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>

frontend/src/pages/reports/SankeyPage.tsx

@@ -1,6 +1,6 @@
 import { useState, useEffect, useRef, useCallback } from 'react';
 import {
-  Title, Group, Stack, Text, Card, Loader, Center, Select, SimpleGrid,
+  Title, Group, Stack, Text, Card, Loader, Center, Select, SimpleGrid, SegmentedControl,
 } from '@mantine/core';
 import { useQuery } from '@tanstack/react-query';
 import {
@@ -52,6 +52,8 @@ export function SankeyPage() {
   const containerRef = useRef<HTMLDivElement | null>(null);
   const [dimensions, setDimensions] = useState({ width: 900, height: 500 });
   const [year, setYear] = useState(new Date().getFullYear().toString());
+  const [source, setSource] = useState('actuals');
+  const [fundFilter, setFundFilter] = useState('all');
 
   const yearOptions = Array.from({ length: 5 }, (_, i) => {
     const y = new Date().getFullYear() - 2 + i;
@@ -59,9 +61,12 @@ export function SankeyPage() {
   });
 
   const { data, isLoading, isError } = useQuery<CashFlowData>({
-    queryKey: ['sankey', year],
+    queryKey: ['sankey', year, source, fundFilter],
     queryFn: async () => {
-      const { data } = await api.get(`/reports/cash-flow-sankey?year=${year}`);
+      const params = new URLSearchParams({ year });
+      if (source !== 'actuals') params.set('source', source);
+      if (fundFilter !== 'all') params.set('fundType', fundFilter);
+      const { data } = await api.get(`/reports/cash-flow-sankey?${params}`);
       return data;
     },
   });
@@ -191,6 +196,31 @@ export function SankeyPage() {
         <Select data={yearOptions} value={year} onChange={(v) => v && setYear(v)} w={120} />
       </Group>
 
+      <Group>
+        <Text size="sm" fw={500}>Data source:</Text>
+        <SegmentedControl
+          size="sm"
+          value={source}
+          onChange={setSource}
+          data={[
+            { label: 'Actuals', value: 'actuals' },
+            { label: 'Budget', value: 'budget' },
+            { label: 'Forecast', value: 'forecast' },
+          ]}
+        />
+        <Text size="sm" fw={500} ml="md">Fund:</Text>
+        <SegmentedControl
+          size="sm"
+          value={fundFilter}
+          onChange={setFundFilter}
+          data={[
+            { label: 'All Funds', value: 'all' },
+            { label: 'Operating', value: 'operating' },
+            { label: 'Reserve', value: 'reserve' },
+          ]}
+        />
+      </Group>
+
       <SimpleGrid cols={{ base: 1, sm: 3 }}>
         <Card withBorder p="md">
           <Text size="xs" c="dimmed" tt="uppercase" fw={700}>Total Income</Text>