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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accounts

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

2026-03-24 14:41:02 -04:00

admin

Add admin enhancements: impersonation, plan management, org status enforcement

2026-02-26 13:21:59 -05:00

assessment-groups

feat: add flexible billing frequency support for invoices

2026-03-07 12:01:57 -05:00

auth

feat: SaaS onboarding, Stripe billing, MFA, SSO, passkeys, refresh tokens

2026-03-16 21:12:35 -04:00

board-planning

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

2026-03-24 14:41:02 -04:00

budgets

fix: Budget Manager shows stale data when switching years

2026-03-16 14:59:46 -04:00

capital-projects

fix: enforce read-only restrictions for viewer role across 5 pages

2026-03-09 09:59:20 -04:00

cash-flow

fix: remove cash flow summary cards and restore area chart shading

2026-03-17 20:41:13 -04:00

dashboard

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

2026-03-24 14:41:02 -04:00

investment-planning

feat: UX enhancements, member limits, forecast fix, and menu cleanup (v2026.3.19)

2026-03-18 14:47:04 -04:00

investments

RBAC: Enforce read-only viewer role across backend and frontend

2026-03-01 09:18:32 -05:00

invoices

fix: enforce read-only restrictions for viewer role across 5 pages

2026-03-09 09:59:20 -04:00

monthly-actuals

feat: dashboard quick stats enhancements and monthly actuals read/edit mode

2026-03-13 14:41:14 -04:00

onboarding

feat: SaaS onboarding, Stripe billing, MFA, SSO, passkeys, refresh tokens

2026-03-16 21:12:35 -04:00

org-members

feat: UX enhancements, member limits, forecast fix, and menu cleanup (v2026.3.19)

2026-03-18 14:47:04 -04:00

payments

fix: resolve 5 invoice/payment issues from user feedback

2026-03-07 12:01:57 -05:00

preferences

feat: sidebar reorg, compact view preference, and UI polish

2026-03-17 06:39:41 -04:00

pricing

feat: add annual billing, free trial, upgrade/downgrade, and ACH invoice support

2026-03-18 08:04:51 -04:00

projects

feat: UX enhancements, member limits, forecast fix, and menu cleanup (v2026.3.19)

2026-03-18 14:47:04 -04:00

reports

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

2026-03-24 14:41:02 -04:00

reserves

RBAC: Enforce read-only viewer role across backend and frontend

2026-03-01 09:18:32 -05:00

settings

fix: billing portal error, onboarding wizard improvements, budget empty state

2026-03-18 09:43:49 -04:00

transactions

RBAC: Enforce read-only viewer role across backend and frontend

2026-03-01 09:18:32 -05:00

units

RBAC: Enforce read-only viewer role across backend and frontend

2026-03-01 09:18:32 -05:00

vendors

feat: UX enhancements, member limits, forecast fix, and menu cleanup (v2026.3.19)

2026-03-18 14:47:04 -04:00

PlaceholderPage.tsx

Initial commit: HOA Financial Intelligence Platform MVP

2026-02-17 19:58:04 -05:00