- Dashboard: Remove tenant name/role subtitle
- Cash Flow: Replace Operating/Reserve net cards with inflow vs outflow
breakdown showing In/Out amounts and signed net; replace Ending Cash
card with AI Financial Health status from saved recommendation
- Accounts: Auto-set first asset account per fund_type as primary on creation
- Investments: Add 5th summary card for projected annual interest earnings
- Sankey: Add Actuals/Budget/Forecast data source toggle and
All Funds/Operating/Reserve fund filter SegmentedControls with
backend support for budget-based and forecast (actuals+budget) queries
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
olsch01
07347a644f