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feat: investment chart alignment, auto-renew records, fund transfers, capital planning report, and upcoming activities (v2026.3.24) #10

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JoeBot wants to merge 1 commits from claude/sleepy-golick into main
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JoeBot commented 2026-04-02 12:29:10 -04:00
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  • 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

- 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>
JoeBot added 1 commit 2026-04-02 12:29:11 -04:00
feat: investment chart alignment, auto-renew records, fund transfers, capital planning report, and upcoming activities (v2026.3.24) 560f2d3c7b 
- 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>
JoeBot closed this pull request 2026-04-02 12:29:29 -04:00
JoeBot deleted branch claude/sleepy-golick 2026-04-02 12:29:35 -04:00

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Reference: JoeBot/HOA_Financial_Platform#10
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