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>
olsch01
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