Files
HOA_Financial_Platform/frontend
olsch01 8ebd324e77 Remove Investments tab, enhance fund tabs with full investment details and edit
- 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>
2026-02-20 08:53:04 -05:00
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