and Odometer modes
• add wait-for-ready logic to prevent report generation hang
• convert BrokenLinksWarningDialog from overlay to Window
• sync all accounts after mapping new SimpleFin accounts
• deduplicate sync account list to prevent double-sync

New Features

• add Needs Attention toggle to filter accounts



Bug Fixes

• use raw bank payee for transfer pattern learning and matching
• auto-select account with pending items after bank sync
• start recurring invoice generation service on file open
• generate all missed recurring invoices on catch-up
• replace magic string TransactionOption with strongly-typed enum
• add missing Include(LineItems) and race condition guard
• compact receive payment dialog, inline transaction list, selected invoice totals
• adjust receive payment layout, transaction list selection, and invoice totals
• fix radio button converter, pin totals bar, tighten DataGrid columns
• fix receive payment layout per screenshot feedback
• pin totals bar and footer outside ScrollViewer
• totals inline below DataGrid, columns fill width
• restructure receive payment to match wireframe layout
• widen transaction column, orange selection, fill height
• align transaction list, orange selection, totals layout
• clip transaction list to card, orange selection, totals alignment
• fixed layout with no ScrollViewer, proper height constraints
• remove invalid HorizontalContentAlignment from ListBox
• right-justify columns, add splitter, compact headers
• wider dialog, ListBox item separators
• wider checkbox column, thicker separators, stretch list items
• ListBox width from parent, smaller grid font, totals in footer
• money colors, auto-match invoices, 70/30 split, ListBox stretch
• ListBox StackPanel items panel, fix CanApply validation
• guard allocations, batch auto-match, fix handler validation
• add error display and loading overlay to receive payment dialog
• lock TotalAmount when linking transaction, fix split ID mapping
• swap shift+click behavior for bank statement launch

New Features

• add invoice generation toast notification and dashboard widget
• add LinkedSplitId to InvoicePayment entity
• pass LinkedSplitId through Invoice.RecordPaymentWithDetails
• include LinkedSplitId in transaction invoice link DTO
• add LinkedSplitId column to InvoicePayments table
• add GetOutstandingInvoicesByCustomer query
• add ReceivePaymentCommand for multi-invoice payment allocation
• add ReceivePaymentDialogViewModel for multi-invoice payments
• add ReceivePaymentWindow view for multi-invoice payments
• wire Receive Payment button on Invoices toolbar
• unapply payment with optional transaction deletion
• hide date range for Unpaid/Overdue/Draft, persist preset
• add Calculate Miles button using Google Maps API with AI fallback
• show driving time and add directions link

Other Changes

• add design spec for invoice notifications and dashboard widget
• add design spec for multi-invoice receive payment dialog
• add implementation plan for multi-invoice receive payment
• add design spec for multi-invoice receive payment dialog
• add implementation plan for multi-invoice receive payment
• add InvoicePayments table with LinkedSplitId to NLP schema



Bug Fixes

• add missing emailService and logger params to DownloadControllerTests



Bug Fixes

• resolve all 7 compiler warnings
• skip Amazon transactions in fast categorization pipeline
• detect Amazon transactions by payee pattern in assistant pipeline
• reset toolbar state after assistant dialog closes
• populate Memo field when creating transactions from statement



Bug Fixes

• prevent assistant from auto-applying Amazon transactions with pending order matches
• resolve two failing tests in CI pipeline



Bug Fixes

• relax transfer auto-link from exact date to ±2 days
• prevent bank prefix "sig" from causing false payee matches
• show B/P indicator on expanded split rows in transaction list
• rebuild worksheet site with proper embedded data and fallback parser
• Net Worth chart blank on initial load
• align subscription table columns like a proper datagrid
• clean up loan payoff projection toolbar, add actual/custom extra payment toggle
• address code review findings for spending report toggles
• stabilize report width when switching Summary/Detail view modes
• pin report paper width and stretch ItemsControl items for smooth view toggle
• keep Summary/Detail toggle stationary, move expand/collapse to left
• address code review feedback for loan detail report
• always show loan selector when accounts exist

New Features

• add Last 24 Months and Last Year-to-date date range presets
• add interactive HTML website for smoke test worksheets
• make worksheet website fully self-contained (no web server)
• add summary/detail toggle to Spending by Category report
• add summary/detail toggle to Spending by Payee report
• add LoanDetailMode support for mortgage and non-mortgage loans
• rebuild Loan Detail PDF with conditional sections and visual layout

Other Changes

• add smoke test and training worksheets for all 26 account types
• rename Mortgage Summary to Loan Detail Report
• set Loan Detail print orientation to Portrait



Bug Fixes

• fix 8 failing tests — mock mismatch and provider-specific collation
• eliminate DataGrid ghosting from per-item AutoCompleteBox updates
• move AutoCompleteBox from CellTemplate to CellEditingTemplate
• switch PayeeAutocomplete to server-side search
• switch inline payee autocomplete to async server-side search
• match payee autocomplete behavior to category autocomplete
• allow Space key in inline editing AutoCompleteBox
• commit payee edit on Tab/Enter to persist the value
• persist payee edits to database on Tab/Enter
• persist payee edit on LostFocus (not just Tab/Enter)
• show parent payee for split rows in Category Review mode
• stop overwriting PayeeDisplayName when linking Amazon orders
• make split display rows readonly in both grid views
• show parent payee (not split memo) in Category Review mode
• show parent payee (not split memo) in Category Review mode
• count individual uncategorized splits, not just parents
• split parents show "Split" not "Uncategorized" in Category column
• count parent transactions not individual splits for uncategorized badge
• filter uncategorized at split level, not parent level
• include Amazon splits in AssistantCount and fix CategorizedForReview
• uncategorized split rows show orange text consistently
• use split memo for AI payee lookup instead of generic parent payee
• send both payee and bank description to AI for split lookups
• split rows show Edit icon, hide Accept/Exclude, block payee inline edit
• split rows show Edit icon, hide Accept/Exclude, block payee inline edit
• show Accept/Exclude actions for non-split rows in Category Review mode
• re-link transfer pair to match target when excluding duplicate

New Features

• add Marketplace pricing tier and update pricing page
• add CreatedAt tooltip on date column and readonly field in edit dialog
• add email notification on download

Other Changes

• change Marketplace tier price to Coming Soon
• move Marketplace to separate Add-on section below the 3 tiers
• replace personal gmail with openledger@openledger.cloud
• add batch tag processing implementation plan



Bug Fixes

• defer Custom Date Range filtering until both dates are set
• remove duplicated filter buttons, convert Show Only checkboxes to toggle buttons
• address code review issues — page settings, debit/credit mode, validation
• use LostFocus to defer Custom Date Range query
• add missing balance config test, revert to established Foreground="White" pattern
• use SizeToContent=Height so dialog fits all content without scrolling
• relocate app data from %LOCALAPPDATA% to %APPDATA% to survive Velopack repair
• don't auto-dismiss recent orders missing payment details
• treat N/A PaymentIdentifier as missing when extracting CardLast4

New Features

• add application layer models and interfaces for custom export
• add ExportGroupingService with recursive grouping engine
• add CustomExportDialogViewModel with tab logic and tests
• add CustomExportDialog tabbed view
• add TransactionExportDataSource implementing IExportDataSource
• add GroupedTransactionExportDocument QuestPDF renderer
• add grouped Excel and CSV exporters
• wire Custom Export dialog into transaction list view
• add wizard step navigation, summary text, and running balance to ViewModel
• replace TabControl with wizard step panels and navigation
• add running balance computation and render in all 3 exporters
• show "X of Y rows" count in Amazon orders view

Other Changes

• add custom export dialog design spec
• add custom export dialog implementation plan
• remove unused _dataSource field from CustomExportDialogViewModel
• add wizard redesign spec for custom export dialog
• add wizard redesign implementation plan



Bug Fixes

• persist tags from banking editor and populate TagNames in GetTransactionsByAccountQueryHandler
• show transaction BusinessType in B/P column instead of category usage type
• inherit category UsageType into transaction BusinessType
• use transaction BusinessType as single source of truth
• fix auto-categorization bugs and UI scrambling after bank sync

New Features

• add total row to transaction PDF export



Bug Fixes

• use DisplayDescription for autocomplete and remove dead code
• review fixes for batch tag processing
• preserve tag name casing instead of forcing lowercase

New Features

• add Tags column and Show Tags toggle to Transaction view
• add payee autocomplete in DataGrid
• add memo autocomplete dependent on payee
• convert Transaction view filter checkboxes to toggle buttons
• add AddTagsToSelectedAsync and ClearTagsForSelectedAsync coordinator methods
• add batch tag ViewModel commands and options
• add Set Tags dropdown to bulk operations toolbar
• add tag search filter to transaction filter panel

Other Changes

• move TagsEditor to shared Common location
• polish and verify Banking/Transaction UI enhancements



Bug Fixes

• keep Downloaded/Pending transactions in fuzzy matching pool
• use AccountId for ExternalId dedup to survive SimpleFin reconnections
• use date-based distinction for recurring charges vs SimpleFin ID changes
• add raw SimpleFin transaction logging and ExternalId tracing
• stamp ExternalTransactionId onto matched target on accept/exclude
• handle finalized transactions in RELINKED path



Bug Fixes

• revert DataGrid to fixed column widths that fit container
• move ScrollViewer padding to content margin in Property Value tab
• prevent DataGrid column clipping in Marketplace views
• address code review - volatile flag and status text clearing
• prevent false positive duplicate detection for recurring charges
• correct download page fallback sizes to match current installers
• show AI-suggested categories and fix assistant count on initial load

New Features

• add CUDA lazy-download for GPU acceleration
• report real installer sizes to website from pipeline



Bug Fixes

• revert DataGrid to fixed column widths that fit container
• move ScrollViewer padding to content margin in Property Value tab
• prevent DataGrid column clipping in Marketplace views
• address code review - volatile flag and status text clearing
• prevent false positive duplicate detection for recurring charges

New Features

• add CUDA lazy-download for GPU acceleration
• report real installer sizes to website from pipeline



Bug Fixes

• increase valuation dialog height and fix DataGrid column widths

Performance

• strip cross-platform runtimes and debug files from installers



Bug Fixes

• add reverse lookup for transfer pattern matching
• match abbreviated month names in statement date detection
• resolve widgets not loading on initial navigation
• detect transfer legs as duplicates during bank sync
• use display name and recency weighting for history categorization
• auto-dismiss unmatchable orders and add Prime Video pattern



Bug Fixes

• address code review feedback for payment attachments
• delay due date by 1 day so statement is available
• default date range to Last 90 Days in Q1, This Year otherwise
• return after setting default so reload uses correct range
• address code review issues in StatementFetchService
• use single shared browser profile like Amazon auto-sync
• use Chrome's real profile for saved passwords and extensions
• revert to simple persistent profile matching Amazon pattern
• revert Fetch Statement to launch default browser

New Features

• add AttachmentPanel to InvoiceDetailView for supporting documents
• replace Account editor hand-rolled attachment code with AttachmentPanel
• wire IAttachmentStorageService into AccountListViewModel for AttachmentPanel
• add Playwright-based statement fetch with learn/fetch modes
• add StatementFetchProfile domain, application, and infrastructure layers
• simplify IStatementFetchService to single FetchStatementAsync method
• add IGeminiPageAnalyzer interface for AI page analysis
• implement GeminiPageAnalyzer with AI prompts from POC
• rewrite StatementFetchService with AI-powered login and navigation
• wire AI-powered statement fetch into reconciliation UI
• auto-detect next statement date and warn if too early
• Shift+Fetch launches browser and logs in without downloading

Other Changes

• initialize attachment rollout project
• define v1 requirements
• create roadmap (2 phases)
• research entity integration domain
• add validation strategy
• create phase plans
• complete Invoice Detail AttachmentPanel + Payment attachment verification
• complete Account Editor AttachmentPanel plan
• complete phase execution
• create phase plan
• write AttachmentPanel integration HOWTO document
• complete AttachmentPanel integration HOWTO plan
• complete phase execution
• add AI statement fetch design doc and POC tool



Bug Fixes

• fix QuestPDF layout overflow in Reports-section marketplace documents
• defer column width adjustment until after memo visibility change
• replace Jaro-Winkler with token-based scoring in category resolve dialog
• add reference count check before physical file deletion
• wire up dropdown menu, fix LAN IP detection, add URL dialog
• resolve thumbnail/storage paths and fix double-click open
• use TextInverseBrush for category badge foreground colors
• address code review feedback for payment attachments
• extract shared DTO mapping and fix validation error layout
• require account match for transfer detection, remove risky keywords
• restore keywords as hints, account match is the real guard
• default Banking view to All instead of For Review
• let account editor dialog stretch to fill available height
• ensure account editor dialog fills available height for scrolling
• update attachment icon in grid after editing transaction

New Features

• wire up PDF generation for Fee Trends monthly report
• wire up PDF generation for Monthly Comparison report
• wire up PDF generation for Product Profitability report
• adjust Payee/Category column widths when memo column is hidden
• adjust Payee/Category column widths when memo is hidden
• add linked file, URL, and notes support to AttachmentPanel
• add phone capture flow with QR code and HttpListener
• wire phone capture into TransactionEditorViewModel
• add payment document attachments with paperclip indicators
• add PropertyValuation aggregate root with strongly-typed ID, enums, and value objects
• add IPropertyValuationRepository interface
• add PropertyValuation EF Core configuration, repository, and DI registration
• add PropertyValuations database migrations for all providers
• add PropertyValuation DTOs and IPropertyValuationService interface
• add AddManualValuation and RefreshPropertyValuation commands with TDD tests
• add queries for property valuations and stale account detection
• add PropertyValuationService with Gemini/OpenAI/Claude provider chain
• add PropertyValueSection view and AddManualValuation dialog
• integrate PropertyValueSection into real estate account editor
• add weekly auto-refresh startup service for property valuations
• move Property Value to dedicated tab with address guidance
• add property valuation PDF report with value trend line chart
• add Update method and DeleteAsync to PropertyValuation
• add UpdatePropertyValuation and DeletePropertyValuation commands
• add edit and delete for valuation history records
• roll out AttachmentPanel to Account, Invoice, and Payment views (#10)

Other Changes

• initialize attachments project
• add project config
• add attachment system research (stack, features, architecture, pitfalls)
• define v1 requirements (24 requirements, 4 phases)
• create roadmap (4 phases, 24 requirements)
• add business documentation suite for non-technical collaborators
• update business docs - not open source, premium pricing, marketplace differentiator
• update PROGRESS.md with real estate valuation feature



Bug Fixes

• subscribe to cache invalidation for auto-refresh on data changes
• wire reports to cache invalidation and add missing bulk op invalidation
• batch Set Payee dropdown now shows payees from checked transactions only
• guard PayeeLookup against null ParentTransaction and add logging
• fix split index ordering, rename command, and harden tooltip sync
• replace hardcoded orange selection colors with theme resources in CategoryResolveDialog
• fix CategoryResolveDialog scrolling — increase height and allow resize
• style AutoCompleteBox dropdown with distinct background
• detect Amazon Settlement V1 files and show actionable error
• convert wizard to real window dialog with reordered layout
• convert all 4 remaining dialogs from overlays to proper Windows
• fix AccentBrush typo and extract hardcoded colors to ReportStyles

New Features

• enable inline category editing on split display rows
• show edit button on split display rows to open parent transaction
• enable payee and memo inline editing on split display rows
• auto-apply category to matching uncategorized splits
• wire up print/PDF/CSV export for Fee Trends report
• wire up print/PDF/CSV export for Tax Center report
• wire up print/PDF/CSV export for Settlement Detail report
• wire up print/PDF export for Health Check report



Bug Fixes

• ensure hero screenshot displays properly on mobile
• add missing hero screenshot image
• fix 4 pre-existing test failures and suppress AutoMapper CVE
• hide Re-Categorize nav item when feature disabled in Settings
• prevent intermittent ObjectDisposedException in SQLite test fixtures
• replace invalid AccentBrush references with AccentPrimaryBrush
• replace invalid TextOnAccentPrimaryBrush with TextOnAccentBrush in tax reports
• align report sort overrides with master's base class API
• remove duplicate ReportSortingTests and fix test override compatibility
• fix access modifiers, dead ToggleSort command, and CLAUDE.md AccentBrush reference
• add missing CanUserSortColumns bindings and fix access modifiers
• merge sort toggle fixes — CanUserSortColumns bindings and access modifiers
• fix post-merge build errors — access modifiers and duplicate field

New Features

• auto-discover snapshots for hero carousel
• add screenshots gallery page with lightbox and slideshow
• optimize auto-sync date range based on last order date
• hide Marketplace reports when feature is disabled
• add sort infrastructure — base class, filter bar toggle, DataGrid styles
• wire sort toggle to 4 Marketplace DataGrid reports
• add sorting and column resize to 6 Tier 1 reports
• add sorting and column resize to 5 Tier 2 drilldown reports
• add sorting and column resize to 4 financial statement reports
• add sorting and column resize to 4 multi-section reports

Other Changes

• update 45+ NuGet packages to latest minor/patch versions
• add category consolidation and reclassification SQL migration scripts
• update 19 NuGet packages to latest major versions
• update Microsoft.ML 5.0 and ML.Tokenizers 2.0, fix 2 more test bugs
• add sorting and column resize implementation plan



Bug Fixes

• show file-open errors on Welcome screen instead of swallowing them
• clear cached rules on database switch to prevent cross-DB contamination
• position PayeeLookup dialog at top of owner with stable height
• use orange selection color in CategoryResolveDialog for better contrast
• guard split display rows from database operations

New Features

• add tooltips for category full path and payee memo
• add Business/Personal usage type indicator dots to category pickers
• rotate hero screenshot between 4 images with crossfade carousel



Bug Fixes

• show product names in COGS dialog and restore Review button
• replace Review Queue ComboBox with CategoryAutoComplete
• open sample DB in-place from Assets folder
• improve group header and root category styling
• add inline editing for parent categories, fix system category save error
• allow type changes on system categories
• stop marking sample categories as system categories
• use cyan accent for root category names in tree view
• use category usage type as primary business filter for PandL
• never auto-create categories, find closest matches instead
• address code review findings for category match dialog
• resolve BalanceSheet and ReportGallery test failures
• always show category match dialog, never silently auto-apply
• always show category match dialog, never silently auto-apply
• remove invalid MultiBinding on Border.Classes causing InvalidCastException
• revert to original PayeeLookup dialog, remove CategoryMatchDialog

New Features

• add Equity, Asset, Liability, OtherIncome, OtherExpense transactions
• color-code category hierarchy levels in autocomplete dropdown
• add themed FluentIcons and colored names for type group headers
• seed product costs and fix grid spacing
• add Expand All / Collapse All / Invert context menu to tree view
• add smart category match dialog with auto-apply threshold
• add per-category deductible percentage and collapsible tax report sections
• populate alternatives for all providers via fuzzy matching
• show closest matches dialog instead of auto-creating categories
• show closest matches dialog instead of auto-creating categories

Other Changes

• regenerate SampleData.oledger with all category types
• add tax report upgrade design and implementation plan
• resolve PROGRESS.md merge conflict
• fold seeding pipeline, Tax Summary, and sample data into Schedule C refactoring plan
• add Tax Report Upgrade orchestrator prompt



Bug Fixes

• fix BusinessType filter being silently dropped during active refresh
• rewrite PandL classification to match real category data
• use CategoryType from database for PandL classification
• use CategoryType from database for income/expense classification in all reports
• use RecomputeFromCache instead of InvalidateTransactions for batch ops
• revert filter split, keep single Clear All using default date range
• make CategoryUsageType observable so grid refreshes on business/personal change
• add Velopack uninstall cleanup and fix AI Setup dialog scroll
• address code review findings
• use expanded CategoryType (9 values) for income/expense classification in all reports
• update AI categorization pipeline for 9-type CategoryType enum
• code review fixes for plan 4
• code review fixes for plan 5
• add Velopack uninstall cleanup and fix AI Setup dialog scroll
• PandL sorting, zero-amount filtering, QBO inferrer refinement, report width
• trust Account List as single source of truth for category types
• gate Re-Categorize and Statement Extractor visibility on AI provider settings
• use negation instead of Math.Abs() for PandL expenses, rename group
• align Schedule C and Tax Summary with PandL sign and status conventions
• update SampleData fixture for content file and fix naming convention
• split Balance Sheet equity into Retained Earnings and Net Income
• initialize LiveCharts axes with default Axis to prevent crash
• make category tree grouping data-driven instead of hardcoded
• show product names in COGS dialog and restore Review button
• skip Amazon summary rows with empty transaction-type

New Features

• add variance and common-size analysis models to PandL Comparison
• add QuickBooks-style variance columns to PandL Comparison
• replace Show Prior Year checkbox with Compare to dropdown
• add collapsible sections to PandL reports
• redesign all reports with paper-style layout and fix PandL bugs
• add ClearFiltersKeepDateRange and fix ClearAllFilters to use default date range
• split Clear All into Clear Filter (fast) and Reset (full reset)
• add SetPayeeAsync to IBulkTransactionCoordinator
• add SetPayeeForSelected command and BulkPayeeOptions
• add Set Payee dropdown to bulk operations toolbar
• add PrintScalingMode enum, ReportLayoutInfo types, and update PrintableDocument/PrintSettings
• add ScalingEngine with TDD tests for print scaling calculations
• add scaling support to BaseReportDocument
• add scaling and column slicing to ProfitLossComparisonReportDocument
• replace Scale with ScalingMode in print preview UI
• wire scaling delegates in ReportViewModelBase
• wire scaling in ProfitLossComparisonViewModel
• expand CategoryType enum from 3 to 9 values with QB-compatible financial classification
• update Category Management UI for 9-type CategoryType enum
• expand QBO migration inferrer to support all 9 CategoryType values
• expand sample data and new file wizard to support all 9 CategoryType values
• ship SampleData.oledger as content file for Velopack updates
• ship SampleData.oledger as content file for Velopack updates
• add ScalingEngine service and tests
• page-style report layout and AI-gated nav visibility
• add COGS, OtherIncome, OtherExpense transactions

Other Changes

• update PROGRESS.md with report filter and PandL comparison work
• add plan for category-type-driven report classification
• add plan for report visual redesign and collapsible sections
• remove dead ReportHeader component and fix indentation
• add design spec and implementation plan for cache fix and batch payee
• update PROGRESS.md with cache fix and batch payee changes
• add print scaling modes design spec
• add print scaling modes implementation plan
• change version suffix from alpha to beta
• remove deprecated PrintSettings.Scale property
• update PROGRESS.md with print scaling completion
• add design spec for CategoryType expansion to 9 values
• rewrite CategoryType expansion spec with 6-plan phased approach
• add execution prompts for all 6 CategoryType upgrade plans
• add orchestrator prompt for full CategoryType upgrade execution
• add plans 7-8 and phase 2 orchestrator for deferred items



Bug Fixes

• extend auto-sync timeouts and add cancel button
• align Banking footer margins with DataGrid content area
• skip duplicate prompt when transactions have distinct external IDs
• equalize Accept/Exclude button margins in Banking DataGrid
• widen Banking DataGrid action column to prevent Exclude cutoff
• add missing SqlServer/PostgreSQL migrations and update test counts

New Features

• make Marketplace a toggleable feature in Settings
• add IndexNow integration for real-time search engine indexing

Other Changes

• rename Amazon to Amazon Business across all user-facing text



Bug Fixes

• fix file lock on stale .encrypting temp file and add perf optimizations
• clean up stale temp files and clear pools before encryption
• add Beta badge and fix zero NetPayout on dashboard
• compute NetPayout from line items when stored value is zero
• right-align amounts/numbers, add money colors, restructure dashboard

New Features

• remove duplicate header, add 3-mode channel overview display

Other Changes

• add bill payment history report design
• add bill payment history report implementation plan
• add design plans, marketplace analysis, and recat assessment
• reorganize docs folder with consistent naming and structure



Bug Fixes

• IsChanged now respects UserOverrideCategoryId
• replace substring matching with word-boundary payee matching
• failed evaluations no longer vote in consensus
• enforce direction guardrail on pre-resolved category IDs
• report weight-adjusted confidence instead of simple average
• distinguish SessionInherited from Unanimous consensus type
• AutoApplyThreshold now controls preview auto-inclusion
• ChangedCount reflects actual applied count, notify on skipped groups
• remove partially-unused category cleanup suggestion
• add missing WeightedWin counter case, remove unused repository field
• wire MinimumVoteConfidence from settings DB into ViewModel
• resolve critical CQRS violation, N+1 query, and missing Include
• resolve important issues — DI wiring, tests, EF config, UI badge
• resolve minor issues — DRY mapper, stubs, logging, theme
• fix badge refresh, add nav buttons, clean up review queue
• use local date for clearing account opening date
• extract shared parser helpers, fix layer boundaries, remove unused parameter
• resolve AccountId type confusion and Regex ReDoS
• update migration test expected count for regenerated sample data
• improve dashboard card contrast and DataGrid column sizing
• apply fee mappings to sample settlement lines for realistic demo data
• restore background hierarchy in channel overview cards
• resolve AccountId type confusion and Regex ReDoS
• address code review issues on marketplace reports
• widen DataGrid columns and enable horizontal scroll on dashboard
• add icons to action buttons and fix card background contrast
• replace non-existent AccentBrush with AccentPrimaryBrush and tighten grid columns
• fix DataGrid right-side cutoff by moving padding to margin
• resolve binding errors for hex color strings and spinner RotateTransform
• map Transfer lines and constrain dashboard DataGrids
• address code review findings — critical bugs, logging, DRY, tests
• resolve merge conflict in ProfitabilityVM — restore print/PDF usings
• resolve MoneyDisplay null binding and SplitEditor parent traversal errors

New Features

• add configurable MinimumVoteConfidence to EnsembleOptions
• add configurable MinimumVoteConfidence to EnsembleOptions
• add MinimumVoteConfidence setting wired from UI to ensemble
• add ProviderRetryHelper with exponential backoff for transient errors
• integrate retry with backoff into provider calls (Pass 1 + challenge)
• add IEnsembleResultCache with TTL-based provider vote caching
• integrate result cache into ensemble — skip cached provider calls
• add domain entities, enums, and repository interfaces
• add EF Core configurations, repositories, and migrations
• add Amazon TSV and Shopify CSV settlement parsers
• add MappingEngine, CQRS commands, queries, and handlers
• add marketplace dashboard UI and navigation
• add marketplace setup wizard
• add settlement import dialog
• add import success screen, review queue, and attention badge
• add settlement detail view, bank deposit matching, and clearing verification
• add accrual splitter, MFT tax isolation, and audit logging
• add unified dashboard, default fee mappings, and parser tests
• add API client interfaces, connection management, and sync infrastructure
• add profitability reports, fee waterfall, and Schedule C helper
• add DeleteMarketplaceAccountCommand with cascade cleanup
• add BulkApplyFeeMappingCommand for batch fee categorization
• add GetPendingSettlementsQuery for dashboard pending view
• wire delete account and pending settlements to dashboard
• add FeatureMarketplacesEnabled setting
• add marketplace step to setup wizard and feature selection
• add marketplace sample data provider
• add marketplace integration to website
• add DeleteMarketplaceAccountCommand with cascade cleanup
• add BulkApplyFeeMappingCommand for batch fee categorization
• add GetPendingSettlementsQuery for dashboard pending view
• wire delete account and pending settlements to dashboard
• add FeatureMarketplacesEnabled setting
• add marketplace step to setup wizard and feature selection
• add marketplace sample data provider
• add marketplace integration to website
• add TikTok Shop and Walmart to marketplace provider listings
• update hero text for e-commerce and add marketplace guide
• add cross-account GetAllByDateRangeAsync to settlement repo
• extract FeeClassifier for cross-platform fee categorization
• add Fee Trends Over Time report
• add Monthly Comparison report
• add Per-Product Profitability report
• add Marketplace group to Report Gallery
• UI polish, Walmart/TikTok support, PDF/print for profitability report
• rewrite sample data with 6-provider programmatic generator
• add Walmart and TikTok Shop default fee mappings to seeder
• add MarketplaceProductCost entity, repo, config, migration, and tests
• add application layer queries, commands, and DTOs for sub-views
• add Shell VM with tab infrastructure and refactor Dashboard/Profitability
• add AXAML views for Shell, FeeTrends, TaxCenter, HealthCheck, and ProductCostDialog

Other Changes

• fix plan header to reflect all 15 tasks across 4 parts
• add final sweep prompt — gap analysis, code review, sample DB regeneration
• add UI fixes plan — card contrast, column sizing, sample data, web docs
• add explicit worktree/branch instructions to UI fixes plan
• fix UI plan to use own worktree branched from marketplace
• add UI fixes plan — card contrast, column sizing, sample data, web docs
• add explicit worktree/branch instructions to UI fixes plan
• add reports research and planning prompt
• final wiring verification and code review fixes
• add user guide for marketplace integration
• add marketplace topic to interactive guide system
• add marketplace mention to web quick-start guide
• update PROGRESS.md with final sweep results
• regenerate SampleData.oledger with marketplace demo data
• add web documentation page for marketplace integration
• update PROGRESS.md with UI fix status
• add user guide for marketplace integration
• add marketplace topic to interactive guide system
• add marketplace mention to web quick-start guide
• update PROGRESS.md with final sweep results
• add reports research and implementation plan
• update reports plan with 6-platform fee research
• add marketplace sample data overhaul design spec
• add marketplace sample data overhaul implementation plan
• update PROGRESS.md with sample data overhaul status
• regenerate SampleData.oledger with 6-provider data
• add Shell DataTemplate and include plan docs

Performance

• optimize unmapped fee count query to use DB-level COUNT
• reduce model download intensity to avoid slowing user's machine



Bug Fixes

• exclude hidden payees from duplicate scan and fix TextBox readability
• use orange background with dark text for payee badges
• use cyan background for non-selected payee badges
• count transactions by display name, not just FK
• server-side HasAttachments filter and batch tag loading
• split rows show correct P/B usage type from their own category
• prevent edit/delete on split display rows
• add missing IAttachmentRepository to test constructors
• invalidate cache on CategoryDisplayMode change
• in-place editor save, check# inline edit, and check# sorting
• recompute SplitCount from cache on filter changes

New Features

• add CategoryUsageType to TransactionSplitDto
• populate CategoryUsageType for splits in SearchTransactionsQueryHandler
• populate CategoryUsageType in GetTransactionsByAccountQueryHandler
• populate CategoryUsageType for splits in GetPendingTransactionsQueryHandler
• add Splits(n) filter toggle to transaction list
• click paperclip icon to preview attachments as combined PDF
• add TransactionDataCache for in-memory filtering
• integrate cache into loading and filtering pipeline
• in-place cache updates for delete and inline edits
• force cache reload after bulk modifications
• add persistent "Recent First" sort preference

Other Changes

• re-add LoadTransactionsCommand wrapper for tests
• comprehensive design for native e-commerce integration
• add risk assessment, architecture decision, and pre-implementation checklist

Performance

• apply splits-only filter before sorting for efficiency
• compute assistant/uncategorized/attachment counts from cache
• move all filters to client-side, only date range hits DB



Bug Fixes

• add caching, API key, fallback, and throttle for Blockchair rate limiting
• fix 3 failing tests — MVVM exceptions, migration count, skip free-tier APIs
• batch UI fixes — dialog heights, threading, layouts, selection styling
• use scoped DbContext for verification + add explicit Microsoft.Data.Sqlite ref
• add file logging, fix email delivery, normalize phone numbers
• F11 screenshot now works in dialogs and focused controls
• F11 screenshot works globally via class handler
• align memo column padding with payee and add exclude button margin
• eagerly resolve ScreenshotService at startup for F11 handler registration
• use InvariantCulture for CSV amounts, add user notifications
• wrap PDF/XLSX in Task.Run, add 11 export tests, disable button when empty
• combine date range + status + customer filters in query handler
• update invoice and report tests for new query signatures and VM constructors
• sort re-applies locally, search respects date range
• populate AttachmentCount in all query handlers
• update check_ocr.py for PaddleOCR 3.x compatibility and improved check number detection
• code review fixes - DRY check regex, conversion data loss, public OCR API
• auto-initialize storage path when database file opens
• fix Invoice # link color to use AccentPrimaryBrush
• navigate to invoice outside current date range
• add right margin to Exclude button cell
• code review fixes for centralized storage
• use IServiceScopeFactory instead of IDbContextFactory

New Features

• default sort to Date desc, fix running balance with date filters
• add headless E2E test framework with banking accounts proof of concept
• add all account type E2E tests — 22 tests across 5 categories
• validate email domain on registration with typo detection
• add /api/logs endpoint for remote log monitoring
• add SMS + email admin notifications for tickets and logins
• add visible-mode UI test runner with AutomationId form filling
• add SampleData-driven E2E tests for all entity types (51 new tests)
• add F11 screenshot capture for tutorial content creation
• add Phase 2 SampleData-driven E2E tests for all remaining entity types (106 new tests)
• add UI scenario orchestrator infrastructure for visible-mode test playlist
• add Account, Customer, Vendor UI scenarios with test wrappers
• add AutomationIds to BillReminder, ScheduledTransaction, Invoice, LineItem, Budget dialogs
• add Category, Transaction, Security, Holding UI scenarios
• add Service, Mileage, CategoryRule, BillReminder, ScheduledTransaction UI scenarios
• add Visual Studio playlist and convenience run scripts for UI scenarios
• add CSV, PDF, and XLSX export to transaction list
• auto-launch exported file with default application
• add InvoiceDate to payment list DTO
• remove paging from payments query, return all results
• auto-apply filters with debounce, remove paging from payments VM
• replace payments table with sortable DataGrid
• add date range/customer filters with debounced auto-apply
• replace card layout with sortable DataGrid, add filter bar
• add payment method breakdown summary to payments view
• integrate check image OCR into FCB checking extractor
• add check image and OCR payee fields to statement models
• wire check image and OCR payee through full conversion pipeline
• add ReferenceNumber to MatchingStatementTransaction for direct check number matching
• auto-copy check number and OCR payee to register during reconciliation
• attach check image PNGs to transactions during reconciliation
• status badge colors per invoice status
• add PDF export for payments view
• centralize storage to AppData/Local with content-addressable filenames
• add migration service for moving to centralized storage
• use SHA256 content hash for statement filenames
• trigger attachment and statement migrations on database open

Other Changes

• add profit and loss comparison design and implementation plan
• resolve all 13 build warnings across solution
• remove Appium/WinAppDriver E2E test infrastructure
• add headless E2E testing design document
• add headless E2E testing implementation plan
• update PROGRESS.md with headless E2E testing status
• fix design doc DI registration file reference
• add Phase 2 E2E data entry tests implementation plan
• add invoice/payments view overhaul design doc
• add invoice/payments view overhaul implementation plan
• add content-addressable attachment blob store design
• add attachment blob store implementation plan
• add Task 15 — embedded vs linked user choice with attach dialog
• add centralized attachment storage implementation plan
• add statement hash naming and temp-file-first write to storage plan
• add SQL for migrating check image attachments to centralized storage



Bug Fixes

• update auto-backfill source label from CoinGecko to Binance
• update tests for Binance/CryptoCompare provider changes
• fix Binance geo-block, ComboBox InvalidCast, and provider defaults
• fix blank provider dropdown by using string items instead of enum
• remove BaseAddress from Binance HttpClient DI registration
• payee search now filters by payee only, not memo
• payee search includes memo only when memo column visible
• add error handling, bounds check, and handler integration tests for RAG help
• guard against race condition and clear payments on close
• comprehensive reporting engine audit and fixes
• fix black-on-black legend text and add category grouping toggle
• isolate AppSettingsServiceTests from production settings.json
• fix PandL and Mortgage date range refresh not triggering
• center-align filter groups vertically in Banking and Transaction views
• replace 295 invalid theme brush references across 96 AXAML files
• add missing InvoicePaymentRepository and fix Record Payment dialog
• address code review feedback
• vertically center filter text content and increase control spacing
• address code review findings for PandL comparison
• vertically center filter tabs and align toggle button sizing
• address code review findings in backup providers
• add missing InitializeAsync calls for PandL reports
• move Clear Filters and Expander to filter tabs row, align account name with inputs
• redesign PandL Comparison with grouped period columns
• make invoice card styling theme-reactive
• address code review findings in invoice payment tracking
• fix empty payments list and add date range dropdown
• fix payment query LINQ translation failure with Money value conversion
• redesign payments grid with proper column layout
• add payment edit/delete icons, fix detail margin, fix browse transactions

New Features

• add CryptoHistoricalProvider enum for historical price source selection
• add BinanceProvider for free historical crypto OHLCV data
• add CryptoCompareProvider for historical crypto OHLCV data
• register Binance and CryptoCompare providers, remove CoinGecko historical
• route crypto historical to Binance/CryptoCompare providers
• pass crypto provider preference through command pipeline
• replace CoinGecko API key with CryptoCompare in settings
• replace CoinGecko API key with CryptoCompare in settings provider
• replace CoinGecko with CryptoCompare in settings UI
• add provider dropdown logic to PriceHistoryViewModel
• add crypto provider dropdown to PriceHistoryView
• auto-set date filter when security changes in Price History
• add IsHelpQuery property to QueryIntent record
• add help query intent detection with patterns and tests
• add IEmbeddingService interface for vector embeddings
• add IHelpKnowledgeService interface and GuideChunk DTO
• add GuideChunker for splitting markdown guides into embeddable chunks
• add OnnxEmbeddingService for sentence embedding via ONNX model
• add HelpKnowledgeService with cosine similarity search over guide embeddings
• add build-time embedding generator tool and fix sequence truncation
• add help query handling with RAG context in SendMessageCommandHandler
• register EmbeddingService and HelpKnowledgeService in DI container
• add ONNX model and guide embeddings as Content items in Desktop csproj
• add AmountPaid to InvoiceListItemDto and mapping
• add payment info to InvoiceItemViewModel
• highlight selected invoice in grid
• add payment history section to invoice detail panel
• add Record Payment button to detail panel and grid
• add theme-adaptive color coding to report gallery tiles
• add orphaned transfers review dialog with item selection
• add Profit and Loss Comparison report
• add IDatabaseBackupProvider interface for multi-provider backup support
• add GetBackupProvider to factory interface and implementation
• implement SqliteBackupProvider using Online Backup API
• implement SqlServerBackupProvider using BACKUP/RESTORE DATABASE T-SQL
• implement PostgreSqlBackupProvider using pg_dump/pg_restore CLI
• refactor BackupService to use IDatabaseBackupProvider for all providers
• register IDatabaseBackupProvider in DI via factory pattern
• add UpdatePayment and RemovePayment domain methods
• add UpdateInvoicePaymentCommand
• add DeleteInvoicePaymentCommand
• add GetAllInvoicePayments query with filtering and pagination
• add GetInvoicePaymentsReportQuery with method/customer breakdowns
• add GetInvoiceLinksForTransactionsQuery for deposit badges
• convert Record Payment to windowed dialog with edit/delete and auto-match
• add payments sub-tab with filtering and pagination
• add Invoice Payments report to report gallery
• add invoice payment link badge to transaction list
• add selection highlighting and detail panel margin to Services view
• add busy cursor and non-blocking transaction filtering

Other Changes

• add design and implementation plan for Binance/CryptoCompare providers
• add in-app knowledge system (RAG) design document
• add implementation plan for in-app knowledge RAG system
• add invoice margin fix, implementation plan, and gitignore update
• extract IProfitLossClassificationService from PandL logic
• replace inline PandL classification with shared service
• add multi-provider backup and restore design document
• add multi-provider backup and restore implementation plan
• update PROGRESS.md with multi-provider backup/restore completion
• merge worktree-category-usagetype-seeding into master
• add invoice payment tracking improvements design document
• add invoice payment tracking implementation plan
• add busy cursor and async filter implementation plan



Bug Fixes

• use CoinGecko days-based endpoint for historical prices
• cap CoinGecko historical to 365 days, default To date
• define missing theme brushes and replace hardcoded foreground colors
• prevent crash when LiveCharts XAxes collection is empty

New Features

• add CoinGecko Demo API key support for historical crypto prices



Bug Fixes

• address code review issues for excluded view buttons
• set UsageType to Business for Office Expenses categories
• batch fix category filter, sync styling, dialog heights, and UX improvements
• use domain IsInvestmentAccount() for account filtering
• update Polygon RPC endpoint from polygon-rpc.com to polygon.drpc.org

New Features

• context-sensitive action buttons for Excluded view
• set correct UsageType on preset categories during new database creation
• add re-run AI and usage type filter to categorization assistant
• add BNB, Polygon, Avalanche, Cardano to BlockchainNetwork enum
• add address validation for BNB, Polygon, Avalanche, Cardano chains
• add generic EVM wallet provider for multi-chain support
• add Cardano wallet provider using Koios API
• register BNB, Polygon, Avalanche, Cardano wallet providers in DI
• add address placeholders and display names for new blockchains
• add flickering animation to categorization assistant lightbulb icon
• add 15 new blockchain networks with Moralis chain IDs
• add address validation for 15 new EVM chains
• add MoralisEvmWalletProvider for multi-chain token discovery
• add MoralisSolanaWalletProvider for SOL + SPL token discovery
• register Moralis providers for 19 EVM chains + Solana
• add address placeholders for 15 new blockchain chains
• responsive toggle button text collapse in Banking toolbar
• responsive text collapse for Banking header toolbar
• show transfer icon instead of warning for linked transactions

Other Changes

• add wallet blockchain expansion design and implementation plan
• two-column layout for categorization assistant options
• add top-100 crypto Moralis expansion design
• add top-100 crypto Moralis expansion implementation plan
• add missing CoinGecko symbols for new chain native tokens
• extract shared AsyncMockHttpHandler, add null/whitespace tests



Bug Fixes

• use AddRecentConnectionAsync for SQL Server/PostgreSQL connections
• allow excluding non-imported pending transactions
• use AddRecentConnectionAsync for non-SQLite metadata

New Features

• add encrypted credential storage for recent connections
• decrypt stored credentials when opening recent connections
• add ConnectToDatabaseDialogViewModel
• add ConnectToDatabaseDialog view
• add Connect to Database button on Welcome screen
• auto-open database after migration

Other Changes

• add design and implementation plan for SQL Server/PostgreSQL open flow



Bug Fixes

• update RefreshSecurityPricesCommandHandler test for new IPriceHistoryRepository dependency
• create target database before connecting during provider migration
• create target database before connecting and force TCP/IP
• remove tcp: prefix, keep Encrypt=Optional
• improve password dialog UX with retry and lockout
• run EF migrations on target provider, not DI-registered source
• prevent LiveCharts crash when axes are empty

New Features

• add HistoricalPricePointDto and historical prices interface
• add Alpha Vantage historical daily price fetching
• add CoinGecko historical daily price fetching
• wire historical price fetching into MarketDataService
• add PriceHistoryDto and PriceHistoryStatsDto
• add FetchHistoricalPricesCommand for market data backfill
• add ImportPriceHistoryCsvCommand for Yahoo Finance CSV import
• add GetPriceHistoryQuery and DeletePriceHistoryCommand
• add Price History tab with chart, grid, and data management
• auto-backfill price history on security refresh
• add daily OHLC price history to sample data
• add Portfolio Performance tab with historical PandL chart
• add subscription, tag, and category rule sample data

Other Changes

• add historical price data and charting design document
• add historical price data implementation plan
• update PROGRESS.md with historical price data feature
• sync SQL Server and PostgreSQL model snapshots
• add missing Reference column migration for SQL Server and PostgreSQL
• regenerate SampleData.oledger with new providers



Bug Fixes

• replace data-copy encryption with sqlcipher_export to fix ExecutionEngineException
• rewrite DatabaseMigrationService to actually copy data
• fix file lock during encryption by reordering disconnect events and adding retry
• remove .playwright dir from macOS bundle before codesigning



Bug Fixes

• align reconciled guard tests with current handler logic
• add missing Reference column to BankAssistant test DB schema
• fix file security dialog closing database and losing connection on error
• use PRAGMA rekey for encryption instead of data copy
• restore data-copy encryption with transaction optimization
• wire DefaultAccountId setting to transaction list filter
• clean up stale temp files and clear pools before encryption

New Features

• allow future dates for mileage trip entries
• add migrate database option to welcome screen and pre-populate source from current DB

Other Changes

• update troubleshooting doc status to deferred
• document integration test fixes in troubleshooting doc

Performance

• fix UI freeze during file encryption/decryption



Bug Fixes

• uniform button layout, grouped actions, and market price prefill
• fix button centering, auto-wrap, and ensure all icons
• replace PathIcon with SymbolIcon on Add Holding button
• pass all dependencies through InvestmentShellViewModel to HoldingsViewModel
• persist SnapTrade account mappings to database
• exclude Personal transactions from Schedule C report
• treat BusinessType as metadata, not structural change
• align SnapTrade sync progress overlay with Bank Sync pattern
• increase dialog heights for mapping and sync progress
• create dedicated RecurringLineItemDialog view to fix InvalidCastException
• fix SnapTrade positions deserialization for nested symbol structure
• preserve scroll position during inline edit save
• move UnlockReconciledTransactions from global to per-file settings
• guard status changes on reconciled transactions
• allow full split editing on reconciled transactions
• await editor load to fix race condition bypassing all guards
• treat check# as metadata and add editor save diagnostics
• wire tags end-to-end and add structural change diagnostics
• enforce reconciled guards at UI and save-path levels
• use IUserPreferencesService for UnlockReconciledTransactions in guard tests
• persist tags via junction table and show Reconciled radio
• map CheckNumber and tags in query DTO loading
• wire Reference field end-to-end and fix missing DTO mappings

New Features

• add CreateRecurring callback to InvoiceItemViewModel
• add CreateRecurringFromInvoice navigation in InvoicesViewModel
• handle InvoiceDto prefill in RecurringInvoiceEditorViewModel
• add context menu with 'Create Recurring' to invoice list items
• show sent/emailed date in invoice detail side panel
• add reconciled lock toggle to status bar

Other Changes

• commit pending CLAUDE.md updates and design docs
• move guide markdown files to Assets/Guides
• add design and plan for reconciled guard tests
• add comprehensive diagnostic logging and troubleshooting doc
• remove debug writeline noise from MainWindow



Bug Fixes

• code review fixes for email feature
• fix API key encryption timing and add email handler tests
• update MarkBillAsPaidCommandHandlerTests for new IMediator dependency
• fix dialog auto-close and add None option to account dropdown
• address code review issues - null check, transaction safety, cache invalidation, display
• improve dialog with proper window chrome and category autocomplete
• set explicit 700px height on bill payment dialog
• clear change tracker after duplicate search to prevent SQLite lock
• remove future date restriction from transactions
• clear change tracker before bill payment to prevent SQLite lock
• reset page on search and add amount-match highlighting in picker
• remove explicit SQLite transaction to eliminate deadlock
• address code review issues for Either-to-NotSet rename
• widen deductible % input in dialog and simplify grid inline editor
• add missing IInvoiceActivityRepository implementation and move error to top
• show email errors in dialog and add sent/paid dates to detail view
• remove SendGrid, fix leaky SMTP abstraction, simplify email architecture
• use "Generated by OpenLedger" in PDF invoice footer
• remove unused DeductiblePercent field from category system
• add RevertToDraft tests, hide line item buttons when read-only, fix stale panel
• update 12 stale tests to match current production code
• exclude non-business account types from Schedule C and Tax Summary
• complete unlock reconciled transactions feature
• remove UsageType filter from Schedule C account eligibility
• show Reconciled status in all edit dialogs when unlocked
• check DefaultNameMappings for subcategory parts in Schedule C mapping
• add diagnostic logging to transaction validators for "not found" errors
• make IsReconciledStatusVisible observable for binding
• include BusinessType in reconciled structural change detection
• eliminate false positives from subscription detection
• auto-prepend https:// to account URLs for Fetch Statement
• show finalized/emailed dates in detail panel and simplify email body
• connect SnapTrade adapter to user-entered credentials from settings.db
• rewrite SnapTrade API auth to use query params per API spec
• fix SnapTrade signature computation to match official SDK
• use relaxed JSON encoding for SnapTrade signature
• fix SnapTrade account model and add response logging
• fix SnapTrade account model — brokerage_authorization is a string UUID
• prevent UNIQUE constraint violation in batch pattern learning
• include mapping dialog in ShouldCache check
• remove IAsyncDisposable from AmazonAutoSyncService
• keep filter bar and grid visible when filter returns no results
• add diagnostic logging and UI thread dispatch for mapping dialog

New Features

• add SendGrid email settings (API key, from, CC, BCC)
• add Email settings view in Settings sidebar
• add IInvoiceEmailService interface
• implement SendGridInvoiceEmailService
• add EmailInvoiceCommand with branded HTML email
• add Email button and send dialog to InvoiceDetailView
• add AccountUrl to AccountSummaryDto and mapping
• add CategoryId and Payee to MarkBillAsPaidRequest
• create transaction when recording bill payment with account
• rewrite MarkBillPaidDialogViewModel with account and category selection
• rewrite MarkBillPaidDialog as windowed dialog with account/category
• switch BillRemindersViewModel to windowed dialog for mark paid
• add duplicate transaction detection when recording bill payments
• add TransactionPickerDialog for linking existing transactions
• add Link Existing Transaction option to Record Payment dialog
• add DeductiblePercent property and domain tests
• add DeductiblePercent to DTOs and handlers
• wire DeductiblePercent through ViewModels
• rename Tax Deductible to Schedule C Deductible, add percentage input
• apply DeductiblePercent in Tax Summary report math
• support partial bill payments with remaining balance tracking
• widen percentage input, add filter panel, and tree icons
• use category emoji icons in tree view instead of monochrome FluentIcons
• add count column and inline percentage to subcategory grid
• add Income/Expense/Transfer type editing to detail panel and grid badge
• rename Either to Not Set, add warning icons, business indicators, and group-by-type toggle
• add SMTP email support as alternative to SendGrid
• add Email Invoice button to detail view for finalized invoices
• add Email button to list sidebar, read-only editor for finalized invoices, and Revert to Draft
• add HasAnyActiveAsync to ITransferPatternRepository
• add BackfillTransferPatternsCommand to seed patterns from history
• trigger transfer pattern backfill on file open
• add transfer pattern lookup to coordinator for auto-detection
• add Auto Sync design, plan, and POC tests
• add IAmazonAutoSyncService interface
• implement AmazonAutoSyncService with Playwright automation
• add AutoSync command to AmazonSyncViewModel
• add Auto Sync button to Amazon view
• wire up SnapTrade account mapping dialog and auto-sync

Other Changes

• add invoice emailing design document
• add invoice emailing implementation plan
• add SendGrid NuGet package for invoice emailing
• add bill payment dialog redesign design document
• add bill payment dialog implementation plan
• remove mark-paid overlay panel from BillRemindersView
• add dialog standards reference and slim down CLAUDE.md
• add design for Link Existing Transaction to Invoice Payment
• add implementation plan for Link Existing Transaction feature
• add DeductiblePercent column configuration and migrations
• remove duplicate IsVisible attribute on Person icon
• regenerate SampleData.oledger with enriched business transactions
• add transfer pattern auto-detection design and implementation plan
• update progress with transfer pattern auto-detection
• add Playwright package reference to Desktop project
• register IAmazonAutoSyncService in DI container

Performance

• optimize pattern lookup with dictionary grouping and pre-loading



Bug Fixes

• persist line item edits and reorder to database
• align subcategory grid headers and remove row gap
• exclude soft-deleted transactions from badge counts
• address code review issues before merge
• sanitize XML-unsafe characters in release notes for Velopack

New Features

• add Save and Finalize button and line item reordering
• add IsInUse computed property to CategoryTreeItemViewModel
• add subcategory inline editing grid with toggle pills
• add PendingReview and Inactive status values
• add RawPayeeName, IsPayeeUserEdited, Deactivate, Reactivate, Confirm, RenamePayee
• add PendingReview, Inactive, and DateRange repository methods
• add Confirm, Deactivate, Reactivate, Rename, BulkConfirm commands
• add date range filter to query and new DTO fields
• add category exclusion, raw payee names, tighter thresholds
• add AI enrichment service with consensus voting
• add Gemini and LocalLlama subscription AI providers
• wire AI enrichment into detection pipeline
• add subscription detection settings (4-file pattern)
• add date filter, grouping, view toggle, confirm/deactivate to VM
• add card view template and update list view with card/table toggle
• add subscription detail dialog with click-to-open
• add pending review indicator to dashboard widget

Other Changes

• add subscription detection v2 design document
• add subscription v2 implementation plan
• update PROGRESS.md and add subcategory grid design docs
• add EF Core config for RawPayeeName and IsPayeeUserEdited
• add SubscriptionV2Properties migration for all providers
• update PROGRESS.md with subscription v2 improvements



Bug Fixes

• default file open dialog to user's Documents/OpenLedger folder
• fix sync date display, add SimpleFin lightning bolt, accent lock icon
• change lock icon color from accent to green for better visibility
• require only 1 completed reconciliation and extend overdue grace period to 10 days
• restore PDF export for all 9 report ViewModels
• use theme resource brushes for toast notification colors
• fix HasBankConnection from LinkedBankAccounts, fix AccentBrush name
• fix Category Type icon and filter behavior
• change lock icon color from accent to green for better visibility
• address PR #7 code review findings
• change LastDetectionRun from DateTimeOffset to DateTime for SQLite compatibility
• use correct Semantic*Brush theme resource keys in CategoryDetailPanel
• suppress spurious saves on category selection change
• add 4 missing topics to interactive user guide
• align subcategory grid headers and remove row gap
• exclude soft-deleted transactions from badge counts

New Features

• show lock icon on accounts with stored credentials
• implement Spending Trends and Tax Summary reports
• add Category Type filter dropdown (Personal/Business/Mixed)
• add Category Type icon column and fix Mixed filter
• add domain entities for subscription detection
• add infrastructure for DetectedSubscription
• add DTOs, PayeeNormalizer, and SubscriptionDetectionService
• add commands, queries, and DI registration
• add dashboard subscriptions widget
• add dedicated subscriptions page with navigation
• add StringMatchConverter for enum-to-string visibility bindings
• add inline editing support with UsageType and TaxCategoryId
• redesign CategoryDetailPanel with leaf inline editing and parent badges
• add feature toggle for subscription detection
• add IsInUse computed property to CategoryTreeItemViewModel
• add subcategory inline editing grid with toggle pills
• replace tree icons with UsageType FluentIcons

Other Changes

• add subscription detection design document
• add subscription detection implementation plan
• update PROGRESS.md with category inline editing work
• add subscription tracking documentation
• add Services & Products user guide (guide-50)
• add subscription detection v2 design document
• add subscription v2 implementation plan
• update PROGRESS.md and add subcategory grid design docs



Bug Fixes

• show wizard button for any first-time loan reconciliation
• move wizard button below banner as standalone element
• only show wizard button for Mortgage accounts
• add cache invalidation after single accept and editor save
• unlink transfer pairs when excluding transactions
• show which process is locking the database file on restore failure
• detect BOA auto loan origination statements without FINANCECHARGE
• use account opening balance as fallback for first reconciliation
• use PDF beginning balance for first loan reconciliation and flip payment sign
• also fix dynamic re-parse path and add diagnostic logging
• remove unused icon picker from category editor and fix bottom cutoff
• stretch category editor dialog to fill available height
• restore file history functionality for encrypted files
• show file history with current file and enable QBO migration button
• route to Advanced View on resume when statement has 0 parsed lines
• always show categories in new file wizard
• map interest categories to correct Schedule C lines
• add offsetting transaction for closing costs in mortgage wizard
• null-guard _mappingService in Schedule C report
• fix Schedule C income detection and add QBO category mappings
• fix 18 test failures across Application and Integration tests
• build full Parent:Child category paths in query handlers
• suppress RefreshDataAsync during construction
• include line items in all invoice repository queries
• fix batch status/business actions and add Mark Reconciled
• use Money brushes instead of Semantic brushes for financial amounts
• fix Schedule C income detection and add QBO category mappings
• restore 6 SampleData test files lost during merge
• add RootViewModel to MVVM pattern test exceptions

New Features

• add Run Mortgage Wizard button to Start Reconciliation dialog
• add prior servicer payment support to mortgage wizard
• add Unlock Reconciled Transactions setting
• add View Statement button to start reconciliation dialog
• enrich sample data with business/personal category overlap
• add money colors to Schedule C report
• add SampleData.Tests project with shared fixture
• add expected value constants for SampleData calculation tests
• add loan report tests against SampleData
• add investment report tests against SampleData
• add core financial report tests against SampleData
• add remaining report tests against SampleData
• add remaining report tests against SampleData

Other Changes

• add diagnostic logging to Schedule C report
• add diagnostic logging to ReportViewModelBase
• fix Schedule C diagnostic logging using lazy logger
• regenerate SampleData.oledger with current date range



Bug Fixes

• filter out zero-amount statement transactions in advanced view



Bug Fixes

• detect credit balance sign and refresh Complete button on flip
• address clean-context review issues for matching engine
• address code review - rename to SwapStatuses, add handler validation

New Features

• add Swap Status button to fix QBO import mistakes



Bug Fixes

• address code review issues for matching engine extraction
• block completion when transactions are missing from register



Bug Fixes

• exclude zero-balance accounts from reconciliation reminders
• widen Create New Data File wizard to follow dialog strategy
• restore sync progress dialog after duplicate review closes
• uncategorized count wrongly included split parent transactions
• use stored balance for investment accounts in batch queries
• remove Reconciled and Diff columns from account list to reduce clutter
• use string-based amount filtering and fix pagination with filters
• restore blinking caret in MoneyTextBox by using ClearValue
• cancel stale DB loads when filters change mid-flight
• restore Gemini/LLM fallback for generic extractors with 0 transactions
• clip description text overflow in Advanced Reconciliation view
• fix review issues from strategy pattern refactor
• search all pages, not just current page
• improve transaction matching and allow completion when balanced
• strong visual feedback for drag-and-drop matching
• stronger drag-and-drop visuals with row highlight
• handle sign-flipped amounts, fix drop recalc and hover
• restore register checkboxes and remove Include/Delete buttons
• wire IReconciliationMatchingEngine through DI to AdvancedReconciliationViewModel

New Features

• add drag-and-drop manual matching for unmatched transactions
• implement multi-pass ReconciliationMatchingEngine
• wire AdvancedReconciliationViewModel to use IReconciliationMatchingEngine

Other Changes

• rename AvgCost to PricePerShare to match holdings dialog
• add strategy pattern foundation for statement extraction
• extract FingerprintParser and CustomParserDetection strategies
• extract PythonExtractionStrategy (simple flow)
• extract DualExtractionStrategy from StatementAIParserService
• extract GeminiVisionStrategy and clean up StatementAIParserService
• add matching engine extraction design and plan
• add matching engine input/output DTOs
• add IReconciliationMatchingEngine interface and empty impl
• enforce mandatory worktree isolation for all Claude sessions

Performance

• column search filters cached data instead of reloading from DB



Bug Fixes

• align filtered total with total using grid layout
• right-justify filtered total to align with total amount
• add OtherLiability domain enum and fix AR/AP UI mappings
• cache categories in mortgage wizard to prevent duplicates
• correct loan account sign handling and date matching
• resolve 10 critical gaps in database password protection
• replace broken PRAGMA rekey='' with schema+data export for password removal
• use InvariantCulture for decimal parsing, add comprehensive tests
• use decimal cast for percentage bar width in asset allocation
• remove broken tests referencing removed overlay dialog properties
• remove broken tests referencing removed overlay dialog properties
• update 17 failing tests after parallel session feature changes
• address code review issues from parallel session integration
• change holding dialog to use price per share instead of total cost basis
• lighten SemanticWarningMuted backgrounds for dark themes and add theme-aware warning text color

New Features

• add filtered total to transaction list footer
• add DocumentationIndex for embedded guide content loading
• add DocSearchService for LLM-powered documentation search
• add documentation search command and properties to AppShellViewModel
• add documentation search box and result flyout to header bar
• add Spending by Payee, Batch Edit, Tag Filtering, and Asset Allocation
• add SQLCipher NuGet package for optional database encryption
• add IDatabasePasswordProvider for in-memory password storage
• wire password provider into all SQLite connection strings
• add IsPasswordProtected to DatabaseSettings and RecentFile
• add password dialog for opening encrypted databases
• add password protection option to New File Wizard
• integrate password prompt into file open and auto-open flows
• pass database password through backup/restore operations
• add File Security dialog for add/change/remove password protection
• store encryption metadata in recent files list
• show lock icon on encrypted files in recent files list
• add AlphaVantageApiKey setting for stock/ETF price refresh
• add Market Data section with Alpha Vantage API key UI
• add IMarketDataService interface for price refresh
• add RefreshSecurityPricesCommand and handler
• implement CoinGecko provider for crypto prices
• implement Alpha Vantage provider for stock/ETF prices
• add Refresh Prices button to Holdings view
• convert overlay dialogs to proper modal windows
• add Moralis API key and restructure Market Data section
• add WalletConnection aggregate root with blockchain network support
• add WalletConnection EF Core configuration, repository, and migrations
• add wallet connection CRUD commands and sync handler
• add 6 blockchain wallet balance providers with address validation
• add wallet connection dialog and MoralisApiKey setting
• add read-only wallet balance tracking for 6 blockchain networks
• extract Market Data into its own settings section

Other Changes

• update user guides and add new guide content
• register DocSearchService
• merge duplicate Closing Costs, reparent orphan categories, fix typo
• add design and plan docs for doc search and mortgage reconciliation
• add design doc for database password protection
• add implementation plan for database password protection
• add .worktrees to gitignore for isolated feature workspaces
• add market data integration design
• add market data integration implementation plan
• rename CryptoWallet display to Cryptocurrency
• add parallel session isolation instructions and update settings references
• add worktree completion workflow with auto-merge and PR options
• update settings references from desktop-settings.json to settings.db
• archive progress history and update current PROGRESS.md
• add BankingCenterViewModel god class refactoring design and plan
• add static analysis and lint cleanup
• suppress noise warnings and remove dead code
• update PROGRESS.md with investment system fixes
• fix analyzer warnings — suppress low-count rules and resolve S2139 log-then-throw



Bug Fixes

• compact loan and mortgage sections in account editor dialog
• 4-column loan terms, uniform input heights, expander and tab styling
• tab bottom border, rate history spacing, expander button styling, section separator
• fix MoneyTextBox phantom caret and NumericTextBox focus loop

New Features

• add 4-step mortgage setup wizard with closing costs and auto-reconciliation
• add escrow pipeline for 3-way mortgage matching (P/I/E)
• add mortgage document attachments with 11 standard categories
• add server-side filtered query methods to TransactionRepository

Other Changes

• add Mortgage Setup Wizard design document
• add Mortgage Setup Wizard implementation plan
• add transaction view performance optimization design
• add transaction performance optimization implementation plan
• add mortgage wizard, escrow pipeline, and document attachments designs
• update PROGRESS.md with mortgage workflow tasks
• scaffold BenchmarkDotNet project for transaction performance testing
• add benchmark database fixture seeding 50K transactions
• add baseline query benchmarks for transaction repository
• add baseline filter benchmarks comparing current vs optimized approaches
• add running balance and collection swap benchmarks
• record baseline benchmark results
• record post-optimization benchmark results

Performance

• push 5 in-memory filters to SQL, eliminate int.MaxValue dataset loads
• add covering index for AccountId+Status+CategoryId
• single-pass filter with Span matching, HashSet category lookup
• skip redundant sort in running balance when data is already date-sorted



Bug Fixes

• derive mortgage principal as remainder and reload after inline edit
• show category names and split details in reconciliation print report
• toast above status bar, fetch statement button, account column spacing
• toast above status bar, fetch statement button, account column spacing

New Features

• add segmented tabs and collapsible sections to account editor
• populate TypeSpecificDataJson for all account types
• add PDF export and print preview for Mortgage Summary report
• add reconciliation reminders with pattern detection
• support zero-transaction mortgage statement parsing and reconciliation

Other Changes

• add design and implementation plan for reconciliation reminders



New Features

• add Mortgage Summary report with P/I/E breakdown and fix PennyMac parser
• add release update and clear API endpoints