8ebd324e77a815d4f2a9303fd0e49c95e78cccc0
- Removed standalone Investments tab — investment accounts now show only under their respective Operating/Reserve tabs with full detail columns - Investment sub-tables now include: Principal, Current Value, Rate, Interest Earned, Maturity Value, Maturity Date, Days Remaining, plus summary cards (Total Principal, Total Current Value, Avg Rate) - Added investment edit capability via modal (name, institution, type, fund, principal, current value, rate, purchase/maturity dates, notes) - Fixed primary account star icon — now shows for all non-system accounts (was previously restricted to asset type only), allowing users to set default Operating and Reserve accounts regardless of account type - Fixed Adjust Balance icon to also show for all non-system accounts 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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