feat: investment scenario UX improvements and interest calculations

- Refresh Recommendations now shows inline processing banner with
  animated progress bar while keeping existing results visible (dimmed).
  Auto-scrolls to AI section and shows titled notification on completion.
- Investment recommendations now auto-calculate purchase and maturity
  dates from a configurable start date (defaults to today) in the
  "Add to Plan" modal, so scenarios build projections immediately.
- Projection engine computes per-investment and total interest earned,
  ROI percentage, and total principal invested. Summary cards on the
  Investment Scenario detail page display these metrics prominently.
- Replaced dropdown action menu with inline Edit/Execute/Remove
  icon buttons matching the assessment scenarios pattern.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

backend/src/modules/board-planning/board-planning.service.ts

@@ -107,17 +107,30 @@ export class BoardPlanningService {
   async addInvestmentFromRecommendation(scenarioId: string, dto: any) {
     await this.getScenarioRow(scenarioId);
 
+    // Helper: compute maturity date from purchase date + term months
+    const computeMaturityDate = (purchaseDate: string | null, termMonths: number | null): string | null => {
+      if (!purchaseDate || !termMonths) return null;
+      const d = new Date(purchaseDate);
+      d.setMonth(d.getMonth() + termMonths);
+      return d.toISOString().split('T')[0];
+    };
+
+    const startDate = dto.startDate || null; // ISO date string e.g. "2026-03-16"
+
     // If the recommendation has components (e.g. CD ladder with multiple CDs), create one row per component
     const components = dto.components as any[] | undefined;
     if (components && Array.isArray(components) && components.length > 0) {
       const results: any[] = [];
       for (let i = 0; i < components.length; i++) {
         const comp = components[i];
+        const termMonths = comp.term_months || null;
+        const maturityDate = computeMaturityDate(startDate, termMonths);
         const rows = await this.tenant.query(
           `INSERT INTO scenario_investments
             (scenario_id, source_recommendation_id, label, investment_type, fund_type,
-             principal, interest_rate, term_months, institution, notes, sort_order)
-           VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11)
+             principal, interest_rate, term_months, institution, purchase_date, maturity_date,
+             notes, sort_order)
+           VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11, $12, $13)
            RETURNING *`,
           [
             scenarioId, dto.sourceRecommendationId || null,
@@ -125,7 +138,8 @@ export class BoardPlanningService {
             comp.investment_type || dto.investmentType || null,
             dto.fundType || 'reserve',
             comp.amount || 0, comp.rate || null,
-            comp.term_months || null, comp.bank_name || dto.bankName || null,
+            termMonths, comp.bank_name || dto.bankName || null,
+            startDate, maturityDate,
             dto.rationale || dto.notes || null,
             i,
           ],
@@ -137,18 +151,21 @@ export class BoardPlanningService {
     }
 
     // Single investment (no components)
+    const termMonths = dto.termMonths || null;
+    const maturityDate = computeMaturityDate(startDate, termMonths);
     const rows = await this.tenant.query(
       `INSERT INTO scenario_investments
         (scenario_id, source_recommendation_id, label, investment_type, fund_type,
-         principal, interest_rate, term_months, institution, notes)
-       VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10)
+         principal, interest_rate, term_months, institution, purchase_date, maturity_date, notes)
+       VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11, $12)
        RETURNING *`,
       [
         scenarioId, dto.sourceRecommendationId || null,
         dto.title || dto.label || 'AI Recommendation',
         dto.investmentType || null, dto.fundType || 'reserve',
         dto.suggestedAmount || 0, dto.suggestedRate || null,
-        dto.termMonths || null, dto.bankName || null,
+        termMonths, dto.bankName || null,
+        startDate, maturityDate,
         dto.rationale || dto.notes || null,
       ],
     );