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>
This commit is contained in:
2026-02-27 14:22:37 -05:00
parent f1e66966f3
commit 07347a644f
7 changed files with 250 additions and 50 deletions

View File

@@ -53,12 +53,7 @@ export function DashboardPage() {
return (
<Stack data-tour="dashboard-content">
<div>
<Title order={2}>Dashboard</Title>
<Text c="dimmed" size="sm">
{currentOrg ? `${currentOrg.name} - ${currentOrg.role}` : 'No organization selected'}
</Text>
</div>
<Title order={2}>Dashboard</Title>
{!currentOrg ? (
<Card withBorder p="xl" ta="center">