chore: reorganize sidebar navigation and bump version to 2026.03.16

Remove the Planning section. Move Projects and Capital Planning (as
sub-item) into Board Planning. Move Investment Planning with Investment
Scenarios as sub-item into Board Planning. Move Vendors into new Board
Reference section. Board Planning order: Budget Planning, Projects >
Capital Planning, Assessment Scenarios, Investment Planning > Investment
Scenarios, Compare Scenarios. Sidebar now supports parent items with
their own route plus nested children.

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

backend/package.json

@@ -1,6 +1,6 @@
 {
   "name": "hoa-ledgeriq-backend",
-  "version": "2026.3.11",
+  "version": "2026.03.16",
   "description": "HOA LedgerIQ - Backend API",
   "private": true,
   "scripts": {

frontend/package.json

@@ -1,6 +1,6 @@
 {
   "name": "hoa-ledgeriq-frontend",
-  "version": "2026.3.11",
+  "version": "2026.03.16",
   "private": true,
   "type": "module",
   "scripts": {

frontend/src/components/layout/Sidebar.tsx

@@ -54,24 +54,34 @@ const navSections = [
       { label: 'Payments', icon: IconCash, path: '/payments' },
     ],
   },
-  {
-    label: 'Planning',
-    items: [
-      { label: 'Projects', icon: IconShieldCheck, path: '/projects' },
-      { label: 'Capital Planning', icon: IconBuildingBank, path: '/capital-projects' },
-      { label: 'Investment Planning', icon: IconSparkles, path: '/investment-planning', tourId: 'nav-investment-planning' },
-      { label: 'Vendors', icon: IconUsers, path: '/vendors' },
-    ],
-  },
   {
     label: 'Board Planning',
     items: [
       { label: 'Budget Planning', icon: IconReportAnalytics, path: '/board-planning/budgets' },
-      { label: 'Assessment Scenarios', icon: IconCalculator, path: '/board-planning/assessments' },
+      {
-      { label: 'Investment Scenarios', icon: IconScale, path: '/board-planning/investments' },
+        label: 'Projects', icon: IconShieldCheck, path: '/projects',
+        children: [
+          { label: 'Capital Planning', path: '/capital-projects' },
+        ],
+      },
+      {
+        label: 'Assessment Scenarios', icon: IconCalculator, path: '/board-planning/assessments',
+      },
+      {
+        label: 'Investment Planning', icon: IconSparkles, path: '/investment-planning', tourId: 'nav-investment-planning',
+        children: [
+          { label: 'Investment Scenarios', path: '/board-planning/investments' },
+        ],
+      },
       { label: 'Compare Scenarios', icon: IconGitCompare, path: '/board-planning/compare' },
     ],
   },
+  {
+    label: 'Board Reference',
+    items: [
+      { label: 'Vendors', icon: IconUsers, path: '/vendors' },
+    ],
+  },
   {
     label: 'Reports',
     items: [
@@ -153,7 +163,8 @@ export function Sidebar({ onNavigate }: SidebarProps) {
             </>
           )}
           {section.items.map((item: any) =>
-            item.children ? (
+            item.children && !item.path ? (
+              // Collapsible group without a parent route (e.g. Reports)
               <NavLink
                 key={item.label}
                 label={item.label}
@@ -172,6 +183,29 @@ export function Sidebar({ onNavigate }: SidebarProps) {
                   />
                 ))}
               </NavLink>
+            ) : item.children && item.path ? (
+              // Parent with its own route + nested children (e.g. Projects > Capital Planning)
+              <NavLink
+                key={item.path}
+                label={item.label}
+                leftSection={<item.icon size={18} />}
+                defaultOpened={
+                  location.pathname === item.path ||
+                  item.children.some((c: any) => location.pathname.startsWith(c.path))
+                }
+                data-tour={item.tourId || undefined}
+                active={location.pathname === item.path}
+                onClick={() => go(item.path!)}
+              >
+                {item.children.map((child: any) => (
+                  <NavLink
+                    key={child.path}
+                    label={child.label}
+                    active={location.pathname === child.path}
+                    onClick={(e: React.MouseEvent) => { e.stopPropagation(); go(child.path); }}
+                  />
+                ))}
+              </NavLink>
             ) : (
               <NavLink
                 key={item.path}

frontend/src/pages/investment-planning/InvestmentPlanningPage.tsx

@@ -917,7 +917,6 @@ export function InvestmentPlanningPage() {
             description="Purchase date for the investment(s). Maturity dates are calculated automatically from term length."
             value={investmentStartDate}
             onChange={setInvestmentStartDate}
-            clearable
           />
 
           {investmentScenarios && investmentScenarios.length > 0 && (