159c59734e2c2e1bec7b1cc3f223b7f8bda06239
- Refresh Recommendations now shows inline processing banner with animated progress bar while keeping existing results visible (dimmed). Auto-scrolls to AI section and shows titled notification on completion. - Investment recommendations now auto-calculate purchase and maturity dates from a configurable start date (defaults to today) in the "Add to Plan" modal, so scenarios build projections immediately. - Projection engine computes per-investment and total interest earned, ROI percentage, and total principal invested. Summary cards on the Investment Scenario detail page display these metrics prominently. - Replaced dropdown action menu with inline Edit/Execute/Remove icon buttons matching the assessment scenarios pattern. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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HOA Financial Intelligence Platform - Multi-tenant financial management for homeowner associations
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