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

@@ -94,6 +94,7 @@ const navSections = [
{ label: 'Sankey Diagram', path: '/reports/sankey' },
{ label: 'Year-End', path: '/reports/year-end' },
{ label: 'Quarterly Financial', path: '/reports/quarterly' },
{ label: 'Capital Planning', path: '/reports/capital-planning' },
],
},
],