feat: investment chart alignment, auto-renew records, fund transfers, capital planning report, and upcoming activities (v2026.3.24)

- Lock InvestmentTimeline and ProjectionChart to shared X axis range
- Auto-create renewal scenario_investments records when auto_renew is true
- Add fund transfer mechanism between asset accounts with journal entries
- Add Capital Planning Report (5-year forecast grouped by category)
- Add Upcoming Investment Activities dashboard card (maturities + planned purchases)
- Bump version to 2026.3.24

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-03-24 14:41:02 -04:00
parent ae856bfb2f
commit 2b331bb3ef
15 changed files with 801 additions and 21 deletions

View File

@@ -24,6 +24,7 @@ import { CashFlowPage } from './pages/reports/CashFlowPage';
import { AgingReportPage } from './pages/reports/AgingReportPage';
import { YearEndPage } from './pages/reports/YearEndPage';
import { QuarterlyReportPage } from './pages/reports/QuarterlyReportPage';
import { CapitalPlanningPage } from './pages/reports/CapitalPlanningPage';
import { SettingsPage } from './pages/settings/SettingsPage';
import { UserPreferencesPage } from './pages/preferences/UserPreferencesPage';
import { OrgMembersPage } from './pages/org-members/OrgMembersPage';
@@ -167,6 +168,7 @@ export function App() {
<Route path="reports/sankey" element={<SankeyPage />} />
<Route path="reports/year-end" element={<YearEndPage />} />
<Route path="reports/quarterly" element={<QuarterlyReportPage />} />
<Route path="reports/capital-planning" element={<CapitalPlanningPage />} />
<Route path="board-planning/budgets" element={<BudgetPlanningPage />} />
<Route path="board-planning/investments" element={<InvestmentScenariosPage />} />
<Route path="board-planning/investments/:id" element={<InvestmentScenarioDetailPage />} />