922674eca4869fab0f746a0c5846a664cec96857
The Issue 2 fix made the opening investment balance point-in-time (only CDs purchased before startYear-01-01), with a comment promising that later purchases would be re-added "when their purchase month is processed in the forecast loop" — but that loop code never existed. The loop only ever subtracted maturing CDs, never added purchased ones. Result: every CD bought during the charted window vanished from the chart. For Pine Creek (all 5 CDs purchased in 2026) the operating investment line showed $0 instead of $65,000 and reserve showed $10,000 instead of $60,032. Fix: build a purchaseIndex (mirroring maturityIndex) of investments purchased on/after startYear-01-01, keyed by purchase year-month, and credit each CD's value to the running investment balance in its purchase month — applied before the historical/forecast branch so it works for both actual and projected months. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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HOA Financial Intelligence Platform - Multi-tenant financial management for homeowner associations
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