Files
HOA_Financial_Platform/backend
olsch01 560f2d3c7b 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>
2026-03-24 14:41:02 -04:00
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