QoL tweaks: Cash Flow cards, auto-primary accounts, investment projections, Sankey filters
- Dashboard: Remove tenant name/role subtitle - Cash Flow: Replace Operating/Reserve net cards with inflow vs outflow breakdown showing In/Out amounts and signed net; replace Ending Cash card with AI Financial Health status from saved recommendation - Accounts: Auto-set first asset account per fund_type as primary on creation - Investments: Add 5th summary card for projected annual interest earnings - Sankey: Add Actuals/Budget/Forecast data source toggle and All Funds/Operating/Reserve fund filter SegmentedControls with backend support for budget-based and forecast (actuals+budget) queries Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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@@ -53,12 +53,7 @@ export function DashboardPage() {
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return (
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<Stack data-tour="dashboard-content">
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<div>
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<Title order={2}>Dashboard</Title>
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<Text c="dimmed" size="sm">
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{currentOrg ? `${currentOrg.name} - ${currentOrg.role}` : 'No organization selected'}
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</Text>
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</div>
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<Title order={2}>Dashboard</Title>
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{!currentOrg ? (
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<Card withBorder p="xl" ta="center">
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